Here are the largest calls on Wall Street on Monday: Evercore ISI reiterates Netflix as outperform Evercore ISI says the corporate is firing on all cylinders, mirrored in U.S. and Mexico survey outcomes displaying “resilience on core satisfaction and global content leadership.” “We continue to see Netflix as the strongest financial and competitive franchise in streaming, with Live Events and Advertising revenue serving as long-term, material new growth vectors.” Wedbush reiterates Apple as outperform Wedbush raises its worth goal on Apple , citing robust iPhone 17 demand. “We are raising our price target to $310 from $270 based on the early strong demand signs coming out of the iPhone 17 cycle. With iPhone 17 officially going on sale over the weekend we are positively surprised on the demand trajectory with units that now appear to be tracking 10%-15% ahead of iPhone 16 thus far.” Read more. Piper Sandler upgrades Steven Madden to obese from impartial Piper Sandler says it sees a “recovery ahead of peers” for the shoe firm. “We upgrade SHOO to Overweight with a $40 PT.” Morgan Stanley upgrades ASML to obese from equal weight The funding financial institution sees “early signs of improvement” for the semiconductor tools firm. “Since peaking last year (Jul’24), earnings forecasts have been revised significantly downwards for ASML , as is typical in a downcycle, with a marked effect on the share price (down 45% peak to trough).” Baird provides a recent decide on Nike Baird says Nike is a turnaround story. “While an outright positive inflection in marketplace sales will be the last piece to the story, with shares pulling in since late August, forward EPS likely having bottomed, and calendar-2026 macro conditions potentially improving, we like the risk/reward.” Jefferies initiates Iron Mountain as purchase Jefferies says it’s bullish on shares of the know-how infrastructure storage firm. “Iron Mountain has undergone a strategic transformation, accelerating growth across data centers, digital solutions, and asset lifecycle management.” Bernstein reiterates Nvidia as purchase Bernstein says it’s sticking with shares of Nvidia. “The datacenter opportunity is enormous, and still early, with material upside still possible.” Barclays reiterates Meta Platforms as obese Barclays says it’s bullish on Meta’s advert enterprise alternative. “We see up to $6B and $19B of incremental ad revenue from WhatsApp and Threads in ’26 and ’27, respectively.” Bank of America reiterates Amazon as purchase Bank of America says it continues to be bullish on Amazon’s transfer into the grocery enterprise. “Amazon’s entry into grocery has been slow with setbacks over the years, but has made progress YTD with a reorganization [of] Whole Foods in June, the nationwide launch of perishable delivery in August and now ramping up local grocery partners.” Jefferies initiates Grid Dynamics at purchase Jefferies says the digital IT providers firm is effectively positioned. “We initiate on GDYN, a digital engineering focused IT Services firm, with a Buy rating and an $11 price target.” Citi initiates Ryder System at purchase Citi says shares of the logistical transportation firm have more room to run. ” R is a business model transformation story that still has runway for further traction with investors.” Wells Fargo raises Brinker International to obese from equal weight Wells Fargo says in its improve of Brinker that buyers can buy the dip within the proprietor of Chili’s and different restaurant manufacturers. “Shares are -13% post-FQ4 as hard compares loom & NT data expectedly slowed. But: 1) EAT’s FY26 comp/EPS guide looks beatable and Mgmt exuded confidence in ’26 momentum levers (Ribs, mktg, queso relaunch, ops/tech, etc.).” Barclays upgrades Helmerich & Payne to obese from equal weight Barclays says the onshore vitality firm is compelling. “Upgrading HP to OW, raising PT to $25 (from $17 currently) representing ~22% upside potential from current levels.” BMO upgrades Xcel Energy to outperform from market carry out BMO says shares of the vitality firm have lots more room to run. “We are upgrading shares of XEL to Outperform from Market Perform.” Wells Fargo initiates Guardant Health at obese Wells Fargo says it likes the well being firm’s “oncology-focused strategy.” “We initiate on GH at Overweight, $72 PT.” Piper Sandler reiterates Tesla as obese Piper Sandler raises its worth goal on the inventory to $500 per share from $400. “We are boosting our price target to $500, following a trip to China. After meeting with Chinese EV makers, we can see why Elon Musk respects these ‘fast followers’ so much. Indeed, vertically-integrated Chinese OEMs may be Tesla’s #1 competitive threat. But when it comes to ‘real world’ A.I., these companies look to Tesla for guidance – not the other way around.” Morgan Stanley upgrades Applied Materials to obese from equal weight The financial institution says shares of Applied Materials are compelling. ” AMAT currently trades at a 25% discount to [Lam Research] vs 10% average since 2023, and our new PT implies a 15% discount.” Morgan Stanley reiterates Micron Technology as equal weight Morgan Stanley raises its worth goal to $160 per share from $135. “Micron – as highlighted in our FAQ last week, and by our global team in an insight published on Sunday, conditions in most flavors of DRAM have improved.” UBS upgrades FactSet to purchase from impartial The financial institution says buyers can buy the dip in shares of the capital market system firm. “We are upgrading FDS to Buy from Neutral following the recent sell-off. We believe FDS (and the info services sector as a whole) has gotten caught up in a negative AI disruption theme, which has weighed on multiples.” Raymond James cuts Lennar to underperform from market carry out The agency says the homebuilder’s turnaround is taking longer than anticipated. “We are downgrading our rating on LEN to Underperform (from Market Perform) following our review of Friday’s 3Q25 results and reduced forward guidance, which in our view, acknowledges that Lennar’s volume-based operating strategy is overdue for a re-calibration.” Bank of America reiterates Caterpillar as purchase Bank of America raises its worth goal on the inventory to $517 per share from $495. ” CAT is a global powerhouse in mining, construction, oil and gas, rail, and power systems equipment.” Citigroup reiterates General Motors as purchase Citi raises its worth goal to $75 per share from $61. ” GM has the most leverage to positive trade agreements of any stock in our coverage universe.” Bank of America initiates Aura Minerals at purchase Bank of America says it’s bullish on shares of the gold miner. “We initiate coverage of gold miner Aura Minerals (AUGO) with a Buy rating and $40 per share price objective (PO), implying upside of ~25%.” BMO upgrades Sarepta to outperform from market carry out BMO says the corporate’s muscular dystrophy medication are promising. “We believe Sarepta is uniquely positioned to leverage its [Duchenne muscular dystrophy] expertise and market leadership to drive long-term uptake of Elevidys and its [Phosphorodiamidate Morpholino Oligomer] franchise.” Truist reiterates Alphabet as purchase The financial institution raises its worth goal to $285 per share from $225. “We remain constructive on GOOGL as we believe the company continues to dominate the Search market at 90%+ even as new Gen-AI platforms are growing users & usage.”