Citi kept Apple at a buy rating, citing optimism ahead of the November earnings report and noting that services growth, App Store revenue dynamics, AI impacts, margin pressures, and iPhone seasonality will be key focus areas.
Morgan Stanley reiterated Microsoft as overweight, highlighting confidence in the firm’s full‑stack AI platform and describing the stock as an increasingly attractive AI winner.
Roth initiated coverage of New Era Energy & Digital with a buy rating and a $10 price target, calling the digital asset and infrastructure company undervalued.
Goldman Sachs launched coverage of Vylor with a buy rating and an $87 price target (+19% upside), emphasizing its transition from a seed/genomics supplier to a faster‑growing, lower‑asset‑intensive platform.
Stephens initiated Presidio Production as overweight, pointing to successful AI‑driven asset intelligence across 2,300 wells that has generated a 2.3% production uplift this year and could halve the company’s base decline rate.
Deutsche Bank upgraded Chyme to buy from hold, underscoring multiple levers for upside driven by sustained momentum in MyPay and Chime Prime, which are seen as multi‑year growth drivers.
Jefferies raised Royal Caribbean to buy from hold, setting a $330 price target and citing a more favorable FY27 net yield setup and strong growth prospects for its Sandals subsidiary.
Wolfe maintained SpaceX at outperform, expecting a bullish tone from management after the successful Starship Flight Test 14 and an optimistic outlook for Flight 15, including a double‑catch attempt.
Truist upgraded Booz Allen to buy from hold, noting that civil‑revenue decline is nearing a bottom while National Security strength remains underappreciated, offering margin‑expansion potential.
Loop upgraded Prog Holdings to buy from hold, keeping a $45 price target that implies roughly 49% upside, citing the company’s solid growth outlook.
JPMorgan initiated Marriott Vacations as overweight, describing the business as an emerging comeback story following management changes and early traction on its five strategic priorities.
Citi upgraded Ryder to buy from neutral, highlighting incremental strength in used‑vehicle sales and expecting the company to lift its 2026 used‑vehicle‑sales guidance again.
Rosenblatt initiated Nebius with a buy rating, calling the neocloud leader poised for hypergrowth and well positioned to benefit from massive spending on AI training and inference.
Goldman Sachs upgraded Palantir to buy from neutral, setting a 12‑month price target of $230 and noting the company is firing on all cylinders.
Deutsche Bank upgraded Trex to buy from neutral, citing a clear path to continued growth in 2027 driven by material conversion, higher railing attachment, PVC expansion, and strategic pricing.
Stifel initiated Entegris with a buy rating and a $200 price target, expressing bullish sentiment on the semis capital‑equipment specialist.
Citi reiterated a buy on Nvidia, emphasizing expectations for continued capture of AI accelerator investment thanks to technology leadership and a large installed base.
TD Cowen initiated coverage of Goldman Sachs with a buy rating and a $1,050 price target, noting ample upside for the investment bank.
HSBC downgraded Constellation Brands to hold from buy, lowering the price target to $135 and stating that volume recovery has not yet materialized.
Citi downgraded NXP Semiconductors to neutral from buy, citing limited data‑center exposure and weaker earnings expectations relative to peers.
Piper Sandler initiated Generac as overweight, setting a $303 price target that implies about 39% upside and positioning the firm as a data‑center beneficiary.
Morgan Stanley kept Netflix overweight, lowering its price target to $80 but calling the stock cheap, with potential for double‑digit revenue growth and margin expansion.
Oppenheimer upgraded Global Payments to outperform from perform, introducing a $115 price target and calling shares compelling at current levels.
Raymond James upgraded Unity to outperform from market perform, highlighting the new partnership with Alphabet that pairs Unity’s creation/runtime technology with Google’s AI and distribution.
Guggenheim initiated Centrus Energy with a buy rating and a $167 price target, noting it is the only U.S. firm with a pathway to provide HALEU fuel to commercial customers.
Melius upgraded Cava to buy from hold, raising its 2‑year target price to $95 (63× 2029 EPS) from $90 and recommending a dip buy.
JPMorgan initiated Neurogene as overweight, setting a Dec‑27 price target of $60 and citing substantial upside potential for the gene‑therapy company.
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