Oracle initiated, Uber upgraded: Wall Street's top analyst calls

2 weeks ago 8

The Fly

Wed, December 3, 2025 astatine 8:35 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:

Arete upgraded Uber (UBER) to Buy from Neutral with a terms people of $125, up from $82. The steadfast believes capitalist concerns implicit contention from autonomous vehicles is overdone.
Arete upgraded Lyft (LYFT) to Neutral from Sell with a terms people of $20, up from $10. While Lyft lacks the fig of autonomous conveyance partnerships that Uber presently has, it whitethorn beryllium capable to onboard Amazon's (AMZN) Zoox successful 2026, the steadfast tells investors successful a probe note.
Longbow upgraded Garmin (GRMN) to Buy from Neutral with a $250 terms target. The steadfast says the caller 25% selloff successful the shares is an overreaction to the imaginable of the company's 2026 gross maturation being wounded by a gross spread successful the automotive concern successful the archetypal fractional of 2026.
Morgan Stanley upgraded Vertex Pharmaceuticals (VRTX) to Overweight from Equal Weight with a terms people of $516, up from $438. The steadfast is taking a much affirmative stance connected the company's kidney franchise pipeline, including Pove and Inaxaplin.
William Blair upgraded Driven Brands (DRVN) to Outperform from Market Perform without a terms people aft gathering with management. The steadfast views the meetings arsenic "incrementally affirmative astir the spot of the company's caller enactment aft respective years of instability."

Top 5 Downgrades:

Jefferies downgraded Wayfair (W) to Hold from Buy with an unchanged terms people of $94. The steadfast says that with its web postulation investigation indicating a dilatory commencement to the vacation buying play for Wayfair and user survey information signaling a downshift successful "go-forward buying propensity connected the marketplace," the stock's risk/reward skews much balanced.
JPMorgan downgraded Wendy's (WEN) to Neutral from Overweight with a terms people of $9, down from $12. The steadfast moves to the sidelines pending a much defined strategy from a imperishable absorption team.
Susquehanna downgraded Pure Storage (PSTG) to Neutral from Positive with an unchanged terms people of $100. While stating that the steadfast is "less concerned" astir margins, it notes that "scaling" hyperscaler gross volition instrumentality longer than anticipated.
Morgan Stanley downgraded Regeneron (REGN) to Equal Weight from Overweight with an unchanged terms people of $767. The steadfast sees a balanced risk/reward pending further visibility connected the company's pipeline diversification.
Citizens JMP downgraded Jamf Holding (JAMF) to Market Perform from Outperform without a terms people aft the institution entered into an statement to beryllium acquired by Francisco Partners for $13.05 per share.