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Top Calls on Wall Street: Nvidia, Apple, Tesla, Meta, Broadcom and More

Here are the biggest calls on Wall Street on Monday:Bank of America reiterates Nvidia as buyBank of America said it’s sticking with shares of Nvidia.“We maintain Buy and $1500 PO on top pick NVDA foll

Top Calls on Wall Street: Nvidia, Apple, Tesla, Meta, Broadcom and More

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first hit in the last week of December 2022, before rebounding to $12+ within the next 30-day period and $15+ within the next 90-day period.”</p><h2 id=\"id_699412615\" style=\"text-align: start;\">JPMorgan downgrades Cava to neutral from overweight</h2><p>JPMorgan downgraded the stock mainly on valuation.</p><p>“We move CAVA to a valuation-driven Neutral while we remain constructive on the clean business model.”</p><h2 id=\"id_371927972\" style=\"text-align: start;\">Piper Sandler upgrades Masimo to overweight from neutral</h2><p>Piper said it’s getting bullish on shares of the health tech company.</p><p>“We’re upgrading shares of Masimo to Overweight, and our call is pretty straightforward<br/>– we see investors as having a higher likelihood than not of making money from current levels.”</p><h2 id=\"id_2102201989\" style=\"text-align: start;\">RBC upgrades Kimberly-Clark to outperform from sector perform</h2><p>RBC said in its upgrade of the stock that it sees “dependable growth.”</p><p>“We are upgrading KMB shares to Outperform and raising our price target to $165, implying 27% return.”</p><h2 id=\"id_4150247735\" style=\"text-align: start;\">Jefferies initiates Loar as buy</h2><p>Jefferies said it’s bullish on shares of aerospace and defense company.</p><p>“We initiate on LOAR at Buy: 1) Commercial Aftermarket accounted for 37% of ’23 sales, growing at an 11% organic CAGR to ‘26E at 55% incrementals with 24% EPS upside to ‘25 given aging fleet; 2) EBITDA margin expansion to 39% in ’26E from 35.5%, driven by net px and op leverage, with LT target of 42%.”</p><h2 id=\"id_426789670\" style=\"text-align: start;\">Melius initiates Broadcom as buy</h2><p>Melius said it’s bullish on shares of Broadcom.</p><p>“Sustainable leadership in its key segments, with a strong AI portfolio that benefits from the ‘inferencing phase” of Generative AI.’”</p><h2 id=\"id_875849652\" style=\"text-align: start;\">Citi upgrades Best Buy to buy from sell</h2><p>Citi said in its double upgrade of the stock that it sees “upside potential.”</p><p>“We are double upgrading BBY shares to Buy from Sell. We believe the catalyst path looks positive from here with upside potential to both earnings and valuation based on tech replacement cycles underway, new AI innovation providing incremental demand, and margin execution remaining solid.”</p><h2 id=\"id_2130027174\" style=\"text-align: start;\">Guggenheim upgrades MongoDB to neutral from sell</h2><p>Guggenheim said in its upgrade of the stock that it sees a “path to acceleration.”</p><p>“We are upgrading our rating on MDB shares from Sell to Neutral and withdrawing our price target (last $260).”</p><h2 id=\"id_3309374750\" style=\"text-align: start;\">Goldman Sachs reiterates First Solar as buy</h2><p>Goldman raised its price target on the stock to $302 per share from $268.</p><p>“We remain bullish on the outlook for FSLR and believe several tailwinds could support higher ASPs or potential capacity expansion — two near-to-medium term catalysts that we highlight as reasons to stay constructive on shares even following strong outperformance, of late.”</p><h2 id=\"id_3730682570\" style=\"text-align: start;\">Stifel initiates Proficient Auto Logistics as buy</h2><p>Stifel said it’s bullish on shares of the auto freight company.</p><p>“We are initiating coverage of Proficient Auto Logistics, Inc. (NASDAQ: PAL) with a Buy rating.”</p><h2 id=\"id_1464857240\" style=\"text-align: start;\">Bernstein reiterates Airbnb as outperform</h2><p>Bernstein said Airbnb is a top idea at the firm.</p><p>“This is a company growing 1Q revenues 18% during a period of travel normalisation, at margins in the mid-high 30s, beating EBITDA 14 out of 14 Qs since IPO and converting 140% of EBITDA into cash, we believe this should be a clear consensus long - and yet there remain lingering doubts.”</p><h2 id=\"id_90736920\" style=\"text-align: start;\">Roth MKM initiates Sportsman’s Warehouse as buy</h2><p>Roth said the shooting sports company has an “attractive position.”</p><p>“We initiate coverage on Sportsman’s Warehouse at Buy with a $5 PT. Our positive thesis is based on our view that Sportsman’s has an attractive position in the large shooting sports market, enabling healthy/defensible growth ahead...”</p><h2 id=\"id_1335093819\" style=\"text-align: start;\">Goldman Sachs reiterates Marvell as buy</h2><p>Goldman said it’s sticking with its buy rating on shares of Marvell.</p><p>“Maintain Buy on long-term AI opportunity but gross margin trajectory likely to weigh on the stock in the near-term; FY1Q EPS recap.”</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>Top Calls on Wall Street: Nvidia, Apple, Tesla, Meta, Broadcom and More</title>\n<style 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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, Apple, Tesla, Meta, Broadcom 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\">2024-06-03 22:22</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 Monday:</p><h2 id=\"id_1652575031\" style=\"text-align: start;\">Bank of America reiterates Nvidia as buy</h2><p>Bank of America said it’s sticking with shares of Nvidia.</p><p>“We maintain Buy and $1500 PO on top pick NVDA following CEO keynote ahead of Computex (Annual computer expo) in Taiwan over the weekend.”</p><h2 id=\"id_689980928\" style=\"text-align: start;\">Goldman Sachs reiterates Apple as buy</h2><p>Goldman said it’s bullish heading into the company’s Worldwide Developers Conference on June 10.</p><p>“AAPL likely will announce new AI-powered capabilities that will be embedded across Siri and throughout other apps and features.”</p><h2 id=\"id_4267924330\" style=\"text-align: start;\">Morgan Stanley reiterates Tesla as overweight</h2><p>Morgan Stanley said all eyes should be on the June 13 Tesla shareholder meeting.</p><p>“We’ve encouraged investors to pay close attention to the June 13th shareholder vote due to its significance to the long-term strategic direction of the company.”</p><h2 id=\"id_1761219455\" style=\"text-align: start;\">Jefferies initiates Silvaco as buy</h2><p>Jefferies said it sees outsized growth for the software company.</p><p>“We view SVCO as an outsized grower in a coveted space with very few public players.”</p><h2 id=\"id_1333413811\" style=\"text-align: start;\">Mizuho reiterates Meta as buy</h2><p>Mizuho said it’s sticking with its buy rating on Meta.</p><p>“We are incrementally confident in product drivers, manageable Chinese advertising decline, flexibility in opex to pass capex stress test, and the attractive optionality long-term.”</p><h2 id=\"id_2276813119\" style=\"text-align: start;\">Wells Fargo reiterates Citi as overweight</h2><p>Wells raised its price target on the stock to $85 per share from $80.</p><p>“Citi’s best-in-class global wholesale services and payments LOB seems like its most underappreciated and undervalued asset.”</p><h2 id=\"id_3992346697\" style=\"text-align: start;\">JPMorgan upgrades Krispy Kreme to overweight from neutral</h2><p>JPMorgan upgraded Krispy Kreme after a change in analyst coverage.</p><p>“Shares at $10.46 (5/31 close) are closer to all-time lows of ~$10 support level - first hit in the last week of December 2022, before rebounding to $12+ within the next 30-day period and $15+ within the next 90-day period.”</p><h2 id=\"id_699412615\" style=\"text-align: start;\">JPMorgan downgrades Cava to neutral from overweight</h2><p>JPMorgan downgraded the stock mainly on valuation.</p><p>“We move CAVA to a valuation-driven Neutral while we remain constructive on the clean business model.”</p><h2 id=\"id_371927972\" style=\"text-align: start;\">Piper Sandler upgrades Masimo to overweight from neutral</h2><p>Piper said it’s getting bullish on shares of the health tech company.</p><p>“We’re upgrading shares of Masimo to Overweight, and our call is pretty straightforward<br/>– we see investors as having a higher likelihood than not of making money from current levels.”</p><h2 id=\"id_2102201989\" style=\"text-align: start;\">RBC upgrades Kimberly-Clark to outperform from sector perform</h2><p>RBC said in its upgrade of the stock that it sees “dependable growth.”</p><p>“We are upgrading KMB shares to Outperform and raising our price target to $165, implying 27% return.”</p><h2 id=\"id_4150247735\" style=\"text-align: start;\">Jefferies initiates Loar as buy</h2><p>Jefferies said it’s bullish on shares of aerospace and defense company.</p><p>“We initiate on LOAR at Buy: 1) Commercial Aftermarket accounted for 37% of ’23 sales, growing at an 11% organic CAGR to ‘26E at 55% incrementals with 24% EPS upside to ‘25 given aging fleet; 2) EBITDA margin expansion to 39% in ’26E from 35.5%, driven by net px and op leverage, with LT target of 42%.”</p><h2 id=\"id_426789670\" style=\"text-align: start;\">Melius initiates Broadcom as buy</h2><p>Melius said it’s bullish on shares of Broadcom.</p><p>“Sustainable leadership in its key segments, with a strong AI portfolio that benefits from the ‘inferencing phase” of Generative AI.’”</p><h2 id=\"id_875849652\" style=\"text-align: start;\">Citi upgrades Best Buy to buy from sell</h2><p>Citi said in its double upgrade of the stock that it sees “upside potential.”</p><p>“We are double upgrading BBY shares to Buy from Sell. We believe the catalyst path looks positive from here with upside potential to both earnings and valuation based on tech replacement cycles underway, new AI innovation providing incremental demand, and margin execution remaining solid.”</p><h2 id=\"id_2130027174\" style=\"text-align: start;\">Guggenheim upgrades MongoDB to neutral from sell</h2><p>Guggenheim said in its upgrade of the stock that it sees a “path to acceleration.”</p><p>“We are upgrading our rating on MDB shares from Sell to Neutral and withdrawing our price target (last $260).”</p><h2 id=\"id_3309374750\" style=\"text-align: start;\">Goldman Sachs reiterates First Solar as buy</h2><p>Goldman raised its price target on the stock to $302 per share from $268.</p><p>“We remain bullish on the outlook for FSLR and believe several tailwinds could support higher ASPs or potential capacity expansion — two near-to-medium term catalysts that we highlight as reasons to stay constructive on shares even following strong outperformance, of late.”</p><h2 id=\"id_3730682570\" style=\"text-align: start;\">Stifel initiates Proficient Auto Logistics as buy</h2><p>Stifel said it’s bullish on shares of the auto freight company.</p><p>“We are initiating coverage of Proficient Auto Logistics, Inc. (NASDAQ: PAL) with a Buy rating.”</p><h2 id=\"id_1464857240\" style=\"text-align: start;\">Bernstein reiterates Airbnb as outperform</h2><p>Bernstein said Airbnb is a top idea at the firm.</p><p>“This is a company growing 1Q revenues 18% during a period of travel normalisation, at margins in the mid-high 30s, beating EBITDA 14 out of 14 Qs since IPO and converting 140% of EBITDA into cash, we believe this should be a clear consensus long - and yet there remain lingering doubts.”</p><h2 id=\"id_90736920\" style=\"text-align: start;\">Roth MKM initiates Sportsman’s Warehouse as buy</h2><p>Roth said the shooting sports company has an “attractive position.”</p><p>“We initiate coverage on Sportsman’s Warehouse at Buy with a $5 PT. Our positive thesis is based on our view that Sportsman’s has an attractive position in the large shooting sports market, enabling healthy/defensible growth ahead...”</p><h2 id=\"id_1335093819\" style=\"text-align: start;\">Goldman Sachs reiterates Marvell as buy</h2><p>Goldman said it’s sticking with its buy rating on shares of Marvell.</p><p>“Maintain Buy on long-term AI opportunity but gross margin trajectory likely to weigh on the stock in the near-term; FY1Q EPS recap.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc.","TSLA":"特斯拉","AAPL":"苹果","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126935395","content_text":"Here are the biggest calls on Wall Street on Monday:Bank of America reiterates Nvidia as buyBank of America said it’s sticking with shares of Nvidia.“We maintain Buy and $1500 PO on top pick NVDA following CEO keynote ahead of Computex (Annual computer expo) in Taiwan over the weekend.”Goldman Sachs reiterates Apple as buyGoldman said it’s bullish heading into the company’s Worldwide Developers Conference on June 10.“AAPL likely will announce new AI-powered capabilities that will be embedded across Siri and throughout other apps and features.”Morgan Stanley reiterates Tesla as overweightMorgan Stanley said all eyes should be on the June 13 Tesla shareholder meeting.“We’ve encouraged investors to pay close attention to the June 13th shareholder vote due to its significance to the long-term strategic direction of the company.”Jefferies initiates Silvaco as buyJefferies said it sees outsized growth for the software company.“We view SVCO as an outsized grower in a coveted space with very few public players.”Mizuho reiterates Meta as buyMizuho said it’s sticking with its buy rating on Meta.“We are incrementally confident in product drivers, manageable Chinese advertising decline, flexibility in opex to pass capex stress test, and the attractive optionality long-term.”Wells Fargo reiterates Citi as overweightWells raised its price target on the stock to $85 per share from $80.“Citi’s best-in-class global wholesale services and payments LOB seems like its most underappreciated and undervalued asset.”JPMorgan upgrades Krispy Kreme to overweight from neutralJPMorgan upgraded Krispy Kreme after a change in analyst coverage.“Shares at $10.46 (5/31 close) are closer to all-time lows of ~$10 support level - first hit in the last week of December 2022, before rebounding to $12+ within the next 30-day period and $15+ within the next 90-day period.”JPMorgan downgrades Cava to neutral from overweightJPMorgan downgraded the stock mainly on valuation.“We move CAVA to a valuation-driven Neutral while we remain constructive on the clean business model.”Piper Sandler upgrades Masimo to overweight from neutralPiper said it’s getting bullish on shares of the health tech company.“We’re upgrading shares of Masimo to Overweight, and our call is pretty straightforward– we see investors as having a higher likelihood than not of making money from current levels.”RBC upgrades Kimberly-Clark to outperform from sector performRBC said in its upgrade of the stock that it sees “dependable growth.”“We are upgrading KMB shares to Outperform and raising our price target to $165, implying 27% return.”Jefferies initiates Loar as buyJefferies said it’s bullish on shares of aerospace and defense company.“We initiate on LOAR at Buy: 1) Commercial Aftermarket accounted for 37% of ’23 sales, growing at an 11% organic CAGR to ‘26E at 55% incrementals with 24% EPS upside to ‘25 given aging fleet; 2) EBITDA margin expansion to 39% in ’26E from 35.5%, driven by net px and op leverage, with LT target of 42%.”Melius initiates Broadcom as buyMelius said it’s bullish on shares of Broadcom.“Sustainable leadership in its key segments, with a strong AI portfolio that benefits from the ‘inferencing phase” of Generative AI.’”Citi upgrades Best Buy to buy from sellCiti said in its double upgrade of the stock that it sees “upside potential.”“We are double upgrading BBY shares to Buy from Sell. We believe the catalyst path looks positive from here with upside potential to both earnings and valuation based on tech replacement cycles underway, new AI innovation providing incremental demand, and margin execution remaining solid.”Guggenheim upgrades MongoDB to neutral from sellGuggenheim said in its upgrade of the stock that it sees a “path to acceleration.”“We are upgrading our rating on MDB shares from Sell to Neutral and withdrawing our price target (last $260).”Goldman Sachs reiterates First Solar as buyGoldman raised its price target on the stock to $302 per share from $268.“We remain bullish on the outlook for FSLR and believe several tailwinds could support higher ASPs or potential capacity expansion — two near-to-medium term catalysts that we highlight as reasons to stay constructive on shares even following strong outperformance, of late.”Stifel initiates Proficient Auto Logistics as buyStifel said it’s bullish on shares of the auto freight company.“We are initiating coverage of Proficient Auto Logistics, Inc. (NASDAQ: PAL) with a Buy rating.”Bernstein reiterates Airbnb as outperformBernstein said Airbnb is a top idea at the firm.“This is a company growing 1Q revenues 18% during a period of travel normalisation, at margins in the mid-high 30s, beating EBITDA 14 out of 14 Qs since IPO and converting 140% of EBITDA into cash, we believe this should be a clear consensus long - and yet there remain lingering doubts.”Roth MKM initiates Sportsman’s Warehouse as buyRoth said the shooting sports company has an “attractive position.”“We initiate coverage on Sportsman’s Warehouse at Buy with a $5 PT. Our positive thesis is based on our view that Sportsman’s has an attractive position in the large shooting sports market, enabling healthy/defensible growth ahead...”Goldman Sachs reiterates Marvell as buyGoldman said it’s sticking with its buy rating on shares of Marvell.“Maintain Buy on long-term AI opportunity but gross margin trajectory likely to weigh on the stock in the near-term; FY1Q EPS recap.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"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":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}