By Michael Bloom
Publication Date: 2025-12-02 13:41:00
Here are Tuesday’s biggest calls on Wall Street: Morgan Stanley initiates Danaher as overweight Morgan Stanley named the life sciences company a top pick in 2026 and said it sees durable growth. “Despite recent pressure, we believe DHR’s end market exposure should allow for long-term durable revenue growth.” Rosenblatt initiates OneStream as buy Rosenblatt said the software company has growing margins. ” OneStream is a provider of software to the Office of the CFO, with leading products across financial close, consolidation, reporting, and planning, enabling it to win share from a large existing legacy base.” Rosenblatt initiates BlackLine as buy Rosenblatt said it sees more upside in shares of the software company. “We believe BlackLine has done the work on multiple fronts to drive durable success and thus deliver accelerating growth and expanding margins.” Jefferies initiates Kinetik Holdings as buy Jefferies said the Permian midstream company is an M & A candidate. “KNTK is one of the more compelling M & A targets in Midstream.” BTIG initiates D.R. Horton as buy After a change in analyst coverage the firm says the homebuilder is a top idea. “We are assuming coverage of D.R. Horton with a Buy rating and $186 PT. We believe DHI’s spec production model, deep local market share, broad geographic footprint, and land-light balance sheet can drive earnings and ROE outperformance through the cycle.” Citi reiterates Nvidia and Synopsis as buy Citi said it’s bullish on Synopsis…
