Here are Monday’s biggest calls on Wall Street: Goldman Sachs initiates StubHub as buy Goldman said the ticketing company is well positioned. “We are initiating coverage of StubHub Holdings (STUB) with a Buy rating and a $46 12-month PT.” Mizuho reiterates Advanced Micro Devices and Nvidia as outperform The firm raised its price target on Nvidia to $225 per share from $205 and on AMD to $275 per share from $205. “We continue to see AVGO, NVDA best-positioned while AMD’s OAI [OpenAI} deal suggest upside potential. Raising AMD Estimates, PT to $275; Raising NVDA PT to $225; and keeping AVGO PT at $410.” Goldman Sachs upgrades Newmont Mining to buy from neutral Goldman said shares of the metals and mining company are attractive. “…upgrade NEM to Buy on production growth/ FCF yield/ capital management/ relative valuation (multiple discount despite a higher quality, longer-life portfolio) following recent underperformance.” Jefferies reiterates Apple as underperform Jefferies lowered its price target on the stock to $203.07 per share from $205.16. “As flagged before, tariffs could come back to haunt AAPL.” Read more. Baird adds a bullish fresh pick on Dutch Bros Baird says investors should buy the dip in the coffee chain. “Following the sharp pullback in the shares (-32% since August vs. S & P 500 +1%), we see a good tactical buying opportunity on BROS, as our work suggests the company can provide a better-than-feared update with the upcoming Q3 report.” Goldman Sachs upgrades Estee Lauder to buy from neutral Goldman said it’s bullish on the beauty giant. “As we first highlighted following our meeting with EL’s CEO & CFO at their HQ in NYC in Feb 2025, we believe mgmt is taking steps in the right direction with its ‘Beauty Reimagined’ strategic vision via its consumer-first approach and focus on delivering faster on-trend innovation to become a more agile beauty company, which has been a key issue and driven its underperformance in the past few years.” Read more. Citi adds a positive catalyst watch on Meta The firm said it’s bullish heading into earnings. “On 3Q25 earnings—expected 10/29 AMC—our industry checks suggest Meta is gaining share of ad budgets as newer products (like Business AI) launch and we are initiating a 90-day Catalyst Watch as a result. Meta remains our Top Pick as we reiterate our Buy rating & $915 TP.” Jefferies upgrades SL Green to buy from hold Jefferies says the real estate investment trust is well positioned particularly in New York City’s midtown. “SLG has effectively reinvested in its Midtown core, positioning the portfolio to benefit from strong post-COVID office recovery tailwinds.” JPMorgan upgrades Argan to overweight from neutral JPMorgan said the clean energy company is a hidden gem. “We are upgrading Argan, Inc. (AGX) to Overweight, raising our YE26 price target to $315, and placing the stock on Positive Catalyst Watch into the F3Q print (early December).” Goldman Sachs initiates Augo Minerals as buy Goldman said shares of the gold company are attractive. “We initiate research coverage on gold producer Aura Minerals (AUGO) with a Buy rating and a USD $46.6 price target.” Morgan Stanley initiates Netskope as overweight Morgan Stanley said the software company is a share gainer. “We see NTSK as an attractive way to play investments in more modern network security architectures, the transition to which gets a boost from growing platform play and AI adoption.” Evercore ISI upgrades Yelp to outperform from in line Evercore said it’s an “AI winner.” “We are upgrading YELP from In Line to Outperform and raising our price target from $37 to $45. RBC upgrades Sprouts Farmers Market to outperform from sector perform RBC said shares are too attractive to ignore for Sprouts. “With shares now trading at ~9x our ’27 adj. EBITDA estimate, we think a comp decel on tough compares is already embedded in the share price and concerns over recent promotional activity are overblown – thus creating a positive risk to reward.” Bank of America downgrades Intel to underperform from neutral Bank of America said the stock has run too far too fast. “We downgrade INTC to Underperform from Neutral while maintaining ests. and $34 PO. Bank of America downgrades Texas Instruments to underperform from neutral The firm said it’s worried about the tariff impact. “While we continue to appreciate the high quality of TXN’s assets and its execution consistency, we believe the turmoil caused by global tariffs could keep the lid on any near/medium-term demand improvement in the industrial economy.” Barclays reiterates Oracle as overweight Barclays raised its price target on Oracle to $367 per share from $347. “Bullish Sentiment Around Shares Heading into Financial Analyst Day (FAD) on 10/16.” Melius initiates Tesla as buy The firm called the stock a “must own.” “Tesla is unique in its ability to deliver on this potential. Access to compute and ability to manage it have become a new differentiator in a world where rising computing power accelerates the pace of change.” Goldman Sachs downgrades PayPal & Marqeta to sell from neutral Goldman said it sees too many negative catalysts. “With that as context, we are downgrading both PayPal and Marqeta to Sell, where we see downside to 2026 expectations for both.” Bank of America upgrades Applied Materials to buy from neutral Bank of America said the semis stock’s valuation is attractive. “We upgrade AMAT to a Buy (from a Neutral) and raise our PO to $250 on prospects of WFE [wafer fab equipment] outgrowth in CY26, the first time in four years, due to robust DRAM investments and an attractive valuation gap to large peers.” Citi upgrades Progress Software to buy from neutral Citi said buy the dip in the software company. “Yet, in a tape with stretched valuations, PRGS’ ‘ stable-and-reliable’ profile is unique, which against stable demand and execution dynamics offers a compelling risk/reward we can no longer ignore.” Needham initiates Mind Medicine as buy Needham said shares of the psychedelics company have more room to run. “We initiate coverage on MNMD with a Buy rating and $28 PT.” Piper Sandler upgrades Commvault to overweight from neutral Piper said buy the dip on shares of the software company. “We are upgrading shares of CVLT from Neutral to OW, and raising our price target to $200, following our recent checks, the recent pullback in shares over the last few weeks, and the inputs over the last few months across the space and Commvault specifically.” Compass Point initiates eToro Group as buy Compass said it’s bullish on the blockchain company for Gen Z’ers. “We are initiating coverage of ETOR with a Buy rating & $66 PT. eToro is a global eBroker that offers crypto, derivatives, global equities and social products that cater to Millennials & Gen Z.” Deutsche Bank upgrades CubeSmart and Public Storage to buy from hold Deutsche said fundamentals are improving from the self-storage company’s. “Recent updates from self-storage REITs under coverage ( CUBE, EXR, NSA, and PSA ) continue to highlight a sector with still weak albeit stabilizing/improving fundamentals.” BTIG upgrades Palo Alto Networks to buy from neutral BTIG upgraded the stock after a series of channel checks. “We spoke with seven contacts on PANW. The partners in our discussions combine for ~$1.2B in annual PANW sales. Feedback was surprisingly positive and improved meaningfully from our work in prior quarters.”