Under Armour cut to Sell, Snap upgraded: Wall Street's top analyst calls

1 month ago 22

The Fly

Tue, February 10, 2026 astatine 8:45 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:

Arete upgraded Snap (SNAP) to Buy from Neutral with a $7.30 terms target. The company's income maturation is shifting from a reliance connected a "sub-scale" advertizing concern to higher margin, recurring subscription income, the steadfast tells investors successful a probe note.
Oppenheimer upgraded Unity (U) to Outperform from Perform with a $38 terms target. The steadfast says that the caller selloff, driven by fears that "world models" similar Google's (GOOGL) Project Genie volition displace crippled engines, is fundamentally misplaced and ignores the chiseled architectural relation Unity plays successful development.
Gordon Haskett upgraded Booking Holdings (BKNG) to Buy from Hold with a $5,440 terms target. The steadfast believes investors person overreacted to AI-driven competitory encroachment concerns and discounted cardinal aspects of Booking's operational advantages and antiaircraft positioning.
Daiwa upgraded Palantir (PLTR) to Buy from Neutral with a terms people of $180, down from $200. "The net merchandise near a affirmative impression," contends Daiwa.
Raymond James upgraded Take-Two (TTWO) to Strong Buy from Outperform with an unchanged terms people of $285. The steadfast views the caller selloff arsenic overdone, and says the weakness brings a much charismatic risk/reward for Take-Two.

Top 5 Downgrades:

HSBC downgraded Estee Lauder (EL) to Hold from Buy with a terms people of $106, up from $105. The steadfast says Estee's "modest" integrated income upgrade successful 4th "underwhelmed" investors comparative to expectations heading into the print.
Citi downgraded Under Armour (UAA) to Sell from Neutral with an unchanged terms people of $6.20. The steadfast says the company's turnaround successful North America is facing "several pressures" successful fiscal 2026.
Raymond James downgraded Wingstop (WING) to Outperform from Strong Buy with an unchanged terms people of $325. The shares were besides downgraded this greeting astatine TD Cowen. Raymond James has a cautious presumption of Wingstop's near-term income trends.
Truist downgraded Texas Roadhouse (TXRH) to Hold from Buy with a terms people of $188, down from $206. The steadfast believes beef terms ostentation volition persist astatine slightest done 2027, which volition bounds Texas Roadhouse's aggregate enlargement and unit borderline and net estimates.
Loop Capital downgraded Monday.com (MNDY) to Hold from Buy with a terms people of $80, down from $195. The institution reported a "fine, but not great" 4th amid moderating upmarket momentum and slower than anticipated adoption of newer products, the steadfast tells investors successful a probe note. Baird besides downgraded Monday.com to Neutral from Outperform with a terms people of $90, down from $175.