Bank of America upgrades DraftKings to Buy, seeing 45% upside as prediction markets turn into a win-win
BofA upgraded DraftKings to Buy with a $27 target, about 45% above the last close, citing less cannibalization and bottoming estimates.
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Citi Upgrades Harley-Davidson to Buy, Sees 34% Upside to $33
Citi points to steadier U.S. demand, cost reductions, and a major 2027 product launch as key catalysts.
JPMorgan Calls Sable Offshore a Special Situation, Targets $10
Sable Offshore draws an Overweight and $10 target from JPMorgan, implying about 204% upside if Hondo restarts and sales improve.
Morgan Stanley Puts Nvidia Back as Its Top Chip Pick on a Modest Valuation
Morgan Stanley reinstated Nvidia as its top chip pick, citing a 15x fiscal 2028 earnings multiple after meetings with Huang and Kress.
Bernstein Calls Networking and Optical Stocks AI Winners, Led by Celestica
Bernstein’s top pick is Celestica at $520. It also rates Lumentum, Coherent and Ciena Outperform on AI data-center demand.
Rocket Lab Called a Core Holding for Space Bulls as Citi Starts Coverage at Buy
The bank cites proven Electron flights and rare regular access to orbit.