Here are Thursday’s biggest analyst calls: Nvidia, Netflix, Coinbase, CVS, Broadcom, Dell, Robin Hood, Walmart & more​on February 13, 2025 at 1:28 pm

Here are the biggest calls on Wall Street on Thursday.Here are the biggest calls on Wall Street on Thursday.   Here are the biggest calls on Wall Street on Thursday: Morgan Stanley reiterates Nvidia & Broadcom as overweight Morgan Stanley says it’s sticking with both semis companies. “In the last six months, the momentum in the AI trade has clearly moved to custom silicon, as NVIDIA has tread water and AMD has sharply underperformed. NVIDIA’ s $3 trillion of market cap is supported by over $32 bn of quarterly AI revenue, while AVGOs’ $1.1 trillion comes from $3.2 bn of quarterly revenue.” Leerink upgrades CVS to overweight from neutral The firm says the turnaround is underway. “We are upgrading CVS to OW from N and increasing our 12-month price target to $71 from $62 on increased confidence in a successful turnaround now that we have proof-of-concept cost trends returned to predictable patterns, and 2025 bids should be sufficient to drive margin expansion.” Morgan Stanley reiterates Robinhood as a top pick Morgan Stanley says the stock has more room to run following earnings on Wednesday. “We have increased conviction in HOOD’s growth path ahead on the back of 4Q’s significant earnings beat and conference call that provided greater clarity around the 2025 product roadmap and strategic initiatives.” Baird initiates GE Vernova as outperform Baird says the power and energy company is well positioned. “We are launching coverage of GEV with an Outperform rating and $448 price target.” Morgan Stanley reiterates Walmart as overweight The firm raised its price target on the stock to $115 per share from $106 ahead of earnings next week. “Stock should remain well supported as WMT narrows eCommerce losses, capitalizes on the Membership and Advertising opportunities.” Morgan Stanley upgrades Cytokinetics to overweight from equal weight Morgan Stanley said in its upgrade of Cytokinetics that the biotech company has an attractive risk/reward. “We believe investor concerns are better understood, and the risk/reward is skewed to the upside.” UBS upgrades AstraZeneca to buy from neutral UBS says the biopharma company has “pipeline potential.” “A key positive at AZN is the continued growth potential of large, in-market assets.” Evercore ISI downgrades Trade Desk to in line from outperform Evercore downgraded the digital marketing ad company following earnings on Wednesday. “We are downgrading TTD from Outperform to In Line, materially reducing estimates (’25 EBITDA cut 11%) and reducing our PT to $90 (from $135) in the wake of Miss & Lower Q4 EPS Results.” KeyBanc upgrades HubSpot to overweight from sector weight The firm said in its upgrade of the software company that it was “unfashionably late” in its upgrade of HubSpot. “After launching with an Underweight rating a year ago over near-term execution concerns related to changes the Company made to its pricing and packaging, we are now upgrading to Overweight and introducing a $920 price target as those potential headwinds are firmly behind us and the tailwinds from those changes lie ahead.” Barclays upgrades DuPont to equal weight from underweight Barclays says it sees a slew of positive catalysts. “Since we downgraded DuPont in October, we think there have been a number of positive developments…” JPMorgan reiterates Netflix as overweight JPMorgan says it’s sticking with the streaming giant. “We remain positive on NFLX shares & our bull thesis is supported by: 1) healthy double-digit revenue growth in both ’25 & ’26; 2) continued operating margin expansion while increasing investments in content, ads, & gaming;” Morgan Stanley reiterates Dell as overweight Morgan Stanley lowered its price target to $128 per share from $154, but says it’s standing by the stock. “Overall, think DELL sets up well for 2H, though near term should remain choppy. Remain OW with a new $128 PT.” Goldman Sachs reiterates Live Nation as buy Goldman says the entertainment ticketing company is well positioned ahead of earnings next week. “We reiterate our Buy rating and increase our price target on shares of Live Nation (from $148 to $166) heading into 4Q24 results (February 20th)…” JPMorgan reiterates Eli Lilly as overweight JPMorgan says the company’s pipeline looks robust with a slew of positive catalysts ahead. The firm says it’s also a top pick. “As we think about stocks to own from here, LLY remains our top pick and we continue to see room for further upside with Mounjaro and Zepbound positioned for continued healthy growth as manufacturing/access continue to ramp….” Wells Fargo upgrades Jazz Pharmaceuticals to overweight from equal weight Wells said in its upgrade of Jazz that it sees a “symphony for growth.” “Overall we see multiple expansion opportunity for this value stock.” Wells Fargo reiterates Reddit as overweight Wells says it’s sticking with the stock following earnings on Wednesday. “We believe Reddit’s ad platform is still in its nascency and the company’s monetization of its highly engaged audience remains limited.” Bank of America downgrades Kraft Heinz to underperform from buy Bank of America says the food products company has a “revenue problem.” “Unlike food peers who have reset EPS expectations with their initial FY25 outlooks this earnings season (HSY, MDLZ), KHC continues to have a revenue problem.” Gordon Haskett downgrades Target to hold from buy The firm says traffic trends are not inspiring. “Second, as we’ve been articulating for several quarters now . . . we continue to be a bit underwhelmed by the merchandising prowess at Target, which in the past was a cornerstone of its retail moxie.” Oppenheimer reiterates Coinbase as outperform The firm says the crypto company is taking share. “There has been a narrative that COIN has lost market share to competitors in November. Our research, though, shows that the dynamics quickly changed in December 2024 and January 2025, and COIN has taken market share back from competitors.” Rosenblatt upgrades Cisco to buy from neutral Rosenblatt upgraded the stock following earnings on Wednesday. “Other positives, supporting the upgrade, were triple-digit growth Y/Y in Web Scale orders and greater than 20% growth in Telco orders. Security revenues and orders more than doubled year-over-year. Cisco said it starting to see AI orders from Enterprise customers.”