Summarized here are the latest analyst ratings from Wall Street's most influential voices, whose opinions can significantly sway market movements. The following are the key rating changes compiled by The Fly that investors should monitor closely today.
The five stocks receiving rating upgrades.
Alphabet (GOOGL): Raymond James upgraded the stock from Outperform to Strong Buy, raising its price target from $315 to $400. The firm stated that a fresh bottom-up analysis of Google Cloud Platform and the search business led to a substantial upward revision of its 2026-2027 earnings forecasts. The 2027 revenue estimate now sits at the high end of Wall Street's projection range, forming the core rationale for the upgrade. Texas Instruments (TXN): BNP Paribas upgraded the stock from Underperform to Neutral, setting a price target of $190. The upgrade was justified by the official commencement of an inventory restocking cycle within the industrial sector.
Datadog (DDOG): Stifel upgraded the stock from Hold to Buy, although it lowered the price target from $205 to $160. The firm noted in its research that recent channel checks indicate Datadog's Q4 performance is poised to "significantly exceed normal expectations" once again, driven by an acceleration in core business growth and sustained strong execution.
Capri Holdings (CPRI): Cowen (owned by TD Ameritrade) upgraded the stock from Hold to Buy, increasing its price target from $26 to $32. The institution believes the company's clearer value strategy, combined with product styles that align with current trends, is likely to lead to a notable expansion in operating margins.
Enphase Energy (ENPH): Citigroup upgraded the stock from Sell to Neutral, raising its price target from $31 to $37. Citi indicated that the stock's current downside risk appears very limited.
The five stocks receiving rating downgrades.
Crocs (CROX): KeyBanc downgraded the stock from Overweight to Sector Weight and did not provide a price target. The firm cited persistently soft demand for Crocs in the U.S. market. Furthermore, considering ongoing wholesale channel caution, persistent tariff pressures, and continued inventory clearing efforts for the Heydude brand, near-term earnings visibility remains low.
Hyatt Hotels (H): Evercore ISI downgraded the stock from Outperform to In-Line, while raising its price target from $170 to $175. The firm emphasized that this downgrade is "not a macro call"—in fact, it expects the hotel industry's RevPAR to show sequential improvement in the second quarter. However, Hyatt's stock has completed its valuation re-rating over the past year; the risk-reward profile at current levels is now "balanced," and previously identified positive catalysts have largely been realized.
Zoetis (ZTS): Piper Sandler downgraded the stock from Overweight to Neutral, slashing its price target from $190 to $135. The firm expressed continued long-term confidence in Zoetis's product portfolio but adopted a more reserved stance on its earnings outlook for the next two years, pending the successful launch and market adoption of its innovative new products.
Chemours (CHE): Jefferies downgraded the stock from Buy to Hold, lowering its price target from $550 to $475. The firm attributed the downgrade to ongoing margin pressure within its Rutort business, a lack of clear improvement prospects, and a low probability of the business achieving normalized growth by 2026, leading to a "gradually more negative" view.
Qiagen (QGEN): Deutsche Bank downgraded the stock from Buy to Hold, while increasing its price target from $52 to $54. The institution pointed out that the recent stock price increase, fueled by the resurgence of acquisition speculation, has brought its valuation back to a reasonable range.
The five stocks receiving initial coverage.
Micron Technology (MU): William Blair initiated coverage with an Outperform rating and did not provide a price target. The firm stated that a memory "super cycle" is driving Micron's profitability to record highs.
Palantir (PLTR): Phillip Securities initiated coverage with a Buy rating and set a price target of $208. The institution believes that, driven by continuous fundamental improvement and an expanding total addressable market, the stock is poised for valuation multiple expansion.
Accenture (ACN): Berenberg Bank initiated coverage with a Buy rating and set a price target of $313. The firm stated that Accenture, leveraging its scale, first-mover advantages, and deep ecosystem partnerships, occupies a premium market position in the AI-driven transformation of the IT services industry.
Dynetech (DY): Guggenheim initiated coverage with a Buy rating and set a price target of $510. The institution noted that as the nationwide fiber optic network build-out continues, Dynetech is well-positioned to gain further market share. Additionally, following the acquisition of an electrical solutions company, its share of wallet within the data center client segment is steadily increasing.
Rambus (RMBS): William Blair initiated coverage with an Outperform rating and did not provide a price target. The firm believes Rambus's prospects are promising, benefiting from rising prices and increasing demand for server DRAM and memory in AI data center applications.
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