Here are the biggest calls on Wall Street on Thursday: Loop initiates Astera Labs at buy Loop says shares of the semiconductor manufacturer are compelling. " ALAB has opportunity across essentially all Gen AI silicon flavors with solutions that address the most critical 'pain points' inside the AI Server & Cluster experience." Read more. Bernstein initiates CoreWeave at underperform Bernstein says it sees too many negative catalysts. "With a plethora of options, we do not believe hyperscalers will be incentivized to sign further large contracts with CRWV. In fact, we believe hyperscalers are more likely to attempt head-on competition, going after GPU cloud business as the natural adjacency to traditional cloud, and cannibalizing CRWV's market." Deutsche Bank upgrades Dauch Corporation to buy from hold Deutsche says investors should buy the dip in the auto parts components company formerly named American Axle & Manufacturing before an acquisition. "We upgrade Dauch from Hold to Buy supported by relatively de-risked valuation amid recent stock weakness and our comfort with the company's margin targets going forward." Evercore ISI reiterates Apple as outperform Evercore says it likes the iPhone maker's recent product announcements. "We think the product announcements show AAPL's ability to manage and protect margins despite memory inflation and the Neo product line could actually help expand their userbase into the more mid-range market. Maintain OP and $330 target." Evercore ISI reiterates Oracle as outperform Evercore says it's sticking with the stock ahead of earnings next week. "While investors will likely focus on the magnitude of OCI revenue acceleration and what it implies for FY27, we believe ORCL remains well positioned to capitalize on global AI adoption as a key hyperscale partner to leading LLM providers and enterprises." BMO upgrades Westlake to outperform from market perform BMO says the chemical company is "best-in-class." "We are upgrading WLK t o Outperform and raising our target price to $127." Read more. Barclays initiates Regeneron Pharmaceuticals at overweight Barclays says the biopharma company is best positioned. "We initiate coverage of REGN w ith an Overweight rating and a $923 price target." Mizuho upgrades Marriot Vacations to outperform from market perform Mizuho says the time share and vacation company has plenty of upside. "We are upgrading shares of Marriott Vacations ( VAC) to Outperform from Neutral, and increasing our PT to $104 from $58, with 52% upside." Goldman Sachs reiterates Broadcom as buy Goldman says Broadcom shares have more room to run following earnings on Wednesday. "We expect the stock to trade meaningfully higher following guidance that came in well above the Street, as well as management commentary that we believe should address several key investor debates on the stock." HSBC initiates AGI at buy HSBC says the Brazilian fintech company is a "profitable, less risky business with mid-term growth potential." "AGI has a valuable niche focus that is less vulnerable to cycles; share gains and new products to aid mid-term growth…" Bank of America reinstates Affirm at buy Bank of America says Affirm has a "long runway to compound." "Despite recent share pressure, Affirm's consistent unit economics, disciplined credit management, and stable demand trends reinforce confidence in the long-term model. We remain constructive given raised FY26 targets, no signs of credit or demand weakness, and best-in-class perception among peers." Bank of America upgrades SSR Mining to buy from underperform Bank of America double upgraded the mining company and says it likes the company's reduction in emerging markets exposure so it can focus on North America." "SSR Mining (SSRM) announced the sale of its 80% ownership (and operating) stake in the troubled and non-operating Çöpler gold mine in Türkiye to a local company, for $1.5 billion (bn) in cash." Rothschild & Co Redburn downgrades American Airlines to neutral from buy The firm says American is most at risk for rising jet fuel prices. "Putting all this together, we see downside risk to estimates as higher jet fuel prices are incorporated into our forecasts. With the greatest sensitivity to fuel prices, we see most risk for American and now forecast negative EPS this year." Read more. Goldman Sachs upgrades AIG to buy from neutral; cuts Allstate to neutral from buy Goldman says it sees earnings growth for AIG. The firm also downgraded Allstate and says it see "cyclical pressures." "We upgrade AIG to Buy and downgrade ALL t o Neutral. Our AIG upgrade stems from peer-high earnings growth and an improving ROE over the coming years, which we think should stand out amongst peers who generally face decelerating ROEs and slower earnings' growth due to cyclical pressures. AIG's improving ROE stems from increasing premium leverage due to recent accretive deals, in addition to further expense savings and capital deployment." Bank of America reinstates Visa at buy The firm added Visa to its top picks US1 list and says it sees "strong fundamentals." "We are reinstating coverage of Visa with a Buy rating and $410 price objective."
