Here are the biggest calls to Wall Street Wednesday: Loop initiates the Viking holdings while Buy Loop says that the cruise company is well positioned. “The Viking is relatively underlined and has better growth prospects in our opinion because it is the smallest public cruise line and operates important river operations.” Bank of America reiterates the alphabet while Buy Bank of America says he sticks to Alphabet following the “solid” results of the company on Tuesday. “We are encouraged to see another quarter of a strong growth in research and think that the street could underestimate the advantages of the preview of the monetization of research in 2025.” Wells Fargo reiterates advanced micro-apparently when Overponwet Wells says he sticks to AMD after income on Tuesday. “We think that a guide and / or a reset of the soaked expectations planned has started to be considered a positive configuration. However, the flat data center guide 1h25 against 2:25 probably place the DMA in a position of” Prouv-it “”. Wells Fargo Downrades will take place at an equal weight of overweight, the company degraded the actions after profits on Tuesday. “The demotion of the OW EW while Snap is entering the reinvestment period. An upward option remains with a potential prohibition of Tiktok, but the overhaul of the application takes more time and the growth of the income of the advertising remains stubbornly below industry levels. Barclays retrograde American Eagle to an equal weight of overload, the firm says that it sees growing competition for American Eagle. “While we enter in 2025, we now believe that the competitive environment is intensifying both in friends and clothes.” Barclays retrograde Ferrari to an equal weight of over-ponderation Barclays degraded Ferrari after income on Tuesday. “Some investors question the” quality “of the rhythm and the guide, and the debate on the residual value remains” stubborn “.” Piper Sandler improves the Simon property to the overlying of Neutral Piper in its upgrade of Simon that the owner of the shopping center notes the growth in profits. “Thus, the management seems more and more comfortable strangling on the outside front, which seeks to accelerate cash flows. Thus, our concerns concerning the slowdown in gains were soothed. Passed to OW.” Jefferies improves Mattel to buy from Hold Jefferies improved the toy company after income. “After the strong MAT Q4 print and the 2025 advice on positive sales growth, we upgrade to buy.” JPMorgan improves Janus Henderson to the overweight of neutral JPMorgan says that the asset management company is a “recovery story”. “We upgrade Janus. We consider Janus as the history of recovery in the management of traditional assets.” Piper Sandler initiates the Opera while overlapping Piper says that the web browsing technology company is well positioned. “We are injured with an OW note and $ 25 pt.” Rosenblatt retrograde spotify neutral to buy the company degraded the following action on the profits mainly on the evaluation. “Spotify runs very well, but income growth – after an impressive step in 2024 – is about to decelerate in 2025. The expansion of the explosive operating margin – driven by barracks and a lever effect On copyright fees as a percentage of income – normalizes more for more regular levels. “Although we have reduced our Hayw prospects, we improve the actions to buy while keeping our target price of $ 16.50.” Citi Downrade Warby Parker for sale of Citi neutre says that the stock is overvalued. “We downshift WRBY from neutral to sale. Although we expected a solid 4T24 with sales + 16.5% vs against + 15.6%, the stock has increased by 50% in the last 3 months to a level which, in our view, is overvalued. ” Citi Ameliore Molson Coors with Sell Citi neutral said that his thesis on the beer and drink company was held. “For the future, tap market comparisons become easier in the spring and the beer category will run easier compositions in summer.” JPMorgan reiterates NVIDIA overweight, the firm says it is optimistic about NVIDIA despite the emergence of Deepseek. “A higher calculation complexity / a new innovation in models combined with the proliferation of inference applications should unlock a high demand for GPU – # 1 The technology / leadership of innovation should allow them to unlock new cases of ‘use.” JPMorgan reiterates Apple because Jpmorgan’s overweight indicates that Apple App Store revenues seem solid for January. “Apple App Store income for the month of January, followed by the sensor tower, increased by + 2.7% m / m (compared to an average sequential increase of + 2.3% seen historically From December to January) and helped support an acceleration of Y / Y income trends at + 17.6% in annual shift in January. of chipotle after the benefits. “The mixed results 4q and the comments highlighted the SSS (sales with comparable stores) gains) led by transactions and the modest margin upwards, while the momentum should recover from the beginning of 2000. -Doff Calendar / Mémoral Volies contrary weighing on trends. “Canaccord improvements Energy to buy from Hold The Firm have improved the solar equipment after profits and says it sees an” important opportunity to widen the gross margins “. “The solar equipment market in the United States clearly shows signs of life after three consecutive quarters of income growth for inphase and we think that the re-building company of its manufacturing capacities to microinvert / battery has not only protected the company in the event of potential trade. War, but also represents an important opportunity to expand raw margins. “Citi Downrades Advanced Micro Devices to Neutral by Buy Citi said that it sees AI growth slowing for AM after income on Tuesday.” Yesterday, after the fence, AMD reported decent results / guidance drawn by higher sales of CPU (central processing unit). However, AMD did not provide directives on IA income, and it seems that AMD’s IA revenues are stable at 1:25 am with margin dilution. “Leerink improves Regeneron to outperform the Perform Leerink market says that investors should buy the decline in the biotechnology company.” Conclusion: we improve the SERGN actions of performance market to outdo and pass our PT from $ 762 to $ 834. “
