Wall Avenue’s high analyst calls

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Probably the most talked about and market shifting analysis calls round Wall Avenue at the moment are in a single place. Listed here are immediately’s analysis calls that buyers have to know, as compiled by The Fly.

High 5 Upgrades:

Argus upgraded Nike (NKE) to Purchase from Maintain with an $85 worth goal. The restoration in Nike’s inventory is underway as the corporate is using the e-commerce channel to enhance pricing, the agency tells buyers in a analysis notice.
Raymond James upgraded Hyatt (H) to Sturdy Purchase from Market Carry out with a $165 worth goal following the announcement that the corporate had reached an settlement to promote the whole lot of its Playa owned actual property.
Goldman Sachs upgraded Hasbro (HAS) to Purchase from Impartial with a worth goal of $85, up from $66. The corporate is well-positioned to exceed consensus expectations in 2026 and past throughout income, adjusted EBITDA, and free money circulate pushed by sturdy demand for Magic: The Gathering’s new Universes Past units, execution in opposition to the corporate’s new self-published digital gaming technique, and better-than-feared efficiency from the toy enterprise as tariff reduction, market share progress, and pricing levers insulate section profitability, the agency tells buyers in a analysis notice.
Barclays upgraded Ionis Prescription drugs (IONS) to Chubby from Equal Weight with a worth goal of $57, up from $51, forward of Tryngolza Part 3 CORE/CORE2 information in extreme hypertriglyceridemia due doubtless in September.
Wells Fargo upgraded Cintas (CTAS) to Equal Weight from Underweight with a worth goal of $221, up from $196. The agency says the corporate has weathered the powerful macro higher than friends, and Wells now sees a horny alternative for Cintas to additional its share beneficial properties.

High 5 Downgrades:

Goldman Sachs downgraded Textron (TXT) to Impartial from Purchase with a worth goal of $85, down from $95. Whereas the agency nonetheless believes that enterprise jet provide and demand is tight and that the FLRAA win is a big new earnings contributor, upside within the inventory has but to materialize.
TD Cowen downgraded Sweetgreen (SG) to Maintain from Purchase with a worth goal of $15, down from $25. The agency says its concern on same-store gross sales misses started in Q2, although it extends to the optimistic second half of 2025 acceleration embedded in consensus, whereas there’s danger of not returning to normalized identical retailer gross sales in 2026.
KeyBanc downgraded Lineage (LINE) to Sector Weight from Chubby and not using a worth goal. Given a difficult working setting stemming from softer demand and elevated ranges of latest provide, the Chilly Storage REITs stay out of favor and the outlook for situations to stabilize stays unsure, the agency tells buyers in a analysis notice.
Goldman Sachs downgraded Coterra Power (CTRA) to Impartial from Purchase with an unchanged $31 worth goal. In current months, Coterra has extra carefully traded to grease producer friends and in consequence has underperformed gas-focused E&P friends given the comparatively extra constructive fuel versus oil outlook, the agency added.
UBS downgraded Southern Copper (SCCO) to Impartial from Purchase with a $105 worth goal. UBS feels the draw back danger to copper costs over the subsequent six months – as a consequence of macro uncertainty and commerce warfare points – limits upside danger, and believes the inventory is presently “risk-reward balanced.”

High 5 Initiations:

Truist initiated protection of Sportradar (SRAD) with a Purchase score and $33 worth goal. Sportradar, as the biggest B2B companion for the sports activities betting business, has turn out to be “more and more essential” to prospects that embrace operators, leagues and media, says the agency, which sees upside to 2027 monetary targets by way of increased market progress and new state legalization, in-play combine, and growth of latest income drivers.
Truist initiated protection of Genius Sports activities (GENI) with a Purchase score and $14 worth goal. The agency views Genius as an “integral B2B companion” for the net sports activities betting business sees “a reputable path” for the corporate to strategy about $300M in EBITDA by 2028 with rising in-play betting, new state legalizations and OSB progress.
Roth Capital initiated protection of MasTec (MTZ) with a Purchase score and $210 worth goal. The engineering, procurement, and development firm gives infrastructure options for electrical/fuel utilities, renewable power, communications, and pipeline industries, notes the agency, which believes MasTec is “one of many best-positioned firms to assist the acceleration of {the electrical} infrastructure buildout.”
Goldman Sachs initiated protection of Omada Well being (OMDA) with a Purchase score and $29 worth goal. Contemplating the expansion trajectory, near-term path to profitability, and under peer valuation, the agency sees shares providing a “compelling danger/reward” at present ranges. Morgan Stanley, Barclays, JPMorgan, Needham, Canaccord additionally began protection of the inventory with Purchase-equivalent scores.
Piper Sandler initiated protection of Rollins (ROL) with an Chubby score and $70 worth goal. Rollins, which has an extended observe document of “wholesome and sustainable progress,” is within the early phases of transitioning from a family-run enterprise to a extra modernized public firm, which ought to speed up progress and “make shares extra interesting,” the agency tells buyers.