Monday stocks from analyst calls like Nvidia
Here are Monday’s biggest calls on Wall Street. BMO upgrades Old Dominion to outperform from market perform BMO said the freight company is “disciplined.” “While the prolonged freight recession has weighed on the results and share price, ODFL has remained disciplined, executing its proven playbook: maintaining industry-leading service levels, strong pricing power, and ample capacity to capture recovery.” Guggenheim reiterates Alphabet as buy Guggenheim raised its price target on the stock to $375 per share from $330. “Our increased confidence stems from three key developments: (1) exceptional cloud backlog growth supported by surging enterprise AI demand, (2) YouTube’s sustained dominance in streaming viewership with improving monetization dynamics, and (3) Google Gemini’s emergence as a leading AI platform with rapidly growing adoption metrics.” Read more. Bank of America initiates WeRide as buy Bank of America said the China robotaxi company is well positioned. “We expect WeRide to ramp up its fleet size and turn profitable in 2029, driven by (1) a broader overseas rollout of robotaxi services, supported by partnerships and first-mover advantages; (2) improving profitability of robotaxi in China market, thanks to better economies of scale; (3) ramp up of robobuses, robovans and robosweepers business, leveraging the WeRide One platform.” Goldman Sachs upgrades Chime Financial to buy from neutral Goldman said investors should buy the dip in the financial services company. “We are upgrading shares of Chime to Buy with a $27 price target for ~28% upside to shares.” UBS initiates Carvana as buy UBS said the online used car company is best-in-class. “We initiate coverage of Carvana ( CVNA) with a Buy rating and a $450 12-month price target.” Read more. Goldman Sachs initiates BetaBionics as buy Goldman said the aerospace parts supplier company is attractive. ” BETA is an aircraft OEM and parts supplier, the most attractive business models in aviation. It has partnered with GE to build a hybrid vehicle for defense, and has taken a team approach to selling motors and chargers to competitors, which will help it scale.” Jefferies upgrades BankUnited to buy from hold Jefferies said the regional bank is an attractive M & A candidate. ” BKU is an appealing acquisition candidate on multiple fronts.” Oppenheimer reiterates Amazon as outperform The firm said it sees “meaningful upside” for Amazon. “Raising target to $305 (was $290) while reiterating Outperform rating after our analysis of AWS [Amazon Web Services] capacity commentary suggests significant upside through 2027.” HSBC upgrades Chevron to buy from hold HSBC said buy the dip in shares of Chevron. “We upgrade the stock to Buy. CVX has underperformed the sector and US markets in the past few months. We think negativity around potential acquisitions is overdone, as we expect any deals to be beneficial to CVX.” JPMorgan reiterates Apple as overweight The firm said its iPhone checks show lead times increasing. “In Week 12 of our Apple Product Availability Tracker, lead times across the iPhone 17 series increased by one day, which is largely in-line with seasonality for this time of year due to Black Friday related increase in consumer demand.” Jefferies initiates Power Solutions as buy Jefferies said the power systems company is a data center beneficiary. ” Power Solutions International Corp started its journey in 1985, headquartered in Wood Dale, US. The company designs, engineers, manufactures, markets, and sells a broad range of advanced, emission-certified engines and power systems that are powered by a wide variety of clean, alternative fuels.” Jefferies initiates Goosehead Insurance Jefferies said it’s bullish on shares of the insurance company. “We initiate on GSHD at Buy with a $93 PT.” JPMorgan initiates BillionToOne as overweight JPMorgan said it’s bullish on the life sciences company. ” BLLN is a molecular diagnostics company that leverages proprietary single molecule next-generation sequencing technology (smNGS) used in prenatal and oncology testing.” Seaport reiterates Nvidia as sell Seaport said it sees too much competition for Nvidia. “We see Nvidia facing growing competitive pressure. To address this, the company has been leaning on a variety of sales mechanisms to adapt. These measures are not fully reflected in financials, but they are already material and look likely to grow significantly next year.” TD Cowen reiterates Tesla as buy TD Cowen said Tesla’s robotaxi is best positioned. “We had an opportunity to take three Tesla RoboTaxi rides in Austin last week, covering nearly 40 miles over ~2hrs at a $1.08 price/mile. Rides were impressive all around, with two notably complex scenarios (emergency vehicles & construction site) handled very well.” Morgan Stanley reiterates Nvidia and Broadcom as overweight The firm raised its price target on Nvidia to $250 per share from $235 and on Broadcom to $443 per share from $409. “Focus is AI strength across the board; we raise estimates on AVGO but importantly also for NVDA , as we see both ramping materially next year.” Read more. Goldman Sachs adds Wynn to the conviction buy list Goldman added the stock to its conviction buy list. “The launch of Wynn Al Marjan in the UAE in 1Q27, plus WYNN’s best-in-class Las Vegas assets, leverage to a higher-income consumers, a strong 2026 Las Vegas event calendar, and an improving backdrop in Macau should drive transformative upside at WYNN.” Loop initiates Ceva as buy Loop said the semiconductor company is too attractive to ignore. “We are initiating coverage of CEVA, Inc. (CEVA) with a Buy rating and $28 price target.” Morgan Stanley reiterates Marvell as equal weight Morgan Stanley raised its price target on Marvell ahead of earnings on Tuesday to $86 per share from $76. “We expect strength in optical to continue, and are hopeful that the expectations shortfalls on Trainium are behind us.”
