Here are Thursday’s biggest calls on Wall Street: Roth initiates SailPoint as buy Roth said the identity access cyber security company is a market leader. “We are initiating coverage of SAIL with a Buy and PT of $19. SailPoint is an Identity security company focused on IGA (Identity Governance and Administration).” Citizens initiates Brown & Brown as market outperform The firm said the insurance brokerage has plenty of upside. “We initiate coverage of Brown & Brown at Market Outperform with a $70 price target” JPMorgan upgrades Ameren to overweight from neutral JPMorgan said the utility company is a data center beneficiary. “We upgrade AEE to Overweight from Neutral following our bullish AGA meeting. With data center datapoints piling up, we have higher confidence in the company’s growth outlook and see the potential for the EPS CAGR to inflect higher.” Read more. Citizens initiates Regional Management as market outperform Citizens said the consumer finance company is firing on all cylinders. “We are buyers of shares of RM following the company’s 1Q earnings release and recent announcement of its Column partnership, which drive more confidence that the business has a significant growth runway ahead as the new management team looks to build out on its vision of a national omnichannel platform.” Goldman Sachs upgrades Occidental Petroleum to neutral from sell Goldman said it sees “improving efficiencies.” “With this note we are updating Occidental Petroleum (OXY) to Neutral from Sell following (1) meaningful progress on lowering absolute debt following asset sales and higher oil prices, (2) continued execution strength and progress on reducing the company’s capital intensity and operating cost structure,” UBS upgrades GE Healthcare Technologies to neutral from sell UBS said the stock is in a “valuation reset.” ” GEHC shares have declined c.30% since January, which we attribute to concerns around new product execution, China exposure and inflationary pressures, leaving the stock back near IPO levels and trading on ~12x 2027E PE.” William Blair assumes Dynatrace as outperform After a change in analyst coverage, the firm says the software company has a differentiated offering. “Dynatrace provides an observability platform for large enterprises that we believe is differentiated by its architecture.” Morgan Stanley reiterates Dell as underweight The firm raised its price target to $170 per share from $110 but says it’s sticking with its underweight rating ahead of earnings next week. “DELL’s near-term results are likely to be very strong thanks to GP/AI server strength and large enterprise spend pull-forward. But DELL now trades at an all-time (30%) premium to AI infra peers, and 2H uncertainty remains with memory inflation/supply risk only intensifying.” Argus upgrades Etsy to buy from hold Argus said it’s “encouraged by the improved metrics and the opportunities related to the company’s implementation of AI.” “We are raising our rating on Etsy Inc. (NGS: ETSY) to BUY from HOLD.” Oppenheimer initiates JBT Marel as outperform Oppenheimer said the food processing company has plenty of room for growth. “Formed through the merger of JBT and Marel, we believe JBTM is an interesting investment opportunity. It offers a unique combination of secular growth, high margin recurring revenues, margin expansion, and strong FCF generation.” Citi reinstates FedEx as buy Citi resumed coverage of the stock and said it sees a “favorable setup on self-help runway.” “We have renewed our rating on FDX after a period of Rating Suspended with Buy and $443 target price. Shares are +34% YTD on macro inflection, solid execution and spin-related value unlock.” Bank of America reiterates Amazon as buy The firm said Amazon Alexa for Shopping will “lead Amazon’s push into the Agentic Era.” ” Amazon recently launched Alexa for Shopping (“AfS”), integrating Rufus and Alexa+ into a single, more capable shopping assistant that marks a step forward in AI-driven eCommerce for Amazon.” Morgan Stanley reiterates Nvidia as overweight Morgan Stanley raised its price target to $288 per share from $285 following earnings on Wednesday and says the stock is the “best value in semis.” “NVIDIA posted numbers higher than our estimates and our preview, with a clean beat and raise on all metrics, with a significant Vera Rubin ramp ahead that should prove out their contention that NVDA hardware leads in AI factory economics. Best value in semis, remain OW/Top Pick.” Wolfe reiterates Meta as outperform Wolfe said it’s sticking with the “controversial” stock. “Meta has become a controversial stock. Against current valuation fundamentals, and new rev opportunities, we are buyers, tho we’ll need to remain patient. We share our detailed CapEx & Rev builds – we’re 27% and 3% above the Street.” UBS reiterates ASML as buy The firm said top pick ASML is firing on all cylinders. “Most Attractive Risk/Reward in the Sector.”
Here are Thursday’s biggest analyst calls of the day: Nvidia, Meta, Dell, FedEx, Amazon, Etsy, ASML & more
May 21, 2026
