These are the five stocks to watch heading into Monday, November 9, 2026. Each received a bullish rating change from a Wall Street firm on Friday, November 6. Markets entered that session after a steep decline on Thursday, November 5. That day the Dow Jones Industrial Average fell 1,833.06 points, or 3.44%, to 51,523.06. The S&P 500 dropped 4.36% to 7,353.73, and the Nasdaq Composite fell 5.52% to 24,315.00, closing in correction territory, more than 10% below its October 6 record. Fears of tighter AI regulation drove the selloff. On November 6, the Labor Department reported that employers added 165,000 jobs in October, far above the roughly 65,000 economists expected. The unemployment rate fell to 4.1%. In trading after the report, the Nasdaq rebounded while the Dow lagged. Treasury yields rose on concern that the Federal Reserve could keep a December rate hike in play.
The five ideas below span timing chips, medical technology, mobile power, oilfield pipe, and lithium. Editorial notes only, not investment advice.
SiTime (SITM) – Seaport Upgrades the Precision Timing Chip Maker
Seaport Research analyst Jay Goldberg upgraded SiTime from Neutral to Buy on Friday with a $425 price target. SiTime makes silicon-based timing chips that keep electronic systems in sync, including servers in AI data centers. On November 4, the company reported third-quarter adjusted earnings of $4.01 per share on revenue of $298.7 million, beating estimates of $3.63 and $292.06 million. In our view, those results support the case that AI demand for SiTime's products remains strong.
Shares traded near $417.57 during Friday's session, up about 17.63%, giving SiTime a market capitalization near $12.5 billion. The 52-week range runs from $243.68 to $901.81. Because recent earnings are small compared with the share price, the trailing price-to-earnings multiple is very high and not a useful guide.
Consensus reads strong buy, with all six tracked firms bullish. The average price target of $628.33 implies roughly 50% upside. The Seaport target sits only slightly above Friday's price after the rally. UBS's Timothy Arcuri kept his Buy rating on November 5 with a $650 target.
Risks: Needham's N. Quinn Bolton cut his target to $600 from $900 on November 5. Supply constraints, the stock's large swings, and possible AI regulation remain factors to monitor.
Becton Dickinson (BDX) – Wells Fargo Upgrades the Medical Technology Supplier
Wells Fargo analyst Lawrence Biegelsen upgraded Becton Dickinson from Equal Weight to Overweight on Friday. He raised his price target to $242 from $170. He cited better execution in the second half of fiscal 2026 and several possible sources of upside to fiscal 2027 guidance. He expects a December 10 investor day to be a catalyst. Becton Dickinson makes needles, syringes, drug delivery systems, and diagnostic equipment. In our view, a more focused product portfolio and steadier sales growth support the upgrade.
Shares traded near $212.12 during Friday's session, down about 0.67%, giving Becton Dickinson a market capitalization near $58 billion. The stock sits just below its 52-week high of $214.88 and well above its low of $137.36. The trailing price-to-earnings multiple is 51.22.
Consensus reads buy, with eight of 13 tracked firms bullish and five neutral. The average price target of $204.38 sits below the share price, so the Wells Fargo target, implying about 14% upside, is the better guide. Evercore ISI's Vijay Kumar raised his target to $230 from $210 on November 6.
Risks: Piper Sandler's Jason Bednar rates the stock Neutral with a $200 target, and RBC Capital is at Sector Perform. Hospital spending and a stock trading near its high remain factors to monitor.
Solaris Energy Infrastructure (SEI) – Raymond James Upgrades the Mobile Power Provider
Raymond James analyst J.R. Weston upgraded Solaris Energy Infrastructure from Outperform to Strong Buy on Friday. He raised his price target to $113 from $102 after a roughly 25% five-day decline in the shares. Solaris provides on-site power generation for data centers and energy customers. About 91% of its 3.5-gigawatt fleet is under contract. In our view, long contracts with investment-grade customers give Solaris more earnings visibility than its recent price swings suggest.
Shares traded near $58.17 during Friday's session, up about 15.07%, giving Solaris a market capitalization near $3.8 billion. The 52-week range runs from $38.50 to $86.19, and the trailing price-to-earnings multiple is 60.48.
Consensus reads strong buy, with all eight tracked firms bullish. The average price target of $98.75 implies roughly 70% upside, and the Raymond James target implies about 94%. Barclays' David Anderson raised his target to $140 from $116 on November 6.
Risks: Wells Fargo's Jerry Revich kept his Overweight rating on November 6 but cut his target to $65 from $72. Customer concentration, financing needs, and volatile shares remain factors to monitor.
Tenaris (TS) – Kepler Cheuvreux Upgrades the Oilfield Pipe Maker
Kepler Cheuvreux analyst Kevin Roger upgraded Tenaris from Hold to Buy on Friday. Tenaris makes the steel pipes used to drill and complete oil and gas wells, and it also supplies pipelines. On the same day, Barclays' David Anderson raised his target to $88 from $80. He said stronger volumes and better pricing produced a strong quarter. In our view, firmer pricing and steady drilling demand support the stock.
Shares traded near $59.03 during Friday's session, up about 4.42%, giving Tenaris a market capitalization near $32 billion. The 52-week range runs from $37.69 to $64.60, and the trailing price-to-earnings multiple is 15.22.
Consensus reads buy, with four of six tracked firms bullish and two neutral. The average price target of $67.67 implies roughly 15% upside, while the Barclays target implies about 49%.
Risks: Goldman Sachs' Yulia Bocharnikova kept a Hold rating on November 6 with a $65.30 target, and Morgan Stanley rates the stock Equal Weight. Oil prices, drilling activity, and steel tariffs remain factors to monitor.
SQM (SQM) – JPMorgan Upgrades the Chilean Lithium Producer
JPMorgan analyst Lucas Ferreira upgraded SQM from Neutral to Overweight on Friday. He cut his price target to $71 from $88, pointing to an "earnings reset" for the company. SQM is one of the world's largest lithium producers and also sells specialty fertilizers and iodine. In our view, the call rests largely on valuation after a steep decline from the 52-week high, with lithium prices still the swing factor.
Shares traded near $57.55 during Friday's session, up about 2.11%, giving SQM a market capitalization near $16 billion. The 52-week range runs from $46.51 to $98.00, and the trailing price-to-earnings multiple is 11.98.
Consensus reads buy, with four of seven tracked firms bullish, two neutral, and one bearish. The average price target of $79 implies roughly 37% upside, and the JPMorgan target implies about 23%.
Risks: BofA Securities' Isabella Simonato rates the stock Underperform with a $53 target, and Goldman Sachs is neutral. Lithium price swings, Chilean regulation, and electric vehicle demand remain factors to monitor.
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