Here are Monday's biggest calls on Wall Street: Morgan Stanley upgrades Datadog to overweight from equal weight Morgan Stanley said it sees robust growth trends for Datadog. “The return of digital transformation & cloud migration initiatives and an emerging opportunity to monitor agentic apps are fueling accelerating core growth which should sustain thru 2027.” Wells Fargo upgrades ConocoPhillips to overweight from equal weight Wells said the oil and gas company has a compelling valuation. “We are upgrading COP to Overweight and raising our price target to $132, driven by an increase in dividend growth assumption within the DDM [dividend discount model] component of our valuation.” Bernstein upgrades Liberty Formula One to outperform from market perform Bernstein said investors should buy the dip. “We tactically upgrade Liberty F1 (FWONK) to Outperform into this year. The stock had a quiet 2025 (~flat), but we now see multiple avenues to inflect on upward estimate revisions tied to favorable deal-making in the year.” Bernstein reiterates Nvidia and Broadcom as top picks Bernstein said both stocks remain best ideas at the firm. “On the long side continue to like NVDA and AVGO as top picks as AI spending currently shows no signs of slowing, and valuations appear extremely attractive particularly as numbers seem to have a clear upward bias.” Barclays upgrades Amphenol to overweight from equal weight Barclays sees several tailwinds for the company. “We upgrade APH to Overweight and raise PT to $156 driven by strong tailwinds from APH content in data center AI architectures, the CCS [connectivity and cable solutions] acquisition tracking ahead of guidance, and content gains in all other end markets.” Bank of America reiterates Apple as buy Bank of America said it's bullish on Apple ahead of earnings later this month. “As we head into F1Q26 (Dec Q) earnings after market close on Thur Jan 29, we see upside to ST [street] ests given continued strong sales of iPhone &…
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