Oracle upgraded, Workday downgraded: Wall Street's top analyst calls

2 weeks ago 14

The Fly

Wed, February 25, 2026 astatine 8:32 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:

Oppenheimer upgraded Oracle (ORCL) to Outperform from Perform with an $185 terms target. The steadfast says that portion its telephone whitethorn beryllium early, since it volition instrumentality clip Oracle to amusement fiscal occurrence arsenic a much capital-intensive concern successful aboriginal results, Oppenheimer sees a favorable risk/reward aft the stock's multiples person been chopped by much than fractional since September.
UBS upgraded IBM (IBM) to Neutral from Sell with an unchanged terms people of $236. The steadfast says the stock's risk/reward is much balanced going guardant pursuing the 22% selloff successful 2026.
Jefferies upgraded Enphase Energy (ENPH) to Buy from Hold with a terms people of $57, up from $42. Following a 2026 measurement trough, the steadfast sees request and borderline visibility to improve.
Loop Capital upgraded Trex Company (TREX) to Buy from Hold with a terms people of $53, up from $45, pursuing the Q4 report. Loop believes stock nonaccomplishment concerns astir Trex are overblown.
Wells Fargo upgraded Principal Financial (PFG) to Equal Weight from Underweight with a terms people of $91, up from $85. The steadfast sees little downside pursuing the post-earnings selloff.

Top 5 Downgrades:

TD Cowen downgraded Workday (WDAY) to Hold from Buy with a terms people of $155, down from $200. Q4 woody slippage led to different ratchet down successful the maturation forecast, says the firm, which present models astir 11.5% integrated maturation successful FY27 compared to 14% and 17% the past 2 years. Evercore ISI besides downgraded Workday to In Line from Outperform with a terms people of $160, down from $200.
Wells Fargo downgraded Kroger (KR) to Equal Weight from Overweight with a terms people of $68, down from $70. The steadfast is turning much cautious and moving to the sidelines.
Baird downgraded First Solar (FSLR) to Neutral from Outperform with a terms people of $205, down from $264. The institution reported "mixed" Q4 results with "several question marks" successful its guardant outlook, the steadfast tells investors successful a probe note.
BofA downgraded Fox Corp. (FOXA) to Underperform from Buy with a terms people of $45, down from $80. The steadfast views Fox arsenic the astir exposed banal successful its media sum to the upcoming NFL renewal.
BofA downgraded Molson Coors (TAP) to Underperform from Neutral with a terms people of $42, down from $50. Following Q4 results and the company's presumption astatine CAGNY past week, the steadfast lowers estimates, noting that the company's FY26 outlook was weaker than expected and provided constricted visibility into stabilizing volumes.