By Michael Bloom
Publication Date: 2026-04-22 12:28:00
Here are the biggest calls on Wall Street on Wednesday: Wells Fargo upgrades Airbnb to overweight from equal weight Wells said in its upgrade of Airbnb that it sees robust innovation. “Accelerating pace of innovation makes upside options a reality. More aggressive hotel supply push and sponsored listings beginning in ’27 drive revs +6%/+11% and EPS +7%/+12% vs. Street in ’27/’28, respectively.” Read more. BMO initiates Toast, Visa and Mastercard at outperform BMO said Toast , Visa and Mastercard are “core holdings.” “That said, we see this divergence increasingly disconnected from fundamentals and believe the group is (1) more insulated from AI disruption than narratives suggest, with AI more likely to enhance operating efficiency (and, over time, top-line growth) than displace core economics; (2) characterized by a number of idiosyncratic-upside stories” Wolfe reiterates Netflix as outperform Wolfe said user engagement fears are overdone. “Investors often fret about Netflix’s attention share losses to YouTube, Meta, and TikTok, but the data show that Netflix’s core engagement trends are positive. Further, Netflix sells a highly differentiated product whose value is indirectly tied to raw engagement. That said, more is better.” Compass Point initiates SharonAI at buy Compass said it sees several positive catalysts ahead for the cloud computing AI company. “Our investment thesis rests on three points: (1) first major contract moves SharonAI beyond setup and into…
