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

1 week ago 12

The Fly

Wed, January 28, 2026 astatine 8:39 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:

HSBC upgraded UPS (UPS) to Buy from Hold with a terms people of $125, up from $100. Q4 results bushed expectations and portion in-line 2026 guidance implies a anemic Q1, it besides points to beardown margins by the extremity of 2026 erstwhile the Amazon (AMZN) glide down and tariff disruptions fade, the steadfast tells investors successful a post-earnings note.
BofA upgraded Texas Instruments (TXN) to Neutral from Underperform with a terms people of $235, up from $185. Driven by concern inventory replenishment, emerging maturation successful information halfway power, connectivity and aero, and defence markets arsenic good arsenic automotive contented gains, less-crowded analog stocks specified arsenic Texas Instruments "can reenergize," the steadfast added.
BofA upgraded Microchip (MCHP) to Buy from Neutral with a terms people of $95, up from $78. Microchip is trading astatine a premium multiple, but the steadfast sees important headroom for net upgrades since its raised calendar twelvemonth 2027 income forecast of $7B is beneath the company's anterior $8B-plus peak.
Rothschild & Co Redburn upgraded Visa (V) to Buy from Neutral with a terms people of $385, up from $327. The steadfast believes the "pricing power" from a much fragmented e-commerce backdrop arsenic agentic commerce ramps volition effect successful a displacement distant from ample merchants backmost to the paper networks.
Morgan Stanley upgraded Johnson & Johnson (JNJ) to Overweight from Equal Weight with a terms people of $262, up from $200. The steadfast cites its higher estimates of the company's caller products and a higher valuation aggregate for the upgrade.

Top 5 Downgrades:

Rothschild & Co Redburn downgraded PayPal (PYPL) to Sell from Neutral with a terms people of $50, down from $70. PayPal should beryllium good positioned for agentic commerce fixed its scale, but its vantage volition erode arsenic user behaviour shifts, the steadfast tells investors successful a probe note.
Jefferies downgraded BJ's Wholesale (BJ) to Hold from Buy with a terms people of $90, down from $120. The company's maturation is shifting toward competitory markets, which raises its execution and borderline risk, the steadfast tells investors successful a probe note.
Argus downgraded Roper Technologies (ROP) to Hold from Buy. The company's outlook calls for growth, but astatine a mid-single-digit complaint alternatively of its goals for double-digit rates, the steadfast added. Stifel and Oppenheimer besides downgraded Roper Technologies to Neutral equivalent ratings.
JPMorgan downgraded Western Alliance (WAL) to Neutral from Overweight with a terms people of $105, up from $100. Only 2 involvement complaint cuts are apt to hap this twelvemonth per the guardant curve, which limits immoderate worldly alleviation from little rates for the bank, the steadfast tells investors successful a probe note.
UBS downgraded Nucor (NUE) to Neutral from Buy with a terms people of $183, up from $168. The downgrade is based connected "full" valuation and pricing, the expert tells investors successful a probe note.