Here are Tuesday’s biggest calls on Wall Street:

Citi reiterates Nvidia and Synopsys as buy

Citi said it’s bullish on Synopsys partnership with Nvidia.

“Yesterday morning, NVDA invested $2.0 billion in SNPS at $414.79 per share (~2.6% stake) in a multi-year partnership to drive a migration from CPU-based simulation workloads to GPU’s.”

Bernstein reiterates Apple as outperform

The firm said its checks show Apple’s iPhone sales remain robust.

“Strong iPhone 17 sales continued into October. Apple achieved its highest-ever single-month market share in October, reaching 24.2%, as unit sales increased 30% MoM / 12% YoY fueled by robust sales in both China and the US.”

Wells Fargo reiterates Amazon as overweight

Wells raised its price target on Amazon to $295 per share from $292.

“Should cloud industry supply constraints sustain, see mgmt expectation for doubling AWS capacity by ’27 supporting multi-qtr revenue acceleration. Estimate new capacity could add $150B in annual revenue, driving material upside pot’l to ’27/’28 ests.”

Evercore ISI reiterates Meta as outperform

The firm said Meta’s WhatsApp has “monetization potential.”

“We believe WhatsApp can become for META a 40x30 segment – one that can generate $40B in revenue by 2030 or 10% of total revenue, generating approx. $20B in operating income and $7.15 in EPS that year.”

TD Cowen names Advanced Micro Devices a top pick

TD Cowen said the stock is well positioned heading into 2026.

“Despite appropriate concerns, we believe AI compute spending will prove durable and AMD has cemented itself as a winner.”

Wolfe reiterates Micron as outperform

Wolfe raised its price target on Micron to $300 per share from $200.

“We raise our MU estimates for NovQ/FebQ and out years, to reflect better than expected pricing trends, driven by better server demand and stability in handset/PC.”

Bank of America reiterates Eli Lilly as buy

The firm raised its price target to $1,286 per share from $950.

“Eli Lilly continues to be solidly in first place in the large obesity and diabetes market with its current GLP1 franchise, Zepbound/Mounjaro (tirzepatide).”

Barclays initiates Cloudflare as overweight

Barclays said it sees a slew of positive catalysts for the cyber security company.

“We are initiating at OW rating for 3 reasons: (1) NET supports 20% of the internet across 4 Acts, levered to cloud adoption, cybersecurity, AI inference, and no-click search; (2) Acts 1-3 compete in big markets and NET is taking share; (3) this drives 27-30% growth through FY28 and premium valuation.”