What has Wall Street been buzzing about this week? Here are calls made by Wall Street's best analysts during the week of Jan. 12-16.

Here are Monday’s biggest calls on Wall Street:

1. Nvidia & Broadcom

Bernstein reiterates Nvidia and Broadcom as top picks

Bernstein said both stocks remain best ideas at the firm.

“On the long side continue to like NVDA and AVGO as top picks as AI spending

currently shows no signs of slowing, and valuations appear extremely attractive particularly

as numbers seem to have a clear upward bias.”

Wolfe reiterates Nvdia as outperform

Wolfe says the stock is a favorite idea for 2026.

“NVDA is up ‘only’ 36% over the past year, underperforming other AI related names. We think the reason for underperformance is threefold – the late launch of Blackwell, concerns about the sustainability of AI spending in general, as well as concerns about share losses to custom AI solutions.”

Wells Fargo upgrades Broadcom to overweight from equal weight

Wells says investors should buy the weakness in Broadcom.

“Recent Pullback Provides Opportunity to Get Constructive w/ AI Expansion Catalysts Ahead; GM% Concerns Overdone.”

Wells Fargo reiterates Nvidia as overweight

Wells said it’s sticking with shares of Nvidia.

“Our Overweight rating is based on our positive stance on NVIDIA’s competitive positioning in gaming GPUs and expanding growth opportunities in data center, HPC [high performance computing] , and emerging / expanding AI opportunities (autonomous vehicles, healthcare, robotics, etc.).”

2. Albemarle

Deutsche Bank upgrades Albemarle to buy from hold

Deutsche raised its price target to $185 per share from $125 and says it sees the “energy storage demand.”

“We are upgrading Albemarle to Buy from Hold with a 12-month price target of $185, upside of 15%.”

3. KLAC

Bernstein initiates KLA Corp. at outperform

Bernstein said the semiconductor capital equipment company is a high quality.

“KLA is one of the highest quality companies within Semicap and is the dominant player in Process Control, a $14.3B subsector within the larger $112B global WFE [wafer fab equipment] market in CY24.

TD Cowen upgrades KLAC to buy from hold

TD Cowen says the semiconductor capital equipment company is a share gainer.

“KLAC is a Buy given its exposure to leading-edge Foundry WFE (Wafer Fab Equipment) spending.”

4. Applied Materials

Susquehanna upgrades Applied Materials to positive from neutral

The firm said it sees higher wafer fab equipment spending benefiting the stock.

“Also, upgrading AMAT (higher WFE) [wafer fab equipment].”

Barclays upgrades Applied Materials to overweight from equal weight

Barclays said in its upgrade of Applied Materials that investors should buy the dip in the semis materials and engineering company.

“The company has underperformed due to valid concerns around China competition and exposure.”

5. Microsoft

Morgan Stanley reiterates Microsoft as overweight

The firm said the stock is a top pick and a share gainer.

“Microsoft remains the leader as the #1 share gainer of IT wallet as a result of shift to the cloud on both a 1-year and 3-year view.”

Goldman assumes Microsoft as buy

After a change in analyst coverage the firm said the stock is “still one of the best secular growth stories in technology.”

“We assume coverage on Microsoft with a Buy rating and a 12-month price target of $655 (up from $630 prior; 37% upside).”

6. Apple

Bank of America reiterates Apple as buy

Bank of America said it’s bullish on Apple ahead of earnings later this month.

“As we head into F1Q26 (Dec Q) earnings after market close on Thur Jan 29, we see upside to ST [street] ests given continued strong sales of iPhone & double-digit growth in Services revs.”

JPMorgan reiterates Apple as overweight

The firm says it likes the company’s partnership with Google Gemini.

“Google and Apple have confirmed a multi-year partnership to integrate Google’s Gemini AI models into Apple products.”

Evercore ISI reiterates Apple as outperform

Evercore said the stock is best positioned in 2026.

“We believe AAPL remains well positioned through the Mar-qtr given its LTAs [long term agreements] that are currently insulating product GMs.”

7. Netflix

HSBC initiates Netflix as buy

HSBC said investors should buy the dip.

“Share price pullback an opportunity; initiate on NFLX at a Buy rating and USD107.00 target price.”

Deutsche Bank reiterates Netflix as hold

Deutsche said whatever happens with the company’s deal for Warner Bros will drive shares of Netflix.

“The outcome of the pending Warner Bros. acquisition will likely be the primary driver of the next move in the stock, or lack thereof.”

TD Cowen reiterates Netflix as buy

The firm lowered its price target to $115 per share from $142 ahead of earnings next week.

“We think investors will largely focus on 1Q/FY26 guidance (incl FY26 op margin), when NFLX reports 4Q results on 1/20.”

8. Palantir

Citi upgrades Palantir to buy from neutral

Citi said a “supercycle” is coming for Palantir in 2026.

“We are upgrading PLTR to Buy/High-Risk from Neutral and raising estimates and our target price to $235. Shares have minted spectacular returns over the last few years as a vicious growth acceleration and equally impressive margin expansion has ‘broken’ traditional rule-of-40 and valuation frameworks.”

9. Tesla

Wells Fargo reiterates Tesla as underweight

Wells raised its price target on the stock to $130 per share from $120 but says it still negative on Tesla in 2026.

“TSLA is valued as if robotaxi domination is inevitable. However, there is an undeniable risk that TSLA’s vision-only (VO) approach could prove not safe enough for robotaxis.”

HSBC reiterates Tesla as reduce

HSBC says it sees “volume pressure” for Tesla shares.

“With the end of the EV tax credit in the US, we see volume pressure and therefore Q4 margin at 4% well below consensus and sequentially below Q3, which was at 5.8%.”

RBC reiterates Tesla as outperform

RBC said it’s sticking with the stock in 2026.

“We think the recent EV impairments from Ford and GM – signaling a shift towards ICE/PHEVs over BEVs – could benefit Tesla sales in the US. However, the company could continue losing share to Chinese OEMs gaining traction in Europe.”

10. Amazon

Wells Fargo reiterates Amazon as overweight

Wells raised its price target on the stock to $301 per share from $295.

“See 4Q EPS print & commentary supporting case for positive ’26 AWS revisions, fueled by doubling of compute capacity through ‘27. AMZN top Internet pick for ’26.”

Goldman Sachs reiterates Amazon as buy

Goldman raised its price target on the stock to $300 per share from $290.

“With respect to AMZN, which we highlighted as one of our top large cap picks for 2026 in our year ahead thematic work, we see a Q4 earnings report that is likely to be built on similar narratives seen in its Q3 earnings report:”

11. Alphabet

Wells Fargo reiterates Alphabet as equal weight

Wells raised its price target to $350 per share from $268 on Alphabet.

“We believe that the upcoming format transition to conversation search brings significant uncertainty to the search market. We expect disruption with the format change, which will likely drive headwinds to medium-term search growth.”

Bank of America reiterates Alphabet as buy

Bank of America raised its price target on the stock to $370 per share from $350.

“Alphabet well positioned to lead in AI era.”

12. Reddit

Evercore ISI initiates Reddit as outperform

Evercore ISI says it sees a “significant opportunity.”

“We are initiating coverage of Reddit (RDDT) with an Outperform rating & a $320 price target (30% upside), based on 35X ’27E EBITDA of $1.8B.”

13. Micron

Bank of America reiterates Micron as buy

Bank of America raised its price target to $400 per share from $300.

“We also raise estimates and our PO for MU given a robust pricing environment”

14. Intel

KeyBanc upgrades Intel to overweight from sector weight

KeyBanc says it sees server demand helping Intel shares.

“Our checks indicate INTC is almost sold out for the year in server CPU, and given the strength in demand, the Company is considering a 10-15% ASP [average selling price] increase.”

15. AMD

KeyBanc upgrades Advanced Micro Devices to overweight from sector weight

KeyBanc says it sees improving demand.

“Our supply chain checks indicate the recent surge in hyperscaler demand has led to AMD to almost being completely sold out of server CPU in 2026 and is potentially considering a price increase of 10-15% in 1Q26.”

16. Alcoa

Wells Fargo downgrades Alcoa to equal weight from overweight

Wells says the stock’s valuation is full.

“We downgrade AA to Equal Weight from Overweight as valuation seems to fully reflect the recent strong run in aluminum prices.”

17. Target

Gordon Haskett upgrades Target to buy from hold

The firm says the retail giant is a “contrarian idea.”

“In the spirit of both a new year/clean slate along with the never-ending search for contrarian ideas . . . we are upgrading Target to Buy-Rated from Hold-Rated – establishing a new $140 Price Target, which suggests over 30% upside from current levels.”

18. AppLovin

Evercore ISI initiates AppLovin at outperform

Evercore said it sees plenty of upside for the ad tech company.

“We are initiating coverage of APP with an Outperform rating and $835 price target (25% upside). APP is the dominant ad tech platform for mobile gaming with an emerging e-commerce performance channel, which we view as a material TAM expander.”

19. Okta & Checkpoint

Stephens upgrades Okta and Checkpoint to overweight from equal weight

Stephens said both cyber security companies are well positioned in 2026.

“We are upgrading shares of both Check Point and Okta to OW (from EW) with a common thread of an increasing probability of growth acceleration materializing over the course of 2026 and what we view to be an attractive risk/reward set up.”

20. Warner Bros Discovery

Guggenheim downgrades Warner Bros Discovery to neutral from buy

The firm said the outcome of the deal with Netflix remains “uncertain.”

“We are lowering our rating on Warner Bros. Discovery to NEUTRAL and raising our price target to $30 to reflect the current M&A landscape, where investor focus and valuation have shifted decisively toward acquisition outcomes rather than standalone operating fundamentals.”