Amazon downgraded, Roblox upgraded: Wall Street's top analyst calls

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The Fly

Fri, February 6, 2026 astatine 8:41 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:

Freedom Capital upgraded Roblox (RBLX) to Buy from Hold with an unchanged terms people of $85, noting that shares are down astir 37% from aboriginal December. In summation to valuation, the steadfast cites a better-than-expected FY26 outlook and what it sees arsenic the imaginable for "meaningful enlargement thereafter."
Oppenheimer upgraded Roku (ROKU) to Outperform from Perform with a $105 terms target. The steadfast cites valuation for the upgrade pursuing the stock's 25% pullback from the 52-week high.
Stifel upgraded Snap (SNAP) to Hold from Sell with an unchanged terms people of $5.50. The steadfast cites valuation for the upgrade with the shares down 37% year-to-date.
Citi upgraded Estee Lauder (EL) to Buy from Neutral with an unchanged terms people of $120. The steadfast views the 19% post-earnings selloff arsenic a buying opportunity.
Stephens upgraded Boot Barn (BOOT) to Overweight from Equal Weight with a terms people of $237, up from $196. The institution has a well-defined, proven net maturation algorithm with a absorption squad that is "confident, successful power and pulling the close levers," says the firm.

Top 5 Downgrades:

DA Davidson downgraded Amazon.com (AMZN) to Neutral from Buy with a terms people of $175, down from $300. In the discourse of results from Microsoft (MSFT) and Google (GOOGL), the steadfast sees AWS continuing to suffer its pb and present "scrambling to drawback up done escalating investment."
Seaport Research downgraded Sirius XM (SIRI) to Neutral from Buy and removed the firm's terms people connected shares. While caller gross and EBITDA guidance are "stable" vs. 2025, which is amended than the antagonistic maturation guides of the past fewer years and drove a alleviation rally, the steadfast reduced its estimation connected the guidance for moderately worse self-pay nett losses successful 2026 compared to 2025, a slower ARPU maturation estimate, and the redeployment of overmuch of the outgo savings of the past twelvemonth into much initiatives.
Evercore ISI downgraded Impinj (PI) to In Line from Outperform with a terms people of $112, down from $273. While the steadfast inactive likes the company's semipermanent prospects arsenic "the ecosystem play connected RAIN RFID," it is moving to the sidelines, for now, due to the fact that the company's March 4th outlook for revenues to beryllium 20% beneath the Street presumption changes 2 things successful its appraisal of the stock.
JPMorgan downgraded Linde (LIN) to Neutral from Overweight with an unchanged terms people of $455. The steadfast cites valuation for the downgrade with the shares supra the terms target.
Stifel treble downgraded Hub Group (HUBG) to Sell from Buy with a terms people of $27, down from $52. The institution announced partial Q4 results, delaying the afloat study of audited net owed to a worldly misstatement successful humanities earnings, the steadfast tells investors successful a probe note.