Palantir plays a significant a

Palantir plays a significant and growing role in U.S. defense and also in their home security.

🧠 It is a data, AI, and decision-making backbone, do note that they are not a weapons supplier

🇺🇸 It is strategically important, especially in AI-driven warfare

They are part of a broader defense ecosystem, BUT not a monopoly

Now, Palantir ($PLTR) is reportedly developing a tool for Immigration and Customs Enforcement (ICE) that displays potential deportation targets on a map, generates detailed profiles for each individual, and assigns a confidence score estimating the accuracy of their current location, according to 404 Media.

Top Calls on Wall Street: Nvidia, Tesla, Dell, Broadcom, Netflix, Boeing, Amazon and More

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Co Redburn reiterates Nvidia as buy</h2><p>The firm raised its price target to $268 per share from $245.</p><p>“We conclude that Nvidia will remain a positive outlier in terms of size, growth and profitability and that its moat is proving more durable than many expected.”</p><h2 id=\"id_643794499\" style=\"text-align: start;\">Raymond James reiterates Amazon as outperform</h2><p>Raymond James lowered its price target to $260 per share from $275 on Amazon.</p><p>“More tactically, we are constructive heading into Q4 supported by robust holiday trends, favorable ad checks and beatable AWS estimates though believe the AI Narrative is likely the primary factor influencing stock performance in the year ahead and look for meaningful progress against Trainium/Neuron, Nova/Kira, Alexa+/Rufus, Zoox/Prime Air Drones and/or Robotics to improve AI Stack positioning.”</p><h2 id=\"id_1229852078\" style=\"text-align: start;\">Wedbush reiterates Netflix as outperform</h2><p>Wedbush lowered its price target to $115 per share from $140 ahead of earnings next week.</p><p>“Shares have been in decline since Netflix reported underwhelming Q3 results and Q4 guidance, after several quarters of phenomenal results, amid the overhang from the contentious pending WB acquisition.”</p><h2 id=\"id_2266005455\" style=\"text-align: start;\">Bernstein reiterates Boeing as outperform</h2><p>Bernstein raised its price target on best ideas Boeing to $298 per share from $277.</p><p>“Boeing is our top Aerospace &amp; Defense pick for 2026, as we have increasing confidence in the growth path for the company.”</p><h2 id=\"id_3316165655\" style=\"text-align: start;\">Goldman Sachs reiterates Tesla as neutral</h2><p>Goldman says it’s cautious heading into Tesla earnings later January.</p><p>“For Tesla (Neutral), our 4Q EPS estimate is similar to the Street. Our 2026 auto delivery forecast is below Visible Alpha consensus, and we expect a soft 1Q26, but we expect Tesla to launch the Y L in the US/Europe early to mid year and for this to help volumes especially in 2H.”</p><h2 id=\"id_3911022422\" style=\"text-align: start;\">Rosenblatt initiates Quantum Computing as buy</h2><p>Rosenblatt says it sees “alot of ways to win” for the quantum computing company.</p><p>“Quantum Computing Inc. has legitimate quantum assets across photonics, compute, security and sensing as well as burgeoning thin film lithium niobate (TFLN) fabs that could supply both their and industry needs for integrated quantum photonics, nonlinear optics and optical waveguides.”</p><h2 id=\"id_2218170192\" style=\"text-align: start;\">UBS upgrades CI&amp;T to buy from neutral</h2><p>UBS says it sees a sector recovery for the Brazilian IT company.</p><p>“We updated our CI&amp;T model, raising PT to $7.00 (from $6.80) and upgrading the stock to Buy.”</p><h2 id=\"id_3529357182\" style=\"text-align: start;\">Barclays upgrades Applied Materials to overweight from equal weight</h2><p>Barclays said in its upgrade of Applied Materials that investors should buy the dip in the semis materials and engineering company.</p><p>“The company has underperformed due to valid concerns around China competition and exposure.”</p><h2 id=\"id_3075165633\" style=\"text-align: start;\">HSBC upgrades Digital Realty to buy from hold</h2><p>HSBC says the stock is a primary beneficiary of data center usage.</p><p>“Pricing power is likely to remain robust for large power blocks and could support strong revenue growth at DLR in the next 2-3 years.”</p><h2 id=\"id_1729249283\" style=\"text-align: start;\">Wells Fargo upgrades DraftKings to overweight from equal weight</h2><p>Wells says DraftKings is well positioned for growth.</p><p>“As we launched coverage on the group we wanted to be more constructive on DKNG, but also wanted to see the company meet/exceed on EBITDA. Our analysis of state level data on Handle, Hold and Promo levels suggests that time has come.”</p><p>Read more.</p><h2 id=\"id_925720526\" style=\"text-align: start;\">Barclays upgrades Dell to overweight from equal weight</h2><p>Barclays says it sees robust AI server orders for Dell.</p><p>“We are more positive on DELL given the strength in AI server orders, stability of AI op margins,<br/>expanding opportunities in enterprise server and storage, and DELL’s consistent disciplined opex management. We are encouraged by what we are seeing now and upgrading the name to OW from EW as we see more upside to come. We maintain our price target of $148.”</p><h2 id=\"id_1196464174\" style=\"text-align: start;\">Morgan Stanley upgrades Nokia to overweight from equal weight</h2><p>The firm says the stock is underappreciated.</p><p>“Following multiple years of restructuring and portfolio simplification, Nokia is emerging as a leaner company with underappreciated exposure to data center growth.”</p><h2 id=\"id_325028550\" style=\"text-align: start;\">Raymond James initiates BankUnited to outperform from market perform</h2><p>Raymond James says the regional bank has a robust balance sheet.</p><p>“We are initiating coverage of BankUnited, Inc. (BKU) with an Outperform rating and a $51 price target.”</p><h2 id=\"id_2283563447\" style=\"text-align: start;\">Citi upgrades Asana to buy from neutral</h2><p>Citi says it likes the work management company’s new CEO.</p><p>“We are upgrading ASAN to Buy/HR from Neutral/HR, maintaining our $16 TP”</p><h2 id=\"id_3842652411\" style=\"text-align: start;\">UBS downgrades GE Healthcare to sell from neutral</h2><p>UBS downgraded the stock mainly on valuation.</p><p>“Detailed analysis suggests expectations fully reflect opportunities...less so risks GEHC has almost fully recovered from April 2025 lows, and is now just &lt;10% off all time highs - materially outperforming close peers.”</p><h2 id=\"id_1749654026\" style=\"text-align: start;\">Morgan Stanley upgrades Amplitude and Descartes Systems to overweight from equal weight</h2><p>Morgan Stanley says it’s bullish on both software stocks in 2026.</p><p>“We upgrade AMPL to Overweight from Equal-weight the company stands to benefit from capturing higher amounts of digital product user behavior data as GenAI accelerates development of digital products like mobile and web applications. ... .Descartes Systems Group - Beneficiary of Supply Chain Disruption at a Growth Inflection Point.”</p><h2 id=\"id_1278324610\" style=\"text-align: start;\">UBS upgrades Entegris to buy from neutral</h2><p>UBS says the semiconductor materials supplier is a self-help story.</p><p>“We upgrade ENTG to Buy and raise our PT to $145 (from $90).”</p><h2 id=\"id_4274458036\" style=\"text-align: start;\">JPMorgan upgrades Calix to overweight from neutral</h2><p>JPMorgan says the telecommunications company has plenty more room to run.</p><p>“We are upgrading shares of Calix to Overweight (from Neutral) and raise our December 2026 price target to $90 (from $75) led by expectations of a strengthening spending backdrop from Broadband Service Providers (BSPs) in relation to network upgrades, as well as a focus on higher fiber adoption as part of those upgrades.”</p><h2 id=\"id_1414801356\" style=\"text-align: start;\">Wells Fargo upgrades Broadcom to overweight from equal weight</h2><p>Wells says investors should buy the weakness in Broadcom.</p><p>“Recent Pullback Provides Opportunity to Get Constructive w/ AI Expansion Catalysts Ahead; GM% Concerns Overdone.”</p><h2 id=\"id_2150990932\" style=\"text-align: start;\">Wells Fargo initiates Kinsale Group as overweight</h2><p>Wells says the specialty insurer has “superior growth.”</p><p>“We initiate KNSL (PT $490) with an Overweight rating on: superior growth prospects even in a soft market driven by new products, strong growth in TAM as more premium moves to the E&amp;S market, and technology stack allowing for higher quote / binding ratios...”</p><h2 id=\"id_2929687797\" style=\"text-align: start;\">Wells Fargo initiates American Financial Group as overweight</h2><p>Wells says the specialty insurer is best positioned for growth.</p><p>“We initiate AFG (PT $165) with an Overweight rating on: (1)accelerating growth, (2) stable margins with low property exposure, an area seeing the most pricing pressure...”</p><h2 id=\"id_3299932627\" style=\"text-align: start;\">Evercore ISI initiates Phillips Edison as outperform</h2><p>Evercore says it sees “growth opportunities” for the real estate investment trust.</p><p>“We are initiating coverage of Phillips Edison &amp; Company (PECO), a pureplay shopping center REIT that focuses on grocery anchored neighborhood shopping centers with an O/P rating and a 12-month PT of $41.”</p><h2 id=\"id_2834894213\" style=\"text-align: start;\">Morgan Stanley downgrades Albertsons to underweight from equal weight</h2><p>Morgan Stanley says it’s concerned about rising competition.</p><p>“For ACI, we are downgrading UW and lower our PT to $14 as ACI screens most at risk within the intensifying grocery wars...”</p><h2 id=\"id_3071614902\" style=\"text-align: start;\">Morgan Stanley names Dick’s a top pick</h2><p>The firm says Dick’s a best idea in 2026.</p><p>“DKS, which fits both the ‘leadership’ and ‘idiosyncratic’ frameworks, is not expensive, and has embedded EPS accretion optionality from FL.”</p><h2 id=\"id_4026126826\" style=\"text-align: start;\">Citi upgrades Southwest Gas to buy from neutral</h2><p>Citi says it sees an attractive entry point for the gas company.</p><p>“We are upgrading SWX to Buy ($99 price target) and initiating a positive catalyst watch into SWX’s establishment of EPS growth guidance on the Q4 release.”</p><h2 id=\"id_3626059623\" style=\"text-align: start;\">JPMorgan upgrades F5 Networks to overweight from neutral</h2><p>JPMorgan says it sees upside to consensus.</p><p>“We are upgrading shares of FFIV to Overweight from Neutral and raising our PT to $345 from $295 as we believe the risks contemplated to the financial outlook for FY26 on account of the security incident were overly conservative and we see upside to both consensus earnings estimates medium-term as well as upside in relation to the valuation multiple which has retraced since the time of disclosure of the security incident.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Nvidia, Tesla, Dell, Broadcom, Netflix, Boeing, Amazon and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-01-15 23:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are the biggest calls on Wall Street on Thursday:</p><h2 id=\"id_3217317552\" style=\"text-align: start;\">RBC initiates Nvidia as outperform</h2><p>RBC began coverage of Nvidia with a price target of $240 per share and says the stock has plenty of upside.</p><p>“NVDA’s $500b+ backlog, surging inferencing demand, and accelerating enterprise AI adoption give us further conviction.”</p><h2 id=\"id_3092786634\" style=\"text-align: start;\">Rothschild &amp; Co Redburn reiterates Nvidia as buy</h2><p>The firm raised its price target to $268 per share from $245.</p><p>“We conclude that Nvidia will remain a positive outlier in terms of size, growth and profitability and that its moat is proving more durable than many expected.”</p><h2 id=\"id_643794499\" style=\"text-align: start;\">Raymond James reiterates Amazon as outperform</h2><p>Raymond James lowered its price target to $260 per share from $275 on Amazon.</p><p>“More tactically, we are constructive heading into Q4 supported by robust holiday trends, favorable ad checks and beatable AWS estimates though believe the AI Narrative is likely the primary factor influencing stock performance in the year ahead and look for meaningful progress against Trainium/Neuron, Nova/Kira, Alexa+/Rufus, Zoox/Prime Air Drones and/or Robotics to improve AI Stack positioning.”</p><h2 id=\"id_1229852078\" style=\"text-align: start;\">Wedbush reiterates Netflix as outperform</h2><p>Wedbush lowered its price target to $115 per share from $140 ahead of earnings next week.</p><p>“Shares have been in decline since Netflix reported underwhelming Q3 results and Q4 guidance, after several quarters of phenomenal results, amid the overhang from the contentious pending WB acquisition.”</p><h2 id=\"id_2266005455\" style=\"text-align: start;\">Bernstein reiterates Boeing as outperform</h2><p>Bernstein raised its price target on best ideas Boeing to $298 per share from $277.</p><p>“Boeing is our top Aerospace &amp; Defense pick for 2026, as we have increasing confidence in the growth path for the company.”</p><h2 id=\"id_3316165655\" style=\"text-align: start;\">Goldman Sachs reiterates Tesla as neutral</h2><p>Goldman says it’s cautious heading into Tesla earnings later January.</p><p>“For Tesla (Neutral), our 4Q EPS estimate is similar to the Street. Our 2026 auto delivery forecast is below Visible Alpha consensus, and we expect a soft 1Q26, but we expect Tesla to launch the Y L in the US/Europe early to mid year and for this to help volumes especially in 2H.”</p><h2 id=\"id_3911022422\" style=\"text-align: start;\">Rosenblatt initiates Quantum Computing as buy</h2><p>Rosenblatt says it sees “alot of ways to win” for the quantum computing company.</p><p>“Quantum Computing Inc. has legitimate quantum assets across photonics, compute, security and sensing as well as burgeoning thin film lithium niobate (TFLN) fabs that could supply both their and industry needs for integrated quantum photonics, nonlinear optics and optical waveguides.”</p><h2 id=\"id_2218170192\" style=\"text-align: start;\">UBS upgrades CI&amp;T to buy from neutral</h2><p>UBS says it sees a sector recovery for the Brazilian IT company.</p><p>“We updated our CI&amp;T model, raising PT to $7.00 (from $6.80) and upgrading the stock to Buy.”</p><h2 id=\"id_3529357182\" style=\"text-align: start;\">Barclays upgrades Applied Materials to overweight from equal weight</h2><p>Barclays said in its upgrade of Applied Materials that investors should buy the dip in the semis materials and engineering company.</p><p>“The company has underperformed due to valid concerns around China competition and exposure.”</p><h2 id=\"id_3075165633\" style=\"text-align: start;\">HSBC upgrades Digital Realty to buy from hold</h2><p>HSBC says the stock is a primary beneficiary of data center usage.</p><p>“Pricing power is likely to remain robust for large power blocks and could support strong revenue growth at DLR in the next 2-3 years.”</p><h2 id=\"id_1729249283\" style=\"text-align: start;\">Wells Fargo upgrades DraftKings to overweight from equal weight</h2><p>Wells says DraftKings is well positioned for growth.</p><p>“As we launched coverage on the group we wanted to be more constructive on DKNG, but also wanted to see the company meet/exceed on EBITDA. Our analysis of state level data on Handle, Hold and Promo levels suggests that time has come.”</p><p>Read more.</p><h2 id=\"id_925720526\" style=\"text-align: start;\">Barclays upgrades Dell to overweight from equal weight</h2><p>Barclays says it sees robust AI server orders for Dell.</p><p>“We are more positive on DELL given the strength in AI server orders, stability of AI op margins,<br/>expanding opportunities in enterprise server and storage, and DELL’s consistent disciplined opex management. We are encouraged by what we are seeing now and upgrading the name to OW from EW as we see more upside to come. We maintain our price target of $148.”</p><h2 id=\"id_1196464174\" style=\"text-align: start;\">Morgan Stanley upgrades Nokia to overweight from equal weight</h2><p>The firm says the stock is underappreciated.</p><p>“Following multiple years of restructuring and portfolio simplification, Nokia is emerging as a leaner company with underappreciated exposure to data center growth.”</p><h2 id=\"id_325028550\" style=\"text-align: start;\">Raymond James initiates BankUnited to outperform from market perform</h2><p>Raymond James says the regional bank has a robust balance sheet.</p><p>“We are initiating coverage of BankUnited, Inc. (BKU) with an Outperform rating and a $51 price target.”</p><h2 id=\"id_2283563447\" style=\"text-align: start;\">Citi upgrades Asana to buy from neutral</h2><p>Citi says it likes the work management company’s new CEO.</p><p>“We are upgrading ASAN to Buy/HR from Neutral/HR, maintaining our $16 TP”</p><h2 id=\"id_3842652411\" style=\"text-align: start;\">UBS downgrades GE Healthcare to sell from neutral</h2><p>UBS downgraded the stock mainly on valuation.</p><p>“Detailed analysis suggests expectations fully reflect opportunities...less so risks GEHC has almost fully recovered from April 2025 lows, and is now just &lt;10% off all time highs - materially outperforming close peers.”</p><h2 id=\"id_1749654026\" style=\"text-align: start;\">Morgan Stanley upgrades Amplitude and Descartes Systems to overweight from equal weight</h2><p>Morgan Stanley says it’s bullish on both software stocks in 2026.</p><p>“We upgrade AMPL to Overweight from Equal-weight the company stands to benefit from capturing higher amounts of digital product user behavior data as GenAI accelerates development of digital products like mobile and web applications. ... .Descartes Systems Group - Beneficiary of Supply Chain Disruption at a Growth Inflection Point.”</p><h2 id=\"id_1278324610\" style=\"text-align: start;\">UBS upgrades Entegris to buy from neutral</h2><p>UBS says the semiconductor materials supplier is a self-help story.</p><p>“We upgrade ENTG to Buy and raise our PT to $145 (from $90).”</p><h2 id=\"id_4274458036\" style=\"text-align: start;\">JPMorgan upgrades Calix to overweight from neutral</h2><p>JPMorgan says the telecommunications company has plenty more room to run.</p><p>“We are upgrading shares of Calix to Overweight (from Neutral) and raise our December 2026 price target to $90 (from $75) led by expectations of a strengthening spending backdrop from Broadband Service Providers (BSPs) in relation to network upgrades, as well as a focus on higher fiber adoption as part of those upgrades.”</p><h2 id=\"id_1414801356\" style=\"text-align: start;\">Wells Fargo upgrades Broadcom to overweight from equal weight</h2><p>Wells says investors should buy the weakness in Broadcom.</p><p>“Recent Pullback Provides Opportunity to Get Constructive w/ AI Expansion Catalysts Ahead; GM% Concerns Overdone.”</p><h2 id=\"id_2150990932\" style=\"text-align: start;\">Wells Fargo initiates Kinsale Group as overweight</h2><p>Wells says the specialty insurer has “superior growth.”</p><p>“We initiate KNSL (PT $490) with an Overweight rating on: superior growth prospects even in a soft market driven by new products, strong growth in TAM as more premium moves to the E&amp;S market, and technology stack allowing for higher quote / binding ratios...”</p><h2 id=\"id_2929687797\" style=\"text-align: start;\">Wells Fargo initiates American Financial Group as overweight</h2><p>Wells says the specialty insurer is best positioned for growth.</p><p>“We initiate AFG (PT $165) with an Overweight rating on: (1)accelerating growth, (2) stable margins with low property exposure, an area seeing the most pricing pressure...”</p><h2 id=\"id_3299932627\" style=\"text-align: start;\">Evercore ISI initiates Phillips Edison as outperform</h2><p>Evercore says it sees “growth opportunities” for the real estate investment trust.</p><p>“We are initiating coverage of Phillips Edison &amp; Company (PECO), a pureplay shopping center REIT that focuses on grocery anchored neighborhood shopping centers with an O/P rating and a 12-month PT of $41.”</p><h2 id=\"id_2834894213\" style=\"text-align: start;\">Morgan Stanley downgrades Albertsons to underweight from equal weight</h2><p>Morgan Stanley says it’s concerned about rising competition.</p><p>“For ACI, we are downgrading UW and lower our PT to $14 as ACI screens most at risk within the intensifying grocery wars...”</p><h2 id=\"id_3071614902\" style=\"text-align: start;\">Morgan Stanley names Dick’s a top pick</h2><p>The firm says Dick’s a best idea in 2026.</p><p>“DKS, which fits both the ‘leadership’ and ‘idiosyncratic’ frameworks, is not expensive, and has embedded EPS accretion optionality from FL.”</p><h2 id=\"id_4026126826\" style=\"text-align: start;\">Citi upgrades Southwest Gas to buy from neutral</h2><p>Citi says it sees an attractive entry point for the gas company.</p><p>“We are upgrading SWX to Buy ($99 price target) and initiating a positive catalyst watch into SWX’s establishment of EPS growth guidance on the Q4 release.”</p><h2 id=\"id_3626059623\" style=\"text-align: start;\">JPMorgan upgrades F5 Networks to overweight from neutral</h2><p>JPMorgan says it sees upside to consensus.</p><p>“We are upgrading shares of FFIV to Overweight from Neutral and raising our PT to $345 from $295 as we believe the risks contemplated to the financial outlook for FY26 on account of the security incident were overly conservative and we see upside to both consensus earnings estimates medium-term as well as upside in relation to the valuation multiple which has retraced since the time of disclosure of the security incident.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文","TSM":"台积电","GOOGL":"谷歌A","SMCI":"超微电脑","AMD":"美国超微公司","NFLX":"奈飞","AMZN":"亚马逊","META":"Meta Platforms, Inc.","NVDA":"英伟达","TSLA":"特斯拉","MSFT":"微软","AAPL":"苹果","MU":"美光科技","AVGO":"博通","BA":"波音","PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103744894","content_text":"Here are the biggest calls on Wall Street on Thursday:RBC initiates Nvidia as outperformRBC began coverage of Nvidia with a price target of $240 per share and says the stock has plenty of upside.“NVDA’s $500b+ backlog, surging inferencing demand, and accelerating enterprise AI adoption give us further conviction.”Rothschild & Co Redburn reiterates Nvidia as buyThe firm raised its price target to $268 per share from $245.“We conclude that Nvidia will remain a positive outlier in terms of size, growth and profitability and that its moat is proving more durable than many expected.”Raymond James reiterates Amazon as outperformRaymond James lowered its price target to $260 per share from $275 on Amazon.“More tactically, we are constructive heading into Q4 supported by robust holiday trends, favorable ad checks and beatable AWS estimates though believe the AI Narrative is likely the primary factor influencing stock performance in the year ahead and look for meaningful progress against Trainium/Neuron, Nova/Kira, Alexa+/Rufus, Zoox/Prime Air Drones and/or Robotics to improve AI Stack positioning.”Wedbush reiterates Netflix as outperformWedbush lowered its price target to $115 per share from $140 ahead of earnings next week.“Shares have been in decline since Netflix reported underwhelming Q3 results and Q4 guidance, after several quarters of phenomenal results, amid the overhang from the contentious pending WB acquisition.”Bernstein reiterates Boeing as outperformBernstein raised its price target on best ideas Boeing to $298 per share from $277.“Boeing is our top Aerospace & Defense pick for 2026, as we have increasing confidence in the growth path for the company.”Goldman Sachs reiterates Tesla as neutralGoldman says it’s cautious heading into Tesla earnings later January.“For Tesla (Neutral), our 4Q EPS estimate is similar to the Street. Our 2026 auto delivery forecast is below Visible Alpha consensus, and we expect a soft 1Q26, but we expect Tesla to launch the Y L in the US/Europe early to mid year and for this to help volumes especially in 2H.”Rosenblatt initiates Quantum Computing as buyRosenblatt says it sees “alot of ways to win” for the quantum computing company.“Quantum Computing Inc. has legitimate quantum assets across photonics, compute, security and sensing as well as burgeoning thin film lithium niobate (TFLN) fabs that could supply both their and industry needs for integrated quantum photonics, nonlinear optics and optical waveguides.”UBS upgrades CI&T to buy from neutralUBS says it sees a sector recovery for the Brazilian IT company.“We updated our CI&T model, raising PT to $7.00 (from $6.80) and upgrading the stock to Buy.”Barclays upgrades Applied Materials to overweight from equal weightBarclays said in its upgrade of Applied Materials that investors should buy the dip in the semis materials and engineering company.“The company has underperformed due to valid concerns around China competition and exposure.”HSBC upgrades Digital Realty to buy from holdHSBC says the stock is a primary beneficiary of data center usage.“Pricing power is likely to remain robust for large power blocks and could support strong revenue growth at DLR in the next 2-3 years.”Wells Fargo upgrades DraftKings to overweight from equal weightWells says DraftKings is well positioned for growth.“As we launched coverage on the group we wanted to be more constructive on DKNG, but also wanted to see the company meet/exceed on EBITDA. Our analysis of state level data on Handle, Hold and Promo levels suggests that time has come.”Read more.Barclays upgrades Dell to overweight from equal weightBarclays says it sees robust AI server orders for Dell.“We are more positive on DELL given the strength in AI server orders, stability of AI op margins,expanding opportunities in enterprise server and storage, and DELL’s consistent disciplined opex management. We are encouraged by what we are seeing now and upgrading the name to OW from EW as we see more upside to come. We maintain our price target of $148.”Morgan Stanley upgrades Nokia to overweight from equal weightThe firm says the stock is underappreciated.“Following multiple years of restructuring and portfolio simplification, Nokia is emerging as a leaner company with underappreciated exposure to data center growth.”Raymond James initiates BankUnited to outperform from market performRaymond James says the regional bank has a robust balance sheet.“We are initiating coverage of BankUnited, Inc. (BKU) with an Outperform rating and a $51 price target.”Citi upgrades Asana to buy from neutralCiti says it likes the work management company’s new CEO.“We are upgrading ASAN to Buy/HR from Neutral/HR, maintaining our $16 TP”UBS downgrades GE Healthcare to sell from neutralUBS downgraded the stock mainly on valuation.“Detailed analysis suggests expectations fully reflect opportunities...less so risks GEHC has almost fully recovered from April 2025 lows, and is now just <10% off all time highs - materially outperforming close peers.”Morgan Stanley upgrades Amplitude and Descartes Systems to overweight from equal weightMorgan Stanley says it’s bullish on both software stocks in 2026.“We upgrade AMPL to Overweight from Equal-weight the company stands to benefit from capturing higher amounts of digital product user behavior data as GenAI accelerates development of digital products like mobile and web applications. ... .Descartes Systems Group - Beneficiary of Supply Chain Disruption at a Growth Inflection Point.”UBS upgrades Entegris to buy from neutralUBS says the semiconductor materials supplier is a self-help story.“We upgrade ENTG to Buy and raise our PT to $145 (from $90).”JPMorgan upgrades Calix to overweight from neutralJPMorgan says the telecommunications company has plenty more room to run.“We are upgrading shares of Calix to Overweight (from Neutral) and raise our December 2026 price target to $90 (from $75) led by expectations of a strengthening spending backdrop from Broadband Service Providers (BSPs) in relation to network upgrades, as well as a focus on higher fiber adoption as part of those upgrades.”Wells Fargo upgrades Broadcom to overweight from equal weightWells says investors should buy the weakness in Broadcom.“Recent Pullback Provides Opportunity to Get Constructive w/ AI Expansion Catalysts Ahead; GM% Concerns Overdone.”Wells Fargo initiates Kinsale Group as overweightWells says the specialty insurer has “superior growth.”“We initiate KNSL (PT $490) with an Overweight rating on: superior growth prospects even in a soft market driven by new products, strong growth in TAM as more premium moves to the E&S market, and technology stack allowing for higher quote / binding ratios...”Wells Fargo initiates American Financial Group as overweightWells says the specialty insurer is best positioned for growth.“We initiate AFG (PT $165) with an Overweight rating on: (1)accelerating growth, (2) stable margins with low property exposure, an area seeing the most pricing pressure...”Evercore ISI initiates Phillips Edison as outperformEvercore says it sees “growth opportunities” for the real estate investment trust.“We are initiating coverage of Phillips Edison & Company (PECO), a pureplay shopping center REIT that focuses on grocery anchored neighborhood shopping centers with an O/P rating and a 12-month PT of $41.”Morgan Stanley downgrades Albertsons to underweight from equal weightMorgan Stanley says it’s concerned about rising competition.“For ACI, we are downgrading UW and lower our PT to $14 as ACI screens most at risk within the intensifying grocery wars...”Morgan Stanley names Dick’s a top pickThe firm says Dick’s a best idea in 2026.“DKS, which fits both the ‘leadership’ and ‘idiosyncratic’ frameworks, is not expensive, and has embedded EPS accretion optionality from FL.”Citi upgrades Southwest Gas to buy from neutralCiti says it sees an attractive entry point for the gas company.“We are upgrading SWX to Buy ($99 price target) and initiating a positive catalyst watch into SWX’s establishment of EPS growth guidance on the Q4 release.”JPMorgan upgrades F5 Networks to overweight from neutralJPMorgan says it sees upside to consensus.“We are upgrading shares of FFIV to Overweight from Neutral and raising our PT to $345 from $295 as we believe the risks contemplated to the financial outlook for FY26 on account of the security incident were overly conservative and we see upside to both consensus earnings estimates medium-term as well as upside in relation to the valuation multiple which has retraced since the time of disclosure of the security incident.","news_type":1,"symbols_score_info":{"ORCL":2,"AVGO":2,"MSFT":2,"PLTR":2,"BA":2,"META":2,"TSM":2,"AAPL":2,"NFLX":2,"SMCI":2,"NVDA":2,"TSLA":2,"AMZN":2,"MU":2,"GOOGL":2,"AMD":2}},"isVote":1,"tweetType":1,"viewCount":11,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["PLTR","ICE.AU","ICE"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":534,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/522170741797208"}