By Michael Bloom
Publication Date: 2026-03-31 12:17:00
Here are the biggest calls on Wall Street on Tuesday: Loop initiates Visa and Mastercard as buy Loop says both credit card stocks are well positioned. “Through the many avenues to generate new transactions, including market share wins, we expect MA net revenue growth to far exceed the payment processors. … V could also see upside related to FX volatility revenue returning, boosting yields.” Truist initiates Arista Networks & Cisco as buy Truist says it’s bullish on both stocks. “High quality, business scale, thematically attractive, with upside: DLR, EQIX, ANET, MSI. Underappreciated opportunity: CSCO, HPE, AMT.” KeyBanc initiates NiSource as overweight KeyBanc says the energy company is well positioned for data center growth. “We are initiating coverage of NI with an Overweight rating and $52 PT.” William Blair upgrades 10X Genomics to outperform from market perform William Blair says the company is an “winner in AI drug discovery.” “Our 10x upgrade thesis is centered on its role in enabling the high-resolution biological insights needed to build decision-enabling models, but considers that execution (five consecutive topline beats) and profitability have improved (at adjusted EBITDA breakeven) and single cell has stabilized.” Canaccord reiterates Tesla as buy Canaccord lowered its price target on the stock but says it’s sticking with Tesla. “Other Mag 7 stocks are now trading at more depressed multiples relative to our previous Tesla update ~16x from ~21x 2028E EPS…
