Here are Friday’s biggest calls on Wall Street: UBS upgrades Accenture to buy from neutral UBS said the IT services company has AI optionality. “We upgrade the ACN stock to Buy from Neutral as we see opportunity for multiple expansion as the market anticipates accelerating revenue growth amid AI optionality.” UBS upgrades Wolverine World Wide to buy from neutral UBS said it sees sales growth and margin upside for the footwear manufacturer. “We have increasing conviction WWW’ s sales growth rate should accelerate.” JPMorgan reiterates Netflix as overweight JPMorgan said it’s sticking with its overweight on Netflix following Thursday’s earnings report. “Strong 2Q Results w/Increases to Full-Year Revenue and Operating Income.” Morgan Stanley upgrades Arm to overweight from equal weight Morgan Stanley said Arm products are “fundamental to the successful emergence of edge AI – mobile, autos, PCs and more.” “We view Arm as a bunch of options on the emerging Edge AI space with potential for upside through custom silicon, new designs and extensions.” Bank of America reiterates Amazon as buy Bank of America said it’s sticking with its buy rating following Amazon’s Prime Day. “Overall, we think Amazon delivered a strong Prime Day, with record-breaking signups for Prime and the overall y/y Prime Sales benefit (including early deals) at or above expected Street ests for 3Q GMV [gross merchandise volume] growth.” Bank of America reiterates Nvidia as buy Bank of America said Nvidia is a top AI and cloud pick. “We like AVGO/ NVDA /MRVL here, with AVGO as our top overall networking pick.” Oppenheimer reiterates Meta as outperform Oppenheimer raised its price target on Meta to $525 per share from $500 and says the stock is now derisked. “Since the presidential debate, META has underperformed NASDAQ 850bps on possible repeal of TikTok ban, tariff risk for China advertisers, and long-running feud with Trump & Vance views on regulating Big Tech.” William Blair initiates Trupanion as outperform William Blair said it’s bullish on shares of the pet health insurance company. ” Trupanion is a unique, high-value offering.” Needham reiterates Coinbase as buy Needham said it’s sticking with buy rating on shares of Coinbase . “We view increasing odds of a Trump victory as positive for crypto from a regulatory and volume standpoint, and see upcoming ETH ETFs, and the bitcoin set-up post halving as additional positive drivers later this year.” JPMorgan downgrades Choice Hotels and Host Hotels to underweight from neutral JPMorgan said in its downgrade of the hotel chain that they are “underperformers.” “In terms of ratings changes, and in the interest of having a balanced rating system within our coverage universe, we lower are ratings on CHH and HST to Underweight from Neutral, though we see them as relative underperformers versus outright and absolute shorts.” Wedbush initiates Canada Goose as outperform Wedbush said it’s bullish on the outerwear clothing company. “We are initiating coverage of GOOS with an Outperform rating and a 12-month price target of $21.” UBS upgrades Ameren to buy from neutral UBS upgraded the electric services company and said regulatory risks are “overly discounted.” “We resume coverage of AEE with a Buy rating (prior Neutral) and $87 price target (prior $81).” JPMorgan upgrades AnaptysBio to overweight from neutral JPM said it sees a slew of positive catalysts ahead for the biotech company. “We are upgrading AnaptysBio (ANAB) to Overweight from Neutral and establishing a December 2025 price target (PT) of $69 (prior $29 December 2024 PT).” Barclays downgrades Molson Coors to underweight from equal weight Barclays said in its downgrade of the stock that it sees too much “downside risk.” “After taking a broad look at our coverage universe and considering the balance across our ratings distribution, TAP stood out as a name where we see relatively greater downside risk.” Cantor Fitzgerald initiates Lilium as overweight Cantor said it’s bullish on shares of the electric vertical take-off & landing aircraft company. “We initiate coverage of Lilium (LILM) with an Overweight Rating and a $2 Price Target.” Evercore ISI reiterates Apple as outperform Evercore said it’s standing by its outperform rating on the stock following a series of iPhone upgrades survey checks. “The survey increases our confidence around a stronger for longer iPhone super cycle assuming Apple can deliver on the features. Services business continues to be full steam ahead and growth among newer Services show how efficiently Apple can monetize its install base.” JPMorgan reiterates Carvana as overweight JPMorgan raised its price target on Carvana ahead of earnings on July 31 to $155 per share from $150. “Expect Another Beat and Raise as CVNA Continues to Buck the Trend on Share/Margins.” Melius reiterates Broadcom as buy Melius said it’s sticking with its buy rating on Broadcom. “The TAM of Broadcom’s AI opportunity can be simplified as Consumer Internet giants prepare for clusters based on custom silicon and Ethernet networking.” Morgan Stanley reiterates Hasbro as overweight Morgan Stanley said after analyzing data from Sensor Tower that it’s bullish on Hasbro’s Monopoly Go! game. The firm says the toy company is a top pick. “We are encouraged that Hasbro’s Monopoly Go! shows similar characteristics to peers & believe the market may be underestimating the durability of revenue & step-up in profitability as these types of games mature.”