Here are Friday's biggest analyst calls: Apple, CoreWeave, Microsoft, Netflix, Walmart, Live Nation & more

Here are Friday’s biggest calls on Wall Street: Barclays initiates Eli Lilly at overweight Barclays said the pharmaceutical giant is a “market leader.” “Unlike the prior go-to treatments for obesity (i.e., diet and exercise), we do not view the medical treatment of obesity as a fad, and believe GLP-1(+)s represent a durable structural shift, with Eli Lilly likely to remain the market leader.” Read more. Barclays upgrades Etsy to overweight from equal weight Barclays upgraded Etsy following earnings. “At ~8x our new FY27 EBITDA, valuation isn’t stretched in absolute terms even though EBITDA growth is somewhat lackluster; as topline growth improves, we’d expect multiple expansion to follow suit. Upgrade to Overweight from Equal Weight, PT $72.” Citigroup reiterates Microsoft as buy Citi said investors should buy the dip on Microsoft. “We reiterate our Buy rating and note shares are at ~decade low valuations and a discount to the S & P500 on forward P/E– a level only briefly seen in 2022.” Goldman Sachs reiterates Broadcom as buy Goldman said it’s bullish ahead of Broadcom earnings next week. “Expect a solid quarter, with continued AI momentum.” Wedbush reiterates Netflix as outperform Wedbush urged investors to remain calm and keep buying the stock as the Netflix deal for WBD remains uncertain. “We expect volatility in shares until the April shareholder vote and Netflix’s Q1:26 earnings results. A lengthy regulatory process notwithstanding, we expect less overhang after the shareholder vote. Morgan Stanley reiterates GE Aerospace as overweight Morgan Stanley said it sees “multiple expansion.” “Initiate on GE Aerospace at Overweight with a $425 PT, driven by durable services growth, strong pricing power, and a pristine balance sheet. Consensus underestimates long term FCF, with further upside from earnings revisions and multiple expansion.” Read more. Morgan Stanley reiterates CoreWeave as equal weight The investment bank is cautious ahead of earnings on Feb. 26. " CoreWeave has secured and expanded large contracts from the most demanding GenAI users, though easing investor concerns regarding management’s ability to consistently execute on stated goals will require 1) exiting the year with > 850 MW of active power, 2) resolving prior data center delays, and 3) outlining a credible path to securing an additional 5 GW of capacity.” Canaccord initiates Terra Innovatum at buy Canaccord said shares of the nuclear company have plenty more room to run. “Initiating on NKLR with a BUY rating and $10 price target.” HSBC downgrades Walmart to hold from buy HSBC downgraded Walmart following earnings, citing slowing “momentum.” “The lack of immediate momentum means we cut our rating to Hold (from Buy) with TP of USD131 from USD122.” Read more. Morgan Stanley reiterates Live Nation as overweight The Wall Street bank raised its price target on the concert promoter to $185 per share from $170 following earnings. “After delivering DD% earnings growth in '25 , Live Nation expects to deliver similar or improved growth in '26. Executing through regulatory scrutiny and material changes to its ticketing platform, this growth underlines its ability to generate strong and sustained growth over time.” JPMorgan adds Wayfair to its analyst focus list JPMorgan added the furniture retailer to its focus list following earnings. “Overall, W reported strong results with sales beating estimates and two year stacks improving while adjusted EBITDA dollars were 11% above Consensus Metrix and grew 133% YOY.” Evercore ISI reiterates Apple as outperform Evercore says the “bear concerns” over Apple h ave mostly been removed. “Stock remains a relative underweight as folks spend time thinking through the iPhone 17 cycle and potential levers for upside in H2:26/CY27. Most investors concede that some of the severe bear concerns have been removed.” William Blair initiates Stryker at outperform William Blair says the medical technology company is best positioned among peers. “We are initiating coverage of Stryker Corporation with an Outperform rating.” Cantor Fitzgerald initiates Satellogic at overweight Cantor says the satellite imagery company is firing on all cylinders. “We initiate coverage of Satellogic Inc. (SATL) with an Overweight rating and a 12-month $7 price target.”