Oracle gets upgrade and downgrade: Wall Street's top analyst calls

3 weeks ago 19

The Fly

Mon, February 9, 2026 astatine 8:36 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:

Roth Capital upgraded Roblox (RBLX) to Buy from Neutral with a terms people of $84, up from $78. The steadfast is much affirmative connected the shares owed to Roblox's amended than expected 2026 bookings guidance and implicit 20% bookings maturation outlook annually implicit the adjacent respective years.
DA Davidson upgraded Oracle (ORCL) to Buy from Neutral with a terms people of $180. The steadfast believes that a revamped OpenAI volition instrumentality to its presumption arsenic Google's (GOOGL) apical challenger and with a caller stack of superior beryllium capable to unrecorded up to its obligations this year, including to Oracle, which it sees removing the biggest interest from Oracle.
Wolfe Research upgraded Robinhood (HOOD) to Outperform from Peer Perform with a $125 terms target. Shares are down 27% year-to-date, notes the firm, which sees the risk/reward arsenic much charismatic pursuing the pullback.
Citizens upgraded SoFi Technologies (SOFI) to Outperform from Market Perform with a $30 terms target. The steadfast believes SoFi's selloff is little astir near-term macro fearfulness and much astir "style origin compression and technicals, creating an opportunity" to ain the stock.
Needham upgraded Medtronic (MDT) to Buy from Hold with a $121 terms target. The steadfast says the institution is successful the aboriginal stages of respective large merchandise launches successful multi-billion-dollar markets.

Top 5 Downgrades:

Melius Research downgraded Oracle (ORCL) to Hold from Buy with a $160 terms target. While the steadfast says it admires Larry Ellison for "going for it here," it adds that it whitethorn conscionable beryllium a pugnacious slog arsenic indebtedness and equity volition beryllium an overhang for immoderate clip arsenic it questions "What should a banal merchantability for with nary escaped currency travel until the 2030s?" Oracle should beryllium valued "more akin to an infrastructure institution vs. a bundle company," the expert added.
Melius besides downgraded Microsoft (MSFT) to Hold from Buy with a $430 terms target. Microsoft's 365 concern faces threats from AI, meaning it needs to summation its capex markedly to support gait with Google (GOOGL) and Amazon (AMZN), truthful escaped currency travel whitethorn instrumentality different hit, the expert tells investors. If Microsoft doesn't summation spending now, it reflects either an execution contented oregon a request to negociate earnings, and "neither is good," the expert added. Additionally, the expert argues that Microsoft shares look "very expensive" connected the firm's caller escaped currency travel estimates.
Baird downgraded Zions Bancorp (ZION) to Neutral from Outperform with an unchanged terms people of $65. The steadfast sees a balanced risk/reward astatine existent stock levels.
UBS downgraded Corteva (CTVA) to Neutral from Buy with a terms people of $80, down from $81. With the banal recovering adjacent the terms target, Corteva's risk/reward is much balanced, the steadfast tells investors successful a probe note.
Mizuho downgraded Westlake (WLK) to Neutral from Outperform with an unchanged terms people of $88. Mizuho has a bearish manufacture presumption of Westlake's vinyls and polyethylene businesses.