Market Updates: Analyst Ratings and Upgrades
- Analysts on Wall Street have made significant calls regarding major companies including Nvidia, Netflix, and Apple.
- Each company has experienced varying degrees of sentiment and market attention.
- These insights could impact investment decisions and market trends moving forward.
In recent market analysis, Morgan Stanley has reaffirmed its overweight rating on Disney, despite lowering its price target from $130 to $110 per share. The firm expressed caution regarding Disney's parks business for fiscal year 2025, indicating a need for investors to be vigilant about potential challenges ahead. KeyBanc has upgraded Gulfport Energy from sector weight to overweight, encouraging investors to capitalize on the recent dip in the natural gas company's shares. The firm maintains a positive outlook on Gulfport, emphasizing that their fundamental assessment of the natural gas market remains unchanged. Additionally, Morgan Stanley has upgraded Lockheed Martin from Sector Perform to Outperform, raising its price target to $600 from $500. The firm also upgraded Prosperity Bancshares to overweight, citing the bank's strong capital position and growing liquidity as key factors in its positive outlook. In other notable upgrades, Bank of America has elevated Five9 from underperform to buy, highlighting the stock's attractiveness following a recent pullback. RBC has also upgraded Kellanova to outperform amid reports of Mars' interest in acquiring the food products company. Meanwhile, Bernstein reiterated its outperform rating on Boeing, although it adjusted the price target down to $207 from $222, signaling a cautious but steady confidence in the aerospace giant.