Wall Street analysts issue upgrades and bullish calls across technology, industrials and consumer stocks

  • Wall Street analysts upgraded, initiated, or reiterated ratings across dozens of companies Tuesday.
  • Eaton received a $515 target, while Lockheed Martin’s $674 target implied 26% upside.
  • Peloton was downgraded to Underweight with a $4.50 target amid subscription headwinds.

Wall Street analysts issued a broad set of stock recommendations Tuesday, with upgrades or bullish initiations spanning technology, industrials, transportation, restaurants, financials, energy and biotechnology. UBS upgraded Eaton to Buy from Neutral and raised its price target to $515, citing strong sales growth and improving margins. Deutsche Bank initiated Willis Lease Finance Corp. at Buy, describing the company as unique and identifying it as a leading commercial engine and aircraft lessor. Seaport upgraded Asbury Automotive to Buy from Neutral, expecting operational and earnings headwinds to fade and double-digit earnings growth in 2027, while valuing the shares at 8.3 times and 7.4 times its 2026 and 2027 EPS estimates. Raymond James reiterated Nvidia at Strong Buy after Asia checks supported its view of robust artificial-intelligence demand, with GPU racks still representing most AI-system revenue at major manufacturers. KeyBanc upgraded Sweetgreen to Overweight with a $9 DCF-based target, calling it a compelling turnaround opportunity. Barclays initiated JBT Marel at Buy, citing strong orders, a backlog above $1.5 billion, recurring revenue and faster-than-expected deleveraging despite a second-quarter integration setback. Bank of America reiterated Apple at Buy ahead of its September 9 iPhone event, highlighting potential investor focus on a first foldable iPhone, possible Pro-line price increases and a possible shift of lower-priced iPhone 18 models to spring 2027. UBS upgraded Lockheed Martin to Buy from Neutral with a $674 12-month target, implying 26% upside from its prior $581 target. Morgan Stanley upgraded Synopsys to Overweight, saying physical AI could support electronic design automation growth, and initiated PDF Solutions at Overweight on its semiconductor-manufacturing exposure, recurring revenue and potential margin expansion. Other positive calls covered Shake Shack, Intel, Cenovus Energy, Londian Wason New Energy Tech, UiPath, Arrowhead Pharmaceuticals, EchoStar, SpaceX, Sensata Technologies, Old Dominion, C.H. Robinson, Flagstar Bank, Dauch, FedEx Freight, M&T Bank, TeraWulf, FactSet, Guardant Health, Tesla and Airbnb. Peloton was downgraded to Underweight by Morgan Stanley, which expects durable pressure on its subscriber base as consumers shift toward strength training and gyms, and set a $4.50 target. Needham initiated Securitize Corp. at Buy with an $11 target, identifying it as an early and pivotal operator in real-world-asset tokenization.

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