Netflix initiated, Palantir upgraded: Wall Street's top analyst calls

1 week ago 4

The Fly

Mon, January 12, 2026 astatine 8:49 AM CST 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:

B. Riley upgraded Airbnb (ABNB) to Buy from Neutral with a terms people of $170, up from $140. The steadfast cites the stock's charismatic valuation and the company's prospects for sustained "healthy" maturation and borderline expansion.
Citi upgraded Palantir (PLTR) to Buy from Neutral with a terms people of $235, up from $210. The steadfast sees 2026 bringing importantly higher statement estimates for Palantir.
BofA upgraded Comcast (CMCSA) to Buy from Neutral with a terms people of $37, up from $31. The media and cablegram scenery enters 2026 amid important structural change, which sets the signifier for "a transformative year" marked by manufacture consolidation, evolving organisation strategies, and emerging opportunities crossed content, technology, and unrecorded experiences, the steadfast said.
Citi upgraded Zoom Communications (ZM) to Buy from Neutral with a terms people of $106, up from $94. The steadfast views the stock's valuation arsenic "undemanding" fixed the company's way to "sustainable" 5% income growth.
Morgan Stanley upgraded Datadog (DDOG) to Overweight from Equal Weight with an unchanged terms people of $180. The steadfast says the company's underlying maturation trends heading into 2026 are improving.

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Top 5 Downgrades:

Wolfe Research downgraded Rivian (RIVN) to Underperform from Peer Perform with a $16 terms target. The risk/reward appears unfavorable astatine existent levels, arsenic Rivian's fundamentals person weakened contempt caller stock gains driven by autonomy enthusiasm, with 2026 Street expectations viewed arsenic overly optimistic, the steadfast says.
Barclays downgraded Snowflake (SNOW) to Equal Weight from Overweight with a terms people of $250, down from $290. Barclays cites valuation for the downgrade of Snowflake pursuing the stock's 42% rally successful 2025.
Barclays downgraded Insulet (PODD) to Underweight from Equal Weight with a terms people of $274, down from $316. As caller contention approaches successful the tubeless and patch-up automated insulin transportation category, Insulet's aggregate volition spot further pressure, the steadfast tells investors successful a probe note.
TD Cowen downgraded Allstate (ALL) to Hold from Buy with a terms people of $231, up from $224. The company's contention has heightened for idiosyncratic car policy-in-force, the steadfast tells investors successful a probe note.
KeyBanc downgraded CrowdStrike (CRWD) to Sector Weight from Overweight without a terms people arsenic portion of its 2026 outlook for the security, information and AI bundle names. CrowdStrike is facing "more balanced information walk intentions," arsenic indicated by the survey, the steadfast tells investors successful a probe note.