Walter Bloomberg
2025.10.20 12:21

MONDAY’S TOP WALL STREET CALLS

❖ Evercore ISI: Reiterates $Netflix(NFLX.US) Outperform — expects modest Q3 beat.

❖ Mizuho: Downgrades $Rivian Automotive(RIVN.US), $Texas Instruments(TXN.US), $Skyworks Solutions(SWKS.US), $QORVO(QRVO.US) to Underperform.

❖ Wolfe Research: $Digital Realty Trust(DLR.US) to Outperform.

❖ Evercore ISI & Loop Capital: Turn more bullish on $Apple(AAPL.US) — upgrade to Buy, PT $315.

❖ Bank of America: Reiterates $NVIDIA(NVDA.US) and $Broadcom(AVGO.US) as top picks.

❖ Morgan Stanley: Initiates $AvePoint(AVPT.US) Overweight; downgrades $Progressive(PGR.US) to Underweight.

❖ Goldman Sachs: Upgrades $Darden Restaurants(DRI.US) to Buy.

❖ Wedbush Securities: Reiterates $Tesla(TSLA.US) Outperform.

❖ Barclays: Upgrades $KLA(KLAC.US), downgrades $Marvell Tech(MRVL.US); upgrades $Sempra Energy(SRE.US)

❖ BofA: Reiterates $Alphabet(GOOGL.US) Buy, raises PT to $280.

❖ TD Cowen: Upgrades $Ally Financial(ALLY.US) to Buy.

❖ Wolfe Research: Initiates $SailPoint(SAIL.US) Buy, PT $27.

❖ Citigroup: Initiates $WillScot(WSC.US) Buy; downgrades $Gildan Activewear(GIL.US) to Neutral.

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