Here are the biggest demands on Wall Street on Friday: Piper Sandler launches Q2 Holdings as overweight Piper said the second quarter was the top idea for its software banking solutions company. “Its core-agnostic architecture, broad platform, improved margins, debt-free balance sheet, and FCF transformation support the clearest path to sustainable growth.” Bernstein launches Shopify, outperforms Bernstein said the company is well-positioned when it comes to AI. “As a commerce enablement platform, Shopify sits at the center of a technology Venn diagram that spans e-commerce, software, and payments.” Read more. RBC says it’s outperforming Dell RBC said it sees “demand for AI infrastructure.” “We initiate coverage of DELL with an Outperform rating and a price target of $640. UBS initiates acquisition of Corsana Biosciences UBS said the biotech company has a lot of upside potential. “We initiate coverage of Corsana Biosciences KRSA with a buy rating and a price target of $55.” Rothschild & Co. Redburn reiterates Nvidia as a buy The company said it is bullish on its acquisition of Hugging Face. JPMorgan initiates Old National Bancorp as overweight JPMorgan says regional bank has ‘best-in-class return metrics’ “We initiate coverage of Old National Bancorp (ONB) with an overweight rating and a price target of $32 December 2027” KeyBank initiates Linde as overweight KeyBank says the stock isn’t cheap, but it’s “best in class.” “We begin coverage of LIN on OW at $542 PT.” Raymond James launches Rocket Lab as outperform The company said the stock is compelling. “We begin coverage of Rocket Lab, an emerging vertically integrated space platform, with an Outperform rating and $80 price target.” Evercore ISI reiterated SpaceX as outperforming Evercore said it remains committed to SpaceX. “As we monetize the AI infrastructure opportunity, we are also seeing a more aggressive competitive posture emerging in the mobile space.” DA Davidson reiterated his buy on Palantir, and the firm raised its price target for Palantir. ” Palantir’s AIPCon11 focused on AI sovereignty, and that approach appears to be well received by customers. “We see PLTR’s runway getting longer and raise our price target to $250 from $200.” JP Morgan says biotech still has room to run, begins acquisition of Dianthus Therapeutics “We initiate coverage on DNTH with an OW rating and a December 2027 PT of $135.” Mizuho starts Chesapeake Utilities on outperform Mizuho “We start Chesapeake Utilities (CPK) on outperform and set a PT of $150 per share.” Bank of America said growth will accelerate following Thursday’s earnings report, adding, “Our bullish view on Oracle upgrades to a neutral acquisition from Bank of America.” “Following the recent downgrade of Sonoco to ‘neutral’, we are upgrading International Paper to ‘buy’ from ‘neutral’. “We are raising our price forecast for containerboard, along with other grades, and this is the primary driver of our forecast and rating change.”Morgan Stanley reiterates that Tesla is equally weighted The company ups its bullish stance on the stock. said the company’s self-driving truck software is promising: “Self-driving trucking can deliver 2.3x higher utilization rates, 20% lower costs per mile, and 6x higher profits per truck compared to human driving. Tesla Semi is smaller, but with FSD rates of $0.85 to $1 per mile (approximately $12 to $18,000 per truck per month), you can move more units with lower production volumes.
