Roblox downgraded, Quanta Services upgraded: Wall Street's top analyst calls

• Guggenheim upgraded Quanta Services (PWR) to Buy from Neutral with an $800 terms target. A "strong" Q2 study "validates the underlying worth premise alternatively than simply reflecting a favorable result for the quarter," says the firm, which has raised estimates "substantially" for 2027-2030.

• Stifel upgraded Saia (SAIA) to Buy from Hold with a terms people of $438, down from $450. There was "noise" successful reported KPIs that led to immoderate disorder amongst investors and the Street, but the steadfast believes they "should beryllium focused" connected gross per shipment, declaration renewals, above-seasonal operating ratio trends and grounds work levels, arsenic these are "the enabler of halfway pricing."

• Piper Sandler upgraded Replimune (REPL) to Overweight from Neutral with a terms people of $14, up from $9. The postive FDA sheet ballot supporting RP1 support for precocious melanoma aft anti-PD-1 nonaccomplishment "makes support the astir apt result of the BLA's 3rd review," the steadfast tells investors. Cantor Fitzgerald besides upgraded Replimune to Overweight from Neutral without a terms people citing the FDA sheet ballot supporting RP1 support for precocious melanoma aft anti-PD-1 failure.

• BMO Capital upgraded Nextpower (NXT) to Outperform from Market Perform with an unchanged terms people of $132, offering 36% upside. The caller selloff has created an "attractive accidental to ain what we presumption arsenic 1 of the highest-quality utility-scale star platforms," the steadfast tells investors successful a probe note.

• Deutsche Bank upgraded International Paper (IP) to Buy from Hold with a terms people of $50, up from $39. The steadfast sees a favorable risk/reward pursuing the company's Q2 report.

Top 5 Downgrades:

• Benchmark downgraded Roblox (RBLX) to Sell from Hold with a $33 terms target. Noting that Q3 guidance was substantially beneath expectations and that absorption besides withdrew yearly guidance, the steadfast believes the level whitethorn beryllium entering lifecycle diminution arsenic weakness broadens from new-user acquisition successful Q1 to monetization successful Q2. BTIG besides chopped its standing connected Roblox to Sell pursuing quarterly results, portion Deutsche Bank and BMO Capital downgraded the banal to Neutral-equivalent ratings.

• Argus downgraded Boston Scientific (BSX) to Hold from Buy. The steadfast notes that the institution faces headwinds to maturation and cardinal merchandise platforms, including Watchman and electrophysiology, which had been high-growth areas successful 2025 but faced declines successful the 2nd fractional of 2026.

• UBS downgraded MarketAxess (MKTX) to Neutral from Buy with a terms people of $167, down from $200, aft the institution entered into an statement to beryllium acquired by IntercontinentalExchange (ICE) for $167 per communal share.

• Raymond James downgraded GoDaddy (GDDY) to Outperform from Strong Buy with a $100 terms target. AIRO's accelerated yearly recurring gross ramp is encouraging, but little semipermanent estimates and valuation considerations pb to a downgrade to Outperform pending clearer visibility into durable maturation trends, the steadfast tells investors successful a probe note.

• Raymond James downgraded Coastal Financial (CCB) to Outperform from Strong Buy with a terms people of $50, down from $100. Coastal reported a importantly weaker Q2 owed to $68.8M successful charges tied to a azygous CCBX partner, prompting a higher hazard premium connected the BaaS exemplary until absorption proves the contented was isolated, the steadfast tells investors successful a probe note.