Here are the biggest calls on Wall Street on Friday: Bernstein reiterates Nvidia as outperform Bernstein says Nvidia is well positioned in the data center space. "The datacenter opportunity is enormous, and still early, with material upside still possible." Needham initiates Vital Farms at buy Needham says the egg company is undervalued. "We are initiating coverage of VITL with a Buy rating and $45 PT." Roth initiates CoreWeave at buy The firm says the stock is "positioned to be a top-four market share winner in an AI Cloud market." "We are initiating coverage on CRWV with a Buy rating and $110 price target." UBS upgrades Albemarle to buy from neutral UBS says it sees a "new upcycle" for the lithium company. "We upgrade ALB to Buy from Neutral. We see a combination of higher energy storage demand and years of slower western capacity additions now pushing lithium markets into deficit in 2026. We expect lithium prices to move up through the year which should be a positive driver for ALB stock." Barclays upgrades Rollins to overweight from equal weight Barclays says it sees growth upside for the pest control company. "During our Very constructive Rollins NDR w/ CFO + IR in early November, management's tone was very confident for the next 12-24 months; and what struck us most was the many incremental opportunities for enhancing/providing upside to the existing growth framework." Jefferies upgrades Humana to buy from hold Jefferies says it's bullish on the health insurance company. "As the second-largest player, HUM has scale advantages and a well rounded set of competencies in MA [medicare advantage]." Mizuho reiterates Broadcom as outperform Mizuho says the stock is a top pick heading into earnings next week. "We are buyers on AVGO heading into earnings next week" CLSA reiterates Apple as outperform CLSA raises its price target on the stock and says investors should buy the dip. " Apple is akin to a consumer staple in financial predictability, even as the hope of an AI fix lingers. ... . Elsewhere, iPhone sales are surging to new highs, driving a 3-5% increase to FY26-27CL revenue and earnings. We lift our TP from US $265 to US $330..." Pivotal reiterates Alphabet as buy The firm raises its price target on the stock to a Street high $400 per share from $350. "Search is a resilient cash cow with pricing power, a powerful driver of GOOG's best in class Gemini AI, with an opportunity to leverage AI take massive costs out of the search business." Morgan Stanley upgrades MP Materials to overweight from equal weight Morgan Stanley says the rare earths company is poised to be a player in the development of humanoid robots. "We think MP is well positioned to benefit as the U.S. looks to develop a robust ex- China supply chain with MP at the center..." Wells Fargo initiates Ryder System at overweight Wells says it's bullish on the logistics truck systems company. "We are initiating coverage of Ryder System, Inc. with an Overweight rating and a $210 PT (17% upside)." Wells Fargo initiates Hub Group at overweight Wells says shares of the logistics company have more room to run. " Hub Group is poised to be the biggest beneficiary of Union Pacific-Norfolk Southern's transcontinental rail merger." Baird downgrades Synchrony to neutral from outperform Baird says the stock is overvalued right now. " Synchrony remains a well-run franchise from our perspective, but we would not be chasing the stock here." JPMorgan upgrades Commercial Metals to overweight from neutral JPMorgan raises its price target on the metals company to $78 per share from $64. "Our higher PT reflects our updated 2027 steel price forecast, which for Commercial Metals Company includes incremental and bar upside, while our new rating also reflects both US/EU rebar price support, EU risk-reward shifting positive, and underappreciated value from sticky protectionism and pre-cast M & A commercial synergies." Wells Fargo upgrades Unity to overweight from equal weight Wells says it sees better "industry growth" for the mobile ad software tech company. "As a result, we upgrade U to Overweight, increasing our PT from $42 to $51." William Blair upgrades Rubrik to outperform from market perform The firm upgraded the software company following earnings. "Our rationale is based on: 1)ongoing share gains in the backup/cyber-resilience market, where demand remains robust, driven by new workloads, cloud adoption, and steady data growth; 2) a strengthening platform narrative as customers increasingly adopt Rubrik's integrated suite of capabilities across data protection, cloud workloads, and identity resilience." Evercore ISI reiterates Netflix as outperform Evercore says "fundamentals are strengthening." "We acknowledge that NFLX shares have been largely reactive to recent developments re: potential strategic outcomes. But we believe Netflix's long-term fundamental outlook is increasingly strengthening, thanks to its highly compelling value proposition, its excellent execution track record, and its improved global, competitive positioning." Needham initiates Centrus Energy at buy Needham says the nuclear company is best positioned for growth. "We are initiating coverage of Centrus at Buy with a $357 price target. Centrus is moving from a profitable LEU broker into a strategic anchor of U.S. enrichment security." Morgan Stanley initiates BridgeBio Oncology Therapeutics at overweight Morgan Stanley says in its initiation of BridgeBio that it sees a "catalyst-rich path" for the biotech company. "We initiate at Overweight with a $20 PT. We see an opportunity for meaningful value inflection ahead with clinical data expected across the three programs providing for a catalyst-rich 2026." Freedom Capital Markets initiates CoreWeave as buy The firm says it sees plenty of upside in shares of CoreWeave. "Although CRWV is in investors' penalty box, we believe the stock significantly overstates the risk that it will not deliver its $56B multi-year revenue backlog. We believe its payments from hyperscalers, which support its capital expenditures, are secure for several years."
