The biggest call on Thursday Wall Street is as follows: Piper Sandler has upgraded Torpanion over an overweight from a neutral piper sandler and sees a lot of positive catalysts for pet insurance companies. “We not only improve the emotions of investors, but also look at many catalysts on the horizon, so we are moving too much from the neutral of Trup.” The performance was performed from the out performance of BMO, and the lack of view after the approval of revenue was quoted. “Despite the improvement of the strategic market value of interactive entertainment assets, EA has been reduced to market performance and reduced estimates and target prices to $ 145.” Goldman Sachs is in February. Prior to the Goldman Sachs, Goldman Sachs called the company a “high -quality compound”, so Disney repeats Disney. “I hope DIS will provide EPS beats with EPS $ 1.57 with F1Q25.” Morgan Stanley upgrades Logitech from low weight to equal weight. “Because most of the previous UW papers are running the course, Logi is upgraded equally.” Keybanc uploads Boot Barn from the weight of the sector. Keybanc is a shoe company. I am watching the expansion of the margin. “23.9x 2026 We have upgraded excessively based on the estimation of EPS and establish a $ 190al price target. Boots evaluation is a clearer path to sustainable top lines and more clear routes to margin expansion. It is attractive to the path to Goldman Sax, and has repeatedly reduced the price target of $ 286 to $ 286. “We have been purchased and evaluated by AAPL. This is focused on the slow growth of product revenue, so the durability and visibility of the revenue associated with the intensity of Apple Ecosystem. Morgan Stanley starts BrookField Corporation because Morgan Stanley is so attractive. “BN, the parent of the Brookfield Eco System, you can see persuasive evaluation and underestimated franchises and growth.” Wolfe upgrades Netflix, acquired AUTFORM from Peer Perform, Tuesday. The shares have been upgraded following profits. “Upgrade NFLX to the outpoint. $ 1,100. With excellent scale, the possibility of accelerating financial returns and long -term TAM (total address specified market) has increased.” Morgan Stanley Is shopping and repeats his arms saying that the arm is sufficiently positioned for Star Gate Initiative. “In the armstock, DD % (2 digits) moved following the presentation of Stargate AI Initiative yesterday.” WELLS FARGO stated that overweight WELLS FARGO states that stocks are the charm of specialized materials companies. Start Magnera Corporation. “We will start OW’s evaluation and 22 -pented mug coverage.” Wedbush repeats Palantir and says that Wedbush is positioned as the next Oracle or Salesforce, so Palantir repeats. “Recent checks and the greater confidence in the company’s AI strategy are the key to the bullet paper in 2025, so Palantir’s price target has been raised from $ 75 to $ 90.” GOLDMAN SACHS is software. Start GUIDEWIRE software because it is bullish for the company. “The purchase rate and the price goal of 12 months are $ 210, and we will start compensating for Guidewire (GWRE).” Bank of America raised the price target of the meta from $ 660 to $ 710 per share. That’s why the meta is repeated. “The stable macro background, the contribution of AI to the advertising revenue, the increase in messages, and the continuous cost discipline (recent reduction in personnel) will remain positive about the shares in 2025.” The ACUSHNET was downgraded, the weight of Neutral JPMORGAN was reduced, and the golf company was mainly evaluated and downgraded. “For multiple years, the Golf OPEX investment cycle has been translated into the growth of EPS, which was translated into Flat EBITDA and flat to LSD % (low single digit), despite the” Best Inclass “brand (Titleist/”. I think it’s focused on major market share and “dedicated” golfers. The loop repeats Super Micro because BUY LOOP states that it has stated that it has stated that it is sticking to the purchase rating of stocks at the Information Tech artificial intelligence company. “We have raised PTs to $ 40 (from $ 35), and SMCI is an important space and important companies, so we repeat buying …” For example, NVIDIA has been in the past few years. It has grown very much in the data center business, increased 217 % in FY2024, and grown 138 % in 2025. He said he was looking at the stock loss of a video game company. “EA is not convinced that EA can get enough player’s engagement and expenditure to promote meaningful growth in the PC/console game industry that is struggling, so we have reduced EA to neutral. “PIPER SANDLER is a neutral because Boston beer is overweight. The company states that the company’s hard mountain dew brands will slow down. “We have updated the model for a decrease in the view of the hard MTN du, this is expected to be slow and slower than Twist Tea. It will continue to increase, but the success will take more time than expected. ” Is repeating Tesla. “As the estimated value is reduced to reflect the easing of the United States and the EU, we continue to be cautious of the fundamental basics and relative autonomous technologies of TSLA.”
