Here are Tuesday's biggest analyst calls: Nvidia, Apple, Palantir, Netflix, Ferrari, CoreWeave, Block & more

Here are the biggest calls on Wall Street on Tuesday: RBC initiates Ormat Technologies at outperform RBC says the geothermal company is best positioned for share gains. “We are initiating coverage on Ormat Technologies with an Outperform rating and $130 PT.” Rosenblatt reiterates Palantir as buy Rosenblatt says the data platform is a beneficiary of the Middle East war. See the story here . “War Regrettably Underscores the Value of Palantir Over Just Another LLM --Raising Price Target From $150 to $200 Against Our 2027 Street High Estimates.” Wells Fargo initiates Varonis at overweight Wells says the stock is “best-in-class.” “Varonis’s best-in-class data security tech is positioned to capture increasing enterprise demand in preparation for AI rollout, and accelerated SaaS transition enables reps to focus on capturing rising demand for data security.” Wells Fargo reiterates Palo Alto Networks at overweight The bank says it sees an attractive entry point for Palo Alto. “We view recent stock dislocation as a favorable entry point for exposure to nearly every major secular trend in cybersecurity. Although M & A creates NT risk, we ultimately see LT reward of path twd 10% share in a $300Bn+ market. Initiate OW/$200 PT.” Read more. Wells Fargo reiterates Nvidia as overweight Wells says it’s bullish ahead of Nvidia’s GTC Conference later this month. “We’re NVDA buyers ahead of the event, and while history certainly does not repeat itself, we would highlight the historically strong performance NVDA stock has shown following GTC over the past few years.” JPMorgan reiterates Ferrari as overweight JPMorgan raised its price target on the stock to $447 per share from $407. “Post the conference call with Ferrari’s t eam, we are upgrading our earnings estimates by ~7% avg FY26/27 yoy driven by strong product mix and moderate growth in FY26 driven by the strong product lineup.” Oppenheimer reiterates Netflix as outperform Oppenheimer says Netflix shares have more room to run. “Reiterating $125 target as outlook more predictable without WBD acquisition: resuming share repurchases and increased opportunity for talent acquisition.” Goldman Sachs initiates Once Upon a Farm at buy Goldman, a joint lead manager of the baby food company’s recent IPO, says it has a “long runway for growth.” “We are initiating on OFRM with a Buy rating, as we see a high-growth story tied to its premium portfolio of baby/kids food, supported by strong brand power, its defensible market position with in-aisle coolers, and the secular trend toward better-for-you consumption.” Citi reiterates CoreWeave as buy Citi lowered its price target o n CoreWeave t o $126 per share from $135 but says it’s sticking with the stock. “We have greater confidence in near-term revenue predictability given its noncancellable contracts with 4-year average durations which could provide beat and guidance raises in the coming quarters.” JPMorgan initiates Agomab as buy JPMorgan says the biotech company is well positioned. “We are initiating on Agomab (AGMB) with an Overweight rating and December 2026 price target of $32.” RBC initiates MedPace at outperform RBC says the clinical research company is “best-in-class.” “We are initiating coverage of Medpace with an Outperform rating and a $522 price target.” HSBC upgrades Block to buy from hold HSBC says it sees “earnings power.” " Block’s reduction of almost half of its workforce should meaningfully increase its earnings power." Read more . Susquehanna initiates Carpenter Technology at ‘positive’ The bank says the aerospace supplier is firing on all cylinders. “We are initiating coverage of Carpenter Technology (CRS) with a Positive rating and a $470 price target.” Bank of America reiterates Apple as buy The investment bank says it’s standing by shares of Apple. “Maintain Buy on strong capital returns, eventual winner in AI at the edge & optionality from new products/markets. PO stays at $325 on 32x C27E EPS of $10.10.” Barclays reiterates Apple as underweight Barclays raised its price target on Apple t o $248 per share from $239. “We now believe that the Sept 2026 iPhone launch will include the foldable and Pro models, with Base models moving to Spring 2027.”