Here are the biggest calls on Wall Street on Tuesday: Goldman Sachs upgrades Hasbro to buy from neutral Goldman says it sees upside to consensus for the toy company. “We upgrade shares of Hasbro (HAS) to Buy (from Neutral) and increase our Price Target to $85 ($66 prior), representing 21% total potential return.” Read more . Goldman Sachs upgrades Ovintiv to buy from neutral Goldman says it sees robust free-cash flow from the nat gas company. “We upgrade Ovintiv from Neutral to Buy given our expectations for outsized free cash flow generation…” Goldman Sachs upgrades Oshkosh to buy from neutral Goldman said in its upgrade of the machinery stocks company that the “supply picture is improving.” “We upgrade OSK to Buy from Neutral, with 16% upside to our new $131 price target, as we further increase our allocation to Machinery following our sector upgrade in May.” Deutsche Bank reiterates Robinhood as buy The firm raised its price target to $96 per share from $85 following Robinhood’s crypto event in France on Tuesday. “During the crypto event hosted in France today (6/30), Chairman and CEO Vlad Tenev and management team (including Senior VP and General Manager of Crypto Johann Kerbrat) introduced a new suite of products that marks a major step forward for crypto trading and crypto-related businesses at Robinhood.” Goldman Sachs initiates Omada Health as buy Goldman says it sees a wide moat for growth for the virtual chronic care provider. “We initiate coverage on shares of Omada Health (OMDA) with a Buy rating and a 12-month price target of $29.” JPMorgan reiterates Tesla as underweight JPMorgan says it’s sticking with its underweight rating ahead of Tesla’s delivery numbers on Wednesday. “We Expect Tesla to Miss Consensus Estimates After 1Q’s Softer Deliveries Trend Appears to Have Continued Into 2Q, Suggesting Still No End In Sight to Multi-Year Expectations Reset.” Piper Sandler initiates Rollins as overweight Piper called the pest control company the “Walmart of pest control.” “We are initiating coverage on ROL with an Overweight rating and $70 PT. Bank of America reiterates Amazon as buy Bank of America says it’s bullish heading into Prime Day on July 8. “While competition from other retailers like Walmart, Target, and Best Buy has increased during Prime Day(s), we believe that the event will remain a positive driver for Amazon branding and Prime sign-up/retention.” Bank of America reiterates Nvidia as buy Bank of America says Nvidia is a key player in the race to autonomous driving. ” Nvidia is a pioneer in the accelerated compute space who stands to benefit from AV adoption. As the automotive industry shifts towards electrification and automation we expect the need for compute power and AI training models on the car presents an incremental opportunity for Nvidia in AVs.” Wolfe upgrades C.H. Robinson to outperform from peer perform Wolfe says the shipping stock is attractive. “Upgrading CHRW from Peer to Outperform. CHRW stock is down 7% YTD, underperforming the S & P (+5%) but relatively outperforming our WR Transport Index (-12%).” Compass Point initiates New Fortress Energy as buy Compass Point says it sees “significant upside” for the energy company. “We are initiating coverage of New Fortress Energy (NFE) with a Buy rating and an $8.50 price target based on 9.0x our FY26E EBITDA of $947.8M.” Bank of America reiterates Meta as buy The firm says it’s bullish on reports that Meta has a created a new Superintelligence Labs unit. “According to a leaked internal memo , Meta’s AI efforts will now operate under a new group called Superintelligence Labs, led by Alexandr Wang, former CEO of ScaleAI.” Truist initiates Sportradar as buy Truist says shares of the sports data platform have more room to run. ” Sportradar is the largest B2B global sports data and content solutions platform.” Jefferies initiates IDEXX Laboratories as buy Jefferies says the vet company is well positioned for animal health demand. “IDEXX is a global leader in the vet diagnostics market poised to see growth accelerate as the pandemic cohort of pets enters prime testing age.” Bank of America adds Boeing to the top ideas list for third quarter The firm says Boeing is a best idea heading into the third quarter. “We expect Boeing to be a meaningful beneficiary from the ongoing U.S. trade negotiations and see the company on a path forward to stabilized production and profit generation.” Wells Fargo adds Mondelez to the top ideas list for the third quarter Well says it sees “strong execution” for the food products company. “We add MDLZ to our Q225 tactical ideas list, as we see upside to Q225 results, affirming confidence in delivery for 2025, prospects for strong execution to sustain into 2026, and for MDLZ to backfill EPS power we see in the model ahead.” Goldman Sachs adds Huntington Ingalls, Kontoor Brands and Duke Energy to the conviction buy list Goldman says all three stocks are well positioned. “We add Duke Energy (DUK), Huntington Ingalls (HII) and Kontoor Brands (KTB) to the US Conviction List, while removing Cloudflare (NET), Snowflake (SNOW), and Woodward (WWD).” Argus upgrades Nike to buy from hold Argus says the Nike turnaround is underway. “Following efforts to clear its inventory in the second half of FY25, most of the company’s products are up-to-date and attracting customers.” Citi reiterates DraftKings as buy Citi says it sees “multiple expansion” for DraftKings shares. “We maintain our Buy rating and are slightly raising our target price from $55 to $58 to account for recent market multiple expansion.”
