By Michael Bloom
Publication Date: 2026-02-19 13:27:00
Here are the biggest calls on Wall Street on Thursday: Oppenheimer reiterates Nvidia as outperform Oppenheimer says it’s bullish on Nvidia shares ahead of earnings next week. “We see several structural tailwinds driving sustained out-sized top-line growth in high performance gaming, datacenter/AI and autonomous driving vehicles.” Barclays upgrades CIBC to overweight from underweight Barclays says the Canadian bank has plenty of upside. “Over the past two years, CM has demonstrated progress towards its medium-term targets supported by ROE expansion, more consistent earnings performance, positive operating leverage, benign credit quality and higher capital deployment through share repurchases.” Goldman Sachs initiates Credo Technology at buy Goldman says it sees a “favorable” risk/reward for the connectivity company. “We initiate coverage of CRDO with a Buy rating and a 12-month price target of $165.” Read more. Evercore ISI adds a tactical outperform on Dell Evercore says it’s bullish ahead of earnings next week but did lower its price target to $160 per share from $180. “We expect DELL to print upside to current rev/EPS expectations of $31.4B/3.52 given strong NT demand trends across traditional hardware and AI compute. With concerns around memory inflation, expect DELL to have benefited from a demand pull-in across PCs and traditional servers as customers will have looked to get ahead of ASP [average selling price] increases.” Raymond James upgrades Chewy to outperform…
