CoreWeave initiated, Unity upgraded: Wall Street's top analyst calls

2 weeks ago 12

The Fly

Fri, December 5, 2025 astatine 8:42 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:

Gordon Haskett upgraded Dollar General (DG) to Buy from Accumulate with a $140 terms target. The company's postulation maturation "stands out" erstwhile compared to Dollar Tree's (DLTR), the steadfast tells investors successful a probe note.
Wells Fargo upgraded Unity (U) to Overweight from Equal Weight with a terms people of $51, up from $42. The steadfast is constructive connected the mobile crippled advertizing manufacture successful 2026.
Jefferies upgraded Humana (HUM) to Buy from Hold with a terms people of $313, up from $253. The steadfast upped the company's net estimates for 2026 and 2027 pursuing an investigation of Humana's Stars diversification effort.
Oppenheimer upgraded Corpay (CPAY) to Outperform from Perform with a $380 terms target. The steadfast says the shares astatine existent levels connection "growth astatine a discount."
William Blair upgraded Rubrik (RBRK) to Outperform from Market Perform. The institution reported "stellar beat-and-raise results" amid ongoing stock gains successful the cyber-resilience market, the steadfast tells investors successful a probe note.

Top 5 Downgrades:

Lake Street downgraded Argan (AGX) to Hold from Buy with a terms people of $325, up from $260. Argan is executing good with beardown margins and a $3B backlog that provides visibility for the adjacent 2 to 3 years, but shares are trading astatine a "top-tier valuation connected highest estimates" that bespeak beardown execution, accrued margins, and afloat enactment connected its existent pipeline, the steadfast tells investors.
Barclays downgraded AIG (AIG) to Equal Weight from Overweight with a terms people of $88, down from $95. The steadfast sees constricted charismatic maturation opportunities for AIG successful the existent pricing environment.
Baird downgraded Synchrony (SYF) to Neutral from Outperform with an unchanged terms people of $82. While Synchrony is simply a high-quality bank, its little extremity user vulnerability "makes it pugnacious to chase" the shares aft the caller rally, the steadfast tells investors successful a probe note.
Raymond James treble downgraded Parsons (PSN) to Market Perform from Strong Buy without a terms people pursuing the Federal Aviation Administration's determination to grant the $12.5B "Brand New Air Traffic Control System" premier integrator relation to Peraton.
BofA treble downgraded Kosmos (KOS) to Underperform from Buy with a terms people of $1, down from $3.40. The steadfast downgraded the shares aft cutting its brent lipid terms forecasts for 2026 and 2027 to $60 and $62 per barrel, respectively.