By Michael Bloom
Publication Date: 2025-11-17 13:29:00
Here are Monday’s biggest calls on Wall Street: Jefferies reiterates Microsoft as buy Jefferies said the stock remains well positioned for AI. ” Microsoft is a large, diversified business with high visibility and a clear line of sight into double-digit revenue growth for the foreseeable future.” Bank of America reiterates Nvidia as buy The firm is sticking with the stock ahead of earnings later this week. “Our positive view on Nvidia is based on its underappreciated transformation from a traditional PC graphics chip vendor, into a supplier into high-end gaming, enterprise graphics, cloud, accelerated computing and automotive markets.” Rothschild & Co Redburn reiterates Nvidia as buy The firm raised its price target on Nvidia ahead of earnings later this week. “We raise our price target to $245 from $211 previously.” Barclays upgrades Gap to overweight from equal weight Barclays said it sees a “brand recovery.” “We upgrade GAP shares following a disciplined leadership strategy under CEO Richard Dickson, focused on long-term sales and margin recovery across all brands through product innovation, customer targeting, and marketing excellence.” Morgan Stanley downgrades Dell to underweight from overweight Morgan Stanley said it sees margin pressure. “We are downgradin g DELL to UW (from OW) with a new $110 PT given margin risk offsetting AI growth over the N12M. [next twelve months]” Read more. Morgan Stanley downgrades HP to underweight from equal weight Morgan Stanley…
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