By Michael Bloom
Publication Date: 2025-12-22 13:08:00
Here are the biggest calls on Wall Street on Monday: Wells Fargo reiterates Oracle as overweight Wells says Wall Street sentiment on Oracle is too negative right now. “We see all of the bad, but hardly any of the good being priced in.” Read more. Stifel reiterates Nvidia as buy Stifel says it’s sticking with shares of Nvidia. ” Nvidia is the pioneer of AI infrastructure, including across the scale-up networking frontier.” Deutsche Bank reiterates Woodward as buy Deutsche raised its price target to $400 per share from $300 on the aerospace company and says it’s an “aftermarket gold mine.” “Ultimately, we believe that this analysis supports our view that Woodward remains one of the best long-term organic compounding stories in Aerospace.” Raymond James upgrades Cummins to outperform from market perform The investment bank sees a recovery in the trucking markets. “While acknowledging CMI’ s strong YTD outperformance, we still see a compelling risk/reward trade-off with ~20% upside in our bull case, which considers a faster recovery in truck markets.” Wells Fargo initiates Arcellx at overweight Wells says the biotech company has “market leadership.” “We are initiating on ACLX at OW w/ an $100 DCF-based PT.” Morgan Stanley reiterates Starbucks as overweight Morgan Stanley says it’s seeing signs the turnaround is working for Starbucks. “SBUX will report F1Q Jan 28 and hold an investor day in New York Jan 29, a rather early but important update on the company’s turnaround so…