Top Calls on Wall Street: Nvidia, Apple, Tesla, Microsoft, Oracle, Roblox, Robinhood and More

Here are the biggest calls on Wall Street on Monday:

Wolfe upgrades Robinhood to outperform from peer perform

Wolfe says investors should buy the dip.

“We are upgrading HOOD shares to Outperform (from Peer Perform) to take advantage of the recent selloff / deterioration in sentiment surrounding the broader crypto ecosystem.”

Morgan Stanley initiates TeraWulf and Cipher Mining as overweight

Morgan Stanley says it sees “significant upside” from both bitcoin miners.

“We are bullish on the increasingly attractive valuations of Bitcoin-to-data center conversions, and see significant upside in WULF and CIFR.”

KeyBanc upgrades Timken to overweight from sector weight

KeyBanc says it likes the manufacturing company’s new CEO.

“We are upgrading shares of TKR to OW from SW with a $130 PT. Our upgrade is primarily based on our expectations for an industrial cycle inflection and our prospective view that new CEO Lucian Boldea will drive organic growth initiatives, portfolio-shaping actions, and margin improvement programs.

Roth upgrades Roblox to buy from hold

Roth says the stock’s valuation is attractive.

“We have a more positive view toward Roblox due to better than expected 2026 bookings guidance and a >20% bookings CAGR outlook over the next several years, combined with a more attractive valuation.”

UBS initiates Beta Bionics as buy

UBS says the insulin pump company is the “next disruptor.”

“We initiate coverage of BBNX with a Buy rating, predicated on our view that BBNX’s differentiated technology is the next disruptor in the insulin pump market, leaving the company well-positioned to drive strong double digit growth -- we estimate +32% and +34% in 2026/2027E -- coupled with continued margin expansion.”

Citi reiterates Apple as buy

Citi says the stock remains a top idea.

“On #1 AAPL, we model growing services and premium phone mix with higher gross margins to offset DRAM price hike in 2H26”

HSBC upgrades Align Technologies to buy from hold

HSBC says the orthodontics company has a robust brand name.

“Align’s strong brand presence, R&D culture, and underpenetrated market remain longer-term growth drivers.”

Citizens upgrade SoFi to market outperform from market perform

Citizens says investors should buy the weakness.

“We are upgrading SoFi Technologies, Inc. to Market Outperform from Market Perform and establishing a $30 price target.”

Citizens upgrades TPG to market outperform from market perform

Citizens says the asset manager is executing well.

“Impressive execution that’s only gaining momentum; we upgrade TPG to Market Outperform (from Market Perform) and establish a $75 price target.”

Bank of America reiterates Amazon as buy

Bank of America said a review of the company’s 10-K makes it clear that “AWS capex returns will be the top stock driver.”

“We think returns on AWS AI capex will be top stock driver for several years, and while the capacity ramp will add to quarterly margin volatility for AWS, we think this capacity will be fully utilized as part of the AI-driven transformation across industries and will help Amazon maintain competitiveness in a very attractive sector.”

Bank of America reiterates Nvidia as buy

The firm says it’s standing by the stock.

“Our $275 PO is based on 28x CY27E PE ex cash, within NVDA’s historical 25x-56x forward year PE range, which we believe is justified by NVDA’s leading share in fast growing AI compute/networking markets, offset by lumpiness in global AI projects, cyclical gaming market, and concerns around access to power.”

Barclays reiterates Tesla as equal weight

Barclays says Tesla remains a “battleground stock.”

“Remains battleground stock. Investors broadly acknowledge value is extreme and near-term fundamentals remain in question, but this is increasingly of less relevance to the stock”

UBS upgrades Viatris to buy from neutral

UBS says the pharmaceutical company has a “growing pipeline, margin expansion & focused capital allocation.”

“We upgrade VTRS to a Buy (from Neutral).”

Wells Fargo upgrades GeneDx to overweight from equal weight

Wells says the genome testing company has a compelling valuation.

“We upgrade WGS to OW (from EW) as we view recent weakness (~50% since Dec) as overdone. We see val’n as attractive at current levels that seem to discount WGS’s competitive moat & growth runway. Expanded sales force & new mkts are catalysts in ’26.”

Melius downgrades Microsoft to hold from buy

Melius says Microsoft “is losing the narrative.”

“Microsoft’s recent conference call isn’t aging well with us. We made some initial criticisms, but now we are even more concerned that the company is moving too slowly with regard to Copilot in 365 – with more of a seat-first model that is susceptible to agents. First, we are still floored that Copilot had only 15mm paid users after 3 years of hype.”

Read more.

BTIG initiates StoneCo as buy

BTIG says the company is a “first-mover” in the Brazilian payment space.

“We are initiating coverage of StoneCo (STNE) with a Buy rating and $22 price target.”

DA Davidson upgrades Oracle to buy from neutral

DA Davidson says investors should buy the dip.

“We believe that a revamped OpenAI will return to its position as Google’s top challenger and with a fresh stack of capital be able to live up to its obligations this year, including to Oracle. We believe this will remove the biggest concern from ORCL and are upgrading shares to BUY from Neutral, while maintain our $180 price target.”

Read more.

Stephens upgrades Green Plains to overweight from equal weight

Stephens says the stock is at an “earnings inflection.”

“We are upgrading GPRE from EW(Vol.) to OW(Vol.) and raising our PT to $17 (was $10), which assumes a 7.5x EV/EBITDA multiple on our NTM [next twelve months] EBITDA estimates of $186 million.”

Needham upgrades Medtronic to buy from hold

Needham says the stock is in the midst of a turnaround with a robust product pipeline.

“MDT is in the early stages of several major product launches in multi-billion dollar markets, and we expect this to drive faster revenue growth.”

Canaccord upgrades Doximity to buy from hold

Canaccord says buy the dip in the digital platform for medical professionals.

“In this market, it is hard to make a call upgrading a stock on valuation, but that is indeed where we are with Doximity. There are questions surrounding the company’s business, namely the stability of pharma marketing budgets and fears of AI disruption. However, we believe the selloff following the 3Q print is overreaction to short-term fears and will prove to be a longer-term buying opportunity.”