Here are Tuesday’s biggest analyst calls: Nvidia, Alphabet, Ferrari, Take-Two, TripAdvisor & more
Here are Tuesday’s biggest calls on Wall Street: Wedbush upgrades TripAdvisor to outperform from neutral The firm said the stock is underappreciated. “We believe the TripAdvisor story presents five underappreciated catalysts: 1) a governance transformation after the Apr’25 close of the LTRIP merger, which eliminated controlled-company status, 2) activist involvement by Starboard Value (9%+ stake; cooperation agreement for Board seats)…” Susquehanna upgrades Knight-Swift to positive from neutral The firm said the trucking company and is underappreciated. “The earnings outlook remains strong for asset based TL/LTL, [truckload/ less-than truckload] but with good news largely priced in, we are staying selective: tactically long TFII on value/cash-generation and upgrading KNX as our preferred way to play the TL rate upcycle with underappreciated LTL optionality.” Daiwa reiterates Nvidia as outperform Daiwa said Nvidia has a robust competitive position. “Our impression is positive as to the keynote and the GTC event overall. Nvidia remains in a very strong competitive situation.” Goldman Sachs initiates Mobia Medical as buy Goldman said the medtech company has “significant upside potential.” “We initiate coverage on the shares of Mobia Medical ( MOBI) with a Buy rating and a 12-month price target of $31, representing ~130% upside potential.” Read more. UBS downgrades Sherwin-Williams to neutral from buy UBS said it’s concerned about the housing market. “We downgrade SHW t o Neutral from Buy. We continue to believe that SHW earnings have a lot of leverage to a U.S. housing recovery, however an unsupportive housing market pushes that timeline further out.” Deutsche Bank upgrades Macerich to buy from hold Deutsche said in its upgrade o f Macerich that it’s bullish on the real estate investment trust. “The bulk of the portfolio simplification and balance sheet de-levering is now largely done, and as such the associated earnings dilution feels mostly baked into earnings.” Piper Sandler initiates Take-Two Interactive as overweight Piper said the “release of Grand Theft Auto (GTA) 6 could be one of the greatest entertainment launches of all-time.” “We initiate on TTWO with an OW rating and $280 PT.” Read more. JPMorgan initiates Odyssey Therapeutics as overweight JPMorgan said the biotech company has plenty of upside. “We are initiating coverage on ODTX with an OW and a Dec-2026 PT of $26.” Goldman Sachs downgrades Intuit to sell from neutral Goldman said in its downgrade of Intuit that fundamentals are getting worse. “Our primary concern is that Intuit is entering a period of heightened competition in tax. Much of this concern is already reflected in the stock, at down -46% YTD vs. the S & P 500 +11%, and now trading at 19x GAAP EPS.” Goldman Sachs reinstates Neurocrine Biosciences as buy Goldman said it likes the biotech company’s growth trajectory. “We reinstate a rating on Neurocrine Biosciences (NBIX) at Buy with a $213 PT.” Canaccord initiates Enhanced Health as buy Canaccord said the telehealth company is well positioned. “We are initiating coverage of Enhanced Group (ENHA) with a BUY rating and $6 PT. Enhanced is a company that brings together a telehealth platform, nutrition & supplement offering, and a media & events platform called the Enhanced Games.” UBS initiates Seven Hills Realty Trust as buy UBS said the real estate investment trust is well positioned. “We initiate coverage of SEVN with a Buy rating (Price Target: $10)” Deutsche Bank reiterates GE Aerospace as buy Deutsche raised its price target on GE Aerospace and says it has “high conviction.” “Our target price increases to $380 (from $367) on higher 2028 EPS estimates. We reiterate our high conviction Buy rating.” Loop upgrades Hewlett Packard Enterprises to buy from hold Loop said that HPE “has arrived” following the company’s earnings report on Monday. “Upgrading to a Buy and raising our PT to $75 (from $23) as Apr Q was a historic blowout quarter as Agentic and Inferencing adoption is triggering not only amplified revenue growth but OM [operations manager] expansion as well.” Raymond James upgrades Atlas Energy Solutions to outperform from market perform Raymond James said in its upgrade of Atlas that investors should buy the dip in the energy company. “While 1Q26 results struggled from both internal and external challenges, it added clarity around the materially increased distributed power growth plans. This should set the stage for a future timeline of milestones in the evolution of Atlas into a meaningful contender in power solutions.” HSBC reiterates Alphabet as buy HSBC cut its price target on the stock but says it’s sticking with Alphabet. “Retain Buy, cut TP to USD420 (from USD435), implying ~14% upside . GOOGL remains uniquely placed to benefit from AI.” Evercore ISI upgrades Guardant Health to outperform from in line Evercore said in its upgrade of Guardant t hat the biotech company has several positive catalysts ahead. “We are upgrading to Outperform and raising our PT to $160.” Bernstein reiterates Ferrari as outperform Bernstein said Ferrari is the “master of its game.” “After all the angst and hand wringing about the Luce electric vehicle that Ferrari launched a week ago Ferrari’s Field of Electric Dreams – Launch of the Luce on the evening of 25 May that triggered an 8% drop in European trading of the stock and a 5% drop in the US the next day on 26 May, we have a story this week that prove once again that Ferrari is still the master of its game.” Citi initiates Mirum Pharmaceuticals as buy Citi said it sees a “catalyst-rich year ahead.” “We initiate coverage of MIRM with a Buy/High Risk Rating and $145 TP.”
About the Author
