Here are Tuesday’s biggest analyst calls: Nvidia, Apple, Micron, Pershing Square, Dell, Occidental & more
Here are Tuesday’s biggest calls on Wall Street: UBS upgrades Vipshop to buy from neutral UBS said the Chinese e-commerce company has earnings resilience. “Amid still muted consumption and intense e-commerce competition, we think Vipshop’s (VIPS) near-term growth will remain under pressure. However, we flag more attractive earnings quality and shareholder returns.” JPMorgan initiates Seaport Therapeutics as overweight JPMorgan said it’s bullish on the biotech company. “We are initiating coverage of Seaport Therapeutics, Inc. (Seaport; SPTX) with an Overweight rating and a Dec 2027 price target of $42.” Citi initiates Pershing Square as buy Citi said the stock has some of the “best attributes” for an asset manager. “We are initiating coverage of Pershing Square with a Buy/High Risk rating and $50 price target.” Read more. Stifel upgrades Booz Allen Hamilton to buy from hold Stifel said the stock too attractive to ignore. “Fundamentals are slowly improving, the stock is beaten down, and evidence suggests the risk of guidance cuts are in the rearview mirror. While BAH’s FQ4 2026 earnings (ended March 31, 2026) were not too consequential (revenue slightly below estimates but higher margin), our upgrade is anchored on low valuation and low expectations.” JPMorgan upgrades Cognex, Timken and Allient to overweight from neutral JPMorgan upgraded the three stocks and said they have positive exposure to robotics and humanoids. “We are upgrading Allient ( ALNT), Cognex ( CGNX), and Timken (TKR) to Overweight, and reiterating Overweight on RRX, HLIO, and GTES, reflecting our conviction in both robust short-cycle recovery and structural tailwinds from data centers, robotics, and humanoids.” Goldman Sachs initiates Hemab Therapeutics as buy Goldman said the biotech company has plenty more room to run. “Multiple assets in development to treat orphan and large bleeding disorders: We initiate coverage on Hemab (COAG) with a Buy rating and $36 PT.” UBS reiterates Micron as buy UBS raised its price target to $1,626 from $535. “We believe the market will start to put a more ‘normal’ multiple on the stock and MU will continue to re-rate higher as more details emerge about the structural changes AI has driven to the entire memory complex.” Read more. Rothschild & Co Redburn reiterates Nvidia as buy The firm raised its price target on Nvidia t o $300 per share from $280. “We judge the quarterly execution to have been near-immaculate. Datacentre revenues accelerated from an ARR of $250bn and 75% YoY growth (4Q) to an ARR of $300bn and 92% growth YoY (1Q). Sales to hyperscale customers grew an impressive 115% YoY as capex spend shifts towards silicon from land and buildings in 2025. This execution is impressive.” UBS initiates Dave Inc as buy UBS said it sees robust growth for the neobank company. “We initiate coverage of Dave with a Buy rating and $300 price target, with the view that the market underestimates the durability of Dave’s high velocity credit model and earnings growth trajectory.” Morgan Stanley initiates Avalyn Pharma as buy Morgan Stanley said the biotech company has a robust pipeline. “With positive data for its inhaled reformulations of validated anti-fibrotics, AVLN is well-positioned to address the pressing unmet needs of pulmonary fibrosis patients.” TD Cowen upgrades Lear to buy from hold The firm said the auto supplier has plenty of upside. “We vie w Lear as being well positioned for our NA auto production upside call, which should drive multiple expansion.” Bank of America reiterates Apple as buy Bank of America raised its price target on Apple to $380 per share from $330. “We raise the multiple to account for the significant opportunity in agentic AI. Reiterate Buy rating.” Susquehanna initiates Woodward as positive The firm said the aerospace supplier company is firing on all cylinders. ” Woodward (WWD) designs, manufactures and services fluid, combustion, electrical, propulsion, and motion control systems that perform in extreme environments – from aircraft and power plants to marine vessels, refineries, and mines.” Melius reiterates Dell as buy Melius raised its price target on the stock. “Furthermore, our targets surges to $380 (from $245) as Dell clearly deserves a higher multiple given its long-term growth that looks well above its long-term EPS growth target of 15%. Reiterate Buy.” Barclays upgrades Occidental Petroleum to overweight from equal weight Barclays said shares are attractive. ” OXY has seen among the most multiple compression in our coverage YTD due to a combination of strong operational execution and higher oil prices.”
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