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LivestreamMenuHere are Tuesday’s biggest calls on Wall Street: Deutsche Bank upgrades First Solar to buy from hold Deutsche said shares are compelling. “With carefully selected buy ratings across our Clean Tech coverage, First Solar remains one of the fundamentally strong business for investors looking for a US based panel production company along with a strong balance sheet.” Read more. KeyBanc reiterates Nvidia as overweight Key said the stock remains best positioned. “We see NVDA as remaining uniquely positioned to benefit from AI/ML secular data center growth within the industry.” TD Cowen initiates US Foods as buy The firm said it’s well positioned for growth. “We expec t USFD t o achieve the medium-term guidance framework of 5% rev growth, 10% adj EBITDA growth, and 20% EPS growth given diversified exposure to the faster growing and higher margin subsegments of the industry.” TD Cowen initiates Chefs’ Warehouse as buy TD Cowen said it has a differentiated offering. “We expect Chefs’ category-leading track record to persist, driving our Street-high 2026E revenue & above-consensus 2027-28E.” TD Cowen initiates Performance Foods as buy TD Cowen said it sees volume growth. “We model $7+ in 2028E EPS, with 2 years of 20%+ EPS growth fueled by sales leverage from our above-consensus Foodservice rev est, along with procurement savings, M & A synergies & other efficiencies under the PFG One playbook.” Goldman Sachs upgrades Rentokil to buy from neutral Goldman said it sees solid growth for the business services company. “While Rentokil’s growth currently lags the market, we believe the company’s growth strategy has been supporting a slow but steady improvement in pest services organic growth, which we expect will continue over the next few quarters, allowing the company to reach MSD organic growth by 2027.” JPMorgan reiterates Apple as overweight The firm raised its price target to $345 per share from $325 in Apple. “However, even as short-term consumer responses to the unprecedented price increases, precipitated by the rise in memory costs, are being debated by investors, we believe there are several drivers to lead the revenue and earnings outcomes to be much more favorable than currently feared by investors.” Morgan Stanley initiates Kingsoft Cloud as overweight Morgan Stanley said it sees plenty of upside for the cloud company. “We like Kingsoft Cloud’s early and firm transition from a mid-tier commodity cloud player to AI cloud, with rapidly accelerating AI revenue and improving profitability, anchored by powerful ecosystem support from Xiaomi and Kingsoft Group.” Deutsche Bank initiates Vnet Group as buy Deutsche said it sees robust bookings for the company. ” VNET is one of China’s leading carrier-neutral data center operators, serving more than 7,000 enterprise customers through a combination of retail colocation, wholesale hyperscale data centers, cloud services, and enterprise networking.” Morgan Stanley initiates SpaceX as overweight Morgan Stanley said in its initiation of SpaceX that the company has plenty of upside. “With an ‘X of 1’ position in space infrastructure, we believe SpaceX can convert energy into intelligence at scale with optionality to monetize through a range of consumer and enterprise solutions for the next era of AI… the final frontier.” Wolfe initiates Ferrari as outperform Wolfe said Ferrari i s “underappreciated.” “We expect above-consensus FY27 revenue acceleration driven by new models ramp, and see upside to FY30 targets from pricing benefit of fully renewed lineup.” Roth initiates Jag Uranium as buy Roth says the uranium company is “undervalued.” “We are initiating coverage of Jaguar Uranium Corp. (JAGU) with a Buy rating and $3.20 price target. We believe JAGU is undervalued and under-followed by the market. Additionally, we believe near-term catalysts should provide a base of value resulting in a re-rating of its shares.” Raymond James initiates WhiteHawk Minerals as strong buy Raymond James said it has a “bullish long-term gas outlook” for the company. “We believe WhiteHawk Minerals ( WHK) provides investors with low-risk exposure to the bullish long-term natural gas outlook over the next several years driven by the combination of ramping LNG exports and AI-driven power demand.” Barclays initiates American Healthcare REIT as overweight Barclays said the senior housing REIT is well positioned. ” American Healthcare REIT ( Overweight) stands out with above-average RIDEA [REIT Investment Diversification and Empowerment Act] exposure and a relatively small portfolio, supporting strong internal and external growth. Barclays initiates Wise as overweight Barclays said the company is firing on all cylinders. “We maintain our conviction in Wise a s a high-quality growth compounder, supported by the scaling of the Platform business, ongoing market share gains, and structural expansion across both the Personal and Business segments.” William Blair initiates Arlo Technologies as outperform The firm said it sees accelerating subscription growth. “Arlo is a leading AI-enabled software platform for protecting and managing connected homes and devices across the smart home security market.” Bank of America upgrades Figma to buy from neutral Bank of America reinstated coverage and upgraded the stock saying it’s too attractive to ignore. “We are reinstating coverage o f Figma (FIG) with a Buy rating and a $30 PO, based on 8x CY27E EV/Sales. The stock is down 85% from its 52-week high amid concerns that generative AI could disrupt the design layer and compress its value.” Bank of America reinstates Shopify as buy Bank of America said the company is ready for the next phase of growth. “We are reinstating coverage with a Buy and a $150 PO, based on 22x CY27E EV/Gross Profit, as we believe Shopify could be a core beneficiary of the shift toward AI-driven, agentic commerce rather than being disintermediated by it.” JPMorgan reiterates Eli Lilly as overweight The firm raised its price target to $1,400 per share from $1,300. “Heading into LLY’s 2Q results (August 5), our estimates are above consensus and we see strong results based on the continued ramp of Mounjaro internationally and healthy growth in the US obesity market.” RBC reiterates Tesla as outperform RBC raised its price target to $500 per share from $475. “….we raise our Tesla P T to $500 by incorporating a 25-30% premium to current trading levels, (and a 15% premium to the stock’s intrinsic value), owing to a potential SpaceX acquisition scenario based on unconfirmed media reports.”Read More
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