Wall Street analysts lift ratings on CoreWeave, Quanta and Welltower in broad Thursday call slate
Brokerage firms are issuing a wide set of Thursday rating changes across technology, healthcare, real estate and financial stocks as investors track pricing power, growth prospects and valuation resets. The day’s calls include multiple upgrades from JPMorgan, new coverage initiations from firms including Piper Sandler and StoneX, and selective downgrades such as Citi’s move on Dropbox.
Highlights
- JPMorgan upgrades CoreWeave to overweight from neutral, citing a favorable pricing environment for compute and increased short-term premium contract activity.
- Bernstein upgrades Quanta Services to outperform from market perform as the company achieves higher project margins and funds acquisitions with robust free cash flow.
- JPMorgan upgrades Welltower to overweight from neutral, citing visible multi-year growth, and also lifts Macerich to overweight from neutral.
Brokerage calls span tech, banks and real estate
As reported by CNBC, JPMorgan upgrades CoreWeave to overweight from neutral, saying it sees an improving pricing backdrop for compute as demand stays strong and the company shows more willingness to pursue short-term contracts at premium pricing.Bernstein upgrades Quanta Services to outperform from market perform, arguing the stock has de-rated while the company captures broader project scope at higher margins and uses strong free cash flow to fund acquisitions. Wells Fargo initiates Old National Bancorp at overweight, citing organic growth potential and a lack of the usual post-acquisition re-rating after the Bremer deal.
JPMorgan also reiterates Meta at overweight and raises its price target to $920 from $820 after Meta Connect. Morgan Stanley reiterates Nvidia at overweight, pointing to what it sees as multiple catalysts ahead, while UBS keeps Tesla at neutral before delivery numbers and says buy-side expectations have risen in recent weeks.
Among property-related names, JPMorgan upgrades Welltower to overweight from neutral, citing visible multi-year growth, and also lifts Macerich to overweight from neutral. Piper Sandler starts coverage on Carlyle Group and Ares Management at overweight, saying both asset managers offer meaningful upside.
Our earlier coverage of UK snap-election speculation outlined how polling pressure and internal Labour divisions were fuelling debate over whether Prime Minister Andy Burnham might seek an early vote. We also highlighted concerns that a campaign amid tight fiscal headroom and elevated gilt yields could increase market volatility and test investor confidence.
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