JPMorgan has reiterated its overweight rating on Netflix (NFLX) with a price target of $1,150, noting that Netflix shares have risen 30% above post-tariff lows and outperformed the S&P 500, driven by its defensive subscription model and streaming leadership amid macroeconomic and tariff uncertainties. However, JPMorgan analyst Doug Anmuth cautioned that the rally may slow as investor focus returns to tariff-impacted stocks. Other notable analyst actions on May 13 and 14 include Evercore ISI maintaining an outperform rating on Walmart (WMT) with a $105 price target, Wolfe Research upgrading First Solar (FSLR) to outperform with a $221 price target, and Barclays upgrading Stanley Black & Decker (SWK) to overweight with an increased price target. Citi reiterated a buy rating on Amazon (AMZN) with a $225 price target, while Morgan Stanley downgraded Cboe Global Markets (CBOE) to underweight and lowered its price target from $256 to $215. JPMorgan upgraded Sea Limited (SE) to overweight from neutral, raising its price target from $135 to $190. Jefferies downgraded Rivian (RIVN) to hold from buy with a $16 price target. Additionally, Bernstein reiterated an outperform rating on Wingstop (WING) with a $330 price target. Citi downgraded AbbVie (ABBV) and Merck (MRK) to neutral with price targets of $205 and $84 respectively, and upgraded Regeneron Pharmaceuticals (REGN) to buy with a $700 price target. Morgan Stanley upgraded KKR to overweight. These analyst moves reflect ongoing adjustments in response to market conditions and tariff impacts.