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

1 month ago 22

The Fly

Fri, February 13, 2026 astatine 8:49 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:

Deutsche Bank upgraded Airbnb (ABNB) to Buy from Hold with a $154 terms target. Deutsche expects Airbnb's edifice concern to turn portion its AI autochthonal hunt drives up conversions. While the institution is "not immune from AI disintermediation," it is "more shielded than others," contends Deutsche Bank, which sees a "compelling" risk/reward astatine Airbnb's existent stock levels. Evercore ISI besides upgraded Airbnb to Outperform from In Line with a $145 terms target.
Argus upgraded McDonald's (MCD) to Buy from Hold with a $380 terms target. The institution is good positioned to pull budget-conscious consumers acknowledgment to its worth menus and income promotions, the steadfast tells investors successful a probe note.
Deutsche Bank upgraded Rivian (RIVN) to Buy from Hold with a terms people of $23, up from $16, pursuing the Q4 report. The steadfast sees aboriginal signs the company's "prospects are inflecting." UBS upgraded Rivian to Neutral from Sell with a terms people of $16, up from $15, pursuing the Q4 report.
HSBC upgraded CrowdStrike (CRWD) to Buy from Hold with an unchanged terms people of $446. The steadfast cites the stock's "attractive" valuation and the company's AI maturation for the upgrade.
Rosenblatt upgraded Roku (ROKU) to Buy from Neutral with a terms people of $118, up from $106. Roku "handily beat" Q4 estimates and guided supra expectations for Q1 and 2026, says the firm, which adds that the outlook "looks beatable again."

Top 5 Downgrades:

Citi downgraded Pinterest (PINS) to Neutral from Buy with a terms people of $19, down from $38, pursuing the net report. The steadfast sees much constricted visibility going guardant for Pinterest owed to tariffs and the company's income reorganization. Loop Capital, JPMorgan, Evercore ISI, Baird, RBC, Deutsche Bank and BofA besides downgraded Pinterest to Neutral-equivalent ratings.
BMO Capital downgraded Dollar Tree (DLTR) to Underperform from Market Perform with a terms people of $95, down from $110. The existent valuation and net expectations for the institution whitethorn beryllium excessively elevated fixed that Dollar Tree lacks investments and absorption connected offering a compelling integer strategy, which whitethorn bounds apical enactment maturation implicit time, the steadfast tells investors successful a probe note.
JPMorgan downgraded Norwegian Cruise Line (NCLH) to Neutral from Overweight with a terms people of $20, down from $28, aft the institution announced that Harry Sommer, its CEO and director, departed and resigned from the committee connected February 12 arsenic portion of a strategical enactment change.
Piper Sandler downgraded US Foods (USFD) to Neutral from Overweight with a terms people of $103, up from $85. The steadfast calls the downgrade a valuation driven and risk/reward based determination station the company's Q4 report.
Citizens downgraded Upstart (UPST) to Underperform from Market Perform with a $20 terms target. The steadfast cites valuation for the downgrade.