德意志银行将Netflix的评级从“持有”上调至“买入”德意志银行表示，目前Netflix的股票价格具有投资吸引力。该行称：“我们将Netflix的评级从‘持有’上调至‘买入’，同时将目标股价从100美元下调至95美元。这一调整是基于我们对Netflix第二季度业绩的重新评估，以及对该公司运营效率（OI）和自由现金流（FCF）的重新预测。”
Here are Tuesday's biggest calls on Wall Street: Deutsche Bank upgrades Netflix to buy from hold Deutsche said shares are compelling at current levels. "We are upgrading Netflix t o Buy, from Hold, and lowering our PT to $95, from $100, on our lower OI and FCF estimates after updating for 2Q earnings." Read more. Bank of America reiterates Apple as buy Bank of America said Muse concerns are overdone.
美国银行再次推荐买入苹果股票美国银行认为市场对苹果公司的担忧被夸大了。该行指出：“苹果面临的风险在于：即使能够保住所有手机销售量，仍可能失去用户发现（user discovery）、用户推荐（user referrals）以及交易促成（transaction initiation）等关键业务机会。尽管存在这些风险，我们仍认为苹果最终会在人工智能领域成为赢家。”
"The risk for Apple is that it can keep every handset sale and still lose discovery, referral, and transaction initiation. Despite the emerging risks, we view Apple as an eventual winner of AI at the edge." Citi reiterates Nvidia as buy Citi said it likes the company's buyback announcement on Monday. "We believe the expanded buyback reinforces NVIDIA's view that strong AI-driven free cash flow growth can support both strategic investments and substantial shareholder returns."
花旗银行继续推荐买入英伟达股票花旗银行对英伟达周一宣布的回购计划表示赞赏。该行认为：“英伟达的回购计划进一步证明了其强劲的现金流增长能力，这种增长既能支持公司的战略投资，也能为股东带来丰厚回报。”
TD Cowen initiates SpaceX as buy TD Cowen said it sees a "mammoth AI and space opportunity." "In the near term, we expect SpaceX's terrestrial AI compute leasing (with customers including Google & Anthropic) to comprise the company's fastest growing revenue stream and majority of overall SPCX rev by 1Q27, driven by ramping terrestrial GW capacity." Read more.
TD Cowen首次推荐买入SpaceX股票 TD Cowen认为SpaceX在人工智能和太空技术领域拥有巨大发展潜力。该行预计：“到2027年第一季度，SpaceX通过地面AI计算服务（主要客户包括谷歌和Anthropic）获得的收入将成为该公司增长最快的业务来源，并占据其总收入的绝大部分。”
CLSA initiates SpaceX as buy CLSA said the company has plenty of upside. "The foundation of its value proposition is Starship; launch costs are capitalised to Connectivity and AI to create self-reinforcing revenue, cash and capital flows. SpaceX AI's offering is the most unique globally, and may revive American manufacturing." Bernstein initiates AutoZone as outperform Bernstein said it's bullish on the auto parts company.
CSLA首次推荐买入SpaceX股票 CSLA认为SpaceX具有巨大的上涨潜力。该公司表示：“SpaceX的核心竞争力在于‘Starship’火箭；其发射成本被转化为网络连接（connectivity）和人工智能（AI）相关业务，从而形成自我强化的收入和现金流循环。SpaceX在人工智能领域的创新在全球范围内都是独一无二的，有望重振美国制造业。”
"We prefer AZO as we see greater upside potential for DIFM-driven [do it for me] growth." Stifel upgrades Staar Surgical to buy from hold Stifel said it sees an attractive entry point for the medtech company. "We are upgrading STAA f rom Hold to Buy." Roth initiates Nautilus Biotechnology as buy Roth said the biotech company has a differentiated offering.
Bernstein首次推荐买入AutoZone股票 Bernstein对这家汽车零部件公司持乐观态度。该行认为AutoZone在‘Do It For Me’（即‘用户只需下单，公司即可完成相关服务’）商业模式下具有更大的增长潜力。
"We initiate coverage of NAUT with a Buy rating and $3.50 price target." Wells Fargo upgrades Main Street Capital to overweight from equal weight Wells said it sees earnings upside. "We are upgrading MAIN to Overweight from Equal Weight.
Stifel将Staar Surgical的评级从“持有”上调至“买入” Stifel认为这家医疗科技公司的投资价值值得关注，认为当前是买入的好时机。
MAIN's dividend coverage remains tight, but its earnings stream is well grounded in the long run to us, and recent fundamentals have continued to impress."
“我们将STAA的评级从‘持有’上调至‘买入’。Roth首次覆盖Nautilus Biotechnology，给予‘买入’评级。Roth表示，这家生物科技公司的产品和服务具有差异化优势。‘我们以‘买入’评级和3.50美元目标价开始覆盖NAUT。’富国银行将Main Street Capital的评级从‘等权’上调至‘增持’。富国银行表示，看好其盈利上行空间。‘我们将MAIN的评级从‘等权’上调至‘增持’。对我们而言，MAIN的股息保障倍数仍然较低，但长期盈利来源扎实，近期基本面持续令人满意。’Melius将Kroger的评级从‘持有’上调至‘买入’。Melius表示，其看到‘克罗格的盈利增长与估值之间存在有吸引力的脱节’。‘克罗格正在证明，无需进行结构性利润率重置，也能为更具吸引力的价值主张提供支持；商品寻源、采购、损耗控制、生产率提升以及差异化的零售媒体业务，提供了比市场此前所理解更大的自主改善空间……’StoneX首次覆盖Gorilla Technology Group，给予‘买入’评级。StoneX表示，这家软件公司仍有较大的上涨空间。‘我们以‘买入’评级和25美元目标价开始覆盖Gorilla Technology Group（GRRR）。’摩根大通将Bloomin’ Brands的评级从‘减持’上调至‘中性’。该机构表示，在与Bloomin’ Brands管理层会面后，其态度变得更加积极。‘我们很高兴与Outback Steakhouse首席执行官Mike Spanos、首席财务官Eric Christel、Outback总裁Pat Hafner以及品牌管理部门的许多其他同事共进了一次私人午餐，享用了Outback Steakhouse的完整菜单。这是我们第一次正式体验焕然一新的Outback，它让我们想起二三十多年前该品牌的样子，当时店外经常排起长队。’摩根大通将PepsiCo的评级从‘增持’下调至‘中性’。摩根大通在下调PepsiCo评级时表示，其对一系列利好因素表示担忧。”
Melius upgrades Kroger to buy from hold Melius said it sees "an attractive disconnect between Kroger's earnings growth and its valuation." " Kroger is showing that it can fund a stronger value proposition without a structural margin reset, with sourcing, procurement, shrink, productivity, and a differentiated retail media business providing a larger self-help opportunity than appreciated..." StoneX initiates Gorilla Technology Group as buy StoneX said the software company has plenty more room to run.
然而，剔除这些非经常性的有利因素，从跟踪渠道和近期的涨价公告来看，我们认为北美市场的趋势可能持续低于管理层的预期。高盛重申贝克休斯（Baker Hughes）为“买入”评级，称其股价具有吸引力。“我们恢复对贝克休斯（BKR）的‘买入’评级，12个月目标价为71美元，较当前水平有23%的上涨空间。”奥本海默（Oppenheimer）给予燃料电池能源公司（FuelCell Energy）“跑赢大盘”评级，称该公司拥有独特的产品。
"We are initiating coverage on Gorilla Technology Group (GRRR) with a Buy rating and $25 PT." JPMorgan upgrades Bloomin' Brands to neutral from underweight The firm said it's more constructive after a meeting with Bloomin' Brands management. "We were pleased to have a private in-Outback Steakhouse full menu lunch with CEO Mike Spanos, CFO Eric Christel, President of Outback Pat Hafner and many others in brand management. This was our first official experience with the new Outback, which reminds us a lot of the brand of 20-30+ years ago when lines were often out the door." JPMorgan downgrades PepsiCo to neutral from overweight JPMorgan said in its downgrade of PepsiCo t hat it's concerned about a series of tailwinds. "However, excluding these non-recurring tailwinds, judging from the tracked channel and recent price increase announcements, we believe trends in North America have likely continued to underperform management expectations."
“我们首次覆盖燃料电池能源公司（FCEL），给予‘跑赢大盘’评级，目标价为24美元。”Evercore ISI给予蝴蝶网络（Butterfly Network）“跑赢大盘”评级，称这家超声成像公司拥有巨大的潜在市场空间。“BFLY开创了芯片级超声技术，其根基在于手持式床旁超声（POCUS），目前正扩展为一个芯片授权平台。”摩根大通给予AbCellera“增持”评级，称这家生物技术公司未来有充足的上涨空间。
Goldman Sachs reinstates Baker Hughes as buy Goldman said shares are attractive. "We are reinstating a rating on Baker Hughes (BKR) at Buy, with a 12-month price target of $71, implying 23% upside from current levels." Oppenheimer initiates FuelCell Energy as outperform Oppenheimer said the company has a unique offering. "We initiate coverage of FuelCell Energy, Inc. (FCEL) with an Outperform rating and a $24 PT."
“我们首次覆盖AbCellera（ABCL），给予‘增持’评级，2027年12月的目标价为17美元。”道明考恩（TD Cowen）重申戴尔（Dell）为“持有”评级。在与管理层会面后，该公司将其目标价从每股500美元上调至550美元。“上周我们接待了戴尔投资者关系主管保罗·弗兰茨（Paul Frantz）参加投资者会议。”高盛给予Adaptive Biotechnologies“买入”评级，称其看到了“进一步市场渗透和总潜在市场（TAM）扩张的巨大空间”。
Evercore ISI initiates Butterfly Network as outperform Evercore said the ultrasound imaging company has a large total addressable market. " BFLY pioneered Ultrasound-on-Chip, with roots in handheld point-of-care ultrasound (POCUS) now expanding into a chip licensing platform." JPMorgan initiates AbCellera as overweight JPMorgan says the biotech company has plenty of upside ahead. "We are initiating coverage of AbCellera (ABCL) with an OW and a Dec-2027 PT of $17." TD Cowen reiterates Dell as hold The firm raised its price target to $550 per share from $500 following meetings with management.
“我们首次覆盖Adaptive Biotechnologies（ADPT），给予‘买入’评级，目标价为35美元，意味着23%的上涨空间，因为我们认为该公司已在血液肿瘤市场的下一代测序（NGS）微小残留病（MRD）检测领域确立了领导地位……”
"We hosted DELL I R Head, Paul Frantz, for investor meetings last week." Goldman Sachs initiates Adaptive Biotechnologies as buy Goldman said it sees "significant room for further market penetration and TAM expansion." "We are initiating coverage on Adaptive Biotechnologies (ADPT) with a Buy rating and $35 price target, representing 23% upside, as we believe the company has established itself as the leader in next-generation sequencing (NGS) minimal residual disease (MRD) testing, within the Heme Oncology market..."