Monday's Biggest Analyst Calls: Nvidia, Tesla, Mobileye, Bj's, Arm, Amazon, Disney, Home Depot & More

Here are Monday’s biggest calls on Wall Street:

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Stifel Reaffirms Tesla as a Buy, Lowers Price Target

Stifel maintained its Buy rating on Tesla (TSLA) despite a mixed fourth-quarter report, political uncertainty, and the company's declining favorability. However, the firm lowered its price target from $492 to $474 to reflect the current risks.

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Evercore ISI Adds Tactical Outperform on Nvidia

Evercore ISI sees a buying opportunity in Nvidia (NVDA) ahead of its earnings call later this month. The firm recommends purchasing shares before the company reports its January-quarter results on February 26.

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JPMorgan Reiterates Amazon as a Top Pick

JPMorgan continues to rank Amazon (AMZN) as one of its preferred stocks, citing its strong growth trajectory in e-commerce and cloud computing. The firm also sees AI monetization through AWS as a key factor that could drive long-term innovation and profitability.

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UBS Upgrades Johnson Controls to Buy

UBS has turned bullish on Johnson Controls (JCI), upgrading the stock from Neutral to Buy. The firm cited confidence in the company’s new CEO and raised its price target to $103 from $90, implying about 20% upside from current levels.

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Morgan Stanley Maintains Robinhood as a Top Pick

Morgan Stanley reiterated its positive stance on Robinhood (HOOD) ahead of its upcoming earnings report. The firm views Robinhood as a strong investment due to its growing Gen Y/Z customer base, rising retail engagement, and potential benefits from crypto deregulation.

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Wells Fargo Reiterates BJ’s as Overweight

Despite noting that BJ’s (BJ) stock may not have the most compelling near-term setup, Wells Fargo is sticking with its Overweight rating. The firm pointed out that food retail stocks have gained investor interest in a volatile consumer staples sector.

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Benchmark Upgrades Shopify to Buy

Benchmark upgraded Shopify (SHOP) from Hold to Buy, stating that the e-commerce platform is well-positioned ahead of its earnings report on Tuesday. The firm assigned a DCF-based price target of $150.

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JPMorgan Initiates Flowco as Overweight

JPMorgan started coverage on Flowco (FLOC) with an Overweight rating, expressing optimism about its artificial lift technology business. The firm set a December 2025 price target of $32.

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TD Cowen Downgrades Merck to Hold

TD Cowen lowered Merck (MRK) from Buy to Hold, stating that while the biopharma company remains strong, there is limited visibility for future growth. The firm no longer sees compelling arguments for outperformance in the stock.

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Loop Reiterates Arm as a Buy

Loop maintained its Buy rating on Arm (ARM) after the company’s solid fourth-quarter earnings report last week. The firm also raised its price target from $180 to $195 following better-than-expected revenue and earnings.

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JPMorgan Adds Home Depot to Focus List

JPMorgan expressed a bullish stance on Home Depot (HD) ahead of its earnings report later this month. The firm noted that a potential comparable sales beat and improving trends could make the stock an attractive buy.

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Mizuho Downgrades Kraft Heinz to Neutral

Mizuho downgraded Kraft Heinz (KHC) from Outperform to Neutral, citing limited EPS upside amid ongoing reinvestment efforts. The firm also noted that it prefers Mondelez (MDLZ) over Kraft Heinz in the food products sector.

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Bank of America Upgrades Mobileye to Neutral

Bank of America upgraded Mobileye (MBLY) from Underperform to Neutral, stating that investor sentiment around the autonomous driving company is beginning to bottom out.

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Rosenblatt Reiterates Disney as a Buy

Rosenblatt remains optimistic about Disney (DIS) following its first-quarter earnings report last week. The firm noted that Disney is "regaining its mojo" in movies and reaffirmed its Buy rating with a $135 price target.

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