Key Analyst Recommendations for Wednesday: Nvidia, Netflix, Microsoft, DoorDash, Generac, MP Materials, and Others
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 19 2025
0mins
Should l Buy JEF?
Source: CNBC
Jefferies and Baird Upgrades: Jefferies upgraded DoorDash and Zions Bancorp to buy, citing improved growth outlooks, while Baird upgraded Simmons First National to outperform, suggesting a more attractive risk/reward in regional banks.
Nvidia and Microsoft Outlook: William Blair reiterated Nvidia as outperform due to strong AI demand, and JPMorgan maintained an overweight rating on Microsoft, highlighting its innovative approach to integrating AI in business operations.
Goldman Sachs Initiatives: Goldman Sachs initiated coverage of MP Materials with a buy rating, citing significant value, and upgraded Medtronic to neutral, noting improving fundamentals in the med tech sector.
Wells Fargo and Other Ratings: Wells Fargo initiated Anheuser-Busch InBev as overweight, predicting double-digit EPS growth, while downgrading Molson Coors to equal weight due to visibility concerns; Bank of America added Generac and Cigna to its top picks list.
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Analyst Views on JEF
Wall Street analysts forecast JEF stock price to rise
5 Analyst Rating
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 54.080
Low
55.00
Averages
72.79
High
97.00
Current: 54.080
Low
55.00
Averages
72.79
High
97.00
About JEF
Jefferies Financial Group Inc. is a global, full-service investment banking and capital markets company. The Company provides financial advisory, equity underwriting and debt underwriting services. Its business segments include Investment Banking and Capital Markets and Asset Management. The Investment Banking and Capital Markets segment includes its securities, commodities, futures, and foreign exchange capital markets activities and its investment banking business, which provides underwriting and financial advisory services to clients across various industry sectors in the Americas, Europe and the Middle East, and Asia-Pacific. The Asset Management segment provides alternative investment management services to investors in the United States and overseas and generates investment income from capital invested in and managed by the Company or its affiliated asset managers. It provides mergers and acquisition, debt advisory and restructuring and private capital advisory services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Analyst Rating Changes: UBS lowered its price target for AppLovin from $840 to $686 while maintaining a buy rating, highlighting the strong return on ad spend from its AI engine, Axon 2.0.
- Optimistic Earnings Expectations: Analysts expect AppLovin to report $1.61 billion in revenue for the fourth quarter, a 48.1% increase year-over-year, with adjusted earnings per share projected to rise from $2.07 to $3.07, indicating strong growth potential.
See More
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See More
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- Negative News Reversal: Independent investigative entity CapitalWatch corrected and apologized for a money-laundering accusation against a key shareholder, potentially reversing the selling pressure caused by the initial report and boosting market confidence in the company.
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See More
