Key Analyst Movements in Tuesday’s Market: Nvidia, Alphabet, Ferrari, Take‑Two and More

Here are Tuesday’s most significant analyst actions on Wall Street. Wedbush upgraded TripAdvisor to outperform from neutral, citing governance changes after the April 2025 LTRIP merger and Starboard Value’s investment as catalysts. Susquehanna moved Knight‑Swift to positive, highlighting its strong earnings outlook and viewing the company as a preferred play in the freight rate cycle.

Daiwa reaffirmed Nvidia as an outperform, emphasizing its dominant competitive position following recent product launches. Goldman Sachs introduced Mobia Medical as a buy, citing considerable upside potential and setting a 12‑month target of $31.

UBS downgraded Sherwin‑Williams to neutral, warning that a weakened housing market could delay earnings growth. Deutsche Bank upgraded Macerich to buy, noting the completion of portfolio simplification and balance‑sheet de‑leveraging that should solidify earnings.

Piper Sandler added Take‑Two Interactive to its overweight list, anticipating the launch of Grand Theft Auto 6 as a major entertainment event. JPMorgan also added Odyssey Therapeutics to its overweight ranks, citing significant upside prospects.

Goldman Sachs reduced Intuit to sell, citing intensified competition in taxes and a deteriorating earnings outlook. The same firm reinstated Neurocrine Biosciences as a buy, supporting it with a target of $213.

Canaccord added Enhanced Health (telehealth) as a buy, while UBS introduced Seven Hills Realty Trust to its portfolio. Deutsche Bank reiterated GE Aerospace as a buy, raising its price target to $380 on higher 2028 earnings estimates.

Loop upgraded Hewlett Packard Enterprise to buy, reflecting a robust earnings report and strong adoption of AI technologies. Raymond James rated Atlas Energy Solutions outperform, encouraging investors to consider a dip-buy approach as the company clarifies its expanded power generation plans.

HSBC maintained a buy stance on Alphabet, cutting its target price to $420 while affirming its AI advantage. Evercore ISI moved Guardant Health to outperform, raising its target to $160.

Bernstein reiterated Ferrari as outperform, defending the marque against recent electric‑vehicle setbacks and highlighting its continued leadership in the luxury automotive sector.

Citi initiated Mirum Pharmaceuticals as a buy, noting a catalyst‑rich outlook for the company.

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