The most talked about and market-moving research requests around Wall Street are now in one place. Here are today’s research calls that investors should know, as compiled by Fly.
Top 5 improvements:
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Scotiabank went up MongoDB (MDB) is outperforming the sector with a $310 price target above $275. “The shares at the current repositioning level create an attractive buying opportunity,” the company says in a research note to investors.
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The benchmark has risen Penn’s entertainment (PENN) to Buy from Hold with a price target of $21. Mutual access gaps and “significant” free cash flow expansion could change the profile “materially” despite “very low management credibility,” the company told investors.
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Evercore ISI upgraded Southern Company (SO) outperformed in-line with a $111 price target, up from $103. The company, which sees South as a key fundamental asset for any utility investor, has been “increasingly bullish” over the past two months and believes shares are poised for “further progress to all-time highs.”
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Goldman Sachs has risen AIG (AIG) to Buy from Neutral with a $90 price target, above $83, which implies a total return of 16%. AIG projects “peer-high” earnings growth, and improved return on equity in the coming years, the company told investors in a research note.
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Raised RBC Capital The first source of manufacturers ( BLDR ) outperformed the sector with an unchanged price target of $119. The stock’s rebound in value creates an attractive risk/reward, the company tells investors in a research note.
Top 5 Low Ratings:
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Arte is down Meta platforms (META) from Buy to Neutral with a price target of $676, down from $732. The company says the company is “lagging behind” in monetizing AI and its “excessive” investment will lead to lower margins.
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Rothschild & Co Redburn is down American Airlines (AAL) from Buy to Neutral with a price target of $12.50. Domestic aviation capacity growth is accelerating this year, and the Iran conflict will add “adverse pressures and material fuel price inflation,” the company said in a research note to investors.
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Wedbush is down StubHub ( STUB ) with a $10 price target below $18, following the Q4 report, from Outperform to Neutral. The company has “limited conviction and outlook” on the value of StubHub’s direct export business, saying management’s “high” expectations for the segment are not meeting as expected. JPMorgan also cut StubHub from overweight to neutral with a $10 price target, down from $22.
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Craig Helm is down A grocery store (GO) maintain buy with a price target of $7.50, below $21. The firm notes that expectations were a low headline in the company’s Q4 printout, but Grocery Outlet disappointed both in Q4 results and with very low expectations from 2026 guidance. Jefferies also downgraded the grocery outlet to buy-to-hold with a $7 price target, down from $18.
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Goldman Sachs downgraded Allstate (ALL) from Buy to Neutral with a price target of $231, down from $238, indicating a 10% total return opportunity. The company has concerns about Allstate’s market position due to its policy distribution and exposure to autonomous vehicles, affordability, and premium growth.
