Okay, here’s a โbreakdown of theโฃ analyst ratings changes, categorized for clarity. I’ve included the firm, the stock, the change, and a brief โขreason. I’ve also grouped them by “Upgrade/Initiate Buy” and “Downgrade/Hold” for easyโค scanning.
Upgrades & Newโฃ “Buy” Initiations
* Stellantisโข (STLA): Rothโฃ upgraded to Buy – Improving inventory & upcoming product momentum.
* โ beauty Health (SKIN): Roth initiated Buy โข – Turnaround story, $3.50 price target.
* โข Tesla (TSLA): Baird upgraded to outperform from Neutral – Anticipates “physical AI โฃinflection” and shift in investor focus to โฃfuture potential.
* CoreWeave (CRWV): Loopโฃ initiated Buy โ – Bullish on its position as a leadingโ “Neocloud” provider, favored by Nvidia and major AI labs.
* Lincolnโ National (LNC): Morgan Stanley โฃupgraded to Overweight from Equal Weight – Turnaround โขon track, shifting to a capital-light business, profitable growth.
* โ Klaviyo (KVYO): โ Morgan Stanley upgraded to Overweight โฃ fromโฃ Equal Weight – Positioned forโฃ durable 20%+ growth as it expands beyond email marketing.
* Intel (INTC): Benchmarkโ upgradedโค to Buy from Hold โข- Recommend buying dips following Nvidia deal.
*โ โค Toast (TOST): Deutsche Bankโข reiterates Buy – Sees itโ as aโฃ long-term “winner”โ in fintech despiteโฃ near-term tradingโ choppiness.
* Bill.com Holdings (BILL): Truist upgraded toโฃ Buy from Hold โ- expects upside to revenue growth, increased โฃpriceโฃ target to $63.
* SiteOne Landscape โฃsupply (SITE): Loop upgraded to Buy from Hold – Turnaround story, positive outlook for FY26โ after commodity deflation headwinds.
* โ Kinder Morgan (KMI): BMO initiated Outperform – Positive global โpower demand tailwinds, $32 price โฃtarget.
* Williams Companies (WMB): BMO initiatedโ Outperform – Positive global power โฃdemand tailwinds,$66 price โtarget.
* laureate Education: UBS initiated Buy – Sharesโ have room to run.
Downgrades & Holds
* โฃ MetLife (MET): Piper โขsandlerโ downgradedโค toโ Neutral from Overweight – Valuationโค concerns; sharesโค approaching fair valueโ ($84 price target).
* โฃ โข Apple (AAPL): JPMorgan reiterates Overweight – Raised price target to $280, positive early demand for iPhone 17. (While a reiteration, the price target increase is a positive signal).
Key Themes & Observations:
* Turnarounds are Popular: Several upgrades (Stellantis, Beauty Health,โ Lincoln National, โSiteOne) are based on the belief that these companies are in the midst of successful turnarounds.
* โ AI is a Big Driver: Tesla’s upgrade is โขheavily tied to AI potential, and CoreWeave’s initiation is based on its role in the AI infrastructure space.
* Growth Potential: Klaviyo andโฃ Bill.comโฃ are highlighted for their strong growth prospects.
* โ Valuation Concerns: MetLife’s downgrade is a reminder that valuation matters, even forโ good companies.
* Positive iPhone 17 Demand: Apple is seeing strong early demandโ for its new โiPhone.
Disclaimer: I am an AIโฃ chatbot and โคcannot provide financialโ advice.โฃ This information is for general knowledge and informational purposes โonly, and โdoesโข notโ constitute investment advice. You should โฃconsult with a qualified financial advisor before making any investment โขdecisions.