Morgan Stanley reiterates Apple, Microsoft and Meta as overweight The firm says "mega-cap tech under-ownership narrows" in the third-quarter but that it's sticking with all three stocks. "
UBS upgrades Comfort Systems to buy from neutral UBS says the HVAC company is a beneficiary in tech and data center cooling.
UBS upgrades American Water Works to buy from neutral UBS says it sees "consistent" total returns for the water company. "
Jefferies reiterates Netflix as buy The firm raised its price target on the stock to $1,000 per share from $800.
TD Cowen names Datadog a best idea The firm says the stock is a top idea in 2025.
Persons:
Stifel, it's, Morgan Stanley, Okta, –, Jefferies, Uber, Needham, Joby, Piper Sandler downgrades Kraft Heinz, Piper, Kraft Heinz, Piper Sandler, Paul, Tyson, NFLX, TD Cowen, United, Datadog, Scott Thomson, it's bullish
Organizations:
Nvidia, Apple, Microsoft, Barclays, UBS, Comfort Systems, Works, Edison Electric, Kraft, Apollo, TAM, Netflix, Bank of America, Bank of, Scotiabank, JPMorgan
Locations:
Bank of Nova Scotia, robotaxis