Dollar Tree upgraded, PayPal initiated: Wall Street's top analyst calls

• Raymond James upgraded Dollar Tree (DLTR) to Outperform from Market Perform with a $140 terms target. The upgrade reflects a much favorable risk/reward profile, arsenic FY26 net guidance appears blimpish and leaves country for upside from little substance costs, imaginable tariff refunds, and stock repurchases, adjacent without an contiguous postulation recovery, the steadfast tells investors successful a probe note. Goldman Sachs besides upgraded Dollar Tree to Neutral from Sell with a terms people of $125, up from $105.

• Goldman Sachs upgraded RH (RH) to Neutral from Sell with a terms people of $155, up from $86. After respective net misses driven by borderline pressure, promotions, tariffs, backorders, and planetary enlargement costs, RH could spot stronger income and borderline betterment successful 2027, though ongoing net volatility, declining membership, and inventory and discounting risks enactment a cautious outlook, the steadfast tells investors successful a probe note.

• Wells Fargo upgraded Old Dominion (ODFL) to Overweight from Equal Weight with a terms people of $250, up from $235. The steadfast believes the institution is good positioned vs. the market's interest astir over-earning connected substance and should payment from expanding work failures crossed the less-than-truckload scenery arsenic measurement shifts backmost from truckload.

• Evercore ISI upgraded Occidental (OXY) to Outperform from In Line with a terms people of $65, up from $58. After a prolonged agelong of underperformance versus some crude and the ample headdress E&P group, the steadfast thinks a materially de-levered equilibrium expanse and a structural step-up successful superior ratio should let Occidental to amended bespeak underlying commodity fundamentals.

• Jefferies upgraded Prog Holdings (PRG) to Buy from Hold with a terms people of $60, up from $33. The outlook is improving arsenic the halfway concern recovers, portion a valuation discount comparative to a sum-of-the-parts investigation suggests imaginable upside done aggregate enlargement and an charismatic buying opportunity, the steadfast tells investors successful a probe note.

Top 5 Downgrades:

• Barclays downgraded Universal Health (UHS) to Equal Weight from Overweight with a terms people of $179, down from $238. Following a beardown three-year bull tally driven by ACA rank growth, Medicaid state-directed payments, and widening revenue-cost spreads, the cardinal and regulatory backdrop for acute hospitals is turning much antagonistic and the steadfast "can nary longer urge the radical connected an unqualified basis." Barclays besides downgraded HCA Healthcare (HCA) to Equal Weight from Overweight with a terms people of $427, down from $496.

• Goldman Sachs downgraded Bath & Body Works (BBWI) to Sell from Neutral with a terms people of $19, down from $23. The institution is successful an concern year, with absorption connected the halfway concern and uncovering caller avenues for growth, but sentiment is trending beneath humanities levels, and its enlargement into third-party organisation for the archetypal clip could cannibalize the existing retail business, the steadfast tells investors successful a probe note.

• JPMorgan downgraded Ollie's Bargain Outlet (OLLI) to Neutral from Overweight with a terms people of $70, down from $152. The steadfast is lowering its Q2 EPS estimation to $1.04, beneath the Street astatine $1.15, based connected a 1% same-store-sales decline.

• Keefe Bruyette downgraded Travelers (TRV) to Market Perform from Outperform with a terms people of $356, up from $342. Following caller strength, valuation appears reasonably balanced betwixt coagulated near-term net expectations and slowing pricing trends successful small-account and middle-market commercialized P&C insurance, the steadfast tells investors successful a probe note.

• Baird downgraded Medpace (MEDP) to Neutral from Outperform with a terms people of $547, up from $477. The firm's downgrade is much astir near-term uncertainty and comparative positioning than astir concerns that Medpace isn't a bully institution oregon "solid" semipermanent investment.