Here are the biggest voices on Wall Street on Wednesday: Bank of America reiterates its commitment to buy Dell Bank of America raised its price target to $163 per share from $160 after Tuesday’s results. “We remain bullish on DELL stock as we expect long-term EPS growth of 15% over the next five years.”Morgan Stanley Reiterates Overweight on PinterestMorgan Stanley lowered its price target from $41 per share to $32 per share, but said it would maintain its stock price. “While PINS’ earnings trends continue to be below expectations amid macro pressures and low advertiser diversity, PINS remains OW and trades at ~12x ’26 EBITDA on ~15% revenue growth, so we discuss three key catalysts from here. PT at $32 but remains OW.” Goldman Sachs Reiterates Broadcom Acquisition Goldman raised its price target for Broadcom from $380 to $435 per share. “We believe investors are in a positive position heading into the quarter with elevated expectations given the strong performance of our industry peers (Nvidia) and positive data points from Google’s Gemini 3 release.” Read more. Guggenheim began acquiring Kindril Holdings as Guggenheim said the IT infrastructure services company was firing on all cylinders. “IBM Kyndryl in 2021 Since becoming independent from Holdings, management has aggressively restructured the business through its “Triple A” programs: Alliances, Advanced Delivery, and Accounts, increasing the quality of signatures, automating and standardizing delivery, strengthening contract discipline, and creating barriers to entry. “We are driving improved profitability and positive free cash flow in a large, slow-growing TAM segment with high walls and limited number of competitors to scale.” Bernstein reiterated that Nvidia is outperforming. The company said it will continue to use Nvidia, following a memo sent to Wall Street analysts. “We believe the company’s responses to these points are broadly valid and useful. However, it appears that this memo was sent only to the sell side. As a result, given the attention this memo received, we have responded to a significant number of requests from our investor clients today for this memo.” JPMorgan reiterates Amazon as overweight The investment bank called the drop in Amazon stock a buy. “Despite strong third-quarter earnings that delivered AWS’s highest growth in 11 quarters and made many of the company’s key questions much clearer, AMZN stock has returned to pre-earnings levels and is down -10% from November highs.” Deutsche Bank upgrades Autodesk to buy hold Deutsche Bank said the software company is well positioned. “After the company reported very strong third-quarter results, we upgrade Autodesk shares to buy from hold and raise our TP from $345 to $375.” JPMorgan upgrades Autoliv from neutral to overweight JPMorgan said it sees growth opportunities in China. “Based on our analysis that China represents a transformative growth opportunity for us, we are upgrading Autoliv from neutral to overweight.” JPMorgan upgrades Atmas Filtration from neutral to overweight JPMorgan said it expects Atmas Filtration to “diversify its portfolio.” “After briefly turning to the sidelines last quarter due to a lack of near-term positives, we are reverting ATMU’s rating from neutral to overweight for the following reasons: Portfolio diversification = unlocking valuation.” Read more. Rothschild & Co. Redburn launches XPO with Buy The boutique firm said it expects profit expansion for trucking companies. “Finally, XPO (New, Buy) is in a densification/optimization phase, where improvements in service, mix and network density should drive margin expansion.” UBS Reiterates Netflix Acquisition UBS said Netflix’s acquisition of Warner Bros. Discovery would have an “immediate jolt to engagement and pricing power.” “Given its fourth-quarter programming, we expect a strong quarter for Netflix and believe the stock could approach recent highs.” TD Cowen launches acquisition of Astronics TD Cowen said it is bullish on the aircraft power systems company’s stock. “ATRO is the market share leader for aircraft in-seat power systems, with C26E/C27E EPS growth of more than 7% and revenue growth of more than 7%.” Morgan Stanley names ASML a top choice Morgan Stanley said the semiconductor manufacturing equipment company is too attractive to ignore. “Given the recent share price decline, we believe this is an attractive entry point into the stock and rate ASML a top pick for European semis.” Piper Sandler upgrades Oscar Health from neutral to overweight Piper said the healthcare company is doing well. “We believe OSCR has designed and priced its CY26 products for adversity.” Deutsche Bank reiterates Oracle as a buy The bank said in its analysis that Oracle “has little confidence in its business with OpenAI at its current share price” and that investors should buy on the spur of the moment. “This exercise is intended to help frame the risks and rewards currently embedded in the stock. We argue that this is heavily skewed to the upside and that Oracle’s business is in the midst of a decline that presents an attractive entry point for investors when viewed holistically.”
