By Michael Bloom
Publication Date: 2026-03-23 12:18:00
Here are the biggest calls on Wall Street on Monday: Bank of America reiterates Apple as buy Bank of America lowered its price target on Apple but says it’s bullish on a foldable iPhone in 2026. “Our PO moves to $320 (from $325) on 32x (unchanged) C27E EPS of $9.94.” Morgan Stanley upgrades Cemex to overweight from equal weight Morgan Stanley says the multinational building materials company has a robust balance sheet. ” CX is ahead of the curve on margin protection, entering this period from a materially stronger starting point than in 2022.” Bernstein reiterates Nvidia as outperform Bernstein says it’s sticking with Nvidia. “NVDA (Outperform, $300.00): The datacenter opportunity is enormous, and still early, with material upside still possible.” Morgan Stanley upgrades Cheniere Energy to overweight from equal weight The firm says it sees “better margins and growth prospects” for the LNG company. “Cheniere’s portfolio is largely contracted, providing stable cash flows in any commodity price environment.” Stifel upgrades Valvoline to buy from hold Stifel says the stock is too compelling to ignore at current levels. “We are upgrading VVV to Buy with a $42 target price, as the recent pullback provides a compelling entry point, with market concerns regarding base oil inflation and gasoline prices appearing to be largely discounted.” Mizuho upgrades MongoDB to outperform from neutral Mizuho says it sees “durable growth drivers.” “We upgrad e MDB to Outperform ($325 PT) from…