Wall Street's Bold Moves: A Look at Monday's Biggest Stock Picks

Morgan Stanley gave Datadog a thumbs up, predicting growth until 2027. They're bullish on the company's ability to monitor new apps and keep up with digital transformation.

Wells Fargo upgraded ConocoPhillips, raising its price target to $132. They're optimistic about the oil and gas company's valuation and dividend growth.

Bernstein upgraded Liberty Formula One, suggesting now is the time to buy the dip. They see multiple opportunities for the company to boost its estimates in the coming year.

Downgrades and Neutral Ratings

Barclays downgraded Snowflake, citing concerns about its valuation and increased competition.

Wells Fargo reiterated its underweight rating on Tesla, raising its price target to $130 but still seeing risks in the company's vision-only approach to robotaxis.

Wells Fargo reiterated its equal weight rating on Alphabet, raising its price target to $350 but expecting disruption and headwinds from the upcoming format transition to conversation search.

Other Notable Moves

Bank of America is sticking with its buy rating on Apple ahead of its earnings later this month. They're expecting strong sales of iPhones and double-digit growth in services revenue.

HSBC initiated coverage on Netflix with a buy rating, seeing the current share price pullback as an opportunity to invest.

Morgan Stanley initiated coverage on Medline, the largest medical distributor in the US, saying it's well-positioned to gain market share.

Citi reiterated its buy rating on General Motors, raising its price target to $98.

Citi also upgraded Zoom and Palantir to buy, seeing clear growth catalysts for both companies.

Susquehanna upgraded Applied Materials, expecting higher spending on wafer fab equipment to benefit the stock.

UBS upgraded Vista Energy, calling it an appealing growth story.

Goldman Sachs assumed coverage on Microsoft with a buy rating, saying it's still one of the best growth stories in technology.

B. Riley upgraded Airbnb, seeing an attractive valuation and prospects for sustained growth and margin expansion.

Morgan Stanley upgraded Akamai, saying the company's evolution from a content delivery provider to a cloud infrastructure and security platform is approaching an inflection point.

Bank of America upgraded Comcast, expecting strategic action for NBCU in 2026.

Wells Fargo reiterated its overweight rating on Amazon, expecting positive revisions for AWS in 2026.

Wells Fargo also reiterated their overweight rating on Meta, expecting solid earnings and outlook for 2026. However, they lowered their price target to $795.

Baird upgraded Pool Corp to outperform, seeing an attractive valuation and overblown competitive fears.

Morgan Stanley upgraded Appian, seeing an attractive risk/reward given the company's durable growth and improving operating margins.

UBS initiated coverage on Andersen Group with a buy rating, seeing plenty of room for growth.

Citi added a positive catalyst watch on ServiceNow, anticipating a strong upcoming quarter driven by a potential modest budget flush.

Bank of America reiterated its buy rating on Roku, commending the company's transformation and diversification of revenue.