Arm upgraded, Strategy initiated: Wall Street's top analyst calls

1 day ago 5

The Fly

Fri, March 20, 2026 astatine 8:50 AM CDT 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:

HSBC treble upgraded Arm (ARM) to Buy from Reduce with a terms people of $205, up from $90, arguing that the company's modulation from being a smartphone babelike semiIP play to a "major" AI server CPU beneficiary is "still being undervalued by the market."
Jefferies upgraded SolarEdge (SEDG) to Hold from Underperform with a terms people of $49, up from $30, arsenic the Middle East struggle drives volatility successful European vigor prices.
Mizuho upgraded Chipotle (CMG) to Outperform from Neutral with a terms people of $40, up from $37. The company's Q1 net study and Q2-to-date commentary connection imaginable affirmative catalysts, the steadfast tells investors successful a probe note.
HSBC upgraded Chevron (CVX) to Buy from Hold with a terms people of $215, up from $180. The steadfast accrued estimates for the planetary integrated lipid names owed to the "macro shock" from the Middle East conflict.
Oppenheimer upgraded Freshpet (FRPT) to Outperform from Perform with an $80 terms target. Following the stock's 10% pullback this week connected concerns of caller contention from Costco's (COST) Kirkland Signature brand, Oppenheimer's sees a much charismatic risk/reward.

Top 5 Downgrades:

Freedom Capital downgraded Mosaic (MOS) to Sell from Hold with a terms people of $24, down from $30. The steadfast says the Middle East struggle has created a "bifurcated shock" successful the fertilizer market. The struggle volition compress Mosaic's margins arsenic input costs surge without a corresponding emergence successful realized merchandise prices, the expert tells investors successful a probe note. Freedom says that dissimilar the company's nitrogen-heavy peers that payment from the vigor volatility, Mosaic's profitability is expected to trough successful mid-2026 earlier stabilizing. BofA besides downgraded Mosaic to Neutral from Buy with a terms people of $30, down from $33.
Citizens downgraded Greystone Housing (GHI) to Market Perform from Outperform without a terms target. The steadfast cites headwinds from higher involvement rates for the downgrade.
Wells Fargo downgraded Amcor (AMCR) to Equal Weight from Overweight with a terms people of $43, down from $48. The steadfast says the stock terms absorption relating to the Iran struggle has been "disproportionate" crossed the packaging sector.
Wells Fargo downgraded Magnera (MAGN) to Equal Weight from Overweight with a terms people of $12, down from $19. Wells prefers companies with debased leverage, precocious U.S concentration, and "defensive" accumulation exposures.
Wells Fargo downgraded O-I Glass (OI) to Equal Weight from Overweight with a terms people of $13, down from $18. The steadfast adjusted ratings successful the group, saying the caller macro conditions equilibrium banal risk/reward profiles.