Wall Street Voices on Company Ratings and Predictions
Here’s a look at some of the prominent opinions circulating on Wall Street: Kantar has upgraded Soundhound from neutral to overweight. They suggest that investors should consider buying, raising the 12-month price target to $15 from $13, aiming to capitalize on the stock’s recent dip.
Loop has initiated coverage on QXO with a buy rating, setting a price target of $31, highlighting the strength of the company’s building products portfolio. Conversely, Citigroup is expressing optimism about Boeing, indicating a value rating with a year-end price target of 265 yen, citing confidence in the new management as a significant trend and tailwinds that support this outlook.
JPMorgan has upgraded Citigroup from neutral to overweight, remarking on robust market activity that could enhance the bank’s profitability over time. They believe that valuations improve from past lows, opening the door for better profitability. This journey for Citi seems long-term.
UBS has upgraded American Airlines to a neutral buy status, acknowledging the airline’s potential to expand earnings significantly as corporate revenues bounce back and operational efficiencies improve. They forecast an 80-100 basis points earnings tailwind for American by 2026.
In the retail sector, Morgan Stanley has reiterated their overweight position on Costco, following strong results. They are enthusiastic about memberships and profitability, with potential growth anticipated in the spring, particularly through digital initiatives involving retail media and AI.
Stifel increased Micron Technology’s price target from $195 to $300 per share, noting promising demand in AI infrastructure as a key driver for rising memory prices as the year ends. They expect a positive outlook for Micron’s upcoming earnings report.
Trust Inc. has launched an acquisition of Raliant, emphasizing that their industrial technology offers appealing growth opportunities, particularly in sectors like electrification and defense. Deutsche Bank upgraded Allegiant from hold to buy, suggesting the low-cost airline presents too much value to overlook amid management’s focus on operating efficiency.
Mizuho moved Cousins Properties from neutral to outperform, arguing that the current risk premiums suggest market concerns are overblown, especially given the REIT’s attractive valuation relative to historical averages.
Morgan Stanley has expressed cautious optimism about Disney, especially regarding its partnership with OpenAI to enhance consumer engagement through new technologies. TD Cowen has initiated coverage on Tyler Technologies, anticipating consistent growth in the public sector software market.
TD Cowen also upgraded Alphabet’s price target from $335 to $350, driven by promising research data indicating higher usage of the Gemini chatbot and AI-based search enhancements. Meanwhile, Wells Fargo has initiated an overweight rating on Cellcuity, placing a target at $126.
Trust upgraded Lantheus to a hold buy rating, stating the stock remains appealing with potential growth as earnings are expected to reaccelerate. JPMorgan has begun coverage on South State Bank Corporation with an overweight rating, viewing upside potential in the community bank’s stock.
UBS shifted Devon Energy to buy-hold, citing improving market conditions for oil. DA Davidson has launched Life360 as a buy, highlighting the platform’s efforts to grow its international user base.
Jefferies initiated coverage on Zrun Elkei Water Solutions with a buy rating, indicating significant growth potential in the water sector. JPMorgan also upgraded Gaming and Leisure Real Estate to overweight after positive discussions with management.
On the downside, JPMorgan downgraded Roblox from overweight to neutral, suggesting investors take a break despite rising engagement levels. UBS started coverage on AppFolio with a buy rating, noting the cloud-based property management software’s momentum.
Mizuho has upgraded Magnolia Oil & Gas from neutral to outperform, praising its financial stability and cash return performance. Barclays improved CBOE’s rating from equal weight to overweight, anticipating solid growth in the capital markets exchange.
Lastly, JPMorgan has upgraded Clear Secure from neutral to overweight, emphasizing its growth potential and notable partnerships. Guggenheim upgraded Bristol-Myers to buy, citing a better value proposition for 2026 and an appealing pipeline risk/reward ratio headed into that year. Bank of America reiterated its bullish stance on Broadcom, increasing the price target following positive recent results. Additionally, JPMorgan named Amazon a top pick for 2026, highlighting its attractive growth trajectory and valuation.
