By Michael Bloom
Publication Date: 2026-03-02 13:39:00
Here are Monday’s biggest calls on Wall Street: Morgan Stanley names Nvidia a top pick Morgan Stanley said it sees an attractive entry point. “For the last two quarters NVIDIA has not moved while business has continued to strengthen – a function of concerns about the durability of current growth. Those concerns should turn to 2027 enthusiasm in the coming months. We see the stock at 18x CY27 EPS as a surprisingly good entry point.” Barclays downgrades Blue Owl to equal weight from overweight The firm said estimates are too high. “On the back of this, we downgrade OWL to Equal Weight, as we see Street numbers as too high and the stock closer to fairly priced on an earnings growth basis.” Piper Sandler upgrades CrowdStrike to overweight from neutral Piper said buy the dip in shares of CrowdStrike. “We are upgrading shares to OW and maintaining our $520 PT. Shares have slid -21% YTD given AI-driven bear cases that have subsumed the narrative in security, a move we see as well overdone for a best-in-class security platform with a durable track record of innovation and execution.” Read more. Stifel upgrades Restaurant Brands International to buy from hold Stifel said it sees robust growth for the owner of brands like Burger King “We are upgrading QSR to Buy with a $90 target price. Following the company’s investor day presentations, we have gained stronger conviction in management’s ability to simplify the business model and achieve its long-term algorithm of 8% AOI [adjusted…
