Here are the biggest calls to Wall Street on Friday: Citi Réesère Nvidia while Buy Citi said he sees macro concerns for Nvidia and lowered his course goal but is supported by the title. “Net-Net, we reduce our EP CY25 / 26 EPS respectively 3% / 6%, passing TP to $ 150 using 30x p / e (3-5 years average) time cy26 EPS at reduced prices. Maintain the purchase.” JPMorgan reiterates Amazon as a better idea that JPMorgan says that stock remains a higher choice. “We believe that the amzn feeling remains fundamentally optimistic supported by improving the positioning of the Genai, the potential for the management of AWS 2H growth, and the expansion of the margin of the America Oi. However, AMZN has the most direct impact on the prices and the slowdown in macro.” Raymond James initiates Jfrog as Outperform The Firm said that the security and software company has a differentiated offer. “We are starting the frog coverage with an outperformance note and a price target of $ 40. We are entering history as security, AI and Enterprise become emerging growth catalysts that can stimulate the multiple extension assessment.” Citi reiterates Netflix as neutral Citi says that he does not see the big advantage before Netflix income next week. “Beyond the results, investors will probably focus on updates to the company’s advertising and sporting content strategy. Although we expected a modest beat of 1T25, we do not see rising equipment at the dominant levels.” UBS improves Newmont to buy from Neutral UBS in its Newmont upgrade that the metal company is a beneficiary of higher gold prices. “The price upgrades of gold consensus should stimulate the positive dynamics of profits, the yields in material cash in 2025 are favorable and should be durable in 2026 in a stronger environment for the price of gold. Improving the purchase with a target price of $ 60 / SH.” Wells Fargo Initie Sarepta overweight. The firm says that the biotechnology company is well positioned. “We believe that the SRPT (overweight) is undervalued in relation to the commercial opportunity of its DMD gene therapy (Duchenne Muscular Dystrophy) and the exon franchise.” Morgan Stanley retrograde Joby has an equal overweight weight The company says that it is concerned with the dropout of the growth of the aviation company. “We downgrade the Joby aviation from overweight to equality of weight while we are considering the macro vision of the MS US economic team which highlights the recent trade policy can weigh significantly on growth.” JPMorgan improves Cinemark in the overweight of neutral jpmorgan says that he has increased visibility in the film company. “Regarding prices, we do not see any material impact on the supply of domestic films or Latam of CNK. There are probably risks on concession inputs, although we captured it in our model with lower gross beneficiary margins in 2025 and 2026, and we note the capacity of the company to sail before the inflation of costs during the Pandemic and strategic prices. ” Goldman Sachs improves L3 Harris Technologies to buy from Goldman Neutre says that the assessment of the Defense Company is convincing. “Improve LHX to buy from the sale: L3harris could be well positioned in a higher defense expenditure environment, given its exposure to faster budget parties.” Goldman Sachs improves Huntington Ingalls to buy from Goldman Neutre says that the shipbuilding company is too attractive to ignore. “An executive decree of 4/9/25 seems to lay the foundations for the administration’s attempt to considerably increase investments and improve the American base of shipbuilding. Although the EP does not include contractual relief for entities like HII, this remains a possibility in future policy guidelines. Navy Shipbuilding also seems to be a priority in a higher defense budget.” Barclays initiates Churchill Downs while overweight Barclays claims that the horse racing company is defensive. “We consider the CHDN as a best growth company in class in the American land game sector, characterized by a pipeline with a depth, a width and unique obstacles at the entrance, a management team with the history to be carried out over time, a defensive set of fundamental attributes and a current assessment which seems attractive for longer -term investors here.” Mizuho initiates the target because the neutral Mizuho says that he is expecting a cover of profits. “We are launching the cover of Target (TGT) with a neutral note and $ 92 PT. We believe that TGT has lost part of its competitive advantage in recent times, because complaints have deteriorated and that the narrowing continues to compress the margins.” Mizuho Initie Walmart as outperformance Mizuho says that Walmart is the “full package”. “We are launching Walmart’s coverage (WMT) with an outperformance note and $ 105 PT. The multi -year reconstruction of an inherited retailer based on stores in a player much more managed by technology is well documented.” Jefferies initiates Blue Owl Capital, because Buy Jefferies says that the actions of the alternative investment company are attractive. “Blue OWL Capital stands out in the BDC (Business Development Company) landscape as a scale platform offering an attractive mixture of quality credit, profits power and dividend yield.” BTIG initiates naked power while Buy BTIG says that nuclear company has “proven technology” and a path to success. “The race for the marketing of small nuclear modular reactors (SMR) is underway, China should bring its first commercial SMR online next year.” Evercore ISI improves Verizon to surpass Evercore online says that the title is a new superior choice. “VZ, on the other hand, was forced to operate on a tightrope, because its peak position in postpayed telephone subscribers and premium prices have generally called for a more defensive posture on a competitive market.” Bank of America Modernise American Express to buy from Neutral Bank of America says that action is a “quality beneficiary flight”. “We improve American Express to buy from Neutral. We believe that the current decline offers long -term investors the opportunity to buy a high quality business from a reasonable assessment.” Declassings of the Scotia Bank, Chevron in the sector, occur in the sector, outperform the company says that it is limited to the increase. “We believe that CVX has a higher probability of reducing their current buy -in rate of the recent annual pace of ~ $ 17.5 billion to $ 10.0 billion in the coming quarters. In comparison, we think that XOM has a higher probability of maintaining the current payment rate.” Keybanc initiates Casey’s as overweight, Keybanc says that the convenience store is very well positioned. “Casy is one of the fastest growth convenience stores, fueled by the growth of organic stores and the acquisitions of small and medium channels.” Maxim initiates all birds because Buy The Firm said that the shoe company is in the middle of a turnaround. “Allbirds is an omnichannel retailer focused on shoes (DTC) in the middle of a turnaround, in order to prove to consumers that comfort, design and durability should not be mutually exclusive.”
