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IBM

Apple, Tesla, CoreWeave and more

By Advanced AI EditorJuly 29, 2025No Comments4 Mins Read
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Here are the biggest calls on Wall Street on Tuesday: Goldman Sachs reiterates Microsoft as buy Goldman Sachs says it is bullish heading into earnings on Wednesday. “Microsoft is well-positioned to capitalize on this shift with a more capital efficient and higher margin recurring revenue model, just as it did during the on-prem to cloud transition.” RBC downgrades Domino’s Pizza to sector perform from outperform RBC said in its downgrade of Domino’s that it sees slowing same-store sales growth. “Elevated potential for slowing US SSS in ’26 could limit multiple expansion.” Oppenheimer reiterates Apple as perform Oppenheimer says it is sticking with its perform rating ahead of earnings on Thursday. “We take a neutral view into AAPL’s F3Q25 earnings. We expect investors to focus on the revenue outlook for F4Q25 after normalizing the potential FX tailwind, Services revenue growth and the sales trend in Greater China.” Citi reiterates Coinbase as buy Citi raised its price target on the stock to $505 per share from $270. “Coinbase has enjoyed several catalysts in recent weeks, including: (i) signing of the GENIUS Act (stablecoins), (ii) House passage of the CLARITY Act (market structure), and (iii) inclusion in the S & P 500.” Rosenblatt initiates IonQ as buy Rosenblatt says the stock is an “attractive way to gain exposure to the quantum computing market, a market that we see as the next era of computing.” “We are initiating coverage of IonQ with a Buy rating and $70 12-month price target.” Bank of America reiterates Roblox as buy The firm raised its price target to $133 per share from $103. “We see an extended runway for mid-20% growth as users worldwide adopt Roblox’s Metaverse, in a virtuous cycle that will draw developers, brands, and merchants to the platform.” Bank of America reiterates Advanced Micro Devices as buy Bank of America raised its price target on the stock to $200 per share from $175 ahead of earnings next week. “Particularly, we also flag AMD now has a comfortable ASP premium over INTC, +17% on average in PCs, +64% in servers.” Bank of America reiterates IBM as buy Bank of America said shares of IBM have more room to run. “We view IBM as a defensive investment given its high exposure to recurring sales, cost cutting levers, solid balance sheet, potential share gains, and relatively stable margins.” RBC reiterates Tesla as outperform RBC raised its price target to $325 per share from $319. “Should Tesla be successful on all of its goals, its valuation could far exceed even current levels. The Austin robotaxi launch has been better than many feared and the company is looking to expand in more cities.” Raymond James upgrades BlackLine to outperform from market perform Raymond James says the software application company is well positioned. “…but we’re now adding BL to that list where we see the potential for a narrative shift to occur over the coming quarters coincident with improved bookings and profitability support.” Deutsche Bank reiterates CoreWeave as hold The firm says it is sticking with its hold rating ahead of earnings in mid-August. “We anticipate another solid topline beat when CoreWeave reports results on August 12th as the company continues to scale its cloud business at an unprecedented rate.” Bank of America downgrades Tapestry to neutral from buy Bank of America said in its downgrade of Tapestry that shares of the owner of brands such as Coach are close to fair value. “The Coach brand has several more quarters of outsized growth ahead, but the 66% YTD surge in the stock price (vs S & P +9%) leaves the shares close to fair value, in our view, and we are downgrading to Neutral.” Bank of America downgrades Whirlpool to underperform from neutral The firm says it sees too many negative catalysts for the appliance company. “We downgrade Whirlpool ( WHR) to Underperform (from Neutral) and lower our PO to $70 (from $100) following disappointing 2Q25 earnings/guidance and dividend cut.” Read more. Guggenheim upgrades Generac to buy from neutral Guggenheim says the battery backup company is well positioned. “We are upgrading our investment recommendation for GNRC to Buy from Neutral and establishing a $190 price target. We believe that greater focus on commercial-scale opportunities, combined with the potential for a withdrawal from the troubled residential solar + storage business, support a more positive stance.” JPMorgan reiterates Disney as overweight JPMorgan raised its price target on the stock to $138 per share from $130. “While we are cautious on the media landscape due to PayTV sub losses and advertising headwinds, Disney is our favorite in the group due to the company’s unique content, improving streaming financials, and parks operation, which provides an avenue to attractively deploy capital.”



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