Top Analyst Calls: Carlsmed, McGraw Hill & More

Major Wall Street firms released their latest analyst calls on Monday, revealing bullish views on various stocks. Here’s a summary of the top picks:

Several firms initiated coverage on companies they believe have strong growth potential. Goldman Sachs initiated Carlsmed (CARL) with a Buy rating and a 12-month price target of $19, citing an attractive risk/reward ratio. McGraw Hill was also initiated by Goldman with a Buy rating and a 12-month price target of $27.

Loop upgraded ServiceTitan to Buy from Hold, praising the company’s market leadership and strong survey results. MoffettNathanson initiated Live Nation with a Buy rating, citing secular demand and supply tailwinds in the global concert market. Bank of America also initiated NIQ as Buy, seeing an attractive risk/reward ratio for the consumer intelligence company.

UBS upgraded CVS to Buy from Neutral, following two strong consecutive quarters of execution. Citi initiated Duolingo with a Buy rating and a $400 price target, calling the stock a “language leader.” KeyBanc also upgraded Duolingo to Overweight from Sector Weight, citing the company’s price optimizations as an untapped growth lever.

Guggenheim upgraded Nextracker to Buy from Neutral, praising the solar technology company’s attractive valuation. RBC upgraded Sunrun to Outperform from Sector Perform, citing the Inflation Reduction Act and increasing utility rates as drivers of growth. Morgan Stanley initiated Viper Energy as Overweight, seeing the energy company as well-positioned with above-average growth potential.

In contrast, Bank of America downgraded Occidental Petroleum to Equal Weight from Overweight due to valuation concerns. Barclays reiterates Apple as Equal Weight, citing a lengthy permitting process for Tesla’s robotaxi and media reports indicating limited engagement with California regulators.

Other firms also released their analyst calls, including TD Cowen upgrading Epam Systems to Buy from Hold, Evercore ISI adding Target to the Tactical Outperform list, JPMorgan reiterating Netflix as Neutral, Melius reiterating Dell as Buy, Deutsche Bank initiating McGraw Hill as Buy, and Argus initiating Reddit as Buy with a $250 price target.

Source: https://www.cnbc.com/2025/08/18/monday-wall-street-stocks-by-analysts-like-nvidia.html