By Michael Bloom
Publication Date: 2026-02-06 13:24:00
Here are the biggest calls on Wall Street on Friday: DA Davidson downgrades Amazon to neutral from buy DA says it thinks Amazon Web Services is losing share. “With the context of results from Microsoft and Google, we see AWS continuing to lose its lead and now scrambling to catch up through escalating investment.” Read more. BTIG initiates Merit Medical as buy BTIG called the medical device company “high quality.” ” Merit Medical Systems is a global medical device company with a comprehensive portfolio of products that are used across a broad range of interventional procedures.” UBS initiates JBS as buy UBS says the Brazilian meat company is poised for a re-rating. “We are initiating on JBS with a Buy rating and US$19.5/sh price target, which implies 23% upside to the stock. RBC reiterates Nvidia, Marvell Technology and Micron as outperform RBC says demand remains strong for Nvidia, Marvell and Micron. “AI semi demand remains strong and industry-wide supply constraints are giving chip suppliers 12-18 month visibility. Valuations appear to be discounting a potential slowdown to an extent although sentiment risk remains. We continue to maintain a balanced stance with positive ratings on NVDA, MU, MRVL , ALAB, ARM….” Goldman Sachs initiates Biohaven as buy Goldman says the biotech company is “best-in-class.” “We initiate coverage on BHVN with a Buy rating and a 12-month price target of $23. BHVN is a clinical-stage biotechnology company with an extensive pipeline of…
