Here are the biggest calls on Monday to Wall Street: Citi reiterates Roblox while Buy Citi increased its lens on action to $ 82 per share, against $ 63 before the profit later this week. “Since the benefit of 3T24, Roblox’s equity has increased from $ 42 to $ 70 per share due, mainly, to around 34% of reservations growth during the quarter. We believe that new experiences have played a role in The growth in reservations growth. ” Baird Downrade Crowstrike to Neutral, outperformance, the company degraded cyber stock on the evaluation. “The current multiple capitalization multiples incorporate historically wide bonuses, reflecting a certain dislocation of the market. We see a balanced short -term risk / reward and prefers to wait for more attractive entry points. Destroy the large capitalization cohort (net, CRWD, FTNT) Evaluation. ” Piper Sandler Downrades Constellation Brands to Neutral, overweight, Piper said that he sees winds contrary to stock. “We downshift Stz in neutral, while President Trump followed his commitment to impose prices of 25% on all Mexican imports, which entered into force on 2/1/25. The duration of these prices is Not yet clear, but for fine modeling, we suppose for the moment that they last at least a quarter. well positioned. “Coupled with high increasing margins and a disciplined investment framework, we believe that Zillow is ready for the expansion of disproportionate margins.” Morgan Stanley retrograde American steel to an equal weight of the Morgan Stanley overweight has degraded the stock on assessment and tariff concerns. “We expect the prices of steel to improve in 2025 on the back of the new protectionist trade measures promised by the Trump administration and the modest growth in steel demand of 1.6%, as the suggests our ascending analysis. On actions like Nvidia at the moment. “Overall, we continue to see little direct impact on our space or coverage compared to potential price increases on Mexico, Canada and China; rather indirect effects, as well as climbing remain the greater potential concern because global semiconductor imports (from all countries) can be large enough to be assigned by wider actions if the new administration feels if inclined. said that the glucose management system was well positioned. “DEXCOM should benefit from the structural growth of the continuous glucose monitoring market (CGM), supporting a TCAC of income of 16% FY24-27th as it develops in the underemated non-insulin segment of type 2” Wedbush launches Tower Semiconductor as Outperform The Firm said it was optimistic about the semiconductor company. “We start coverage of TSEM with an outperformance note and a target price of $ 60.” UBS improves the neutral caterpillar of Sell UBS said that it sees more balanced risks / awards. “We are improving the cat from the sale to the neutral. After two quarterly failures of consecutive Ebit, the expectations for CAT reset. With a reasonable perspective of 2025, we believe that the risk / the reward is now balanced.” Raymond James improves Booz Allen Hamilton to outperform the market, the firm said in its upgrade of Booz Allen Hamilton that the defense entrepreneur was well placed to withstand prices. “We also like the current calendar to review the names of Doge, because we think that investors’ What if ” Doge will go to” What If “tariff investors while they are looking to move away from the names exposed tariffs” . From Hold to Sell, Union Pacific of Hold to Sell and Fedex, CSX, Norfolk Southern and Gxo Logistics to buy. “Goldman Sachs adds Bank of America to the list of convictions that the company added the stock to its list of ideas.” We add Alnylam (Alny), Bank of America (Bac) and Raymond James (RJF) to the list American convictions, while removing Citigroup (C), Conagra Brands (CAG) and Vulcan Materials (VMC). “Bank of America Réitère Apple while Buy Bank of America said that the prices are” manageable “for Apple at the moment . “Maintain the purchase on stable cash flows, the resilience of profits and the potential beneficiary of the use of EDGE devices.” ‘is due to his equal weight note on Tesla. “We remain EW as we expect to follow the fundamentals, but for the moment the story is the most critical.” That Buy The Firm said it was optimistic about the data center and the nuclear opportunities of the energy company. “We are in the backdrop of Talen Energy (TLN) with a purchase note and a $ 253 PO.” Morgan Stanley Réitère Amazon as Outperform The Firm said it was optimistic about Amazon’s logistical opportunity with robotics “AMZN has developed 6 new important warehouse robots in the past 3 years (now covering almost all stages of the realization), bringing automation to the foreground. ” Oppenheimer reiterates Uber as a first choice choice, Oppenheimer said that the action was better positioned before income later this week. “Reiterating Uber as our best idea before the results of 4q as concerns of investors concerning the Robotaximes created an attractive purchasing opportunity, although we recognize the risk of title around Robotaxi news.” Wedbush Moses Tempur Sealy to outperform neutral Wedbush has improved the stock of mattresses after approving a merger with a mattress company. “Friday evening, Judge Eskridge refused the FTC to block the merger awaiting the Société de Tempur and Mattress (MFRM) – enclosed what is probably the last major obstacle to prevent the largest mattress manufacturer and detail specialized mattress of the country. “