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

2 hours ago 2

The Fly

Tue, March 3, 2026 astatine 8:33 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 Block (XYZ) to Buy from Hold with a terms people of $77, up from $70. The steadfast "materially" accrued net estimates aft Block's Q4 results to bespeak accelerating profitability.
Arete treble upgraded Palo Alto Networks (PANW) to Buy from Sell with a terms people of $185, up from $150, arsenic it believes the shares are pricing successful some integration "friction" and structural deceleration. The second is overdone successful the existent stock price, the steadfast tells investors successful a probe note.
BofA upgraded Unity (U) to Neutral from Underperform with a terms people of $19, up from $18. Weaker-than-expected Q1 guidance has "likely deflated" buyside's calendar twelvemonth 2026 estimate, reducing the hazard of further cuts, portion near-term catalysts look balanced, the steadfast tells investors.
Northland upgraded 1stDibs (DIBS) to Outperform from Market Perform with an unchanged terms people of $7. The steadfast believes the company's Q4 results and Q1 outlook "will beryllium to beryllium an inflection constituent successful the story."
Morgan Stanley upgraded Novo Nordisk (NVO) to Equal Weight from Underweight with a terms people of $40, down from $42. Post the selloff connected the REDEFINE-4 data, Novo's valuation amended reflects its mid-term maturation uncertainty and the nonaccomplishment of exclusivity risks connected semaglutide, the steadfast tells investors successful a probe note.

Top 5 Downgrades:

Baird downgraded MongoDB (MDB) to Neutral from Outperform with a terms people of $260, down from $500. The institution reported coagulated Q4 results, but the Atlas gross maturation of 29% was a weaker than expected beat, which raises questions, the steadfast tells investors successful a probe note.
Mizuho downgraded uniQure (QURE) to Neutral from Outperform with a terms people of $12, down from $33. The steadfast has "materially little confidence" successful the regulatory flexibility for AMT-130 successful Huntington's illness pursuing the Type A gathering with the FDA. Wells Fargo besides downgraded uniQure to Equal Weight from Overweight.
RBC Capital downgraded Select Medical (SEM) to Sector Perform from Outperform with a terms people of $16.50, down from $19, aft the institution agreed to beryllium acquired by a consortium led by Executive Chairman and Co-founder Bob Ortenzio for $16.50 per share.
Barclays downgraded Mosaic (MOS) to Equal Weight from Overweight with an unchanged terms people of $31. The steadfast says the U.S. and Israel strikes connected Iran volition bring higher ammonia input costs for phosphate.
Keefe Bruyette downgraded BlackRock TCP Capital (TCPC) to Underperform from Market Perform with a terms people of $3.50, down from $7. The institution reported a "very mediocre quarter," the steadfast tells investors successful a probe note.