Goldman Sachs has maintained a neutral stance on Tesla, expressing optimism about its upcoming Cybercab, which could enhance its cost structure. Bernstein continues to favor Apple, noting its market share growth in China and globally. Baird upgraded Sonida Senior Living to outperform, citing favorable conditions in the senior housing market.
Morgan Stanley upgraded Shell to overweight, highlighting a potential acceleration in growth due to improved resource longevity and dividend policy. Piper Sandler upgraded Simmons First National, encouraging investors to buy the dip following branch closures, while Goldman Sachs upgraded Vodafone to buy, noting its improving return on invested capital. B.
Riley initiated coverage of Infleqtion with a buy rating, projecting significant upside. William Blair reiterated Nvidia as outperform, praising its acquisition of Hugging Face for $12.9 billion, which they believe strengthens the AI ecosystem. Morgan Stanley maintained an equal weight on Oracle, slightly raising its price target ahead of earnings.
Deutsche Bank raised its price target for Robinhood, reflecting growth in fee revenue, while Citi reiterated its buy rating on Netflix, anticipating that recent price hikes could positively impact revenue. Canaccord initiated coverage of Belite Bio with a buy rating, and StoneX initiated PulteGroup as a buy, citing its strong historical performance.
Lastly, Citi initiated Dianthus Therapeutics as a buy, emphasizing its potential in autoimmune disease therapies