Here are the biggest calls on Thursday to Wall Street: JPM reiterates the Texas instruments while JPM overweight lowered its lens to action at $ 195 per share, against $ 230, but said that it sticks to Texas Instruments after the benefit on Wednesday. “Texas Instruments has delivered mar-qtr results better than expected (income / margins / gains) and provided a solid perspective of 2q.” Bank of America reiterates IBM while Buy The Firm said IBM remains a defensive participation after income on Wednesday. “Repeat the purchase while we continue to consider IBM as a defensive investment with the improvement of the growth of Rev, which in turn leads to higher cash flows which can be reinvested for more mergers and acquisitions thus stimulating structural growth more over time.” Goldman Sachs reiterates ServiceNow while Buy Goldman Sachs increased his lens on action to $ 1,150 per share, against $ 1,050 after the profit on Wednesday. “We reiterate our purchase rating and increase our price target to $ 1,150 on serviceNow after solid F1Q results with outperformance on all key measures.” Bernstein reiterates at & t while outperformance Bernstein said that AT&T is a “refuge” after income on Wednesday. “The number of subscribers is increasing, more submarines are groupings and the margins are developing – all ahead of expectations.” Argus reiterates Tesla, because buying Argus said that actions are too imperative to ignore at current levels. “Looking towards the future, despite a much lower than expected 2025 first quarter of 2025, we expect Tesla“ Managing through the currently difficult landscape of the global industry of electric vehicles and emerges as a winner, highlighted by an updated range of products, including a new “affordable” electric vehicle, model 2, for which we had defended. ” Deutsche Bank reiterates the meta because the company lowered its price target to $ 650 per share, against $ 800 before profit next week. “Since the 4Q printing, the meta-star has removed macro uncertainty and the high position, underperform from the market, down 24% compared to the S&P 500 to -12%. Our announcements verifications indicate that although there was a weakness of the discretionary consumption expenses starting in the middle of the FEB before the announcement of the price, the advertising expenditure was strong in the 1q.” HSBC improves TE connectivity to purchase in HOLD HSBC has improved the manufacturer of electronic drivers after revenues and said that it sees “improving exposure to AI, limited tariff risk and attractive assessment”. “The company underlined in the conference call on the results that it is largely protected from the current tariff war, because 70% of its production is located on the markets in which it sells. Connectivity expects that prices increase its costs by 3% on 3qfy25, which management expects to compensate largely by implementing 2% of price hikes and by fixing a favorable effect price source. ” JPMorgan modernizes cadence design systems in the overweight of neutral JPMorgan said that he saw “high -quality defensive growth” for the computer software company. “We improve the CDNs to the overweight of the neutral given the Cy24 sub-performance in the stock combined with the YTD decline (down 12%), which, in our view, creates an attractive entry point for this high-quality defensive growth activity and offers ~ 20% + upward of our new price target of $ 325.” Bank of America reiterates Apple, because Buy The Firm lowered its course goal to $ 240 per share, against $ 250, but said it was next to the action. “We expect Apple to point out the increase in income estimates drawn by a certain pre -selection of demand (motivated by price concerns).” Piper Sandler Réesère NVIDIA overweight, the company said it sticks to the action despite the information according to which the controls of the American fleas could benefit the competitors of NVIDIA. “Economic war with China is expected to continue the Trump administration and the efforts on both sides to make the matter of business more difficult will probably not stop in the future. As such, all future generations of calculation fleas for China from NVDA will most likely be threatened in our opinion.” Deutsche Bank improves M&T Bank and Huntington Bancshares to buy from Hold Deutsche Bank improved several regional banks on Thursday and said they were attractive. “Post 1q results, we remain convinced that banking stocks have a background and we improve our notes on hban / MTB to buy from Hold. We see more increase in large regional ones compared to the mega-stakes for most of the lower P / E assessments.” Citi reiterates Amazon while Buy Citi said he sticks to the action before the profits on May 1. “Although we recognize the challenges of the visibility of prices and macro, Amazon remains basic internet maintenance and with actions negotiated at 25x our` 26th Gaap EPS and 10x our `26th EV / EBITDA, we reiterate our purchase note and $ 225.” Goldman Sachs reiterates a chipotle while the purchase of Goldman Sachs said he was standing by chipotle after income on Wednesday. “Overall, management has presented a cautious tone on short -term trends, indicating that traffic would probably remain negative in 1h25 trained by high levels of uncertainty influenced on consumption expenditure.” Goldman Sachs reiterates Microsoft while the purchase of Goldman Sachs said that Microsoft was well positioned for artificial intelligence before its report on April 30. “We reiterate our purchase rating while reducing our PT to $ 450 ($ 500 before) while we mark our multiples.” Piper Sandler improves Edwards Lifesciences to the overweight of Neutral Piper Sandler declared in its upgrade of Edwards that he sees a path to two -digit growth for the Société de la Sciences de la Vie. “We improve the actions of EW to OW (from N) and increase our course goal to $ 80 (against $ 73).” Wells Fargo reiterates Goldman Sachs while overweight Wells Fargo said that the investment bank giant is well positioned for growth. “GS is one of the best investment banks for organic growth and reflects a leverage game on capital market growth, although the risk that business war activity derails more than we have already reflected in our lower profits estimates.” DA Davidson improves utz to buy from DA Davidson neutral said that the snack category is “rare”. “While recognizing the difficult band through food, we see a favorable risk for UTZ, pointing to 1) the following part of savory snacks is firmly, in the middle of the promotion of the category and the force of the company in the unlocked channels 2) UTZ delivered too much to the transformation of the supply chain, which could cause revisions to increase the benefits if the company supports recent sharing …”
