Here are Tuesday's biggest calls on Wall Street: Stifel initiates GE Healthcare as buy Stifel said it's bullish on shares of the GE spin-off. "We are initiating coverage of GE Healthcare with a Buy rating and $100 target." Morgan Stanley names Taiwan Semiconductor a top pick Morgan Stanley reinstated the semis company as a top pick.
"We like TSMC' s quality and defensive nature during an elongated semi downcycle." JPMorgan initiates Six Flags as underweight JPMorgan said it sees a "challenging theme park industry backdrop." "We are initiating coverage on Six Flags (FUN) with an Underweight rating and December '25 price target of $50.
" Barclays upgrades Argenx to overweight from equal weight Barclays said it sees a rerating for the biotech company. "Profitable from FY25, peer comparison suggests ARGX's valuation can rerate." Rosenblatt reiterates Nvidia as buy Rosenblatt said concerns about delays in the company's Blackwell chip are overdone.
" NVDA shares are under pressure due to continued rumors of a several-month delay in Blackwell B200 GPUs due to an undisclosed silicon flaw." JPMorgan adds Royal Caribbean to the focus list The firm said Royal Caribbean is best-in-class. "Remain Overweight adding to JPM's Analyst Focus List (AFL) as a Growth pick.
" JPMorgan downgrades Carlyle Group to neutral from overweight JPMorgan said it sees better value elsewhere. "We are downgrading Carlyle to Neutral. While we continue to see upside to Carlyle's stock price, we see greater upside .