Tuesday delivered a busy morning for analyst calls, as top Wall Street firms recalibrated their expectations across a range of stocks. From tech giants to specialty healthcare companies, here's what the professionals are thinking now.

Transportation and Logistics

B of A Securities bumped up its price target on ArcBest Corporation (ARCB) from $72 to $84, though analyst Ken Hoexter stuck with a Neutral rating. The transportation and logistics company closed at $77.69 on Monday, putting it comfortably within the firm's expected range.

Consumer Beverages Making Moves

Monster Beverage Corp (MNST) got a vote of confidence from Morgan Stanley, which increased its price target from $81 to $87. Analyst Dara Mohsenian maintained an Overweight rating on the energy drink maker, which closed at $77.66 on Monday.

Financial Services Getting an Upgrade

SEI Investments Co (SEIC) received both a price target increase and a rating upgrade from Piper Sandler. Analyst Crispin Love raised the target from $93 to $102 while upgrading the stock from Neutral to Overweight. Shares closed at $84.35 on Monday, suggesting the firm sees meaningful upside ahead.

Healthcare Services Expansion

BTIG took an optimistic stance on Brightspring Health Services Inc (BTSG), raising its price target from $41 to $50. Analyst David Larsen maintained a Buy rating on the healthcare services company, which closed at $38.00 on Monday, indicating BTIG sees significant room for appreciation.

Insurance and Real Estate Adjustments

Not every call was bullish. BMO Capital cut its price target on Brown & Brown Inc (BRO) from $90 to $88 and downgraded the stock from Outperform to Market Perform. Analyst Michael Zaremski's move suggests a more cautious view on the insurance broker, which closed at $80.37 on Monday.

In homebuilding, Keefe, Bruyette & Woods reduced its target on KB Home (KBH) from $67 to $62, with analyst Jade Rahmani maintaining a Market Perform rating. The homebuilder settled at $56.45 on Monday, already trading below the revised target.

Leisure and Recreation

Vail Resorts Inc (MTN) saw a slight trim from Morgan Stanley, with analyst Stephen Grambling cutting the price target from $153 to $151 while keeping an Equal-Weight rating. The ski resort operator closed at $147.43 on Monday, not far from the firm's expectations.

Biotech and Aerospace Standouts

HC Wainwright & Co. boosted its outlook on Savara Inc (SVRA), raising the price target from $8 to $10. Analyst Andrew S. Fein maintained a Buy rating on the biopharmaceutical company, which closed at $6.47 on Monday.

Perhaps the most dramatic move came from Needham on Rocket Lab Corp (RKLB). Analyst Ryan Koontz increased the price target from $63 to $90 while maintaining a Buy rating. That's a substantial jump for the aerospace company, which settled at $77.55 on Monday.

The Meta Question

Finally, Baird made a small adjustment to Meta Platforms Inc (META), raising its price target from $820 to $815. Yes, you read that correctly—they technically "raised" it, though the numbers might look backwards at first glance. Analyst Colin Sebastian maintained an Outperform rating on the social media giant, which closed at $661.50 on Monday. At current prices, Baird sees roughly 23% upside potential for the stock.

These analyst calls reflect the ongoing recalibration happening across Wall Street as firms digest recent earnings reports, economic data, and sector trends. Whether these targets prove prescient or require further adjustment remains to be seen, but they offer a snapshot of how professional investors are thinking about these companies right now.