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(This is CNBC Pro's live coverage of Tuesday's analyst calls and Wall Street chatter. Please refresh every 20-30 minutes to view the latest posts.) A real estate data stock and a

beauty company were among the companies being talked about by analysts on Tuesday. JMP Securities reiterated its market outperform rating on CoStar Group, with its price target implying

upside of nearly 50%. Canaccord Genuity, meanwhile, raised its price target on Elf Beauty. Elsewhere, JPMorgan raised its price target on Apple to $245 from $225. Check out the latest calls

and chatter below. All times ET. 8 a.m.: Wells Fargo hikes price target on Nvidia Wells Fargo sees even more upside ahead for Nvidia , raising its price target to $155 from $125. The new

target suggests more than 18% upside from Monday's close. Analyst Aaron Rakers said the artificial-intelligence darling stands out with its NVLink and NVLink Switch, which the company

calls essential building blocks of its data center solution. "NVIDIA's NVLink + NVSwitch is a key differentiator for AI, cementing our view that NVDA competes at a different

level," he wrote in a note Tuesday. "We think a full appreciation of how NVLink + NVSwitch underpins NVIDIA's repeatedly emphasized vision that the 'data center is the

new unit of compute' is only starting to be realized," he added. "Put simply, bigger models (LLMs) = bigger inferencing = bigger tightly integrated compute (with massive

coherent memory)." Shares have already soared more than 164% so far this year. — Michelle Fox 7:59 a.m.: Citi upgrades Sunoco to buy Sunoco is worth a closer look from investors even

with growing concerns about oil and gas demand, according to Citi. Analyst Spiro Dounis upgraded the energy stock buy from neutral, saying in a note to clients that the company should be

able to maintain its margins even if the environment shifts. "Macro trends have raised concerns about potential fuel margin compression; we believe those concerns are overblown,"

the note said. Citi maintained its price target of $65 per share, which is 19% above where Sunoco closed on Monday. Shares of Sunoco are down nearly 9% year to date, but did rally on Monday.

— Jesse Pound 7:15 a.m.: BMO Capital Markets optimistic on grocery chain Kroger The recent pullback in Kroger shares has created a promising entry point, according to BMO Capital Markets.

Although the stock has declined 12.5% from its April high, analyst Kelly Bania believes Kroger can continue to navigate the competitive landscape with stable general margins. The analyst

upgraded shares to outperform from market perform. She also inched up her price target by $2 to $60, indicating 17.5% upside potential from Monday's close. Bania is also optimistic on

the stock regardless of whether it manages to achieve a deal in its pending acquisition of Albertsons. "We see the pending KR-ACI deal as a win-win under either a deal or no-deal

scenario, but we estimate higher year- one EPS accretion under a no-deal scenario," Bania wrote in a Tuesday note. The stock is up 11.7% year to date. KR YTD mountain KR year to date —

Hakyung Kim 7:08 a.m.: Goldman Sachs upgrades STMicroelectronics to neutral Goldman Sachs is now more constructive on European semiconductor manufacturing and design company

STMicroelectronics . The bank upgraded the stock to neutral from sell, citing improving demand across end-markets and priced-in underperformance. U.S.-traded shares are down 14% year to

date. Analyst Alexander Duval noted weaker demand from major customers such as Tesla and Apple contributed to the stock's underperformance. "​​While we continue to see a lack of

visibility on several end markets and associated inventory levels, we nevertheless believe that the backdrop has improved for STM in recent quarters," Duval wrote in a Monday note.

Duval's $45.80 price target on shares indicates 6.3% upside from Monday's close. — Hakyung Kim 6:49 a.m. ET: JPMorgan raises Apple price target Apple's AI announcements could

lead to bigger iPhone sales, according to JPMorgan. Analyst Samik Chatterjee raised his price target on the stock to $245 from $225. The new forecast implies upside of 13% from Monday's

close. Chatterjee also reiterated his overweight rating on shares. "We are updating our volume forecasts for the iPhone 16 and iPhone 17 cycle following the WWDC event, which laid out

a collection of AI features that in our view will drive an upgrade cycle that starts with the iPhone 16 launch ... followed by a cycle peak with the launch of iPhone 17," Chatterjee

wrote. The announcements last week sent shares up nearly 8% to record highs. — Fred Imbert 6:30 a.m.: Piper Sandler still bullish on Celsius Holdings The sell-off in Celsius Holdings is

"overdone," says Piper Sandler. The energy drink company is down more than 40% from its March highs, putting it just 7.2% higher year to date. Despite the pullback in shares, the

firm remains confident in Celsius' growth outlook. Analyst Michael Lavery reiterated his overweight rating and $90 price target on shares, which suggests a 50% gain from Monday's

close. "We continue to believe in CELH's sustainable, volume-driven sales growth, which is decelerating from its recent hyper-growth levels to still very robust growth, just as we

had expected, but we continue to see a long runway of further growth in both the US and internationally," Lavery wrote in a Monday note. To be sure, Celsius is seeing ordinary retail

trend volatility on a short-term basis; however, the two-year average growth rate is stable, Lavery noted. The company launched in Canada, the UK and Ireland earlier in 2024, with more

overseas expansions scheduled in the fourth quarter. — Hakyung Kim 6:03 a.m.: Elf Beauty has nearly 30% upside, says Canaccord Genuity Elf Beauty is primed for strong growth ahead, according

to Canaccord Genuity. Shares of the beauty company have already surged 35.4% this year — and according to the firm's new $250 price target, up from $214, the stock could climb an

additional 27.9% from Monday's close. The company is "doing elf-ing well," analyst Susan Anderson wrote in a Monday note. "Overall, we still believe ELF is in the early

innings of its growth story as the brand still lags the legacy brands around brand recognition and even shelf space depending on the channel." Anderson noted that Elf's management

has historically been conservative with guidance, meaning that the company is likely to outperform in its 2025 fiscal year sales and international segment. The company's upcoming

Walmart partnership could result in an additional $160 million in sales, according to the analyst. "In addition to the Walmart shelf-space expansion that we believe could prove to be an

even bigger dollar contributor than the recent successes at Target, ELF is also continuing to grow at break-neck pace in the online channel and internationally," said Anderson. —

Hakyung Kim 6:03 a.m.: CoStar Group to rally nearly 50%, JMP Securities says JMP Securities thinks CoStar Group , a real estate data and analytics company, is primed for strong gains ahead.

Analyst Nicholas Jones reiterated his market outperform rating on the stock along with a $110 price target. That forecast implies upside of 49% over the next 12 months. Shares have struggled

this year, losing 16%. CSGP YTD mountain CSGP year to date However, Jones said he is more confident on the company's future following a meeting with its investor relations team.

"Overall, we felt that CSGP's tone was consistent with prior earnings calls, and while it may be experiencing some volatility in the early stages of monetizing Homes.com, the team

does not seem surprised, and rather, sounded prepared for the dynamic," Jones wrote. "Third-party data and web scraped data appears to be creating noise around prevailing trends at

Homes.com, from the company's perspective, and has pressured share price. We do not view the call as thesis changing and believe CSGP has ample profitability to continue investing in

its Homes.com business," he added. — Fred Imbert