Here’s the biggest voice on Wall Street on Monday: Wolf upgrades Robinhood to outperform peers Wolf says investors should buy the push. “We are upgrading HOOD stock to Outperform (from Peer Perform) to take advantage of the recent decline/deterioration in sentiment surrounding the broader cryptocurrency ecosystem.” Morgan Stanley enters TeraWulf and Cipher Mining as Overweight, saying it expects “significant upside” from both Bitcoin miners. “We are bullish on increasingly attractive valuations for Bitcoin-to-data center conversions and see significant upside potential for WULF and CIFR.” KeyBanc upgrades Timken from sector weight to overweight KeyBanc said it likes the manufacturing company’s new CEO. “We are upgrading TKR stock from SW to OW at a PT of $130. Our upgrade is driven primarily by our expectations for the inflection point in the industrial cycle and our expectation that new CEO Lucien Bordea will advance his organic growth efforts, portfolio development activities, and profitability improvement program. Ross upgrades Roblox to Buy from Hold. Ross says the stock’s valuation is attractive, and we have a more positive view on Roblox as its 2026 booking guidance exceeded expectations. “We initiated coverage on BBNX with a buy rating given our view that BBNX’s differentiated technology is the next disruptor in the insulin pump market, and believe the company is well-positioned to drive strong double-digit growth.” “Coupled with continued margin expansion, we expect +32%, +34% in 2026/2027E.” Citi said the stock remains a top pick “No. 1 AAPL models a combination of premium handsets with growing services and higher gross margins to offset DRAM price increases in the second half of 2026” HSBC upgrades Align Technologies from hold to buy HSBC says the orthodontics company has a strong brand name. “Align’s strong brand presence, R&D culture, and unpenetrated market remain long-term growth drivers.” Citizens upgrade SoFi from Market Perform to Market Outperform Citizens say investors should buy into weakness “We upgrade SoFi Technologies, Inc. from Market Perform to Market Outperform and set a price target of $30.” Citizens upgrade TPG from Market Perform to Market Outperform Citizens rate the asset manager’s execution as good “Impressive execution is only paying off.” Momentum; “We upgrade TPG to Market Outperform (from Market Perform) and set a $75 price target.” Bank of America Reiterates Buying Amazon Bank of America said a review of the company’s 10-K “reveals that AWS capital investment returns will be the biggest stock price driver.” “We believe AWS’ AI capital investment returns will be the biggest share price driver for several years, and while capacity growth will add to the volatility of AWS’s quarterly margins, this capacity is expected to increase as Bank of America reiterates its buy of NVIDIA and the company says it supports the stock.” “We believe this is justified by NVDA’s leading market share in the rapidly growing AI computing/networking market, which is based on a CY27E P/E of 28x, driven by slow global AI projects, cyclical gaming markets, and concerns over access to power.”Barclays reiterates Tesla’s equal weighting. Barclays says Tesla remains a “battleground stock”. “Investors broadly recognize that value is extreme and short-term fundamentals remain questionable, but this is becoming increasingly less relevant to the stock price” UBS upgrades Viatris to buy from neutral UBS says pharma company has “growing pipeline, margin expansion and focused capital allocation” “Upgrades VTRS to buy (from neutral)” Wells Fargo upgrades GeneDx to overweight from equal weight Wells says the genomic testing company’s valuation is compelling. “We believe the recent downturn (approximately 50% since December) has been overdone and are upgrading WGS to OW (from EW). We believe Val’n is attractive at current levels, which appear to discount WGS’ competitive moat and growth runway. Expanded sales force and new strategy will be the catalyst for 2026.” Melius downgrades Microsoft from acquisition to hold Melius says Microsoft is “losing its story.” While we initially had some criticisms, we’re now even more concerned that the company is moving too slowly with 365’s Copilot, leaning too heavily into a seat-first model that’s susceptible to agent influence. First, we’re still unconvinced that Copilot only has 15mm of paying users after three years of hype. ” Read more. BTIG begins acquisition of StoneCo BTIG says the company is a “first mover” in Brazil’s payments space. “We are initiating coverage on StoneCo (STNE) with a buy rating and a $22 price target.” DA Davidson upgrades Oracle to buy from neutral DA Davidson says investors should buy the buy. A revamped OpenAI will be able to return to its position as Google’s top challenger and raise fresh capital to meet this year’s obligations, including one to Oracle. We believe this removes the biggest concerns from ORCL and have upgraded the stock from Neutral to Buy while maintaining our $180 price target. We estimate NTM’s EV/EBITDA multiple to be 7.5x (next 12 months) at $186 million in EBITDA.” Needham upgrades Medtronic to buy Needham said the stock is in the middle of an upturn with a strong product pipeline. Canaccord Upgrades Doximity to Acquisition Canaccord said it buys the push of a digital platform for medical professionals. “It’s hard to drive up valuations in this market, but that’s where we are with Doximity.” Questions surrounding the company’s business include concerns about the stability of pharmaceutical marketing budgets and the disruption of AI. However, we believe the post-print decline in the third quarter is an overreaction to short-term concerns and could represent a long-term buying opportunity. ”
