Stocks from analyst calls Friday like Nvidia

Analyst Upgrades Highlight Nvidia and Peers, Offering Fresh Opportunities for Investors

Imagine picking players for your fantasy football team—some are stars, but their prices are so high you wonder if they can really score more points. That’s what Wall Street experts are doing with stocks right now, and it matters for anyone looking to invest smartly.

Why Investors Should Care

When big banks and analysts change their minds about stocks, it can shake up the whole market. If you own shares in these companies, or are thinking about buying, these calls can mean changes in your portfolio’s value. Understanding their reasons helps you make better choices, not just follow the crowd.

Bullish Views: The Optimists

  • Vertiv Holdings: Barclays believes this data center company is a great buy now, raising its price target to $200. They say recent price swings make it a good time to get in. Data centers are booming thanks to cloud computing and AI growth. According to Grand View Research, the global data center market could reach $517 billion by 2030.
  • Nvidia: TD Cowen likes Nvidia’s new partnership with Groq, which could bring fresh technology to its already fast-growing business. Nvidia’s chips are in everything from gaming to self-driving cars, making it a favorite for many investors.
  • Cenovus Energy: Goldman Sachs says this energy company is set for strong cash growth, which can mean more money for shareholders over time.
  • Retailers (Ollie’s, Warby Parker, Nike, Under Armour, Wayfair): Different analysts see these companies turning around or staying strong in the next year or two. For example, Nike is seen as making a comeback, while Wayfair could benefit from delayed tariffs on imports.
  • Baidu: Jefferies raised its target price for Baidu, expecting its advertising business to keep growing as more companies pay to reach online customers.
  • CoreWeave: Compass Point added CoreWeave to its “top ideas” list, seeing its contracts and growth as big positives—even if the stock price jumps around a lot.
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Bearish Views: The Cautious Side

  • Apple: Raymond James thinks Apple’s stock price already reflects its strengths, so there may not be much room to go higher soon. Even though Apple is a tech giant, sometimes a high price tag can mean limited upside for new investors.
  • Volatility Risks: Several stocks mentioned, like Warby Parker and CoreWeave, have seen big ups and downs. That means more risk for investors who don’t like surprises.
  • Retail Worries: Ollie’s struggled in 2025 despite good financials, showing that even strong companies can get hit by worries about the future.

What History Tells Us

Analyst upgrades and downgrades have real power. A 2021 study from the National Bureau of Economic Research found that stocks often move sharply after big analyst calls, but the effect can fade over weeks or months. That means it’s smart to watch for these shifts, but also to think long-term, not just chase the latest headline.

Investor Takeaway

  • Do your homework: Analyst opinions matter, but always look at the big picture before buying or selling.
  • Watch for volatility: Stocks with big price swings can be exciting, but also risky. Make sure that fits your comfort level.
  • Follow trends, not fads: Sectors like data centers, AI, and digital advertising have strong growth stories, but prices can get ahead of reality.
  • Balance your portfolio: Don’t put all your eggs in one basket. A mix of strong, steady companies and a few growth bets can help smooth out the bumps.
  • Think long-term: Analyst calls can move stocks today, but lasting gains come from picking companies with real staying power.

For the full original report, see CNBC

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