Here are the biggest calls on Wall Street on Friday:

Evercore ISI reiterates Nvidia as outperform

Evercore says the stock is a best idea and a “tectonic ecosystem play in the AI computing era.”

“We believe that the Tectonic Shift to the current Parallel Processing / IoT Computing Era started 5-to-8 years ago, and that NVDA is the dominant and the only full-stack chip...”

Bank of America reiterates Apple as buy

Bank of America says it sees a host of tailwinds for Apple following earnings on Thursday.

“We remain bullish on shares of Apple heading into the remainder of 2026 given (1) iPhone revenues are tracking better than expected with record upgraders, (2) gross margins continue to show strength despite commodity headwinds, (3) AI enabled Siri will be available in 2026, (4) a foldable iPhone is expected this fall...”

Barclays reiterates SanDisk as overweight

Barclays raised its price target on SanDisk to $1200 per share from $750 following earnings.

“The company is well positioned with zero debt and generating a significant amount of cash.”

Bank of America downgrades Roblox to neutral from buy

The bank says it’s concerned about slowing demand following earnings.

“While we acknowledge RBLX’s ability to compress development costs, thereby compelling content velocity far in excess of the video game industry, the demand side of the platform has experienced a major stumble, the duration of which we have difficulty estimating.”

Citi reiterates CoreWeave as buy

Citi raised its price target to $155 per share from $126.

“The stars continue to align for AI infrastructure leaders like CRWV, and we estimate at least +35-40% QoQ backlog growth this Q as diversification across hyperscalers, AI labs, and enterprise de-risks customer concentration.”

Morgan Stanley reiterates Reddit as overweight

Morgan Stanley says the stock is cheap following earnings on Thursday.

“Remain OW, $240 PT with RDDT screening inexpensive on EBITDA and EPS.”

Deutsche Bank reiterates Rivian as buy

Deutsche says it’s sticking with its buy following earnings on Thursday.

“Rivian reported relatively in-line 1Q results, helped by higher-than- anticipated contribution from regulatory credits.”

Bank of America reiterates Roku as buy

The firm raised its price target to $150 per share from $140 following earnings on Thursday.

“Roku delivered a strong 1Q26 print, with revenue of $1,249mn driven by outperformance in Platform revenue relative to our forecast.”

Oppenheimer initiates Dutch Bros as outperform

Oppenheimer says the coffee chain has plenty of room for growth.

“BROS represents a unique opportunity to own an on-trend beverage brand with robust traffic drivers, mid-teens unit growth, and an EBITDA algorithm of >20%.”

Morgan Stanley upgrades Paramount Skydance to overweight from underweight

Morgan Stanley says it sees a buying opportunity for the media company.

“PSKY pessimism presents an opportunity as WBD deal is transformative, AI to turbocharge legacy assets/IP with clear synergy and de-levering path.”