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LivestreamMenuHere are the biggest calls on Wall Street on Tuesday: Piper Sandler initiates Kodiak Gas Services at buy Piper says the natural gas company is firing on all cylinders. “Adding to our Power Services coverage, we initiate KGS Overweight with a $78 PT, the newest entrant to the power party after acquiring Distributed Power Solutions (DPS) early February, creating a platform to scale into the behind-the-meter power generation market supporting the buildout of AI data centers.” Bank of America downgrades Exxon to neutral from buy The bank sees limited upside potential for Exxon. “Despite raising our PO on estimate changes ($158/sh) we downgrade to Neutral, concerned about potential downside if a ceasefire is reached, but limited potential upside given the 20% of currently shut-in volume in the Middle East and unclear forward path in Qatar.” Citigroup reiterates Advanced Micro Devices as buy Citi says investors should buy the chipmaker ahead of earnings next week. “We are buyers of AMD into earnings report on August 4.” Loop initiates CrowdStrike at buy Loop says the cybersecurity stock is best positioned. “We are initiating coverage of CRWD w ith a Buy rating and $230 PT. In our view, CRWD is simply the best-positioned cybersecurity vendor in the emerging agentic AI era, which will likely to reach an inflection point in the enterprise adoption curve some time in the next few years.” Read more. Bank of America upgrades Honeywell Technologies to neutral from underperform Bank of America upgraded the stock following earnings. ” Honeywell Technologies delivered a broad-based 2Q beat and raised its 2026 organic growth, segment margin and adjusted EPS guidance.” JPMorgan upgrades JBS to overweight from neutral JPMorgan says shares of the Latin American protein company are too attractive to ignore. “For JBS, we see the recent correction in the share price as an opportunity, with 2027 valuation now looking more attractive.” JPMorgan upgrades International Paper to overweight from neutral JPMorgan says it sees upside. “On our numbers , IP s till trades at a premium to SW which we don’t see as fair and that is one of the reasons we prefer SW to IP. However, our valuation after incorporating a further $50/t suggests ~43% upside for IP versus today’s share price.” Truist upgrades Magnolia Oil & Gas to buy Truist says it likes the company’s acquisition of WildFire. “We’re upgrading MGY t o Buy from Hold as we view the WildFire acquisition favorably given +9% CFPS accretion with significant scale added that extends inventory life to ~11 years from ~8 on our prior estimates.” RBC reiterates Tesla and SpaceX as outperform RBC lowered its price target on Tesla, but says it’s sticking with both stocks. “A potential Tesla/ SpaceX combination would create a compelling ‘vertical integration from orbit to ground’ ecosystem spanning connectivity, autonomous vehicles, and humanoid robotics that could be difficult to replicate. … .We lower our TSLA PT to $480 from $500 and reiterate our Outperform rating.” UBS reiterates Amazon as buy The bank lowered its price target ahead of Amazon earnings later this week. “We lower our price target to $305 from $333 as we contemplate higher CapEx estimates for 2027 and beyond in light of rising component prices as well as demand.” KeyBanc reiterates Apple as underweight KeyBanc says it’s concerned about slowing growth. “We see the F3Q/F4Q numbers setup as fine as AAPL can shape the inventory position; however, as iPhone pricing rises, unit demand should fall, slowing user growth and likely slowing Services, leaving AAPL as more pricing reliant for growth.” JPMorgan upgrades Lufax to overweight from neutral JPMorgan says the China financial services platform is at an inflection point. “We upgrade Lufax t o OW from N following its 2Q26 operational update, as improving loan growth and leading asset quality indicators provide a clearer path to recovery from a distressed valuation.” Goldman Sachs upgrades Grupo Cibest to buy from neutral Goldman upgraded the Colombian financial company and said shares are attractive. “We upgrade Grupo Cibest to Buy from Neutral, as (1) profitability should remain elevated given high NIMs and a benign credit cycle; (2) structural tailwinds can improve long-term in a more market friendly political environment.” UBS initiates Bausch & Lomb at buy UBS said in its initiation of Bausch & Lomb that the eye care company has a strong pipeline. “Our bullish stance is a function of two core aspects. Firstly, management has built one of the strongest long-term pipelines we’ve seen in MedTech, with peak sales potential of c. $7bn or 1.5x current sales.” Wells Fargo downgrades Levi’s to equal weight from overweight Wells sees less upside than expected. “Downgrading to EW . LEVI h as delivered the upside we expected and re-rated. However, much is now reflected in estimates/valuation, while questions on margins/flow-through remain (especially during an upcoming CFO transition).” Read more. UBS reiterates Berkshire Hathaway as buy The bank raised its price target to $585 per share from $570. “BRK shares are currently trading at an 8% discount to our estimate of intrinsic value.” UBS upgrades Intuitive Surgical to buy from neutral UBS says the company is in a “great spot.” ” ISRG has always been the bellwether of technology in MedTech, but in the last c. 6 months that’s moved against the business, with the stock getting hit on fears of automation (humanoids), worries around the real scope of the TAM / new market penetration, and fears on hospital CAPEX spending.” UBS upgrades Stryker to buy from neutral UBS says the medtech company is well positioned for growth. “We think core growth at SYK i s healthier than the market expects.” Jefferies downgrades Clorox to hold from buy The firm says its call on Clorox was “wrong.” “We expect F27 EPS guidance to be 6pp below Street at the midpoint. There’s work to do, and execution proof points will take time. DG to Hold.”Read More
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