Here are Tuesday's biggest analyst calls: Nvidia, Tesla, Roku, Estee Lauder, Southwest, Gap, MetLife & more
Here are the biggest calls on Wall Street on Tuesday.
TL;DR
- Morgan Stanley upgraded Vale to overweight, citing undervaluation.
- Mizuho reiterated Tesla as outperform and raised its price target, expressing bullishness on robotaxi efforts.
- Bank of America upgraded UBS to buy and added Estee Lauder to its US1 list, calling both best ideas for 2026.
- Compass Point initiated WhiteFiber at buy, seeing strong positioning for AI.
- Goldman Sachs upgraded Moody's to buy, identifying it as a pure-play public rating agency.
- Jefferies initiated D-Wave Quantum at buy, anticipating benefits from ecosystem tailwinds.
- Morgan Stanley upgraded Bunge to overweight and noted Bunge's better upside potential compared to ADM.
- Morgan Stanley upgraded L3Harris Technologies and General Dynamics to overweight while downgrading LMT.
- Morgan Stanley upgraded SolarEdge to equal weight, expecting an improving residential solar market.
- Morgan Stanley downgraded Allstate to equal weight, citing concerns about rising competition.
- Mizuho initiated MetLife at outperform, believing it's best positioned for market share gains.
- Morgan Stanley double upgraded Roku and upgraded Outfront Media to overweight, favoring their ad market exposure.
- Morgan Stanley upgraded IdaCorp to overweight, seeing upside potential.
- Jefferies upgraded Okta to buy, highlighting its opportunity in building a complete identity platform.
- Stifel initiated Ondas Holdings at buy, positioning it as a potential leader in unmanned systems.
- Citizens JMP initiated Stereotaxis at market outperform, seeing significant upside.
- KeyBanc upgraded Trimble to overweight, anticipating earnings per share growth.
- RBC upgraded Jack Henry to outperform, noting sales momentum.
- Evercore ISI initiated Insulet at outperform, recognizing its market leadership in insulin pumps.
- Morgan Stanley upgraded Accenture to overweight, seeing an attractive entry point.
- Wells Fargo upgraded Gap to overweight, favoring management's strategy execution.
- Barclays upgraded CH Robinson and Southwest Airlines to overweight, citing earnings growth and strategic benefits.
- Deutsche Bank initiated East West Bancorp at buy, finding the regional bank attractive.
- Bank of America reiterated Nvidia as buy and International Hotels as buy, highlighting Nvidia as its top pick for 2026 and IHG's potential benefits from the World Cup.
- JPMorgan initiated AeroMexico at overweight, expecting a re-rating for the airline.