Wall Street analyst calls highlight Nvidia, Netflix, Amazon and retail upgrades

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Wall Street analyst calls highlight upgrades

Highlights

Morgan Stanley raises Nvidia's price target to $285 and reiterates overweight, while Bank of America reaffirms buy on Netflix citing advertising improvements.
Jefferies adds Amazon to its franchise picks, Bernstein starts Arm at outperform, and Morgan Stanley upgrades Lam Research to overweight on semiconductor sector optimism.
Wells Fargo and Raymond James issue upgrades in travel and housing, while DA Davidson downgrades CoreWeave and Bank of America reinstates Salesforce at underperform citing risk factors.

Brokerage moves span AI, retail and consumer names

As reported by CNBC, Monday's largest analyst actions include fresh bullish calls on several high-profile U.S. stocks as firms adjust ratings and price targets around earnings outlooks, valuation and sector momentum. Morgan Stanley reiterates Nvidia at overweight and lifts its price target to $285 from $265, while Bank of America reiterates Netflix as buy and says the streaming group continues improving its advertising offering.

Jefferies also reiterates Amazon as buy and adds the company to its franchise picks list, citing a potential re-acceleration at AWS as capacity comes online and AI partnerships expand. In semiconductors, Bernstein initiates Arm at outperform, arguing the chip designer benefits from multiple revenue streams tied to licensing and royalties, while Morgan Stanley upgrades Lam Research to overweight from equal weight on confidence in 2027 share gains.

Retail and consumer names also draw positive attention. Truist initiates TJX Companies and Ross Stores at buy, pointing to off-price channel tailwinds and execution strength, while Williams Trading upgrades VF Corp to buy from sell on improving momentum at Vans. Evercore ISI upgrades F5 to outperform from in line, saying several reinforcing drivers could support a higher earnings growth profile.

Sector themes show selective risk appetite

Outside technology and retail, analysts are also taking a more constructive stance on travel, energy, housing and healthcare-related real estate. Wells Fargo upgrades Viking Holdings to overweight from equal weight, saying the cruise operator's core business fundamentals continue to improve, and HSBC upgrades Shell to buy from hold on the view that the oil major offers attractive yield and buyback potential.

Raymond James upgrades Invitation Homes and AMH to outperform from market perform, linking the move to a housing affordability bill that it believes could remove key overhangs for the single-family rental industry. Wells Fargo initiates National Health Properties at overweight, while Goldman Sachs starts America Movil at buy, citing operational momentum in Mexico and Brazil.

Not all of Monday's calls are positive. DA Davidson downgrades CoreWeave to neutral from buy, pointing to a more balanced risk-reward profile, margin concerns and dependence on debt financing. Bank of America also reinstates Salesforce at underperform, saying it sees too many negative catalysts, even as H.C. Wainwright upgrades Circle to buy from neutral after the company disclosed a successful ARC token presale on its first-quarter 2026 earnings call.

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