Here are the biggest calls on Wall Street on Wednesday: Bank of America reiterates Dell as buy Bank of America raised its price target to $163 per share from $160 following earnings on Tuesday. “We remain bullish on shares of DELL where we expect long term EPS growth of 15% over the next five years.” Morgan Stanley reiterates Pinterest as overweight Morgan Stanley lowered its price target to $32 per share from $41 but said it’s sticking with the stock. “PINS’s revenue trends continue to come in lower than expected amid macro pressures and low advertiser diversity but with PINS trading at ~12X ’26 EBITDA on ~15% rev growth we remain OW and discuss 3 key catalysts from here. PT to $32, but remain OW.” Goldman Sachs reiterates Broadcom as buy Goldman raised its price target on Broadcom to $435 per share from $380. “We believe expectations are elevated and investors are positioned positively heading into the quarter, given strong peer results (Nvidia), and positive datapoints from Google with its Gemini 3 release.” Read more. Guggenheim initiates Kyndryl Holdings as buy Guggenheim said the IT infrastructure services company is firing on all cylinders. “Since its 2021 spin-off from IBM Kyndryl Holdings management has been actively reshaping its business through the ‘Triple A’ program—Alliances, Advanced Delivery, and Accounts—to elevate quality of signings, automate and standardize delivery, and enforce contract discipline, driving improved profitability and positive free cash flow in a large, slow-growing TAM segment with high barriers to entry and a limited number of scaled competitors.” Bernstein reiterates Nvidia as outperform The firm said it’s sticking with Nvidia following the memo it sent out to Wall Street analysts. “We believe the company’s responses to these points are broadly valid and useful. However, the memo appears to have been sent only to the sell side. Consequently, given the attention it has drawn we have fielded many, many requests from investor clients today for it.” JPMorgan reiterates Amazon as overweight The investment bank said buy the dip in Amazon shares. “Despite strong 3Q earnings that delivered AWS’ fastest growth in 11 quarters and considerable clarity across a number of key AWS questions, AMZN shares retraced to pre-earnings levels and are -10% off November highs.” Deutsche Bank upgrades Autodesk to buy from hold Deutsche Bank said the software company is well positioned. “We are upgrading shares of Autodesk to Buy from Hold and raise our TP to $375 from $345 after the company reported very healthy F3Q results.” JPMorgan upgrades Autoliv to overweight from neutral JPMorgan said it sees a growth opportunity in China. “We upgrade Autoliv from Neutral to Overweight, driven by our analysis that China represents a transformational growth opportunity for the company.” JPMorgan upgrades Atmus Filtration to overweight from neutral JPMorgan said it sees a “diversification of portfolio” for the filtration company. “After briefly moving to the sidelines last quarter due to a lack of positive near- term catalysts, we are returning to an Overweight rating for ATMU from Neutral for the following reasons: Diversification of portfolio = valuation unlock.” Read more. Rothschild & Co Redburn initiates XPO at buy The boutique firm said it sees margin expansion on deck for the trucking company. “Lastly, XPO (new, Buy) is in a densification/optimisation phase, where service, mix and network density improvements should drive margin expansion.” UBS reiterates Netflix as buy UBS said if Netflix buys Warner Bros Discovery it would be an “immediate jolt to engagement and pricing power.” “We expect a strong quarter for Netflix given 4Q programming and believe the stock could approach recent highs.” TD Cowen initiates Astronics at buy TD Cowen said it’s bullish on shares of the aircraft power systems company. “ATRO is a market share leader in aircraft in-seat power systems, offering C26E/C27E EPS growth of 30%/10% on > 7% sales growth.” Morgan Stanley names ASML a top pick Morgan Stanley said the semiconductor equipment company is too attractive to ignore. “Given the recent share price decline, we see this as an attractive entry point to the stock and move ASML to our Top Pick in European semis.” Piper Sandler upgrades Oscar Health to overweight from neutral Piper said the healthcare company is executing well. “We believe OSCR has designed and priced CY26 product for adversity.” Deutsche Bank reiterates Oracle as buy The bank said in an analysis that Oracle is getting “little if any credit for its business with OpenAI at the current share price” and that investors should buy the dip. “This exercise intends to help frame the risk/reward currently embedded in shares, which we’d argue skews strongly to the upside and amidst the pullback presents an attractive entry point for investors when looking at Oracle’s business in totality.”