Top Calls on Wall Street: Nvidia, Apple, Tesla, Netflix, Disney, Alphabet, Tripadvisor and More

Here are Friday’s biggest calls on Wall Street:

BMO initiates Honeywell as outperform

BMO said Honeywell is firing on all cylinders.

"We see additional opportunities through the end of the decade. The ongoing strategic review of the Warehouse and Productivity businesses and spin updates provide upcoming catalysts. The shares have lagged while balance sheet flexibility provides downside protection and bridges to spin."

Wells Fargo reiterates The Walt Disney Company as overweight

Wells lowered its price target to $148 per share from $150 but maintained its rating.

"DIS suffers from a lack of excitement in the narrative. F2Q sees a new leadership team with an opportunity to change that—we touch on the key debates for all three segments. This is a pivotal quarter, and we remain bullish as growth accelerates into FH2."

Evercore ISI upgrades Knight-Swift Transportation to outperform from in line

Evercore ISI said shares of the transport company are compelling.

"We are upgrading KNX to Outperform as we view the company as the one most leveraged to the improving fundamental backdrop, yet the stock trades at one of the lowest multiples across the peer group."

B. Riley initiates FuboTV as buy

The firm said the stock is undervalued.

"We are initiating coverage of FuboTV Inc. (FUBO)…with a Buy rating and a 12-month price target of $18 per share."

Deutsche Bank initiates Atai Life Sciences as buy

Deutsche said the company is well positioned in the psychedelic medicine space.

"We count ATAI among these trailblazers and believe it will become a leader in the nascent field of psychedelic medicine for mental health conditions."

Needham initiates BioAge Labs as buy

Needham said it is bullish on the company’s obesity drug pipeline.

"We see significant upside to BIOA shares, even after the recent strong stock performance."

Piper Sandler reiterates Tesla as overweight

"Within the next several years, we anticipate a rising contribution from full self-driving (FSD) software."

Bank of America upgrades Tripadvisor to buy from neutral

The firm cited activist engagement as a catalyst.

"We see a clearer path for value realization driven by accelerating activist engagement and rising strategic optionality across the portfolio."

Wells Fargo reiterates Nvidia as overweight

"Our Overweight rating is based on NVIDIA's competitive positioning in gaming GPUs and expanding growth opportunities in data centers, HPC, and AI."

Jefferies upgrades Primo Brands to buy from hold

"Primo Brands offers a rare combination of value, growth, and visibility."

UBS upgrades Wheaton Precious Metals to buy from neutral

"We upgrade WPM to Buy on an unchanged $160 per share price target."

William Blair initiates nLIGHT as outperform

"We expect laser systems to take share from the roughly $80 billion spent annually on U.S. and allied air defense systems."

RBC initiates Sonida Living as outperform
"We see significant added scale, earnings accretion, and reduced leverage, pointing to unappreciated value."

Canaccord initiates NovaGold Resources as buy
"We initiate coverage…with a Speculative Buy rating and a $13.00 target price."

Nomura upgrades PDD Holdings to buy from neutral
"We find the stock too cheap to remain on the sidelines, trading at just 8.6x FY26F P/E with a strong net cash position."

BMO upgrades Quanta Services to outperform from market perform

"Our upgrade is driven by a more bullish outlook for transmission, distribution, and generation investment."

JPMorgan upgrades Argan to overweight from neutral

"AGX reported strong F4Q results, with EPS well above expectations."

Citi reiterates Netflix as buy

"We expect 1Q26 revenue and EBIT to modestly beat consensus, aided by FX tailwinds."

Wells Fargo reiterates Alphabet Inc. as overweight

"We believe GOOGL has all the pieces necessary to be an AI winner, with strong positioning across Search, Gemini, and Google Cloud."

Truist upgrades SPX Technologies to buy from hold

"We believe SPXC offers investors the best of both worlds: defensiveness in a downturn and strong growth in an upcycle."

Wedbush reiterates Apple as outperform

"Apple remains a cornerstone franchise within the tech landscape."

Morgan Stanley upgrades Chord Energy to overweight from equal weight

"CHRD is a key beneficiary of higher oil prices, with strong free cash flow and shareholder returns."