Here are Tuesday ’ s biggest calls on Wall Street:

Oppenheimer reiterates Nvidia as a top pick

The firm said Nvidia remains a top idea.

"We continue to favor structural growth for long-term outperformance. Our top picks are NVDA, AVGO, MPWR, and MRVL."

Bank of America reiterates Amazon as buy

Bank of America said it ’ s sticking with its buy rating on Amazon following CEO Andy Jassy ’ s letter to employees on Monday.

"In a letter to employees, CEO Andy Jassy outlined the goals to: 1 ) improve the level of ownership over and speed of workflows, and; 2 ) set up culture for invention, collaboration, and connection to better drive customer & business results."

Bernstein reiterates Tesla as underperform

Bernstein said Tesla has potential to be "disruptive ’ in the robotaxi space.

″ *If* Tesla can get the tech solved with a camera + software first approach, it stands to be the most disruptive — significantly lower CapEx threshold to scaling and associated depreciation expense."

Redburn Atlantic Equities upgrades Shopify to buy from neutral

Redburn said the e-commerce tech company has a wide moat for growth.

"We upgrade our recommendation on Shopify to Buy, backed by industrial work around its multi-faceted moat – characterised by scale, high switching costs and an impenetrable three-sided network – alongside attractive structural growth and ability to win additional share."

Stifel upgrades Lattice Semiconductor to buy from hold

Stifel upgraded the semis company following the appointment of a new CEO.

"LSCC announced the appointment of Dr. Ford Tamer as CEO and to the company ’ Board, effective immediately."

Mizuho initiates Dell as buy

Mizuho said the computer and tech giant is well positioned.

"DELL is better positioned with a broader server/PC/storage portfolio, a better balance sheet with solid FCF and working capital management."

JPMorgan downgrades ViaSat to neutral from overweight

JPMorgan downgraded the satellite company after United Airlines announced it was changing its inflight internet service provider

"We downgrade Viasat to Neutral ( from Overweight ) following last week ’ s news that United Airlines will shift 1000+ mainline aircraft from existing IFC [ in flight connectivity ] providers ( including VSAT ) to Starlink."

Morgan Stanley reiterates Virgin Galactic as underweight

Morgan Stanley cut its price target on the stock to $5 per share from $35 and said Virgin Galactic ’ s flight plans are too far pushed out.

"Commercial flights are on hold until ~2026. The stock ’ s YTD slide ( down ~85% ) reflects the realization that the business model / attractive economics are premised on delivering a new fleet on schedule and at cost."

Citi names Analog Devices a top pick

Citi said the semiconductor manufacturer is its new top pick.

"We are moving ADI to our top pick as we believe it has lower downside risk in Autos versus other analog names given they have just announced earnings."

Jefferies upgrades BioNTech to buy from hold

Jefferies said it ’ s bullish on the biotech company ’ s pipeline.

"The data on BNTX ’ s oncology pipeline is still early. We conservatively estimate risk-adjusted € 2.1B peak sales from the oncology pipeline."

UBS initiates Jefferies as buy

UBS said the capital markets company is a way to play the M&A rebound.

"We are initiating coverage of JEF with a Buy rating and a $67 Price Target."

UBS upgrades AppLovin to buy from neutral

UBS said the software publisher has "growth durability underappreciated."

"U/G ’ ing APP to Buy on improving visibility into med-term rev growth and supportive valuation."

RBC upgrades Aramark to outperform from sector perform

RBC said the concessions company is well positioned.

″ ...ARMK has multiple levers to drive shareholder value, including imminent buybacks, and we think is better positioned vs. larger peers than headline scale comparisons might suggest."

Baird upgrades LiveNova to outperform from neutral

Baird said it sees "defendable multiple expansion" for the medical device company.

"Upgrading LIVN after management quantified growth levers in FY25/beyond at the Baird Conference that point to clear revenue upside over the next several years."

Morgan Stanley reiterates Walmart as overweight

The firm said its survey checks show that Walmart ’ s Burger King partnership is helping Walmart+.

"Walmart+ membership surges to record high in August per our AlphaWise survey."

Morgan Stanley reiterates Microsoft as overweight

Morgan Stanley said the stock remains compelling.

"Combined with mid-teens EPS growth, this supports a durable strong mid-teens+ total return profile at MSFT, framing an attractive risk/reward. Remain OW."

Bank of America adds Palantir to the US1 list

Bank of America added the stock to its top picks list.

"We are adding Palantir Technologies ( PLTR ) and Sempra ( SRE ) to the US 1 List."

BTIG initiates Definitive Healthcare

BTIG said it ’ s bullish on the healthcare data analytics company.

"We are initiating coverage of Definitive Healthcare ( DH ) with a Buy rating and a $7 PT. DH is one of the healthcare industry ’ s most comprehensive data collection and analytics platforms that supports bio-pharma, life sciences, health systems, med-tech, and the broad healthcare eco-system."

Barclays upgrades Entergy to overweight from equal weight

Barclays said regulatory risks have lessened for the utility company.

"We upgrade shares of ETR from Equal Weight to Overweight following several positive regulatory developments this summer and what we view as a largely de-risked and executable 6-8% long term EPS CAGR which still trades cheap compared to many multi-state vertically integrated peers such as SO, DUK, AEP, D and WEC."

Jefferies downgrades SolarEdge to underperform from hold

Jefferies said competition and inventory levels remain too high for SolarEdge.

"Given significant headwinds in Europe from persistently high inventory levels and Chinese competition, as well as stiff competition in US, we see more downside to the stock as estimates are revised lower."

Bank of America reinstates Carvana as buy

Bank of America resumed coverage of Carvana and upgraded it to buy saying it sees accelerating growth.

"We think the leading seller of used cars Online is well positioned for sustained long-term growth, in a fragmented $800bn+ market that is recovering as prices normalize, car supply returns, and rates begin to fall."

Bank of America upgrades Hewlett Packard Enterprise to buy from neutral

Bank of America said shares of the company are "attractive."

"We are upgrading shares of Hewlett-Packard Enterprise ( HPE ) to Buy from Neutral and raising our estimates and PO to $24."

Bank of America upgrades GE Vernova to buy from neutral

Bank of America said it sees a "power surge" for the stock.

"We upgrade GEV to Buy from Neutral and raise our price objective by $100 to $300. Rising grid-related spending is a well-known tailwind for the Electrification segment. However, we think the Gas Power Services ( 29% of revenue ) story is less appreciated by investors."