By Michael Bloom
Publication Date: 2026-05-28 12:06:00
Here are Thursday’s biggest calls on Wall Street: Morgan Stanley reiterates Tesla as equal weight Morgan Stanley said its survey checks show Tesla is expanding robotaxi operations. “Our Alphawise data shows increased hiring in northern metro areas for ‘AI Safety Operators’ – a sign that Tesla is gearing up to expand robotaxi operations.” Citizens initiates National Health Properties as market outperform Citizens said it’s bullish on the senior living real estate investment trust. ” NHP is executing a strategy consistent with peers by increasing its SHOP [Senior Housing Operating Properties] exposure to enhance organic growth and support valuation multiple expansion.” Bernstein reiterates Nvidia as outperform Bernstein said Nvidia remains well positioned. “The datacenter opportunity is enormous, and still early, with material upside still possible.” Wolfe reiterates Meta as outperform The firm said it’s bullish on Meta’s subscription services . “We are incrementally positive, and we’re revising our subscription revenue and OI ests to $16B and $13B by 2030.” Oppenheimer upgrades Quanta Services to outperform from perform Oppenheimer said the company is uniquely positioned. “We are transferring coverage of Quanta Services (PWR) from Kansas City Capital, upgrading to an Outperform from Perform and instituting an $800 price target, which reflects 35x and 30x our 2026-27E adjusted EBITDA, respectively.” Wells Fargo upgrades LyondellBasell to Overweight from equal weight Wells…