
It has been a bumpy year for investors in 2025, but despite all of these uncertainties the S&P 500 and NASDAQ-100 are both actually still up marginally year-to-date. Now investors have to look beyond the summer months and start looking toward 2026. That means it’s time to decide whether to stick with the portfolio as is or whether to be a tactical investor looking for new investing ideas.
Tactical Bulls reviews the daily flow of Wall Street analyst upgrades and downgrades to find new ideas that might have otherwise been overlooked or missed. These analyst calls often offer opportunities for short-term opportunistic traders, tactical investors looking for the best place to be now, and even for long-term investors who are looking for diamonds in the rough offering long-term value.
With earnings season coming in three weeks or so, Tactical Bulls is focused on which stocks Wall Street is already making predictions for earnings season and the rest of 2025. Some of the Magnificent-7 are getting those analyst calls.
Investors should always keep in mind that no single analyst report should ever be the sole basis to buy or sell a stock. This is particularly true for aggressive “Buy” and “Outperform” ratings in speculative stocks. Investors also need to do their own research because analysts sometimes get their thesis wrong just like the rest of us. And any decision to buy or sell should be made after consulting with a financial advisor or professional.
Please read the disclaimer below for suitability before even considering any of these analyst ratings.
THE GOOD…
Alphabet Inc. (NASDAQ: GOOGL) was reiterated as Buy and its price target was raised to $203 from $200 at Citigroup. The report is incrementally positive after on the online advertising environment and AI-innovation after attending a recent festival/conference (last week’s Cannes Lions Festival), as well as other key internet growth drivers all favoring Alphabet and its dominance. Citi used this as positives for other top stocks as well (META, PINS, see below). While other firms are more cautious, Citi expects the digital advertising market to improve as with marketers preparing for an agentic environment ahead. Alphabet is down 12% YTD and down about 20% from its 52-week high.
Meta Platforms, Inc. (NASDAQ: META) was reiterated as Buy and its price target was raised to $803 from $690 at Citigroup. Many of the same strengths noted in Alphabet/Google regarding AI, advertising and other growth drivers were cited. Meta is expected to be a key winner in the digital ad market and from AI. Meta was last seen up 1% at $705.00. Meta is up 20% YTD.
Reddit Inc. (NYSE: RDDT) is still down over 13% YTD, but Citigroup listed it as a winner ahead after last week’s Cannes Lions Festival mentioned for Alphabet and Meta. Citi sees it winning from the “new-look internet” as the platform has a virtually limitless mine of human-to-human discussions that companies can use to train AI models and agents. The belief is that Reddit’s newly unveiled Community Intelligence engine will drive more revenue growth ahead. Citigroup reiterated its Buy rating and raised its target to $163 from $158 in the call.
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And if Citi’s call wasn’t enough, Guggenheim also reiterated its Buy rating and $165 price target for Reddit. Oh, and Guggenheim also has Buy ratings on Alphabet and Meta as well.
THE BAD… MAYBE…
Apple Inc. (NASDAQ: AAPL) was given a very cautious note from Barclays despite the stock’s lack of performance in 2025. Barclays maintained its Underweight rating and a $173 price target, implying nearly 15% downside from the current $201 price. The caution pertains to iPhones no longer representing growth and a warning that the services side of the company is very concentrated and is at-risk. And to top it off, Barclays noted that Apple essentially has no other products that really matter for the stock. Not exactly a grand endorsement for a Mag-7 stock that is down 4% YTD and down 22% from its 52-week high.
Meanwhile, BofA opined about a rumored AI acquisition involving Apple. Analyst Wamsi Mohan has a Buy rating and more bullish $235 price objective for BofA. The report noted media articles suggesting Apple may buy (or partner with) Perplexity AI for its answer-engine “that delivers direct, cited responses to search queries using third party large language models.” BofA believes such a deal would likely be positive for Apple’s stock that has been in the penalty box as an AI laggard. In the end, the analyst believes Apple will overcome its challenges and be a leader rather than a laggard but the firm has no knowledge if a deal is really happening or not.
AND THE REST…
Tesla, Inc. (NASDAQ: TSLA) was given mixed calls on the heels of its rather limited robotaxi launch in Austin this weekend. Wedbush Securities’ Dan Ives maintained his Outperform and $500 target. Guggenheim maintained its Sell rating and $175 price target, while UBS maintained its Sell rating while still raising its price target to $215 from $190. Tesla is down 15% YTD and sown about 30% from its 52-week high — but it’s also up 88% from its 52-week low.
ALSO READ: WHY WALL STREET CAN’T STOP HIKING NVIDIA TARGETS!
Elsewhere, analysts also keyed in on other tech leaders as well. These are some of the additional analyst calls for Tuesday, June 24, 2025.
Broadcom Inc. (NASDAQ: AVGO) was raised to Buy from Hold with a $400 price target at HSBC.
Chewy, Inc. (NASDAQ: CHWY) was reiterated as Overweight with a $50 price target at Morgan Stanley, but the firm named it as one of the “Top Picks” stocks and also raised its bullish case.
Electronic Arts, Inc. (NASDAQ: EA) was raised to Buy from Neutral and its price target was raised to $185 from $175 at Roth Capital.
Lyft, Inc. (NASDAQ: LYFT) was raised to Buy from Hold and its price target was raised to $21 from $16 at TD Cowen.
PayPal, Inc. (NASDAQ: PYPL) was started with a Neutral rating and a $74 price target at Piper Sandler.
Pinterest Inc. (NASDAQ: PINS) was reiterated as Buy and its price target was raised to $44 from $41 at Citigroup.
Snowflake Inc. (NASDAQ: SNOW) was assumed as Overweight at Morgan Stanley with a $262 price target.
Upstart Holdings, Inc. (NASDAQ: UPST) was started as Overweight with a $75 price target at Piper Sandler.
DISCLAIMER(S)
The research summaries above with analyst ratings and price targets have been assigned to each firm issuing those calls. Their ratings and targets may differ greatly from other firms on Wall Street.
Tactical Bulls does not issue any formal ratings and does not maintain any price targets of its own on any of the stocks mentioned in this summary.
Please remember that no analyst ratings and price targets, even those with the strongest conviction, ever come with any guarantees of profits and they never contain money-back guarantees in case you lose money.
Categories: Investing