Monday's Biggest Analyst Calls: Nvidia, Apple, Meta, Roblox, Peloton, Charter, Walmart, Berkshire Hathaway & More

Here are Monday’s biggest calls on Wall Street:

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UBS Reaffirms Buy Rating for Berkshire Hathaway

UBS raised its price target for Berkshire Hathaway from $806,724 to $796,021, citing its solid fundamentals, particularly in the insurance sector, as a strong choice in today’s uncertain economic climate. The firm emphasized that Berkshire’s shares present a compelling opportunity amid macroeconomic uncertainties.

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Citi Starts Coverage of Kaspi.kz with Buy Rating

Citi initiated coverage of Kaspi.kz, the Kazakh company known for its "Super App," with a Buy rating and set a price target of $140. Citi sees significant growth potential for the company, both within Kazakhstan and in international markets.

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Morgan Stanley Reaffirms Buy Rating for Apple

Following Apple’s latest annual 10-K analysis, Morgan Stanley reaffirmed its buy recommendation. The report showed Apple’s operating income at $29.6 billion for the September quarter, a 10% increase from last year, setting a new record with a 31.2% operating margin for the September quarter.

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Morgan Stanley Ups Price Target on Amazon to $230

Morgan Stanley increased its price target for Amazon from $210 to $230 after the company’s third-quarter EBIT exceeded expectations, and fourth-quarter guidance remained strong. The firm noted improvements in operating costs that offset a weaker merchandise margin, boosting expectations for Amazon’s EBIT by 10% for 2025 and 6% for 2026.

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Goldman Sachs Initiates Buy Rating for KinderCare

Goldman Sachs expressed a positive outlook on KinderCare, a child care center operator, due to its community-oriented model that benefits from increased work-from-home trends. The firm's focus on flexible care arrangements has driven occupancy rates to 71%, above pre-pandemic levels of 69%.

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Morgan Stanley Upgrades Entergy to Equal Weight

Morgan Stanley upgraded Entergy from Underweight to Equal Weight, citing an improved growth outlook. The firm highlighted that the company's industrial sales are expected to support earnings-per-share growth of 8-9%, and regulatory issues in Louisiana have seen favorable resolutions.

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Morgan Stanley Raises Rating on Roblox to Overweight

Morgan Stanley upgraded Roblox to Overweight from Equal Weight, noting that the platform’s ability to attract a wider audience and expand onto new platforms like PlayStation indicates substantial growth potential.

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Barclays Initiates Rollins with Overweight Rating

Barclays initiated coverage on pest control company Rollins with an Overweight rating. They noted Rollins’ leading brand, strong market positioning, and effective capital management, which justify a premium valuation for the stock.

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William Blair Reaffirms Nvidia as Outperform

William Blair reaffirmed its Outperform rating on Nvidia, citing confidence in the company’s leadership in AI infrastructure. The firm noted continued strong demand for AI chips, especially with key supplier TSMC expecting demand to exceed supply through 2025. Additionally, Nvidia's Blackwell chips are now shipping after a delay due to design issues.

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Bernstein Initiates Trip.com and Tencent Music Entertainment with Outperform

Bernstein began coverage of Trip.com Group and Tencent Music Entertainment with an Outperform rating, labeling both as key players in China’s internet sector. Each company offers unique models and strong growth trajectories within its industry.

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Morgan Stanley Downgrades STMicroelectronics to Underweight

Morgan Stanley downgraded semiconductor firm STMicroelectronics to Underweight, pointing to challenges in the automotive market and stagnant sales across other segments as significant obstacles.

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Bank of America Adds Trade Desk to Top Picks List

Bank of America added Trade Desk, a digital advertising company, to its U.S. 1 list of top investment recommendations, highlighting its strong growth prospects.

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Barclays Upgrades KeySight Technologies to Overweight

Barclays upgraded KeySight Technologies from Equal Weight to Overweight, citing a positive trend in the company’s orders, which grew year-over-year for the first time in six quarters. With over 80% of its business sectors showing stability or growth, the firm views this as an attractive buying opportunity.

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Citi Puts Abercrombie & Fitch on Positive Catalyst Watch

Citi added Abercrombie & Fitch to its positive catalyst watch ahead of earnings later in November, projecting strong third-quarter results due to double-digit growth in comparable sales. The firm noted that Hollister’s sales might outpace Abercrombie for the first time in years.

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Bank of America Upgrades Charter to Buy

After a favorable third-quarter report, Bank of America upgraded Charter Communications from Neutral to Buy. The company’s broadband subscriber growth exceeded expectations, and financial results surpassed projections, signaling positive momentum.

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Bank of America Upgrades Peloton to Buy

Bank of America upgraded Peloton to Buy, expressing optimism about the company's new CEO, Peter Stern, who brings experience in consumer software and hardware, meeting Peloton’s criteria for driving growth in both areas.

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Bank of America Resumes Neutral Rating on Southwest Airlines

Bank of America resumed its coverage on Southwest Airlines with a Neutral rating. The firm noted that while Southwest's self-improvement strategies might boost earnings over time, these efforts will likely take years to fully materialize, balancing risk and reward for investors at current share levels.

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D.A. Davidson Reaffirms Buy Ratings on Meta and Amazon

Following recent earnings reports, D.A. Davidson reiterated its Buy ratings for Meta and Amazon, noting their prominence in the data center market’s expansion. The firm believes Meta and Amazon will benefit the most from ongoing data infrastructure investments, followed by Apple, Google, Microsoft, and Nvidia.

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UBS Reaffirms Walmart as Buy

UBS reiterated Walmart as a "core holding" ahead of its third-quarter earnings later this month, expressing confidence that the company’s performance will support a long-term investment case for its stock.

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This roundup highlights Wall Street’s latest insights and adjustments on key stocks, reflecting trends and growth trajectories across various sectors, from tech giants like Apple and Amazon to emerging companies like KinderCare and Roblox. The recommendations showcase both bullish perspectives and cautionary stances amid an evolving economic landscape.

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