Here are the biggest calls on Wall Street on Friday:
Bernstein reiterates Nvidia as outperform
Bernstein says Nvidia is well positioned in the data center space.
“The datacenter opportunity is enormous, and still early, with material upside still possible.”
CLSA reiterates Apple as outperform
CLSA raises its price target on the stock and says investors should buy the dip.
“Apple is akin to a consumer staple in financial predictability, even as the hope of an AI fix lingers. ... . Elsewhere, iPhone sales are surging to new highs, driving a 3-5% increase to FY26-27CL revenue and earnings. We lift our TP from US $265 to US $330...”
Pivotal reiterates Alphabet as buy
The firm raises its price target on the stock to a Street high $400 per share from $350.
“Search is a resilient cash cow with pricing power, a powerful driver of GOOG’s best in class
Gemini AI, with an opportunity to leverage AI take massive costs out of the search business.”
Evercore ISI reiterates Netflix as outperform
Evercore says “fundamentals are strengthening.”
“We acknowledge that NFLX shares have been largely reactive to recent developments re: potential strategic outcomes. But we believe Netflix’s long-term fundamental outlook is increasingly strengthening, thanks to its highly compelling value proposition, its excellent execution track record, and its improved global, competitive positioning.”
Mizuho reiterates Broadcom as outperform
Mizuho says the stock is a top pick heading into earnings next week.
“We are buyers on AVGO heading into earnings next week”
Roth initiates CoreWeave at buy
The firm says the stock is “positioned to be a top-four market share winner in an AI Cloud market.”
“We are initiating coverage on CRWV with a Buy rating and $110 price target.”
Freedom Capital Markets initiates CoreWeave as buy
The firm says it sees plenty of upside in shares of CoreWeave.
“Although CRWV is in investors’ penalty box, we believe the stock significantly overstates the risk that it will not deliver its $56B multi-year revenue backlog. We believe its payments from hyperscalers, which support its capital expenditures, are secure for several years.”
Morgan Stanley upgrades MP Materials to overweight from equal weight
Morgan Stanley says the rare earths company is poised to be a player in the development of humanoid robots.
“We think MP is well positioned to benefit as the U.S. looks to develop a robust ex- China supply chain with MP at the center...”
Wells Fargo upgrades Unity to overweight from equal weight
Wells says it sees better “industry growth” for the mobile ad software tech company.
“As a result, we upgrade U to Overweight, increasing our PT from $42 to $51.”
William Blair upgrades Rubrik to outperform from market perform
The firm upgraded the software company following earnings.
“Our rationale is based on: 1)ongoing share gains in the backup/cyber-resilience market, where demand remains robust, driven by new workloads, cloud adoption, and steady data growth; 2) a strengthening platform narrative as customers increasingly adopt Rubrik’s integrated suite of capabilities across data protection, cloud workloads, and identity resilience.”
UBS upgrades Albemarle to buy from neutral
UBS says it sees a “new upcycle” for the lithium company.
“We upgrade ALB to Buy from Neutral. We see a combination of higher energy storage demand and years of slower western capacity additions now pushing lithium markets into deficit in 2026. We expect lithium prices to move up through the year which should be a positive driver for ALB stock.”
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