By Michael Bloom
Publication Date: 2025-11-13 13:24:00
Here are the biggest calls on Wall Street on Thursday: KeyBanc upgrades Carpenter Technology and ATI to overweight from sector weight KeyBanc says specialty metals companies have pricing power. “Amid recent margin performances and bottoming backlogs, we are upgrading ATI and CRS to Overweight (from Sector Weight).” Bernstein initiates Hesai at outperform Bernstein called the autonomous vehicle and humanoid light sensor company a “global leader.” ” Hesai is riding the wave of the intelligent vehicle boom.” Morgan Stanley names Micron a top pick The investment bank raises its price target on Micron Technology to $325 per share from $220. “We are entering uncharted territory, as we have a 2018 style shortage forming but from a much higher EPS starting point; we expect serial upwards revisions to continue, as soon as next week.” Read more. Oppenheimer reiterates Nvidia as outperform Oppenheimer raises its price target on the stock ahead of earnings next week. ” NVDA remains best positioned to win in AI. Reiterate Outperform. Target to $265 (from $225).” Benchmark initiates Vital Farms as buy Benchmark says it’s bullish on the egg company. “For long-term oriented investors, we believe Vital has a sustainable runway of double-digit growth that we believe is wholly overlooked at the current valuation. Goldman Sachs upgrades AutoZone to buy from neutral Goldman says investors should buy the dip in the auto parts retailer. “For AZO, we see a more attractive risk/reward following…
