Goldman Sachs reiterated Micron as a buy following Wednesday’s earnings, seeing the recent dip as an opportunity to add positions. Bernstein maintains Apple as a strong performer due to its AI leadership. Bank of America upgraded Petrobras to buy from neutral due to positive catalysts. Mizuho started Grab Holdings as a buyout with a significant on-demand market. KBW upgraded Bank of New York Mellon due to its profitability potential. Deutsche Bank added a Catalytic Buy on Emerson Electric ahead of its earnings report. Jefferies reiterated Nvidia, Marvell, and Broadcom as buys. KeyBanc started Crescent Energy as overweight. Citi reiterated Arista Networks as a buy with a price target increase to $385. TD Cowen reiterated Grindr as a buy with increased revenue guidance. Morgan Stanley started Viking Therapeutics as overweight due to its potential in the biotech field. Morgan Stanley added Goldman Sachs to its list of best financial companies. JPMorgan downgraded US Bancorp to neutral. UBS reiterated Disney as a purchase due to underrated growth potential in cruises. Oppenheimer started Kyndryl with superior performance as a bullish IT infrastructure stock. JPMorgan reiterated Carvana as overweight due to its widening infrastructure moat. Citi reiterated AT&T as a buy, preferring it over large-cap cable companies. Truist reiterated its buy on Nvidia, raising its price target.
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