Wall Street's Bold Moves: A Look at Monday's Biggest Stock Picks

Wall Street analysts made some big moves on Monday, shaking up the stock market with their bold predictions. Morgan Stanley, for instance, gave Datadog a thumbs up, saying the company's growth is set to keep climbing until 2027. They're betting big on Datadog's ability to monitor new apps and keep up with the digital transformation trend. Wells Fargo also joined the party, upgrading ConocoPhillips and raising its price target to $132. They're bullish on the oil and gas company's valuation and dividend growth. Meanwhile, Bernstein upgraded Liberty Formula One, saying now is the time to buy the dip. They see multiple opportunities for the company to boost its estimates in the coming year. But it wasn't all upgrades. Barclays downgraded Snowflake, citing concerns about its valuation and increased competition. They think the stock has had a great run and it's time to take a step back. Bank of America, on the other hand, is sticking with its buy rating on Apple ahead of its earnings later this month. They're expecting strong sales of iPhones and double-digit growth in services revenue. HSBC also initiated coverage on Netflix with a buy rating, seeing the current share price pullback as an opportunity to invest. Morgan Stanley initiated coverage on Medline, the largest medical distributor in the US, saying it's well-positioned to gain market share. Citi, meanwhile, reiterated its buy rating on General Motors, raising its price target to $98. Citi also upgraded Zoom and Palantir to buy, seeing clear growth catalysts for both companies. Susquehanna upgraded Applied Materials, expecting higher spending on wafer fab equipment to benefit the stock. UBS upgraded Vista Energy, calling it an appealing growth story.Goldman Sachs assumed coverage on Microsoft with a buy rating, saying it's still one of the best growth stories in technology. B. Riley upgraded Airbnb, seeing an attractive valuation and prospects for sustained growth and margin expansion. Morgan Stanley upgraded Akamai, saying the company's evolution from a content delivery provider to a cloud infrastructure and security platform is approaching an inflection point. Bank of America upgraded Comcast, expecting strategic action for NBCU in 2026. Wells Fargo reiterated its underweight rating on Tesla, raising its price target to $130 but still seeing risks in the company's vision-only approach to robotaxis. Bank of America reiterated its buy rating on Roku, commending the company's transformation and diversification of revenue. Wells Fargo reiterated its overweight rating on Amazon, expecting positive revisions for AWS in 2026. They also reiterated their overweight rating on Meta, expecting solid earnings and outlook for 2026. However, they lowered their price target to $795. Wells Fargo reiterated its equal weight rating on Alphabet, raising its price target to $350 but expecting disruption and headwinds from the upcoming format transition to conversation search. Baird upgraded Pool Corp to outperform, seeing an attractive valuation and overblown competitive fears. Morgan Stanley upgraded Appian, seeing an attractive risk/reward given the company's durable growth and improving operating margins. UBS initiated coverage on Andersen Group with a buy rating, seeing plenty of room for growth. Citi added a positive catalyst watch on ServiceNow, anticipating a strong upcoming quarter driven by a potential modest budget flush.