Here are the biggest calls on Wall Street on Tuesday:
Bank of America reiterates Nvidia, Micron and Marvell as buy
The firm says it sees an "enhanced" opportunity to own all three stocks.
"We flag several enhanced Buy opportunities: NVDA, MRVL, MU, LRCX, AMD, INTC, ADI, ON."
Raymond James upgrades Advanced Micro Devices to strong buy from outperform
The firm raised its price target to $641 per share from $565.
"AMD's CPU revenue contributes to its data segment and we have estimated the components. Server CPUs have represented the largest portion, and this should continue."
JPMorgan reiterates SpaceX as overweight
The firm says it's bullish on Grok.
"SpaceX's AI ambitions are coming into sharper focus & we are increasingly positive on Grok. ... Overall, while near-term AI revenue is largely driven by premium compute deals ($30-$50/watt), we expect improving Grok monetization, particularly among enterprises, to become an increasingly important driver over time."
Wolfe reiterates Netflix as outperform
Wolfe raised its price target to $95 per share from $84.
"After analyzing millions of data points from Netflix's viewing history, we believe the timing of new content releases was largely to blame for soft 2Q subscriber and engagement results. 3Q content slate looks stronger, live looks like it's adding value. Raise PT to $95."
JPMorgan reiterates Dell as overweight
JPMorgan raised its price target on Dell to $565 per share from $550 ahead of earnings in early September.
"We expect Dell to raise its FY27 (Jan-end) revenue guidance once again, building on the already upgraded outlook of +47% growth."
Goldman Sachs reiterates Coinbase as buy
Goldman raised its price target to $196 per share from $173.
"In addition, Buy-rated COIN offers upside optionality from any persistent improvement in the crypto backdrop, and continues to see strong idiosyncratic growth in newer businesses (including derivatives and prediction markets)."
Canaccord reiterates Strategy as buy
Canaccord raised its price target to $175 per share from $130.
"Like a breath of fresh air, the setup for MSTR has materially brightened over the last couple of weeks, in our view."
Wolfe upgrades Moderna to peer perform from underperform
Wolfe says it sees the company leaning "deeper into therapeutics across oncology and rare disease."
"We upgrade MRNA to a Peer Perform (previously Underperform)."
UBS upgrades Fluence to neutral from sell
UBS says the solar energy storage products company is at an "earnings trough."
"The recent FY2026 guidance cut likely establishes a trough in near-term earnings expectations for FLNC, creating a favorable benchmark as earnings growth reaccelerates in FY2027, in our view."
Morgan Stanley upgrades Dynatrace to overweight from equal weight
Morgan Stanley says it sees improving growth for the observability company.
"With the healthiest observability market in years, DT is set to accelerate, fueled by a fast-growing renewal base + a broadening platform to win consolidation deals."
Loop downgrades Five Below to hold from buy
Loop downgraded the stock on valuation.
"We are downgrading the shares of Five Below to a Hold from a Buy rating while maintaining our $250 price target."
