Major Analyst Updates for Monday Highlight Upgrades on Deere, SpaceX, Nvidia and New Coverage of Attovia, Redcat, and More

Morgan Stanley initiated Attovia Therapeutics with an overweight rating and a $39 price target, citing blockbuster potential. UBS upgraded Kaiser Aluminum to buy from neutral, setting a $184 price target, noting the stock’s recent dip despite strong second‑quarter results. Roth launched coverage of Ticketplus as a buy, highlighting the Latin‑American live‑events technology firm’s leading position in a fragmented market. Baird raised Deere to outperform from neutral, emphasizing the agricultural equipment maker’s exposure to North American row‑crop demand and upside ahead for 2027. Jefferies maintained an underperform stance on Apple, warning of potential iPhone volume and margin pressure and pointing to 8‑15% price increases in China that are partially offset by a stronger renminbi. Evercore ISI initiated Lumentum with an overweight rating and a $1,100 target, while Bernstein kept SpaceX at outperform, though it remains cautious about the direct‑to‑device mobile segment. Melius reiterated a buy on Nvidia, suggesting the chipmaker could break out despite AI‑trade concerns. Evercore also initiated Redcat with an outperform rating and a $15 target, citing its unique position in the federal drone market. Needham began coverage of Babcock & Wilcox Enterprises as a buy with a $20 target, praising the energy‑technology firm’s repaired balance sheet. Goldman Sachs initiated Braveheart Bio as a buy, setting a $48 price target. Bank of America kept Dell as a buy and raised its price target to $505, citing AI‑server growth and operating leverage. Compass Point upgraded MidCap Financial Investment to buy, while KBW initiated River City Bank as outperform, describing the CRE lender as a “lean, mean, CRE machine.” JPMorgan reiterated overweight ratings on Broadcom, Nvidia and Marvell, among others, as key plays in the AI infrastructure buildout. Gordon Haskett affirmed a buy on Costco, noting steady momentum despite macro uncertainty, and Argus upgraded Abercrombie & Fitch to buy from hold, citing improving sales and margins.

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