Top Calls on Wall Street: Apple, Tesla, CoreWeave, Microsoft, Dell, IBM, Disney, Coinbase and More

Here Are the Biggest Calls on Wall Street on Tuesday:

Goldman Sachs reiterates Microsoft as Buy

Bullish heading into Wednesday's earnings.

“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

Sees slowing same-store sales growth.

“Elevated potential for slowing U.S. SSS in ’26 could limit multiple expansion.”

Oppenheimer reiterates Apple as Perform

Neutral view ahead of Thursday’s earnings.

“We expect investors to focus on F4Q25 revenue outlook after normalizing FX tailwinds, Services revenue, and Greater China trends.”

Citi reiterates Coinbase as Buy

Price target raised to $505 from $270.

“Catalysts include the GENIUS Act (stablecoins), CLARITY Act (market structure), and S&P 500 inclusion.”

Rosenblatt initiates IonQ as Buy

Bullish on quantum computing exposure.

“IonQ is an attractive way to gain exposure to the quantum computing market. We assign a $70 12-month price target.”

Bank of America reiterates Roblox as Buy

Price target raised to $133 from $103.

“We see an extended runway for mid-20% growth as users adopt Roblox’s Metaverse, attracting developers, brands, and merchants.”

Bank of America reiterates Advanced Micro Devices as Buy

Price target raised to $200 from $175 ahead of earnings.

“AMD now holds a comfortable ASP premium over INTC: +17% in PCs, +64% in servers.”

Bank of America reiterates IBM as Buy

Still sees room to run.

“IBM is a defensive play with high recurring sales, cost control, solid balance sheet, and stable margins.”

RBC reiterates Tesla as Outperform

Price target raised to $325 from $319.

“Tesla’s Austin robotaxi launch exceeded expectations, with expansion to more cities in progress.”

Raymond James upgrades BlackLine to Outperform from Market Perform

Positive view on narrative shift and improving fundamentals.

“We see potential for a narrative shift to occur over the coming quarters with improved bookings and profitability support.”

Deutsche Bank reiterates CoreWeave as Hold

Holding ahead of August 12 earnings.

“We anticipate another topline beat as CoreWeave continues to scale its cloud business at an unprecedented rate.”

Bank of America downgrades Tapestry to Neutral from Buy

Valuation seen as full.

“Despite strong growth for the Coach brand, the stock’s 66% YTD surge leaves it close to fair value.”

Bank of America downgrades Whirlpool to Underperform from Neutral

Too many negative catalysts ahead.

“Following weak 2Q25 results and a dividend cut, we lower our price objective to $70 from $100.”

Guggenheim upgrades Generac to Buy from Neutral

Bullish on commercial opportunity and strategic shift.

“We establish a $190 price target. A pivot away from residential solar + storage supports a more constructive view.”

JPMorgan reiterates Disney as Overweight

Price target raised to $138 from $130.

“Despite PayTV and ad headwinds, Disney stands out with unique content, improving streaming financials, and strong parks operations.”