The bull market is running strong with gains of more than 13% YTD in the S&P 500. Rate cuts have started and the fears of tariff-induced inflation have faded. So, what are investors supposed to do now if they feel they may have missed the big move so far this year?

Tactical Bulls tracks the daily flow of Wall Street analyst research reports to find hidden gems and to look for new ideas that might have otherwise been overlooked. This effort is made for short-term traders and longer-term investors alike.

Investors should keep in mind that no single analyst report should ever be the sole basis to buy or sell a stock. Analysts sometimes get their thesis wrong, just like the rest of us. And sometimes the fundamentals can change in the blink of an eye.

Please note that all analyst price targets and formal ratings are from each firm named in this reporting. Tactical Bulls does not maintain any formal ratings and price targets on any of the stocks in this report.

Here are more than fifteen standout analyst calls for Monday, September 22, 2025.

Alphabet Inc. (NASDAQ: GOOGL) was reiterated as buy and its price target was hiked all the way up to $285 from $225 at Truist Securities. With over 90% share in Search, even as Gen-AI platforms are gaining users and share, Google has the commercial queries it wins from and AI search is currently only about 1% of total referral traffic. Alphabet shares were down less than 0.1% at $254.50 on Monday in early trading.

Apple Inc. (NASDAQ: AAPL) has an even better friend at Wedbush Securities in the wake of its new iPhone cycle upgrade. Wedbush reiterated its Outperform rating and raised its price target to $310 from $270. The target hike reflects strong iPhone 17 demand that appears to be tracking 10% to 15% over the iPhone 16 release. Also noted was that iPhone Air may be the big surprise in this cycle that analysts are generally underestimating this upgrade cycle. Apple was up 2.7% at $252.29 on Monday morning.

ASML Holdings Lt. (NASDAQ: ASML) was raised to Overweight rom Equal-Weight at Morgan Stanley, and ts price target hike to 950 Euro from 600 Euro still implies more than 15% upside if the call proves to be right. ASML’s ADS shares were up 2.3% at $812.20 on Monday morning.

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Brinker International Inc. (NYSE: EAT) was raised to Overweight from Equal Weight and its price target was hiked to $175 from $165 at Wells Fargo. Brinker was last seen up 1% at $138.00 after the call. While sentiment on restaurant chains is poor, Wells Fargo sees turnaround momentum and called the stock too cheap after a 13% sell-off after earnings. Brinker’s stock was up 1.2% at $138.00 on Monday, but its 52-week range is $74.73 to $192.22.

Celcuity Inc. (NASDAQ: CELC) was initiated with a Buy rating and was given a new $110 price target at Guggenheim, offering more than 100% implied upside from its prior $51.88 closing price. The upside expectations are as a second-line breast cancer treatment and the market under-estimating the magnitude of gedatolisib’s sales ahead. Celcuity was last seen up 3% at $53.45 and it has a 52-week range of $7.57 to $63.06. Please be aware that this is now the highest price target of all analysts on Wall Street and that this stock has risen 300% YTD already.

Crown Castle Inc. (NYSE: CCI) was raised to Outperform from Peer Perform with a $114 price target at Wolfe Research. Crown Castle shares were up 0.5% at $94.10 on Monday, with a 4.5% dividend yield and a 52-week range of $84.20 to $119.56.

General Motors (NYSE: GM) was reiterated as Buy but its price target was lifted all the way up to $75 from $61 at Citigroup. GM was cited as having increased tariff visibility with the best opportunity and positive trade agreements. GM was flat at $58.98 on Monday morning.

Grid Dynamics Holdings, Inc. (NASDAQ: GDYN) was surging after Jefferies initiated coverage as Buy with a $11 price target (versus a prior $7.53 close). Jefferies sees artificial intelligence disruption pushing its valuation to attractive levels with expectations for organic growth. Its shares were up 8.35 at $8.15 on Monday, with a 52-week range of $7.37 to $25.50.

Helmerich & Payne (NYSE: HP) was upgraded to Overweight from Equal Weight and its price target was hiked to $25 from $17 at Barclays. The upgrade was after its stock was down 36% YTD, but the call noted that believes the worst should be behind it and calling it an undervalued name. Helmerich & Payne was last seen up 1.4% at $20.83 after the call and its 52-week range is $14.65 to $37.45.

Immunome Inc. (NASDAQ: IMNM) was started with a Buy rating and was assigned a $26 price target at Goldman Sachs. The report cited its best-in-class or first-in-class targeted oncology therapeutics with new study data expected by the end of 2025. While stock was down 7% YTD, its post-call reaction was up 4.5% at $9.81 on Monday morning.

Iron Mountain Incorporated (NYSE: IRM) was started as Buy with a $120 price target at Jefferies, up about 20% from its $99.89 prior close. Jefferies noted a strategic transformation and accelerated growth across data centers, digital solutions and asset lifecycle management from cross-selling opportunities among its 240,000 customers. The REIT was up almost 3% at $102.75 after the call and its sports a 3.1% dividend yield. Iron Mountain’s 52-week range is $72.33 to $130.24.

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Micron Technology Inc. (NASDAQ: MU) was given a very tactical target hike by Stifel immediately ahead of this week’s earnings report. Stifel reiterated its Buy rating and raised its price target up to $173 from $145 based on accelerating NAND trends into 2026. It also sees sustained gross margin expansion as the drawdown in inventory should boost business ahead. Micron was up 1.5% at $165.10 on Monday morning.

Paycom Software Inc. (NYSE: PAYC) was upgraded to Buy from Hold and its price target was hiked to $258 from $246 at TD Cowen after the firm’s human capital management survey citing near-term capex strength in the call. The big boost was increasing free cash flow margins leading to consensus estimates and also higher valuation multiples. Paycom was up 1.1% a $219.00 after the call.

Repligen Corp. (NASDAQ: RGEN) has been dead money in 2025, but Evercore ISI upgraded its stock to Outperform from In-Line and it raised the price target to $155 from $130 based on it being relatively insulated from macro headwinds as its new business is delivering results. Repligen was last seen up 3.7% at $126.80 on Monday.

Tesla Inc. (NASDAQ: TSLA) was reiterated as Overweight and its price target was raised to $500 from $400 at Piper Sandler raised the firm’s price target on Tesla to $500 from $400. The call was mostly around EVs and AI leadership, as well as the note that Tesla is still its top idea for autonomous vehicles and robotics. Tesla was up nearly 4% at $442.25 on Monday morning. 

Unisys Corporation (NYSE: UIS) was given a less than bullish call at Jefferies, initiating coverage as Hold with a $4 price target that is just two-cents under its prior close. While the report notes to wait for now, the report sees potential upside from its turnaround (this time) may be the right strategy with stable revenues as bookings and new logo wins are accelerating.