Monday’s Biggest Analyst Calls: Nvidia, Apple, Tesla, Palantir, Robinhood, Microstrategy, Target, Amazon & More

Here are Monday’s biggest calls on Wall Street:

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Monday’s Top Wall Street Analyst Calls

Here are some of the most notable recommendations and updates from analysts across Wall Street to kick off the week:

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Bernstein Maintains Outperform Rating for MicroStrategy
Bernstein increased its price target for MicroStrategy from $290 to $600, emphasizing the company’s unique strategy of holding Bitcoin.
“MicroStrategy’s approach to Bitcoin as part of its treasury model is unparalleled on Wall Street,” the firm noted.

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Morgan Stanley Upgrades Banco Santander to Overweight
The bank earned an upgrade from Morgan Stanley, which cited a strong and resilient presence in its regional markets.
“We are upgrading Santander and Nordea to Overweight due to their robust regional positioning and improved capital generation outlook,” Morgan Stanley said, while downgrading Caixabank and ING to Equal Weight.

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Oppenheimer Names Target a Top Pick
Oppenheimer reinstated Target as a top investment choice, citing its attractive valuation.
“After removing Target from our top pick list in mid-October due to inventory concerns, we now see an appealing risk/reward opportunity,” the firm stated.

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Citi Upgrades U.S. Bancorp to Buy
Citi upgraded U.S. Bancorp from Neutral to Buy, noting its favorable valuation and potential for improved performance.
“With the stock trading at a significant discount, we see a turning point ahead, including positive operating leverage, upward earnings revisions, and share buybacks,” Citi said.

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Morgan Stanley Upgrades Robinhood to Overweight
Robinhood received an upgrade from Morgan Stanley, with the firm highlighting potential benefits from a favorable regulatory environment.
“Robinhood is among the biggest winners of the recent election results, with possible deregulation enabling more aggressive participation in cryptocurrency markets,” the analysts explained.

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UBS Initiates Arm Holdings with a Buy Rating
UBS began coverage of semiconductor company Arm Holdings, assigning a Buy rating and a $160 price target.
“We see strong growth drivers for Arm, offering a potential 20% upside,” UBS said.

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Morgan Stanley Upgrades KinderCare to Overweight
Morgan Stanley sees KinderCare’s recent 28% pullback as an opportunity for investors, upgrading the stock to Overweight.
“This decline creates an attractive entry point,” the firm stated.

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BMO Downgrades Square to Market Perform
BMO shifted its rating on Square to Market Perform from Outperform, citing concerns about slowing growth.
“Gross profit growth potential is harder to envision from this point forward,” BMO analysts noted.

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Telsey Downgrades Five Below to Market Perform
Telsey lowered its rating on Five Below, pointing to challenges in its strategic transition.
“With leadership changes, tariff pressures, and a shifting business model, our outlook for the near- to medium-term is clouded,” the firm commented.

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Wedbush Upgrades Snowflake to Outperform
Snowflake received an upgrade from Wedbush, which cited its strong positioning to benefit from artificial intelligence advancements.
“With the next phase of the AI revolution, Snowflake and Elastic are well-positioned for growth, prompting our ratings upgrade,” Wedbush stated.

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Morgan Stanley Reiterates Apple as Overweight
Morgan Stanley maintained its positive view of Apple, citing improvements in iPhone upgrade rates.
“Our survey highlights increasing upgrade activity, with Apple’s intelligence features serving as a significant catalyst for global demand,” the firm said.

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Goldman Sachs Upgrades W.R. Berkley to Buy
Goldman Sachs expressed confidence in W.R. Berkley, upgrading the insurer and emphasizing strong investment income projections and favorable pricing trends.
“W.R. Berkley’s ability to exceed claim cost trends supports our Buy rating,” Goldman noted.

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UBS Maintains Sell Rating on Tesla
Despite raising its price target for Tesla from $197 to $226, UBS kept its Sell rating, urging caution.
“Investors should carefully evaluate whether current levels justify adding to Tesla positions,” UBS said.

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TD Cowen Reiterates Buy Rating for CVS
TD Cowen named CVS its top pick for 2025, projecting a potential upside of 40%.
“While it’s a high-risk investment, we believe the potential rewards are worth it,” the firm said.

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Bank of America Initiates Shoals Technologies with a Buy
Bank of America began coverage of Shoals Technologies, highlighting its growth potential in the solar energy sector.
“We see a 24% upside for Shoals, supported by its strong market positioning,” analysts stated.

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D.A. Davidson Upgrades Procter & Gamble to Buy
D.A. Davidson upgraded Procter & Gamble, citing optimism about improving sales in China.
“Improved commentary regarding China justifies our upgraded rating,” the firm said.

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Goldman Sachs Downgrades Nio to Sell
Nio received a downgrade from Goldman Sachs due to concerns over its production ramp and rising operational expenses.
“Slower production and growing costs hinder Nio’s path to profitability,” the analysts warned.

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Rosenblatt Reiterates Nvidia as Buy
Following Nvidia’s recent earnings, Rosenblatt reaffirmed its Buy rating, citing strong future demand.
“Nvidia’s outlook remains solid, with new product demand expected to strengthen further in 2025,” the firm said.

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Goldman Sachs Reiterates Buy Rating for FedEx
Goldman Sachs maintained its Buy rating for FedEx, expressing optimism about the company’s unique growth opportunities.
“FedEx’s ability to create shareholder value remains key heading into December earnings,” the analysts commented.

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Wedbush Reiterates Outperform Rating for Amazon
Wedbush highlighted Amazon’s strong positioning for the holiday season, reaffirming its Outperform rating.
“Faster delivery speeds and a broad product selection give Amazon an edge over its peers,” the firm noted.

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Bank of America Reiterates Palantir as Buy
Bank of America raised its price target for Palantir from $55 to $75, citing its ability to innovate across industries.
“Palantir continues to excel in digitizing enterprises and military applications,” analysts said.

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Wolfe Upgrades Jones Lang LaSalle to Outperform
Wolfe upgraded the real estate services firm Jones Lang LaSalle, citing favorable sector dynamics.
“Tailwinds such as potential deregulation and tax reform could accelerate earnings growth,” the firm said.

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