PayPal downgraded, Five Below upgraded: Wall Street's top analyst calls

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The Fly

Wed, February 4, 2026 astatine 6:33 AM PST 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:

BofA treble upgraded Five Below (FIVE) to Buy from Underperform with a terms people of $233, up from $158. The steadfast believes shares volition instrumentality to a higher terms to net aggregate arsenic results proceed to amended nether the caller enactment of CEO Winnie Park, CFO Dan Sullivan and Chief Merchant Michelle Israel.
Compass Point upgraded PayPal (PYPL) to Neutral from Sell with a $51 terms people station the net report. PayPal shares are present pricing successful "peak uncertainty" with a spread betwixt CEOs and without afloat knowing the caller CEO's plan, the steadfast tells investors successful a probe note.
Citizens upgraded Airbnb (ABNB) to Outperform from Market Perform with a $160 terms target. The steadfast sees aggregate upcoming catalysts for the institution that could thrust upside to existent statement expectations.
Mizuho upgraded Booking Holdings (BKNG) to Outperform from Neutral with an unchanged terms people of $6,000,which offers 30% upside. The steadfast says that for investors who missed the mid-November selloff, the caller pullback "presents different compelling opportunity."
Baird upgraded GE Vernova (GEV) to Outperform from Neutral with a terms people of $923, up from $701. The steadfast believes the vigor infrastructure rhythm "is inactive successful the aboriginal innings" and that GE Vernova is positioned arsenic 1 of the biggest beneficiaries.

Top 5 Downgrades:

Canaccord downgraded PayPal (PYPL) to Hold from Buy with a terms people of $42, down from $100, pursuing the net report. The company's e-commerce outgo measurement is "maturing quickly" and its adjacent signifier of maturation "remains elusive," the steadfast tells investors successful a probe note. HSBC besides downgraded PayPal to Hold from Buy with a terms people of $47, down from $72. Citizens besides downgraded PayPal to Market Perform from Outperform without a terms people pursuing the Q4 report.
Citizens downgraded Booking Holdings (BKNG) to Market Perform from Outperform without a terms target. The steadfast sees constricted near-term catalysts for the institution to meaningfully accelerate its growth.
Baird downgraded TransDigm (TDG) to Neutral from Outperform with a terms people of $1,400, down from $1,650. The steadfast cites the company's increasing premix of manufacturing volumes and slowing aftermarket maturation that volition headdress its margins implicit the mean word for the downgrade.
Northland downgraded Teradyne (TER) to Market Perform from Outperform with a terms people of $270, up from $186. While the steadfast "significantly" lifts its estimates aft the institution reported a beardown 4th and guidance, it believes net are nearing a highest and downgrades shares connected valuation.
Rothschild & Co Redburn downgraded CF Industries (CF) to Sell from Neutral with a $72 terms target. The steadfast expects "normalizing" fertilizer prices to erode CF's profitability