Here are Tuesday's biggest analyst calls: SpaceX, Micron, Nvidia, Tesla, IBM, Broadcom, Target, Netflix & more

Here are Tuesday's biggest calls on Wall Street: JPMorgan upgrades IBM to overweight from neutral JPMorgan said it sees "software acceleration." "We are upgrading to Overweight with greater confidence in a 2H'26 CC software acceleration following a deeper look at IBM's software business." Read more. Morgan Stanley upgrades Qiagen to overweight from equal weight The firm said it sees "AI driven acceleration" for the medtech company. "Qiagen: Upgrade to Overweight on Life Sciences Growth Improvement and Competitive Risks Clearing." Baird reiterates Tesla as outperform Baird said it's sticking with Tesla and sees a SpaceX merger "sooner rather than later." "With the deal now complete, we believe focus will shift to a potential merger between the two entities, and we see this as likely to happen sooner rather than later. Acknowledging uncertainty in the timing of a potential merger, we continue to be buyers of TSLA with company-specific catalysts ahead" Deutsche Bank initiates Smurfit Westrock as buy The firm said the paper company is a "high-margin" business. "We are initiating coverage of Smurfit Westrock with a Buy rating and a $57 price target. As the world's largest paper-based packaging company, SW's combination of Smurfit Kappa's high-margin operational discipline with WestRock's extensive North American asset base creates a powerful catalyst for value creation." Citi upgrades American Health Care REIT to buy from neutral Citi said the the healthcare REIT is compelling. …