Morgan Stanley reiterated an overweight rating on Microsoft, citing the company’s 8% dividend increase to $0.98 per share and its high‑teens EPS growth outlook, which supports a durable total return profile.
Seaport initiated coverage of Cava with a buy rating, noting its strong brand awareness and faster same‑store sales growth in new locations. The firm set a $58 price target, reflecting 29× FY27E EBITDA and a supportive 10‑year DCF analysis.
BTIG launched American Bitcoin with a buy stance, highlighting its dual strategy of BTC mining—currently at ~28 EH (~3% of global hash)—and open‑market Bitcoin purchases.
Wells Fargo upgraded Sylvamo to overweight, emphasizing its low‑cost asset base and visible free‑cash‑flow inflection after 2026 as outweighing secular pressures on uncoated freesheet.
Goldman Sachs kept Tesla at neutral, noting that Q3 2026 vehicle deliveries are tracking below consensus, prompting a reduced forecast to 435 K units from 490 K.
Morgan Stanley maintained an overweight rating on SpaceX, pointing to its defensive attributes and potential for improvement in intelligence‑per‑watt‑per‑dollar‑per‑second metrics.
UBS upgraded Union Pacific to buy from neutral, projecting a second year of strong volume growth in 2027 and a favorable pricing tailwind versus truckload markets.
Barclays upgraded Alvotech to overweight, citing upcoming U.S. biosimilar approvals in 4Q26 and a robust product revenue ramp beginning in 3Q26 as key catalysts.
Deutsche Bank upgraded Anheuser‑Busch InBev to buy, noting that while the stock appears expensive on P/E, its free‑cash‑flow yield makes it cheap, supporting further upside.
Wolfe upgraded Paychex to peer perform from underperform and assigned a fair‑value range of $120‑$135.
Needham upgraded Rocket Pharmaceuticals to buy, highlighting its pioneering work in ex‑vivo lentivirus and in‑vivo AAV gene‑therapy platforms and expected sales growth.
Citi reiterated a buy on Meta, adding a 90‑day catalyst watch ahead of the Meta Connect conference, where the company is expected to update its AI product strategy.
JPMorgan upgraded Creditcorp to overweight, citing strong EPS growth potential in Latin America and a high ROE despite El Niño‑related risks.
Morgan Stanley kept Apple overweight, noting that iPhone 18 Pro/Pro Max lead times remain flat globally despite higher premium builds, suggesting demand may be stronger than previously feared.
Goldman Sachs reiterated a buy on Chevron and raised its price target to $240 from $225 after a series of management meetings and a technology showcase.
Needham upgraded Similarweb to buy from hold, citing a more constructive outlook following investor meetings with the CFO and Investor Relations team.
Evercore ISI added BP to its Tactical Outperform List, praising the company’s balance‑sheet transformation prospects amid current commodity price conditions.
Bank of America maintained buy ratings on Nvidia, Marvell, Broadcom, and Micron, reaffirming a bullish stance on AI‑infrastructure semiconductor beneficiaries, with the sector picks highlighted as NVDA, MRVL, AMD, AVGO, MU, and LRCX.
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