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Top Calls on Wall Street: Nvidia, Apple, Shopify, McDonald’s, Kraft Heinz and More
Paulpaul09
2025-05-16
$DBS Group Holdings(D05.SI)$
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your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/532044520904032","repostId":"1173352530","repostType":2,"repost":{"id":"1173352530","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1770908471,"share":"https://ttm.financial/m/news/1173352530?lang=en_US&edition=fundamental","pubTime":"2026-02-12 23:01","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Apple, Shopify, McDonald’s, Kraft Heinz and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1173352530","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Thursday:Evercore ISI reiterates Apple as outperformThe firm says reports of Apple delaying Siri upgrades are overdone.“Apple is likely to delay the...","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Thursday:</p><h2 id=\"id_1878626066\" style=\"text-align: start;\">Evercore ISI reiterates Apple as outperform</h2><p>The firm says reports of Apple delaying Siri upgrades are overdone.</p><p>“Apple is likely to delay the expected March launch of Apple intelligence 2.0 given recent headwinds during testing. Expect a multi-phase release of Apple’s new AI features this year, with the potential for new/upgraded Apple Intelligence features mid-year and then a complete overhaul of Siri this fall. Privacy appears to be paramount, with Apple prioritizing data protection along with seamless integration before launching the upgrades.”</p><h2 id=\"id_1878052690\" style=\"text-align: start;\">TD Cowen upgrades Shopify to buy from hold</h2><p>TD Cowen says Shopify is too attractive to ignore at current levels.</p><p>“The combination of a strong quarter, continued growth momentum despite seasonality, and the -10% intraday performance (-30% YTD) represents an attractive entry point for investors to own the de facto modern-day eCommerce infrastructure with durable high growth.”</p><h2 id=\"id_735902056\" style=\"text-align: start;\">William Blair upgrades Fastly to outperform from market perform</h2><p>The firm upgraded the stock following earnings.</p><p>“Fastly delivered a stellar quarter driven by rising contribution from agentic AI traffic, which we believe is still in its infancy.”</p><h2 id=\"id_3828540541\" style=\"text-align: start;\">KeyBanc reiterates Nvidia as overweight</h2><p>KeyBanc says Nvidia remains well positioned.</p><p>“We see NVDA as remaining uniquely positioned to benefit from AI/ML secular data center growth within the industry. With significant barriers to entry created by its CUDA software stack, we see limited competitive risks and expect NVDA to continue to dominate one of the fastest growing workloads in cloud and enterprise.”</p><h2 id=\"id_3385448866\" style=\"text-align: start;\">Deutsche Bank upgrades BorgWarner to buy from hold</h2><p>Deutsche says the auto parts manufacturer has revenue upside and is well positioned for AI.</p><p>“BorgWarner’s strategic entrance into the AI data center market, in our view, is a pivotal shift from being a traditional Tier-1 powertrain supplier to a more diversified multi-industrial entity - a move that warrants a valuation re-rate.”</p><h2 id=\"id_1059605172\" style=\"text-align: start;\">JPMorgan upgrades MercadoLibre to overweight from neutral</h2><p>JPMorgan says it sees competition easing for the Latin American online marketplace.</p><p>“we upgrade MELI to Overweight from Neutral, on three accounts: (1) Shopee increased its take rates last week, signaling a more benign competitive environment; (2) we no longer see material downside to consensus estimates for 2026E and 2027E; and (3) we believe MELI should be able to sustain a good pace of growth in Brazil in 4Q25, above 30%.”</p><h2 id=\"id_293196474\" style=\"text-align: start;\">JPMorgan upgrades LuxExperience to overweight from neutral</h2><p>JPMorgan says the luxury e-commerce company is best positioned.</p><p>“We see LUXE favorably positioned at the intersection of luxury and e-commerce notably emerging as the last man standing within an increasingly fragmented and consolidating competitive landscape, with $1B+ of market share opportunity in our view over the next 12-24 months across the portfolio.”</p><h2 id=\"id_2234995809\" style=\"text-align: start;\">Barclays upgrades Pegasystems to overweight from equal weight</h2><p>Barclays says investors should take advantage of the software sell-off and buy the dip.</p><p>“We think post the sell-off in software and better Q4 results from PEGA, it is time to revisit the PEGA investment case.”</p><h2 id=\"id_1803804718\" style=\"text-align: start;\">JPMorgan downgrades Valvoline to underweight from neutral</h2><p>JPMorgan downgraded the stock mainly on valuation.</p><p>“Valvoline’s EBITDA growth in F2026 should be supported by the Breeze acquisition as well as positive, though decelerating, same-store sales growth. The integration of the new Breeze stores is likely to trim Valvoline’s margins in F2026, more than offsetting margin benefits from base oil prices moving lower.”</p><h2 id=\"id_1781432071\" style=\"text-align: start;\">JPMorgan downgrades Kraft Heinz to underweight from neutral</h2><p>JPMorgan says it sees too many negative catalysts.</p><p>“We appreciate that the substantially lowered earnings outlook for 2026 could reduce earnings risk, especially over the next couple of quarters. But we see ongoing challenges that could limit KHC’s expected volume inflection as 2026 progresses.”</p><p>Read more.</p><h2 id=\"id_2368750682\" style=\"text-align: start;\">TD Cowen initiates D-Wave Quantum as buy</h2><p>TD Cowen says the quantum computing company is firing on all cylinders.</p><p>“We initiate coverage on QBTS with a Buy rating. QBTS is a leader in quantum annealing technology and among the first companies to realize commercial revenues.”</p><h2 id=\"id_1990628520\" style=\"text-align: start;\">Stifel initiates Sterling Infrastructure as buy</h2><p>Stifel says the infrastructure services company has plenty of upside.</p><p>“We are initiating coverage of Sterling Infrastructure (STRL) with a Buy Rating and $486 price target. STRL is the largest excavating contractor in the US with a focus on site development, highway, and concrete slab work.”</p><h2 id=\"id_3162908773\" style=\"text-align: start;\">Raymond James upgrades Oscar Health to outperform from market perform</h2><p>The firm says the stock is the “best house in a tough neighborhood.”</p><p>“We are upgrading OSCR to Outperform and establishing a $18 price target as we see the relative valuation attractive here as margins recover across the ACA [Affordable Care Act] exchange market, and see OSCR as the ‘best house in a tough neighborhood.’”</p><h2 id=\"id_499655215\" style=\"text-align: start;\">Needham initiates Sezzle as buy</h2><p>Needham says the “buy-now-pay-later” platform is firing on all cylinders.</p><p>“We are initiating coverage of Sezzle (SEZL) with a Buy rating and an $85 price target.”</p><h2 id=\"id_1973689830\" style=\"text-align: start;\">Guggenheim downgrades Generac to neutral from buy</h2><p>Guggenheim downgraded the stock on valuation.</p><p>“We are downgrading GNRC’s stock from Buy to Neutral. Our analysis suggests that the stock is now fairly valued, even taking into account the company’s growing exposure to the data center power backup business.”</p><h2 id=\"id_3547496728\" style=\"text-align: start;\">Wells Fargo reiterates McDonald’s as overweight</h2><p>Wells raised its price target on the stock to $355 per share from $345 following earnings on Wednesday.</p><p>“We believe MCD (Overweight-rated) sits firmly at the top of the Restaurant ‘food chain’ with a highly franchised model, impressive margins, and no shortage of LT growth levers to drive LT comps, sustainable/growing margins, and +HSD%-LDD% total shareholder returns.”</p><h2 id=\"id_1462219278\" style=\"text-align: start;\">Barclays upgrades Analog Devices to overweight from equal weight</h2><p>Barclays says the stock has a “best-in-class” margin profile.</p><p>“ADI has an attractive margin profile that is industry leading and a much better inventory position than peers.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Nvidia, Apple, Shopify, McDonald’s, Kraft Heinz and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Nvidia, Apple, Shopify, McDonald’s, Kraft Heinz and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-02-12 23:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are the biggest calls on Wall Street on Thursday:</p><h2 id=\"id_1878626066\" style=\"text-align: start;\">Evercore ISI reiterates Apple as outperform</h2><p>The firm says reports of Apple delaying Siri upgrades are overdone.</p><p>“Apple is likely to delay the expected March launch of Apple intelligence 2.0 given recent headwinds during testing. Expect a multi-phase release of Apple’s new AI features this year, with the potential for new/upgraded Apple Intelligence features mid-year and then a complete overhaul of Siri this fall. Privacy appears to be paramount, with Apple prioritizing data protection along with seamless integration before launching the upgrades.”</p><h2 id=\"id_1878052690\" style=\"text-align: start;\">TD Cowen upgrades Shopify to buy from hold</h2><p>TD Cowen says Shopify is too attractive to ignore at current levels.</p><p>“The combination of a strong quarter, continued growth momentum despite seasonality, and the -10% intraday performance (-30% YTD) represents an attractive entry point for investors to own the de facto modern-day eCommerce infrastructure with durable high growth.”</p><h2 id=\"id_735902056\" style=\"text-align: start;\">William Blair upgrades Fastly to outperform from market perform</h2><p>The firm upgraded the stock following earnings.</p><p>“Fastly delivered a stellar quarter driven by rising contribution from agentic AI traffic, which we believe is still in its infancy.”</p><h2 id=\"id_3828540541\" style=\"text-align: start;\">KeyBanc reiterates Nvidia as overweight</h2><p>KeyBanc says Nvidia remains well positioned.</p><p>“We see NVDA as remaining uniquely positioned to benefit from AI/ML secular data center growth within the industry. With significant barriers to entry created by its CUDA software stack, we see limited competitive risks and expect NVDA to continue to dominate one of the fastest growing workloads in cloud and enterprise.”</p><h2 id=\"id_3385448866\" style=\"text-align: start;\">Deutsche Bank upgrades BorgWarner to buy from hold</h2><p>Deutsche says the auto parts manufacturer has revenue upside and is well positioned for AI.</p><p>“BorgWarner’s strategic entrance into the AI data center market, in our view, is a pivotal shift from being a traditional Tier-1 powertrain supplier to a more diversified multi-industrial entity - a move that warrants a valuation re-rate.”</p><h2 id=\"id_1059605172\" style=\"text-align: start;\">JPMorgan upgrades MercadoLibre to overweight from neutral</h2><p>JPMorgan says it sees competition easing for the Latin American online marketplace.</p><p>“we upgrade MELI to Overweight from Neutral, on three accounts: (1) Shopee increased its take rates last week, signaling a more benign competitive environment; (2) we no longer see material downside to consensus estimates for 2026E and 2027E; and (3) we believe MELI should be able to sustain a good pace of growth in Brazil in 4Q25, above 30%.”</p><h2 id=\"id_293196474\" style=\"text-align: start;\">JPMorgan upgrades LuxExperience to overweight from neutral</h2><p>JPMorgan says the luxury e-commerce company is best positioned.</p><p>“We see LUXE favorably positioned at the intersection of luxury and e-commerce notably emerging as the last man standing within an increasingly fragmented and consolidating competitive landscape, with $1B+ of market share opportunity in our view over the next 12-24 months across the portfolio.”</p><h2 id=\"id_2234995809\" style=\"text-align: start;\">Barclays upgrades Pegasystems to overweight from equal weight</h2><p>Barclays says investors should take advantage of the software sell-off and buy the dip.</p><p>“We think post the sell-off in software and better Q4 results from PEGA, it is time to revisit the PEGA investment case.”</p><h2 id=\"id_1803804718\" style=\"text-align: start;\">JPMorgan downgrades Valvoline to underweight from neutral</h2><p>JPMorgan downgraded the stock mainly on valuation.</p><p>“Valvoline’s EBITDA growth in F2026 should be supported by the Breeze acquisition as well as positive, though decelerating, same-store sales growth. The integration of the new Breeze stores is likely to trim Valvoline’s margins in F2026, more than offsetting margin benefits from base oil prices moving lower.”</p><h2 id=\"id_1781432071\" style=\"text-align: start;\">JPMorgan downgrades Kraft Heinz to underweight from neutral</h2><p>JPMorgan says it sees too many negative catalysts.</p><p>“We appreciate that the substantially lowered earnings outlook for 2026 could reduce earnings risk, especially over the next couple of quarters. But we see ongoing challenges that could limit KHC’s expected volume inflection as 2026 progresses.”</p><p>Read more.</p><h2 id=\"id_2368750682\" style=\"text-align: start;\">TD Cowen initiates D-Wave Quantum as buy</h2><p>TD Cowen says the quantum computing company is firing on all cylinders.</p><p>“We initiate coverage on QBTS with a Buy rating. QBTS is a leader in quantum annealing technology and among the first companies to realize commercial revenues.”</p><h2 id=\"id_1990628520\" style=\"text-align: start;\">Stifel initiates Sterling Infrastructure as buy</h2><p>Stifel says the infrastructure services company has plenty of upside.</p><p>“We are initiating coverage of Sterling Infrastructure (STRL) with a Buy Rating and $486 price target. STRL is the largest excavating contractor in the US with a focus on site development, highway, and concrete slab work.”</p><h2 id=\"id_3162908773\" style=\"text-align: start;\">Raymond James upgrades Oscar Health to outperform from market perform</h2><p>The firm says the stock is the “best house in a tough neighborhood.”</p><p>“We are upgrading OSCR to Outperform and establishing a $18 price target as we see the relative valuation attractive here as margins recover across the ACA [Affordable Care Act] exchange market, and see OSCR as the ‘best house in a tough neighborhood.’”</p><h2 id=\"id_499655215\" style=\"text-align: start;\">Needham initiates Sezzle as buy</h2><p>Needham says the “buy-now-pay-later” platform is firing on all cylinders.</p><p>“We are initiating coverage of Sezzle (SEZL) with a Buy rating and an $85 price target.”</p><h2 id=\"id_1973689830\" style=\"text-align: start;\">Guggenheim downgrades Generac to neutral from buy</h2><p>Guggenheim downgraded the stock on valuation.</p><p>“We are downgrading GNRC’s stock from Buy to Neutral. Our analysis suggests that the stock is now fairly valued, even taking into account the company’s growing exposure to the data center power backup business.”</p><h2 id=\"id_3547496728\" style=\"text-align: start;\">Wells Fargo reiterates McDonald’s as overweight</h2><p>Wells raised its price target on the stock to $355 per share from $345 following earnings on Wednesday.</p><p>“We believe MCD (Overweight-rated) sits firmly at the top of the Restaurant ‘food chain’ with a highly franchised model, impressive margins, and no shortage of LT growth levers to drive LT comps, sustainable/growing margins, and +HSD%-LDD% total shareholder returns.”</p><h2 id=\"id_1462219278\" style=\"text-align: start;\">Barclays upgrades Analog Devices to overweight from equal weight</h2><p>Barclays says the stock has a “best-in-class” margin profile.</p><p>“ADI has an attractive margin profile that is industry leading and a much better inventory position than peers.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","SHOP":"Shopify Inc","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173352530","content_text":"Here are the biggest calls on Wall Street on Thursday:Evercore ISI reiterates Apple as outperformThe firm says reports of Apple delaying Siri upgrades are overdone.“Apple is likely to delay the expected March launch of Apple intelligence 2.0 given recent headwinds during testing. Expect a multi-phase release of Apple’s new AI features this year, with the potential for new/upgraded Apple Intelligence features mid-year and then a complete overhaul of Siri this fall. Privacy appears to be paramount, with Apple prioritizing data protection along with seamless integration before launching the upgrades.”TD Cowen upgrades Shopify to buy from holdTD Cowen says Shopify is too attractive to ignore at current levels.“The combination of a strong quarter, continued growth momentum despite seasonality, and the -10% intraday performance (-30% YTD) represents an attractive entry point for investors to own the de facto modern-day eCommerce infrastructure with durable high growth.”William Blair upgrades Fastly to outperform from market performThe firm upgraded the stock following earnings.“Fastly delivered a stellar quarter driven by rising contribution from agentic AI traffic, which we believe is still in its infancy.”KeyBanc reiterates Nvidia as overweightKeyBanc says Nvidia remains well positioned.“We see NVDA as remaining uniquely positioned to benefit from AI/ML secular data center growth within the industry. With significant barriers to entry created by its CUDA software stack, we see limited competitive risks and expect NVDA to continue to dominate one of the fastest growing workloads in cloud and enterprise.”Deutsche Bank upgrades BorgWarner to buy from holdDeutsche says the auto parts manufacturer has revenue upside and is well positioned for AI.“BorgWarner’s strategic entrance into the AI data center market, in our view, is a pivotal shift from being a traditional Tier-1 powertrain supplier to a more diversified multi-industrial entity - a move that warrants a valuation re-rate.”JPMorgan upgrades MercadoLibre to overweight from neutralJPMorgan says it sees competition easing for the Latin American online marketplace.“we upgrade MELI to Overweight from Neutral, on three accounts: (1) Shopee increased its take rates last week, signaling a more benign competitive environment; (2) we no longer see material downside to consensus estimates for 2026E and 2027E; and (3) we believe MELI should be able to sustain a good pace of growth in Brazil in 4Q25, above 30%.”JPMorgan upgrades LuxExperience to overweight from neutralJPMorgan says the luxury e-commerce company is best positioned.“We see LUXE favorably positioned at the intersection of luxury and e-commerce notably emerging as the last man standing within an increasingly fragmented and consolidating competitive landscape, with $1B+ of market share opportunity in our view over the next 12-24 months across the portfolio.”Barclays upgrades Pegasystems to overweight from equal weightBarclays says investors should take advantage of the software sell-off and buy the dip.“We think post the sell-off in software and better Q4 results from PEGA, it is time to revisit the PEGA investment case.”JPMorgan downgrades Valvoline to underweight from neutralJPMorgan downgraded the stock mainly on valuation.“Valvoline’s EBITDA growth in F2026 should be supported by the Breeze acquisition as well as positive, though decelerating, same-store sales growth. The integration of the new Breeze stores is likely to trim Valvoline’s margins in F2026, more than offsetting margin benefits from base oil prices moving lower.”JPMorgan downgrades Kraft Heinz to underweight from neutralJPMorgan says it sees too many negative catalysts.“We appreciate that the substantially lowered earnings outlook for 2026 could reduce earnings risk, especially over the next couple of quarters. But we see ongoing challenges that could limit KHC’s expected volume inflection as 2026 progresses.”Read more.TD Cowen initiates D-Wave Quantum as buyTD Cowen says the quantum computing company is firing on all cylinders.“We initiate coverage on QBTS with a Buy rating. QBTS is a leader in quantum annealing technology and among the first companies to realize commercial revenues.”Stifel initiates Sterling Infrastructure as buyStifel says the infrastructure services company has plenty of upside.“We are initiating coverage of Sterling Infrastructure (STRL) with a Buy Rating and $486 price target. STRL is the largest excavating contractor in the US with a focus on site development, highway, and concrete slab work.”Raymond James upgrades Oscar Health to outperform from market performThe firm says the stock is the “best house in a tough neighborhood.”“We are upgrading OSCR to Outperform and establishing a $18 price target as we see the relative valuation attractive here as margins recover across the ACA [Affordable Care Act] exchange market, and see OSCR as the ‘best house in a tough neighborhood.’”Needham initiates Sezzle as buyNeedham says the “buy-now-pay-later” platform is firing on all cylinders.“We are initiating coverage of Sezzle (SEZL) with a Buy rating and an $85 price target.”Guggenheim downgrades Generac to neutral from buyGuggenheim downgraded the stock on valuation.“We are downgrading GNRC’s stock from Buy to Neutral. Our analysis suggests that the stock is now fairly valued, even taking into account the company’s growing exposure to the data center power backup business.”Wells Fargo reiterates McDonald’s as overweightWells raised its price target on the stock to $355 per share from $345 following earnings on Wednesday.“We believe MCD (Overweight-rated) sits firmly at the top of the Restaurant ‘food chain’ with a highly franchised model, impressive margins, and no shortage of LT growth levers to drive LT comps, sustainable/growing margins, and +HSD%-LDD% total shareholder returns.”Barclays upgrades Analog Devices to overweight from equal weightBarclays says the stock has a “best-in-class” margin profile.“ADI has an attractive margin profile that is industry leading and a much better inventory position than peers.”","news_type":1,"symbols_score_info":{"SHOP":2,"NVDA":2,"AAPL":2}},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":435660136645128,"gmtCreate":1747363346342,"gmtModify":1747364892039,"author":{"id":"3570695888709974","authorId":"3570695888709974","name":"Paulpaul09","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570695888709974","authorIdStr":"3570695888709974"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS Group Holdings(D05.SI)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS Group Holdings(D05.SI)$ </a><v-v data-views=\"1\"></v-v> ","text":"$DBS Group Holdings(D05.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/435660136645128","isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":532044520904032,"gmtCreate":1770915392326,"gmtModify":1770916460350,"author":{"id":"3570695888709974","authorId":"3570695888709974","name":"Paulpaul09","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570695888709974","idStr":"3570695888709974"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/532044520904032","repostId":"1173352530","repostType":2,"repost":{"id":"1173352530","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1770908471,"share":"https://ttm.financial/m/news/1173352530?lang=en_US&edition=fundamental","pubTime":"2026-02-12 23:01","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Apple, Shopify, McDonald’s, Kraft Heinz and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1173352530","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Thursday:Evercore ISI reiterates Apple as outperformThe firm says reports of Apple delaying Siri upgrades are overdone.“Apple is likely to delay the...","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Thursday:</p><h2 id=\"id_1878626066\" style=\"text-align: start;\">Evercore ISI reiterates Apple as outperform</h2><p>The firm says reports of Apple delaying Siri upgrades are overdone.</p><p>“Apple is likely to delay the expected March launch of Apple intelligence 2.0 given recent headwinds during testing. Expect a multi-phase release of Apple’s new AI features this year, with the potential for new/upgraded Apple Intelligence features mid-year and then a complete overhaul of Siri this fall. Privacy appears to be paramount, with Apple prioritizing data protection along with seamless integration before launching the upgrades.”</p><h2 id=\"id_1878052690\" style=\"text-align: start;\">TD Cowen upgrades Shopify to buy from hold</h2><p>TD Cowen says Shopify is too attractive to ignore at current levels.</p><p>“The combination of a strong quarter, continued growth momentum despite seasonality, and the -10% intraday performance (-30% YTD) represents an attractive entry point for investors to own the de facto modern-day eCommerce infrastructure with durable high growth.”</p><h2 id=\"id_735902056\" style=\"text-align: start;\">William Blair upgrades Fastly to outperform from market perform</h2><p>The firm upgraded the stock following earnings.</p><p>“Fastly delivered a stellar quarter driven by rising contribution from agentic AI traffic, which we believe is still in its infancy.”</p><h2 id=\"id_3828540541\" style=\"text-align: start;\">KeyBanc reiterates Nvidia as overweight</h2><p>KeyBanc says Nvidia remains well positioned.</p><p>“We see NVDA as remaining uniquely positioned to benefit from AI/ML secular data center growth within the industry. With significant barriers to entry created by its CUDA software stack, we see limited competitive risks and expect NVDA to continue to dominate one of the fastest growing workloads in cloud and enterprise.”</p><h2 id=\"id_3385448866\" style=\"text-align: start;\">Deutsche Bank upgrades BorgWarner to buy from hold</h2><p>Deutsche says the auto parts manufacturer has revenue upside and is well positioned for AI.</p><p>“BorgWarner’s strategic entrance into the AI data center market, in our view, is a pivotal shift from being a traditional Tier-1 powertrain supplier to a more diversified multi-industrial entity - a move that warrants a valuation re-rate.”</p><h2 id=\"id_1059605172\" style=\"text-align: start;\">JPMorgan upgrades MercadoLibre to overweight from neutral</h2><p>JPMorgan says it sees competition easing for the Latin American online marketplace.</p><p>“we upgrade MELI to Overweight from Neutral, on three accounts: (1) Shopee increased its take rates last week, signaling a more benign competitive environment; (2) we no longer see material downside to consensus estimates for 2026E and 2027E; and (3) we believe MELI should be able to sustain a good pace of growth in Brazil in 4Q25, above 30%.”</p><h2 id=\"id_293196474\" style=\"text-align: start;\">JPMorgan upgrades LuxExperience to overweight from neutral</h2><p>JPMorgan says the luxury e-commerce company is best positioned.</p><p>“We see LUXE favorably positioned at the intersection of luxury and e-commerce notably emerging as the last man standing within an increasingly fragmented and consolidating competitive landscape, with $1B+ of market share opportunity in our view over the next 12-24 months across the portfolio.”</p><h2 id=\"id_2234995809\" style=\"text-align: start;\">Barclays upgrades Pegasystems to overweight from equal weight</h2><p>Barclays says investors should take advantage of the software sell-off and buy the dip.</p><p>“We think post the sell-off in software and better Q4 results from PEGA, it is time to revisit the PEGA investment case.”</p><h2 id=\"id_1803804718\" style=\"text-align: start;\">JPMorgan downgrades Valvoline to underweight from neutral</h2><p>JPMorgan downgraded the stock mainly on valuation.</p><p>“Valvoline’s EBITDA growth in F2026 should be supported by the Breeze acquisition as well as positive, though decelerating, same-store sales growth. The integration of the new Breeze stores is likely to trim Valvoline’s margins in F2026, more than offsetting margin benefits from base oil prices moving lower.”</p><h2 id=\"id_1781432071\" style=\"text-align: start;\">JPMorgan downgrades Kraft Heinz to underweight from neutral</h2><p>JPMorgan says it sees too many negative catalysts.</p><p>“We appreciate that the substantially lowered earnings outlook for 2026 could reduce earnings risk, especially over the next couple of quarters. But we see ongoing challenges that could limit KHC’s expected volume inflection as 2026 progresses.”</p><p>Read more.</p><h2 id=\"id_2368750682\" style=\"text-align: start;\">TD Cowen initiates D-Wave Quantum as buy</h2><p>TD Cowen says the quantum computing company is firing on all cylinders.</p><p>“We initiate coverage on QBTS with a Buy rating. QBTS is a leader in quantum annealing technology and among the first companies to realize commercial revenues.”</p><h2 id=\"id_1990628520\" style=\"text-align: start;\">Stifel initiates Sterling Infrastructure as buy</h2><p>Stifel says the infrastructure services company has plenty of upside.</p><p>“We are initiating coverage of Sterling Infrastructure (STRL) with a Buy Rating and $486 price target. STRL is the largest excavating contractor in the US with a focus on site development, highway, and concrete slab work.”</p><h2 id=\"id_3162908773\" style=\"text-align: start;\">Raymond James upgrades Oscar Health to outperform from market perform</h2><p>The firm says the stock is the “best house in a tough neighborhood.”</p><p>“We are upgrading OSCR to Outperform and establishing a $18 price target as we see the relative valuation attractive here as margins recover across the ACA [Affordable Care Act] exchange market, and see OSCR as the ‘best house in a tough neighborhood.’”</p><h2 id=\"id_499655215\" style=\"text-align: start;\">Needham initiates Sezzle as buy</h2><p>Needham says the “buy-now-pay-later” platform is firing on all cylinders.</p><p>“We are initiating coverage of Sezzle (SEZL) with a Buy rating and an $85 price target.”</p><h2 id=\"id_1973689830\" style=\"text-align: start;\">Guggenheim downgrades Generac to neutral from buy</h2><p>Guggenheim downgraded the stock on valuation.</p><p>“We are downgrading GNRC’s stock from Buy to Neutral. Our analysis suggests that the stock is now fairly valued, even taking into account the company’s growing exposure to the data center power backup business.”</p><h2 id=\"id_3547496728\" style=\"text-align: start;\">Wells Fargo reiterates McDonald’s as overweight</h2><p>Wells raised its price target on the stock to $355 per share from $345 following earnings on Wednesday.</p><p>“We believe MCD (Overweight-rated) sits firmly at the top of the Restaurant ‘food chain’ with a highly franchised model, impressive margins, and no shortage of LT growth levers to drive LT comps, sustainable/growing margins, and +HSD%-LDD% total shareholder returns.”</p><h2 id=\"id_1462219278\" style=\"text-align: start;\">Barclays upgrades Analog Devices to overweight from equal weight</h2><p>Barclays says the stock has a “best-in-class” margin profile.</p><p>“ADI has an attractive margin profile that is industry leading and a much better inventory position than peers.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Nvidia, Apple, Shopify, McDonald’s, Kraft Heinz and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Nvidia, Apple, Shopify, McDonald’s, Kraft Heinz and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-02-12 23:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are the biggest calls on Wall Street on Thursday:</p><h2 id=\"id_1878626066\" style=\"text-align: start;\">Evercore ISI reiterates Apple as outperform</h2><p>The firm says reports of Apple delaying Siri upgrades are overdone.</p><p>“Apple is likely to delay the expected March launch of Apple intelligence 2.0 given recent headwinds during testing. Expect a multi-phase release of Apple’s new AI features this year, with the potential for new/upgraded Apple Intelligence features mid-year and then a complete overhaul of Siri this fall. Privacy appears to be paramount, with Apple prioritizing data protection along with seamless integration before launching the upgrades.”</p><h2 id=\"id_1878052690\" style=\"text-align: start;\">TD Cowen upgrades Shopify to buy from hold</h2><p>TD Cowen says Shopify is too attractive to ignore at current levels.</p><p>“The combination of a strong quarter, continued growth momentum despite seasonality, and the -10% intraday performance (-30% YTD) represents an attractive entry point for investors to own the de facto modern-day eCommerce infrastructure with durable high growth.”</p><h2 id=\"id_735902056\" style=\"text-align: start;\">William Blair upgrades Fastly to outperform from market perform</h2><p>The firm upgraded the stock following earnings.</p><p>“Fastly delivered a stellar quarter driven by rising contribution from agentic AI traffic, which we believe is still in its infancy.”</p><h2 id=\"id_3828540541\" style=\"text-align: start;\">KeyBanc reiterates Nvidia as overweight</h2><p>KeyBanc says Nvidia remains well positioned.</p><p>“We see NVDA as remaining uniquely positioned to benefit from AI/ML secular data center growth within the industry. With significant barriers to entry created by its CUDA software stack, we see limited competitive risks and expect NVDA to continue to dominate one of the fastest growing workloads in cloud and enterprise.”</p><h2 id=\"id_3385448866\" style=\"text-align: start;\">Deutsche Bank upgrades BorgWarner to buy from hold</h2><p>Deutsche says the auto parts manufacturer has revenue upside and is well positioned for AI.</p><p>“BorgWarner’s strategic entrance into the AI data center market, in our view, is a pivotal shift from being a traditional Tier-1 powertrain supplier to a more diversified multi-industrial entity - a move that warrants a valuation re-rate.”</p><h2 id=\"id_1059605172\" style=\"text-align: start;\">JPMorgan upgrades MercadoLibre to overweight from neutral</h2><p>JPMorgan says it sees competition easing for the Latin American online marketplace.</p><p>“we upgrade MELI to Overweight from Neutral, on three accounts: (1) Shopee increased its take rates last week, signaling a more benign competitive environment; (2) we no longer see material downside to consensus estimates for 2026E and 2027E; and (3) we believe MELI should be able to sustain a good pace of growth in Brazil in 4Q25, above 30%.”</p><h2 id=\"id_293196474\" style=\"text-align: start;\">JPMorgan upgrades LuxExperience to overweight from neutral</h2><p>JPMorgan says the luxury e-commerce company is best positioned.</p><p>“We see LUXE favorably positioned at the intersection of luxury and e-commerce notably emerging as the last man standing within an increasingly fragmented and consolidating competitive landscape, with $1B+ of market share opportunity in our view over the next 12-24 months across the portfolio.”</p><h2 id=\"id_2234995809\" style=\"text-align: start;\">Barclays upgrades Pegasystems to overweight from equal weight</h2><p>Barclays says investors should take advantage of the software sell-off and buy the dip.</p><p>“We think post the sell-off in software and better Q4 results from PEGA, it is time to revisit the PEGA investment case.”</p><h2 id=\"id_1803804718\" style=\"text-align: start;\">JPMorgan downgrades Valvoline to underweight from neutral</h2><p>JPMorgan downgraded the stock mainly on valuation.</p><p>“Valvoline’s EBITDA growth in F2026 should be supported by the Breeze acquisition as well as positive, though decelerating, same-store sales growth. The integration of the new Breeze stores is likely to trim Valvoline’s margins in F2026, more than offsetting margin benefits from base oil prices moving lower.”</p><h2 id=\"id_1781432071\" style=\"text-align: start;\">JPMorgan downgrades Kraft Heinz to underweight from neutral</h2><p>JPMorgan says it sees too many negative catalysts.</p><p>“We appreciate that the substantially lowered earnings outlook for 2026 could reduce earnings risk, especially over the next couple of quarters. But we see ongoing challenges that could limit KHC’s expected volume inflection as 2026 progresses.”</p><p>Read more.</p><h2 id=\"id_2368750682\" style=\"text-align: start;\">TD Cowen initiates D-Wave Quantum as buy</h2><p>TD Cowen says the quantum computing company is firing on all cylinders.</p><p>“We initiate coverage on QBTS with a Buy rating. QBTS is a leader in quantum annealing technology and among the first companies to realize commercial revenues.”</p><h2 id=\"id_1990628520\" style=\"text-align: start;\">Stifel initiates Sterling Infrastructure as buy</h2><p>Stifel says the infrastructure services company has plenty of upside.</p><p>“We are initiating coverage of Sterling Infrastructure (STRL) with a Buy Rating and $486 price target. STRL is the largest excavating contractor in the US with a focus on site development, highway, and concrete slab work.”</p><h2 id=\"id_3162908773\" style=\"text-align: start;\">Raymond James upgrades Oscar Health to outperform from market perform</h2><p>The firm says the stock is the “best house in a tough neighborhood.”</p><p>“We are upgrading OSCR to Outperform and establishing a $18 price target as we see the relative valuation attractive here as margins recover across the ACA [Affordable Care Act] exchange market, and see OSCR as the ‘best house in a tough neighborhood.’”</p><h2 id=\"id_499655215\" style=\"text-align: start;\">Needham initiates Sezzle as buy</h2><p>Needham says the “buy-now-pay-later” platform is firing on all cylinders.</p><p>“We are initiating coverage of Sezzle (SEZL) with a Buy rating and an $85 price target.”</p><h2 id=\"id_1973689830\" style=\"text-align: start;\">Guggenheim downgrades Generac to neutral from buy</h2><p>Guggenheim downgraded the stock on valuation.</p><p>“We are downgrading GNRC’s stock from Buy to Neutral. Our analysis suggests that the stock is now fairly valued, even taking into account the company’s growing exposure to the data center power backup business.”</p><h2 id=\"id_3547496728\" style=\"text-align: start;\">Wells Fargo reiterates McDonald’s as overweight</h2><p>Wells raised its price target on the stock to $355 per share from $345 following earnings on Wednesday.</p><p>“We believe MCD (Overweight-rated) sits firmly at the top of the Restaurant ‘food chain’ with a highly franchised model, impressive margins, and no shortage of LT growth levers to drive LT comps, sustainable/growing margins, and +HSD%-LDD% total shareholder returns.”</p><h2 id=\"id_1462219278\" style=\"text-align: start;\">Barclays upgrades Analog Devices to overweight from equal weight</h2><p>Barclays says the stock has a “best-in-class” margin profile.</p><p>“ADI has an attractive margin profile that is industry leading and a much better inventory position than peers.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","SHOP":"Shopify Inc","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173352530","content_text":"Here are the biggest calls on Wall Street on Thursday:Evercore ISI reiterates Apple as outperformThe firm says reports of Apple delaying Siri upgrades are overdone.“Apple is likely to delay the expected March launch of Apple intelligence 2.0 given recent headwinds during testing. Expect a multi-phase release of Apple’s new AI features this year, with the potential for new/upgraded Apple Intelligence features mid-year and then a complete overhaul of Siri this fall. Privacy appears to be paramount, with Apple prioritizing data protection along with seamless integration before launching the upgrades.”TD Cowen upgrades Shopify to buy from holdTD Cowen says Shopify is too attractive to ignore at current levels.“The combination of a strong quarter, continued growth momentum despite seasonality, and the -10% intraday performance (-30% YTD) represents an attractive entry point for investors to own the de facto modern-day eCommerce infrastructure with durable high growth.”William Blair upgrades Fastly to outperform from market performThe firm upgraded the stock following earnings.“Fastly delivered a stellar quarter driven by rising contribution from agentic AI traffic, which we believe is still in its infancy.”KeyBanc reiterates Nvidia as overweightKeyBanc says Nvidia remains well positioned.“We see NVDA as remaining uniquely positioned to benefit from AI/ML secular data center growth within the industry. With significant barriers to entry created by its CUDA software stack, we see limited competitive risks and expect NVDA to continue to dominate one of the fastest growing workloads in cloud and enterprise.”Deutsche Bank upgrades BorgWarner to buy from holdDeutsche says the auto parts manufacturer has revenue upside and is well positioned for AI.“BorgWarner’s strategic entrance into the AI data center market, in our view, is a pivotal shift from being a traditional Tier-1 powertrain supplier to a more diversified multi-industrial entity - a move that warrants a valuation re-rate.”JPMorgan upgrades MercadoLibre to overweight from neutralJPMorgan says it sees competition easing for the Latin American online marketplace.“we upgrade MELI to Overweight from Neutral, on three accounts: (1) Shopee increased its take rates last week, signaling a more benign competitive environment; (2) we no longer see material downside to consensus estimates for 2026E and 2027E; and (3) we believe MELI should be able to sustain a good pace of growth in Brazil in 4Q25, above 30%.”JPMorgan upgrades LuxExperience to overweight from neutralJPMorgan says the luxury e-commerce company is best positioned.“We see LUXE favorably positioned at the intersection of luxury and e-commerce notably emerging as the last man standing within an increasingly fragmented and consolidating competitive landscape, with $1B+ of market share opportunity in our view over the next 12-24 months across the portfolio.”Barclays upgrades Pegasystems to overweight from equal weightBarclays says investors should take advantage of the software sell-off and buy the dip.“We think post the sell-off in software and better Q4 results from PEGA, it is time to revisit the PEGA investment case.”JPMorgan downgrades Valvoline to underweight from neutralJPMorgan downgraded the stock mainly on valuation.“Valvoline’s EBITDA growth in F2026 should be supported by the Breeze acquisition as well as positive, though decelerating, same-store sales growth. The integration of the new Breeze stores is likely to trim Valvoline’s margins in F2026, more than offsetting margin benefits from base oil prices moving lower.”JPMorgan downgrades Kraft Heinz to underweight from neutralJPMorgan says it sees too many negative catalysts.“We appreciate that the substantially lowered earnings outlook for 2026 could reduce earnings risk, especially over the next couple of quarters. But we see ongoing challenges that could limit KHC’s expected volume inflection as 2026 progresses.”Read more.TD Cowen initiates D-Wave Quantum as buyTD Cowen says the quantum computing company is firing on all cylinders.“We initiate coverage on QBTS with a Buy rating. QBTS is a leader in quantum annealing technology and among the first companies to realize commercial revenues.”Stifel initiates Sterling Infrastructure as buyStifel says the infrastructure services company has plenty of upside.“We are initiating coverage of Sterling Infrastructure (STRL) with a Buy Rating and $486 price target. STRL is the largest excavating contractor in the US with a focus on site development, highway, and concrete slab work.”Raymond James upgrades Oscar Health to outperform from market performThe firm says the stock is the “best house in a tough neighborhood.”“We are upgrading OSCR to Outperform and establishing a $18 price target as we see the relative valuation attractive here as margins recover across the ACA [Affordable Care Act] exchange market, and see OSCR as the ‘best house in a tough neighborhood.’”Needham initiates Sezzle as buyNeedham says the “buy-now-pay-later” platform is firing on all cylinders.“We are initiating coverage of Sezzle (SEZL) with a Buy rating and an $85 price target.”Guggenheim downgrades Generac to neutral from buyGuggenheim downgraded the stock on valuation.“We are downgrading GNRC’s stock from Buy to Neutral. Our analysis suggests that the stock is now fairly valued, even taking into account the company’s growing exposure to the data center power backup business.”Wells Fargo reiterates McDonald’s as overweightWells raised its price target on the stock to $355 per share from $345 following earnings on Wednesday.“We believe MCD (Overweight-rated) sits firmly at the top of the Restaurant ‘food chain’ with a highly franchised model, impressive margins, and no shortage of LT growth levers to drive LT comps, sustainable/growing margins, and +HSD%-LDD% total shareholder returns.”Barclays upgrades Analog Devices to overweight from equal weightBarclays says the stock has a “best-in-class” margin profile.“ADI has an attractive margin profile that is industry leading and a much better inventory position than peers.”","news_type":1,"symbols_score_info":{"SHOP":2,"NVDA":2,"AAPL":2}},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":435660136645128,"gmtCreate":1747363346342,"gmtModify":1747364892039,"author":{"id":"3570695888709974","authorId":"3570695888709974","name":"Paulpaul09","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570695888709974","idStr":"3570695888709974"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS Group Holdings(D05.SI)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS Group Holdings(D05.SI)$ </a><v-v data-views=\"1\"></v-v> ","text":"$DBS Group Holdings(D05.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/435660136645128","isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
