Uber initiated, Rivian downgraded: Wall Street's top analyst calls

3 days ago 4

The Fly

Wed, January 14, 2026 astatine 8:45 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:

Stephens upgraded Okta (OKTA) to Overweight from Equal Weight with a terms people of $120, up from $97, citing an expanding probability of maturation acceleration materializing implicit the people of 2026 and what the steadfast views arsenic an charismatic risk/reward acceptable up.
Seaport Research upgraded Global Payments (GPN) to Buy from Neutral with a $109 terms target. Generally, the steadfast sees Fintech rebounding this twelvemonth aft an "up-and-down" 2025, telling investors that guardant valuation multiples crossed the abstraction "look reasonable" and that it sees a reasonably constructive cardinal communicative for astir companies it covers.
Scotiabank upgraded Prologis (PLD) to Outperform from Sector Perform with a terms people of $146, up from $133, arsenic the steadfast shifts its subsector and banal preferences up of Q4 net play for the REITs. The steadfast is present much affirmative connected Industrial, recommending an Overweight to the subsector, and is raising its 2026/2027 net estimates for Prologis owed to somewhat amended occupancy expectations.
Barclays upgraded Fabrinet (FN) to Overweight from Equal Weight with a terms people of $537, up from $499. The steadfast sees Fabrinet arsenic the institution with the astir upside to gross numbers successful 2026 wrong the distributor space.
Wells Fargo upgraded Cintas (CTAS) to Overweight from Equal Weight with a terms people of $245, up from $205. The shares saw aggregate compression successful 2025, but Cintas' fundamentals should beryllium beardown successful 2026 fixed its pricing power, the steadfast tells investors successful a probe note.

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Top 5 Downgrades:

UBS downgraded Rivian (RIVN) to Sell from Neutral with a terms people of $15, up from $13. The steadfast cites "elevated expectations" for the downgrade. UBS thinks expectations whitethorn beryllium excessively precocious for the R2 launch.
Guggenheim downgraded Warner Bros. Discovery (WBD) to Neutral from Buy with a terms people of $30, up from $25. With the Warner Bros. committee endorsing the Netflix (NFLX) bid and Paramount (PSKY) pursuing litigation successful conjunction with its $30 per stock full institution offer, the steadfast says the existent authorities of play tempers its assurance successful the emergence of incremental bids.
Jefferies downgraded Tapestry (TPR) to Hold from Buy with a terms people of $138, down from $142, pursuing transportation successful expert coverage. The steadfast raised Q2 numbers supra the Street based connected accelerating alternate information done December, but downgrades shares based connected a much balanced risk/reward outlook astatine existent levels fixed the tally successful the stock.
TD Cowen downgraded BlackRock (BLK) to Hold from Buy with a terms people of $1,209, down from $1,407. The steadfast likes BlackRock longer word but says the shares are lacking affirmative catalysts heading into 2026.
TD Cowen downgraded KKR (KKR) to Hold from Buy with a terms people of $131, down from $146, arsenic the steadfast reviewed its positioning up of Q4 results. The steadfast is culling its "beta" telephone moderately arsenic "the macro to cardinal transmission seems a spot much analyzable crossed our sector."