By Michael Bloom
Publication Date: 2026-03-16 12:21:00
BT Here are the biggest calls on Wall Street on Monday: Morgan Stanley reiterates Nvidia as overweight Morgan Stanley says it’s optimistic heading into the company’s GTC Conference this week. “We believe that NVIDIA is due to catch up to other stocks in the supply chain, and see this as a very good entry point.” KBW upgrades Rocket Companies to outperform from market perform KBW says it sees a “higher earnings floor.” “We view that under our KBW base case outlook for mortgage industry fundamentals (volumes and margins) and RKT earnings, current shares screen favorably, and we estimate a +50% total return over the next 12 months.” Guggenheim initiates JFrog as buy Guggenheim says the software company is firing on all cylinders. “As the de facto system of record for governing software artifacts, JFrog plays a strategic role not only in software development but also in enterprise risk management. 2025 was a standout year marked by accelerating Cloud growth and total revenue growth, driven by overconsumption and an inflection in security adoption, while FCF margin expanded to 27%.” BTIG upgrades Upstart Holdings to buy from neutral BTIG says it’s bullish on the company’s recent bank charter application. “We upgrad e UPST shares to Buy with a $43 target price. Our target is 6x 2027 EPS if our bank expense savings math is right, and 9x if our bank math is wrong.” Read more. Jefferies upgrades Simply Good Foods to buy from hold Jefferies says it likes the company’s exposure to…
