Here are the biggest calls on Wall Street on Monday: Wells Fargo reiterates Tesla as underweight The firm says it’s sticking with its underweight rating on Tesla ahead of earnings next week. “With limited Robotaxi & Optimus progress, we see pivot to Semi, Roadster, solar & semi fab. We stay UW.” KeyBanc reiterates Nvidia as overweight KeyBanc says it’s bullish on the stock ahead of earnings later this quarter. “We expect NVDA to deliver higher results and higher guidance, driven by accelerating AI demand while incremental supply commitments support LT growth.” Jefferies upgrades Starbucks to hold from sell Jefferies says the U.S. is stabilizing. “While SBUX continues to trade at a large premium valuation we find unwarranted, we upgrade our rating from Underperform to Hold with expectations/ests finally closer to realistic levels.” Bank of America upgrades On Semi to buy from neutral The firm says its upgrade is “early” but that the stock is too attractive to ignore. “Upgrade ON to Buy; raise estimates/PO to $85. The slow auto/EV environment makes our ON upgrade potentially a tad early, but we like the company’s 1) pipeline (rising AI power, Treo products), 2) solid FCF generation (~6% FCF yield)…” Oppenheimer upgrades Blackstone to outperform from perform Oppenheimer says the stock is “very attractive.” “We are upgrading BX to Outperform (from Perform) with a target of $154 because even on the lowered target multiple, the stock is now very attractive.” Goldman Sachs upgrades Williams-Sonoma to buy from neutral Goldman says it sees a compelling entry point. “We have been waiting for some time for a better entry point for Williams-Sonoma, and we think this is the right level with the stock ~14% off its recent highs in February .” Morgan Stanley upgrades Bilibili to overweight from equal weight Morgan Stanley says it sees “AI tailwinds.” “We see emerging value in Bilibili stock with better game pipeline visibility, sustained AI adoption tailwinds and a stronger valuation after the recent pullback. We upgrade to OW.” Read more. Jefferies initiates Credo Technology as buy Jefferies says the semiconductor company is a “premium” growth name. “Initiating coverage of Credo Technology Group Holding (CRDO) with a BUY rating and PT of $175 based on 23x our C28 EPS of $7.60.” KeyBanc upgrades T-Mobile to overweight from sector weight Key says the stock is cheap. “We are upgrading T-Mobile to OW. We see: 1) an accelerating organic EBITDA growth with upside levers; 2) an advantageous network position driving a competitive advantage for FWA/Mobile [fixed wireless access] share gains; and 3) a balance sheet positioning for optimal optionality.” Evercore ISI initiates Trane Technologies as outperform Evercore ISI says the stock is high quality. “We like TT’s best-in-class commercial HVAC platform, solid bookings/backlog growth (driving > avg visibility), and service-led model.” Evercore ISI initiates nVent Electric as outperform Evercore ISI called nVent “best-in-class.” “Best-in-class organic growth, pricing power & strong operational execution drives c25% EPS growth 2026-28E. 40% revenue exposure to D/C & utility outlook well underpinned by backlog & end market visibility.” TD Cowen reiterates Netflix as buy The firm says it’s bullish ahead of earnings later this week. “We expect paid net adds of +4.56MM reflecting seasonality & strong slate of Originals, incl Bridgerton (S4) & The Night Agent (S3). Our 1Q26 consumer survey shows NFLX r emains the most popular choice for living room TV, and we view the biz as well positioned to continue its global ramp via organic growth. Reiterate Buy and $112 Price Target.” HSBC downgrades Nike to hold from buy HSBC downgraded the stock citing a slower turnaround. “Downgrade Nike to Hold (from Buy) on deferred turnaround.” Read more. TD Cowen upgrades Tempus AI to buy from hold TD Cowen says it sees improving fundamentals. “We upgrade TEM to Buy from Hold, PT $65, after the stock declined > 50% in the last 6 months while fundamentals have strengthened.” Macquarie upgrades CoreWeave to outperform from neutral Macquarie says it sees a slew of positive catalysts ahead for CoreWeave. “We upgrade CRWV to Outperform from Neutral on recent announcements with Meta and Anthropic, suggesting its ecosystem role is becoming structural.” Goldman Sachs upgrades LatAm Airlines and Copa Holdings to buy from neutral Goldman says it was returning to buy ratings on both stocks to reflect the “new macro environment.” “While we recognize that we had recently downgraded LTM and CPA to Neutral since our report we saw a meaningful change in the global macro outlook, with jet fuel prices increasing by over 80% since Feb 12, 2026, and therefore, are adjusting ratings for our coverage to reflect this new macro environment.” Wells Fargo initiates Chime Financial as overweight Wells says the digital banking services company has “growth and profitability.” “Chime is a leading digital provider of banking services for everday Americans, with an attractive combo of growth and profitability. We see upside potential to 1Q/’26 ests (strong tax season) and are bullish on execution.” Bank of America upgrades Nokia to buy from neutral Bank of America says the company is becoming an “optical powerhouse.” “Following its former mobile phone dominance and transition to telco equipment, Nokia i s now transforming into an optical powerhouse with a European advantage.” Bank of America upgrades Ternium to buy from neutral Bank of America says the company is a “solid option” to play steel. “We upgrade Ternium to Buy, positioning it as our preferred vehicle to capture stronger-than-expected North American flat steel pricing.” TD Cowen upgrades Constellation Brands to buy from hold TD Cowen says the company is a beneficiary of the World Cup. “We see upside to STZ’s overly conservative FY27 beer guidance due to easing comps, World Cup tailwinds, and subsiding pressure on Hispanic consumers.” Loop reiterates Apple as buy The firm adjusted its estimates on the stock and says shares are compelling at current levels. “… & We Con’t to Like AAPL Here.” Evercore ISI upgrades PulteGroup & Toll Brothers to outperform from in line Evercore says both homebuilders are more resilient than peers. “Against that backdrop, we upgrade PHM, TOL, and MAS to Outperform, as they are relatively more resilient than peers to the current industry challenges.”
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