Here are the biggest calls on Wall Street on Monday. UBS upgrades Adecoagro to buy from neutral UBS says the fertilizer and ag company is a beneficiary of the Middle East war. "We upgrade Adecoagro to Buy from Neutral and raise our PT to US$16.2/sh from US $8.0/sh..." HSBC upgrades Carnival to buy from hold HSBC says Carnival shares are trading at a discount. "While we think the current share price largely reflects fuel-related risk, we also think the market is underestimating the resilience of experience-led demand, the strong value proposition, and its fleet of mobile assets able to shift deployment according to demand." Read more. Oppenheimer reiterates Nvidia & Broadcom as outperform Oppenheimer says it's sticking with both stocks. "We remain bullish on the long-term outlook for semis, led by our AI-leveraged favorites: NVDA, AVGO, MRVL, and MPWR." Needham reiterates Netflix as buy Needham says the bull case for Netflix is coming on. "NFLX hit a high of ~$134/share on June 30, 2025, about 9 months ago. Last month (Feb 2026), NFLX hit a low of ~$75/share, when it was 'winning' the takeover battle for WBD. Today, NFLX shares have only rebounded to ~$93/share." Citizens initiates Live Nation as market outperform Citizens says shares of the company have plenty more room to run. " Live Nation monetizes demand for live experiences through multiple revenue streams generated from a single fan interaction." Citi initiates Voyager Technologies as buy Citi says it sees a "catalyst rich" 2026 for the stock. "We are initiating Buy/High Risk on shares of Voyager (VOYG) with a price target of $36, or 58% upside potential." Wolfe upgrades CrowdStrike to outperform from peer perform Wolfe says it sees a compelling entry point. "Anthropic's upcoming model release has the potential to ignite a machine speed cyberwar the likes of which we have never seen. We believe this could drive more vendor consolidation and tailwinds for CRWD, leading to ARR [annual recurring revenue] acceleration in FY27." Read more . Wells Fargo initiates Nuvalent as overweight Wells says the biotech company is best positioned. "We initiate on NUVL at OW, $116 PT." Deutsche Bank upgrades Colgate-Palmolive and Celsius Holdings to buy from hold Deutsche says buy the dip in both stocks. "For CL, we see a quality and durable core franchise making the right long-term investments behind the company's 2030 Strategy, with ample P & L flexibility to weather current volatility. For CELH , we see a still-expanding, profitable, and cash-generative franchise within the high-growth Energy Drink category, oversold on recent Costco private label concerns." Needham initiates TSS as buy Needham says the data analytics software company is an "AI gold rush" beneficiary. "We initiate coverage of TSS, Inc . with a Buy-rating and $16.00 Price Target." Morgan Stanley reiterates Meta as overweight Morgan Stanley lowered its price target to $775 per share from $825 but says the stock remains a top idea. "Sentiment Has Troughed…It's Time to Buy META: META sentiment has troughed due to GenAI ROIC and long-term positioning fears, and more recently macro ad market and regulatory question marks." JPMorgan initiates Seagate as overweight JPMorgan says it sees "pricing tailwinds." "We are initiating coverage on shares of Seagate with an Overweight rating, despite the 350% rise in the share price from early 2025 (vs. 11% for S & P 500) on the opportunity for significant upside to consensus estimates, with the HDD [hard disk drive] industry positioned to benefit from both strong demand stemming from hyperscaler capex plans as well as pricing tailwinds." Baird upgrades Badger Meter to outperform from neutral Baird says it see a slew of positive catalysts ahead for the water tech company. "BMI hosts its first Investor Day in May (potential catalyst), and insider buys/increased share repurchase authorization signals confidence." Jefferies initiates Vor Biopharma as buy Jefferies says the biotech company has "autoimmune blockbusters." " Vor 2 .0 represents a complete strategic transformation from oncology cell therapy to late-stage immunology..." Jefferies upgrades Expedia and Instacart to buy from hold Jefferies said in its upgrade of both stocks that it's going with "fundamentals over fear." "However, recent developments suggest Internet is evolving into an AI beneficiary, turning the recent sell-off into a buying opportunity. Our positive outlook leads us to upgrade EXPE and CART, which appear poised for cons upside, trade at notable growth-adjusted discounts, and are less exposed to geopolitical risks." Jefferies initiates Guardian Pharmacy Services as buy Jefferies says shares of the pharmacy services company are best positioned. "We initiate on GRDN at Buy w/ a $44 PT." Morgan Stanley upgrades Insmed to overweight from equal weight Morgan Stanley said in its upgrade of Insmed that the biotech company is firing on all cylinders. "While near-term revenue dynamics remain a consideration, we are increasingly confident in the longer-term launch trajectory, supporting a higher valuation and our upgrade to Overweight." BMO initiates CBIZ as outperform BMO says it's bullish on the tax company. "We initiate coverage of CBIZ (CBZ) with an Outperform rating and $33 target price." Bank of America initiates ProPetro Holding as buy Bank of America says the hydraulic and fracturing company has "secular power upside." "We're initiating coverage on PUMP with a Buy rating and $18 PO." Melius reiterates Apple as buy The firm says the stock is "regaining ground." "Given Apple's free cash flow and we are about to embark on one of its most lucrative product rollouts since the big screen iPhones in 2014 - there is a case for Apple's stock regaining some ground."
