Here are the biggest calls on Wall Street on Friday: Bank of America reiterates Apple as buy Bank of America says it sees a host of tailwinds for Apple following earnings on Thursday. “We remain bullish on shares of Apple h eading into the remainder of 2026 given (1) iPhone revenues are tracking better than expected with record upgraders, (2) gross margins continue to show strength despite commodity headwinds, (3) AI enabled Siri will be available in 2026, (4) a foldable iPhone is expected this fall…” Read more. Bank of America downgrades Roblox to neutral from buy The bank says it's concerned about slowing demand following earnings. “While we acknowledge RBLX's ability to compress development costs, thereby compelling content velocity far in excess of the video game industry, the demand side of the platform has experienced a major stumble, the duration of which we have difficulty estimating.” Citi reiterates CoreWeave as buy Citi raised its price target to $155 per share from $126. “The stars continue to align for AI infrastructure leaders like CRWV, and we estimate at least +35-40% QoQ backlog growth this Q as diversification across hyperscalers, AI labs, and enterprise de-risks customer concentration.” Barclays reiterates SanDisk as overweight Barclays raised its price target on SanDisk t o $1200 per share from $750 following earnings. “The company is well positioned with zero debt and generating a significant amount of cash.” Morgan Stanley reiterates Reddit as overweight Morgan Stanley says the stock is cheap following earnings on Thursday. “Remain OW, $240 PT with RDDT screening inexpensive on EBITDA and EPS.” Needham initiates Alpha & Omega Semiconductor as buy Needham initiated the semis company and says it's firing on all cylinders. “We are initiating coverage of Alpha and Omega Semiconductor w ith a Buy rating and $50 price target. AOSL is entering a new growth cycle as end-market recovery sets in, AI data center adoption accelerates, and the…
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