Here are Monday’s biggest calls on Wall Street: Morgan Stanley names Nvidia a top pick Morgan Stanley said it sees an attractive entry point. “For the last two quarters NVIDIA has not moved while business has continued to strengthen – a function of concerns about the durability of current growth. Those concerns should turn to 2027 enthusiasm in the coming months. We see the stock at 18x CY27 EPS as a surprisingly good entry point.” Barclays downgrades Blue Owl to equal weight from overweight The firm said estimates are too high. “On the back of this, we downgrade OWL to Equal Weight, as we see Street numbers as too high and the stock closer to fairly priced on an earnings growth basis.” Piper Sandler upgrades CrowdStrike to overweight from neutral Piper said buy the dip in shares of CrowdStrike. “We are upgrading shares to OW and maintaining our $520 PT. Shares have slid -21% YTD given AI-driven bear cases that have subsumed the narrative in security, a move we see as well overdone for a best-in-class security platform with a durable track record of innovation and execution.” Read more. Stifel upgrades Restaurant Brands International to buy from hold Stifel said it sees robust growth for the owner of brands like Burger King “We are upgrading QSR to Buy with a $90 target price. Following the company’s investor day presentations, we have gained stronger conviction in management’s ability to simplify the business model and achieve its long-term algorithm of 8% AOI [adjusted operating income] growth.” Goldman Sachs initiates Forgent Power Solutions as buy Goldman said the power solutions company is best positioned. “We initiate coverage of Forgent Power Solutions ( FPS) with a Buy rating and $48 price target.” Read more here . JPMorgan upgrades TotalEnergies to overweight from neutral and Eni to overweight from underweight The firm says both energy stocks are well positioned for Middle East disruption. “For investors looking to add energy weighting, we recommend stocks that offer oil leverage, production/resource longevity (liquids weighted) and cheapening relative valuation under high(er) price scenarios. Based on this criteria set, we retain OWs on Shell, Galp, double upgrade Eni back to OW and raise TotalEnergies to OW from N.” Goldman Sachs upgrades Dutch Bros to buy from neutral Goldman said the coffee chain is undervalued. “We believe the market is underestimating Dutch Bros’ f undamental strength and ability to compete amid an intensifying coffee landscape.” Goldman Sachs downgrades Novo Nordisk to neutral from buy Goldman said in its downgrade of Novo Nordisk that it’s a “show-me story.” “Therefore, while we could see some routes to upside, supported by the Wegovy pill launch, obesity volume unlock in the Medicare channel and the ziltivekimab Phase 3 ZEUS read out (2H’26), we believe the stock is now a ‘show-me story’, which could hold back performance. We therefore move to Neutral (from Buy).” Morgan Stanley initiates Eikon Therapeutics as overweight Morgan Stanley said the oncology company has “promising assets.” “Eikon Therapeutics is a late-stage clinical company with a focus on oncology. ” Jefferies upgrades Marriott Vacations to buy from hold Jefferies said the time share company is “highly compelling.” “Within this context, the potential turnaround set-up for VAC under new management with a track record of proven execution, is highly compelling given the underperformance and best in class assets.” Argus upgrades Pfizer to buy from hold Argus said it has “greater confidence” in the stock. ” Pfizer’s recent additions to its GLP-1 pipeline, along with robust programs in oncology and hematology, give us greater confidence in its ability to grow the top- and bottom-lines in the post-2028 period.” Jefferies upgrades Dorman Products to buy from hold Jefferies upgraded the auto aftermarket company and says shares are compelling. “We upgrade DORM to Buy as we believe recent underperformance has created an attractive entry point.” Morgan Stanley upgrades FlyWire to overweight from equal weight The firm said it sees a “rare buying opportunity.” “In our view, the best evidence of Flywire’s share gain and cross-sell success is the spread between visa growth and revenue growth in key Education markets, as Flywire’s results in ’25 demonstrate the company’s ability to deliver robust results in a fairly punitive visa regime.” TD Cowen upgrades Twilio to buy from hold TD Cowen said the company is well positioned for AI. ” TWLO provides the core telephony software across Messaging & Voice, and it is moving up-stack to serve the AI orchestration & identity layers. Voice is the most exciting unlock & checks suggest enterprise adoption could start to inflect in 2H. PT to $160.” Morgan Stanley reiterates Amazon as buy Morgan Stanley said it’s bullish on Amazon’s agreement with OpenAI. “1) More confidence in AWS growth and durability, raise AWS ’26/’27 growth to 29%/32%. 2) AWS growth slope remains driven by capacity and yield math shows upside. 3) Further Trainium validation/help. 4) AWS’s multi-model strategy expands. 5) Agentic:” Morgan Stanley upgrades Zions Bancorporation to overweight from equal weight Morgan Stanley said the regional bank is firing on all cylinders. “We are upgrading ZION to Overweight based on our expectation for ~180 bps of positive operating leverage in 2026, above both the company’s 100–150 bps guidance and ~90 bps Consensus estimate.” Wells Fargo initiates GenMab as overweight Wells said the biotech company has plenty of upside. “We are initiating on GMAB a t OW, $40 PT.” Morgan Stanley initiates Bob’s Discount Furniture as overweight Morgan Stanley said it sees a slew of positive catalysts ahead for the discount furniture store. “Lots of whitespace with a proven high-return model offers earnings growth upside for furniture chain BOBS, with room for multiple expansion. BOBS’ s value orientation and fast follower approach underscore its competitive advantage and its growth opportunity.” JPMorgan reinstates Netflix as overweight After a suspension of coverage, the firm reinstated Netflix and upgraded the streaming giant from its prior neutral rating. “We believe NFLX remains a healthy organic growth story, driven by a combination of strong content, global subscriber growth, continued pricing power, & an early-stage/under-monetized Ad tier.” Read more here . UBS reiterates Apple as neutral UBS says its checks show iPhone demand continues to accelerate for Apple but that the outlook is uncertain. “iPhone sell-through still above trend in Jan as expected but the outlook is increasingly cloudy.”
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Monday, March 2
