Here are the biggest calls on Wall Street on Tuesday:

TD Cowen reiterates Amazon.com as buy

TD Cowen raised its price target on the stock to $250 per share from $240 ahead of earnings

“We Expect AMZN to Beat 2Q25 Consensus Estimates and Provide a Solid 3Q25 Guide.”

Raymond James upgrades PNC Financial Services Group Inc to outperform from market perform

Raymond James says the regional bank is well positioned.

“We are upgrading PNC shares from Market Perform to Outperform, increasing our EPS estimates following recent commentary at an investor conference, and establishing a $220 price target.”

Wells Fargo reiterates Alphabet as equal weight

Wells raised its price target on Alphabet to $177 per share from $175.

“Expect 2Q reported search revs and paid clicks to reaccelerate, providing temporary relief to competition and disruption narrative.”

Wells Fargo reiterates Meta Platforms, Inc. as overweight

Wells raised its price target on Meta to $783 per share from $664.

“Solid fundamentals, raising estimates on temporary tariff reprieves and healthy ad checks. Meta leadership taking decisive action to fortify its AI bets.”

Deutsche Bank upgrades General Dynamics Corp to buy from hold

Deutsche says the defense company has a robust balance sheet.

“GD - Upgrade to Buy: Better EBIT growth than peers, more upside to estimates relative to peers, better FCF growth than peers, better balance sheet than peers, lower program risk than peers, cheaper valuation than peers.”

TD Cowen reiterates Netflix as buy

TD Cowen raised its price target on the stock to $1,440 per share from $1,325.

“We view NFLX as well positioned ahead of a monster 2H25 slate; PT to $1,440, maintain Buy.”

Bernstein initiates Bilibili Inc. as outperform

Bernstein said it sees robust earnings power for the China online video sharing company.

“Bilibili is entering a new multi-year growth phase driving continued platform growth and improved monetization - market underestimating the future earnings power of its core video / advertising business...”

KeyBanc upgrades Sunrun to sector weight from underweight

Key said in its upgrade of the solar company that it sees several “stable” tailwinds.

“With that said, RUN’s vulnerability to regulatory risks has been laid bare and, we believe, should restrict multiple expansion in the medium run. However, given the dissipation of the immediate regulatory risk and ongoing market consolidation following the bankruptcy of another national competitor, we believe RUN should be able to have a stable tailwind in the near term; consequently, we are upgrading shares of RUN back to SW.”

Stifel downgrades CoreWeave, Inc. to hold from buy

Stifel said in it sees too much uncertainty surrounding the company’s deal to buy Core Scientific.

“CoreWeave and Core Scientific announced the signing of a definitive agreement under which CRWV plans to acquire CORZ for $20.40 per diluted share, funded via all stock through a 0.1235 fixed exchange ratio.”

HSBC downgrades Goldman Sachs and JPMorgan Chase to reduce from hold and Bank of America to hold from buy

HSBC says it’s taking a more “cautious stance” following the rally.

“Downgrade Bank of America to Hold from Buy; downgrade JPMorgan to Reduce from Hold; downgrade Goldman Sachs to Reduce from Hold.”

Bernstein reiterates NVIDIA as outperform

Bernstein says Nvidia remains extremely well positioned.

“The datacenter opportunity is enormous, and still early, with material upside still possible.”

Morgan Stanley reiterates Tesla Motors as overweight

The firm says it’s sticking with the stock as a top pick.

“While the situation remains fluid, we believe investors should be prepared for further devotion of resources (financial, time/attention) in the direction of Mr. Musk’s political priorities which may add further near-term pressure to TSLA shares.”

TD Cowen upgrades Capital One to buy from hold

TD Cowen says it sees “significant capital return.”

“COF has been one of the most successful card issuers since its inception, having outgrown the industry and gained share consistently over the years.”

Bernstein reiterates Oracle as outperform

Bernstein raised its price target on the stock to $269 per share from $225.

“Oracle has always been a safe harbor stock amid economic uncertainty, but its growth story is shining through.”

UBS upgrades KeyCorp to buy from neutral

UBS says the regional bank company is “building momentum.”

“With a superior capital arsenal, strong loan growth momentum, exposure to a potential 2H capital markets recovery -- plus the potential for net interest income upside surprises -- we think KEY is poised for EPS upgrades and multiple expansion, particularly on TBV [tangible book value].”

KeyBanc reiterates Apple as sector weight

Key says it’s sticking with its sector weight rating on the stock.

“We remain SW Apple and raise our F3Q estimates above consensus, while lowering our F4Q estimates below consensus.”