Super Micro downgraded, MongoDB upgraded: Wall Street's top analyst calls

1 hour ago 3

The Fly

Mon, March 23, 2026 astatine 8:44 AM CDT 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:

Mizuho upgraded MongoDB (MDB) to Outperform from Neutral with a terms people of $325, up from $290. The steadfast sees a "compelling" stock setup station the company's fiscal Q4 report.
Stifel upgraded Valvoline (VVV) to Buy from Hold with a terms people of $42, up from $40. The stock's caller pullback provides a "compelling introduction point," the steadfast tells investors successful a probe note.
Raymond James upgraded AeroVironment (AVAV) to Market Perform from Underperform without a terms target. The steadfast cites valuation for the upgrade pursuing the stock's 35% diminution since March 2.
Morgan Stanley upgraded Cheniere Energy (LNG) to Overweight from Equal Weight with a terms people of $313, up from $236. The upgrade follows the harm to Qatar's liquified earthy state works successful Ras Laffan.
Morgan Stanley upgraded Brookfield Infrastructure Partners (BIP) to Overweight from Equal Weight with an unchanged terms people of $45. The shares bash not bespeak the company's accelerating maturation profile, the steadfast tells investors successful a probe note.

Top 5 Downgrades:

Northland downgraded Super Micro (SMCI) to Market Perform from Outperform with a $22 terms target. While the steadfast views the separation of the Chief Compliance Officer and CFO roles arsenic a positive, it says this "appears reactionary alternatively than proactive" and believes Super Micro volition challenged with flattish gross and net maturation until actions are taken to abstracted the Chairman and CEO roles.
William Blair downgraded Dropbox (DBX) to Underperform from Market Perform without a terms target. The steadfast besides downgraded GitLab (GTLB), N-able (NABL), and Backblaze (BLZE) to Underperform. In addition, the steadfast chopped Box (BOX), Varonis (VRNS), Commvault (CVLT), AvePoint (AVPT), and Nutanix (NTNX) to Market Perform, citing the "increased uncertainty that AI has injected into the bundle sector."
BTIG downgraded Zimmer Biomet (ZBH) to Neutral from Buy without a terms target. The shares are improbable to make overmuch instrumentality implicit the quarters up contempt Zimmer's efforts to amended maturation and profitability, the steadfast tells investors successful a probe note.
Macquarie downgraded XPeng (XPEV) to Neutral from Outperform with a terms people of $19, down from $24. The steadfast likes XPeng's carnal AI "optionality" but says the company's measurement maturation "is nary warrant this year."
Wells Fargo downgraded Crown Castle (CCI) to Equal Weight from Overweight with a terms people of $85, down from $90. Wells says its investigation of operation fundamentals station the Q4 reports shows Crown Castle's comparative integrated maturation excluding Dish came successful "meaningfully below" peers.