Listed here are Monday’s greatest calls on Wall Avenue: Jefferies reiterates Apple as maintain Jefferies mentioned its checks present Apple’s iPhone quantity has probably peaked. “iPhone has been tremendous sturdy in China pushed totally by 17, and due principally to pricing.” Goldman Sachs upgrades Piper Sandler to purchase from impartial Goldman mentioned it is bullish on the capital markets and monetary companies firm. “We improve PIPR to Purchase (from Impartial), with a $386 value goal, or 17% upside (vs. 14% on common throughout our IBanks protection), and 19% complete return, inclusive of a 2% dividend yield.” Deutsche Financial institution upgrades MP to purchase from maintain Deutsche mentioned it sees a lovely shopping for alternative. “We imagine MP now represents a shopping for alternative for buyers eager to have publicity to the thematic of important minerals and Uncommon Earth on the medium to long-term. MP is the one participant within the West as a totally built-in Uncommon Earth firm, which can also be backed up by the US authorities.” Learn extra. Morgan Stanley reiterates Disney as chubby Morgan Stanley mentioned it sees a “large 12 months forward” for the leisure large. “We imagine Disney World is performing effectively regardless of new competitors, ESPN’s streaming launch seems off to a powerful begin, and the sports activities advert market is strong.” Citi upgrades Celestica to purchase from impartial Citi mentioned the electronics producer deserves a “premium.” ” CLS reported sturdy Sep-Q outcomes with rev progress Y/Y / EPS of +28%/ $1.58, effectively forward of consensus for +21%/ $1.49.” Citi reiterates Nvidia as purchase Citi opened a optimistic catalyst watch and raised its value goal to $220 per share from $210. “We open an Upside 30-day ST View on NVDA shares on ‘beat and lift’ outcomes. Keep Purchase.” Learn extra . Guggenheim upgrades Sunrun to purchase from impartial Guggenheim mentioned shares are compelling at present ranges. “We’re upgrading our funding suggestion for RUN to Purchase from Impartial, and establishing a $27 value goal. We imagine that the inventory’s latest weak spot has offered a lovely entry level, and likewise that prospects for capital returns in 2026 are strong.” Residents JMP upgrades LendingClub to market outperform from market carry out. Residents mentioned it sees a slew of optimistic catalysts forward for the inventory. “We improve our score on LendingClub to Market Outperform from Market Carry out as extra readability round materials progress drivers, steady credit score efficiency, favorable funding channels, stickier deposits, and entry into a brand new asset class lead us to grow to be constructive on the shares.” Learn extra . Residents JMP upgrades Teradata to market outperform from market carry out Residents mentioned it sees strong free-cash move., “We’re upgrading Teradata from a Market Carry out to a Market Outperform score with a $42 value goal as the corporate has repositioned itself to drive progress in free money move per share over the following a number of years and after inventory has fallen 11% 12 months thus far versus a 14% improve for the Russell 3000.” TD Cowen initiates Kodiak AI as purchase TD Cowen mentioned the autonomous car tech firm is effectively positioned. “We provoke protection of Kodiak AI with a Purchase score and $14 value goal.” Raymond James upgrades Viasat to outperform from market carry out The agency mentioned it sees “substantial upside” for the satellite tv for pc firm. “We imagine Viasa t may be very open to spinning off its greater a number of Protection & Superior Applied sciences (DAT) phase.” Piper Sandler upgrades Terreno Realty to chubby from impartial Piper mentioned it is bullish on the economic actual property funding belief firm. “Upgrading TRNO to OW from Impartial as bi-coastal infill final mile is again. Given administration is normally understated, their enthusiasm following 3Q25 outcomes stood out as they see tenants changing into extra engaged, since pulling again with Liberation Day. LA and, to a lesser extent, NJ stay two weaker markets, as each work by way of extra area taken through the pandemic.” Seaport upgrades Array Applied sciences to purchase from impartial Seaport mentioned the photo voltaic monitoring know-how firm is a turnaround inventory. ” ARRY’s advancing turnaround converges with brightening utility-scale photo voltaic outlook; Upgrading from Impartial to Purchase and setting a PT of $12.” Guggenheim upgrades Paylocity to purchase from impartial Guggenheim mentioned purchase the dip within the software program firm. “We’re upgrading the shares of PCTY to Purchase from Impartial and introducing a Worth Goal of $180, representing 27% potential upside as of 11/7 market shut.” Morgan Stanley downgrades JD.com to underweight from equal weight Morgan Stanley mentioned it sees too many adverse catalysts. “Tapering trade-in results and relentless funding in new companies are set to considerably gradual JD’s income progress and structurally erode its margins and ROE in the long run – therefore weakening its skill to enhance shareholder return. Downgrade to UW.” William Blair reiterates Tesla as market carry out William Blair mentioned the inventory is pretty valued at present ranges. ” Tesla shareholders are taking a sigh of aid after Elon Musk’s new efficiency package deal was accredited, securing him on the helm for the foreseeable future.” Morgan Stanley downgrades CarMax to equal weight from chubby The agency mentioned it is involved about slowing quantity progress for CarMax. “We caught with our OW final quarter on the thesis that expectations had been materially reset and that the corporate might execute forward of a lowered bar. That was not the case. The pre-announcement of the deterioration in quantity progress together with commentary round steeper depreciation curves impacting wholesale margins demonstrated that the trajectory of execution worsened relatively than improved.” Leerink upgrades Eli Lilly to outperform from market carry out Leerink mentioned the corporate remains to be an weight problems beneficiary. “We’re upgrading LLY shares from MP to OP as a result of we count on a number of waves of weight problems remedy adoption drivers, led by considerably expanded Medicare and Medicaid entry by January 2027 and LLY’s launches of orforglipron in 2027, retatrutide, and eloralintide to strengthen the corporate’s management place. Oppenheimer initiates DigitalOcean as outperform Oppenheimer mentioned the inventory is a “turnaround story.” “We’re initiating protection of DigitalOcean ( DOCN) with an Outperform score and a $60 PT.” Monness Crespi Hardt & Co upgrades Coinbase to purchase from impartial The agency mentioned Coinbase is firing on all cylinders. “We’re upgrading to Purchase, holding estimates unchanged for C25, barely pushing up C26, and establishing a $375 value goal we expect draw back absent a full winter probably proportional to upside right here.” Monness Crespi Hardt & Co initiates Circle as purchase Monness mentioned Circle has a large moat. “A big alternative with market match seemingly coming alongside… nevertheless, the suitable now of the economics of the enterprise are unmistakably skewed towards crypto native commerce and buying and selling.”