Seeking Alpha 周末汇总本周华尔街评级调整（Morgan Stanley 上调 Robinhood、Piper Sandler 上调 Akamai、Freedom Broker 下调蔚来、Craig-Hallum 下调 Ambarella、HSBC 下调携程），属已公开卖方观点的二次汇编，无新增基本面事实且美股休市

The S&P 500 ( SP500 ) closed in the red on Friday, after traders and investors digested the latest jobs data, which came in stronger than forecasted. Nasdaq ( COMP:IND ) rose 0.7% for the week, while the Dow ( DJI ) gained marginally. Wall Street had a slew of upgrades and downgrades from analysts. Here are some of the major calls for the week: Robinhood raised to Overweight at Morgan Stanley Morgan Stanley upgraded Robinhood Markets ( HOOD ) to Overweight from Equalweight as the financial app platform's broadening range of products drives growth in assets per customer, increased activity per customer, and greater economics captured per activity. Morgan Stanley increased its price target for Robinhood stock to $150 from $124. "Rather than relying primarily on funded-account growth or a stronger retail trading environment, HOOD increasingly has multiple ways to grow revenue from its 28M customers already on the platform," analyst Michael J. Cyprys wrote. Akamai upgraded on Compute business gains Akamai ( AKAM ) was upgraded to Overweight from Neutral by Piper Sandler due in part to recent wins from its Compute business segment. "Akamai has yet to disclose its Compute megawatts that we expect will be given in time," said Piper Sandler analyst James Fish. "Today, we estimate Akamai has approximately 22 active MWs out of about 47 MWs of capacity, though given $2.8B+ of commitments/35 MWs. Akamai is 'sold-out' already and needs more capacity to get these online. As such, we are raising our capex estimates to $2.3B in '27-'28 each, which assumes a rising capex/MW cost and about 30 active MWs/year incrementally." Piper Sandler lowered its price target on the stock to $125 from $140. Nio downgraded on ‘slower’ 2H growth Nio ( NIO ) was downgraded to Hold from Buy by Freedom Broker, which cut its price target to $4 from $7, citing weaker-than-expected third-quarter guidance that could signal “slower growth in 2H26.” Analyst Dmitriy Pozdnyakov expects third-quarter revenue of 31.5 billion yuan and deliveries of 108,000 vehicles. They cut its 2026 revenue forecast to 123 billion yuan from 138 billion yuan and delivery forecast to 419,000 vehicles from 468,000. Pozdnyakov said NIO ( NIO ) continues to show “strong EV shipment growth” and is “actively expanding” its ONVO and FIREFLY brands. They expect rising volumes to support positive net income through “improved absorption of operating expenses.” Ambarella ( AMBA ) was downgraded by investment firm Craig Hallum to Hold from Buy after the semiconductor design company's second-quarter results and guidance indicated a lack of clarity on a couple of key items. The brokerage cut price target to $70 from $95. HSBC Global Investment Research downgraded Trip.com ( TCOM ) to Hold from Buy, citing regulatory pressures and expectations for a softer-than-expected travel season that could weigh on upcoming results.