JPMorgan reiterates Nvidia as overweight

JPMorgan says it sees a beat and raise when the company reports earnings later this week.

“We are clearly in an environment of elevated expectations heading into NVDA’s F4Q26 (Jan-Qtr) print, considering the stock has basically moved sideways since the F3Q26 print despite a slew of positive/favorable developments”

Evercore ISI reiterates Apple as outperform

Evercore says it likes the company’s free cash flow generation.

“With hyperscaler capex guidance continuing to stretch higher, we believe investors are placing greater scrutiny on cash generation and capital return, especially as debt financing becomes a bigger source of funds for data center infrastructure. We continue to favor assets that are less capital intensive and maintain durable free cash flow generation such as AAPL.

Wells Fargo upgrades Alphabet to overweight from equal weight

Wells says Alphabet is an AI winner.

“Leadership in 3 key traits of AI winner: customer data, distribution and compute capacity. Capacity analysis confirms oppty to exploit data and distribution advantages for consumer and enterprise AI products. Raising estimates, upgrade to Overweight.”

Jefferies reiterates CoreWeave as buy

Jefferies says it’s bullish on the stock ahead of earnings later this week.

“We believe CRWV addressed much of last Q’s push out and is positioned to scale capacity and deliver upside vs Q4 cons rev of $1.55B (107% y/y), helping restore confidence in execution.”

Bank of America reiterates Dell as buy

Bank of America lowered its price target on the stock to $135 per share from $150 ahead of earnings later this week.

“Dell reports F4Q on 2/26 where impending memory headwinds will likely overshadow what should be a strong F4Q print.”

Citi reiterates Disney as buy

Citi says it’s sticking with the stock but that it needs to see more growth in the second half of the year.

“To achieve Disney’s FY26 guidance of double-digit Adj EPS growth, Disney will need to generate very robust growth in 2H26. After reviewing the disclosures and underlying drivers, we this is quite reasonable.”

Citi names Texas Instruments a top pick

Citi says it sees a slew of positive catalysts ahead.

“We like TXN gross margin expansion potential as it approaches the end of its capital investment cycle and focuses R&D investments in the data center end market.”

Jefferies downgrades Deere to underperform from hold

The firm says much of the good news is already priced into the stock.

“We view DE as one of our highest quality companies given strength in product innovation, significant market penetration and a large captive data lake. Unfortunately, we believe the market has already discounted a full cycle recovery and multiple expansion.”