Texas Instruments upgraded, Circle downgraded: Wall Street's top analyst calls

1 hour ago 3

The Fly

Thu, April 9, 2026 astatine 8:40 AM CDT 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:

Stifel upgraded Texas Instruments (TXN) to Buy from Hold with a terms people of $250, up from $215. Following a six-year concern rhythm that constrained profitability and returns, Texas Instruments is good positioned to seizure marketplace stock successful the adjacent analog upcycle and instrumentality to beardown escaped currency travel generation, the steadfast tells investors successful a probe note.
Guggenheim upgraded Datadog (DDOG) to Buy from Neutral with a $175 terms target, representing 50% imaginable upside. Channel checks bespeak Datadog is simply a superior beneficiary of AI-driven maturation successful information volumes and IT complexity, the steadfast tells investors successful a probe note.
Raymond James upgraded Instacart (CART) to Outperform from Market Perform with a $50 terms target. The ceremonial motorboat of Cart Assistant is an "underappreciated tailwind" coming to Instacart web and endeavor partners similar Kroger (KR), the steadfast tells investors successful a probe note.
JPMorgan upgraded Capital One (COF) to Overweight from Neutral with a terms people of $213, down from $256. The steadfast has named Capital One its apical prime for the user concern assemblage amid the "volatile and unpredictable" macroeconomic environment.
Barclays upgraded Marvell (MRVL) to Overweight from Equal Weight with a terms people of $150, up from $105. Barclays believes the company's optical concern could turn 90% for this twelvemonth and next, adjacent with immoderate marketplace stock displacement to Broadcom (AVGO).

Top 5 Downgrades:

Compass Point downgraded Circle Internet (CRCL) to Sell from Neutral with a terms people of $77, down from $79. While the USDC is much resilient this cycle, proviso is shifting into little borderline areas, the steadfast tells investors successful a probe note.
BTIG downgraded Zscaler (ZS) to Neutral from Buy with nary terms people and removing the banal from BTIG's archetypal fractional Top Picks list. This downgrade "was not an casual decision," said the firm, which added that autarkic tract checks conducted with 5 contacts connected Zscaler implicit the past week and the information points person changed importantly comparative to enactment conscionable a fewer months ago.
Rosenblatt downgraded Bullish (BLSH) to Neutral from Buy with an unchanged terms people of $39, citing valuation. After outperforming peers successful 2026, the banal present trades astatine 28-times statement adjusted EBITDA estimates, a worldly premium to each of Bullish's peers, including "heavyweights" Coinbase (COIN) and Robinhood (HOOD), the steadfast tells investors successful a probe note.
Guggenheim downgraded GitLab (GTLB) to Neutral from Buy without a terms target. The steadfast cites the company's "more pronounced" AI hazard and deficiency of near-term catalysts for the downgrade.
BNP Paribas downgraded Conagra Brands (CAG) to Neutral from Outperform with a terms people of $16, down from $19. U.S. packaged nutrient valuations "look inexpensive comparative to history," but the steadfast believes they are "cheap for a reason" and it lowered targets for respective companies successful the radical to relationship for measurement maturation that "looks to beryllium muted astatine best" and pricing powerfulness that "could beryllium somewhat illusory.