Morgan Stanley has reiterated its equal weight rating on Tesla, noting increased hiring for 'AI Safety Operators' as a sign of expanding robotaxi operations. Citizens initiated coverage of National Health Properties with a market outperform rating, citing a strategy to enhance growth through increased exposure to senior housing.
Bernstein remains bullish on Nvidia, emphasizing the substantial datacenter opportunity. Wolfe is optimistic about Meta's subscription services, projecting revenue growth. Oppenheimer upgraded Quanta Services to outperform, setting a price target of $800, while Wells Fargo upgraded LyondellBasell to overweight, citing favorable commodity conditions.
Jefferies upgraded Dominion Energy following its merger with NextEra Energy, predicting a positive outcome. Deutsche Bank raised its price target for Marvell to $240 after solid earnings, and Bank of America increased its target for Snowflake to $300, highlighting strong revenue growth.
Barclays initiated coverage of CarGurus as overweight, and Baird initiated Suncrete as outperform, indicating strong market positions. Mizuho reiterated outperform ratings for Micron and Dell, raising price targets due to anticipated benefits from AI developments. JPMorgan upgraded Dick's Sporting Goods to overweight, reflecting confidence in its market positioning.
BMO initiated coverage of FedEx Freight as outperform, citing potential for earnings improvement. Bank of America upgraded Agilent following solid earnings, while BTIG initiated coverage of Absci Corp, suggesting significant potential in biotech.
Susquehanna raised its price target for Broadcom ahead of earnings, and Oppenheimer initiated coverage of Sterling Infrastructure with an outperform rating and a price target of $950, indicating strong growth prospects