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Skip NavigationMarketsBusinessInvestingTechPolitics & PolicyVideoWatchlistInvesting ClubPROLivestreamMenuHere are Tuesday’s biggest calls on Wall Street: Goldman Sachs reiterates Netflix as buy Goldman lowered its price target but says investors should keep buying shares of Netflix. “While acknowledging the investor debates and stock underperformance YTD, we reiterate our Buy rating on the shares and lower our 12-month price target from $94 to $90 to reflect estimate adjustments.” Baird initiates SPX Technologies as outperform The firm said it sees “attractive compounding.” “We like SPXC’s proven track record of compounded returns and value creation, and believe this has ample runway to continue behind stronger growth, acquisition integration, lean, and incremental capital deployment.” Wells Fargo upgrades Cleveland-Cliffs to overweight from equal weight Wells said it’s upgrade is “tactical” in nature. “We consider this upgrade a tactical call, as we think the steel pricing cycle is near a peak, but benefits to CLF have lagged.” BMO initiates AvePoint as outperform BMO said the data management company is best positioned. “We are launching coverage of AvePoint with a $17 target price and Outperform rating.” B. Riley upgrades Skyworks Solutions to buy from hold The firm said it sees an “interesting entry point.” “On Monday 10/5 BMO, Skyworks Inc. (SWKS — Neutral to Buy, PT from $68 to $107) closed the Qorvo deal three months ahead of initial expectations, but on terms as announced with immediate EPS accretion and strong cost synergies we suspect have upside.” Gordon Haskett upgrades Dollar General to buy from hold Gordon Haskett said it came away impressed after a meeting with Dollar General management. “we came away with a greater appreciation for the upside potential from some of the less developed drivers (i.e., those other than shrink and damages) of its margin bridge to its long-term target 6.0%–7.0%…” Raymond James upgrades Prosperity Bancshares to outperform from market perform The firm said it’s “defensive.” “We are upgrading PB shares from Market Perform to Outperform as we believe the recent underperformance has created a more attractive risk/reward for a high-quality, defensive franchise with increasingly visible earnings growth.” Goldman Sachs reiterates SpaceX as buy Goldman raised its price target on SpaceX to $230 per share from $220. “…and believe that AI segment estimates still look relatively conservative (relative to Street estimates) over the next 6-18 months absent a correction across the broader AI operating landscape.” Melius initiates Toll Brothers as buy The firm said it’s generally negative on the sector except Toll is its lone buy. “Accordingly, we rate four of our six builders Sell ( TOL is our lone Buy).” Mizuho reiterates Advanced Micro Devices as outperform Mizuho raised its price target on AMD to $705 per share from $580. “Raise PTs for AMD (OP) to $705 from $580, SNDK (OP) to $2,050, and DELL (OP) to $650, INTC (N) to $114 from $92, and SMCI (N) to $43 from $35.” William Blair initiates Revvity as outperform The firm said the life sciences company has plenty more room to run. “As Revvity’s two life sciences end-markets, pharma/ biotech and academic and government (A & G), recover in tandem alongside an AI tailwind, we see estimates migrating toward a bull case 2028 EPS of $7.23 versus consensus $6.48, a setup we see supporting multiple quarters of beat-and-raise revisions.” StoneX upgrades MillerKnoll to buy from hold StoneX said the furniture manufacturer is “reinvigorated.” “In the midst of a leadership change and coming off a solid quarter, MillerKnoll appears reinvigorated and refocused on its largest growth opportunities as end-market tailwinds accumulate.” StoneX initiates Pasqal Holdings as buy StoneX says the quantum company is firing on all cylinders. “We are initiating coverage of Pasqal Holdings SA (PSQL) with a Buy rating and $15.00 PT. Pasqal is a recognized market leader in neutral-atom quantum computers.” Bank of America initiates Diodes as buy The firm said it sees “powerful cyclical and secular content tailwinds ahead.” “We initiate coverage on Diodes (DIOD), a SMID cap analog semi supplier, with a Buy rating and $135 PO based on 17x CY28 pf-EPS.” Evercore ISI upgrades Procter & Gamble to outperform from in line Evercore said it sees “structural progress.” “Upgrading PG shares to Outperform and raising 1Q F27 OSG to rounding up to 3% v. consensus of 2%. By just holding today’s run-rate, we expect Procter to exit fiscal 2027 growing ~4%, the rate that delivers operating leverage, which matters more given oil and logistics cost pressures not factored into guidance…” Read more. Bernstein reiterates Apple as outperform Bernstein said its checks show iPhone sales growth remains strong for Apple. “Global iPhone sell-through remained strong in August, with revenue +13% YoY, and all markets delivering positive growth. This is driven by both unit volumes growth and ASP growth.” JPMorgan upgrades Corteva to overweight from neutral JPMorgan called the company “high quality.” “Old Corteva spun out its Seed business into Vylor, and old Corteva’s crop chemical business is the new Corteva.” Read more. Needham initiates Standard Nuclear as buy Needham said the nuclear company is well positioned. “We initiate coverage of Standard Nuclear (STDN) with a Buy rating and $18 price target.” Jefferies upgrades MYR Group to buy from hold Jefferies said it sees “superior earnings growth.” “Upgrade shares to Buy as momentum builds and visibility improves across T & D/C & I. Bullish utility capex – labor backdrop and demand in favor of E & C sector and see MYRG superior earnings growth vs peers.” William Blair initiates Lattice Semiconductor as outperform The firm said the semiconductor company has plenty of upside. “Lattice supplies low-power programmable silicon to over 11,000 customers across data center, communications, industrial, automotive, and embedded markets.” Morgan Stanley upgrades BorgWarner to overweight from equal weight Morgan Stanley said it sees a “higher-margin earnings oppty.” “We upgrade BWA to OW and raise our PT to $95 from $71. A long tail of ICE/hybrid demand supports the core auto outlook, while onsite power and storage adds a higher-growth and higher-margin earnings oppty.” Citi upgrades JetBlue to neutral from sell Citi upgraded the stock on valuation. “We upgrade JBLU f rom Sell/HR to Neutral/HR primarily as a result of the significant decline the stock has experienced since our downgrade to Sell/HR on August 7th.” Citi reiterates Advanced Micro Devices and Nvidia as buy Citi said it’s sticking with Nvidia shares and raised its price target on AMD to $800 per share from $575. “We raise AMD TP to $800 as the primary CPU beneficiary given, Meta, is one of the largest customers of AMD’s server business. We reiterate Buy on NVDA w/$315 TP on GPU demand uplift.” Raymond James upgrades Chain Bridge Bancorp to outperform from market perform Raymond James said the regional bank is well positioned for higher rates. “We upgrade shares of CBNA to Outperform, from Market Perform, and establish a $53 price target to reflect a favorable operating backdrop for the bank which increases our EPS estimates, with an upward bias to our revised numbers.” Rothschild & Co Redburn initiates Northop Grumman, Kratos Defense and Lockheed Martin as buy The firm said all three companies are beneficiaries of military spending. “We launch coverage on Lockheed Martin with a Buy recommendation and $650 price target ; Northrop Grumman with Buy recommendation and $680 price target; Kratos w ith a Buy recommendation and $70 price target.” Deutsche Bank upgrades Penn Gaming and Boyd Gaming to buy from hold Deutsche said buy the dip in both stocks. “Recent operating fundamentals across Regional Gaming and Las Vegas Locals have remained largely intact, in our view, yet share prices have moved meaningfully lower. … .the average share price decline across RRR, BYD, and PENN over the last three months has been ~27% (SPX +3%), despite consensus 2026 EBITDAR estimates increasing ~1% on average. Wells Fargo reiterates Meta as overweight Wells raised its price target on Meta to $1,000 per share from $796. “View enthusiasm for Muse product cycle as warranted. However, expect 3Q call commentary to offer proper dose of caution for those expecting Muse financial contributions in ’27. Street ’27 EPS likely falls on higher OpEx but see as trough cycle EPS.” Wells Fargo reiterates Alphabet as overweight Wells raised its price target on Alphabet t o $417 per share from $411. “Expect strong quarter highlighted by Cloud revenue growth +142% y/y vs. +82% last qtr with core cloud, ex-TPU system sales, +81%. Search revs solid though decelerating. Post Gemini 4 model launch, Google must address consumer agent oppty & threat.” BTIG upgrades NeoGenomics to buy from neutral BTIG said he “GARP” stock has upside. “We upgrade NeoGenomics from a Neutral to a Buy rating and establish a $28 PT on the stock.” Oppenheimer initiates Vylor as outperform Oppenheimer said the stock is a “genetics compounder.” “We are initiating coverage of Vylor (VYLR) at Outperform with an $82 price target.” Barclays upgrades Qiagen and Fortrea to overweight from equal weight Barclays said it sees several positive catalysts ahead for both stocks. ” FTRE UG mostly on idio margin upside drivers of the next few years and our view that CEO Anshul Thakral continues to put up proof points that his vision for the business turnaround is working, as evidenced by recent bookings strength. QGEN UG on valuation favoring the upside vs. downside over the next six months.” Morgan Stanley reiterates SpaceX as overweight The firm said a company name change by SpaceX could be “highly important.” “While seemingly insignificant or unrelated, we view such developments as part of a pattern where the efforts of the broader Muskonomy are seen as highly important for the rebuilding of domestic manufacturing and defense capability.” Berenberg downgrades Nike to sell from hold Berenberg said it sees too many negative catalysts. ” Nike appears to have accepted a smaller place in sportswear. While the performance business continues to work, the larger, less-differentiated sportswear category continued to bleed in Q127, driving the guided high- single-digit-percentage FY27 sales decline.”Read More