Wall Street made a flurry of rating adjustments on Tuesday, with Nvidia, Microsoft, Apple, SpaceX and other firms being favored by institutions.

Multiple Wall Street institutions have recently released their latest stock ratings, issuing positive assessments for firms including Nvidia, Microsoft, Apple, SpaceX, Cisco, Airbnb, and Uber. Baird reaffirmed its "Outperform the Market" rating for Nvidia, noting the chipmaker remains a top large-cap pick thanks to its leading market share and sustained growth in its inference business. Bank of America reiterated a "Buy" rating for Microsoft, raising its target price from $500 to $600, citing accelerated Azure growth as further validation of its AI strategy. JPMorgan reaffirmed an "Overweight" rating for Apple, arguing that despite an expected decline in global smartphone shipments in 2026, the tech giant will benefit from rising market share in the premium device segment. Bernstein reaffirmed an "Outperform the Market" rating for SpaceX, stating that the new launch facility at its Louisiana Starbase site will provide critical infrastructure for future Starship launches and orbital data center construction. Separately, Deutsche Bank initiated coverage on Cisco with a "Buy" rating; Rosenblatt initiated coverage on Uber and Airbnb, assigning "Buy" ratings with target prices of $100 and $220 respectively; KeyBanc initiated coverage on eToro with an "Overweight" rating; Piper Sandler upgraded Tempus AI’s rating to "Overweight", lifting its target price from $56 to $76; Evercore ISI upgraded Duolingo’s rating to "Outperform the Market". Other rating actions include: UBS downgrading Interactive Brokers from "Buy" to "Neutral"; Bank of America upgrading Timken to "Buy"; Citigroup initiating positive catalyst coverage on Howmet Aerospace; and BMO upgrading Park Hotels & Resorts to "Outperform the Market".