Tuesday's Biggest Analyst Calls: NVIDIA, Tesla, Apple, Palantir, Netflix, Marriott, Kroger, AMC & More

Here are Tuesday’s biggest calls on Wall Street:

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Roth MKM Upgrades AMC to Neutral from Sell
Roth MKM raised its rating on AMC, citing an improving box office outlook.

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We believe AMC's stock has likely hit a bottom due to several factors: (1) the film industry is entering a strong content cycle expected to last more than two years; (2) operating free cash flow is projected to turn positive in 2025."

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Bank of America Reaffirms Nvidia as a Buy
The firm remains bullish on Nvidia ahead of its upcoming earnings report.

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"We reiterate our Buy rating, keeping NVDA as our top pick ahead of its fiscal fourth-quarter earnings call on February 26. We anticipate a slight revenue beat or an in-line forecast, though gross margins in the first quarter could decline due to the Blackwell product transition and restrictions in China."

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Morgan Stanley Upgrades Palantir to Equal Weight from Underweight
Palantir received an upgrade following its latest earnings report.

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"Palantir's Q4 revenue growth accelerated, and its 2025 outlook, which predicts a 31% increase in revenue, surpassed expectations. While the stock remains expensive, fundamentals are improving, and we don't see a clear downside catalyst at this time."

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Goldman Sachs Reinstates Albertsons & Kroger as Buys
The firm resumed coverage of both grocery chains.

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"We reinstate Buy ratings on ACI and KR, as large-scale grocers are well-positioned to maintain market share."

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Redburn Atlantic Equities Maintains a Buy on Netflix
The firm is optimistic about Netflix’s potential in the advertising market.

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Our research indicates that Netflix is currently selling significantly less than half of its ad inventory, suggesting substantial growth opportunities as the platform scales and builds relationships. We expect ad revenue to rise from 4% of total revenue in 2024 to 20% by 2028, making it a key driver of our above-consensus forecasts."

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Citi Reiterates Amazon as a Buy
Citi expects Amazon to deliver strong earnings results.

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"Amazon is set to report its fourth-quarter earnings on February 6 after market close. With robust holiday sales, a healthy online advertising sector, and improving cloud demand, we anticipate results exceeding consensus expectations."

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Bank of America Maintains a Buy on Palantir
The firm raised its price target on Palantir from $90 to $125.

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"Palantir's ability to operationalize data, create high-precision digital enterprise models, and accelerate decision-making continues to be a winning strategy."

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Deutsche Bank Upgrades Novartis to Buy from Hold
Novartis earned an upgrade following strong quarterly earnings.

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"Following Novartis’ solid Q4 results, which matched our revenue estimates but surpassed expectations on margins and its 2025 outlook, we are upgrading our rating."

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Jefferies Downgrades Ollie’s to Hold from Buy
Jefferies lowered its rating on Ollie’s due to valuation concerns.

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"As Ollie’s trades at peak valuations and faces more difficult year-over-year comparisons in 2025, we see increased downside risk."

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HSBC Upgrades Grab Holdings to Buy from Hold
The firm sees upside potential for the Singapore-based tech company.

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"We believe Grab is well-positioned to strengthen its dominance in ride-hailing and delivery services by continuously introducing innovative and cost-effective products."

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Loop Reiterates a Buy on Meta
Loop raised its price target on Meta from $655 to $900.

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"Meta’s core AI initiatives are yielding tangible business results, and the company has a clear development pipeline. Capacity constraints, which have been a limiting factor, are easing, and Meta has multiple opportunities in generative AI."

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Evercore ISI Upgrades Marriott to Outperform from In-Line
The firm believes the stock is undervalued.

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"We maintain a positive outlook on travel demand and appreciate Marriott’s brand-driven business model, including its loyalty program. Additionally, we see potential for fee growth in 2025, combined with consistent free cash flow and capital returns, making Marriott a compelling investment."

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Evercore ISI Upgrades Juniper to Outperform from In-Line
Evercore expects Juniper’s stock to perform well regardless of Hewlett Packard Enterprise’s acquisition bid.

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"Whether or not the HPE offer materializes, we believe Juniper's stock has strong upside potential."

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Piper Sandler Upgrades Tyson Foods to Neutral from Underweight
The firm sees fair value in the stock following strong earnings.

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"We upgrade Tyson Foods to Neutral as the stock now trades at a reasonable valuation. Its first-quarter earnings exceeded expectations, largely due to stronger-than-anticipated margins in the chicken segment."

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Piper Sandler Reiterates Tesla as Overweight
The firm views Tesla as a defensive play against trade tariffs.

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"We see Tesla as one of the most resilient stocks in our coverage. The company manufactures five vehicles in the U.S., all of which rank among the most American-made cars."

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Morgan Stanley Reiterates Apple as Overweight
Apple could be forced to raise prices if trade tariffs remain.

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"Unless there is intervention from President Trump, Apple will have to pay a 10% tariff on Chinese imports starting Tuesday."

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JPMorgan Downgrades Nio to Neutral from Overweight
The firm lowered its rating on Nio due to a more cautious outlook for 2025.

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"Given our more conservative stance compared to consensus estimates, we downgrade Nio to Neutral and set a new price target of $4.70 for December 2025."

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