Here are the biggest calls on Wall Street on Monday: Citigroup reiterates Apple as buy The bank trimmed its second half earnings estimates on the stock, but said it’s sticking with Apple. “While we believe Apple can navigate the memory component price hikes much better than peers, we see incremental pressure on gross margin, and we now estimate 140bps/48bps gross margin headwind in CY26/27 baking in 100% DRAM price hike in 2H 2026 and easing 75% of the impact in CY27.” Deutsche Bank reiterates Oracle as buy Deutsche Bank cut its price target on Oracle to $300 per share from $375 ahead of earnings later this week. “With timelines to resolve many of these concerns extending beyond what can reasonably be answered over the next several quarters this admittedly contributes to a challenging equity narrative.” Citi reiterates Nvidia as buy Citi said Nvidia remains a “core” holding. “Core AI holding on agentic and physical AI.” UBS upgrades PG & E to buy from neutral UBS sees “wildfire risk reduction ahead” for PG & E. “We upgrade to Buy from Neutral as expected improvements in wildfire policy and affordability should drive a re-rating. Anticipated Phase 2 legislation, likely ahead of the July 2 recess, would further reduce utility liability.” UBS initiates SOLV Energy at buy UBS said shares of the energy company are attractive. “We initiate SOLV Energy (MWH) with a Buy and view the stock as attractive, differentiated exposure to the solar and storage value chain.” Morgan Stanley initiates AGI at overweight Morgan Stanley said the Brazilian payroll lending company has upside potential. “Initiating coverage on AGBK with an Overweight rating and year-end 2026 price target of US$21 per share, for 100% potential upside.” Read more. Wells Fargo downgrades Netflix to equal weight from overweight Wells said Netflix will need to keep investing to grow. “We expect NFLX to rebound from the WBD saga by aiming to accel engagement w/ more content. Our content spend & fwd rev ests are a bit above Street and our margins are a bit below. We think 25-30x P/E is the new range, and resume at Equal Weight.” Read more. Citi reiterates Micron as buy Citi raised its price target to $430 per share from $385 ahead of earnings next week. “Micron reports Feb-Q earnings on 3/18.” Citi upgrades Terex to buy from neutral Citi said sentiment is improving for the materials processing company. “We are upgrading TEX to Buy from Neutral and raising our price target to $75 from $73.” Wolfe downgrades Starbucks to peer perform from outperform Wolfe said the turnaround is taking longer than expected. “We are assuming coverage of SBUX, and downgrading to PP. The beans are just hitting the grinder in a multi-year turnaround, and while we see green shoots emerging, we want to see evidence of sustained execution, especially amid an increasingly competitive coffee landscape.” Morgan Stanley cuts Jefferies to equal weight from overweight Morgan Stanley said the risk/reward is less attractive. “Elevated uncertainty around credit risk and legal risk move our primary valuation methodology from P/E to P/TBV. We are downgrading JEF f rom OW to EW and lowering PT to $49 from $78.” Read more. UBS initiates Arko Petroleum at buy UBS said the petroleum company is best positioned. “We initiate on APC at Buy with a $22 PT.” UBS upgrades H World Group to buy from neutral UBS said the hotel company has upside potential. “As H World could enter a RevPAR growth trajectory after years of weak performance post COVID, we flag further upside potential in valuation and upgrade to a Buy rating.” Rothschild & Co Redburn upgrades GE Vernova to buy from sell Rothschild sees upside to consensus. “This is a highly risky environment, but we now expect sharp upgrades to guidance for Siemens Energy and GE Vernova at the end of 2026 and probably 2027.” Baird upgrades Truist, Zions Bancorporation and Citizens to outperform from neutral Baird said buy the dip in several regional banks. “Recent weakness creates more attractive risk/reward trade-offs, upgrading CFG , TFC , and ZION to Outperform…” Truist upgrades Redwire to buy from hold Truist called the aerospace company an “under the radar drone play.” “We are upgrading RDW to BUY from HOLD and lifting our PT to $15 (from $13), 66% upside from current levels.” Compass Point initiates Webull at buy Compass Point is bullish on the retail e-broker. “We initiate coverage on BULL with a Buy rating and $9 PT” TD Cowen upgrades Fortrea to buy from hold TD Cowen sees an “Improving Macro and fundamentals.” for the healthcare tech company. “We upgrade FTRE to Buy from Hold. Macro has cont to improve, w/ FTRE 2H25 B2B of ~1.14x vs ~0.91x in 1H.” RBC upgrades Dow to outperform from market perform RBC said in its upgrade of Dow that it sees increasing demand. “While we are yet to see signs of a sustained demand improvement, demand should rise seasonally in the Q2 Spring stocking period.”
Here are Monday's biggest analyst calls: Nvidia, Apple, Netflix, Oracle, Micron, Starbucks, Jefferies & more
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