Top Wall Street Analyst Predicts Big Moves for Nvidia and Netflix on Tuesday

on. With a strong presence in Latin America, MercadoLibre is well positioned to capitalize on the growing e-commerce market in the region.”

Bank of America reiterated their buy rating on Netflix, citing the company’s strong subscription model and the appeal of its entertainment offerings, particularly during uncertain economic times. Roth Capital Partners initiated coverage on RedCloud, highlighting the platform’s potential in the B2B e-commerce space in emerging markets.

Baird added a bullish fresh pick on Itron, noting the company’s predictable business in the water tech industry. Redburn Atlantic Equities initiated Nvidia as a buy, emphasizing the semiconductor company’s resilience in the face of market challenges.

Berenberg initiated Nike as a hold, acknowledging the company’s competitive advantages but indicating that a turnaround will take time. Barclays downgraded General Motors due to concerns about the impact of tariffs, while Wells Fargo downgraded Howmet Aerospace amid worries about a global economic slowdown affecting the aerospace industry.

Wells Fargo reiterated an overweight rating on Goldman Sachs following its recent earnings report, highlighting positive factors for the company moving forward. Morgan Stanley reaffirmed its overweight ratings on Costco, O’Reilly, AutoZone, and Walmart, seeing them as well-positioned in a recessionary environment.

HSBC upgraded KKR to buy, viewing the risk/reward balance favorably for the private equity firm. Bank of America upgraded Church & Dwight to a buy, citing the defensive nature of the consumer company’s portfolio. UBS upgraded HubSpot to buy, noting the software company’s high quality.

Bank of America downgraded PepsiCo to neutral, expressing concerns about the performance of its Frito-Lay brand. Baird reiterated Tesla as an outperform, despite potential volatility in the short term. Morgan Stanley named Taiwan Semiconductor a catalyst-driven idea ahead of an upcoming analyst meeting.

Bank of America reiterated Microsoft as a buy, despite lowering its price target slightly, and downgraded Dow to underperform, citing challenges in the chemical industry. Evercore ISI reiterated Apple as an outperform, anticipating potential upsides despite tariff concerns. Benchmark initiated coverage on MercadoLibre as a buy, recognizing its strong position in the Latin American e-commerce market.