Here is the biggest call Tuesday on Wall Street: Barclays reiterates Apple as an equal weight Barclays said it sees a miss when Apple reports earnings on Friday. “What started as a production-driven cut has moved to claim weakness in the product category. We are also concerned by the decline in Services growth. At a 20% premium to the S & P 500, we see the stock as the best value.” Morgan Stanley reiterates Lucid Group as underweight Morgan Stanley said the basic outlook for electric vehicle companies “deteriorating.” “Like many early EV names, Lucid will have to deal with execution headwinds in a year where we will see severe EV deflation.” Atlantic Equities downgrades Bank of America to neutral from overweight Atlantic Equities says it is concerned about slowing growth for the banking giant. “Lower BAC to Neutral. With NII (net interest income) rising now a lot of value for 2023, attention is starting to shift to the potential decline in NIM (net interest margin) in 2024 and the revenue headwind it provides. Read more about this call here Deutsche Bank reiterates Disney as a purchase Deutsche Bank said it stands by the shares of Disney heading to the earnings on February 8. “We do not expect any major strategic changes, we see the current strategy as Bob Iger’s strategy, it just has not been executed the way Bob Iger will have / will do it. ) continued inflationary pressure (especially in labor and store overheads); 2) negative sales mix constantly shifting to lower consumption products; 3) save, labor, and value investment in Family Dollar.” Bank of America reiterates Alphabet as a buy Bank of America said Alphabet continues to pull the right “cost levers in a difficult environment.” “We see Alphabet as a more defensive stock in the group in 2023 with more relative earnings stability due to search utility, cost flexibility, healthy margins that will reduce cash flow concerns, and the opportunity to support shares with buybacks. semiconductor company and said he expects the stock to outperform. UBS downgrades Nokia to neutral from buy Neutral) and increases PO to $240 based on 14x PE times to 2023 EPS estimates.” BTIG upgrades New Fortress Energy to buy from neutral BTIG says the trend is improving. clean energy company. ” NFE has tough start to year down ~11% YTD behind the collapse in natural gas prices which fell ~ 30% in the US and Europe. The warm weather in Europe has helped maintain the level of European gas storage in a five-year up to February.” Macquarie downgrades Paramount to underperform from neutral Macquarie said it is concerned about the company’s advertising exposure. “We downgrade PARA from Neutral to Underperform. Advertising exposure is the highest in the peer group at 35% of sales, and advertising revenue is likely to be strongly negative in 4Q and ’23.” Mizuho reiterates Uber as a buy Mizuho said it is “constructive” in Uber shares heading to earnings on February 8.” With Comps easier to 1Q23 than Omicron last year, we believe the setup is positive against expectations.” Deutsche Bank reiterates PayPal as a buy Deutsche said it remains bullish heading into PayPal’s earnings in early February. “While we remain confident in PYPL’s ability to manage costs and expanding EPS in FY23, we will continue to monitor the macro headwinds facing the overall eComm market along with stock changes. Wells Fargo reiterates Ford as an underweight Wells said he sees the automaker reducing the prices of electric vehicles even more. “Ford responded to TSLA’s new price cut by slashing prices on the Ford Mach E. The move highlighted the industry’s price concerns we discussed in Is TSLA Starting a Price War? & The Sound Pricing Party. We expect more EV price cuts to follow.” BMO reiterates Advanced Micro Devices as outperform BMO said it stands by shares of the company heading into earnings on Friday afternoon. “We rate the shares of AMD Outperform. Many questions have been raised about the company’s future earnings, especially in light of Intel’s report last week, and we have the following thoughts. Goldman Sachs reiterates SolarEdge and First Solar as buying Goldman said it remains bullish on Shares from SolarEdge and First Solar. “At the same time, we see an important margin recovery story in focus and ready for short-term beat-and-raise and finally, we highlight the rise in SEDG and ARRY – both of which we expect to beat behind influence. gross profit – while we also see FSLR as likely to further strengthen its status as an IRA winner behind the strong 2023 guidelines.