Airbnb upgraded, Zillow downgraded: Wall Street's top analyst calls

13 hours ago 2

The Fly

Fri, January 9, 2026 astatine 8:47 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:

Wells Fargo upgraded Airbnb (ABNB) to Equal Weight from Underweight with a terms people of $128, up from $118. The steadfast cites 2 years of stock underperformance combined with a portfolio of upside options, highlighted by the edifice proviso and sponsored listings opportunities, and comparative insulation from AI hazard arsenic an opportunity. Barclays besides upgraded Airbnb to Equal Weight from Underweight with a terms people of $120, up from $107.
Susquehanna upgraded American Airlines (AAL) to Positive from Neutral with a terms people of $20, up from $14. The steadfast sees a "constructive cardinal backdrop" for the airlines into fiscal 2026. Susquehanna believes American's gross initiatives and web tactics volition assistance enactment borderline betterment into fiscal 20027.
JPMorgan treble upgraded Southwest (LUV) to Overweight from Underweight with a terms people of $60, up from $36. The steadfast says the imaginable for a $5 net per stock outlook for 2026 from Southwest is "attractively probable."
Berenberg upgraded CrowdStrike (CRWD) to Buy from Hold with an unchanged terms people of $600. The steadfast cites valuation for the upgrade pursuing the stock's caller underperformance.
BofA upgraded FedEx (FDX) to Buy from Neutral with a $365 terms target. Demand should beryllium aided by the Big Beautiful Bill's benefits of bonus depreciation, starring to infrastructure investments, $1.4 trillion successful expected expenditures implicit the adjacent 3 years connected information centers and powerfulness supply, little involvement rates and imaginable travel done to the housing

Top 5 Downgrades:

Mizuho downgraded Zillow Group (ZG) to Neutral from Outperform with a terms people of $70, down from $100. The steadfast cites expanding uncertainty astir the marketplace operation of the company's existent property listings distribution, the magnitude of its litigation, and imaginable implications for Zillow's concern for the downgrade.
BMO Capital downgraded Adobe (ADBE) to Market Perform from Outperform with a terms people of $375, down from $400. While Adobe's valuation is "undemanding," BMO does not spot affirmative catalysts and thinks the shares volition stay range-bound.
Mizuho downgraded Qualcomm (QCOM) to Neutral from Outperform with a terms people of $175, down from $200. Mizuho's estimates are present beneath consensus, arsenic it sees headwinds to Qualcomm's handset shipments and iPhone contented successful 2026.
Baird downgraded GE Vernova (GEV) to Neutral from Outperform with a terms people of $649, down from $816. The steadfast says oversupply fears whitethorn outweigh GE Vernova's quality to transcend estimates successful the near-term.
Goldman Sachs downgraded Mattel (MAT) to Neutral from Buy with an unchanged terms people of $21. The steadfast sees a much balanced risk/reward astatine existent stock levels.