Listed here are the most important calls on Wall Road on Tuesday: Evercore ISI reiterates Amazon as chubby Evercore says it is sticking with the inventory forward of earnings later this week. “We see an In-Line & Decrease quarter because the almost definitely final result for AMZN’s Q3 EPS outcomes.” Evercore ISI reiterates Uber as chubby Evercore says it is bullish on Uber heading into earnings on Thursday. “Primarily based on intra-quarter information factors and our mannequin sensitivity evaluation, we imagine UBER will possible print a Modest Beat & Bracket Q3.” Janney upgrades First Photo voltaic to purchase from impartial Janney says the photo voltaic firm is enticing forward of earnings on Tuesday afternoon. ” FSLR: Upgrading to BUY from Impartial on Improved Danger- Reward; 3Q24 Earnings At this time After the Shut Might Present an Alternative.” Evercore ISI reiterates Meta as chubby Evercore says it is sticking with Meta forward of earnings on Wednesday. “Primarily based on intra-quarter information factors and our mannequin sensitivity evaluation, we imagine META will possible print a modest Beat & Bracket Q3.” Goldman Sachs reiterates Ford as purchase Goldman says it is sticking with Ford following earnings on Monday. “For 2025, we imagine financial development (e.g. housing begins) and decrease charges within the US can contribute to comparatively steady enterprise circumstances, particularly if OEMs [original equipment manufacturers] make progress over the subsequent a number of months on stock.” Wells Fargo initiates The Commerce Desk as chubby Wells says the advertising and marketing tech firm is properly positioned for development. “We see a number of elements benefiting TTD : AMZN accelerating shift of advert spend to CTV [connected tv], new partnerships ramping & GOOGL distracted w/regulatory woes.” Wells Fargo initiates App Lovin as chubby Wells says the cellular recreation software program firm is a share gainer. “We imagine the cellular recreation consumer acquisition market is giant sufficient for APP to compound 20-30% software program income development by means of 2027.” Citi reiterates Apple as purchase Citi says it is sticking with Apple forward of earnings later this week. “We imagine a protracted Apple Intelligence software program launch possible impacts typical iPhone gross sales seasonality this yr. … .That mentioned, we nonetheless imagine in a powerful +9% Y/Y iPhone 17 unit pushed improve cycle subsequent yr as soon as Apple Intelligence software program is absolutely launched.” Barclays reiterates Tesla as equal weight Barclays raised its worth goal on the inventory to $235 per share from $220. “As common, Tesla stays a polarizing inventory, with bulls/bears emboldened of their view. Whereas we nonetheless see no scarcity of questions on future technique in addition to the longer term trajectory of fundamentals, we imagine for now Tesla has achieved a golden steadiness of regular fundamentals and narrative command.” Barclays upgrades Summit Supplies to chubby from equal weight Morgan Stanley reiterates Planet Health as chubby Morgan Stanley raised its worth goal on Planet Health to $89 per share from $84 and says buyers can buy the dip. “We now anticipate full-year unit openings on the low-end of prior outlook, however that is greater than offset by our improved SSS [same-store sales] forecast.” Bernstein reiterates Walmart as a prime decide Bernstein says the large field retailer stays a prime thought on the agency. “On the inventory stage, WMT is our prime decide (Outperform, TP $95.00) as we anticipate the corporate to leverage its scale to supply nice worth to shoppers and to develop e-commerce profitably.” Citi upgrades Coca-Cola Femsa to purchase from impartial Citi mentioned the Mexican Coca-Cola firm is properly positioned. “We improve KOF to Purchase. KOF has been sustaining sturdy operational efficiency in 2024, boosted by each Brazil and Mexico.” TD Cowen downgrades Tapestry to carry from purchase TD Cowen mentioned in its downgrade of Tapestry that it is downgraded the proprietor of Coach on valuation. “In the meantime, we’re cautious on lack of upside on muted China and U.S. shopper tendencies, double-edged M & A threat elements on pending CPRI deal, and portfolio platform technique.” Mizuho initiates Evergy as outperform Mizuho says the electrical providers utility firm is finest positioned for development. “We’re initiating on EVRG with an Outperform ranking and a $67 PT.” Stephens upgrades Regionals Monetary to chubby from equal weight Stephens says the regional financial institution is undervalued. “With that now not the case, we now see Areas as undervalued at 10.0x 2026 estimates relative to an estimated ROA of 1.29%. Accordingly, we’re elevating our ranking on RF to OW from EW.” Guggenheim reiterates Netflix as purchase Guggenheim raised its worth goal on the inventory to $825 per share from $810. “We elevate our working earnings outlook for 2025 with our 29% margin estimate above 28% information. Our 9% 2025 value development consists of an acceleration in content material, advertising and marketing and know-how spend as Netflix additional invests in its core streaming benefit and increasing promoting and gaming initiatives.” Guggenheim initiates Six Flags as purchase Guggenheim says the theme park firm is properly positioned for development. “We’re initiating protection of Six Flags Leisure (FUN) with a BUY ranking and $52 worth goal.” Mizuho reiterates Robinhood as outperform Mizuho raised its worth goal on the inventory to $29 per share from $24. “We anticipate the continued heightened market exercise and volatility to assist HOOD present sturdy buying and selling outcomes when reporting on Wednesday. We’re updating our mannequin utilizing precise July & August month-to-month metrics; elevating 3Q, 4Q and medium-term estimates.” Barclays initiates Arcosa as chubby Barclays says it is bullish on the development engineering firm. “We launch protection with an Chubby (OW) ranking. We usually favor much less complicated shares however ACA is on a long-term path to realize that. It has a reputable CEO whom we have adopted in a past-life (i.e. in chemical substances) and within the six years ACA has been public the technique has been constant.”