以下是周五华尔街最重大的评级调整：杰富瑞将Rivian评级从持有上调至买入。杰富瑞在周四财报发布后上调了这家电动汽车制造商的评级。“我们将Rivian的股票评级上调至买入……Rivian第三季度数据显示，高端R2首发版本的订单转化率高于预期。第四季度R2的销量趋势约为R1销量的两倍，其中包括Autonomy（免手操作）功能的高选装率，这与近期特斯拉FSD的体验有些一致。”
Here are the biggest calls on Wall Street on Friday: Jefferies upgrades Rivian to buy from hold Jefferies upgraded the electrical vehicle maker following earnings on Thursday. "We upgrade Rivian s hares to Buy ... Rivian Q3 indicated higher than expected order conversion rate for the high end R2 launch trim. R2 volume trending ~2x R1 volume in Q4, including high take up for Autonomy (hands off), somehow consistent with recent experience with Tesla FSD."
摩根士丹利重申亚马逊为增持。该行在亚马逊周四晚间发布财报后，将目标价从每股350美元下调至335美元。“AWS的战术性预期在财报发布前可能已经过高……虽然2028年每股收益下降约5%至约15.8美元，我们仍维持增持评级，目标价335美元，意味着45%的上行空间。亚马逊仍是首选股。”阅读更多。
Morgan Stanley reiterates Amazon as overweight The bank lowered its price target to $335 per share from $350 following Amazon's earnings release late Thursday. "AWS tactical expectations may have gotten too high into the print ... While '28 EPS falls ~5% to ~$15.8, we remain OW with $335 PT having 45% upside.
雷蒙德·詹姆斯重申英伟达为强力买入。雷蒙德·詹姆斯表示，亚马逊的财报结果显示英伟达是亚马逊云服务（AWS）的受益者。“英伟达：AWS在购买Trainium和Inferentia的同时，持续采购英伟达系统。”
AMZN remains Top Pick." Read more. Raymond James reiterates Nvidia as strong buy Amazon's earnings results show Nvidia is a beneficiary of Amazon Web Services, Raymond James says. "NVIDIA: AWS keeps buying NVIDIA systems alongside Trainium and Inferentia."
美国银行将苹果从其US1名单中移除。美国银行在周一财报发布前维持对苹果的看好，但将这家iPhone制造商从其首选股名单中移除。“随着我们迎来11月2日（周一）盘后发布的F4Q26（9月季度）财报，投资者的关注点可能集中在零部件成本上涨、毛利率的可持续性以及服务收入的增长上。”
Bank of America removes Apple from the US1 list Bank of America is sticking with Apple a head of earnings on Monday, but removing the iPhone maker from its top picks list. "As we head into F4Q26 (Sep Q) earnings after market close on Mon, Nov 2nd, investor focus will likely be on component cost inflation, durability of GM and services revenue growth."
伯恩斯坦重申SpaceX为跑赢大盘。伯恩斯坦表示，SpaceX继续朝着建设自有电信网络的方向推进。“如果SpaceX最终建成自己的网络，这一悬而未决的因素可能会持续贯穿多年的网络建设期，直到最终成为真正基于自有设施的竞争。在我们的讨论中，SpaceX没有表现出任何放弃移动网络的迹象，无论最终采取何种形式。”
Bernstein reiterates SpaceX as outperform SpaceX continues to move toward building its own telecom network, Bernstein says. "If SpaceX ultimately builds its own network, the overhang could persist through years of network build before eventually becoming real facilities-based competition. In our discussions, SpaceX has shown no signs of backing away from a mobile network, in whatever form it may ultimately take."
德意志银行重申Coinbase为买入。德意志银行在财报发布后将目标价从每股210美元下调至190美元。
Deutsche Bank reiterates Coinbase as buy Deutsche Bank cut its price target to $190 per share from $210 following earnings.
“我们认为 COIN 第三季度业绩总体略高于预期……” Rosenblatt 将 Monolithic Power Systems（芯源系统）评级从“中性”上调至“买入” Rosenblatt 在财报发布后，将这家为云计算系统制造电源电路的公司评级上调。 “Monolithic Power 交出了一份强劲的业绩超预期且上调指引的季报，企业级和通信类设计胜出项目此前已确保转入量产，分别推动我们预期 2026 年收入增长约 150% 和 100%。”
"We view COIN's 3Q results as being slightly above expectations overall..." Rosenblatt upgrades Monolithic Power Systems to buy from neutral Rosenblatt upgrades the maker of power circuits for cloud computing systems following earnings. " Monolithic Power delivered a strong beat-and-raise quarter as Enterprise and Communications design wins secured previously ramp into production, driving our expected 2026 revenue growth of approximately 150% and 100%, respectively."
Oppenheimer 将 Incyte（英赛特）评级从“表现与大盘一致”上调至“跑赢大盘” Oppenheimer 表示，这家生物技术公司拥有强劲的产品管线。 “我们认为，考虑到 INCY 深厚且极具前景的产品管线日益显现出推动收入加速增长的潜力，其价值似乎被低估了……” HSBC 将 GE Vernova 评级从“持有”上调至“买入” HSBC 看好 GE Vernova 的“长期盈利增长”。
Oppenheimer upgrades Incyte to outperform from perform The biotech company has a robust pipeline, Oppenheimer says. "We believe INCY's deep and promising pipeline appears undervalued considering its increasing potential to drive accelerating revenue growth..." HSBC upgrades GE Vernova to buy from hold HSBC sees "long term earnings growth" for GE Vernova.
“上调至买入（从持有），目标价上调至 1100 美元（从 1040 美元）；因长期盈利增长而降低风险溢价。” KeyBanc 将 Reddit 评级从“增持”降至“与大盘同步” 该行称用户流量增长放缓。 “我们将 RDDT 评级从增持降至与大盘同步，因我们的投资逻辑未能兑现；搜索流量构成的逆风比预想的更大，这给 2027 年和 2028 年预期收入及 EBITDA 带来更多不确定性。”
"Upgrade to Buy (from Hold), increase TP to USD1,100 (from USD1,040); lower risk premium for long-term earnings growth." KeyBanc downgrades Reddit to sector weight from overweight The bank says user traffic is slowing. "We are downgrading shares of RDDT from OW to SW as our thesis is not playing out; search traffic is a larger headwind than envisioned, and this creates more uncertainty around '27E/'28E revenue and EBITDA.
Bank of America 将 Intel（英特尔）评级从“买入”降至“中性” 该行称周四的财报显示，扭亏为盈的进程被“推迟”。 “我们将 INTC 评级从买入降至中性。我们认为，该股未能传达出与外部代工客户获得足够牵引力的信息，而其数据中心业务的强劲表现被 PC 出货量意外大幅下滑所抵消。” TD Cowen 将 Hershey（好时）评级从“买入”降至“持有” TD Cowen 认为品类趋势走弱。
Bank of America downgrades Intel to neutral from buy The bank says the earning release on Thursday showed the turnaround is being "pushed out." "We downgrade INTC t o Neutral from Buy. In our view, the stock has not communicated enough traction with external foundry customers, while its data center strength is offset by a surprisingly sharp drop in PC shipments TD Cowen downgrades Hershey to hold from buy TD Cowen sees weakening category trends.
“管理层引导投资者关注 2027 年有机销售额增幅区间 2%-4% 的低端，并将 EPS 增长预期从 15%-20% 下修至低双位数%，在此背景下我们将好时评级下调至持有。” BMO 将 Honeywell Aerospace（霍尼韦尔航空航天）评级从“跑赢大盘”降至“与大盘同步” BMO 因增长放缓而下调霍尼韦尔航空航天评级。
"We downgrade Hershey t o Hold after management nudged investors to the low end of their 2-4% org sales for 2027 and revised EPS to low DD% from 15-20%." BMO downgrades Honeywell Aerospace to market perform from outperform BMO downgraded Honeywell Aerospace , citing slower growth.
“转为观望，直至出现一条更清晰的路径，能够实现高于共识预期的有意义增长和利润率扩张。”摩根士丹利重申 Roblox（罗布乐思）“增持”评级。这家华尔街投行将目标价从每股 55 美元下调至 50 美元，但维持该股票评级不变。“RBLX 第三季度业绩超预期，但第四季度指引低于市场对 2026 年预订量加速增长的预期。也就是说，我们更有信心用户增长正在回归，且 RBLX 的产品管线有望推动可触达市场（TAM）实现有意义扩张。”
"Moving to sideline until a clearer path to meaningful growth and margin expansion above consensus." Morgan Stanley reiterates Roblox as overweight The Wall Street investment bank cut its price target to $50 per share from $55, but is sticking with the stock. "RBLX beat 3Q, but the 4Q guide undershot expectations of bookings reacceleration in '26. That said, we came away more confident that user growth is returning and that RBLX's product pipeline could drive meaningful TAM expansion."