By Michael Bloom
Publication Date: 2026-02-11 13:13:00
Here are the biggest calls on Wall Street on Wednesday: Goldman Sachs upgrades Kingsoft Cloud to buy from neutral Goldman says it likes the cloud computing company’s AI investments. “We upgrade Kingsoft Cloud ( KC) to Buy from Neutral as we see the company as a key beneficiary of Xiaomi’s continued stepped-up AI investments to support its ambition of becoming a leading LLM force and integrating AI with the physical world via its ‘Human x Car x Home’ ecosystem. ” Stifel initiates BridgeBio Oncology as buy Stifel says shares of the biotech company have plenty more room to run. “We initiate coverage of BridgeBio Oncology Therapeutics (BBOT) with a Buy rating and $23 Target Price.” Goldman Sachs initiates Energy Fuels as buy Goldman says the uranium company is executing well. “UUUU owns and operates the highest-grade uranium deposit in the US as well as the White Mesa Mill, which is a key competitive advantage for the company as it is the only processing facility in the US that is able to process both uranium and rare earth elements.” JPMorgan upgrades James Hardie Industries to overweight from neutral The firm upgraded the building materials company following earnings. “We assign an Overweight rating to James Hardie, as it trades at a discount to our blended price target. The outlook for US residential new construction (its primary end-market exposure) is in the early stages of recovery, in our view.” Goldman Sachs initiates Samsara as buy Goldman called the stock a…
