Here are the biggest voices on Wall Street on Monday: Goldman Sachs started StubHub because the ticketing company bought Goldman because it was in a good position. “We begin coverage of StubHub Holdings (STUB) with a buy rating and a 12-month PT of $46.” Mizuho Reiterates Advanced Micro Devices and NVIDIA Outperform The company raised its price target for Nvidia from $205 to $225 per share and for AMD from $205 to $275 per share. “We continue to see AVGO and NVDA in the best position, but AMD’s OAI (OpenAI) contract suggests upside potential. AMD estimates raise PT to $275, NVDA PT to $225, and maintain AVGO PT at $410.” Goldman Sachs Upgrades Newmont Mining to Acquire from Neutral Goldman said the metals and mining company’s stock is attractive. “…upgrades NEM to Buy on production growth/”We see FCF yield/capital management/relative valuation (multiple discounts despite higher quality, longer-lived portfolio) following recent underperformance.” Jefferies reiterates that Apple is underperforming Jefferies lowers price target from $205.16 to $203.07 per share “As previously warned, tariffs could come back to haunt AAPL.” You should buy the dip from the coffee chain. “We believe there is a good tactical buying opportunity in BROS following the sharp decline in stock price (-32% since August, +1% S&P 500). Our research suggests the company could provide a better update than feared in its upcoming Q3 report.” Goldman Sachs Upgrades Estée Lauder to Acquire from Neutral Goldman said it is bullish on beauty giant Estée Lauder. “As we first emphasized, speaking with EL’s CEO and CFO at our headquarters in New York in February 2025, we are confident that we are moving in the right direction with our strategic vision of ‘reimagining beauty’ through a consumer-first approach, and are focused on becoming a more agile beauty company by delivering on-trend innovations faster, which is a key issue and has been the cause of our poor performance over the past few years.” ” Read more. The company said it is bullish on earnings. “For Q3 2025 earnings (AMC expected Oct 29), our industry research suggests Meta is gaining share of ad budgets as new products (such as business AI) are launched, and as a result we are launching a 90-day Catalyst Watch. Our buy rating and $915 TP Jeffries Upgrades SL Green to Hold Buy Jefferies says the real estate investment trust is particularly well-positioned in Midtown New York City. “SLG has effectively reinvested in its Midtown core and built a portfolio that benefits from the strong tailwinds of a post-COVID office recovery.” JPMorgan upgrades Argan from neutral to overweight JPMorgan said the clean energy company is a hidden gem. “We upgrade Argan, Inc. (AGX) to Overweight, set our YE26 price target at $315, and place the stock on Positive Catalyst Watch F3Q Print (early December).” Goldman Sachs says gold company’s stock is attractive, begins buying Orgo Minerals “We initiate research coverage on gold producer Aura Minerals (AUGO) with a Buy rating and $46.6 price target.” Morgan Stanley Initiates Netscope as Overweight Morgan Stanley said the software company is gaining market share. “We see NTSK as an attractive way to invest in a more modern network security architecture, and the increased use of the platform and the adoption of AI will accelerate the transition to NTSK.” Evercore ISI upgrades Yelp to outperform peers Evercore names itself an “AI Winner.” “We upgrade YELP from Inline to Outperform and raise our price target from $37 to $45. RBC upgrades Sprouts Farmers Market to Outperform Sector Performer RBC said the stock is too attractive for Sprouts to ignore. “With the stock currently trading at about nine times our 2027 adjusted EBITDA forecast, we believe that the negative performance on tough comparisons is already priced into the stock price, and that concerns about recent promotional activity are overstated, resulting in positive risks to payoff.” Bank of America Downgrades Intel to Underperforming Bank of America, which is neutral, said the stock price has risen too fast. “We downgraded INTC from Neutral to Underperform while maintaining the est and $34 PO. Bank of America downgraded Texas Instruments from Neutral to Underperform. The company said it is concerned about the impact of tariffs. We continue to appreciate the high quality of TXN’s assets and consistency of execution, but believe the disruption caused by global tariffs could continue to mask any impact.” Barclays reiterates overweight on Oracle Barclays raises Oracle’s price target from $347 to $367 per share “Bullish sentiment on stock heading into October 16 Financial Analyst Day (FAD)” Melius begins buying Tesla The company calls the stock a “stock to own” “Tesla is unique in its ability to deliver on this potential.” Goldman Sachs downgrades PayPal and Marketa from neutral to sell. Goldman says it sees too many negative factors. “With this backdrop, we downgrade both PayPal and Marketa to sell, although we see downside to our 2026 expectations for both companies.” Bank of America upgrades Applied Materials to buy from neutral bank of America said valuations for semiconductor stocks are attractive. “We upgrade AMAT to Buy (from Neutral) and raise our PO to $250 as we anticipate the first WFE (wafer fabrication equipment) growth in 4 years in CY26 due to solid DRAM investment and attractive valuation differentials with major peers.” Citi Upgrades Progress Software from Neutral Position Citi said it buys the software company’s dip. “Nevertheless, on tape, Piper Sandler, Piper Sandler Upgrades Commvault from Neutral to Overweight” Piper Sandler, Piper Sandler Buys the decline in the software company’s stock. “Based on recent research, recent stock declines in recent weeks, and input over the past few months across the industry and Commvault in particular, we upgrade CVLT stock from Neutral to OW and raise our price target to $200.” Compass Point is bullish on blockchain companies for Gen Z, acquires Compass and establishes eToro Group. “Starting Coverage ETOR rated ‘Buy’, PT $66. eToro is a global e-broker offering cryptocurrencies, derivatives, global equities and social products catering to Millennials and Gen Z. ” Deutsche Bank Upgrades CubeSmart and Public Storage from Hold to Buy Deutsche said its fundamentals have improved over self-storage companies. “Targeted self-storage REITs (CUBE, EXR, NSA and PSA) continue to highlight weak sectors despite stable/improving fundamentals. “BTIG Upgrades Palo Alto Networks to Buy from Neutral BTIG has upgraded the stock after a series of channel checks.” We spoke with seven PANW contacts. Together with the partners participating in the discussion, PANW’s annual revenue is approximately $1.2 billion. Feedback has been surprisingly positive and represents a meaningful improvement from previous quarters’ work. ”
