Here are the main analyst calls from Monday on Wall Street. Piper Sandler upgraded Rivian and Mobileye from neutral to overweight, citing a de-risked balance sheet and improved demand outlook for RIVN. Jefferies upgraded General Motors and Ford from hold to buy, forecasting free cash flows exceeding $10 billion in 2027 for GM. Bernstein maintained its outperform rating on Nvidia, highlighting that the datacenter opportunity remains large and early-stage. Deutsche Bank reiterated its buy rating on Tesla while lowering its price target to $420, as robotaxi and Optimus scaling have disappointed the market.
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