Here are the biggest calls on Wall Street on Friday: Morgan Stanley upgrades Wynn Resorts to overweight from equal weight Morgan Stanley says it sees an attractive risk/reward for Wynn shares. “The combination of near low valuation, an underappreciated growth opportunity in UAE, and optionality around Macau provide a favorable risk-reward & re-rating potential based on a combination of catalysts:” Deutsche Bank reinstates Dell as buy Deutsche resumed coverage of the stock and says it sees robust growth ahead. “We expect top-line growth to accelerate into the double-digits over the next several quarters, as DELL benefits from a confluence of tailwinds across key segments, where it is a share leader.” KeyBanc downgrades Bumble to sector weight from overweight Key downgraded the stock mainly on valuation and app weakness. “We are downgrading shares of BMBL to Sector Weight as we believe: 1) shares are now up +12% since the day after earnings (vs. +9% for the NASDAQ); 2) app data points to continued weakness in top of funnel trends; 3) we believe the app refresh undermines Bumble’s core differentiator.” Piper Sandler upgrades Accenture to overweight from equal weight Piper upgraded the IT company following its earnings report. “Overall, we believe owning ACN is attractive, given improving top-line metrics, a conservative guide and that it is a key beneficiary of GenAI related work.” Goldman Sachs reiterates Costco as buy Goldman says it’s sticking with the stock following earnings on Thursday. “We continue to have confidence in COST’s value proposition resonating with consumers, and we reiterate our Buy rating with an updated 12-month price target of $995.” Bank of America reiterates Apple as buy Bank of America says it’s bullish on the company’s AI approach. “We see Apple Intelligence opening up new ways to monetize an attractive installed base of users.” UBS upgrades Vista Energy to buy from neutral UBS says the energy supplier is well positioned. “We are upgrading Vista to Buy, from Neutral, increasing our PT to US$60/sh (from US $55/sh), as we also roll over our valuation by one year, now based on a 3.5x 2026E EV/EBITDA multiple.” UBS upgrades Certara to buy from neutral UBS says it sees a “unique” entry point for shares of the company that uses software for medicines and biotech. “We’re upgrading Certara (CERT) to Buy from Neutral with increased conviction that the company is uniquely positioned to drive further adoption of biosimulation in drug…
Click Here to Read the Full Original Article at Investing…
