By Michael Bloom
Publication Date: 2026-10-02 12:29:00
Here are the biggest calls on Wall Street on Friday: Wells Fargo initiates Blackrock as overweight Wells says it sees a compelling entry point. “BLK is the clear industry leader and a bellwether financial with recently accelerated operational momentum.” KeyBanc upgrades Airbnb to overweight from sector weight Key says it sees several positive catalysts ahead for Airbnb. “Our thesis rests on three key pillars: 1) core growth appears increasingly durable and product-led; 2) hotels are emerging as a credible second growth engine; and 3) Airbnb is positioned to be an AI beneficiary.” Read more. Morgan Stanley names Nvidia a top pick The firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this week, NVDA’s CEO highlighted that recent developments in land/power/shell, financing, component constraints, and agentic all play to their strengths; we agree and are reinstating the stock as our Top Pick in semis.” Morgan Stanley initiates Vylor as overweight Morgan Stanley says the seed and genetics company is a “highly differentiated compounder.” “We initiate coverage of Vylor with an Overweight rating and an $85 price target, which assumes ~18x 2027 EBITDA…” Roth initiates Suja Life as buy Roth says it sees double digit growth for the healthy beverage company. “We initiate coverage of Suja Life with a Buy rating and 12-month PT of $20.” RBC upgrades Arxis to outperform from sector perform RBC says the A & D component company has M & A…
