US Top News and Analysis | Here are Friday's biggest analyst calls: Apple, AMD, Intel, Oracle, Caterpillar, Shake Shack & more
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Friday’s analyst roundup highlighted a wave of upgrades and downgrades across tech, industrials, consumer and energy stocks. Evercore raised Intel to “outperform” after a stronger balance sheet and new CEO, while Citi upgraded it to “buy” on AI‑driven CPU demand; DA Davidson also moved AMD to “buy” ahead of its earnings. Wedbush initiated coverage of Oracle with an “outperform” rating, and Needham upgraded Maxlinear to “buy” after a 1Q26 beat. Guggenheim launched a “buy” on Shake Shack, and Bank of America reaffirmed Caterpillar as a “buy” with a higher price target. Morgan Stanley lifted Phillips 66 and British American Tobacco to “overweight,” but cut Freeport‑McMoRan to “overweight” from equal weight. Stephens initiated Rocket Companies as “overweight,” JPMorgan started Hims & Hers at “overweight,” and TD Cowen reiterated Apple as a “buy” ahead of its earnings. Other moves included upgrades to Gold Fields (Canaccord), Ascentage Pharma (Deutsche Bank), and Polaris (Raymond James), and downgrades for Bloomin’ Brands (JPMorgan) and Comcast (Deutsche Bank). The consensus points to optimism for semiconductor and AI‑related demand, while caution remains on commodities‑linked stocks.
Read more: https://www.cnbc.com/2026/04/24/friday-wall-street-analyst-calls-like-apple.html
#Apple #Intel #Oracle #Caterpillar #ShakeShack
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