Wall Street analysts issued a broad set of Monday stock calls. Evercore ISI maintained Netflix at Outperform and raised its price target to $110 from $100, applying a 25-times multiple to projected 2028 earnings and citing stronger subscriber penetration and retention indicators in the U.S. and Japan. U.S. penetration reached 63%, Japan reached a record 22%, 58% of Japanese respondents said they were unlikely or entirely unwilling to cancel, and satisfaction remained at 67%. Netflix’s ad-supported Standard plan, live programming including the World Baseball Classic, and improving customer trends were cited as growth and retention drivers. Netflix shares were up 4.03% at $80.52 at publication, according to Benzinga Pro, compared with the $76 reference price in the earlier recommendation. JPMorgan kept Apple at Overweight but said early iPhone 18 delivery lead times in the U.S., China, Germany and U.K. were lower than those for the iPhone 17 Series during Week 1. UBS upgraded Allegiant to Buy from Neutral, while Bernstein reiterated Nvidia and Broadcom at Outperform and named both among its preferred AI infrastructure plays. Baird made Valvoline a Fresh Pick after a 25% pullback. Melius downgraded GE Aerospace, Honeywell Aerospace, Woodward, TransDigm and Heico to Hold from Buy, citing a negative expected rate of change. JPMorgan upgraded IREN to Overweight, highlighting its strategic partnership with Nvidia and position as a top-tier neocloud provider. Wolfe upgraded Affirm to Outperform from Peer Perform, and Berenberg initiated On Holding at Buy. Other calls included upgrades for Chime Financial, Zions Bancorporation, James Hardie, Ceva and Bullish; initiations on Lyntris, Freshworks, Korsana Biosciences and GSI Technology; and positive views on Fox, Paramount Skydance, SpaceX and Caterpillar. Baird downgraded several apparel companies, Wolfe cut Charter to Underperform, and Compass Point said Bullish was among the few public companies positioned to monetize tokenization. Netflix also faced a South Africa price probe, described as putting the stock under pressure.