By Michael Bloom
Publication Date: 2026-05-12 12:36:00
Here are the biggest calls on Wall Street on Tuesday. Goldman Sachs initiates Aevex as buy Goldman says the drones company is “unique.” “We initiate coverage of Aevex (AVEX) with a Buy rating and $34 12-month price target, based on 5.4X CY27 EV/Sales.” Read more . Citi reiterates Broadcom as buy Citi raised its price target on Broadcom to $500 per share from $475 ahead of earnings in early June. “We raise our PT to $500 based on a 20x multiple applied to FY28 EPS of $25, vs prior 30x but rolling forward to FY28 (from F27) to reflect increased earnings visibility. Maintain Buy and reiterate #1 semis pick in 2026.” Wells Fargo reiterates Nvidia as overweight Wells raised its price target to $315 per share from $265. “We’re positive on the NVDA F1Q27 set-up.” Read more. Bernstein reiterates Disney as outperform Bernstein says it’s sticking with its outperform rating. “With concerns around the Experiences segment partially alleviated following the FYQ2 print, we believe the setup for Disney could improve if (1) Experiences segment delivers on the renewed expectations for the summer despite macro headwinds, and (2) DTC margins expand beyond the initial 10% guidance for the year, with clear momentum for further improvement. It doesn’t need to be great—just better.” Wells Fargo reiterates Tesla as underweight Wells says its checks show Tesla deliveries are trending better year over year. “Of the 4 mkts we track, April TSLA deliveries are trending +7% y/y & -47% m/m.”…
