Netflix is the most overpriced

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SL1977
10-05

Netflix is the most overpriced stock. Given that most of their productions are not their original. Many other outlets have the same contents. They don't have so many restrictions. The worse if netflix are their contents are so bad for kids and morals.

Ratings Weekly | Apple, Nvidia, Tesla, Alibaba, J & J, Sunrun, Broadcom, Coinbase, CoreWeave, and More

What has Wall Street been buzzing about this week? Here are calls made by Wall Street's best analysts during the week of September 30 - October 3. 1. $Apple(AAPL)$Jefferies downgrades Apple to...

Ratings Weekly | Apple, Nvidia, Tesla, Alibaba, J & J, Sunrun, Broadcom, Coinbase, CoreWeave, and More

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Given that most of their productions are not their original. Many other outlets have the same contents. They don't have so many restrictions. The worse if netflix are their contents are so bad for kids and morals.&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>Netflix is the most overpriced stock. Given that most of their productions are not their original. Many other outlets have the same contents. They don't have so many restrictions. The worse if netflix are their contents are so bad for kids and morals.&nbsp;</p></body></html>","text":"Netflix is the most overpriced stock. Given that most of their productions are not their original. Many other outlets have the same contents. They don't have so many restrictions. The worse if netflix are their contents are so bad for kids and morals.","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/485891886207280","repostId":1153822360,"repostType":2,"repost":{"id":"1153822360","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":1759633573,"share":"https://ttm.financial/m/news/1153822360?lang=en_US&edition=fundamental","pubTime":"2025-10-05 11:06","market":"us","language":"en","title":"Ratings Weekly | Apple, Nvidia, Tesla, Alibaba, J & J, Sunrun, Broadcom, Coinbase, CoreWeave, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1153822360","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 September 30 - October 3. 1. $Apple(AAPL)$Jefferies downgrades Apple to...","content":"<html><head></head><body><p>What has Wall Street been buzzing about this week? Here are calls made by Wall Street&#39;s best analysts during the week of September 30 - October 3. </p><h3 id=\"id_756902449\">1. <a href=\"https://laohu8.com/S/AAPL\">Apple</a></h3><h3 id=\"id_3219664778\">Jefferies downgrades Apple to underperform from hold</h3><p>The firm said expectations are too high for a foldable iPhone 18.</p><p>“Better demand for iPhone 17, partly due to a price cut on the base model, is already reflected in the stock. That has led to excessive expectations for iPhone 18 Fold and the replacement cycle.”</p><h3 id=\"id_1036211125\">Goldman Sachs reiterates Apple as buy</h3><p>Goldman said App Store spending is decelerating but it remains positive on the stock.</p><p>“September 2025 Apple App Store spending grew +7% yoy per Sensor Tower, decelerating from +10% yoy in August 2025. This marks the fourth consecutive month of year-over-year deceleration in App Store spending, and the lowest monthly yoy growth rate since April 2023.”</p><h3 id=\"id_399121874\">JPMorgan reiterates Apple as overweight</h3><p>The firm said its survey checks show consumers willing to participate in Apple’s upgrade cycle.</p><p>“Series, with key takeaways including: 1) A strong and robust cycle for the iPhone 17 Series relative to the iPhone 16 Series, led by upgraders, while interest from switchers is modestly softer compared to the prior year, even as; 2) Both upgraders and switchers are showing a higher preference for high-end models compared to the prior year.”</p><h3 id=\"id_1757187485\">2. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></h3><h3 id=\"id_815319726\">Bank of America reiterates Nvidia as buy</h3><p>The firm said Nvidia remains a top idea.</p><p>“We continue to prefer NVDA as our top AI pick, levered to critical compute (accelerators) and networking components of the $1.2tn potential data center capex.”</p><h3 id=\"id_939853075\">TD Cowen reiterates Nvidia as buy</h3><p>The firm said it’s bullish on Nvidia’s high-speed interconnect technology, NVLink.</p><p>“NVIDIA is the market incumbent with its NVLink offering, and we see the proliferation of NVIDIA-based systems as a wide moat for the company in the scale-up switch market.”</p><h3 id=\"id_2019567171\">Citi reiterates Nvidia as buy</h3><p>Citi raised its price target on shares of Nvidia.</p><p>“We lift our TP to $210 from $200 on consistent 30x P/E times revised CY26E ~$7 earnings power and view GTC [Global AI conference] Washington Oct 27-29 as a potential catalyst for the stock.” Read more.</p><h3 id=\"id_2563957768\">3. <a href=\"https://laohu8.com/S/TSLA\">Tesla</a></h3><h3 id=\"id_3594065307\">Goldman Sachs reiterates Tesla as equal weight</h3><p>Goldman said Tesla’s delivery numbers were better than expected.</p><p>“While the expiration of IRA credits will likely be a 4Q headwind, we see potential positives over the next month including 3Q earnings (which should benefit from stronger deliveries and increased Energy deployments) and the Nov. 6 shareholder meeting.”</p><h3 id=\"id_3098848462\">William Blair reiterates Tesla as market perform</h3><p>The firm raised its delivery estimates for Tesla but said it’s getting harder to stick with its market perform rating on the stock.</p><p>“As expected, the end of the EV tax credit has caused a pull forward in demand, but it has been stronger than we originally estimated. U.S. demand for the new Model Y has been a bright spot, and a return in China and rest of world has offset the continued weakness in Europe.”</p><h3 id=\"id_1920818371\">Canaccord reiterates Tesla as buy</h3><p>Canaccord raised its price target to $490 per share from $333.</p><p>“So, here we are again with Tesla, having those very deliberations. We wrote a note in early January where we underwent the same debate and inked our struggles on paper – ‘To downgrade or not to downgrade; that was the question.’ We kept our BUY rating. And despite the volatile ride since, we’re glad we did.”</p><h3 id=\"id_2939281533\">4. <a href=\"https://laohu8.com/S/BABA\">Alibaba</a></h3><h3 id=\"id_3402690495\">Morgan Stanley reiterates Alibaba as overweight</h3><p>Morgan Stanley raised its price target on Alibaba to $200 per share from $165.</p><p>“We raise our cloud growth estimates to 32% for FY26 and 40% for FY27, driven by increased capex, model upgrades, strategic partnerships, and accelerated international expansion.”</p><h3 id=\"id_1613008975\">4. <a href=\"https://laohu8.com/S/JNJ\">J &amp; J</a></h3><h3 id=\"id_2765477408\">Wells Fargo upgrades Johnson &amp; Johnson to overweight from equal weight</h3><p>Wells said shares of Johnson &amp; Johnson look attractive.</p><p>“With pharma tariff and pricing risk, as well as Stelara’s loss of exclusivity concerns largely behind us, we see upside in Pharma coupled with an attractive valuation. We raise PT to $212 (from $170) on 17.5x our 2027E EPS of $12.09.” Read more.</p><h3 id=\"id_497115002\">5. <a href=\"https://laohu8.com/S/RUN\">Sunrun</a> </h3><h3 id=\"id_2602515931\">Jefferies upgrades Sunrun to buy from hold</h3><p>Jefferies said in its upgrade of Sunrun that it is well positioned heading into 2026.</p><p>“We U/G to Buy with a refreshed PT of $21 ahead of 2025 cash generation expected within guidance range and likely even more cash gen in 2026 as safe harbor expenses roll off.”</p><h3 id=\"id_3544392140\">6. <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> </h3><h3 id=\"id_3175699123\">Oppenheimer reiterates Netflix as outperform</h3><p>Oppenheimer said it’s staying bullish ahead of earnings on Oct. 21.</p><p>“Given strong 3Q engagement data and stock underperformance, we are reiterating our $1,425 target and Outperform rating ahead of earnings.”</p><h3 id=\"id_1118055584\">Bernstein reiterates Netflix as outperform</h3><p>The firm said a purchase of Warner Bros Discovery by Netflix is not likely.</p><p>“As the House of Ellison deliberates its next move, investors are assessing who else could be considering a bid for WBD. Among the possibilities, NFLX stands out as interesting. We have considered the scenario, but not as a likely outcome, largely because it is unclear what strategic value NFLX would realize, or what it could achieve without WBD.”</p><h3 id=\"id_117609826\">7. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> </h3><h3 id=\"id_1133586595\">Mizuho reiterates Broadcom as a top pick</h3><p>Mizuho said the stock remains a top idea.</p><p>“AVGO remains an industry leader with strong profitability...”</p><h3 id=\"id_2897009863\">Bernstein reiterates Nvidia and Broadcom as outperform</h3><p>Bernstein said the two stocks are a must-own.</p><p>“Own both NVDA and AVGO. AI sustainability worries have climbed as huge numbers start to draw disbelief, and NVIDIA’s ecosystem investments raise eyebrows. But demand looks off the charts; NVDA’s OpenAI deal and Hock’s new 5-year targets suggest we may still be early. We are hard-pressed to think of a better use of NVDA’s cash flow at this point. We think both stocks can and should be owned.”</p><h3 id=\"id_4276692702\">9. <a href=\"https://laohu8.com/S/COIN\">Coinbase</a></h3><h3 id=\"id_632930981\">BTIG initiates Coinbase as buy</h3><p>BTIG said the crypto company is firing on all cylinders.</p><p>“We are initiating coverage of Coinbase Global (COIN) with a Buy rating and $410 price target.”</p><h3 id=\"id_3513967952\">10. <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a></h3><h3 id=\"id_1007627576\">Evercore ISI initiates CoreWeave as outperform</h3><p>Evercore said investors should buy the dip in CoreWeave shares.</p><p>“While we concede there are a wide range of outcomes and the stock will be volatile near-term, there’s higher probability CRWV is able to sustain and scale their differentiation from training to inferencing as they benefit from running an ‘at scale AI-as-a-service’ for customers beyond the current cohort. Initiate with OP and $175 Target Price.”</p><h3 id=\"id_1038827033\">11. <a href=\"https://laohu8.com/S/NVO\">Novo Nordisk</a></h3><h3 id=\"id_2937805402\">Morgan Stanley downgrades Novo Nordisk to underweight from equal weight</h3><p>The firm said it sees too many negative catalysts for the biopharma company.</p><p>“We expect downward revisions to 2026–27 consensus from slower U.S. GLP-1 prescription growth and competitive pressure, and we see catalysts with downside risk over the next 6 months.”</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, Nvidia, Tesla, Alibaba, J & J, Sunrun, Broadcom, Coinbase, CoreWeave, and More</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, Nvidia, Tesla, Alibaba, J & J, Sunrun, Broadcom, Coinbase, CoreWeave, 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\">2025-10-05 11:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>What has Wall Street been buzzing about this week? Here are calls made by Wall Street&#39;s best analysts during the week of September 30 - October 3. </p><h3 id=\"id_756902449\">1. <a href=\"https://laohu8.com/S/AAPL\">Apple</a></h3><h3 id=\"id_3219664778\">Jefferies downgrades Apple to underperform from hold</h3><p>The firm said expectations are too high for a foldable iPhone 18.</p><p>“Better demand for iPhone 17, partly due to a price cut on the base model, is already reflected in the stock. That has led to excessive expectations for iPhone 18 Fold and the replacement cycle.”</p><h3 id=\"id_1036211125\">Goldman Sachs reiterates Apple as buy</h3><p>Goldman said App Store spending is decelerating but it remains positive on the stock.</p><p>“September 2025 Apple App Store spending grew +7% yoy per Sensor Tower, decelerating from +10% yoy in August 2025. This marks the fourth consecutive month of year-over-year deceleration in App Store spending, and the lowest monthly yoy growth rate since April 2023.”</p><h3 id=\"id_399121874\">JPMorgan reiterates Apple as overweight</h3><p>The firm said its survey checks show consumers willing to participate in Apple’s upgrade cycle.</p><p>“Series, with key takeaways including: 1) A strong and robust cycle for the iPhone 17 Series relative to the iPhone 16 Series, led by upgraders, while interest from switchers is modestly softer compared to the prior year, even as; 2) Both upgraders and switchers are showing a higher preference for high-end models compared to the prior year.”</p><h3 id=\"id_1757187485\">2. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></h3><h3 id=\"id_815319726\">Bank of America reiterates Nvidia as buy</h3><p>The firm said Nvidia remains a top idea.</p><p>“We continue to prefer NVDA as our top AI pick, levered to critical compute (accelerators) and networking components of the $1.2tn potential data center capex.”</p><h3 id=\"id_939853075\">TD Cowen reiterates Nvidia as buy</h3><p>The firm said it’s bullish on Nvidia’s high-speed interconnect technology, NVLink.</p><p>“NVIDIA is the market incumbent with its NVLink offering, and we see the proliferation of NVIDIA-based systems as a wide moat for the company in the scale-up switch market.”</p><h3 id=\"id_2019567171\">Citi reiterates Nvidia as buy</h3><p>Citi raised its price target on shares of Nvidia.</p><p>“We lift our TP to $210 from $200 on consistent 30x P/E times revised CY26E ~$7 earnings power and view GTC [Global AI conference] Washington Oct 27-29 as a potential catalyst for the stock.” Read more.</p><h3 id=\"id_2563957768\">3. <a href=\"https://laohu8.com/S/TSLA\">Tesla</a></h3><h3 id=\"id_3594065307\">Goldman Sachs reiterates Tesla as equal weight</h3><p>Goldman said Tesla’s delivery numbers were better than expected.</p><p>“While the expiration of IRA credits will likely be a 4Q headwind, we see potential positives over the next month including 3Q earnings (which should benefit from stronger deliveries and increased Energy deployments) and the Nov. 6 shareholder meeting.”</p><h3 id=\"id_3098848462\">William Blair reiterates Tesla as market perform</h3><p>The firm raised its delivery estimates for Tesla but said it’s getting harder to stick with its market perform rating on the stock.</p><p>“As expected, the end of the EV tax credit has caused a pull forward in demand, but it has been stronger than we originally estimated. U.S. demand for the new Model Y has been a bright spot, and a return in China and rest of world has offset the continued weakness in Europe.”</p><h3 id=\"id_1920818371\">Canaccord reiterates Tesla as buy</h3><p>Canaccord raised its price target to $490 per share from $333.</p><p>“So, here we are again with Tesla, having those very deliberations. We wrote a note in early January where we underwent the same debate and inked our struggles on paper – ‘To downgrade or not to downgrade; that was the question.’ We kept our BUY rating. And despite the volatile ride since, we’re glad we did.”</p><h3 id=\"id_2939281533\">4. <a href=\"https://laohu8.com/S/BABA\">Alibaba</a></h3><h3 id=\"id_3402690495\">Morgan Stanley reiterates Alibaba as overweight</h3><p>Morgan Stanley raised its price target on Alibaba to $200 per share from $165.</p><p>“We raise our cloud growth estimates to 32% for FY26 and 40% for FY27, driven by increased capex, model upgrades, strategic partnerships, and accelerated international expansion.”</p><h3 id=\"id_1613008975\">4. <a href=\"https://laohu8.com/S/JNJ\">J &amp; J</a></h3><h3 id=\"id_2765477408\">Wells Fargo upgrades Johnson &amp; Johnson to overweight from equal weight</h3><p>Wells said shares of Johnson &amp; Johnson look attractive.</p><p>“With pharma tariff and pricing risk, as well as Stelara’s loss of exclusivity concerns largely behind us, we see upside in Pharma coupled with an attractive valuation. We raise PT to $212 (from $170) on 17.5x our 2027E EPS of $12.09.” Read more.</p><h3 id=\"id_497115002\">5. <a href=\"https://laohu8.com/S/RUN\">Sunrun</a> </h3><h3 id=\"id_2602515931\">Jefferies upgrades Sunrun to buy from hold</h3><p>Jefferies said in its upgrade of Sunrun that it is well positioned heading into 2026.</p><p>“We U/G to Buy with a refreshed PT of $21 ahead of 2025 cash generation expected within guidance range and likely even more cash gen in 2026 as safe harbor expenses roll off.”</p><h3 id=\"id_3544392140\">6. <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> </h3><h3 id=\"id_3175699123\">Oppenheimer reiterates Netflix as outperform</h3><p>Oppenheimer said it’s staying bullish ahead of earnings on Oct. 21.</p><p>“Given strong 3Q engagement data and stock underperformance, we are reiterating our $1,425 target and Outperform rating ahead of earnings.”</p><h3 id=\"id_1118055584\">Bernstein reiterates Netflix as outperform</h3><p>The firm said a purchase of Warner Bros Discovery by Netflix is not likely.</p><p>“As the House of Ellison deliberates its next move, investors are assessing who else could be considering a bid for WBD. Among the possibilities, NFLX stands out as interesting. We have considered the scenario, but not as a likely outcome, largely because it is unclear what strategic value NFLX would realize, or what it could achieve without WBD.”</p><h3 id=\"id_117609826\">7. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> </h3><h3 id=\"id_1133586595\">Mizuho reiterates Broadcom as a top pick</h3><p>Mizuho said the stock remains a top idea.</p><p>“AVGO remains an industry leader with strong profitability...”</p><h3 id=\"id_2897009863\">Bernstein reiterates Nvidia and Broadcom as outperform</h3><p>Bernstein said the two stocks are a must-own.</p><p>“Own both NVDA and AVGO. AI sustainability worries have climbed as huge numbers start to draw disbelief, and NVIDIA’s ecosystem investments raise eyebrows. But demand looks off the charts; NVDA’s OpenAI deal and Hock’s new 5-year targets suggest we may still be early. We are hard-pressed to think of a better use of NVDA’s cash flow at this point. We think both stocks can and should be owned.”</p><h3 id=\"id_4276692702\">9. <a href=\"https://laohu8.com/S/COIN\">Coinbase</a></h3><h3 id=\"id_632930981\">BTIG initiates Coinbase as buy</h3><p>BTIG said the crypto company is firing on all cylinders.</p><p>“We are initiating coverage of Coinbase Global (COIN) with a Buy rating and $410 price target.”</p><h3 id=\"id_3513967952\">10. <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a></h3><h3 id=\"id_1007627576\">Evercore ISI initiates CoreWeave as outperform</h3><p>Evercore said investors should buy the dip in CoreWeave shares.</p><p>“While we concede there are a wide range of outcomes and the stock will be volatile near-term, there’s higher probability CRWV is able to sustain and scale their differentiation from training to inferencing as they benefit from running an ‘at scale AI-as-a-service’ for customers beyond the current cohort. Initiate with OP and $175 Target Price.”</p><h3 id=\"id_1038827033\">11. <a href=\"https://laohu8.com/S/NVO\">Novo Nordisk</a></h3><h3 id=\"id_2937805402\">Morgan Stanley downgrades Novo Nordisk to underweight from equal weight</h3><p>The firm said it sees too many negative catalysts for the biopharma company.</p><p>“We expect downward revisions to 2026–27 consensus from slower U.S. GLP-1 prescription growth and competitive pressure, and we see catalysts with downside risk over the next 6 months.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","NFLX":"奈飞","NVDA":"英伟达","RUN":"Sunrun Inc.","AAPL":"苹果","TSLA":"特斯拉","COIN":"Coinbase Global, Inc.","JNJ":"强生","AVGO":"博通"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153822360","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 September 30 - October 3. 1. AppleJefferies downgrades Apple to underperform from holdThe firm said expectations are too high for a foldable iPhone 18.“Better demand for iPhone 17, partly due to a price cut on the base model, is already reflected in the stock. That has led to excessive expectations for iPhone 18 Fold and the replacement cycle.”Goldman Sachs reiterates Apple as buyGoldman said App Store spending is decelerating but it remains positive on the stock.“September 2025 Apple App Store spending grew +7% yoy per Sensor Tower, decelerating from +10% yoy in August 2025. This marks the fourth consecutive month of year-over-year deceleration in App Store spending, and the lowest monthly yoy growth rate since April 2023.”JPMorgan reiterates Apple as overweightThe firm said its survey checks show consumers willing to participate in Apple’s upgrade cycle.“Series, with key takeaways including: 1) A strong and robust cycle for the iPhone 17 Series relative to the iPhone 16 Series, led by upgraders, while interest from switchers is modestly softer compared to the prior year, even as; 2) Both upgraders and switchers are showing a higher preference for high-end models compared to the prior year.”2. NvidiaBank of America reiterates Nvidia as buyThe firm said Nvidia remains a top idea.“We continue to prefer NVDA as our top AI pick, levered to critical compute (accelerators) and networking components of the $1.2tn potential data center capex.”TD Cowen reiterates Nvidia as buyThe firm said it’s bullish on Nvidia’s high-speed interconnect technology, NVLink.“NVIDIA is the market incumbent with its NVLink offering, and we see the proliferation of NVIDIA-based systems as a wide moat for the company in the scale-up switch market.”Citi reiterates Nvidia as buyCiti raised its price target on shares of Nvidia.“We lift our TP to $210 from $200 on consistent 30x P/E times revised CY26E ~$7 earnings power and view GTC [Global AI conference] Washington Oct 27-29 as a potential catalyst for the stock.” Read more.3. TeslaGoldman Sachs reiterates Tesla as equal weightGoldman said Tesla’s delivery numbers were better than expected.“While the expiration of IRA credits will likely be a 4Q headwind, we see potential positives over the next month including 3Q earnings (which should benefit from stronger deliveries and increased Energy deployments) and the Nov. 6 shareholder meeting.”William Blair reiterates Tesla as market performThe firm raised its delivery estimates for Tesla but said it’s getting harder to stick with its market perform rating on the stock.“As expected, the end of the EV tax credit has caused a pull forward in demand, but it has been stronger than we originally estimated. U.S. demand for the new Model Y has been a bright spot, and a return in China and rest of world has offset the continued weakness in Europe.”Canaccord reiterates Tesla as buyCanaccord raised its price target to $490 per share from $333.“So, here we are again with Tesla, having those very deliberations. We wrote a note in early January where we underwent the same debate and inked our struggles on paper – ‘To downgrade or not to downgrade; that was the question.’ We kept our BUY rating. And despite the volatile ride since, we’re glad we did.”4. AlibabaMorgan Stanley reiterates Alibaba as overweightMorgan Stanley raised its price target on Alibaba to $200 per share from $165.“We raise our cloud growth estimates to 32% for FY26 and 40% for FY27, driven by increased capex, model upgrades, strategic partnerships, and accelerated international expansion.”4. J & JWells Fargo upgrades Johnson & Johnson to overweight from equal weightWells said shares of Johnson & Johnson look attractive.“With pharma tariff and pricing risk, as well as Stelara’s loss of exclusivity concerns largely behind us, we see upside in Pharma coupled with an attractive valuation. We raise PT to $212 (from $170) on 17.5x our 2027E EPS of $12.09.” Read more.5. Sunrun Jefferies upgrades Sunrun to buy from holdJefferies said in its upgrade of Sunrun that it is well positioned heading into 2026.“We U/G to Buy with a refreshed PT of $21 ahead of 2025 cash generation expected within guidance range and likely even more cash gen in 2026 as safe harbor expenses roll off.”6. Netflix Oppenheimer reiterates Netflix as outperformOppenheimer said it’s staying bullish ahead of earnings on Oct. 21.“Given strong 3Q engagement data and stock underperformance, we are reiterating our $1,425 target and Outperform rating ahead of earnings.”Bernstein reiterates Netflix as outperformThe firm said a purchase of Warner Bros Discovery by Netflix is not likely.“As the House of Ellison deliberates its next move, investors are assessing who else could be considering a bid for WBD. Among the possibilities, NFLX stands out as interesting. We have considered the scenario, but not as a likely outcome, largely because it is unclear what strategic value NFLX would realize, or what it could achieve without WBD.”7. Broadcom Mizuho reiterates Broadcom as a top pickMizuho said the stock remains a top idea.“AVGO remains an industry leader with strong profitability...”Bernstein reiterates Nvidia and Broadcom as outperformBernstein said the two stocks are a must-own.“Own both NVDA and AVGO. AI sustainability worries have climbed as huge numbers start to draw disbelief, and NVIDIA’s ecosystem investments raise eyebrows. But demand looks off the charts; NVDA’s OpenAI deal and Hock’s new 5-year targets suggest we may still be early. We are hard-pressed to think of a better use of NVDA’s cash flow at this point. We think both stocks can and should be owned.”9. CoinbaseBTIG initiates Coinbase as buyBTIG said the crypto company is firing on all cylinders.“We are initiating coverage of Coinbase Global (COIN) with a Buy rating and $410 price target.”10. CoreWeaveEvercore ISI initiates CoreWeave as outperformEvercore said investors should buy the dip in CoreWeave shares.“While we concede there are a wide range of outcomes and the stock will be volatile near-term, there’s higher probability CRWV is able to sustain and scale their differentiation from training to inferencing as they benefit from running an ‘at scale AI-as-a-service’ for customers beyond the current cohort. Initiate with OP and $175 Target Price.”11. Novo NordiskMorgan Stanley downgrades Novo Nordisk to underweight from equal weightThe firm said it sees too many negative catalysts for the biopharma company.“We expect downward revisions to 2026–27 consensus from slower U.S. GLP-1 prescription growth and competitive pressure, and we see catalysts with downside risk over the next 6 months.”","news_type":1,"symbols_score_info":{"JNJ":1.1,"COIN":1.1,"NFLX":1.1,"BABA":1.1,"TSLA":1.1,"NVDA":1.1,"RUN":1.1,"AAPL":1.1,"AVGO":1.1}},"isVote":1,"tweetType":1,"viewCount":714,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NFLX"],"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":209,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}