Here are Tuesday’s biggest calls on Wall Street: Deutsche Bank upgrades Palantir to hold from sell Deutsche upgraded the stock following earnings and said it was “late” but that the stock remains well positioned. “We were admittedly quite late to the party in appreciating how Palantir’s platform is uniquely positioned for AI and changed the trajectory of the company.” Read more. Bank of America reiterates Palantir as buy Bank of America raised its price target on the stock to $180 per share from $150. “We see Palantir as a beneficiary of rapidly growing demand for Artificial Intelligence (AI)-platforms in both commercial and government end-markets.” Read more. Wells Fargo initiates Lionsgate as overweight Wells Fargo said it’s bullish on shares of the movie theater company. “We view LION as an attractive pure-play studio asset that should benefit from industry M & A as strategic buyers look to beef up content portfolios + an improving F27 slate.” Stifel initiates D-Wave Quantum as buy Stifel said shares of the quantum computing company have more room to run. “We are initiating coverage of D-Wave Quantum, Inc. (QBTS) with a Buy rating and $26 target price. RBC initiates Gildan Activewear as outperform RBC said the clothing company is “executing.” “We initiate coverage of Gildan Activewear with an Outperform rating and $61 price target.” UBS downgrades Novo Nordisk to neutral from buy UBS said it sees too many negative catalysts for the biopharma company. “Equity story for Novo is very challenging; we downgrade to Neutral.” Citi adds a positive catalyst watch on Penske Automotive Citi said investors should buy the dip in shares of the transport company. “We are putting PAG on a 30-day catalyst watch, reflecting our view that the typical earnings season sell-off has created an opportunity.” Morgan Stanley upgrades Globe Life to overweight from equal weight Morgan Stanley said in its upgrade of Globe Life that it sees a slew of positive catalysts ahead for the financial services company. “The earnings profile appears promising given stabilized Health segment and supportive Life segment. Upgrade to OW.” Wells Fargo initiates QXO as overweight Wells said the residential building materials company is a “long term growth” story. “We initiate on QXO at Overweight, $30 PT.” Bernstein reiterates Oracle as outperform Bernstein raised its price target on Oracle to $308 per share from $269. “we expect Oracle’s growth to accelerate for the next few years; revenue and operating profit growth will accelerate and once growth slows FCF margins will rebound and the value created for investors will be substantial.” Read more. Rothschild & Co Redburn upgrades Dow to buy from neutral The firm said in its upgrade of Dow that it likes the chemical company’s buybacks. “The dividend cut has reset capital allocation, with flexibility to create value by repaying debt and introducing a more opportunistic buyback program that would be highly accretive at the current share price.” Morgan Stanley downgrades Block to equal weight from overweight Morgan Stanley downgraded the stock on valuation ahead of earnings later this week. “Trading at $76 and above our PT we believe valuation is fair at current levels and think most of the anticipated acceleration in Square and Cash App growth is widely built into expectations, and note that we view XYZ as a crowded long into the 2Q print. Morgan Stanley reiterates Nvidia as overweight The firm said Nvidia is a beneficiary as AI capex remains robust. “Hyperscalers’ Capex Remains Strong into 2026. … .we see AI demand remaining strong. In AI semis, we are OW Nvidia , Broadcom, TSMC…” Citi upgrades Wayfair to buy from neutral Citi said it missed the “real upside” but that shares remain compelling. “We are upgrading W to Buy. We had downgraded to Neutral after initial tariff announcements and missed real upside, but still upgrade to Buy as the tariff macro has been less of an impact than expected, execution has continued (we never doubted this), and Wayfair has demonstrated that it’s very well positioned to capture share amidst market disruption.” Wells Fargo upgrades Sprouts to overweight from equal weight Wells said investors should buy the dip in the health grocery chain. “Upgrading SFM to Overweight on its recent pullback. Strong secular growth, a differentiated model, idiosyncratic self-help, a robust growth runway, and a sprinkle of controversy make the stock a compelling idea, in our view.” JPMorgan downgrades International Paper to neutral from overweight JPMorgan downgraded International Paper following earnings. “With these doubts now out in the open and the share price down ~17% since the results, we assess what to do from here and conclude that: (1) near and medium-term expectations are too optimistic and will be a headwind to the shares; (2) the improving US market supply side picture and market discipline are positive tailwinds, but this is a tailwind for peers as well;” Bank of America reiterates Live Nation as buy The firm said the concerting and ticketing company is best positioned. “LYV remains well positioned to benefit from continued growth in consumer demand for live entertainment over the intermediate/longer-term, while healthy consumer sentiment and solid consumer spending trends will likely drive solid near-term results.” UBS upgrades Fulgent Genetics to buy from neutral UBS said the gene sequencing company is well positioned for share gains. “We’re assuming coverage and upgrading Fulgent Genetics (FLGT) to Buy from a Neutral rating.” Loop reiterates Meta as buy Loop raised its price target on the stock and said Meta shares have plenty more room to run. “We think Meta’s user reach and frequency, ability to invest and management’s execution track record will drive the stock’s earnings multiple toward the other mega-cap tech elite. We are raising estimates and increasing our PT to $980 from $888 previous while keeping our target valuation unchanged at 30X 2026 GAAP earnings, plus cash.”