Here are Tuesday’s biggest calls on Wall Street:

Oppenheimer reiterates Nvidia and Broadcom as outperform

Oppenheimer raised its price target on Nvidia to $200 per share from $175 and on Broadcom to $305 per share from $265.

“Our top picks are NVDA, AVGO, MRVL, and MPWR.”

Evercore ISI reiterates Tesla as in line

The firm said it’s staying cautious on Tesla shares.

“We believe the stock, today, is increasingly both NOISE & SIGNAL based on: 1) Unabated negative revisions, 2) Disappointing AV rollout, 3) Increasingly divisive political posting, & 4) Technicals on edge.”

Wells Fargo reiterates Microsoft as overweight

Wells raised its price target on Microsoft to $600 per share from $585.

“Recent field work suggests no slowdown in demand for MSFT’s AI solutions, bolstering our confidence in the 4Q & FY26 setup ahead. Further, recent cost actions help offset growing deprec burden, enabling DD%+ EPS growth next yr.”

Bank of America reiterates Meta as buy

The firm raised its price target on the stock to $775 per share from $765.

“Meta is our 2025 top Online ad stock as best-positioned company to benefit from AI-driven advertising share gains and upside.”

Bank of America reiterates Amazon as buy

The firm said it believes Amazon’s Prime Day was a success.

“Also, we think initiatives like improved inventory placement & robotics likely drove fast shipping speeds (we received our orders in 1 to 2 days) and strong consumer satisfaction.”

Bank of America reiterates Netflix as buy

Bank of America said it’s sticking with Netflix shares ahead of earnings later this week.

“We anticipate that Netflix’s (NFLX) 2Q25 results will be at least in line with guidance on key metrics including revenue, OI [operating income] and EPS.”

JPMorgan downgrades SolarEdge to neutral from overweight

JPMorgan downgraded the stock mainly on valuation.

“We are downgrading SEDG to Neutral from Overweight, given the stock’s significant outperformance recently,...”

Evercore ISI downgrades Southwest to in line from outperform

Evercore downgraded the stock on valuation.

“Our rating on LUV shares is reduced to In-Line from Outperform on YTD outperformance and relative valuation expansion.”

Jefferies downgrades DoorDash to hold from buy

Jefferies downgraded the stock on valuation.

“With the stock up 45% YTD and valuation at a 120% premium to Internet, we downgrade to Hold given DASH’s strong execution and growth algorithm appear fully reflected.”

Rosenblatt initiates Gitlab as buy

Rosenblatt said the software company is well positioned for growth and share gains.

“In our view, the growth in and complexity of modern cloud and emerging GenAI applications and the upsell opportunity for GitLab provide significant runway for growth.”

Cantor Fitzgerald initiates Oklo as overweight

Cantor said the nuclear power company is a market leader.

“Oklo is paving the way for the world to safely transition to a nuclear powered future.”