Shopify, eBay upgraded: Wall Street's top analyst calls

4 weeks ago 18

The Fly

Thu, February 19, 2026 astatine 8:40 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:

Goldman Sachs upgraded eBay (EBAY) to Neutral from Sell with a terms people of $88, up from $77, pursuing the Q4 report. The institution reported beardown results arsenic investments person been made to reposition eBay toward "durable growth," the steadfast tells investors successful a probe note.
Phillip Securities upgraded Shopify (SHOP) to Buy from Neutral with a terms people of $160, up from $155. The steadfast cites valuation for the upgrade pursuing the stock's caller pullback, and notes Shopify continues to present beardown maturation and is good positioned to seizure agentic commerce growth.
Needham upgraded Analog Devices (ADI) to Buy from Hold with a $400 terms target. The steadfast cites the company's "strong" Q1 results and guidance that was "meaningfully above" expectations, adding that arsenic operating results proceed to improve, it tin "no longer justify" remaining connected the sidelines.
Daiwa upgraded T-Mobile (TMUS) to Outperform from Neutral with a terms people of $240, up from $230. The steadfast says the company's "mixed" Q4 results were overshadowed by a "strong" superior markets day, and that it believes the institution should proceed to beryllium maturation leader.
Daiwa upgraded Verizon (VZ) to Buy from Outperform with a terms people of $58, up from $48. The institution reported "stellar" Q4 metrics with 616,000 postpaid telephone nett additions, the champion effect since 2019, the steadfast tells investors successful a probe note.

Top 5 Downgrades:

Stephens downgraded Cheesecake Factory (CAKE) to Equal Weight from Overweight with an unchanged terms people of $65 pursuing the Q4 report. Cheesecake Factory same-store income declined 2.2% and decelerated sequentially, the steadfast tells investors successful a probe note.
Cantor Fitzgerald downgraded Polestar (PSNY) to Underweight from Neutral without a terms target. The cites its little transportation expectations, Polestar's further superior needs, the caller stock terms appreciation, and the company's "unclear" autonomy strategy for the downgrade.
Roth Capital downgraded Fiverr (FVRR) to Neutral from Buy with a terms people of $14, down from $32, aft the institution reported a "miss and lower" quarter. Citi and JPMorgan besides downgraded the banal to Neutral-equivalent ratings.
Scotiabank downgraded HF Sinclair (DINO) to Sector Perform from Outperform with a terms people of $53, down from $62. The steadfast cites the "significant uncertainty" surrounding the CEO's permission of lack and the audit committee's reappraisal of the company's disclosure process for the downgrade.
D. Boral Capital downgraded GeoVax Labs (GOVX) to Hold from Buy without a terms target. The steadfast says the institution is facing a "more constrained" near-term outlook with constricted catalysts and tightening superior resources.