By Michael Bloom
Publication Date: 2026-08-14 12:40:00
Here are the biggest calls on Wall Street on Friday: KeyBanc reiterates Apple as underweight Key says its checks show that iPhone 17 carrier survey data for Apple came in “slightly positive” for June. “Our carrier survey indicates iPhone 17 sell-through seasonally slowed m/m vs. June as some customers wait for the iPhone 18, and in line with expectations, as some stores indicated customers are expressing concern regarding uncertainty on AAPL’s iPhone 18 price actions.” Bernstein upgrades Wayfair to outperform from market perform Bernstein says the stock has more room to run. “We walk away from 2Q26 earnings more constructive on US eCommerce, and we’re upgrading Wayfair to Outperform. We are increasing our PT to $125 (+$25) at 17.5x EV/NTM Adj. EBITDA.” Read more. JPMorgan upgrades Fox to overweight from neutral JPMorgan says the company is firing on all cylinders. “We are upgrading FOXA t o Overweight from Neutral and raising our Dec-27 PT to $82. Our positive view reflects factors at both core Fox and from the pending transaction with ROKU.” Jefferies initiates Aehr Test Systems at buy Jefferies says the semiconductor test company has a differentiated offering. “We initiate AEHR with a Buy/$175 PT, viewing the company as the only vendor offering both wafer- and package-level burn-in qualified into AI production.” Stifel upgrades Intuitive Machines to buy from hold Stifel upgraded the stock following earnings. “LUNR posted Q2 revenue/EBITDA miss but it’s the backlog surge…
