By Michael Bloom
Publication Date: 2026-01-15 13:45:00
Here are the biggest calls on Wall Street on Thursday: RBC initiates Nvidia as outperform RBC began coverage of Nvidia with a price target of $240 per share and says the stock has plenty of upside. “NVDA’s $500b+ backlog, surging inferencing demand, and accelerating enterprise AI adoption give us further conviction.” Rothschild & Co Redburn reiterates Nvidia as buy The firm raised its price target to $268 per share from $245. “We conclude that Nvidia will remain a positive outlier in terms of size, growth and profitability and that its moat is proving more durable than many expected.” Raymond James reiterates Amazon as outperform Raymond James lowered its price target to $260 per share from $275 on Amazon. “More tactically, we are constructive heading into Q4 supported by robust holiday trends, favorable ad checks and beatable AWS estimates though believe the AI Narrative is likely the primary factor influencing stock performance in the year ahead and look for meaningful progress against Trainium/Neuron, Nova/Kira, Alexa+/Rufus, Zoox/Prime Air Drones and/or Robotics to improve AI Stack positioning.” Wedbush reiterates Netflix as outperform Wedbush lowered its price target to $115 per share from $140 ahead of earnings next week. “Shares have been in decline since Netflix reported underwhelming Q3 results and Q4 guidance, after several quarters of phenomenal results, amid the overhang from the contentious pending WB acquisition.” Bernstein reiterates Boeing as outperform…