By Michael Bloom
Publication Date: 2026-02-17 13:35:00
Here are the biggest calls on Wall Street on Tuesday: Citi reiterates Nvidia as buy Citi says it’s bullish heading into earnings next week. “We recommend investors add to NVDA as valuation looks attractive with the stock likely to outperform in 2H26 as demand visibility extends into 2027.” Bernstein upgrades Toast to outperform from market perform Bernstein says the restaurant tech company is an AI winner. “We upgrade Toast to OP. The stock is down 26% YTD and over 34% in the last 1yr on significant de-rating within the software space, de-rating also within fintechs and some competitive concerns.” JPMorgan reiterates Carvana as overweight JPMorgan says AI fears are overblown for Carvana. “CVNA’s Vertically Integrated Infra a Key Moat That Is Hard to Disrupt and Uniquely Positioned to Adopt/Leverage AI to Differentiate Further.” UBS upgrades Melco to buy from neutral UBS says buy the dip in the casino company. “Melco’s share price has declined 27% YTD, likely due to concerns over the trademark licence fee hike, margin pressure, and market share losses. Looking ahead, we think Melco’s asset enhancements at City of Dream in Macau, including the new luxury all-suite hotel due in Q326, should enable it to largely offset margin pressures and higher branding fees in 2026.” Citi initiates BitGo Holdings as buy Citi says the crypto infrastructure company is well positioned. “We initiate coverage with a Buy/HR rating; our constructive thesis reflects the view that BitGo i s…
