(This is CNBC Pro's live coverage of Friday's analyst calls and Wall Street chatter. Please refresh every 20-30 minutes to view the latest posts.) An outdoor container maker and a salad chain were among the stocks being talked about by analysts on Friday.
Bank of America upgraded Yeti Holdings to a buy. Meanwhile, Wall Street analysts reacted to Sweetgreen's latest quarterly figures, with Goldman Sachs calling for more than 50% upside. Check out the latest calls and chatter below.
All times ET. 5:49 a.m.
: Nvidia can rally 25%, Mizuho says Mizuho upped its price target on Nvidia with earnings on the horizon. Managing Director Vijay Rakesh hiked his target on the artificial intelligence darling to $132 from $127.50, now implying a 25.
8% upside from Thursday's close. Rakesh kept his outperform rating. Rakesh said the company's Aug, 28 earnings report should be the next major catalyst for the stock and other AI-related names.
He said Nvidia "continues to lead the charge" and is the "winner" within the graphics processing unit space of AI. More specifically, he said the focus may shift from the B100 and B200 graphic processing units to GB200 and NVL 36/72. Rakesh added there could be a "strategic" shift to air-cooled B200A/210A models, which he called a "win-win" when it comes to both performance and power.
Rakesh's call comes amid a recent rough patch for shares after a monster rally. Nvidia has slipped 15% since the third quarter began, but the stock is still higher by a whoppin.