Here are Friday's biggest analyst calls: Nvidia, Netflix, Dell, Honeywell, Block, Palantir, Live Nation & more

Here are Friday’s biggest calls on Wall Street. Deutsche Bank reiterates CoreWeave as buy Deutsche lowered its price target on the stock to $125 per share from $140 but said it’s sticking with the stock following earnings. " CoreWeave reported 4Q results that were a bit of a mixed bag and we suspect unfortunately probably adds to confusion around what remains a very dynamic near-term financial model as the business rapidly scales." TD Cowen upgrades Southwest Airlines to buy from hold TD Cowen said it sees robust airline demand. “We upgrade LUV to Buy with $66 target as 2026 airline demand strengthens against disciplined supply.” Rosenblatt initiates Palantir as buy Rosenblatt said the stock is “uniquely positioned.” “We are initiating coverage of Palantir with a Buy rating and $150 price target. We think this market-disrupting, uniquely positioned AI software leader has a sustainable growth trajectory, good margin leverage, and an attractive entry point after a 33% decline from its high in October.” UBS upgrades Palantir to buy from neutral UBS said investors should buy the dip. “At 50x our 2027 FCF estimates, Palantir shares are now very attractive given our estimate for 70% revs growth in 2026 and stable mid-50% margins. We’re hosting an investor call on Fri Feb 27th at 10:30am ET to recap our views.” Read more. Bank of America reiterates Dell as buy Bank of America raised its price target on Dell to $155 per share from $135 following earnings. “Our Buy rating is based on broad product portfolio, upside from AI, growth faster than the market, continuing share gains, and opportunity to grow margins over the next several years on higher mix of storage and mix shift to premium configurations in PCs and servers, which offset risks including a slow global economy, and high financial leverage.” Morgan Stanley upgrades Block to overweight from equal weight Morgan Stanley upgraded the payment company following earnings. “Upgrading XYZ to OW ($93 PT) as XYZ’s faster growth and an expanded TAM already appearing after product enhancement/ expansion, while AI opportunity should deliver increased profitability.” Morgan Stanley downgrades Duolingo to equal weight from overweight The firm admitted it was wrong about the stock following earnings. “We believed DUOL would drive simultaneous monetization gains and user growth. We were wrong. To improve user trends, company is materially increasing spend & decreasing monetization.” William Blair upgrades Biodesix to outperform from neutral William Blair said the molecular diagnostics company is firing on all cylinders. “We are upgrading shares of Biodesix to Outperform following its fourth-quarter update, which included results in line with its January preannouncement, 2026 revenue guidance that was 3% ahead of expectations, and the disclosure that the company has significantly improved its balance sheet.” Mizuho upgrades Aon, Brown & Brown and Arthur J. Gallagher to outperform from neutral Mizuho said the broker’s sell-off is overdone. “We also recognize that with investors having been concerned over slowing organic growth before 2/9, a near-term fundamental catalyst (as opposed to valuation) may be difficult to find. Still, we upgrade AJG, AON and BRO shares to Outperform, with respective PTs of $260 (+18% return), $397 (+21%) and $85 (+21%), and downgrade MRSH shares to Neutral, with $199 PT (+10%).” Wolfe reiterates Netflix as outperform Wolfe raised its price target on Netflix to $110 per share from $95. “Backing out of Warner’s auction gives Netflix $2.8B of cash, way less debt, share buybacks, higher ROIC & simpler operations. Investors will eagerly back the growth strategy they know & adore. PT to $110 via comp-based 28x '27 EPS of $3.91, up from $3.80 on share count.” Read more. Citi downgrades Dollar Tree to neutral from buy Citi downgraded the stock ahead of earnings next week. “We downgrade DLTR from Buy to Neutral. We continue to believe it’s showing signs of success in its multi-price strategy. However, the stock has doubled off its low after US administration’s April-2025 major tariff announcement, to within 3% of our TP, driving our view that risk/reward is now balanced.” Bernstein upgrades Newmont Mining to outperform from market perform Bernstein said it’s bullish on the metals company as gold prices rise. “We upgrade Newmont to Outperform ($157/sh) given our revised EBITDA 26% up to $21.9bln on our bullish view of gold.” Barclays initiates Jazz Pharmaceuticals as overweight Barclays said it sees an “upside opportunity” for the biopharma company. “We initiate coverage o f JAZZ at Overweight with a $224 price target, implying ~19% upside potential from current levels.” Daiwa reiterates Nvidia as outperform Daiwa said it’s sticking with Nvidia following earnings. “We have seen many big rallies and then pauses since the start of this in May 2023. The difficult issue now is not completely on Nvidia’s results, which were expected to be good and were good, but the future. Being that investors are concerned about growth beyond 2026, especially with this year being so strong.” Rothschild & Co Redburn upgrades Live Nation to buy from neutral The firm raised its price target on Live Nation to $193 per share from $166 said shares are compelling at current levels. “With the Department of Justice’s (DOJ) breakup argument losing its teeth and a settlement seemingly on the horizon, we feel more comfortable reverting to a pre-lawsuit valuation multiple.” Wells Fargo upgrades Sun Communities to overweight from equal weight Wells said the real estate investment trust has “investment firepower.” " SUI has a lower multiple but more catalysts: 1) stronger '26 & '27 growth, 2) guidance upside from ~$550m of investment firepower, 3) new CEO focused on better operations & 4) WFS ests above guide midpt." Wolfe upgrades Honeywell to outperform from peer perform Wolfe said it now sees a “smoother journey” for the stock. “We return to an OP rating after an extended period at PP, now tha t HON has gone through the heavy lift of its portfolio separation work. Our new YE26 target price of $293 represents 22% upside potential and puts risk/reward firmly in the upper quartile of our coverage.” Bank of America upgrades Teladoc to buy from neutral Bank of America said it sees attractive margins and valuation. “We have a Buy rating on shares of TDOC. We believe TDOC’s transition in the BetterHelp business toward insurance can drive sustainable margin expansion.” Bank of America upgrades Celsius Holdings to buy from underperform The firm said it sees a slew of positive catalysts ahead for the beverage company. “Our Buy rating reflects our view that both Alani Nu and Core Celsius are sustaining strong consumption trends, which should support upward sales revisions and drive CELH shares higher.” Barclays upgrades FIGS to overweight from equal weight Barclays said in its upgrade of the stock that the “growth thesis” is back. “We are upgrading FIGS to OW on: 1) material acceleration in sales across geographies; 2) a positive sales-to-inventory inflection; 3) refreshed products via new fabrics and extensions while driving the core of the business; and 4) a reinvestment flywheel driving global top-line growth.” Northland upgrades NuScale Power to outperform from market perform Northland said buy the weakness on shares of the nuclear stock. “We are upgrading NuScale to Outperform. The stock is down ~26% over the last year, significantly underperforming 6 nuclear peers (BWXT, CCJ, LEU, MIR, NNE, OKLO) that are up 86%.”