Here are the biggest calls to Wall Street Tuesday: Bernstein Initie Cameco at Outperform Bernstein says that the Uranium miner is a nuclear beneficiary. “We start coverage on Cameco (CCJ) in Overperform with a price target of $ 52 / SH (27% increased potential).” DA Davidson initiates Blackline at Buy DA sees a “strong opportunity” to have actions of the company software company. “We are initiating Blackline coverage with a purchase note, arguing that its recent products, pricing and partner initiatives all align themselves in support of a greater value capture where Blackline has the strongest competitive advantage – complex accounting processes in the largest organizations in the world.” Meilius Dubache Kroger for sale from Hold Melius degraded the grocer, citing increasing competition. “KR was once at a distance from the crazy we swimming significantly WMT in the presence in the landscape of the American grocery store.” Morgan Stanley improves Keurig Dr. Pepper to Overponde Morgan Stanley sees a “opportune” entry point in the stock of drinks. “Go to OW – undersea of the potential growth building compared to peers, KDP potentially ready to get out of its commercial range.” Goldman Sachs improves Ulta to buy from Goldman Neutre says that the beauty stock has affected a “background”. “We improve Ulta to buy from Neutral with a target of 12 months updated of $ 423. We have been on the sidelines with this name since December 2022 given our concerns concerning the normalization of sales of the beauty industry and the loss of market share of the prestige.” Goldman Sachs improves Sell Goldman self -neutral self -neutral said that the automotive parts company has a pricing power. “We improve Azo to Neutral, from sale to reflect the attractiveness of the company’s defensive activities in the current macro environment and that 1) the company’s trajectory” do it for me “(DIFM) of the company seems to improve …” Stephens initiate the crowdsstrike at Overponde. “CRWD: Large and wide cyber platform + platform + at 20% Grower + scale entrusted in the net acceleration of new (annual recurring income) in 2 hours + a strong profitability.” Citi reiterates Apple while Buy Citi says he sticks to Apple after Monday release of an iOS update. “We believe that Apple will probably reset the expectations of SIRI software during the next profit call before heading to the (World Conference of Developers) on June 9. The Deutsche Bank Initie Trex at Buy Deutsche declared in its Trex initiation that the wooden terrace manufacturer was a high -level idea.” Dominating market share in the growth of composite terraces led by Materials. “The Shake Shack loop upgrades to buy at Hold Loop indicate that the decline in the stock is” unjustified “.” We improve Shak to buy this morning with a PT of $ 127, on the basis of ~ 25x our EV / EVA / EBITDA estimate. “Raymond James reiterates NVIDIA as a strong Raymond James. NVIDIA after an Asia Tech tour. “We continue to consider Genai as a multi-year back wind and believe that the actions already reduce a material slowdown in the IA expenditure in 2026.” “We have a subjugation note on the TSLA. We continue to see the growth reduction in delivery and the yield of reduced price reductions resulting in a drop of ~ 280 SBPS in Y / Y in the credits of 2025 Auto (gross margin). We remain skeptical about the deployment of cybercab in Austin.” TD Cowen Mosnces First Watch to buy from Hold Td Cowen declared in its upgrade of First Watch that he sees an attractive risk / reward for the breakfast and brunch company. “We see a favorable risk / reward because we expect 2025 to be an improved year (sales with comparable stores) from more efficient and higher marketing levels, while there are signs of 2024 other -winds to dissipate.” Bank of America Réitère Amazon because Buy the Firm is optimistic about Amazon’s AIA agent, Nova, saying that this could help “aspects of retail purchases”. “Amazon has launched several new features of its fundamental Nova model, including a new website to explore models, and Amazon Nova Act, an agentic AI model that can perform and automate actions within a web browser.” Jefferies Cup American and Delta to keep Buy and Southwest to underperform the Hold The Bank Dowaded American, Delta and Southwest, saying that he is concerned about the slowdown in travel. “We lower them is Q1 / Q2 with March outing rates on summer (AVG Q2 EPS -14% vs rue) as the feeling of businesses and consumers to stay soft on macro swelling uncertainty + Flattish GDP.” Morgan Stanley raises the American tower overwhelmingly in equality of weight Morgan Stanley declared in its upgrade of the American Tower that the mobile phone company is beneficiary of the data center. “We are also expected to growth in two -digit income in its data center segment in the coming years. Finally, we think that management is open to monetizing non -essential assets over time if the opportunities arise.” Citi reiterates Micron as Buy The Firm says he sticks to the actions of the semiconductor manufacturer. “We reiterate our purchase rating on Micron and maintain our target price of $ 120, or 10x F26e, in accordance with its historical average but below the peers of the AI.”
