Biggest analyst calls on Wall Street are in for Tuesday, with several stocks getting upgraded or downgraded by top firms. Here’s a rundown of the key moves:
TD Cowen reiterated its buy rating on Amazon (AMZN) ahead of earnings, raising its price target to $250 per share. The firm expects the company to beat Q2 25 consensus estimates and provide a solid Q3 25 guide.
Raymond James upgraded PNC to outperform from market perform, citing recent commentary at an investor conference and increasing its EPS estimates. Wells Fargo reiterates Alphabet (GOOGL) as equal weight, raising its price target to $177 per share. The firm expects temporary relief from competition and disruption narrative.
Deutsche Bank upgraded General Dynamics (GD) to buy from hold, citing a robust balance sheet and better EBIT growth than peers. TD Cowen reiterated its buy rating on Netflix (NFLX), raising its price target to $1440 per share.
Bernstein initiates Bilibili as outperform, saying the China online video sharing company is entering a new multi-year growth phase. KeyBanc upgraded Sunrun to sector weight from underweight, citing stable tailwinds and ongoing market consolidation.
Stifel downgraded CoreWeave to hold from buy, citing uncertainty surrounding its deal to buy Core Scientific. Loop downgraded Shake Shack to hold from buy, mainly on valuation concerns. HSBC downgraded Goldman Sachs and JPMorgan to reduce from hold, taking a more cautious stance following the rally.
Bernstein reiterated its outperform rating on Nvidia (NVDA), saying the company remains extremely well-positioned with an enormous datacenter opportunity. Morgan Stanley reiterates Tesla as overweight, sticking with the stock as a top pick. TD Cowen upgraded Capital One to buy from hold, citing significant capital return and consistent growth.
Mizuho initiates Vital Farms as outperform, saying the egg producer is well-positioned. Raymond James upgraded Parsons to strong buy from market perform, citing estimates de-risked and opportunities in defense and national security contracts.
Bernstein raised its price target on Oracle (ORCL) to $269 per share, saying the company’s growth story is shining through. UBS upgrades KeyCorp to buy from neutral, citing building momentum and potential for net interest income upside surprises.
Source: https://www.cnbc.com/2025/07/08/tuesday-wall-street-stocks-from-analyst-calls-like-nvidia.html