Microsoft initiated, Dell upgraded: Wall Street's top analyst calls

4 days ago 8

The Fly

Mon, June 1, 2026 astatine 8:42 AM CDT 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:

Morgan Stanley upgraded Dell Technologies (DELL) to Equal Weight from Underweight with a terms people of $448, up from $170. The company's Q1 net study and a sojourn to Taiwan past week bespeak Dell is managing the existent semiconductor proviso concatenation shortage amended than peers, the steadfast tells investors successful a probe note.
Guggenheim upgraded Zscaler (ZS) to Buy from Neutral with a $214 terms target. While this is simply a "trust maine story," the valuation present presents an accidental to bargain a class person of a inactive nascent and hyper maturation market, the steadfast tells investors successful a probe note.
Citi upgraded Kohl's (KSS) to Buy from Neutral with a terms people of $22, up from $14. The steadfast cites valuation for the upgrade, saying the marketplace is "too bearish" connected the company's escaped currency flow.
Wells Fargo upgraded Tandem Diabetes (TNDM) to Overweight from Equal Weight with a terms people of $27, up from $21. The company's pharmacy exemplary is "transformational and de-risking faster" than expected, the steadfast says, adding that Tandem's pay-as-you-go is tracking amended than expected.
Mizuho upgraded Federal Realty (FRT) to Outperform from Neutral with a terms people of $130, up from $121. The institution is entering a caller maturation cycle, the steadfast says.

Top 5 Downgrades:

Truist downgraded Accenture (ACN) to Hold from Buy with a terms people of $210, down from $260. Accenture faces continued pressured budgets, expanding contention from caller AI axenic plays, and geopolitical uncertainty, the steadfast tells investors successful a probe note.
Stephens downgraded Campbell's (CPB) to Equal Weight from Overweight with a terms people of $21, down from $28. Promotional strength successful the packaged nutrient manufacture remains elevated crossed galore categories, and caller commentary from Walmart (WMT) and Kroger (KR) suggests this dynamic volition continue, the steadfast tells investors successful a probe note.
Texas Capital downgraded Caesars (CZR) to Hold from Buy with a terms people of $31, down from $44, aft the institution entered into an statement to beryllium acquired by Fertitta Entertainment successful an all-cash transaction valued astatine $17.6B oregon $31 per share.
Citizens downgraded Taylor Morrison (TMHC) to Market Perform from Outperform without a terms people citing the company's statement to merchantability to Berkshire Hathaway (BRK.A, BRK.B) for $72.50 per share. While determination is simply a flimsy probability that different connection emerges from backstage equity, the Japanese homebuilding companies, oregon larger home builders, a competing bid is "highly unlikely," the steadfast tells investors successful a probe note.
Jefferies downgraded Redwire (RDW) to Hold from Buy with a terms people of $24, up from $13, with shares up 223% year-to-date. While wide excitement astir abstraction has driven the banal terms move, the steadfast sees constricted near-term upside from present arsenic the institution proves retired backlog conversion connected beardown orders.