Here are Monday’s biggest calls on Wall Street: Wells Fargo reiterates JPMorgan as overweight Wells raised its price target on the stock to $350 per share from $345. ” JPM is a best-in-class global bank based on returns, market share gains, and ability to invest for organic growth.” UBS upgrades Cisco to buy from neutral UBS said the stock is firing on all cylinders. “We upgrade Cisco to Buy based on a multi-year growth cycle driven by AI infrastructure demand, a large-scale Campus refresh cycle, and momentum in Security.” Read more. Goldman Sachs initiates Alliance Laundry Holdings as buy Goldman said the commercial laundry company is best positioned. “We believe Alliance’ s well-established track record of innovation, quality and durability in the resilient commercial laundry industry should allow it to capture macro, industry and secular shifts across end-markets.” UBS initiates Solstice Advanced Materials as buy UBS said the specialty chemical company has a “unique” collection of businesses. “We initiate coverage on Solstice (SOLS) with a Buy rating and $62 Price target.” Stifel initiates Intuitive Machines as buy Stifel said the company is best positioned in the race to get back to the moon. “We are initiating coverage of Intuitive Machines, Inc. (LUNR) with Buy recommendation. Our PT of $18 supports more than 50% upside.” Oppenheimer names Costco a top pick The firm said investors should buy the dip. “Following the recent re-rating in shares and with the company moving closer to lapping the most difficult comparisons, we are adding COST back to our top pick ranking.” Deutsche Bank reiterates Tesla as buy Deutsche raised its price target on Tesla ahead of the shareholder vote later this week. “We raise our price target by $30 to $470, still based on multi-modal SOTP framework but incorporating higher estimates for robotaxi; reiterate Buy rating.” Morgan Stanley initiates Phoenix Education Partners as overweight Morgan Stanley said it sees an “attractive opportunity” for the education company. ” PXED is returning to public markets leaner with a clear focus on student outcomes.” Jefferies initiates DT Midstream as buy Jefferies said the nat gas pipeline company is a growth store. ” DTM is pricey on near-term metrics but ‘grows into’ its valuation with Upper Midwest & Haynesville pipeline & gathering exposure.” Citi upgrades Aon to buy from neutral Citi said the risk/rewards is too attractive to ignore at current levels for the insurance company. “We are upgrading the shares of AON to Buy from Neutral to reflect improved risk-reward (18% potential upside to our price target).” RBC upgrades Kilroy Realty to outperform from sector perform RBC said it’s getting more bullish on the real estate investment trust. “We are encouraged that KRC cleared its near-term hurdles and should benefit more from the SF office recovery leading us to upgrade to Outperform.” Bank of America upgrades Westlake to buy from neutral The firm upgraded the stock following earnings and says buy the dip. ” WLK r eported 3Q adj EBITDA of $333mm a miss vs. the $375mm consensus.” Piper Sandler upgrades Roku to overweight from neutral Piper upgrades Roku following earnings. “We’re more confident the momentum continues into ’26. The better profitability & shareholder returns helps. As such, we upgrade to OW from N, PT to $135.” Read more. Raymond James upgrades Edwards Lifesciences to outperform from market perform The firm said it sees a slew of growth opportunities for the life sciences company. “We are upgrading EW to Outperform (from Market Perform) as we see fewer reasons to be neutral, and believe there are various opportunities for better growth, which should drive multiple expansion.” Jefferies reiterates Apple as hold Jefferies said its checks show robust demand for Apple’s iPhone remains. “Our tracking shows no delivery lead time for 17 Air/17 Pro in all six markets that we track, same as the previous week. It is mixed for 17 PM as the lead time dropped sequentially by 6/13 days in China/Germany, but rose by ~4 days in HK/US.” Raymond James upgrades Universal Health Service to outperform from market perform Raymond James upgraded the health services stock following earnings. “We are upgrading shares of Universal Health Services ( UHS) from Market Perform to Outperform, following 3Q results that were above company guidance and consensus forecasts and are establishing a new price target of $270/share…” Rothschild & Co Redburn initiates Halliburton and Schlumberger as buy The firm said shares of both oil services company’s are compelling. “Given an undemanding valuation starting point, we expect this to drive share price outperformance and launch coverage of SLB and Halliburton at Buy.” Evercore ISI upgrades Ecolab to outperform from in line Evercore said it sees 2026 momentum for the chemicals company. ” ECL is one of the few businesses in Chemicals with momentum into 2026. ” Loop reiterates Nvidia as buy Loop said it’s getting even more bullish and raised its price target on the stock. “Reiterating our Buy and raising our PT to $350 (from $250) as our work suggests NVDA is about to begin a ramp of GPU that will essentially double its unit shipments the next 12-15 months…” Read more. Wells Fargo upgrades Antero Resources to overweight from equal weight Wells said it sees a slew of positive catalysts ahead for the hydrocarbon company., “Upgrading AR to OW with a $39 target as we see underappreciated commercial opportunities in the South, supplementing a favorable gas macro. We see potential catalysts in 1) 2026 capex clarity; 2) datacenter projects; 3) other gas supply deals.” Wedbush reiterates Palantir as outperform Wedbush said it’s bullish heading into the company’s earnings report. “We are raising our price target on Palantir to $230 from $200 as we believe tomorrow’s earnings/guidance will be another major step in the right direction as Karp & Co. build out this AI juggernaut.”
