By Michael Bloom
Publication Date: 2026-02-18 13:33:00
Here are the biggest calls on Wall Street on Wednesday: Morgan Stanley reiterates Amazon as overweight Morgan Stanley says the stock remains a top idea and AI winner. ” AMZN is Top Pick as AWS/Retail both under-appreciated GenAI winners. AWS seems set to further accelerate as capex yield framework shows how it could grow 30%+ in ’26/’27. We also discuss why AMZN is an agentic winner with leverage and why partnerships would be positive/ manageable” Williams Trading downgrades Crocs to sell from hold Williams says demand remains weak. “Downgrading CROX to Sell, raising estimates, and raising PT from $75 to $84. The underlying demand for Crocs and HEYDUDE continues to erode in the U.S., and it appears as if CROX is beginning, once again, to step on store expansion to drive its global DTC business, and offset weak wholesale demand.” Citizens upgrades Rush Street Interactive to market outperform from market perform Citizens calls the gaming company a “beat and raise story.” “Rush Street management continues to prove that it has built one of the most durable business models in the online gaming space, driven by a favorable mix (iGaming) and geographic footprint.” Wells Fargo reiterates Nvidia as overweight Wells says investors should buy the weakness ahead of earnings next week. “We recommend buying NVDA ahead of F4Q26 print (2/25). Increase estimates; expect very strong demand/ramp commentary and increased confidence in GPU spend dominance. With shares trading at ~19x CY27…
