Here are Tuesday's biggest calls on Wall Street: UBS upgrades Jabil to buy from neutral UBS said the company is best positioned for AI. "We upgrade Jabil to Buy on a multiyear growth cycle fueled by AI investment from Amazon, Meta, and Google, rising healthcare demand as capacity comes online, and scaling automation and robotics markets." Read more. UBS initiates Lincoln Electric as buy UBS said it sees upside to consensus. "We initiate coverage of Lincoln Electric (LECO) with a Buy rating, seeing upside to the current share price largely driven by our above-consensus growth forecasts." Roth initiates Ondas as buy Roth said the defense tech company has plenty of upside. "Ondas has emerged as a viable and diversified next-gen provider for multi-domain autonomous Defense Tech solutions." UBS initiates Century Aluminum as buy UBS said the aluminum company has a differentiated offering. "We initiate CENX B uy with a $60 PT, believing CENX is uniquely positioned to deliver near-term volume growth via capacity restarts into a sustainably higher US pricing environment supported by 50% S232 tariffs. Bernstein initiates PDF Solutions as outperform Bernstein said the data analytics and software company has plenty more room to run. "We are initiating coverage on PDF Solutions (PDFS) with an Outperform rating and $65 PT." Morgan Stanley reiterates Nvidia as overweight The firm said it's bullish on Nvidia's financing partnership with investment firms like Blackrock. "The positives significantly outweigh the negatives in our view; reiterate OW and top pick in semis," JPMorgan reiterates CoreWeave as neutral JPMorgan raised its price target on CoreWeave to $110 per share from $105. "Favorable Demand & Leadership in AI Infrastructure Balanced by Limited Near-Term Margin Upside; Maintain Neutral & Establishing Dec-27 Price Target of $110." Loop reiterates Apple as buy Loop lowered its price target to $340 per share from $350. "While we additionally believe that AAPL can remain (will remain) an AI-hedge safe haven… admittedly we acknowledge that there is potentially P/E risk here, while we feel very solid on our P & L given AAPL isn't looking to recoup lost iPhone units at this point." JPMorgan upgrades Grupo Cibest to overweight from neutral The firm said the LatAm bank has "good capital discipline." "We understand CIB has historically disappointed in past credit cycles, but it has been a few years now that the company has been delivering very good capital discipline and value creation." Truist upgrades Best Buy to buy from hold Truist said Best Buy is undervalued. "While we view this rating change as tactical/trade-oriented (qtrs rather than yrs), AI proliferation in consumer markets could result in a much longer runway. PT to $95 from $81, based on 14x our FTM EPS ests." Citi downgrades Allstate to sell from neutral Citi said the company is "overearning." "We are downgrading the shares of Allstate to Sell from Neutral. The key fundamental questions are what is the company's normalized return and growth rate (and what are those worth)?" Piper Sandler upgrades Columbia Financial to overweight from neutral Piper said it sees "growth and profitability" for the regional bank. "Columbia Financial, Inc. operates as a bank holding company for Columbia Bank, a federally chartered savings bank headquartered in Fair Lawn, NJ." Compass Point initiates Sonida Senior Living as buy Compass said the senior living company is too attractive to ignore. "We view SNDA and peer Brookdale as non-REIT alternatives with upside through which investors can participate in the very attractive U.S. seniors housing sector." Morgan Stanley reiterates Tesla as equal weight The firm said shareholders need more evidence that the "Robotaxi is scaling." "Recent feedback suggests investors remain constructive on TSLA's Physical AI opportunity, supported by stronger FSD adoption, but stronger conviction will require clearer evidence that Robotaxi is scaling..." UBS upgrades TIC Solutions to buy from neutral UBS said the engineering services company is at an inflection point. "We are upgrading TIC Solutions to Buy with a $12.50 price target, as we believe the company is at an inflection point in its growth profile." Baird upgrades First Solar to outperform from neutral Baird said it sees several positive catalysts ahead. "After nearly six months on the sidelines, we are upgrading shares o f FSLR for several key reasons including: 1) upcoming benefits from a strong utility-scale market at both fundamental and stock level..." Morgan Stanley reiterates SpaceX as overweight Morgan Stanley said shares are still compelling. "Even after this past week's > 25% rally, we see SpaceX shares as attractively valued, with > 100% upside to our $300 target and > 300% upside to our $600 bull case." Barclays downgrades Gap to equal weight from overweight Barclays said the risk/reward is less compelling. "We are downgrading shares of GAP from Overweight to Equal Weight as we believe risk/reward at current levels is less attractive." Read more. BTIG upgrades Alpha Teknova to buy BTIG said fundamentals are improving for the life sciences company. "We upgrade Alpha Teknova from a Neutral to a Buy rating and establish a price target of $8.00/share. TKNO delivered a top- and bottom-line beat in Q2'26, and raised its 2026 revenue guidance on improving fundamentals in its business on the back of an improving funding environment in life sciences." Citi upgrades Everpure to buy from neutral Citi said the data management company is a hyperscaler winner. "On Monday , Everpure announced its second design win with a top-five hyperscaler, following Meta win late CY24 – helping solidify its technology (economic/operational/performance efficiencies) among hyperscale workload providers." Bank of America upgrades BCE to buy from underperform Bank of America said it sees upside potential for the Canadian telco company. "BCE is rated Buy. It is executing its Investor day plan to accelerate growth over the 2026-2028 guidance period with key growth drivers on track and further upside positive." Bank of America downgrades AppLovin to neutral from buy The firm said it's concerned about slowing growth. "We downgrade APP from Buy to Neutral. We believe the risks to APP's articulated 30% Y/Y LT Revenue growth trajectory have increased." Argus upgrades Boeing to buy from hold Argus said it sees improving free-cash flow. " Boeing i s poised for a meaningful ramp in production amid approval to step-up monthly manufacturing limits and the receipt of long-awaited flight certifications for two airplane models." PhillipCapital downgrades Airbnb to reduce from neutral The firm downgraded Airbnb mainly on valuation. "We downgrade our recommendation from NEUTRAL to REDUCE due to recent share price performance." JPMorgan reinstates Take-Two Interactive as overweight JPMorgan reinstated coverage of Take-Two and added the video game maker to the focus list "We're updating our investment thesis, estimates, and price target following our assumption of coverage. We are moving to Overweight-Rated (from Not Rated) and establishing a December 2027 PT of $310 based on ~30x FY28E Adj. EPS of $10.18/sh."