Investment Bank Ratings & Recommendations
Report Date: 2026-02-05
⚡ Key Takeaways
📈 Notable Upgrades 6 calls
AAPL
Apple Inc.
↑ Upgrade
Morgan Stanley • Erik Woodring 📅 2026-02-04
Equal Weight → Overweight
Old PT 250.00
New PT 310.00
Current 276.49
12.1%
AI-enabled iPhone cycle accelerating faster than expected
XLF
Financial Select Sector SPDR
↑ Upgrade
JPMorgan • Vivek Juneja 📅 2026-02-03
Neutral → Overweight
Old PT 52.00
New PT 62.00
Current 53.96
14.9%
Credit cycle turning favorable, NIM expansion accelerating
CRM
Salesforce, Inc.
↑ Upgrade
Goldman Sachs • Kash Rangan 📅 2026-02-04
Neutral → Buy
Old PT 195.00
New PT 240.00
Current 199.44
20.3%
Agent workforce platform gaining enterprise traction
XLE
Energy Select Sector SPDR
↑ Upgrade
Bank of America • Doug Leggate 📅 2026-02-05
Neutral → Buy
Old PT 48.00
New PT 58.00
Current 52.83
9.8%
Supply constraints tightening, demand recovery accelerating
ADBE
Adobe Inc.
↑ Upgrade
Wedbush • Daniel Ives 📅 2026-02-03
Neutral → Outperform
Old PT 270.00
New PT 325.00
Current 279.71
16.2%
Generative AI monetization inflection point arriving
XLV
Health Care Select Sector SPDR
↑ Upgrade
UBS • Navin Jacob 📅 2026-02-04
Neutral → Buy
Old PT 150.00
New PT 175.00
Current 156.03
12.2%
Defensive qualities attractive amid macro uncertainty
📉 Notable Downgrades 5 calls
AMD
Advanced Micro Devices, Inc.
↓ Downgrade
Bernstein • Stacy Rasgon 📅 2026-02-05
Outperform → Market Perform
Old PT 280.00
New PT 210.00
Current 200.19
-4.9%
AI chip competition intensifying, margins under pressure
ORCL
Oracle Corporation
↓ Downgrade
Mizuho • Gregg Moskowitz 📅 2026-02-04
Buy → Neutral
Old PT 180.00
New PT 155.00
Current 146.67
-5.4%
Cloud growth deceleration, competitive pressures mounting
TSLA
Tesla, Inc.
↓ Downgrade
Barclays • Brian Johnson 📅 2026-02-03
Equal Weight → Underweight
Old PT 450.00
New PT 380.00
Current 406.01
-6.4%
EV competition accelerating, pricing power eroding
META
Meta Platforms, Inc.
↓ Downgrade
Needham • Laura Martin 📅 2026-02-05
Buy → Hold
Old PT 750.00
New PT 680.00
Current 668.99
-1.6%
Metaverse investments weighing on near-term profitability
NVDA
NVIDIA Corporation
↓ Downgrade
Jefferies • Mark Lipacis 📅 2026-02-04
Buy → Hold
Old PT 220.00
New PT 190.00
Current 174.19
-9.1%
Valuation stretched despite strong fundamentals
⚖️ Sector Weight Changes 5 changes
Goldman Sachs 📅 2026-02-04
Technology
↓ DOWNGRADED
Overweight → Neutral
Valuation concerns after strong 2025 run, earnings growth moderating
Top Picks
AAPLMSFTCRM
Avoid
AMDINTC
Bank of America 📅 2026-02-03
Financials
↑ UPGRADED
Neutral → Overweight
Credit normalization complete, Fed pause benefiting NIMs
Top Picks
JPMBACWFC
Avoid
regional banks
Morgan Stanley 📅 2026-02-05
Energy
↑ UPGRADED
Underweight → Neutral
Supply discipline improving, capex restraint continuing
Top Picks
XOMCVXCOP
Avoid
refiners
JPMorgan 📅 2026-02-04
Healthcare
↑ UPGRADED
Neutral → Overweight
Defensive characteristics attractive, innovation pipeline strong
Top Picks
JNJUNHLLY
Avoid
BIIB
Citigroup 📅 2026-02-03
Consumer Discretionary
↓ DOWNGRADED
Overweight → Neutral
Consumer spending normalization, margin pressure building
Top Picks
AMZNHD
Avoid
TSLANKE
🎯 Thematic Calls 5 themes
AI Infrastructure Buildout
Goldman Sachs 📅 2026-01-28
BULLISH
Enterprise AI adoption driving massive infrastructure investment cycle, similar to cloud transition but 3x larger
Beneficiaries
NVDAAMDTSM
At Risk
traditional IT services
Timeframe: 12-24 months | Conviction: HIGH
Energy Security Premium
Morgan Stanley 📅 2026-02-02
BULLISH
Geopolitical tensions driving permanent shift toward energy independence and diversification
Beneficiaries
XLEdomestic producers
At Risk
renewable-only plays
Timeframe: 18-36 months | Conviction: MEDIUM
Reshoring Renaissance
Bank of America 📅 2026-01-30
BULLISH
Supply chain diversification and CHIPS Act driving manufacturing back to North America
Beneficiaries
XLIconstructionmaterials
At Risk
pure China plays
Timeframe: 24-60 months | Conviction: HIGH
Biotech Innovation Cycle
JPMorgan 📅 2026-02-01
BULLISH
AI-driven drug discovery accelerating development timelines and success rates
Beneficiaries
XBIlarge pharma with AI
At Risk
traditional CROs
Timeframe: 12-18 months | Conviction: MEDIUM
Quantum Computing Emergence
UBS 📅 2026-01-25
BULLISH
Early commercial applications beginning to show viability, creating new market opportunities
Beneficiaries
IBMGOOGLspecialized quantum
At Risk
classical computing intensive
Timeframe: 36-60 months | Conviction: LOW
🌍 Market Allocation
No allocation data
💡 Actionable Ideas 0 ideas
No actionable ideas