Here are the biggest voices on Wall Street on Monday: Wells Fargo highlights Oracle, with Wells saying Wall Street sentiment towards Oracle is too negative at this point. “All the bad is factored in, but very little of the good is factored in.” Read more. Stifel reiterates his intention to buy NVIDIA Stifel says he is sticking with NVIDIA stock. “NVIDIA is a pioneer in AI infrastructure, including the entire scale-up networking frontier.” Deutsche Bank reiterated Woodward’s bid to acquire Deutsche Bank, which raised its price target on the aerospace company from $300 to $400 per share, calling the company an “aftermarket goldmine.” “Ultimately, we believe this analysis supports our view that Mr. Woodward remains one of the best long-term organic formulation names in the aerospace industry.”Raymond James Upgrades Cummins to Above-Market PerformerInvestment bank expects recovery in trucking market. “While acknowledging CMI’s strong year-to-date performance, we still believe there is ~20% risk-reward trade-off in the bullish case given a faster recovery in the truck market.” Wells Fargo overweight launches Arcellx Wells said the biotech company has “market leadership.” “We are starting ACLX on OW with $100 DCF-based PT.” Morgan Stanley reiterates Starbucks overweight Morgan Stanley said there are signs that the turnaround will be successful for Starbucks. “SBUX is scheduled to report first-quarter results on January 28 and hold an investor day in New York on January 29, a fairly early but important update on the company’s turnaround so far and showing early momentum.”Jeffries launches BlackSky Technology in acquisitionJeffries says the satellite company is attractive. “BlackSky’s unique space-based imagery offering supports growing international adoption, USG (United States Government) recovery, and 2-4x revenue generation with an updated constellation by 2026.” Read more. Bank of America reiterates its commitment to buy Amazon and Walmart Bank of America said Amazon and Walmart remain well-positioned following its annual holiday price survey. “Overall, our data suggests that Amazon has the best average delivery speeds and availability among large retailers, but Walmart had a slight (0.5%) advantage in pricing this year on some items available on both sites.” Loop, Upgrade to Buy Ollies from Hold Loop says the discount retailer is undervalued. “Following a recent store tour led by John Rouleau, managing director of corporate communications and business development, and district management, we are upgrading our rating on Ollie’s Bargain Outlet from Hold to Buy and increasing our price target from $130 to $135.” Wedbush reiterates Microsoft’s outperformance Wedbush says the stock remains a “core winner.” “We maintain our OUTPERFORM rating and $600 price target, and Microsoft remains a core winner on the IVES AI 30 list.” Citigroup Adds Positive Catalyst Watch to Marvell Technology Citi said it is bullish on Marvell Technology stock ahead of the Consumer Electronics Show in early January. “Last week, we welcomed Marvell’s SVP of Finance, Steve Vermillion, and SVP of Investor Relations, Ashish Saran, to our investor conference in Asia. This conference reinforced our positive conviction in our core theme of accelerating year-over-year revenue growth in 2026/27 with AI data centers.”
