Stock Upgrades and Downgrades
The rating changes from our latest issues, sorted into upgrades, downgrades and new coverage. Every item is a recommendation made by the credited publication or analyst, not by us, and every summary links straight to the original article.
Upgrades
Ratings and targets that were raised, plus other newly positive calls.
Thermo Fisher Scientific
TMOBullishUBS upgraded Thermo Fisher to Buy from Neutral and lifted its target to $730 from $540, pointing to a recovery in pharma and biotech demand. The firm expects mid-single-digit organic growth and margin expansion into 2027.
UBS, reported by 24/7 Wall St. · September 9, 2026 · Read the original
Qualcomm
QCOMBullishCFRA raised Qualcomm to Strong Buy, its top rating, without publishing a price target. The upgrade puts the chipmaker among the most positively rated large-cap semiconductor names in the research reviewed this morning.
CFRA, reported by 24/7 Wall St. · September 9, 2026 · Read the original
Oklo
OKLOBullishPiper Sandler began covering the small modular reactor developer at Overweight with a $55 target. It is the day's most speculative bullish call, on a company still years from commercial power generation.
Piper Sandler, reported by 24/7 Wall St. · September 9, 2026 · Read the original
Martin Marietta Materials
MLMBullishWells Fargo raised Martin Marietta to Overweight from Equal Weight and nudged its target to $609 from $581 — the same morning it turned negative on two rival building-materials suppliers.
Wells Fargo, reported by 24/7 Wall St. · September 9, 2026 · Read the original
Synopsys
SNPSBullishMorgan Stanley upgraded Synopsys to Overweight from Equal Weight with a $500 target, saying it has more confidence in the synergies from the Ansys deal and in a recovery in design IP demand.
Morgan Stanley, reported by The Fly on Yahoo Finance · September 8, 2026 · Read the original
Downgrades
Ratings and targets that were cut, plus other newly negative calls.
Vulcan Materials
VMCBearishWells Fargo cut Vulcan Materials two notches to Underweight from Equal Weight and reduced its target to $254 from $305. The move came alongside a downgrade of Eagle Materials, signalling caution on US aggregates.
Wells Fargo, reported by 24/7 Wall St. · September 9, 2026 · Read the original
Peloton Interactive
PTONBearishMorgan Stanley cut Peloton to Underweight from Equal Weight and trimmed its target to $4.50 from $5, arguing the top of the funnel has narrowed sharply, with gross subscriber additions far below their peak.
Morgan Stanley, reported by The Fly on Yahoo Finance · September 8, 2026 · Read the original
New coverage
Analysts starting coverage of a company for the first time.
Robinhood Markets
HOODBullishStoneX started coverage of Robinhood with a Buy rating and a $170 target, one of two fresh fintech initiations published this morning. It is a new opinion rather than a change to an existing rating.
StoneX, reported by 24/7 Wall St. · September 9, 2026 · Read the original
Affirm Holdings
AFRMBullishLoop Capital initiated coverage of the buy-now-pay-later lender with a Buy rating and a $105 target. Like the Robinhood call, this is new coverage rather than a revision of an existing view.
Loop Capital, reported by 24/7 Wall St. · September 9, 2026 · Read the original
Klarna Group
KLARBearishPresident's Capital Management downgraded Klarna to Neutral from Buy with a $16.30 target, a bearish counterpoint on the same day another consumer-credit name, Affirm, picked up a fresh Buy initiation.
President's Capital Management, reported by 24/7 Wall St. · September 9, 2026 · Read the original

