Alphabet, Nvidia upgraded: Wall Street's top analyst calls

1 month ago 26

The Fly

Mon, February 23, 2026 astatine 8:32 AM CST 4 min read

The astir talked astir and marketplace moving probe calls astir Wall Street are present successful 1 place. Here are today's probe calls that investors request to know, arsenic compiled by The Fly.

Top 5 Upgrades:

Wells Fargo upgraded Alphabet (GOOGL) to Overweight from Equal Weight with a terms people of $387, up from $354. The institution has a enactment presumption successful the "three cardinal traits" of an AI winner, namely lawsuit data, distribution, and compute capacity, the steadfast tells investors successful a probe note.
Aletheia upgraded Nvidia (NVDA) to Buy from Hold with a $250 terms target. The steadfast views the banal arsenic "too inexpensive to ignore" into Nvidia's Q4 report, which it expects to apical expectations.
Lake Street upgraded Tandem Diabetes (TNDM) to Buy from Hold with a terms people of $50, up from $14. The steadfast believes Tandem's modulation to a pharmacy exemplary volition effect successful much predictable growth, improved margins, and meaningful escaped currency flow.
UBS upgraded BlackRock (BLK) to Buy from Neutral with a $1,280 terms target. The upgrade is supported by beardown Q4 results, affirmative commentary astatine the UBS Financials conference, and a coagulated commencement to Q1 flows, the steadfast tells investors successful a probe note.
Baird upgraded Henry Schein (HSIC) to Outperform from Neutral with a terms people of $100, up from $78. The steadfast believes the bias crossed its dental names remains to the upside.

Top 5 Downgrades:

Jefferies downgraded Workday (WDAY) to Hold from Buy with a terms people of $150, down from $325. The steadfast says the apps bundle names person been deed harder than wide software. Jefferies besides downgraded DocuSign (DOCU) and Monday.com (MNDY) to Hold from Buy.
BofA downgraded General Mills (GIS) to Neutral from Buy with a terms people of $48, down from $55, pursuing the CAGNY conference. The firm's anterior Buy thesis was predicated connected a re-acceleration successful Pet and stabilization successful North America Retail, but "that has gone stale," it tells investors.
Baird downgraded Arcellx (ACLX) to Neutral from Outperform with a terms people of $115, up from $106, aft Gilead Sciences (GILD) announced that it has entered into a definitive statement to get the institution for $115 per stock successful currency astatine closing and 1 contingent worth close of $5 per share, which represents an implied equity worth of $7.8B payable astatine closing. Wells Fargo, Truist, and Canaccord besides downgraded the banal to Neutral-equivalent ratings.
JPMorgan downgraded VF Corp. (VFC) to Underweight from Neutral with a terms people of $18, down from $19. The steadfast downgraded the shares aft reducing its fecal 2027 and 2028 net estimates beneath consensus.
Jefferies downgraded Deere (DE) to Underperform from Hold with a terms people of $550, up from $475. The steadfast says that portion the agriculture rhythm should trough this year, a betterment volition necessitate an betterment successful U.S. husbandman incomes with harvest prices the cardinal driver.