Here are Friday’s biggest calls on Wall Street:

Goldman Sachs reiterates Tesla as neutral

The firm said it’s bullish on the company’s cybercab.

“We continue to believe that Cybercab will position Tesla well to operate with an attractive cost structure.”

Bernstein reiterates Apple as outperform

The firm said its checks continue to show Apple gaining share in China.

” Apple continues to gain share in China and globally as shipments outperform market.”

Baird upgrades Sonida Senior Living to outperform

Baird said the aging and senior housing company has plenty of upside.

“We believe SNDA is well-positioned to benefit from the highly favorable senior housing operating environment.”

Morgan Stanley upgrades Shell to overweight from equal weight

Morgan Stanley named the stock a best idea and says it sees “significant acceleration.”

“First, concerns over long-term resource longevity have weighed on the shares, but this is already partially addressed. ... .Second, Shell’s valuation has been held back by its dividend policy, but we see potential for a significant acceleration.”

Piper Sandler upgrades Simmons First National to overweight from neutral

Piper says buy the dip.

“After the close [Thursday] SFNC f iled an 8-K disclosing the planned closure of 26 Simmons Bank branches across 6 states. ... .With the shares off their recent highs, another year of impressive operating leverage on the horizon, improving loan growth and profitability, we are upgrading the shares to Overweight and increasing our PT to $27.50.”

Goldman Sachs upgrades Vodaphone to buy from sell

Goldman said its estimates are above consensus for the “first time in years.”

“We upgrade Vodafone to Buy from Sell. Its structural quality remains lower than the sector average, in our view. However, its ROIC growth is now accelerating, driven by UK mobile market repair and increased cost-cutting. This can drive a re-rating amplified by leverage; our estimates are above consensus for the first time in years.”

B. Riley initiates Infleqtion as buy

B. Riley said the quantum company is firing on all cylinders.

“We are initiating coverage of Infleqtion, Inc. (INFQ) with a Buy rating and a $23 PT, reflecting our positive fundamental and stock thesis and ~80% 12-month upside potential.”

William Blair reiterates Nvidia as outperform

The firm said it likes the company’s acquisition of Hugging Face.

“Confirming market speculation, NVIDIA announced the acquisition of AI model distribution leader, Hugging Face, for $12.9B. ... .We view this move as NVIDIA continuing to use its balance sheet to maintain the health of the AI ecosystem as it rapidly expands.”

Morgan Stanley reiterates Oracle as equal weight

Morgan Stanley raised its price target to $210 per share from $207 ahead of Oracle earnings on Sept. 10.

“We see an attractive tactical set-up into F1Q27.”

Deutsche Bank reiterates Robinhood as buy

Deutsche raised its price target to $136 per share from $115.

“We are raising our EPS estimates and our price target for Robinhood to reflect the recent acceleration in Robinhood Chain fee revenue. While still in early days, on the 2Q26 earnings call, CFO Shiv Verma noted that monetization on Robinhood Chain from developers varies by transaction size but can be thought of as a few basis points on average, with approximately half of the economics shared with Arbitrum.”

Read more.

Citi reiterates Netflix as buy

The firm said the announced price hikes in Germany and Austria might surprise some investors but that it’s sticking with Netflix.

“We believe the magnitude of the ad-tier price hike (40%) was surprising to some investors. We suspect the ad-tier price change reflects efforts to mitigate adverse mix shift, which we believe was the primary driver of weaker-than expected UCAN revenue in 2Q26.”

Canaccord initiates Belite Bio as buy

Canaccord said shares of the biotech company have plenty more room to run.

“We are initiating coverage of BLTE shares with a BUY rating and $303 target. Despite strong price performance since the IPO, we see near-, medium-, and longer-term drivers for additional upside.”

StoneX initiates PulteGroup as buy

StoneX said the homebuilder is “best of breed.”

“We view PulteGroup as a ‘best of breed’ Homebuilder as demonstrated by its long-term history of sales growth (10% CAGR over 10 years), higher-than-average Return on Equity (15%), relatively high margins, and strong balance sheet with low net debt.”

Citi initiates Dianthus Therapeutics as buy

Citi called the biotech company “best-in-class.”

“We are initiating DNTH with a Buy/High Risk rating and a $156/shr target price. Dianthus is a clinical-stage biotechnology company focused on developing best-in-class therapies for severe autoimmune diseases.”