Here are the biggest calls on Wall Street on Tuesday:
The firm says it’s bullish heading into Nvidia earnings next week.
“The next important test for AI bulls comes on Feb. 26 when NVDA reports FQ4 results.”
Evercore says it’s bullish on Apple’s upcoming iPhone SE launch.
“The fourth-generation iPhone SE is expected to be released sometime around March (expecting an announcement in mid/ late February). We think this could modestly bolster growth in Mar-qtr but be more material as units ramp-up in Jun qtr and Sept-qtr.”
The firm says the electric vehicle maker is well positioned in the humanoid space.
“We continue to view Tesla as one of the leading enablers of humanoid robotics in the Western world and anticipate growing investor interest in TSLA’s role in this potential multi-trillion TAM end-market.”
Morgan Stanley says the company has potential to be a robotics leader.
“We view META’s potential movement into robotics as a furthering of its already rapidly expanding wearables offerings we have written about ..”
The firm says it’s sticking with its buy rating on Dell ahead of earnings next week.
“Our Buy rating is based on broad product portfolio, upside from AI, growth faster than the market, continuing share gains, and opportunity to grow margins over the next several years...”
Wolfe says it’s bullish on the stock ahead of earnings next week.
“We are upgrading shares of SNOW to Outperform with a $235 PT ahead of the company’s F4Q25 Earnings print (2/26).”
Barclays said in its downgrade of the biotech company that it sees “limited upside” right now.
“While we continue to believe in MRNA’s differentiated platform, we see limited upside due to policy risk and lack of other major clinical catalysts.”
Jefferies says it sees a slew of positive catalysts ahead of the casino and hotel company.
“Upgrading WYNN to Buy from Hold. From our perspective, the long-term capital investment pipeline and the stability of the core business should drive upside.”
Deutsche says it’s bullish on the biotech company’s HIV treatment franchise.
“We’re upgrading GILD to a Buy and raising our DCF-based PT to $120 (prev. $80 PT) - our upgrade is based on GILD life cycle managing (LCM) its core HIV treatment (Rx) franchise ($17B in FY24) to yield steady Revenue growth deep into to the 2030s.”
Redburn says the stock is an “appealing investment opportunity.”
“GE Aerospace stands out as the engine maker with the largest and most profitable installed base, offering investors sustained earnings growth and good cash conversion well into the 2030s, with limited volatility and downside risks.”
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