Here are the biggest calls on Wall Street on Thursday: Bank of America reiterates Nvidia as buy The firm said Nvidia remains “compelling” following earnings. “Reiterate Buy, top sector pick as AI demand continues to strengthen, supply is being well-managed, EPS estimates continue to be revised up, while the stock’s valuation remains compelling given potential for 40%+ EPS growth rates.” Read more . Deutsche Bank upgrades Bullish to buy from hold Deutsche sees an attractive risk/reward for the crypto company following earnings. “We are upgrading Bullish ( BLSH) from Hold to Buy post 3Q25 earnings.” Goldman Sachs reiterates Microsoft as buy Goldman is sticking with the Windows parent after a series of meetings with management. “We believe Microsoft is one of the most compelling investment opportunities in the technology industry and across sectors.” Morgan Stanley upgrades Apollo Global and Nasdaq to overweight from equal weight Morgan Stanley says it sees better earnings visibility for Apollo and revenue growth for Nasdaq. “Upgrade APO to OW on improved earnings visibility. …. .Upgrade NDAQ to OW from EW as cyclical tailwinds of cap mkts recovery drive organic revenue growth acceleration, while its business transformation gains momentum.” Rothschild & Co. Redburn initiates Bruker as buy The investment bank says it’s bullish on the analytics instrumentation company. “Nevertheless, we view Bruker as well positioned to return to above-market EPS growth from 2026E, bolstered by its leadership in proteomics and demand for next generation systems such as mass spectrometry, which is critical to complex biologic analysis.” Raymond James upgrades Jack Henry to strong buy from market perform Raymond James sees “compelling catalysts” ahead for the financial services company. “We are upgrading JKHY to Strong Buy from Market Perform and establishing a $198 target price, representing 19% upside from yesterday’s close. Importantly, we see the combination of potential upside to near-term estimates and a meaningful share gain opportunity driven by a major competitor’s core consolidation over the mid-term as two compelling catalysts.” Raymond James upgrades First Citizens Bancshares to strong buy from outperform The investment bank says investors should buy the dip in the regional bank. “We are upgrading shares of First Citizens to Strong Buy from Outperform. FCNCA shares have had a difficult 2025, declining 13.4% YTD compared to the 15.8% YTD increase in the large-cap bank index.” UBS initiates nVent Electric at buy UBS sees “data center and power demand” benefiting the electric company. “We initiate with a Buy rating as NVT benefits from outsized demand trends in data center and power infrastructure.” UBS initiates Modine Manufacturing as buy UBS says Modine is a data center beneficiary. “We initiate on shares with a Buy rating and $173 price target. The company makes cooling systems for hyperscale, colocation and neocloud customers globally. Its 30% exposure to data center markets should allow for 15% average annual revenue growth through fiscal 2029.” Piper Sandler initiates Roper Technologies at overweight Piper says the company is a long-term compounder. “In recent years Roper Technologies has accelerated the company’s transformation from a manufacturer of industrial products to a vertical software franchise with operations spanning healthcare, education, financial services and logistics.” Goldman Sachs reiterates Block as buy Goldman says the stock remains compelling following its investor day. “We reiterate our Buy rating on Block , and come away with increased conviction around the sustainability of top line acceleration across both segments, supported by distribution and go to market investments in Seller, accelerating product velocity and innovation in Cash App, and underpinned by the company’s investments in AI and business automation across the entire organization.” Bank of America initiates Korea Electric Power Corp. as buy The bank says it sees a re-rating ahead for the Korea electric company. “We initiate coverage of KEPCO – Korea’s sole electricity distributor and key nuclear EPC [engineering, procurement construction] provider – with a Buy rating…” Barclays upgrades Marsh & McLennan to overweight from equal weight Barclays says the insurer is best positioned. “We believe Marsh offers stronger relative value and more downside protection as estimates on Consulting have revised down closer to trough levels in our view, leading us to upgrade MMC from EW to OW.” Morgan Stanley reiterates Amazon as overweight Morgan Stanley says Amazon Web Services growth upside remains high. “AWS accelerating to mid-20%+ growth remains key to AMZN multiple re-rate and our OW call. $315 PT (~40% upside).” Piper Sandler reiterates Tesla as overweight Piper called Tesla’s full self driving product “truly impressive” following a series of investor meetings. “We think FSD is a truly impressive product that is (probably) already better at driving than the average American. A flawless robo-taxi ride to the hotel reinforced our conviction in this statement. Bank of America reiterates Palo Alto Networks as buy Bank of America says it’s sticking with the stock following earnings. “Our Buy is based on strong financials across the majority of Palo Alto’s business.” Bank of America reiterates Dell as buy Bank of America lowered its price target on Dell to $160 per share from $170 ahead of earnings next week. “Our Buy rating is based on broad product portfolio, upside from AI, growth faster than the market, continuing share gains, and opportunity to grow margins over the next several years…”