Walmart downgraded, Etsy upgraded: Wall Street's top analyst calls

4 weeks ago 20

The Fly

Fri, February 20, 2026 astatine 8:39 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:

Barclays upgraded Etsy (ETSY) to Overweight from Equal Weight with a terms people of $72, up from $62. The steadfast sees the company's merchantability of Depop and its halfway concern hovering astir flattish aft years of declines arsenic a "tipping point" for Etsy, the steadfast tells investors successful a probe note.
Argus upgraded Deckers Outdoor (DECK) to Buy from Hold. The steadfast cites the absorption having raised guidance on with its much "reliable" forecasting.
BofA upgraded Tandem Diabetes (TNDM) to Neutral from Underperform with a terms people of $30, up from $15. Tandem is moving much into the pharmacy transmission and shifting much to a wage arsenic you spell concern model, notes the firm, which sees it becoming a much profitable institution implicit the adjacent 2 years.
B. Riley upgraded Yeti (YETI) to Buy from Neutral with a terms people of $54, up from $35. Yeti has an "achievable" income maturation outlook with the improved Q4 show successful drinkware helping "combat a cardinal overhang connected the stock," the steadfast tells investors successful a probe note.
Mizuho upgraded Southern Company (SO) to Outperform from Neutral with a terms people of $104, up from $89. The steadfast believes the Georgia Public Service Commission predetermination "noise" is overblown successful the shares. Wells Fargo besides upgraded Southern Company to Equal Weight from Underweight.

Top 5 Downgrades:

HSBC downgraded Walmart (WMT) to Hold from Buy with a terms people of $131, up from $122. The institution reported coagulated Q4 results but its outlook for 2026 is "surprisingly weak," the steadfast tells investors successful a probe note.
Wells Fargo downgraded Molina Healthcare (MOH) to Equal Weight from Overweight with a terms people of $141, down from $208. The steadfast says that contempt materially rebasing 2026 expectations, Molina's guidance is babelike connected "much less" acuity unit successful Medicaid and does not look conservative.
JPMorgan downgraded Lithia & Driveway (LAD) to Neutral from Overweight with a terms people of $335, down from $350. The company's visibility connected execution remains a challenge, the steadfast tells investors successful a probe note.
JPMorgan downgraded Reliance (RS) to Neutral from Overweight with a terms people of $330, down from $340. The company's net missed estimates owed to borderline unit from aluminum terms volatility, the steadfast tells investors successful a probe note. BMO Capital besides downgraded Reliance to Market Perform from Outperform with a terms people of $320, down from $340.
UBS downgraded BorgWarner (BWA) to Sell from Neutral with a terms people of $55, up from $49. UBS believes the "bull case" assumes afloat scaled $1.5B successful income by 2030. However, it expects a slower ramp to fractional that level.