By Michael Bloom
Publication Date: 2026-02-10 13:19:00
Here are the biggest calls on Wall Street on Tuesday: MoffettNathanson upgrades Shopify to buy from neutral The firm says it sees an “attractive entry point.” “The wipeout in software stocks on rising vibe coding fears has hit SHOP over the company’s perceived vulnerability, despite it not being a software company in the traditional sense. This has created an unusually attractive entry point for a stock that we believe will be a long-term winner in the AI commerce wars.” Bernstein reiterates Nvidia as outperform Bernstein says the “AI growth trends still has legs” for Nvidia shares. “We continue to maintain a positive view especially of the AI compute space (NVDA, AVGO) and believe the AI growth trend still has legs…” RBC upgrades Thomson Reuters to outperform from sector perform RBC says the stock is an AI winner. “Acknowledging more complex TAM and market share equations for Thomson Reuters with agentic AI, our scenario analysis points to an asymmetric set-up now to the upside following the pullback in the stock.” Deutsche Bank reiterates Micron as buy Deutsche raised its price target on Micron to $500 per share from $300. “…we see the current market environment as remaining favorable for MU in the coming quarters.” Jefferies upgrades Fluence Energy to buy from hold Jefferies said in its upgrade of the solar clean energy company that it sees data center demand upside. “We upgrade FLNC to Buy on a clear US demand recovery, backlog‐supported FY26 growth, and…
