Brinker upgraded, Coinbase downgraded: Wall Street's top analyst calls

4 weeks ago 7

The Fly

Tue, November 25, 2025 astatine 8:36 AM CST 3 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:

UBS upgraded Applied Materials (AMAT) to Buy from Neutral with a terms people of $285, up from $250. The steadfast cites its "significantly much bullish" outlook for wafer fab instrumentality spending successful 2026 and 2027 for the upgrade.
Citi upgraded Brinker (EAT) to Buy from Neutral with a terms people of $176, up from $144. The company's outgo situation is getting amended with Brazil nutrient tariffs dropping and its income tin spot momentum done fiscal 2026, the steadfast tells investors successful a probe note.
Raymond James upgraded CDW (CDW) to Strong Buy from Outperform with a $185 terms target. The company's outgo headwinds are easing into a play of imaginable maturation acceleration, the steadfast tells investors successful a probe note.
UBS upgraded Cummins (CMI) to Neutral from Sell with a terms people of $500, up from $350. The motortruck rhythm is bottoming successful 2026 and the stock's risk/reward is present much balanced, the steadfast tells investors successful a probe note.
Wolfe Research upgraded Inspire Medical (INSP) to Outperform from Peer Perform with an $180 terms target. The steadfast says the "surprise" 50% Medicare reimbursement rise "pumps oxygen" into the stock's bull case.

Top 5 Downgrades:

Argus downgraded Coinbase (COIN) to Hold from Buy with nary terms target. The institution is the starring cryptocurrency trading level and USDC - the fig 2 dollar-backed stablecoin successful the satellite - saw continued momentum, but the banal is trading astatine 39-times expected guardant earnings, which is good supra the 24- to 27-times multiples of the different exchanges, the steadfast tells investors successful a probe note.
Rothschild & Co Redburn downgraded Estee Lauder (EL) to Sell from Neutral with a terms people of $70, down from $83. The steadfast believes that contempt improving income growth, Estee needs deeper investment, which puts its standard of the borderline betterment astatine risk.
Canaccord downgraded Exact Sciences (EXAS) to Hold from Buy with a terms people of $105, up from $85, aft the institution announced an statement to beryllium acquired by Abbott (ABT) for $105 per share. TD Cowen besides downgraded the banal to Hold.
Northland downgraded Green Dot (GDOT) to Market Perform from Outperform with a terms people of $14.25, down from $18, aft the institution announced "two somewhat analyzable and coordinated" strategical transactions that volition abstracted its fintech and slope operations.
Barclays downgraded Camden Property (CPT) to Equal Weight from Overweight with a terms people of $118, down from $127. The company's prospective full instrumentality illustration present sits "closer to the mediate of the pack" erstwhile measured against the remainder of flat existent property concern spot sector, the steadfast tells investors successful a probe note.