Friday analyst calls with stocks like Nvidia
Here are the biggest calls on Wall Street on Friday: Seaport upgrades Madison Square Garden Sports to buy from neutral Seaport says the owner or the knicks and ranger is too attractive to ignore. “While MSGS shares commenced a round of appreciation ahead of the start of the 2025-26 season we think the vast trading discount vs. intrinsic value, at an estimated 57.5% vs. a 10-year average of ~72%, needs to be revisited by the market ahead of the potential spin later this summer that separates the Knicks & Rangers into their own standalone companies.” UBS downgrades ServiceNow to neutral from buy UBS says it’s losing confidence in the software sector so it’s downgrading ServiceNow. “Given that our confidence in that view has weakened and we’re hearing more anecdotes of non-AI apps software budget pressure, we’re moving to a Neutral rating despite the material YTD de-rating in the stock to 15x 2026 FCF.” Read more. Loop initiates Macom Technology as buy Loop says it sees “cylical tailwinds” for the technology solutions company. “We view MTSI as a key beneficiary of three end markets with structurally higher growth rates, when compared to historical growth patterns. We also see MTSI benefitting from cyclical tailwinds that are broadening across the semiconductor market.” Wells Fargo downgrades Sherwin-Williams to equal weight from overweight Wells says housing pressure will affect the stock. “We lower our estimates to account for a more challenging outlook for US housing and some pressure from higher raw material costs in 2H26E. Our economists expect housing starts will decline Y/Y this year amid high mortgage rates which we believe will be a drag on architectural paint demand for some time. SHW appears relatively fully valued at current prices.” Barclays reiterates Meta as overweight Barclays says Meta is poised to “make another historic run, this time in AI.” “Against much skepticism from the press and investment community, Meta reasserted itself into the conversation among frontier labs with the release of Muse Spark this week. While not yet at the frontier, the scaffolding is in place for Meta t o make another historic run, this time in AI. JPMorgan reiterates Netflix as overweight JPMorgan says it’s sticking with the stock ahead of earnings next week. “We moved to an Overweight rating on NFLX in late February and continue to like the shares into 1Q earnings.” Mizuho upgrading Shake Shack to outperform from neutral Mizuho says it sees same-store sales upside for Shake Shack . “Our checks point to Q1 SSS growth upside, with drivers in place for comp momentum and restaurant-level margins ahead of current expectations as 2026 progresses.” BTIG initiates WhiteFiber as buy BTIG says the data center infrastructure company is firing on all cylinders. ” WhiteFiber (WYFI) provides data center infrastructure through its Colocation (think power shells) and Cloud Services (customers contract for access to HPC infrastructure and compute) business.” Raymond James reiterates Nvidia as strong buy Raymond James says its Asia supply chain checks show Nvidia remains best positioned. “Trends sound favorable, and suppliers received increased forecasts during the quarter.” Morgan Stanley reiterates Tesla as equal weight Morgan Stanley says it needs more evidence that Tesla’s full self driving can “support the stock’s valuation.” ” Tesla is closing in on 10bn FSD miles traveled. This symbolic milestone reinforces Tesla’s autonomy lead, but with capex doubling and FCF turning negative, investors will need clearer evidence that unsupervised autonomy is around the corner to support the stock’s valuation.” Morgan Stanley upgrades Ryman Hospitality Properties to overweight from equal weight Morgan Stanley says shares of the gaming, lodging and entertainment company are compelling. “In this environment, we are still avoiding chasing high operating leverage, high financial cyclicals, preferring those names with a combination of longer-term visibility and cyclical upside. In this vein, we upgrade RHP to OW from EW with ~7% upside to our 12-month PT plus a 5% dividend yield.” Piper Sandler downgrades Nike to neutral from overweight The firm says it has fears of sportswear becoming “too saturated.” “We downgrade NKE t o Neutral with a $50 PT. While we expect momentum in Performance across the industry to continue, NKE is a quarter away from lapping big gains in Running, and we worry that Athleisure (aka Sportswear for NKE) is becoming too saturated across the industry, with frequency metrics at peakish levels.” Read more. Goldman Sachs upgrades Delek and Par Pacific to buy from neutral Goldman says the setup for both refinery companies is very attractive. “We upgrade PARR and DK to Buy and introduce two new interactive macro models.” Citi upgrades Nexstar to buy from neutral Citi says investors should buy the dip in the media company. “Nexstar’s stock has come under some pressure after the courts issued a temporary restraining order (TRO) on the TEGNA acquisition.” BTIG initiates Infleqtion as buy BTIG says the quantum computing company has robust revenue. “Infleqtion (INFQ) is one of few public quantum compute companies generating revenue today from its neutral atom platform that addresses both the $130b quantum computing and $30b quantum sensing industries.” Jefferies reiterates Apple as hold The firm says Apple has price elasticity. “Despite skyrocketing memory costs, we see AAPL as the most resilient consumer electronics player given its high ASP, thus ability to raise prices with limited demand impact, and its premium iPhone roadmap.” Citi initiates IBM as buy Citi called IBM a “port in the software storm.” “IBM has demonstrated an uncanny ability to consistently reinvent itself through multiple, generational, and paradigm-shifting tech and computing cycles – we believe the future will ‘rhyme’ with history, with IBM carving a defensible lane of lucrative commercial relevance in the current frontier AI wave transforming the economy.”
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