Here are Monday’s biggest calls on Wall Street:
Morgan Stanley is standing by the stock ahead of its Global AI Conference this week.
“NVDA roadmap is well understood but still see GTC [Global Artificial Conference] as a positive.”
Redburn said consensus is not understanding the “vulnerability of Reddit’s growth to Google Search.”
“While Reddit’s financial performance has been stellar since its IPO in March 2024, consensus expectations fail to appreciate the vulnerability of Reddit’s growth to Google Search and the structural challenges of Reddit’s nascent advertising proposition. We see material downside to consensus estimates, relative to which Reddit’s current valuation is already at an unjustified premium to peers.”
Deutsche said investors should buy the dip in the grocery chain.
“In light of the stock’s 23% pullback over the last month, we are upgrading SFM to Buy.”
Wells said the master limited partnership midstream energy company has “visible growth.”
“GEL Has Significant Financial Flexibility.”
The firm said it sees a “pathway back to double digit growth” for the tech signature company.
“We are upgrading our rating on shares of DocuSign to Outperform.”
UBS said the stock has an “attractive long term growth profile.”
“We are upgrading BX to Buy with a $180 PT as we believe the recent 27% sell-off in BX provides a window to invest in a premier alts platform with structural & scale advantages at a reasonable valuation.”
JPMorgan upgraded Norwegian following a series of meetings with management.
“The definitive message from management was zero detectable change in demand behavior to date despite ‘noise’ in the macro backdrop, including no change in booking curves to indicate irregular patterns, no cracks in onboard spend, and no change in cancellation rates.”
Evercore said investors should buy the dip in the real estate investment trust.
“SLG’s stock has dropped nearly 16% in 2025, underperforming both the office sector and the broader REIT index, which follows a very strong performance in 2024. ... .Midtown Manhattan remains the strongest office market in the country with companies seeking high quality space which is in short supply in certain submarkets such as Park Avenue.”
The firm added the stock to its top ideas list.
“We are adding O’Reilly Automotive, Inc. (ORLY) to the US 1 List.”
Mizuho lowered its price target on the stock to $415 per share from $515.
“We believe TSLA’s sales woes are the result of a deterioration in geopolitics, brand perception (US/EU), share loss due to stronger competition.”
JPMorgan added the networking switch company to its focus list and says investors should buy the dip.
“ANET shares are now trading at 28x 2026 consensus EPS, which although not inexpensive, is leaving ample room for upside in the shares both from earnings upsides as well as upside to the valuation multiple.”
The firm said it’s sticking with Micron ahead of earnings later this week.
“We are keeping our estimates unchanged as we believe it’s still early to move them higher despite our checks trending more positively compared to a few months ago.”
The firm added Royal Caribbean to its focus list following a constructive meeting with company management.
“On the near-term backdrop - mgmt referenced back to the ‘extremely bullish’ C-Suite tone of the 3/4 Investor Day (or less than 2 weeks ago) driven by broad based strength seen at that time across Luxury, Europe, Alaska, and the Caribbean, despite “noise” in the broader geopolitical/macroeconomic backdrop and lateral travel sector.”
The firm said the online brokerage is a “key beneficiary of booming Asia wealth market.”
“We initiate coverage on UP FinTech Holding (known as Tiger Brokers) at Buy. It is a leading online broker, providing brokerage services, ESOP [employee stock ownership] management, IPO distribution, and wealth management services, for retail and corporate clients.”
Jefferies said it’s sticking with Nike ahead of earnings later this week.
“F3Q results should be extremely challenging, but the market already knows that. We see revenues down over 10%, EBIT margins down ~600bps, and EPS down 69%.”
Wolfe said it’s bullish on the company’s business messaging opportunity.
“In the near term, we think Meta’s core product- driven initiatives have the highest potential to driving estimates upside. However, in the medium term, we believe Threads monetization and Business Messaging will likely emerge as more meaningful growth catalysts, in addition to Meta AI monetization and the option value of potentially lowering Reality Labs losses over time.”
RBC said the solar tracking manufacturer is well positioned.
“We are initiating coverage on NXT with an Outperform rating and a $55 price target.”
D.A. said it sees a “lucky” entry point for the cloud software company.
“With the recent pull back in MNDY now is an opportune time to take a second look at an attractive entry point.”
The firm said doge fears are overdone for the IT services company.
“We think ACN can return to favor given strong moat/ FCF/accelerating growth, and can ultimately benefit from GenAI demand.”
Oppenheimer said investors should “take advantage” of the sell-off in shares.
“CMG is down -16% over the last month (vs. S&P’s -9%) as investors adjust for challenging industry trends and grow more fearful of a prolonged slowdown.”
Melius said in a note to clients that Apple shares have several ways to get back on track.
“In September 2025, we expect Apple to ship a new form factor in the ‘iPhone Air’ that could replace the ‘Plus’ and altered designs for the flagship Pros and Max’s that could all drive customers to “mix-up” to tiers with higher ASP’s [average selling price] given new components.”
The firm said it sees a slew of positive catalysts ahead for the streaming giant.
“Despite all of Netflix’s recent success in reinvigorating growth, we believe its engagement will allow the company to better monetize and unlock greater profits in the years ahead.”
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