Tactical Bulls normally features the daily analyst calls featuring new ratings, price target changes and upgrades and downgrades. The markets are in flux around the tariffs being implemented and then delayed and many investors are feeling squeezed whether they are buying or selling.

With that theme in mind, the first order of business is the massive jump in the already-hot Palantir Technologies Inc. (NASDAQ: PLTR). Investors know that Palantir is expensive and at high multiples even after it blew away earnings, but Palantir has literally no real known worries about tariffs on foreign goods.

Palantir Technologies was reiterated at Market Perform and its price target was raised to $80 from $38 at Northland Capital Markets. Palantir was maintained as Underperform at Jefferies, but the firm did raise its price target to $60 from $28. Robert W. Baird maintained its Neutral rating but raised its target to $100 from $70. Palantir was reiterated as Underperform but its price target raised to $80 from $44 at Mizuho. Morgan Stanley raised Palantir to Equal-Weight from Underweight and raised its price target to $95 from $60. BofA Securities reiterated its rating at Buy and its price objective was raised to $125 from $90.

Tactical Bulls always reminds its readers that no single analyst call should ever be the sole basis for buying or selling a stock. Other analyst calls have also been seen on Tuesday:

AMC Entertainment Holdings, Inc. (NYSE: AMC) was raised to Neutral from Sell but its price target was cut to $3.25 from $4.00 at Roth MKM. It closed at $3.08 ahead of the call and was indicated up 2% at $3.14 on Tuesday.

Applied Digital Corporation (NASDAQ: APLD) was reiterated as Outperform and its price target was raised to $20 from $12 (versus $7.35 close) at Northland Capital Markets.

Baker Hughes Company (NYSE: BKR) was reiterated as Overweight and its price target was raised to $55 from $51 (versus $47.40 close) at Barclays.

Brilliant Earth Group, Inc. (NASDAQ: BRLT) was downgraded to Hold from Buy and its price target was cut to $1.60 from $4.00 (versus $1.74 prior close) at Jefferies.

Juniper Networks, Inc. (NYSE: JNPR) was raised to Outperform from In-Line with a $40 target price (versus $34.59 close) at Evercore ISI Group.

Kohl’s Corporation (NYSE: KSS) was reiterated as Hold but its price target was cut to $12 from $15 (versus $12.98 close) at Jefferies.

L3Harris Technologies, Inc. (NYSE: LHX) was reiterated as Buy at BofA Securities, but its price objective was lowered down to $265 from $300 in the call. L3Harris closed at $212.78 ahead of the call. Morgan Stanley maintained its Equal-Weight rating but trimmed its target down to $250 from $260.

Marriott International (NYSE: MAR) was raised to Outperform from In-Line with a $330 price target (versus $290.46 close) at Evercore ISI Group.

Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ: OLLI) was downgraded to Hold from Buy and its price target was cut to $111 from $125 (versus $107.63 close) at Jefferies.

Triumph Group, Inc. (NYSE: TGI) was downgraded to Neutral from Outperform but the price target was raised to $26 from $20 (versus $25.10 close) at Robert W. Baird.

Twist Bioscience Corporation (NASDAQ: TWST) was reiterated as Outperform and its price target was raised to $54 from $48 (versus $52.75 close) at Robert W. Baird.