Here are Friday’s biggest calls on Wall Street:

Goldman Sachs reiterates Nvidia as buy

Goldman raised its price target on the stock to $240 per share from $210.

「We expect Nvidia to deliver a beat-and-raise quarter, with the stock reaction likely hinging on the level of upside to guidance.」

Morgan Stanley reiterates Apple as overweight

The firm raised its price target to $305 per share from $298 following earnings.

「iPhone growth is accelerating, Services is outperforming, and AAPL is protecting GMs better than we expected.」

Bank of America reiterates Amazon as buy

Bank of America raised its price target on the stock to $303 per share from $272 following earnings.

「We think Amazon’s focus on the customers and the buyer experience is right for the Internet. We think Amazon is well positioned to capitalize on the global growth of eCommerce and other secular trends such as cloud computing, online advertising and connected devices.」

Morgan Stanley reiterates Reddit as overweight

Morgan Stanley raised its price target to $250 per share from $230 following earnings.

「Going forward, RDDT’s ability to drive higher user retention and user growth via improved personalization/onboarding key to potential multiple expansion. PT to $250.」

Bernstein reiterates Coinbase as outperform

Bernstein said the stock is firing on all cylinders following earnings.

「Coinbase is executing on its crypto dream, where blockchain rails would re-architect capital markets, banking and payments. It is also fast becoming the AWS of Crypto financial infrastructure as big banks such as JPM, Citi, PNC choose Coinbase as their Crypto partner.」

Citi opens a positive catalyst watch on Western Digital

Citi said it sees 「robust cloud momentum」 following earnings.

「WDC reported strong results and issued a solid guide.」

Loop initiates Camping World as buy

Loop said investors should buy the weakness in the camping company.

「We are initiating coverage of CWH with a BUY rating and $17 PT. After the recent pullback in shares, we view current share price levels as an attractive entry point for investors.」

Goldman Sachs upgrades Roblox to buy from neutral

Goldman upgraded Roblox following earnings.

「That being said, we increasingly see more of a sustained upside node to those forecasts (even in the face of short-term margin commentary) as the company increasingly demonstrates the hallmarks of a consumer Internet/Media platform building on virality, content creation, distribution and monetization which we view as having a number of parallels similar to the scaling of YouTube over the last 10+ years.」

Bank of America reiterates First Solar as buy

The firm raised its price target on the solar stock to $255 per share from $245 following earnings.

「We rate First Solar (FSLR) Buy given the above-average, de-risked earnings growth trajectory and significant cash build projected for later in the decade.」

Morgan Stanley upgrades Novartis to overweight from equal weight

Morgan Stanley said buy the dip in the biopharma company.

「Novartis shares have pulled back on Q3′25 miss, driven by legacy/loss of exclusivity products, even though growth drivers beat expectations.」