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LivestreamMenuHere are the biggest calls on Wall Street on Tuesday: Deutsche Bank upgrades UDR to buy from hold Deutsche says shares of the REIT have more room to run. “We are upgrading UDR to Buy from Hold as our preferred value investment among Multifamily REITs.” Mizuho reiterates Oracle as outperform Mizuho says the stock is too attractive to ignore. “We believe ORCL s hares, trading at multi-year lows, reflects one of the most attractive risk/reward profiles in our coverage.” Read more. Morgan Stanley initiates Life360 as overweight Morgan Stanley says the family location company is an AI beneficiary. “Two ways AI could help Life360: We identify two plausible pathways 1. Better conversion efficiency: through lower acquisition costs, stronger paid conversion and a richer plan mix. 2. Higher advertising monetisation…” Benchmark initiates First American as buy Benchmark says the title insurance company has plenty more room to run. “We initiate coverage of First American Financial with a Buy rating and $85 price target.” Bank of America reiterates Nvidia as buy The firm says it’s sticking with the stock. “NVDA is also becoming a major contributor to the open source community. We believe NVDA’s efforts not only help it improve its hardware, but they also help to expand the medium/smaller size AI adopters who lack resources in engaging with frontier labs.” Roth initiates Digital Turbine as buy Roth says it likes the ad company’s turnaround. “After several years of post-pandemic issues with M & A integration and poor execution, we believe APPS has completed a durable, multi-driver turnaround rather than a one- quarter bounce with a compounding moat built on proprietary on-device data and sticky firmware distribution.” Barclays initiates Forte Biosciences as overweight Barclays says shares of the biotech company are compelling. “We initiate coverage of FBRX at Overweight with a $74 price target, implying ~50% upside potential from current levels.” Bernstein upgrades Five Below to outperform from market perform Bernstein says fundamentals are improving. “We upgrad e Five Below (FIVE) t o Outperform, with 22% upside potential. We find FIVE to be in a stronger fundamental position, with improved merchandising and marketing supporting a sustainable MSD% comp.” Raymond James upgrades Ralph Lauren to outperform from market perform The firm says the company is firing on all cylinders. “Ralph Lauren (RL): Upgrade to Outperform From Market Perform on increasing confidence in upside to expectations in FY27. Our channel checks for F1Q were very positive and indicated q/q acceleration for website traffic, mobile app data, and Google Trends.” BTIG downgrades TripAdvisor to neutral from buy BTIG says it’s concerned about AI’s impact on TripAdvisor. “We see TRIP on the wrong side of the AI theme given top-of-funnel positioning where pressure is building & likely to accelerate as the large platforms gain traction in the travel planning process, 2. #s have consistently trended lower & we take 2H estimates below-Street w/data checks pointing to ongoing traffic pressure at bran d Tripadvisor & mixed reads for Viator…” UBS initiates ATRenew as buy UBS says the recycling consumer products company is undervalued. “We initiate ATRenew, a leading secondhand consumer electronics transaction and service platform in China, at Buy. Riding on the structural rise of recycling and trade-in penetration, we see ATRenew as a unique quality growth story amid an otherwise sluggish consumption environment.” HSBC upgrades Goldman Sachs to hold from reduce HSBC upgraded Goldman following the company’s recent earnings report. “Continued earnings upgrades do become more challenging, but we also don’t see clear negative catalysts that undercut the existing healthy profitability dynamics. We raise our target price to USD995 from USD834 on the back of higher earnings estimates and LT ROE assumption.” Compass Point initiates American Healthcare REIT as buy Compass Point says the stock is “unique.” “We are initiating American Healthcare REIT, Inc. (AHR) with a Buy rating and a $70 PT…” Morgan Stanley downgrades JFrog to equal weight from overweight Morgan Stanley says the good news is already priced into the stock. “JFrog’s business continues to benefit from the boom in AI- powered software development. However, after a > 100% move in shares, valuation now implies more balanced risk/reward.” Susquehanna downgrades Live Nation to neutral from positive Susquehanna downgraded Live Nation mainly on valuation. “However at current levels, the DOJ overhang seems gone and the favorable sentiment on a ‘strong concert schedule’ seems baked in, especially considering what we see as ‘little room for error’ in its all-important 3Q26, an event schedule that is more concentrated than 3Q25.” Morgan Stanley downgrades Intuit to equal weight from overweight Morgan Stanley says the tax stock software will remain under pressure. “INTU stock is down -59% YTD on AI fears and a misunderstanding of its moats. Despite scoring high on our Moat framework, shares likely remain under pressure in the NT as it will take time for investors to garner confidence in revenue acceleration.” Morgan Stanley initiates Sinda as overweight Morgan Stanley says it sees plenty of upside for the silver-exploration company. “We believe Sinda could evolve into a large primary silver asset in one of the world’s leading silver mining jurisdictions. Initiate at Overweight with a $16.4 PT.” Jefferies reiterates Meta as buy Jefferies says the Meta glasses are a billon dollar “opportunity.” “Our team bought & tried on 3 different models of Meta’s AI glasses & came away impressed. Camera quality, seamless setup, & a normal-glasses form factor stood out. While we see areas to improve, META has a first-mover advantage as the only player now shipping at scale.” Morgan Stanley downgrades Salesforce to equal weight from overweight Morgan Stanley says it sees too many negative catalysts for Salesforce. “Shares likely to remain range-bound absent a notable growth inflection, leaving R/R balanced at ~19x GAAP P/E. DG to EW.” Wolfe reiterates Tesla as peer perform Wolfe says it sees upside into Tesla earnings. “Tesla will report Q2 results after the close Wednesday. Street expectations have steadily moved higher in recent weeks, though we continue to see upside.” Morgan Stanley downgrades Adobe to underweight from equal weight The firm says it sees too many negative catalysts. “Adobe’s concurrent freemium, leadership, and reinvestment transitions compound execution risk as GenAI disruption debate increasingly clouds the path to ARR reacceleration. At ~12X GAAP earnings, ample risk is likely priced in, but cleaner growth and AI monetization elsewhere support a relative UW.” Rothschild & Co Redburn downgrades Shopify to neutral from buy and reiterates Meta as buy The firm downgraded Shopify due to rising competition from Meta but increased its price target on Meta. “We upgrade our Meta (Buy) PT to $1,000 from $900, and due to the Meta AI threat downgrade Shopify to Neutral, cutting our target price from $160 to $130.” Macquarie reiterates SpaceX as outperform Macquarie says buy any dip in SpaceX. “We see significant upside from AI optionality; achieving only a fraction of terminal compute ambitions could justify valuation above current levels.” Bank of America adds Micron & Keurig Dr Pepper to the US1 list The firm added both stocks to the US1 best ideas list. “We are adding Micron Technology Inc. (MU) and Keurig Dr Pepper Inc. ( KDP) to the US 1 List.” Morgan Stanley reiterates Microsoft as overweight The firm lowered its price target to $600 per share from $650 on Microsoft. ‘Greater than expected capacity-driven Azure growth inflection and Copilot monetization supports high-teens revenue growth. Meaningful gross margin % headwinds are offset by operating leverage, yielding > 20% EBIT & EPS growth, making 16x FY28 GAAP EPS too cheap. OW, $600 PT.” Evercore ISI upgrades Hilton to outperform from in line Evercore says buy the dip in the hotel company. “We are upgrading high-quality earnings compounder HLT based on the following: 1. the postsummer setup should increasingly favor the company’s core midscale exposure, 2. HLT shares (+12% YTD) have lagged full service lodging brand peers (+18%) and sharply lagged higher operating leverage lodging REITs.”Read More
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