Here are Friday’s biggest calls on Wall Street:

Morgan Stanley reiterates Netflix as overweight

Morgan Stanley raised its price target on the stock to $1,500 per share from $1,450.

“Importantly, newly deployed ad tech appears poised to deliver a roughly doubling of ad revs in ’25. Netflix’s early but growing use of GenAI tools to power content and product innovation further reinforces our bullish view.”

JPMorgan reiterates Nvidia as overweight

The firm said Nvidia remains a top pick heading into earnings next month.

“AI/accelerated compute demand remains strong...best positioned to weather a potential trade/tariff challenging macro environment...13-15% EPS upside to outyear estimates on resumption of China shipments for AMD/Nvidia.”

Deutsche Bank reiterates Tesla as buy

Deutsche said it’s sticking with the stock heading into earnings on July 23.

“Long term, our view continues to be that Tesla is well positioned as a technology platform to leverage end-to-end AI into a leading position in autonomous driving and humanoid robotics.”

Evercore ISI reiterates Apple as outperform

Evercore said it’s sticking with the stock ahead of earnings on July 31.

“Finally, AAPL we expect to see strength in June-qtr driven by better iPhone demand though focus will be on services and gross-margins.”

Deutsche Bank reiterates Microsoft as buy

Deutsche raised its price target on the stock to $550 per share from $500.

“Microsoft shares have significantly outperformed since the company reported much better-than-expected F3Q Azure results in April and seem well supported heading into what we anticipate will be strong F4Q results on July 30th.”

Bank of America reiterates Alphabet as buy

Bank of America raised its price target on Alphabet ahead of earnings on July 23 to $210 per share from $20.

“Expecting strong results, above Street for 2Q.”

Mizuho reiterates Micron as buy

Mizuho said it sees a slew of positive catalysts and that investors should buy the weakness.

“We would be buyers on MU on the pullback...”

Bank of America reiterates Dell as buy

The firm raised its price target on the stock to $165 per share from $155.

“We expect IT Hardware companies like DELL to benefit from the growth of enterprise /sovereign AI over the next decade.”

Stephens initiates Snowflake as overweight

Stephens said Snowflake is best-in-class.

“Long-term growth visibility which has traditionally been the replacement of legacy databases is now being augmented as faster product development has launched key new products w/large TAMs that have yet to contribute to the growth rate, in our view.”

JPMorgan reiterates Roku as overweight

JPMorgan raised its price target to $100 per share from $85.

“We believe Roku is well positioned to deliver a beat/raise qtr, with ad spend largely stable in 2Q and China tariff de-escalation.”

Rosenblatt initiates SentinelOne as buy

Rosenblatt said the cyber security company is “significantly undervalued.”

“We are initiating coverage on SentinelOne (NYSE: S) with a Buy rating and a $24 Price Target.”