Here are the biggest calls on Thursday to Wall Street: Evercore ISI names Amazon A higher choice Evercore moved Amazon to the status of superior choice and said that it was very optimistic about Amazon’s web services. “AMZN: AWS AI activity is now a income rate of several billion dollars which continues to grow at a three -digit percentage in Y / Y y, increasing more than three times faster at this stage than WS at the start of the cloud.” Bernstein reiterates Nvidia as outperforming the company said Nvidia has an opportunity for data center that is undervalued. “Datacenter’s opportunity is enormous, and still early, with a material upside down always possible.” Jpmorgan Downrades Campbell signs neutral from overweight Jpmorgan declared in its demotion of Campbell that “the trends in the snacks remain slow”. “So we see fewer reasons for optimism than we have done before, and we consider the stock as a business close to fair value.” Baird reiterates Tesla as an outperformance Baird added a fresh drop -down choice on the action and lowered its course target to $ 370 per share, against $ 440. The company says that it is concerned with the delivery numbers. “The addition of fees downwards given a short-term face wind. The intra-quarter sales data from the key regions of TSLA lead us to believe that there is a risk for the delivery estimate of the Q1 consensus of 437.5K.” Goldman Sachs reiterates Apple while Buy Goldman said he sticks to his purchase rating after the company has unveiled new Mac products. “The filling of the newly announced products channel should support AAPL’s capacity to achieve its F2Q25 income growth prospects for low -average figures despite the lower start price for the MacBook Air.” Rosenblatt improves Zscaler to buy from Neutral, the company improved the Cloud Security Company after profits and said it saw “improving the growth of Billings”. “The latest Zscaler results have exceeded expectations, motivated by improving the growth of bills and expansion of margins. Improvement of marketing and productivity of increasing sales stimulate larger offers and sales.” JPMorgan reiterates Liberty Formula 1 while overweight JPMorgan said that the race company was defensive in an uncertain macro. “We are overweight on FWONK and aim for its SERIERS SEAFORT sources of income, KB Home and Dr. Horton to buy from Neutral The Firm said in its upgrade of Lennar, KB Home and Dr Horton that he sees an attractive risk / reward.” Since the demotion of the Sep-24 sector, the manufacturers of houses (34% vs s & p), in accordance with the underperformances of the early cycle of past cycles, underlying our relative positive sector call now, because the subsequent cycle sectors absorb the equivalent side, but lack the convexity of the equivalent increase, when the market inflicts. “Wells Fargo retrograde Mongodb degraded the company Cloud Developer Cloud after income Wednesday. “MDB dropped by 16% AMC (after closing the market) after guiding income and OM (operating margin) well below expectations. With a smaller pool of multi-year offers, we think it will be difficult to considerably surpass expectations during exercise 26 and we are therefore waiting for actions to remain linked to the beach. “Morgan Stanley retrograde Brown-Forman to weight insufficiency of Morgan Stanley weight equality has downgraded the alcohol company and says that we see too much negative catalysts.” Brown-Forman downside from EW to UW with growth in profits and profits likely to go to drinking in the continuous demand for American and global spirits, winding-contrary winds for alcohol consumption, a tariff risk and a surplus of American whiskey. “RBC INITS INIT as an outperformance, RBC said that Insuline “Category leadership”. “We are going to purchase (unchanged TP of $ 47) and see three main engines: (1) The treasury flow in the increase in potential American copper prices and other possible political measures (very little in the course of action for this); (2) a large exposure to gold; (3) attractive valuation …” CLSA has upgraded to the big surface of the future Permanence of the extraction of the Insperform Fintech Company. “As mentioned in our overview, we expect 4q results in mid-March, to display new growth in remunerated customers (is. 193K), stable customer assets, higher speed, higher OPEX due to punctual compensation and a lower commission rate.” Loop Améliore Marvell to buy from Hold Loop said investors should buy the next drop on Wednesday. “Following better results than the 4Q25 (January) and directives greater than 1Q26 (APR), and taking into account the correction of almost 40% in the actions since January (on the basis of the MKT AFT), we take advantage of the opportunity to take our note on the MRVL actions of the purchase.” Cantor Fitzgerald introduces Robinhood while OverPoids The Firm launched the title Thursday morning and says that it is optimistic about the business crypto activities. “We love what is under the hood; initiated into Ow.”
