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

3 hours ago 1

The Fly

Mon, November 17, 2025 astatine 8:34 AM CST 3 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:

Truist upgraded Block (XYZ) to Hold from Sell with a terms people of $68, up from $67, up of the Investor Day connected Wednesday. The risk/reward has improved pursuing the caller pullback successful the shares, and portion Truist continues to interest astir recognition hazard and the outsized maturation of their Cash App Borrow offering, thinks the underlying momentum of the Square conception is improving and that the banal is astatine slightest partially pricing successful the hazard associated with Block's caller displacement towards much lending-related revenue.
TD Cowen upgraded Yum! Brands (YUM) to Buy from Hold with a terms people of $173, up from $162. The steadfast sees the apt merchantability of Pizza Hut amplifying Yum's maturation profile.
Mizuho upgraded Rubrik (RBRK) to Outperform from Neutral with an unchanged terms people of $97. The steadfast cites valuation for the upgrade with the shares down 16% since mid-May "despite bully ongoing execution."
Barclays upgraded Gap (GAP) to Overweight from Equal Weight with a terms people of $30, up from $19. The steadfast likes the company's "disciplined enactment strategy" nether CEO Richard Dickson.
UBS upgraded Expeditors (EXPD) to Buy from Neutral with a terms people of $166, up from $138. The steadfast believes maturation successful the company's Customs and different conception to offset unit from little water rates successful 2026.

Top 5 Downgrades:

Morgan Stanley downgraded Dell Technologies (DELL) to Underweight from Overweight with a terms people of $110, down from $144. The steadfast believes the representation "supercycle" brings downside hazard to hardware shaper net heading into 2026.
Morgan Stanley downgraded HP Inc. (HPQ) to Underweight from Equal Weight and HP Enterprise (HPE) to Equal Weight from Overweight. The steadfast believes the representation "supercycle" brings downside hazard to hardware shaper net heading into 2026.
KeyBanc downgraded Ardent Health (ARDT) to Sector Weight from Overweight without a terms people pursuing the Q3 report. The company's EBITDA baseline exiting 2025 "seems little certain" and KeyBanc's 2026 estimates are moving materially lower.
H.C. Wainwright downgraded Celcuity (CELC) to Neutral from Buy with a terms people of $94, up from $77. At existent levels, determination is much downside hazard than upside, contends H.C. Wainwright.
Stifel downgraded Sealed Air (SEE) to Hold from Buy with a terms people of $45, up from $43.80. Stifel present sees constricted valuation successful the stock.