By Michael Bloom
Publication Date: 2026-03-03 13:17:00
Here are the biggest calls on Wall Street on Tuesday: RBC initiates Ormat Technologies at outperform RBC says the geothermal company is best positioned for share gains. “We are initiating coverage on Ormat Technologies with an Outperform rating and $130 PT.” Rosenblatt reiterates Palantir as buy Rosenblatt says the data platform is a beneficiary of the Middle East war. See the story here . “War Regrettably Underscores the Value of Palantir Over Just Another LLM –Raising Price Target From $150 to $200 Against Our 2027 Street High Estimates.” Wells Fargo initiates Varonis at overweight Wells says the stock is “best-in-class.” “Varonis’s best-in-class data security tech is positioned to capture increasing enterprise demand in preparation for AI rollout, and accelerated SaaS transition enables reps to focus on capturing rising demand for data security.” Wells Fargo reiterates Palo Alto Networks at overweight The bank says it sees an attractive entry point for Palo Alto. “We view recent stock dislocation as a favorable entry point for exposure to nearly every major secular trend in cybersecurity. Although M & A creates NT risk, we ultimately see LT reward of path twd 10% share in a $300Bn+ market. Initiate OW/$200 PT.” Read more. Wells Fargo reiterates Nvidia as overweight Wells says it’s bullish ahead of Nvidia’s GTC Conference later this month. “We’re NVDA buyers ahead of the event, and while history certainly does not repeat itself, we would highlight the historically…
