Here are Monday’s biggest calls on Wall Street:
UBS lowered its price target on the stock but said it’s sticking with Nvidia ahead of earnings later this month.
“We expect Q/Q growth to reaccelerate in C2H [calendar] and see F2027/C2026E EPS of nearly $5.90 versus most investors now thinking low $5s. Net, we maintain Buy rated of the stock, but on lower estimateswe cut our PT from $180 to $175.”
Jefferies said the hotel giant is well positioned.
“We are upgrading MAR & HLT to Buy from Hold, as we believe the business model strength is positioned to grow through the currently uncertain business climate, and therefore peak multiples are appropriate as shares currently trade mid-range.”
Bank of America said Amazon’s use of robotics will only continue to grow and that it sees plenty of room for growth.
“Amazon’s robotic efforts thus far have been mainly focused on fulfillment, which represents around 17% of Amazon’s total costs (and 15% of total revenues). We believe delivery could be another area of material cost savings, with shipping costs representing another 17% of Amazon total costs.”
Wells said it’s bullish heading into JPMorgan’s investor day on May 19.
“JPM could become the first $1T mkt cap bank if it continues w/its leading returns, efficiency, and market share gains over 3 yrs. Reiterate OW. ”
The banking giant said it sees a mixed picture on Apple Services which includes the App Store but that it’s sticking with the stock.
“Is Apple’s Services business more vulnerable than ever, or are recent Services concerns overblown? We believe both are true today.”
Goldman said Anheuser-Busch InBev is undervalued and underappreciated.
“Reaching a turning point on deleveraging with macro tailwind; upgrade to Buy.”
Bernstein said it sees sales and margins issues at Target.
“The going is getting tough for Target. In the short term, credit card data paints a bleak picture
for Q1, dampened by poor weather, weak consumer sentiment, and a DEI-related strike in March. That’s before tariffs enter the frame, which means that TGT will likely have to lower guidance for the full year.”
JPMorgan said the biopharma company has pipeline optionality.
“With TEVA’s recently announced cost-cutting program providing much-needed clarity on the drivers of the company’s margin expansion in 2026/2027, we are upgrading shares to OW from N.”
D.A. said in a note on Monday that the company should be broken up.
“We believe the only way forward for Alphabet is a complete breakup that would allow investors to own the business they actually want — the top competitors to NFLX, AWS/ Azure, TTD and UBER/TSLA. We remain NEUTRAL rated, but would see GOOGL as the top mega cap pick if it proceeded with a complete break up”
Barclays said it’s standing by the stock ahead of earnings later this week.
“WMT has outperformed the market and the retail space YTD but has lagged other staples retailers — namely the grocers, dollar stores and warehouse clubs. Part of that reflects its significant outperformance in 2024, along with its own elevated absolute valuation.”
The firm said it’s bullish on the industrial electrical company’s new CEO.
“JCI’s new CEO Joakim Weidemanis (previously at DHR) introduced himself to the investment community on last week’s 2Q25 earnings call, with a clear message. He already sees significant operational improvement opportunities at JCI after just six weeks on the job, and execution on these opportunities should allow the company to close its long-standing margin gap vs. key peers over time.”
Argus said homeowners with low mortgage rates will upgrade their home furnishings benefiting Wayfair.
“We are upgrading Wayfair to BUY from HOLD with a target price of $40. Wishing to hold on their historically low mortgage rates (January 2021 saw the lowest ever mortgage rates), and reluctant to purchase new homes at elevated prices, many homeowners are upgrading their home furnishings; a trend we expect to benefit Wayfair.”
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