Here are the biggest calls on Wall Street on Friday: Bank of America reiterates Apple as buy Bank of America called Apple the “highest quality name.” “We continue to view AAPL as a high-quality compounder despite underperformance YTD vs. S & P, supported by resilient Services growth and a healthy product cycle.” Mizuho downgrades NXPI Semiconductors to sell from outperform Mizuho said the semis company is too exposed to the auto sector. ” NXPI’s Big Auto Exposure a Headwind – 2026E Auto Outlook Softer with Geopolitical and Macro Headwinds.” Bank of America adds JPMorgan to the US1 list The firm added the banking giant to its top ideas list. “We are adding JPMorgan Chase & Co. ( JPM) to the US 1 List. We are removing Goldman Sachs Group Inc. (GS) from the US 1 List. GS remains Buy-rated.” RBC initiates Woodward at outperform RBC said the aerospace and defense company is best positioned. “We are initiating coverage of Woodward ( WWD) at Outperform and a $450 price target.” Bank of America reiterates Netflix as buy Bank of America said it’s sticking with Netflix following earnings. ” Netflix r eported a solid 1Q, modestly beating our forecast and guidance. Management reiterated its three core priorities including: 1) delivering more entertainment value, 2) leveraging technology to improve the service/business and 3) improving monetization, which all appear to be largely consistent with their prior strategy.” Read more. Goldman Sachs initiates Corvus Pharmaceuticals at buy Goldman said in its initiation of Corvus that the biopharma company has a differentiated offering in auto-immune and hematology. “Stock at an attractive entry point for the leading emerging oral option in the large post-Dupixent atopic dermatitis market.” Goldman Sachs initiates WeRide at buy Goldman said the autonomous driving company is a market share gainer. ” WeRide i s a leader in autonomous driving technology, offering comprehensive solutions across vehicles including Robotaxi, Robobus, Robovan and Robosweeper.” Rothschild & Co Redburn initiates Repligen at buy Rothschild said the bioprocessing company is a market leader. “We launch coverage of Repligen (New, Buy; PT $160), a pure-play bioprocessing company and leader in continuous manufacturing.” Oppenheimer reiterates Nvidia as outperform The firm is bullish on the stock ahead of earnings later this quarter. “Beyond agentic, physical AI to drive TAM expansion, in our view. NVDA ubiquitous AI platform best positioned to win, in our view. Blackwell +Rubin cumulative revenues $1T-plus in ’25-’27. Reiterate Outperform. Target $265.” Mizuho upgrades STMicroelectronics to outperform from neutral and Texas Instruments to neutral from underperform Mizuho said both stocks have a slew of tailwinds ahead. “We believe TXN and STM are beneficiaries of an Industrials recovery, with: 1) > 20% revs in Industrials, 2) exposed to key markets in A & D, Medical, clean energy.” Stifel upgrades Onto Innovation to buy from hold Stifel said the semiconductor capital equipment company has plenty of upside. “We upgrade Onto to Buy from Hold and increase our price target to $350, which at ~35x PE would still be a 10-15% discount to peers.” BMO initiates Netstreit at outperform BMO said it’s bullish on the commercial real estate company. “We are initiating coverage of NETSTREIT (NTST) shares with an Outperform rating and a $24 target price.” William Blair initiates W & T Offshore at outperform William Blair said the offshore drilling company is firing on all cylinders. “W & T takes virtually no operational risk focusing on production uplift of existing projects and ramping up acquired fields rather than drilling offshore exploration wells, with minimal 2025 capex for 34 workovers and 4 recompletions.” RBC initiates Golub Capital at outperform RBC said the business development company is well positioned. “We initiate coverage of GBDC with an Outperform rating and a $15 price target.” Morgan Stanley names Affirm Holdings a top pick Morgan Stanley said it sees a “rich” catalyst path ahead. ” AFRM is our Top Pick on upward estimate revision potential, overdone private credit fears, and a strong catalyst path.” Morgan Stanley names UnitedHealth a top pick Morgan Stanley named the health insurer company a best idea ahead of earnings. “This is not necessarily a call on the quarter, but a call on what should be a string of clean quarters that should drive incremental enthusiasm for UNH shares on the heels of a more favorable Final MA [medicare advantage] Rate.” UBS initiates Amneal Pharmaceuticals at buy UBS said the biopharma company has a compelling entry point. “We initiate AMRX at Buy/$19 PT. Recent pull-back due to macro (-14% over the last two months) provides attractive entry point for what we see as best-in-group growth profile in Spec Pharma group.” Bank of America upgrades Petrobras to buy from neutral The firm upgraded the Brazilian oil-and-gas producer and said it benefits from robust cash flow. “Our Buy rating on Petrobras is supported by a strong cash flow generation and low double-digit of dividend yield. In a high oil price environment, we see lower risk of a potential revision to its dividend policy.”