By Michael Bloom
Publication Date: 2026-05-07 12:34:00
Here are Thursday’s biggest calls on Wall Street: Goldman Sachs reiterates Nvidia as buy Goldman said it expects a “beat and raise” quarter ahead of earnings later this month. “We expect investors to focus on: (1) the magnitude of upside to Nvidia’s $ 1 trillion datacenter guidance at GTC; (2) potential upside from agentic AI to the server CPU business; (3) competitive dynamics; (4) gross margin outlook given rising input costs.” JPMorgan upgrades Freshpet to buy from hold JPMorgan said buy the dip in the pet food company following earnings on Wednesday. “We are upgrading the FRPT shares to Overweight from Neutral. The shares were down 9% yesterday (SPX +1%) following a 1Q26 sales beat and guidance increase.” Barclays reiterates Microsoft as overweight The bank said the Microsoft story “remains on track” following a series of investor meetings with the company. “We took away two points from our investor trip to MSFT. ( 1) Efficiency gains are a main focus for management and are having tangible benefits like better Azure growth. (2) Growing Copilot adoption will likely trigger a greater focus on a seat/ consumption pricing. Overall, the story remains on track.” Jefferies upgrades Agilon Health to buy from hold Jefferies said visibility is improving for the healthcare services company. “With supportive MA [Medicare advantage] rates locked in for ’26/’27 & payors likely still on a margin focused pricing path, the outlook for AGL has been improving.” Evercore ISI reiterates…
