Monday's biggest analyst calls on Wall Street
CNBC••general
Key Points:
- Morgan Stanley upgraded Datadog to overweight, citing strong growth driven by digital transformation, cloud migration, and new monitoring opportunities expected to sustain through 2027.
- Wells Fargo upgraded ConocoPhillips to overweight due to compelling valuation and increased dividend growth assumptions, raising its price target to $132.
- Bernstein upgraded Liberty Formula One to outperform, recommending buying the dip amid expected upward estimate revisions tied to favorable deal-making.
- Citi upgraded Zoom and Palantir to buy from neutral, highlighting Zoom’s undemanding valuation and Palantir’s anticipated "supercycle" growth in 2026.
- Multiple firms, including Bank of America, UBS, and Goldman Sachs, reiterated or upgraded top tech and energy stocks such as
