Listed below are Tuesday’s greatest calls on Wall Avenue: TD Cowen upgrades Ametek to purchase from maintain TD Cowen mentioned the commercial firm is executing nicely. “AME is executing nicely at a time when exposures broadly present each help and optionality – markets which are doing nicely and will maintain (utility), ones which are sturdy and will speed up (comm aero), and ones poised to enhance off weaker ranges / slower development” Oppenheimer initiates Aardvark Therapeutics as outperform Oppenheimer mentioned the biotech firm has a “differentiated uncommon and customary weight problems franchise.” “We provoke protection with an Outperform ranking and a $35 PT as AARD builds a differentiated uncommon and customary weight problems franchise—and forward of subsequent yr’s key readout.” Piper Sandler upgrades SEI Investments to obese from impartial Piper mentioned it sees margin growth for the asset supervisor. “Gross sales momentum has accelerated dramatically, with $144M in wins over the previous yr, up 40% YoY. As these wins onboard over coming quarters, we anticipate significant income acceleration and margin growth. SEIC already operates at practically 30% margins, however this gross sales inflection mixed with continued expense self-discipline ought to drive additional upside. Evercore ISI downgrades Coty to in line from outperform Evercore mentioned it sees an excessive amount of uncertainty for the wonder firm after its CEO change. “Sue Nabi stepped down as CEO and Coty’ s board appointed Procter veteran Markus Strobel to guide Coty at a pivotal juncture, marked by the continuing strategic overview of the agency’s Client division ─ a enterprise that accounts for ~15% of income however practically the entire operational challenges and bearish sentiment.” Canaccord reiterates Tesla as purchase Canaccord raised its worth goal on shares of Tesla forward of its supply report. “Total, sure, 4Q25 supply expectations are being revised decrease. Nevertheless, the reset within the US EV market is laying the groundwork for a extra sturdy and engaging longterm demand setting. … Taken collectively, these underlying positives outweigh the close to time period earnings reset within the valuation framework, supporting a rise in our goal worth from $482 to $551 at the same time as 4Q25 supply estimates transfer decrease.” Learn extra. Raymond James initiates Levi’s as outperform Raymond James initiated the denim firm and says it is nicely positioned for EPS development. “We provoke protection on Levi Strauss & Co. (LEVI) with an Outperform ranking and a $26 worth goal.” Raymond James reiterates Superior Micro Gadgets as outperform and Nvidia as sturdy purchase The agency mentioned each shares have upside following stories Nvidia plans to renew chip shipments to China. “Within the wake of current information concerning potential resumption of GPU gross sales to China, we take the chance to evaluate the potential upside for AMD and NVIDIA. A number of transferring items stay, making it tough to evaluate the precise consequence, however in an optimistic state of affairs, we estimate AMD might see ~$500-800M of income upside and ~$0.10-0.20 of non-GAAP EPS upside, and NVDA might see ~$7-12.5B of income upside, which interprets to ~$0.15-0.30 of non-GAAP EPS upside in 2026.” Baird reiterates Meta as outperform Baird lower its worth goal on the inventory to $815 per share from $820 however says traders should purchase the dip. “Reviewing the present bull vs. bear battleground for Meta, we acknowledge additional near-term dangers to sentiment, however consider embedded expectations are in higher stability vs. three months in the past, and encourage traders to be opportunistic consumers.” Mizuho reiterates First Photo voltaic and Sunrun as outperform Mizuho mentioned the 2 photo voltaic corporations are its favourite concepts in 2026. “We like FSLR , RUN that proceed to profit from favorable tax credit score and tariff insurance policies, and which additionally have not but seen any direct demand from AI but.” Needham reiterates Reddit as purchase Needham says the inventory is firing on all cylinders and is a finest concept in 2026. “We add RDDT to the Conviction Listing, changing Roku, which is up 48% YTD in 2025.” Loop initiates MarineMax & Malibu Boats as purchase Loop mentioned in its initiation of each boating corporations that they’re undervalued. “We’re initiating on the Marine Trade with BUY rankings on HZO ( PT $29) and MBUU ( PT $34)…” JPMorgan reiterates Apple as obese JPMorgan says its survey checks present Apple’s iPhone 17 lead instances are moderating. “In Week 15 of our Apple Product Availability Tracker, lead instances throughout the iPhone 17 sequence moderated by three days, relative to unchanged lead instances noticed from Wk14 to Wk15 within the prior yr for iPhone 16, with common lead instances now monitoring at ~3 days, which is consistent with the prior yr.” Evercore ISI reiterates Stay Nation as outperform Evercore says the ticket and leisure firm is a high choose in 2026. The agency additionally raised its worth goal to $188 per share from $168. ” Stay Nation i s our high choose in Media for 2026, supported by our outlook for accelerating consolidated [adjusted operating income] development, sturdy demand for dwell occasions, and growing visibility into the earnings energy of Venue Nation, the corporate’s venue growth and operations platform.” Learn extra. Deutsche Financial institution reiterates FedEx as purchase Deutsche says the inventory is reasonable. “FDX generated enviable income development of seven% general, or 8% in its Specific division, fueled by double-digit development in its home enterprise, which we expect shall be unmatched throughout Transportation suppliers. Citi downgrades China to impartial from obese Citi’s rising markets group downgraded China as a consequence of issues a few “lackluster macro image.” “China is downgraded to Impartial (from Obese) amid much less favorable EPS revision dynamics and a lackluster macro image.”