Palantir upgraded, Rocket Companies downgraded: Wall Street's top analyst calls

• Wolfe Research upgraded Palantir (PLTR) to Peer Perform from Underperform without a terms people aft resuming sum of the name. The steadfast believes Palantir's existent valuation reflects overmuch of its improved maturation and borderline outlook.

• UBS upgraded Dynatrace (DT) to Buy from Neutral with a terms people of $60, up from $36, aft a transportation successful expert coverage. Checks indicated humble maturation acceleration and steadfast request driven by beardown halfway exertion show monitoring, increasing logs adoption, and emerging AI benefits, supporting expectations for faster FY27-29 yearly recurring gross maturation than consensus, with Dynatrace appearing attractively valued, the steadfast tells investors successful a probe note.

• BofA upgraded Extra Space Storage (EXR) to Neutral from Underperform with a terms people of $156, up from $147. Following a gathering with management, the steadfast is much affirmative connected Extra Space's operating trends for this highest leasing season.

• BofA upgraded Exxon Mobil (XOM) to Buy from Neutral with a $154 terms target. The banal is little than erstwhile the Iran War began contempt the wide nett upside from the war's impact, the steadfast tells investors successful a probe note.

• BofA upgraded W.P. Carey (WPC) to Neutral from Underperform with a terms people of $83, up from $73. The steadfast believes W.P. Carey warrants a higher aggregate fixed its improved interior and outer maturation arsenic a effect of its portfolio simplification implicit the past respective years.

Top 5 Downgrades:

• Wedbush downgraded Roku (ROKU) to Neutral from Outperform with a $155 terms target. The steadfast is besides removing Roku from Wedbush's Best Ideas List pursuing the announcement that Fox Corp. (FOXA) intends to get Roku successful a cash-and-stock transaction. Susquehanna, Wolfe Research, Piper Sandler, JPMorgan, Citizens, Evercore ISI and Loop Capital besides downgraded Roku to Neutral-equivalent ratings.

• BTIG downgraded Centerspace (CSR) to Neutral from Buy without a terms people aft the institution concluded its strategical review. The result of the strategical reappraisal "raises much questions than it answers successful the adjacent term," the steadfast tells investors successful a probe note.

• Benchmark downgraded Dave & Buster's (PLAY) to Hold from Buy with nary terms people aft Q1 comparable income declined 5.4%, materially beneath some the firm's expectations and management's anterior commentary.

• BTIG downgraded Rocket Companies (RKT) to Neutral from Buy without a terms target. The complaint situation has been much challenging successful 2026 than initially expected, the steadfast tells investors successful a probe note.

• Keefe Bruyette downgraded Payoneer Global (PAYO) to Market Perform from Outperform with a terms people of $7.40, up from $7, pursuing the ceremonial announcement that the institution volition beryllium acquired by Nuvei.