Netflix, Meta upgraded: Wall Street's top analyst calls

1 week ago 4

The Fly

Mon, January 26, 2026 astatine 8:50 AM CST 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:

Phillip Securities upgraded Netflix (NFLX) to Accumulate from Sell with a terms people of $100, up from $95. The steadfast believes the institution is good positioned "structurally and financially" for semipermanent growth.
Rothschild & Co Redburn upgraded Meta Platforms (META) to Buy from Neutral with a terms people of $900, up from $740. The shares could commercialized down to the mid $500s station the Q4 study if higher costs determination down 2026 net estimates, but Rothschild sees a "disconnect" betwixt the existent banal terms and Meta's semipermanent value.
Needham upgraded AppLovin (APP) to Buy from Hold with a $700 terms target. The firm's e-commerce enactment has fixed it added assurance successful the trajectory of AppLovin's e-commerce gross maturation successful 2026.
Evercore ISI upgraded Cisco (CSCO) to Outperform from In Line with a terms people of $100, up from $80. While investors volition statement if Cisco is cyclical oregon secular, the steadfast sees "plenty of tailwinds" to guarantee Cisco tin prolong precocious single-digit income and low-teens EPS maturation connected a multi-year basis, including a field refresh, AI momentum, the betterment successful accepted endeavor and telco markets, and EBIT borderline expansion.
Deutsche Bank upgraded Cognizant (CTSH) to Buy from Hold with a $100 terms target. The institution is positioned arsenic the "clear winner" successful IT services amid a challenging backdrop wherever budgets "remain tight," the steadfast tells investors successful a probe note.

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Top 5 Downgrades:

Wolfe Research downgraded Cummins (CMI) to Peer Perform from Outperform and removed the firm's anterior $540 terms people connected the shares. Cummins has materially outperformed the past 2 years and portion the steadfast inactive sees an improving cardinal backdrop and expects beardown EPS maturation the adjacent 2 years, it is lowering its standing fixed much balanced risk/reward successful what the expert calls "more of a valuation downgrade than thing else."
Morgan Stanley downgraded Varonis (VRNS) to Equal Weight from Overweight with a terms people of $41, down from $44. The steadfast sees an "increasingly competitive" information information marketplace for Varonis, peculiarly from Microsoft (MSFT).
Wolfe Research downgraded Public Storage (PSA) to Peer Perform from Outperform without a terms target. Public Storage has imaginable for meaningfully amended net maturation successful 2027, but the shares "could intermission for immoderate clip until this maturation is much apparent," the steadfast argues.
Wolfe Research downgraded CubeSmart (CUBE) to Peer Perform from Outperform without a terms target. CubeSmart has imaginable for meaningfully amended net maturation successful 2027, but the shares are "likely to intermission for immoderate clip until this maturation is much apparent."
DA Davidson downgraded BOK Financial (BOKF) to Neutral from Buy with a terms people of $135, up from $125, aft its Q4 results. The firm's 2026 and 2027 EPS forecast are the highest among analysts arsenic it believes the signifier is acceptable for beardown gross maturation implicit the adjacent 2 years, led by continued nett involvement borderline expansion, forecasting supra mean indebtedness growth, divers interest income businesses, portion disbursal maturation should moderate.