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LivestreamMenuHere are the biggest calls on Wall Street on Tuesday: JPMorgan reiterates Dell as overweight JPMorgan raised its price target on Dell to $565 per share from $550 ahead of earnings in early September. “We expect Dell to raise its FY27 (Jan-end) revenue guidance once again, building on the already upgraded outlook of +47% growth.” KeyBanc initiates JBT Marel as overweight KeyBanc says it sees “discounted execution” for the food company. “We view JBTM as a self-help story where the path to value runs squarely through integration of the JBT and Marel platforms.” Wolfe upgrades Moderna to peer perform from underperform Wolfe says it sees the company leaning “deeper into therapeutics across oncology and rare disease.” “We upgrade MRNA to a Peer Perform (previously Underperform).” Jefferies initiates Curbline Properties as buy Jefferies says it sees a long runway for growth for the real estate investment trust. ” CURB i s the first and only public REIT dedicated to convenience centers, a smallformat, unanchored niche historically owned by private operators.” UBS upgrades Fluence to neutral from sell UBS says the solar energy storage products company is at an “earnings trough.” “The recent FY2026 guidance cut likely establishes a trough in near-term earnings expectations for FLNC , creating a favorable benchmark as earnings growth reaccelerates in FY2027, in our view.” DA Davidson initiates Sherwin-Williams as buy DA says it sees “earnings acceleration.” “We’re initiating on SHW with a BUY and $400 PT. Despite getting no help from the U.S. housing market, SHW earnings are beginning to accelerate due to pricing, market share gains, and moderating SG & A expenses.” Morgan Stanley upgrades Dynatrace to overweight from equal weight Morgan Stanley says it sees improving growth for the observability company. “With the healthiest observability market in years, DT is set to accelerate, fueled by a fast-growing renewal base + a broadening platform to win consolidation deals.” Goldman Sachs initiates Jersey Mike’s as neutral Goldman says the company’s valuation is “full” right now. “We are initiating on JMKE with a Neutral rating, s we see a long runway for new store growth, supported by strong unit economics and a diverse franchisee base, which we balance against a full valuation.” Loop downgrades Five Below to hold from buy Loop downgraded the stock on valuation. “We are downgrading the shares of Five Below to a Hold from a Buy rating while maintaining our $250 price target.” Raymond James upgrades Advanced Micro Devices to strong buy from outperform The firm raised its price target to $641 per share from $565. ” AMD’s CPU revenue contributes to its data segment and we have estimated the components. Server CPUs have represented the largest portion, and this should continue.” Read more. Wolfe upgrades Bread Financial to outperform from peer perform Wolfe says it sees upside. “We recognize shares have re-rated notably as BFH continues its transformational story; while we see it in the mid-to-late innings of that journey, we expect continued upside to n-term estimates as growth accelerates, expense growth remains disciplined, and credit improves.” Wolfe reiterates Netflix as outperform Wolfe raised its price target to $95 per share from $84. “After analyzing millions of data points from Netflix’s viewing history, we believe the timing of new content releases was largely to blame for soft 2Q subscriber and engagement results. 3Q content slate looks stronger, live looks like its adding value. Raise PT to $95.” Read more. Wells Fargo upgrades Shift4Payments to overweight from equal weight Wells says Shift4Payments has a slew of positive catalysts ahead. “Several potential drivers of multiple expansion.” Bank of America reiterates Nvidia, Micron and Marvell as buy The firm says it sees an “enhanced” opportunity to own all three stocks. “We flag several enhanced Buy opportunities: NVDA, MRVL, MU , LRCX, AMD, INTC, ADI, ON.” Oppenheimer initiates Factorial as outperform Oppenheimer says the battery manufacturer has plenty more room to run. “We view Factorial as a leading play in the commercialization of solid-state battery technology with key advantages in development process and cycle time, battery size, manufacturability, and customer validation.” Oppenheimer initiates Kodiak AI as outperform Oppenheimer says the company has a long runway for growth. “We view Kodiak as a leading Physical AI platform demonstrating the potential for capital-efficient solutions with a focus on autonomous ground transport.” Bank of America initiates Apnimed as buy Bank of America says the biotech company has plenty of upside. ” Apnimed is a registration-stage biopharmaceutical company developing Oxnimbi (AD109), a once-daily oral therapy for obstructive sleep apnea.” Goldman Sachs reiterates Coinbase as buy Goldman raised its price target to $196 per share from $173. “In addition, Buy-rated COIN offers upside optionality from any persistent improvement in the crypto backdrop, and continues to see strong idiosyncratic growth in newer businesses (including derivatives and prediction markets).” Canaccord reiterates Strategy as buy Canaccord raised its price target to $175 per share from $130. “Like a breath of fresh air, the setup for MSTR has materially brightened over the last couple of weeks, in our view.” JPMorgan reiterates SpaceX as overweight The firm says it’s bullish on Grok. ” SpaceX’ s AI ambitions are coming into sharper focus & we are increasingly positive on Grok. … Overall, while near-term AI revenue is largely driven by premium compute deals ($30-$50/watt), we expect improving Grok monetization, particularly among enterprises, to become an increasingly important driver over time.”Read More
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