economy
February 17, 2026
Here are Tuesday's biggest analyst calls: Nvidia, Apple, Southwest, Citi, Chevron, Shopify, Toast & more
Here are the biggest calls on Wall Street on Tuesday.
TL;DR
- Citi reiterates Nvidia as 'buy', bullish on earnings and attractive valuation.
- Bernstein upgrades Toast to 'outperform', identifying it as an AI winner despite a recent stock decline.
- JPMorgan reiterates Carvana as 'overweight', stating AI fears are overblown.
- UBS upgrades Melco to 'buy', suggesting a 'buy the dip' opportunity due to expected asset enhancements.
- Citi initiates BitGo Holdings as 'buy', positioning it as a center of gravity for on-chain finance.
- UBS upgrades Southwest to 'buy', liking the company's new initiatives.
- Goldman Sachs initiates EquipmentShare as 'buy', calling it a compelling technology-led growth company.
- Baird initiates Tempus AI as 'outperform', highlighting its presence in an underpenetrated market.
- Morgan Stanley upgrades Truist to 'overweight', deeming it a compelling play on Super-Regional banks.
- Rothschild & Co Redburn upgrades Dollar Tree to 'buy', finding its EPS growth outlook attractive.
- Baird initiates Guardant Health as 'outperform', recognizing it as a market leader in precision oncology.
- Rothschild & Co Redburn downgrades Warner Bros Discovery to 'neutral', citing lower chances of a higher bid.
- Bank of America upgrades Albemarle to 'buy', seeing stronger pricing for lithium.
- Wells Fargo upgrades Eversource Energy to 'overweight', considering the stock inexpensive.
- Wells Fargo upgrades Accenture to 'buy', believing AI fears are overdone.
- Wells Fargo upgrades Jack Henry to 'overweight', seeing positive catalysts ahead and overblown AI fears.
- Morgan Stanley names Citigroup a top pick, bullish ahead of its investor day.
- Baird initiates Grail as 'outperform', noting its differentiated offering in early cancer detection.
- Truist upgrades Shopify to 'buy', recommending buying the weakness in software valuations.
- Bank of America upgrades Liberty Energy to 'buy', seeing it as a top beneficiary of surging power demand.
- Bank of America upgrades Equifax to 'buy', foreseeing a clear path to multi-year acceleration.
- Melius upgrades Chevron to 'buy', appreciating its 'value over volume' strategy and shareholder returns.
- JPMorgan initiates AeroVironment as 'overweight', viewing it as well-positioned for growth.
- Wedbush reiterates Apple as 'outperform', believing the recent sell-off is unwarranted.
- Wolfe initiates Celestica as 'outperform', seeing an attractive risk/reward and identifying it as an AI winner.
- Roth upgrades Yeti to 'buy', anticipating sustained sales and margin momentum.
Continue reading the original article