Palantir upgraded, Workday downgraded: Wall Street's top analyst calls

3 days ago 10

The Fly

Wed, February 18, 2026 astatine 8:50 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:

Mizuho upgraded Palantir (PLTR) to Outperform from Neutral with an unchanged terms people of $195. The steadfast says the institution is delivering full gross growth, acceleration, and borderline enlargement "at standard that is dissimilar thing other successful software."
Rosenblatt upgraded Cadence Design (CDNS) to Buy from Neutral with a terms people of $360, up from $335. The steadfast views the company's Q4 results arsenic coagulated "across the board."
Baird upgraded Itron (ITRI) to Outperform from Neutral with a terms people of $128, up from $118. Baird is simply a purchaser of the banal station the Q4 report.
Citizens upgraded Rush Street Interactive (RSI) to Outperform from Market Perform with a $24 terms target. The steadfast says the institution "continues to beryllium that it has built 1 of the astir durable concern models" successful the online gaming space.
TD Cowen upgraded Medpace (MEDP) to Hold from Sell with a terms people of $419, down from $462. The shares person re-rated from a highest aggregate and present bespeak just value, the steadfast tells investors successful a probe note.

Top 5 Downgrades:

Citizens downgraded Workday (WDAY) to Market Perform from Outperform without a terms people aft the institution announced the instrumentality of its laminitis Aneel Bhusri arsenic CEO and preannounced Q4 results. Bhusri whitethorn request clip and investments to thrust the integrated AI innovation that Workday needs to successfully modulation from the software-as-a-service to the AI era, the steadfast tells investors successful a probe note.
Williams Trading downgraded Crocs (CROX) to Sell from Hold with a terms people of $84, up from $75. The steadfast says request for Crocs and HeyDude "continues to erode" successful the U.S.
Citizens downgraded Similarweb (SMWB) to Market Perform from Outperform without a terms target. The institution reported a large gross miss successful Q4 and its guidance is worse than expected connected some the apical and bottommost line, the steadfast tells investors successful a probe note.
Truist downgraded Genuine Parts (GPC) to Hold from Buy with a terms people of $127, down from $162. The company's concern separation should beryllium a positive, but its car concern continues to disappoint, the steadfast tells investors successful a probe note.
BTIG downgraded Masimo (MASI) to Neutral from Buy pursuing the announcement that Danaher (DHR) entered a definitive statement to get the institution for $180/share successful cash.

Top 5 Initiations:

Mizuho resumed sum of Medtronic (MDT) with an Outperform standing and $125 terms target. The steadfast says the company's caller merchandise launches tin thrust maturation higher into fiscal 2027.
Compass Point initiated sum of Nebius (NBIS) with a Buy standing and $150 terms target. Nebius is simply a full-stack AI infrastructure institution that sells GPU compute and its associated bundle stack done an AI unreality level whose Russia operating footprint was sold successful a divestment, leaving the institution positioned contiguous with a separate, internationally focused perimeter.
UBS initiated sum of AeroVironment (AVAV) with a Neutral standing and $259 terms target. UBS says its 2028 borderline assumptions are 100 ground points beneath a "uniformly bullish" consensus.
UBS initiated sum of Kratos Defense (KTOS) with a Neutral standing and $79 terms target. The steadfast says the company's maturation is priced successful astatine existent stock levels.
Roth Capital initiated sum of Modine (MOD) with a Buy standing and $263 terms target. The institution Modine has created a "unique one-stop shop" for thermal solutions utilized for information halfway cooling technologies and refrigeration, the steadfast tells investors successful a probe note.