By Michael Bloom
Publication Date: 2026-02-23 13:37:00
Here are the biggest calls on Wall Street on Monday: JPMorgan reiterates Nvidia as overweight JPMorgan says it sees a beat and raise when the company reports earnings later this week. “We are clearly in an environment of elevated expectations heading into NVDA’s F4Q26 (Jan-Qtr) print, considering the stock has basically moved sideways since the F3Q26 print despite a slew of positive/favorable developments” UBS upgrades BlackRock to buy from neutral UBS says it sees “stronger for longer” fee growth helping Blackrock shares. “We are upgrading BLK to Buy as our conviction in ‘stronger for longer’ base mgmt. fee growth is reinforced by BLK’s strong 4Q results, constructive CFO commentary at the UBS Fins conference, and a solid start to 1Q flows.” UBS upgrades CBRE Group to buy from neutral UBS says investors should buy the dip in the real estate company. “We are upgrading CBRE to Buy from Neutral following sharp underperformance over the last couple of weeks as the sector has gotten caught up in a negative AI narrative.” Evercore ISI reiterates Apple as outperform Evercore says it likes the company’s free cash flow generation. “With hyperscaler capex guidance continuing to stretch higher, we believe investors are placing greater scrutiny on cash generation and capital return, especially as debt financing becomes a bigger source of funds for data center infrastructure. We continue to favor assets that are less capital intensive and maintain durable free cash flow generation…
