Oracle, Nike upgraded: Wall Street's top analyst calls

2 hours ago 2

The Fly

Wed, March 11, 2026 astatine 8:40 AM CDT 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:

JPMorgan upgraded Oracle (ORCL) to Overweight from Neutral with a terms people of $210, down from $230, pursuing the fiscal Q3 report. The steadfast cites the 55% diminution successful shares since mid-September and Oracle delivering connected its maturation acceleration for the upgrade.
Barclays upgraded Nike (NKE) to Overweight from Equal Weight with a terms people of $73, up from $64. The steadfast cites Nike's operational progress, fiscal "inflections," and management's "disciplined actions" for the upgrade.
Bernstein upgraded J.M. Smucker (SJM) to Outperform from Market Perform with a terms people of $145, up from $121. The steadfast cites the continued deflation successful greenish java costs and the accomplishment of activistic Elliott Management for the upgrade.
Citi upgraded Intuitive Surgical (ISRG) to Buy from Neutral with an unchanged terms people of $590. The steadfast believes fundamentals successful the U.S. aesculapian exertion assemblage stay "healthy" contempt the caller volatility.
Nomura upgraded Nio (NIO) to Buy from Neutral with a $6.60 terms target. Nio is improving from a concern and fiscal position implicit the past 2 quarters, and the steadfast believes that Nio is yet entering into a steadfast concern cycle.

Top 5 Downgrades:

JPMorgan downgraded Day One Biopharmaceuticals (DAWN) to Neutral from Overweight with a $21.50 terms people aft the institution announced an statement nether which Servier volition get it for $21.50 per stock successful cash.
Raymond James downgraded Optimum Communications (OPTU) to Market Perform from Outperform with nary terms target. The firm's anterior thesis connected Optimum was that it would payment from subscriber maturation from little extremity customers, but that "has not materialized."
Mizuho downgraded VICI Properties (VICI) to Neutral from Outperform with an unchanged terms people of $30. The steadfast cites valuation for the downgrade.
Roth Capital downgraded Yext (YEXT) to Neutral from Buy with a terms people of $6, down from $9.50, pursuing Q4 results the steadfast sees highlighting "subpar fundamentals." The steadfast believes absorption buyout uncertainty has impacted income and merchandise execution implicit past six months and does not expect a tender connection arsenic a affirmative catalyst successful the near-term.
SEB Equities downgraded Borr Drilling (BORR) to Hold from Buy with a $5.45 terms target. The steadfast cites valuation for the downgrade, saying the jack-up betterment is reflected successful the stock price.