Key Analyst Recommendations for Tuesday: Nvidia, Tesla, Roku, Estee Lauder, Southwest, Gap, MetLife, and Others

Written by Emily J. Thompson, Senior Investment Analyst

Source: CNBC

Updated: Dec 16 2025

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Source: CNBC

Wall Street Upgrades: Several firms, including Morgan Stanley and Bank of America, upgraded various companies such as Vale, UBS, and Estee Lauder, citing undervaluation and strong growth potential in their respective sectors.
Tech and AI Focus: Mizuho and Jefferies highlighted companies like Tesla and D-Wave Quantum for their promising positions in the tech and AI markets, with Mizuho raising Tesla's price target and Jefferies initiating coverage on D-Wave.
Consumer and Retail Insights: Wells Fargo and Barclays upgraded Gap and CH Robinson, respectively, noting improvements in management execution and earnings growth potential, even amidst challenging market conditions.
Market Initiations and Ratings: Multiple firms initiated coverage on various companies, including Deutsche Bank on East West Bancorp and JPMorgan on AeroMexico, indicating positive outlooks and attractive investment opportunities in the banking and airline sectors.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.