Monday’s Biggest Analyst Calls of the Day: NVIDIA, Tesla, Apple, Nike, Micron, Netflix & More

Here are Monday’s biggest calls on Wall Street:

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Seaport Upgrades Formula One to Buy
Seaport has raised its rating on Formula One from Neutral to Buy, citing concerns over tariffs as an overreaction that has led to an “oversold” stock.

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Morgan Stanley Reaffirms Nvidia as Overweight
Morgan Stanley maintains its bullish stance on Nvidia ahead of its Global AI Conference this week. The firm believes the company’s strategic roadmap is well understood but still expects the event to be a positive catalyst.

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Redburn Atlantic Equities Starts Reddit at Sell
Redburn Atlantic Equities initiated coverage of Reddit with a Sell rating, warning that market expectations fail to recognize the platform’s reliance on Google Search for growth. The firm argues that Reddit’s early-stage advertising business presents structural challenges and that its valuation appears overly high compared to industry peers.

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Deutsche Bank Upgrades Sprouts Farmers Market to Buy
Deutsche Bank sees the recent 23% decline in Sprouts’ stock as a buying opportunity, leading it to raise its rating from Hold to Buy.

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Wells Fargo Upgrades Genesis Energy to Overweight
Wells Fargo believes Genesis Energy, a midstream energy firm structured as a master limited partnership, has strong growth potential and notable financial flexibility, prompting an upgrade from Equal Weight to Overweight.

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William Blair Upgrades DocuSign to Outperform
William Blair sees a path for DocuSign to return to double-digit growth, upgrading the electronic signature company’s stock from Market Perform to Outperform.

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UBS Upgrades Blackstone to Buy
UBS sees long-term growth potential in Blackstone and upgrades the stock from Neutral to Buy, with a price target of $180. The firm views the recent 27% drop as a chance to invest in a leading alternative asset manager with substantial scale advantages at a fair valuation.

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JPMorgan Upgrades Norwegian Cruise Line to Overweight
JPMorgan raised Norwegian Cruise Line’s rating from Neutral to Overweight after meetings with company leadership. The firm noted that despite macroeconomic uncertainties, management has seen no significant changes in demand patterns, onboard spending, or cancellation rates.

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Evercore ISI Upgrades SL Green to Outperform
Evercore ISI upgraded SL Green, a real estate investment trust, from In Line to Outperform, citing a sharp 16% stock decline in 2025. The firm believes Midtown Manhattan remains a strong office market with high demand for premium spaces.

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Bank of America Adds O’Reilly Automotive to Top Picks
Bank of America placed O’Reilly Automotive on its US1 list, indicating strong conviction in the stock’s performance.

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Mizuho Maintains Tesla at Outperform but Lowers Price Target
Mizuho reiterated its Outperform rating on Tesla but cut its price target from $515 to $415, citing geopolitical issues, weakening brand perception in the U.S. and Europe, and increasing competition as challenges affecting sales.

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‍JPMorgan Adds Arista Networks to Focus List
JPMorgan included Arista Networks on its Focus List, encouraging investors to take advantage of the recent dip. The firm noted that although the stock trades at 28 times projected 2026 earnings, there is room for both earnings growth and valuation expansion.

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TD Cowen Reaffirms Micron as a Buy
Ahead of Micron’s earnings report, TD Cowen maintains its Buy rating, noting that while its projections remain unchanged, recent trends appear more positive than they were a few months ago.

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JPMorgan Adds Royal Caribbean to Focus List
Following discussions with management, JPMorgan placed Royal Caribbean on its Focus List. The firm pointed to a highly optimistic tone from the company's recent Investor Day event, highlighting strong demand across multiple regions, including Europe, Alaska, and the Caribbean.

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Bank of America Initiates Coverage of Up Fintech at Buy
Bank of America started coverage on Up Fintech, also known as Tiger Brokers, with a Buy rating. The firm sees the company as a key player in Asia’s growing wealth management sector, offering services such as brokerage, IPO distribution, and employee stock ownership plan management.

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Jefferies Reaffirms Nike as a Buy
Jefferies maintained its Buy rating on Nike ahead of its upcoming earnings release. The firm anticipates a challenging quarter, projecting a revenue drop of over 10%, a decline of approximately 600 basis points in operating margins, and a 69% drop in earnings per share.

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Wolfe Research Reiterates Meta as Outperform
Wolfe Research remains bullish on Meta, emphasizing potential growth from its business messaging segment. While product-driven initiatives are expected to drive near-term upside, monetization of Threads, business messaging, and Meta AI are seen as long-term growth catalysts.

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RBC Starts Coverage of Nextracker at Outperform
RBC initiated coverage on Nextracker, a solar tracking equipment manufacturer, with an Outperform rating and a price target of $55, citing strong positioning within the sector.

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D.A. Davidson Upgrades Monday.com to Buy
D.A. Davidson sees a favorable entry point in Monday.com following a recent stock pullback, upgrading the cloud software company from Hold to Buy.

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Baird Upgrades Accenture to Outperform
Baird upgraded Accenture from Neutral to Outperform, arguing that concerns over the company’s outlook are overblown. The firm believes Accenture can regain investor favor due to its strong market position, robust free cash flow, and growth potential driven by demand for generative AI.

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Oppenheimer Maintains Chipotle as Outperform
Oppenheimer advises investors to capitalize on Chipotle’s recent stock sell-off, noting that shares have dropped 16% over the past month compared to a 9% decline in the S&P 500.

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Melius Reaffirms Apple as a Buy
Melius remains positive on Apple, predicting the company will launch a new iPhone design, the "iPhone Air," in September 2025. The firm expects updated Pro and Max models to drive customers toward higher-priced tiers.

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MoffettNathanson Upgrades Netflix to Buy
MoffettNathanson raised Netflix from Neutral to Buy, citing strong engagement that could lead to better monetization and increased profitability over time.

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