Here are Friday’s biggest calls on Wall Street:

Evercore ISI reiterates Meta Platforms, Inc. as buy

Evercore said it sees an attractive entry point for the stock.

“Recent government-driven volatility has created several very intriguing entry/adding points among Tech/Internet stocks. We believe that META @ $603 or 20X 2026 P/E is absolutely one of those.”

Jefferies reiterates Nike as buy

Jefferies said the stock is in the midst of a comeback.

“Nike remains the #1 brand in a growing category, with valuation at decade-old levels. So, Just Buy It.”

Needham reiterates Robinhood as buy

Needham said the company’s entry into prediction markets has upside.

“Robinhood rolled out a broader prediction markets offering. We estimate $100M annual revenue in 2025 at a ~50% incremental EBITDA margin, below other products given typical promotional spending attributed.”

Barclays upgrades Ferrari NV to overweight from equal weight

Barclays said Ferrari is a “safe haven.”

“Yesterday’s guidance confirmation underscores unique (relative) safe-haven status and is a strong sign of confidence amid great uncertainty in EU Autos, while the recent 20% correction offers good entry point in this context.”

Jefferies upgrades Applied Materials to buy from hold

Jefferies said in its upgrade of Applied Materials that the semis company has “share leadership.”

“Lowest China exposure among the big three US Semi Caps suggesting smallest headwind from China roll off. Potential beneficiary of US semiconductor nationalization trends; customers look to move supply chains to the US.”

Morgan Stanley names Cadence Design a top pick

The firm said the computer software company is a high growth story.

“We prefer CDNS as a solid operating leverage story, with high recurring revenues and a record backlog positioning the company for higher growth.”

Bank of America reiterates Walt Disney as buy

Bank of America is standing by shares of Disney.

“While recent macro uncertainty adds risks, we do not see signs of underlying fundamentals coming under pressure.”

JPMorgan reiterates Netflix as overweight

JPMorgan said its checks show that Netflix wants more involvement in “big events.”

“Multiple channel checks suggested that Netflix is interested in more big events or stunts (a la Tyson-Paul or Brady roast), including for international regions, with a quarterly or even monthly cadence.”

Bank of America upgrades Beam Therapeutics, Inc. to buy from neutral

Bank of America said the biotech company has a “differentiated gene editing platform.”

“BEAM targets rare diseases and cancers utilizing its base editing technology platform in markets with significant unmet need and commercial potential.”

Raymond James downgrades Lululemon Athletica to market perform from outperform

The firm downgraded the stock following earnings citing slowing growth.

“We lower LULU to Market Perform from Outperform after F4Q24 expectations but F1Q25 and FY25 guidance were set below expectations.”

Deutsche Bank reiterates Tesla Motors as buy

The firm lowered its price target on the stock to $345 per share from $420.

“Our view is that Tesla’s stock has been under pressure recently driven by much weaker auto volumes, broader de-rating in growth assets and to some extent, political/policy uncertainty. As we have seen over the years, rarely anything at Tesla happens in a straight line and we would not expect robotaxi or humanoid to be linear.”