247Wallst·2025-11-10 17:45Market Overview - The stock market is experiencing a strong recovery, attributed to news regarding the potential end of the government shutdown, which is expected to reduce market uncertainty [3] - A recent bipartisan agreement saw a vote of 60 to 40, advancing the process towards resolving the shutdown [3] Nvidia (NVDA) - Nvidia is projected to report sales of $56.8 billion next week, exceeding analyst expectations of $54.6 billion [5][7] - Citi has raised its price target for Nvidia from $210 to $220, maintaining a buy rating [7] - Bank of America also reiterated a buy rating, highlighting Nvidia's strong positioning in healthcare and artificial intelligence sectors [8] - UBS anticipates Nvidia's fourth-quarter revenue guidance to be between $63 billion and $64 billion, with a price target of $235 [9] Sunrun (RUN) - Guggenheim upgraded Sunrun to a buy rating with a price target of $27, citing attractive entry points and solid capital return prospects for 2026 [5][9] - Jefferies previously upgraded Sunrun to a buy with a price target increase from $11 to $21, anticipating strong cash generation [10] - BMO also upgraded Sunrun to market perform with a price target of $19, noting potential for stock buybacks and dividends due to cash generation [10] Eli Lilly (LLY) - Eli Lilly has been upgraded to an outperform rating by Leerink, with expectations of multiple catalysts for obesity treatment adoption by January 2027 [11] - A deal was struck to reduce Medicare and Medicaid prices for GLP-1 treatments to $245 per month starting mid-2026, potentially increasing access for millions of older adults [12][13] - Under the agreement, some Medicare patients will pay only $50 per month for approved GLP-1 treatments [13]