Wall Street analysts issued 28 ratings changes and initiations on Friday across technology, financial services, energy, health care, industrials and defense. The calls included Morgan Stanley naming Nvidia a top pick and initiating Vylor and Enliven Therapeutics as overweight, while Wells Fargo initiated BlackRock, Design Therapeutics and Interactive Brokers at overweight. KeyBanc upgraded Airbnb, RBC raised Arxis, Allegro Microsystems and Onto Innovation, and Piper Sandler upgraded Alerus Financial. Other recommendations included Bank of America reiterating Apple as buy after App Store revenue reached $8.8 billion in F4Q26, Citi maintaining buy ratings on Netflix and Strategy, and Bernstein reiterating Nike as outperform. Analysts also cited catalysts ranging from durable product-led growth and artificial-intelligence exposure to semiconductor spending, networking expansion, drilling demand and potential earnings upside. RBC downgraded Northrop Grumman to sector weight and reduced its price target to $525 from $640.