Here are Friday's biggest analyst calls: Nvidia, Apple, Netflix, Alphabet, Tyson Foods, Yeti, Meta, Amazon & more
Here are the biggest calls on Wall Street on Friday: BTIG upgrades Etsy to buy from neutral BTIG says buy the dip. “We are upgrading ETSY shares to BUY from Neutral with a $90 PT. Since our d/g on July 16, shares have pulled back enough to create a significantly better risk-reward for investors.” JPMorgan upgrades Tyson Foods to overweight from neutral JPMorgan says headwinds with chicken costs are already priced into the stock. “We are upgrading the TSN shares to Overweight from Neutral. Our December 2027 price target is $63 (21% implied upside). We think emerging Chicken headwinds, mainly from rising feed costs, are well understood and could be partially mitigated by industry production cuts.” Read more. Mizuho initiates Boyd Group Services as outperform Mizuho says the collision and glass repair auto company is firing on all cylinders. “We launch coverage of Boyd Group Services (BGSI) with an Outperform rating and $120 PT – adding a new layer to our automotive coverage.” TD Cowen upgrades Targa Resources to buy from hold TD Cowen says the midstream company is well positioned. “We upgrade TRGP to Buy and top Midstream pick with a $350 PT.” Barclays initiates Tower Semiconductor as overweight Barclays says the semis company has plenty more room to run. ” Tower Semi is the leading silicon photonics foundry. Optical is set to be one of the fastest-growing semi end markets and Tower Semi is a key facilitator.” Stifel upgrades Yeti to buy from neutral The firm says it sees brand awareness. “We are upgrading YETI shares to Buy from Hold with a $50 12-month target price. The YETI brand is more meaningfully translating to large addressable categories and regions.” Citi upgrades Stubhub to buy from neutral Citi says trends look “robust.” ” StubHub’s FY26 Adj. EBITDA guidance implies greater Adj. EBITDA in 2H26 versus 1H26. Some investors are skeptical of this trajectory given the World Cup tailwind in 1H26. However, based on robust app downloads in 3Q26, we believe StubHub will report 3Q26 Adj. EBITDA above expectations,” KeyBanc initiates NeuroPace as overweight Key says the biotech company is has plenty of growth ahead. “We believe NPCE is effectively commercializing a differentiated approach to address DRE, [drug resistant epilepsy] and see multiple drivers supporting LT growth.” UBS upgrades Waste Connections to buy from neutral UBS says shares are compelling. “We upgrade WCN to Buy from Neutral. We believe the recent underperformance has created an attractive entry point, as the market remains focused on Chiquita, a discounted valuation, and a superior growth profile vs key peers.” Bank of America initiates Natural Grocers by Vitamin Cottage as buy The firm says the company is a “value-oriented grocer with unit growth & margin upside.” “We initiate coverage of Natural Grocers by Vitamin Cottage with a Buy rating and $35 PO (20% upside).” Needham upgrades Dynatrace to buy from hold Needham says the AI-powered observability platform has plenty of upside. “We upgrade Dynatrace shares to a Buy rating with a $68 Price Target.” UBS reiterates Amazon as buy UBS says Amazon is a top pick. “We have for some time carried AWS revenue estimates above the Street’s expectations and while consensus has nearly caught up to our FY26 growth rate of 36% YOY, our 47% in FY27 remains well ahead of the Street at 34% which we believe is largely due to the backlog ramp alongside the pace at which it converts into revenue.” JPMorgan initiates Sigma Lithium as overweight JPMorgan says it sees “high operating leverage.” “We are initiating coverage of Sigma Lithium (SGML) at Overweight with a Dec 2027 price target of $14/share.” Rothschild & Co Redburn upgrades Southwest to neutral from sell The firm says it sees “revenue generation potential.” “We upgrade Southwest to Neutral.” Baird upgrades Regions Financial to neutral from underperform Baird says the risk/reward is more balanced. “Fundamentals remain generally unchanged at RF despite modest rate-driven sell-off, and we feel like the short case for RF is getting tougher to make with the stock at ~2.1x TBV and ~10x earnings. Wells Fargo downgrades Netflix to underweight from equal weight Wells says it sees “engagement risk.” “We see tougher choices ahead. Options incl a content spend reboot (takes time), licensing 3P content incl live sports (e.g. from FOXA, NBCU) and/or M & A … so a messier NFLX story.” Read more. UBS upgrades FTC Solar to buy from neutral UBS says the company is in the midst of a turnaround. “We upgrade FTC Solar to Buy and raise our price target to $3.60 on the view that the depressed valuation underestimates the earnings power of the company’s product- driven turnaround.” JPMorgan upgrades Ball Corp and Crown Holdings to overweight from neutral JPMorgan says the beverage can companies are attractive. “We upgrade Ball a nd Crown, the two leading global aluminum can producers, to Overweight from Neutral.” Morgan Stanley reiterates Meta, Alphabet and Apple as overweight Morgan Stanley says all three companies are best positioned for agentic AI. “We see scaled distribution and large unique data sets as being critical to personalized agentic offerings and adoption, and continue to believe leading tech platforms like META , GOOGL, and AAPL are among the best positioned.” Wedbush reiterates Nvidia as outperform Wedbush says it’s sticking with Nvidia following a series of meetings with management. ” Nvidia noted that it believes the amount that it is investing into OpenAI and Anthropic is just a tiny fraction of what their overall compute needs are going to be.” Evercore ISI reiterates Apple as outperform The firm raised its price target on Apple to $380 per share from $365. “It’s worth noting that our survey is US specific and does not reflect international trends. That said, demand appears modestly ahead of last year and could support another leg of iPhone growth following an already strong upgrade cycle.” Read more. BMO upgrades Mascom to outperform from market perform BMO says the stock’s valuation is too attractive to ignore. “We’re upgrading MTSI from Market Perform to Outperform. Stock is down 36% from May peak. Valuations have become attractive as forward multiples retraced from high-50s in June to now 29x. Bank of America upgrades Equinor to buy from neutral Bank of America says it sees upside potential from the European oil and gas company. “We rate Equinor Buy. Equinor is among the most exposed to European spot gas prices ( > 30% of its hydrocarbon production), which we see further upside to heading into this winter.” Barclays initiates Helus Pharma as overweight Barclays says shares are compelling. “On the eve of pivotal results in MDD, [major depressive disorders] we see Helus Pharma as a compelling vehicle to invest in a potential treatment revolution and initiate at OW, PT $35
