According to CNBC, Evercore ISI reiterated Netflix as outperform and raised its price target to $110 from $100, while JPMorgan reiterated Apple as overweight but said its checks show iPhone 18 delivery times are tracking below the iPhone 17 series during Week 1. UBS upgraded Allegiant to buy from neutral, saying it sees significant EPS growth over the next few years and believes the market is not fully pricing in the long-term earnings power of the combined Allegiant-Sun Country entity.

The roundup also included Bernstein reiterating Nvidia and Broadcom as outperform, Baird naming Valvoline a fresh pick after a 25% pullback, and Melius downgrading GE Aerospace, Honeywell Aerospace, Woodward, TransDigm and Heico to hold from buy. JPMorgan upgraded Iren to overweight from underweight, Wolfe upgraded Affirm to outperform from peer perform, and UBS raised its price target on General Motors to $114 from $102 while reiterating the stock as buy.