Here are Thursday's biggest analyst calls: Nvidia, Meta, Apple, Netflix, Roku, McDonald's, Micron & more


Here are the top Wall Street calls for Thursday: Barclays introduces Jabil as an overweight and Flex as a technology manufacturer. Barclays also introduced several other technology manufacturers on Thursday, citing margin expansion. “We initiate JBL and FLEX, with OW ratings of $134 and 35 PTs respectively. According to our opinion, both companies will benefit from the secular tailwinds of EV, healthcare and renewables, as well as cloud growth. Consumer end markets, however, have bottomed out. Wells Fargo introduces Valvoline to its portfolio as an overweight. Wells stated that Valvoline has plenty of room to grow. VVV has a quality model with category-leading comps and accelerating unit growth. You can read more about this call by clicking here. HSBC buys Goldman Sachs, Morgan Stanley HSBC bought several banks. It said that it expects “high single-digit to low-double-digit revenue growth” in 2024. Goldman Sachs, Morgan Stanley and other banks are best placed to take advantage of a rebound in investment banking activity after a decade-long slump. They should see high single-digit and low double-digit revenue growth by 2024. You can read more about this report here. Wells Fargo upgrades McDonald’s from equal to overweight weight Wells stated that McDonald’s was “best positioned” to weather the storm. Shares have fallen and we see a chance to own an operator that is best in class, with a clear comp/margin uplift and looming catalysts NT