UBS upgrades Dynatrace to Buy from Neutral

UBS says it sees a “healthy demand backdrop.”

“After speaking with 10+ checks we assume coverage of Dynatrace with a Buy rating. Overall our check feedback pointed to a modest growth acceleration and healthy demand backdrop driven by strong core APM [application performance monitoring] demand, logs traction, and an emerging AI lift.”

DA Davidson initiates Lincoln Electric as Buy

DA Davidson says the electric company is an “industrial compounder.”

“We are initiating coverage of Lincoln Electric with a ‘BUY’ rating and a $320 price target...”

Wedbush initiates Flutter as Outperform

Wedbush says it sees an “upside opportunity” from the company’s prediction markets.

“We initiate FLUT at Outperform with a $138 price target.”

Goldman Sachs reiterates Tesla as Neutral

Goldman says its checks show Tesla delivery numbers will come in ahead of consensus.

“We believe that Tesla’s 2Q26 vehicle deliveries are likely tracking ahead of consensus and we raise our forecast to 420K from 405K.”

Bank of America upgrades Exxon Mobil to Buy from Neutral

The firm upgraded the stock and says the company’s valuation is compelling.

“We estimate at today’s share price, the stock is pricing in LT $65/bbl, and we see low fundamental downside from here. If this peace deal does not materialize, and prices go back up, XOM should go back up as well, a free call option in our view.”

Wolfe upgrades Palantir to Peer Perform from Underperform

Wolfe says the company has the fastest growth rates in the industry.

“We resume coverage of PLTR as we think it has the best product market fit of any enterprise software company in the market today.”

Citi reiterates Apple as Buy

Citi says it’s sticking with Apple shares.

“We believe a premium is warranted to reflect expanding gross margins (ex tariffs), growing services sales mix, gradual Apple Intelligence adoption, and a strong balance sheet.”

Piper Sandler reiterates Oracle as Buy

Piper says the company is a top idea for the second half.

“ORCL has consistently been one of our top 5 favorite names this year, with the acknowledgment that the debt and capital raises would make.”

Melius initiates nVent Electric as Buy

Melius says the electric company is cheap.

“We are launching on nVent (NVT) with a Buy rating and 2-year price target of $214 (30x our 2028E EPS of $7.15), implying 27% upside from the current price.”

TD Cowen initiates Stevanato Group as Buy

TD Cowen says the life sciences company has plenty of upside.

“We initiate on Stevanato with a Buy rating and $25 PT because we believe the stock reflects too much skepticism around ramp costs and not enough of the improving mix, margin, and free cash flow story.”

Cantor Fitzgerald reiterates CoreWeave as Overweight

Cantor says CoreWeave shares are attractive.

“With shares trading on 6.2x EV/EBITDA we believe risk/reward is very attractive in the lead up to 2Q26 results.”

Raymond James initiates Aktis Oncology as Strong Buy

Raymond James says the radiopharma oncology company has a differentiated offering.

“We are initiating coverage of AKTS shares with a Strong Buy rating and $40 price target.”

JPMorgan upgrades CAMP4 Therapeutics to Overweight from Neutral

JPMorgan says shares of the biotech company have plenty of upside.

“We are upgrading CAMP4 (CAMP) to Overweight (from Neutral prior) and adjusting our price target (PT) to $9 for December 2027 (from $5 for December 2026 prior).”

BTIG initiates Better Home & Finance as Buy

The firm initiates coverage of the online mortgage technology platform and says it’s undervalued.

“We are initiating coverage of Better Home & Finance (BETR) with a Buy rating and a $36 price target.”

BTIG downgrades Rocket Companies, Fannie Mae and Freddie Mac to Neutral from Buy

The firm downgraded several government mortgage companies on Tuesday and says the rate environment remains challenged.

“We are Neutral on RKT (downgrade from Buy) and LDI. We are also downgrading FNMA and FMCC to Neutral (from Buy).”

Benchmark initiates Prenetics Global as Buy

Benchmark says the nutrition and life sciences company has plenty more room to run.

“Prenetics is a health and wellness company that is today focused on IM8, its consumer brand addressing the growing nutritional supplements market.”

Bank of America upgrades Kilroy Realty to Buy from Neutral

Bank of America said in its upgrade of the real estate investment trust that it sees “improving demand dynamics.”

“We are upgrading KRC to a Buy rating from Neutral. We are also raising our PO to $44 from $42. KRC is well positioned to continue benefiting from the improving demand dynamics in its markets and screens attractive on valuation metrics relative to peers.”