Analyst upgrades LYFT to Buy, citing record margins and growth tailwinds from Freenow and overseas expansion.
UBS upgrades Peloton to Buy with an $11 target, citing cost cuts, sales momentum, and a low-risk valuation setup.
Morgan Stanley upgrades PINS to Overweight, citing AI-driven gains in its ad business as shares near a breakout.
Piper Sandler downgrades Workday (WDAY) to Underweight as CIO survey hints at softer enterprise-app spend.
Melius Research also boosts AMD (AMD) to Buy, betting on a “sustainable surge” in AI inferencing.
KeyBanc cuts Sunrun (RUN) and Enphase (ENPH) to Underweight, as Cantor crowns Analog Devices (ADI) its top semiconductor pick at $270.
Oracle (ORCL) earns a BMO upgrade, Datadog (DDOG) and First Solar (FSLR) get fresh Buy ratings, while McDonald's (MCD) and Etsy (ETSY) land on the Sell list.
