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Ratings Weekly｜Apple, Shopify, Nvidia, Oscar Health, Micron, Walmart, Microsoft, Amazon and More to Watch

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Here are calls made by Wall Street's best analysts during the week of Feb. 9-13.1. Evercore ISI reiterates Apple as outperformThe firm says reports...","content":"<html><head></head><body><p><em>What has Wall Street been buzzing about this week? Here are calls made by Wall Street&#39;s best analysts during the week of Feb. 9-13.</em></p><h2 id=\"id_1054623202\">1. Evercore ISI reiterates Apple as outperform</h2><p>The firm says reports of Apple delaying Siri upgrades are overdone.</p><p>“Apple is likely to delay the expected March launch of Apple intelligence 2.0 given recent headwinds during testing. Expect a multi-phase release of Apple’s new AI features this year, with the potential for new/upgraded Apple Intelligence features mid-year and then a complete overhaul of Siri this fall. Privacy appears to be paramount, with Apple prioritizing data protection along with seamless integration before launching the upgrades.”</p><h2 id=\"id_4066833882\">Citi reiterates Apple as buy</h2><p>Citi says the stock remains a top idea.</p><p>“On #1 AAPL, we model growing services and premium phone mix with higher gross margins to offset DRAM price hike in 2H26”</p><h2 id=\"id_2095511472\">2. TD Cowen upgrades Shopify to buy from hold</h2><p>TD Cowen says Shopify is too attractive to ignore at current levels.</p><p>“The combination of a strong quarter, continued growth momentum despite seasonality, and the -10% intraday performance (-30% YTD) represents an attractive entry point for investors to own the de facto modern-day eCommerce infrastructure with durable high growth.”</p><h2 id=\"id_1545934640\">MoffettNathanson upgrades Shopify to buy from neutral</h2><p>The firm says it sees an “attractive entry point.”</p><p>“The wipeout in software stocks on rising vibe coding fears has hit SHOP over the company’s perceived vulnerability, despite it not being a software company in the traditional sense. This has created an unusually attractive entry point for a stock that we believe will be a long-term winner in the AI commerce wars.”</p><h2 id=\"id_3098111908\">3. KeyBanc reiterates Nvidia as overweight</h2><p>KeyBanc says Nvidia remains well positioned.</p><p>“We see NVDA as remaining uniquely positioned to benefit from AI/ML secular data center growth within the industry. With significant barriers to entry created by its CUDA software stack, we see limited competitive risks and expect NVDA to continue to dominate one of the fastest growing workloads in cloud and enterprise.”</p><h2 id=\"id_1962792224\">UBS reiterates Nvidia as buy</h2><p>UBS raised its price target on Nvidia to $245 per share from $235.</p><p>“Given middling stock performance, supply chain signals that remain bullish, and a management team that seems frustrated with the prevailing doubts around growth and margin sustainability, the earnings set-up here seems positive...”</p><h2 id=\"id_2067777390\">4. TD Cowen initiates D-Wave Quantum as buy</h2><p>TD Cowen says the quantum computing company is firing on all cylinders.</p><p>“We initiate coverage on QBTS with a Buy rating. QBTS is a leader in quantum annealing technology and among the first companies to realize commercial revenues.”</p><h2 id=\"id_2674853152\">5. Raymond James upgrades Oscar Health to outperform from market perform</h2><p>The firm says the stock is the “best house in a tough neighborhood.”</p><p>“We are upgrading OSCR to Outperform and establishing a $18 price target as we see the relative valuation attractive here as margins recover across the ACA [Affordable Care Act] exchange market, and see OSCR as the ‘best house in a tough neighborhood.’”</p><h2 id=\"id_837602219\">6. Barclays upgrades Analog Devices to overweight from equal weight</h2><p>Barclays says the stock has a “best-in-class” margin profile.</p><p>“ADI has an attractive margin profile that is industry leading and a much better inventory position than peers.”</p><h2 id=\"id_3098581547\">7. Bernstein reiterates Oracle as outperform</h2><p>The firm said in a note it was pondering what Oracle is worth but that it’s sticking with the stock.</p><p>“We see the downside risks associated with the recently announced AI datacenter contracts as quite limited and while we do not believe this ‘doomsday’ scenario, we think that investors need to understand the limited downside risk as compared to the substantial upside opportunity. Given how much more the story is skewed to reward over risk we reiterate our Outperform.”</p><h2 id=\"id_1330577291\">8. Baird upgrades Cloudflare to outperform from neutral</h2><p>Baird says sentiment is turning positive for Cloudflare.</p><p>“With sentiment moderated, fundamentals accelerating, risk/reward has turned decisively favorable.”</p><h2 id=\"id_183368698\">9. Morgan Stanley reiterates Micron as overweight</h2><p>Morgan Stanley raised its price target to $450 per share from $350.</p><p>“Pricing has moved substantially higher since Micron gave guidance, with shortages in every end market;”</p><h2 id=\"id_2466299820\">Deutsche Bank reiterates Micron as buy</h2><p>Deutsche raised its price target on Micron to $500 per share from $300.</p><p>″...we see the current market environment as remaining favorable for MU in the coming quarters.”</p><h2 id=\"id_3662889606\">10. Goldman Sachs reiterates Robinhood as buy</h2><p>Goldman lowered its price target on Robinhood to $132 per share from $150 following earnings.</p><p>“We expect a mixed market response, given the core EPS was weaker, on 4% lower net revenue (although up 27% YoY). That said, management struck a constructive tone on the 2026 outlook, and expect revenue growth to continue to exceed expense growth, given the majority of expenses are in investment.”</p><h2 id=\"id_2531971006\">11. Bernstein reiterates Netflix as outperform</h2><p>The firm says Paramount’s latest bid for WBD is a test for Netflix.</p><p>“Brilliant move by PSKY. Turns out this isn’t a Hail Mary—it’s a game of inches. In our view, PSKY needs to test NFLX’s pain threshold without having to bid too high. PSKY’s revised offer does exactly that, without further constraining its balance sheet (for now). The ball is now with NFLX.”</p><h2 id=\"id_1073741542\">11. Benchmark reiterates Tesla as buy</h2><p>Benchmark says it’s sticking with Tesla for 2026.</p><p>“Tesla enters 2026 amid a strategic transition, prioritizing reinvestment and platform development over near‑term earnings optimization. While 4Q results highlighted resilience in margins, energy growth, and cash generation, our outlook for 2026 reflects an investment year as spending accelerates across autonomy, AI, robotics, and energy infrastructure.”</p><h2 id=\"id_3921211008\">Barclays reiterates Tesla as equal weight</h2><p>Barclays says Tesla remains a “battleground stock.”</p><p>“Remains battleground stock. Investors broadly acknowledge value is extreme and near-term fundamentals remain in question, but this is increasingly of less relevance to the stock”</p><h2 id=\"id_1020602324\">12. Wells Fargo reiterates Walmart as overweight</h2><p>Wells raised its price target on Walmart to $140 per share from $130 ahead of earnings next week.</p><p>“Expect a solid Q4 w/ 4.5%+ US SSS &amp; a slight EPS beat. The ’26 outlook is tricky given historical conservatism; but investors expect initial guide below St. No risk to narrative, but +16% YTD (vs. SPX +1.7%) and high valuation may limit N/T upside.”</p><h2 id=\"id_385117063\">13. Raymond James upgrades Take-Two to strong buy from outperform</h2><p>The firm says it’s a “fear driven buying opportunity.”</p><p>“We are upgrading shares of Take-Two (TTWO) to Strong Buy and keeping our $285 price target intact.”</p><h2 id=\"id_2982613303\">14. Daiwa upgrades Palantir to buy from neutral</h2><p>Daiwa upgraded Palantir following its recent earnings report.</p><p>“The robust showing continued to be driven by the US business which saw US commercial revenue surge 137%, accelerating 16 points vs. 3Q.”</p><h2 id=\"id_2562411134\">15. Melius downgrades Microsoft to hold from buy</h2><p>Melius says Microsoft “is losing the narrative.”</p><p>“Microsoft’s recent conference call isn’t aging well with us. We made some initial criticisms, but now we are even more concerned that the company is moving too slowly with regard to Copilot in 365 – with more of a seat-first model that is susceptible to agents. First, we are still floored that Copilot had only 15mm paid users after 3 years of hype.”</p><h2 id=\"id_4180294047\">16. Bank of America reiterates Amazon as buy</h2><p>Bank of America said a review of the company’s 10-K makes it clear that “AWS capex returns will be the top stock driver.”</p><p>“We think returns on AWS AI capex will be top stock driver for several years, and while the capacity ramp will add to quarterly margin volatility for AWS, we think this capacity will be fully utilized as part of the AI-driven transformation across industries and will help Amazon maintain competitiveness in a very attractive sector.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ratings Weekly｜Apple, Shopify, Nvidia, Oscar Health, Micron, Walmart, Microsoft, Amazon and More to Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; 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\">\nRatings Weekly｜Apple, Shopify, Nvidia, Oscar Health, Micron, Walmart, Microsoft, Amazon and More to Watch\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\">2026-02-15 07:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>What has Wall Street been buzzing about this week? Here are calls made by Wall Street&#39;s best analysts during the week of Feb. 9-13.</em></p><h2 id=\"id_1054623202\">1. Evercore ISI reiterates Apple as outperform</h2><p>The firm says reports of Apple delaying Siri upgrades are overdone.</p><p>“Apple is likely to delay the expected March launch of Apple intelligence 2.0 given recent headwinds during testing. Expect a multi-phase release of Apple’s new AI features this year, with the potential for new/upgraded Apple Intelligence features mid-year and then a complete overhaul of Siri this fall. Privacy appears to be paramount, with Apple prioritizing data protection along with seamless integration before launching the upgrades.”</p><h2 id=\"id_4066833882\">Citi reiterates Apple as buy</h2><p>Citi says the stock remains a top idea.</p><p>“On #1 AAPL, we model growing services and premium phone mix with higher gross margins to offset DRAM price hike in 2H26”</p><h2 id=\"id_2095511472\">2. TD Cowen upgrades Shopify to buy from hold</h2><p>TD Cowen says Shopify is too attractive to ignore at current levels.</p><p>“The combination of a strong quarter, continued growth momentum despite seasonality, and the -10% intraday performance (-30% YTD) represents an attractive entry point for investors to own the de facto modern-day eCommerce infrastructure with durable high growth.”</p><h2 id=\"id_1545934640\">MoffettNathanson upgrades Shopify to buy from neutral</h2><p>The firm says it sees an “attractive entry point.”</p><p>“The wipeout in software stocks on rising vibe coding fears has hit SHOP over the company’s perceived vulnerability, despite it not being a software company in the traditional sense. This has created an unusually attractive entry point for a stock that we believe will be a long-term winner in the AI commerce wars.”</p><h2 id=\"id_3098111908\">3. KeyBanc reiterates Nvidia as overweight</h2><p>KeyBanc says Nvidia remains well positioned.</p><p>“We see NVDA as remaining uniquely positioned to benefit from AI/ML secular data center growth within the industry. With significant barriers to entry created by its CUDA software stack, we see limited competitive risks and expect NVDA to continue to dominate one of the fastest growing workloads in cloud and enterprise.”</p><h2 id=\"id_1962792224\">UBS reiterates Nvidia as buy</h2><p>UBS raised its price target on Nvidia to $245 per share from $235.</p><p>“Given middling stock performance, supply chain signals that remain bullish, and a management team that seems frustrated with the prevailing doubts around growth and margin sustainability, the earnings set-up here seems positive...”</p><h2 id=\"id_2067777390\">4. TD Cowen initiates D-Wave Quantum as buy</h2><p>TD Cowen says the quantum computing company is firing on all cylinders.</p><p>“We initiate coverage on QBTS with a Buy rating. QBTS is a leader in quantum annealing technology and among the first companies to realize commercial revenues.”</p><h2 id=\"id_2674853152\">5. Raymond James upgrades Oscar Health to outperform from market perform</h2><p>The firm says the stock is the “best house in a tough neighborhood.”</p><p>“We are upgrading OSCR to Outperform and establishing a $18 price target as we see the relative valuation attractive here as margins recover across the ACA [Affordable Care Act] exchange market, and see OSCR as the ‘best house in a tough neighborhood.’”</p><h2 id=\"id_837602219\">6. Barclays upgrades Analog Devices to overweight from equal weight</h2><p>Barclays says the stock has a “best-in-class” margin profile.</p><p>“ADI has an attractive margin profile that is industry leading and a much better inventory position than peers.”</p><h2 id=\"id_3098581547\">7. Bernstein reiterates Oracle as outperform</h2><p>The firm said in a note it was pondering what Oracle is worth but that it’s sticking with the stock.</p><p>“We see the downside risks associated with the recently announced AI datacenter contracts as quite limited and while we do not believe this ‘doomsday’ scenario, we think that investors need to understand the limited downside risk as compared to the substantial upside opportunity. Given how much more the story is skewed to reward over risk we reiterate our Outperform.”</p><h2 id=\"id_1330577291\">8. Baird upgrades Cloudflare to outperform from neutral</h2><p>Baird says sentiment is turning positive for Cloudflare.</p><p>“With sentiment moderated, fundamentals accelerating, risk/reward has turned decisively favorable.”</p><h2 id=\"id_183368698\">9. Morgan Stanley reiterates Micron as overweight</h2><p>Morgan Stanley raised its price target to $450 per share from $350.</p><p>“Pricing has moved substantially higher since Micron gave guidance, with shortages in every end market;”</p><h2 id=\"id_2466299820\">Deutsche Bank reiterates Micron as buy</h2><p>Deutsche raised its price target on Micron to $500 per share from $300.</p><p>″...we see the current market environment as remaining favorable for MU in the coming quarters.”</p><h2 id=\"id_3662889606\">10. Goldman Sachs reiterates Robinhood as buy</h2><p>Goldman lowered its price target on Robinhood to $132 per share from $150 following earnings.</p><p>“We expect a mixed market response, given the core EPS was weaker, on 4% lower net revenue (although up 27% YoY). That said, management struck a constructive tone on the 2026 outlook, and expect revenue growth to continue to exceed expense growth, given the majority of expenses are in investment.”</p><h2 id=\"id_2531971006\">11. Bernstein reiterates Netflix as outperform</h2><p>The firm says Paramount’s latest bid for WBD is a test for Netflix.</p><p>“Brilliant move by PSKY. Turns out this isn’t a Hail Mary—it’s a game of inches. In our view, PSKY needs to test NFLX’s pain threshold without having to bid too high. PSKY’s revised offer does exactly that, without further constraining its balance sheet (for now). The ball is now with NFLX.”</p><h2 id=\"id_1073741542\">11. Benchmark reiterates Tesla as buy</h2><p>Benchmark says it’s sticking with Tesla for 2026.</p><p>“Tesla enters 2026 amid a strategic transition, prioritizing reinvestment and platform development over near‑term earnings optimization. While 4Q results highlighted resilience in margins, energy growth, and cash generation, our outlook for 2026 reflects an investment year as spending accelerates across autonomy, AI, robotics, and energy infrastructure.”</p><h2 id=\"id_3921211008\">Barclays reiterates Tesla as equal weight</h2><p>Barclays says Tesla remains a “battleground stock.”</p><p>“Remains battleground stock. Investors broadly acknowledge value is extreme and near-term fundamentals remain in question, but this is increasingly of less relevance to the stock”</p><h2 id=\"id_1020602324\">12. Wells Fargo reiterates Walmart as overweight</h2><p>Wells raised its price target on Walmart to $140 per share from $130 ahead of earnings next week.</p><p>“Expect a solid Q4 w/ 4.5%+ US SSS &amp; a slight EPS beat. The ’26 outlook is tricky given historical conservatism; but investors expect initial guide below St. No risk to narrative, but +16% YTD (vs. SPX +1.7%) and high valuation may limit N/T upside.”</p><h2 id=\"id_385117063\">13. Raymond James upgrades Take-Two to strong buy from outperform</h2><p>The firm says it’s a “fear driven buying opportunity.”</p><p>“We are upgrading shares of Take-Two (TTWO) to Strong Buy and keeping our $285 price target intact.”</p><h2 id=\"id_2982613303\">14. Daiwa upgrades Palantir to buy from neutral</h2><p>Daiwa upgraded Palantir following its recent earnings report.</p><p>“The robust showing continued to be driven by the US business which saw US commercial revenue surge 137%, accelerating 16 points vs. 3Q.”</p><h2 id=\"id_2562411134\">15. Melius downgrades Microsoft to hold from buy</h2><p>Melius says Microsoft “is losing the narrative.”</p><p>“Microsoft’s recent conference call isn’t aging well with us. We made some initial criticisms, but now we are even more concerned that the company is moving too slowly with regard to Copilot in 365 – with more of a seat-first model that is susceptible to agents. First, we are still floored that Copilot had only 15mm paid users after 3 years of hype.”</p><h2 id=\"id_4180294047\">16. Bank of America reiterates Amazon as buy</h2><p>Bank of America said a review of the company’s 10-K makes it clear that “AWS capex returns will be the top stock driver.”</p><p>“We think returns on AWS AI capex will be top stock driver for several years, and while the capacity ramp will add to quarterly margin volatility for AWS, we think this capacity will be fully utilized as part of the AI-driven transformation across industries and will help Amazon maintain competitiveness in a very attractive sector.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛","AAPL":"苹果","NVDA":"英伟达","OSCR":"Oscar Health, Inc.","SHOP":"Shopify Inc","MU":"美光科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119219985","content_text":"What has Wall Street been buzzing about this week? Here are calls made by Wall Street's best analysts during the week of Feb. 9-13.1. Evercore ISI reiterates Apple as outperformThe firm says reports of Apple delaying Siri upgrades are overdone.“Apple is likely to delay the expected March launch of Apple intelligence 2.0 given recent headwinds during testing. Expect a multi-phase release of Apple’s new AI features this year, with the potential for new/upgraded Apple Intelligence features mid-year and then a complete overhaul of Siri this fall. Privacy appears to be paramount, with Apple prioritizing data protection along with seamless integration before launching the upgrades.”Citi reiterates Apple as buyCiti says the stock remains a top idea.“On #1 AAPL, we model growing services and premium phone mix with higher gross margins to offset DRAM price hike in 2H26”2. TD Cowen upgrades Shopify to buy from holdTD Cowen says Shopify is too attractive to ignore at current levels.“The combination of a strong quarter, continued growth momentum despite seasonality, and the -10% intraday performance (-30% YTD) represents an attractive entry point for investors to own the de facto modern-day eCommerce infrastructure with durable high growth.”MoffettNathanson upgrades Shopify to buy from neutralThe firm says it sees an “attractive entry point.”“The wipeout in software stocks on rising vibe coding fears has hit SHOP over the company’s perceived vulnerability, despite it not being a software company in the traditional sense. This has created an unusually attractive entry point for a stock that we believe will be a long-term winner in the AI commerce wars.”3. KeyBanc reiterates Nvidia as overweightKeyBanc says Nvidia remains well positioned.“We see NVDA as remaining uniquely positioned to benefit from AI/ML secular data center growth within the industry. With significant barriers to entry created by its CUDA software stack, we see limited competitive risks and expect NVDA to continue to dominate one of the fastest growing workloads in cloud and enterprise.”UBS reiterates Nvidia as buyUBS raised its price target on Nvidia to $245 per share from $235.“Given middling stock performance, supply chain signals that remain bullish, and a management team that seems frustrated with the prevailing doubts around growth and margin sustainability, the earnings set-up here seems positive...”4. TD Cowen initiates D-Wave Quantum as buyTD Cowen says the quantum computing company is firing on all cylinders.“We initiate coverage on QBTS with a Buy rating. QBTS is a leader in quantum annealing technology and among the first companies to realize commercial revenues.”5. Raymond James upgrades Oscar Health to outperform from market performThe firm says the stock is the “best house in a tough neighborhood.”“We are upgrading OSCR to Outperform and establishing a $18 price target as we see the relative valuation attractive here as margins recover across the ACA [Affordable Care Act] exchange market, and see OSCR as the ‘best house in a tough neighborhood.’”6. Barclays upgrades Analog Devices to overweight from equal weightBarclays says the stock has a “best-in-class” margin profile.“ADI has an attractive margin profile that is industry leading and a much better inventory position than peers.”7. Bernstein reiterates Oracle as outperformThe firm said in a note it was pondering what Oracle is worth but that it’s sticking with the stock.“We see the downside risks associated with the recently announced AI datacenter contracts as quite limited and while we do not believe this ‘doomsday’ scenario, we think that investors need to understand the limited downside risk as compared to the substantial upside opportunity. Given how much more the story is skewed to reward over risk we reiterate our Outperform.”8. Baird upgrades Cloudflare to outperform from neutralBaird says sentiment is turning positive for Cloudflare.“With sentiment moderated, fundamentals accelerating, risk/reward has turned decisively favorable.”9. Morgan Stanley reiterates Micron as overweightMorgan Stanley raised its price target to $450 per share from $350.“Pricing has moved substantially higher since Micron gave guidance, with shortages in every end market;”Deutsche Bank reiterates Micron as buyDeutsche raised its price target on Micron to $500 per share from $300.″...we see the current market environment as remaining favorable for MU in the coming quarters.”10. Goldman Sachs reiterates Robinhood as buyGoldman lowered its price target on Robinhood to $132 per share from $150 following earnings.“We expect a mixed market response, given the core EPS was weaker, on 4% lower net revenue (although up 27% YoY). That said, management struck a constructive tone on the 2026 outlook, and expect revenue growth to continue to exceed expense growth, given the majority of expenses are in investment.”11. Bernstein reiterates Netflix as outperformThe firm says Paramount’s latest bid for WBD is a test for Netflix.“Brilliant move by PSKY. Turns out this isn’t a Hail Mary—it’s a game of inches. In our view, PSKY needs to test NFLX’s pain threshold without having to bid too high. PSKY’s revised offer does exactly that, without further constraining its balance sheet (for now). The ball is now with NFLX.”11. Benchmark reiterates Tesla as buyBenchmark says it’s sticking with Tesla for 2026.“Tesla enters 2026 amid a strategic transition, prioritizing reinvestment and platform development over near‑term earnings optimization. While 4Q results highlighted resilience in margins, energy growth, and cash generation, our outlook for 2026 reflects an investment year as spending accelerates across autonomy, AI, robotics, and energy infrastructure.”Barclays reiterates Tesla as equal weightBarclays says Tesla remains a “battleground stock.”“Remains battleground stock. Investors broadly acknowledge value is extreme and near-term fundamentals remain in question, but this is increasingly of less relevance to the stock”12. Wells Fargo reiterates Walmart as overweightWells raised its price target on Walmart to $140 per share from $130 ahead of earnings next week.“Expect a solid Q4 w/ 4.5%+ US SSS & a slight EPS beat. The ’26 outlook is tricky given historical conservatism; but investors expect initial guide below St. No risk to narrative, but +16% YTD (vs. SPX +1.7%) and high valuation may limit N/T upside.”13. Raymond James upgrades Take-Two to strong buy from outperformThe firm says it’s a “fear driven buying opportunity.”“We are upgrading shares of Take-Two (TTWO) to Strong Buy and keeping our $285 price target intact.”14. Daiwa upgrades Palantir to buy from neutralDaiwa upgraded Palantir following its recent earnings report.“The robust showing continued to be driven by the US business which saw US commercial revenue surge 137%, accelerating 16 points vs. 3Q.”15. Melius downgrades Microsoft to hold from buyMelius says Microsoft “is losing the narrative.”“Microsoft’s recent conference call isn’t aging well with us. We made some initial criticisms, but now we are even more concerned that the company is moving too slowly with regard to Copilot in 365 – with more of a seat-first model that is susceptible to agents. First, we are still floored that Copilot had only 15mm paid users after 3 years of hype.”16. Bank of America reiterates Amazon as buyBank of America said a review of the company’s 10-K makes it clear that “AWS capex returns will be the top stock driver.”“We think returns on AWS AI capex will be top stock driver for several years, and while the capacity ramp will add to quarterly margin volatility for AWS, we think this capacity will be fully utilized as part of the AI-driven transformation across industries and will help Amazon maintain competitiveness in a very attractive sector.”","news_type":1,"symbols_score_info":{"AAPL":2,"OSCR":2,"NVDA":2,"WMT":2,"MU":2,"SHOP":2}},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":532870844548456,"gmtCreate":1771114545786,"gmtModify":1771119642727,"author":{"id":"4232829295788002","authorId":"4232829295788002","name":"moh arief subkhan siswoyo","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4232829295788002","authorIdStr":"4232829295788002"},"themes":[],"title":"","htmlText":"I haven't had my data confirmed yet so far so I haven't used my account","listText":"I haven't had my data confirmed yet so far so I haven't used my account","text":"I haven't had my data confirmed yet so far so I haven't used my account","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/532870844548456","repostId":"1119219985","repostType":2,"repost":{"id":"1119219985","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1771113198,"share":"https://ttm.financial/m/news/1119219985?lang=en_US&edition=fundamental","pubTime":"2026-02-15 07:53","market":"us","language":"en","title":"Ratings Weekly｜Apple, Shopify, Nvidia, Oscar Health, Micron, Walmart, Microsoft, Amazon and More to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1119219985","media":"Tiger Newspress","summary":"What has Wall Street been buzzing about this week? Here are calls made by Wall Street's best analysts during the week of Feb. 9-13.1. Evercore ISI reiterates Apple as outperformThe firm says reports...","content":"<html><head></head><body><p><em>What has Wall Street been buzzing about this week? Here are calls made by Wall Street&#39;s best analysts during the week of Feb. 9-13.</em></p><h2 id=\"id_1054623202\">1. Evercore ISI reiterates Apple as outperform</h2><p>The firm says reports of Apple delaying Siri upgrades are overdone.</p><p>“Apple is likely to delay the expected March launch of Apple intelligence 2.0 given recent headwinds during testing. Expect a multi-phase release of Apple’s new AI features this year, with the potential for new/upgraded Apple Intelligence features mid-year and then a complete overhaul of Siri this fall. Privacy appears to be paramount, with Apple prioritizing data protection along with seamless integration before launching the upgrades.”</p><h2 id=\"id_4066833882\">Citi reiterates Apple as buy</h2><p>Citi says the stock remains a top idea.</p><p>“On #1 AAPL, we model growing services and premium phone mix with higher gross margins to offset DRAM price hike in 2H26”</p><h2 id=\"id_2095511472\">2. TD Cowen upgrades Shopify to buy from hold</h2><p>TD Cowen says Shopify is too attractive to ignore at current levels.</p><p>“The combination of a strong quarter, continued growth momentum despite seasonality, and the -10% intraday performance (-30% YTD) represents an attractive entry point for investors to own the de facto modern-day eCommerce infrastructure with durable high growth.”</p><h2 id=\"id_1545934640\">MoffettNathanson upgrades Shopify to buy from neutral</h2><p>The firm says it sees an “attractive entry point.”</p><p>“The wipeout in software stocks on rising vibe coding fears has hit SHOP over the company’s perceived vulnerability, despite it not being a software company in the traditional sense. This has created an unusually attractive entry point for a stock that we believe will be a long-term winner in the AI commerce wars.”</p><h2 id=\"id_3098111908\">3. KeyBanc reiterates Nvidia as overweight</h2><p>KeyBanc says Nvidia remains well positioned.</p><p>“We see NVDA as remaining uniquely positioned to benefit from AI/ML secular data center growth within the industry. With significant barriers to entry created by its CUDA software stack, we see limited competitive risks and expect NVDA to continue to dominate one of the fastest growing workloads in cloud and enterprise.”</p><h2 id=\"id_1962792224\">UBS reiterates Nvidia as buy</h2><p>UBS raised its price target on Nvidia to $245 per share from $235.</p><p>“Given middling stock performance, supply chain signals that remain bullish, and a management team that seems frustrated with the prevailing doubts around growth and margin sustainability, the earnings set-up here seems positive...”</p><h2 id=\"id_2067777390\">4. TD Cowen initiates D-Wave Quantum as buy</h2><p>TD Cowen says the quantum computing company is firing on all cylinders.</p><p>“We initiate coverage on QBTS with a Buy rating. QBTS is a leader in quantum annealing technology and among the first companies to realize commercial revenues.”</p><h2 id=\"id_2674853152\">5. Raymond James upgrades Oscar Health to outperform from market perform</h2><p>The firm says the stock is the “best house in a tough neighborhood.”</p><p>“We are upgrading OSCR to Outperform and establishing a $18 price target as we see the relative valuation attractive here as margins recover across the ACA [Affordable Care Act] exchange market, and see OSCR as the ‘best house in a tough neighborhood.’”</p><h2 id=\"id_837602219\">6. Barclays upgrades Analog Devices to overweight from equal weight</h2><p>Barclays says the stock has a “best-in-class” margin profile.</p><p>“ADI has an attractive margin profile that is industry leading and a much better inventory position than peers.”</p><h2 id=\"id_3098581547\">7. Bernstein reiterates Oracle as outperform</h2><p>The firm said in a note it was pondering what Oracle is worth but that it’s sticking with the stock.</p><p>“We see the downside risks associated with the recently announced AI datacenter contracts as quite limited and while we do not believe this ‘doomsday’ scenario, we think that investors need to understand the limited downside risk as compared to the substantial upside opportunity. Given how much more the story is skewed to reward over risk we reiterate our Outperform.”</p><h2 id=\"id_1330577291\">8. Baird upgrades Cloudflare to outperform from neutral</h2><p>Baird says sentiment is turning positive for Cloudflare.</p><p>“With sentiment moderated, fundamentals accelerating, risk/reward has turned decisively favorable.”</p><h2 id=\"id_183368698\">9. Morgan Stanley reiterates Micron as overweight</h2><p>Morgan Stanley raised its price target to $450 per share from $350.</p><p>“Pricing has moved substantially higher since Micron gave guidance, with shortages in every end market;”</p><h2 id=\"id_2466299820\">Deutsche Bank reiterates Micron as buy</h2><p>Deutsche raised its price target on Micron to $500 per share from $300.</p><p>″...we see the current market environment as remaining favorable for MU in the coming quarters.”</p><h2 id=\"id_3662889606\">10. Goldman Sachs reiterates Robinhood as buy</h2><p>Goldman lowered its price target on Robinhood to $132 per share from $150 following earnings.</p><p>“We expect a mixed market response, given the core EPS was weaker, on 4% lower net revenue (although up 27% YoY). That said, management struck a constructive tone on the 2026 outlook, and expect revenue growth to continue to exceed expense growth, given the majority of expenses are in investment.”</p><h2 id=\"id_2531971006\">11. Bernstein reiterates Netflix as outperform</h2><p>The firm says Paramount’s latest bid for WBD is a test for Netflix.</p><p>“Brilliant move by PSKY. Turns out this isn’t a Hail Mary—it’s a game of inches. In our view, PSKY needs to test NFLX’s pain threshold without having to bid too high. PSKY’s revised offer does exactly that, without further constraining its balance sheet (for now). The ball is now with NFLX.”</p><h2 id=\"id_1073741542\">11. Benchmark reiterates Tesla as buy</h2><p>Benchmark says it’s sticking with Tesla for 2026.</p><p>“Tesla enters 2026 amid a strategic transition, prioritizing reinvestment and platform development over near‑term earnings optimization. While 4Q results highlighted resilience in margins, energy growth, and cash generation, our outlook for 2026 reflects an investment year as spending accelerates across autonomy, AI, robotics, and energy infrastructure.”</p><h2 id=\"id_3921211008\">Barclays reiterates Tesla as equal weight</h2><p>Barclays says Tesla remains a “battleground stock.”</p><p>“Remains battleground stock. Investors broadly acknowledge value is extreme and near-term fundamentals remain in question, but this is increasingly of less relevance to the stock”</p><h2 id=\"id_1020602324\">12. Wells Fargo reiterates Walmart as overweight</h2><p>Wells raised its price target on Walmart to $140 per share from $130 ahead of earnings next week.</p><p>“Expect a solid Q4 w/ 4.5%+ US SSS &amp; a slight EPS beat. The ’26 outlook is tricky given historical conservatism; but investors expect initial guide below St. No risk to narrative, but +16% YTD (vs. SPX +1.7%) and high valuation may limit N/T upside.”</p><h2 id=\"id_385117063\">13. Raymond James upgrades Take-Two to strong buy from outperform</h2><p>The firm says it’s a “fear driven buying opportunity.”</p><p>“We are upgrading shares of Take-Two (TTWO) to Strong Buy and keeping our $285 price target intact.”</p><h2 id=\"id_2982613303\">14. Daiwa upgrades Palantir to buy from neutral</h2><p>Daiwa upgraded Palantir following its recent earnings report.</p><p>“The robust showing continued to be driven by the US business which saw US commercial revenue surge 137%, accelerating 16 points vs. 3Q.”</p><h2 id=\"id_2562411134\">15. Melius downgrades Microsoft to hold from buy</h2><p>Melius says Microsoft “is losing the narrative.”</p><p>“Microsoft’s recent conference call isn’t aging well with us. We made some initial criticisms, but now we are even more concerned that the company is moving too slowly with regard to Copilot in 365 – with more of a seat-first model that is susceptible to agents. First, we are still floored that Copilot had only 15mm paid users after 3 years of hype.”</p><h2 id=\"id_4180294047\">16. Bank of America reiterates Amazon as buy</h2><p>Bank of America said a review of the company’s 10-K makes it clear that “AWS capex returns will be the top stock driver.”</p><p>“We think returns on AWS AI capex will be top stock driver for several years, and while the capacity ramp will add to quarterly margin volatility for AWS, we think this capacity will be fully utilized as part of the AI-driven transformation across industries and will help Amazon maintain competitiveness in a very attractive sector.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ratings Weekly｜Apple, Shopify, Nvidia, Oscar Health, Micron, Walmart, Microsoft, Amazon and More to Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; 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\">\nRatings Weekly｜Apple, Shopify, Nvidia, Oscar Health, Micron, Walmart, Microsoft, Amazon and More to Watch\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\">2026-02-15 07:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>What has Wall Street been buzzing about this week? Here are calls made by Wall Street&#39;s best analysts during the week of Feb. 9-13.</em></p><h2 id=\"id_1054623202\">1. Evercore ISI reiterates Apple as outperform</h2><p>The firm says reports of Apple delaying Siri upgrades are overdone.</p><p>“Apple is likely to delay the expected March launch of Apple intelligence 2.0 given recent headwinds during testing. Expect a multi-phase release of Apple’s new AI features this year, with the potential for new/upgraded Apple Intelligence features mid-year and then a complete overhaul of Siri this fall. Privacy appears to be paramount, with Apple prioritizing data protection along with seamless integration before launching the upgrades.”</p><h2 id=\"id_4066833882\">Citi reiterates Apple as buy</h2><p>Citi says the stock remains a top idea.</p><p>“On #1 AAPL, we model growing services and premium phone mix with higher gross margins to offset DRAM price hike in 2H26”</p><h2 id=\"id_2095511472\">2. TD Cowen upgrades Shopify to buy from hold</h2><p>TD Cowen says Shopify is too attractive to ignore at current levels.</p><p>“The combination of a strong quarter, continued growth momentum despite seasonality, and the -10% intraday performance (-30% YTD) represents an attractive entry point for investors to own the de facto modern-day eCommerce infrastructure with durable high growth.”</p><h2 id=\"id_1545934640\">MoffettNathanson upgrades Shopify to buy from neutral</h2><p>The firm says it sees an “attractive entry point.”</p><p>“The wipeout in software stocks on rising vibe coding fears has hit SHOP over the company’s perceived vulnerability, despite it not being a software company in the traditional sense. This has created an unusually attractive entry point for a stock that we believe will be a long-term winner in the AI commerce wars.”</p><h2 id=\"id_3098111908\">3. KeyBanc reiterates Nvidia as overweight</h2><p>KeyBanc says Nvidia remains well positioned.</p><p>“We see NVDA as remaining uniquely positioned to benefit from AI/ML secular data center growth within the industry. With significant barriers to entry created by its CUDA software stack, we see limited competitive risks and expect NVDA to continue to dominate one of the fastest growing workloads in cloud and enterprise.”</p><h2 id=\"id_1962792224\">UBS reiterates Nvidia as buy</h2><p>UBS raised its price target on Nvidia to $245 per share from $235.</p><p>“Given middling stock performance, supply chain signals that remain bullish, and a management team that seems frustrated with the prevailing doubts around growth and margin sustainability, the earnings set-up here seems positive...”</p><h2 id=\"id_2067777390\">4. TD Cowen initiates D-Wave Quantum as buy</h2><p>TD Cowen says the quantum computing company is firing on all cylinders.</p><p>“We initiate coverage on QBTS with a Buy rating. QBTS is a leader in quantum annealing technology and among the first companies to realize commercial revenues.”</p><h2 id=\"id_2674853152\">5. Raymond James upgrades Oscar Health to outperform from market perform</h2><p>The firm says the stock is the “best house in a tough neighborhood.”</p><p>“We are upgrading OSCR to Outperform and establishing a $18 price target as we see the relative valuation attractive here as margins recover across the ACA [Affordable Care Act] exchange market, and see OSCR as the ‘best house in a tough neighborhood.’”</p><h2 id=\"id_837602219\">6. Barclays upgrades Analog Devices to overweight from equal weight</h2><p>Barclays says the stock has a “best-in-class” margin profile.</p><p>“ADI has an attractive margin profile that is industry leading and a much better inventory position than peers.”</p><h2 id=\"id_3098581547\">7. Bernstein reiterates Oracle as outperform</h2><p>The firm said in a note it was pondering what Oracle is worth but that it’s sticking with the stock.</p><p>“We see the downside risks associated with the recently announced AI datacenter contracts as quite limited and while we do not believe this ‘doomsday’ scenario, we think that investors need to understand the limited downside risk as compared to the substantial upside opportunity. Given how much more the story is skewed to reward over risk we reiterate our Outperform.”</p><h2 id=\"id_1330577291\">8. Baird upgrades Cloudflare to outperform from neutral</h2><p>Baird says sentiment is turning positive for Cloudflare.</p><p>“With sentiment moderated, fundamentals accelerating, risk/reward has turned decisively favorable.”</p><h2 id=\"id_183368698\">9. Morgan Stanley reiterates Micron as overweight</h2><p>Morgan Stanley raised its price target to $450 per share from $350.</p><p>“Pricing has moved substantially higher since Micron gave guidance, with shortages in every end market;”</p><h2 id=\"id_2466299820\">Deutsche Bank reiterates Micron as buy</h2><p>Deutsche raised its price target on Micron to $500 per share from $300.</p><p>″...we see the current market environment as remaining favorable for MU in the coming quarters.”</p><h2 id=\"id_3662889606\">10. Goldman Sachs reiterates Robinhood as buy</h2><p>Goldman lowered its price target on Robinhood to $132 per share from $150 following earnings.</p><p>“We expect a mixed market response, given the core EPS was weaker, on 4% lower net revenue (although up 27% YoY). That said, management struck a constructive tone on the 2026 outlook, and expect revenue growth to continue to exceed expense growth, given the majority of expenses are in investment.”</p><h2 id=\"id_2531971006\">11. Bernstein reiterates Netflix as outperform</h2><p>The firm says Paramount’s latest bid for WBD is a test for Netflix.</p><p>“Brilliant move by PSKY. Turns out this isn’t a Hail Mary—it’s a game of inches. In our view, PSKY needs to test NFLX’s pain threshold without having to bid too high. PSKY’s revised offer does exactly that, without further constraining its balance sheet (for now). The ball is now with NFLX.”</p><h2 id=\"id_1073741542\">11. Benchmark reiterates Tesla as buy</h2><p>Benchmark says it’s sticking with Tesla for 2026.</p><p>“Tesla enters 2026 amid a strategic transition, prioritizing reinvestment and platform development over near‑term earnings optimization. While 4Q results highlighted resilience in margins, energy growth, and cash generation, our outlook for 2026 reflects an investment year as spending accelerates across autonomy, AI, robotics, and energy infrastructure.”</p><h2 id=\"id_3921211008\">Barclays reiterates Tesla as equal weight</h2><p>Barclays says Tesla remains a “battleground stock.”</p><p>“Remains battleground stock. Investors broadly acknowledge value is extreme and near-term fundamentals remain in question, but this is increasingly of less relevance to the stock”</p><h2 id=\"id_1020602324\">12. Wells Fargo reiterates Walmart as overweight</h2><p>Wells raised its price target on Walmart to $140 per share from $130 ahead of earnings next week.</p><p>“Expect a solid Q4 w/ 4.5%+ US SSS &amp; a slight EPS beat. The ’26 outlook is tricky given historical conservatism; but investors expect initial guide below St. No risk to narrative, but +16% YTD (vs. SPX +1.7%) and high valuation may limit N/T upside.”</p><h2 id=\"id_385117063\">13. Raymond James upgrades Take-Two to strong buy from outperform</h2><p>The firm says it’s a “fear driven buying opportunity.”</p><p>“We are upgrading shares of Take-Two (TTWO) to Strong Buy and keeping our $285 price target intact.”</p><h2 id=\"id_2982613303\">14. Daiwa upgrades Palantir to buy from neutral</h2><p>Daiwa upgraded Palantir following its recent earnings report.</p><p>“The robust showing continued to be driven by the US business which saw US commercial revenue surge 137%, accelerating 16 points vs. 3Q.”</p><h2 id=\"id_2562411134\">15. Melius downgrades Microsoft to hold from buy</h2><p>Melius says Microsoft “is losing the narrative.”</p><p>“Microsoft’s recent conference call isn’t aging well with us. We made some initial criticisms, but now we are even more concerned that the company is moving too slowly with regard to Copilot in 365 – with more of a seat-first model that is susceptible to agents. First, we are still floored that Copilot had only 15mm paid users after 3 years of hype.”</p><h2 id=\"id_4180294047\">16. Bank of America reiterates Amazon as buy</h2><p>Bank of America said a review of the company’s 10-K makes it clear that “AWS capex returns will be the top stock driver.”</p><p>“We think returns on AWS AI capex will be top stock driver for several years, and while the capacity ramp will add to quarterly margin volatility for AWS, we think this capacity will be fully utilized as part of the AI-driven transformation across industries and will help Amazon maintain competitiveness in a very attractive sector.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛","AAPL":"苹果","NVDA":"英伟达","OSCR":"Oscar Health, Inc.","SHOP":"Shopify Inc","MU":"美光科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119219985","content_text":"What has Wall Street been buzzing about this week? Here are calls made by Wall Street's best analysts during the week of Feb. 9-13.1. Evercore ISI reiterates Apple as outperformThe firm says reports of Apple delaying Siri upgrades are overdone.“Apple is likely to delay the expected March launch of Apple intelligence 2.0 given recent headwinds during testing. Expect a multi-phase release of Apple’s new AI features this year, with the potential for new/upgraded Apple Intelligence features mid-year and then a complete overhaul of Siri this fall. Privacy appears to be paramount, with Apple prioritizing data protection along with seamless integration before launching the upgrades.”Citi reiterates Apple as buyCiti says the stock remains a top idea.“On #1 AAPL, we model growing services and premium phone mix with higher gross margins to offset DRAM price hike in 2H26”2. TD Cowen upgrades Shopify to buy from holdTD Cowen says Shopify is too attractive to ignore at current levels.“The combination of a strong quarter, continued growth momentum despite seasonality, and the -10% intraday performance (-30% YTD) represents an attractive entry point for investors to own the de facto modern-day eCommerce infrastructure with durable high growth.”MoffettNathanson upgrades Shopify to buy from neutralThe firm says it sees an “attractive entry point.”“The wipeout in software stocks on rising vibe coding fears has hit SHOP over the company’s perceived vulnerability, despite it not being a software company in the traditional sense. This has created an unusually attractive entry point for a stock that we believe will be a long-term winner in the AI commerce wars.”3. KeyBanc reiterates Nvidia as overweightKeyBanc says Nvidia remains well positioned.“We see NVDA as remaining uniquely positioned to benefit from AI/ML secular data center growth within the industry. With significant barriers to entry created by its CUDA software stack, we see limited competitive risks and expect NVDA to continue to dominate one of the fastest growing workloads in cloud and enterprise.”UBS reiterates Nvidia as buyUBS raised its price target on Nvidia to $245 per share from $235.“Given middling stock performance, supply chain signals that remain bullish, and a management team that seems frustrated with the prevailing doubts around growth and margin sustainability, the earnings set-up here seems positive...”4. TD Cowen initiates D-Wave Quantum as buyTD Cowen says the quantum computing company is firing on all cylinders.“We initiate coverage on QBTS with a Buy rating. QBTS is a leader in quantum annealing technology and among the first companies to realize commercial revenues.”5. Raymond James upgrades Oscar Health to outperform from market performThe firm says the stock is the “best house in a tough neighborhood.”“We are upgrading OSCR to Outperform and establishing a $18 price target as we see the relative valuation attractive here as margins recover across the ACA [Affordable Care Act] exchange market, and see OSCR as the ‘best house in a tough neighborhood.’”6. Barclays upgrades Analog Devices to overweight from equal weightBarclays says the stock has a “best-in-class” margin profile.“ADI has an attractive margin profile that is industry leading and a much better inventory position than peers.”7. Bernstein reiterates Oracle as outperformThe firm said in a note it was pondering what Oracle is worth but that it’s sticking with the stock.“We see the downside risks associated with the recently announced AI datacenter contracts as quite limited and while we do not believe this ‘doomsday’ scenario, we think that investors need to understand the limited downside risk as compared to the substantial upside opportunity. Given how much more the story is skewed to reward over risk we reiterate our Outperform.”8. Baird upgrades Cloudflare to outperform from neutralBaird says sentiment is turning positive for Cloudflare.“With sentiment moderated, fundamentals accelerating, risk/reward has turned decisively favorable.”9. Morgan Stanley reiterates Micron as overweightMorgan Stanley raised its price target to $450 per share from $350.“Pricing has moved substantially higher since Micron gave guidance, with shortages in every end market;”Deutsche Bank reiterates Micron as buyDeutsche raised its price target on Micron to $500 per share from $300.″...we see the current market environment as remaining favorable for MU in the coming quarters.”10. Goldman Sachs reiterates Robinhood as buyGoldman lowered its price target on Robinhood to $132 per share from $150 following earnings.“We expect a mixed market response, given the core EPS was weaker, on 4% lower net revenue (although up 27% YoY). That said, management struck a constructive tone on the 2026 outlook, and expect revenue growth to continue to exceed expense growth, given the majority of expenses are in investment.”11. Bernstein reiterates Netflix as outperformThe firm says Paramount’s latest bid for WBD is a test for Netflix.“Brilliant move by PSKY. Turns out this isn’t a Hail Mary—it’s a game of inches. In our view, PSKY needs to test NFLX’s pain threshold without having to bid too high. PSKY’s revised offer does exactly that, without further constraining its balance sheet (for now). The ball is now with NFLX.”11. Benchmark reiterates Tesla as buyBenchmark says it’s sticking with Tesla for 2026.“Tesla enters 2026 amid a strategic transition, prioritizing reinvestment and platform development over near‑term earnings optimization. While 4Q results highlighted resilience in margins, energy growth, and cash generation, our outlook for 2026 reflects an investment year as spending accelerates across autonomy, AI, robotics, and energy infrastructure.”Barclays reiterates Tesla as equal weightBarclays says Tesla remains a “battleground stock.”“Remains battleground stock. Investors broadly acknowledge value is extreme and near-term fundamentals remain in question, but this is increasingly of less relevance to the stock”12. Wells Fargo reiterates Walmart as overweightWells raised its price target on Walmart to $140 per share from $130 ahead of earnings next week.“Expect a solid Q4 w/ 4.5%+ US SSS & a slight EPS beat. The ’26 outlook is tricky given historical conservatism; but investors expect initial guide below St. No risk to narrative, but +16% YTD (vs. SPX +1.7%) and high valuation may limit N/T upside.”13. Raymond James upgrades Take-Two to strong buy from outperformThe firm says it’s a “fear driven buying opportunity.”“We are upgrading shares of Take-Two (TTWO) to Strong Buy and keeping our $285 price target intact.”14. Daiwa upgrades Palantir to buy from neutralDaiwa upgraded Palantir following its recent earnings report.“The robust showing continued to be driven by the US business which saw US commercial revenue surge 137%, accelerating 16 points vs. 3Q.”15. Melius downgrades Microsoft to hold from buyMelius says Microsoft “is losing the narrative.”“Microsoft’s recent conference call isn’t aging well with us. We made some initial criticisms, but now we are even more concerned that the company is moving too slowly with regard to Copilot in 365 – with more of a seat-first model that is susceptible to agents. First, we are still floored that Copilot had only 15mm paid users after 3 years of hype.”16. Bank of America reiterates Amazon as buyBank of America said a review of the company’s 10-K makes it clear that “AWS capex returns will be the top stock driver.”“We think returns on AWS AI capex will be top stock driver for several years, and while the capacity ramp will add to quarterly margin volatility for AWS, we think this capacity will be fully utilized as part of the AI-driven transformation across industries and will help Amazon maintain competitiveness in a very attractive sector.”","news_type":1,"symbols_score_info":{"AAPL":2,"OSCR":2,"NVDA":2,"WMT":2,"MU":2,"SHOP":2}},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}