On Friday, Wall Street saw several significant updates from major financial institutions regarding leading companies across various sectors. Among the highlights, Barclays initiated coverage of Eli Lilly with an “overweight” rating. The firm emphasized the pharmaceutical giant’s market leadership, asserting that the medical treatment of obesity represents a fundamental shift rather than a passing trend, driven by GLP-1 medications. Barclays is confident that Eli Lilly will maintain its status as a frontrunner in this evolving sector.
In another notable move, Barclays upgraded Etsy from “equal weight” to “overweight” following its latest earnings report. The firm highlighted that Etsy’s valuation, approximately 8 times its new FY27 EBITDA, is reasonable despite moderate growth projections. Barclays anticipates that as top-line growth strengthens, multiple expansion is likely to follow, setting a price target of $72.
Meanwhile, Citigroup reiterated its “buy” rating for Microsoft, advising investors to capitalize on what it termed a “buy the dip” opportunity. Citi pointed out that Microsoft shares are trading at near-decade low valuations, providing an attractive entry point for investors amid a discount in comparison to the S&P 500 on forward price-to-earnings ratios.
Goldman Sachs also expressed confidence in technology, reiterating its “buy” recommendation for Broadcom ahead of the company’s upcoming earnings report. The firm expects strong performance driven by continued momentum in artificial intelligence, suggesting a solid quarter ahead.
Wedbush maintained an “outperform” rating for Netflix, encouraging investors to remain patient amid uncertainty surrounding the company’s agreement with Warner Bros. Discovery. With anticipated volatility leading up to April’s shareholder vote and Netflix’s Q1 2026 earnings, Wedbush believes the stock may stabilize after these critical developments.
In aerospace, Morgan Stanley reiterated its “overweight” stance on GE Aerospace, citing multiple expansion potential. With a price target of $425, they anticipate consistent services growth and strong pricing power, believing consensus earnings estimates underestimate long-term cash flows.
Conversely, Morgan Stanley expressed caution about CoreWeave, maintaining an “equal weight” rating ahead of their upcoming earnings report. The investment bank noted that while CoreWeave has secured significant contracts from major GenAI customers, achieving credible execution on their plans will be key to alleviating investor concerns.
Canaccord inaugurated Terra Innovatum with a “buy” rating, predicting significant growth potential for the nuclear firm, setting a price target of $10. On a more cautious note, HSBC downgraded Walmart from “buy” to “hold” following its earnings release, citing a slowdown in momentum and adjusting the price target to $131 from a previous $122.
Morgan Stanley reiterated its “overweight” rating for Live Nation after raising its price target from $170 to $185 following the company’s earnings report. The firm highlighted that Live Nation expects to maintain strong earnings growth amid regulatory challenges and ticketing system changes.
Now added to JPMorgan’s analyst focus list, Wayfair showcased robust performance after earnings, surpassing sales expectations and demonstrating improved two-year growth stacks while adjusted EBITDA exceeded consensus figures by 11%. Finally, Evercore ISI reiterated its “outperform” rating for Apple, stating that many bearish concerns have diminished as investors consider the iPhone 17 cycle and the potential for growth in late 2026 and 2027.
William Blair initiated coverage of Stryker with an “outperform” rating, acknowledging its strong position among competitors. Cantor Fitzgerald lauded Satellogic, initiating coverage with an “overweight” rating and setting a 12-month price target of $7, highlighting the satellite firm’s promising trajectory.
Original Source: https://www.cnbc.com/2026/02/20/biggest-stocks-to-watch-from-analyst-calls-friday.html
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Publish Date: 2026-02-20 20:04:00
