Investment Bank Ratings & Recommendations
Report Date: 2026-02-27
⚡ Key Takeaways
📈 Notable Upgrades 5 calls
CRM
Salesforce, Inc.
↑ Upgrade
Goldman Sachs • Kash Rangan 📅 2026-02-26
Neutral → Buy
Old PT 190
New PT 235
Current 199.47
17.8%
AI-driven productivity gains accelerating enterprise adoption
INTC
Intel Corporation
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JPMorgan • Harlan Sur 📅 2026-02-25
Underweight → Neutral
Old PT 35
New PT 52
Current 45.46
14.4%
Foundry business inflection point with government subsidies
ORCL
Oracle Corporation
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Morgan Stanley • Keith Weiss 📅 2026-02-24
Equal Weight → Overweight
Old PT 145
New PT 175
Current 150.31
16.4%
Cloud infrastructure demand surge from AI workloads
XLE
Energy Select Sector SPDR
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Bank of America • Doug Leggate 📅 2026-02-26
Neutral → Buy
Old PT 52
New PT 62
Current 55.05
12.6%
Oil supply constraints driving pricing power
NFLX
Netflix, Inc.
↑ Upgrade
UBS • John Hodulik 📅 2026-02-25
Neutral → Buy
Old PT 80
New PT 95
Current 84.59
12.3%
Ad-tier subscriber growth exceeding expectations
📉 Notable Downgrades 4 calls
NVDA
NVIDIA Corporation
↓ Downgrade
Bernstein • Stacy Rasgon 📅 2026-02-26
Outperform → Market Perform
Old PT 220
New PT 180
Current 184.89
-2.6%
AI capex cycle peaking, competition intensifying
GOOGL
Alphabet Inc.
↓ Downgrade
Jefferies • Brent Thill 📅 2026-02-24
Buy → Hold
Old PT 340
New PT 310
Current 307.38
0.8%
Search disruption risk from AI intensifying
TSLA
Tesla, Inc.
↓ Downgrade
Wells Fargo • Colin Langan 📅 2026-02-25
Equal Weight → Underweight
Old PT 450
New PT 380
Current 408.58
-7.0%
EV growth slowing, competition intensifying globally
AMD
Advanced Micro Devices
↓ Downgrade
Mizuho • Vijay Rakesh 📅 2026-02-23
Buy → Neutral
Old PT 240
New PT 200
Current 203.68
-1.8%
Data center GPU ramp slower than expected
⚖️ Sector Weight Changes 4 changes
Goldman Sachs 📅 2026-02-25
Financials
↑ UPGRADED
Neutral → Overweight
Rising rate environment and loan growth acceleration
Top Picks
JPMBACWFC
Avoid
Regional banks with CRE exposure
Morgan Stanley 📅 2026-02-24
Technology
↓ DOWNGRADED
Overweight → Neutral
Valuation concerns and AI capex normalization
Top Picks
MSFTORCLCRM
Avoid
NVDA
JPMorgan 📅 2026-02-26
Energy
↑ UPGRADED
Underweight → Neutral
Oil price stability and capital discipline paying off
Top Picks
XOMCVXCOP
Avoid
Small E&P companies
Bank of America 📅 2026-02-23
Healthcare
↑ UPGRADED
Neutral → Overweight
Defensive characteristics in uncertain macro environment
Top Picks
JNJPFEUNH
Avoid
Biotech with binary outcomes
🎯 Thematic Calls 4 themes
AI Infrastructure Buildout
Goldman Sachs 📅 2026-02-20
BULLISH
Multi-year capex cycle driven by enterprise AI adoption accelerating
Beneficiaries
NVDAAMDMSFTGOOGL
At Risk
Legacy hardware vendors
Timeframe: 18-24 months | Conviction: HIGH
Energy Transition Acceleration
Morgan Stanley 📅 2026-02-18
BULLISH
Government policy support and corporate ESG commitments driving demand
Beneficiaries
TSLARenewable energy stocks
At Risk
Traditional utilities without transition plans
Timeframe: 3-5 years | Conviction: MEDIUM
Reshoring Manufacturing
JPMorgan 📅 2026-02-15
BULLISH
Supply chain resilience driving domestic manufacturing investment
Beneficiaries
CATDEIndustrial REITs
At Risk
Pure-play China exporters
Timeframe: 2-3 years | Conviction: HIGH
Streaming Wars Consolidation
UBS 📅 2026-02-12
BEARISH
Market saturation and content cost inflation pressuring margins
Beneficiaries
NFLXDIS
At Risk
Smaller streaming platforms
Timeframe: 12-18 months | Conviction: MEDIUM
🌍 Market Allocation
Overall Market View
Equities Cautiously Optimistic - selective opportunities amid volatility
Bonds Underweight - duration risk in rising rate environment
Cash Hold 3-5% for opportunities
Regional Preferences
US Overweight - AI leadership and policy support
Europe Underweight - structural challenges remain
Emerging Markets Neutral - China recovery offsetting other concerns
China Selective - regulatory clarity improving
Japan Overweight - corporate reform and weak yen benefits
Style Preferences
Growth Vs Value Quality Growth over Value - secular trends favor innovation
Large Vs Small Large Cap bias - liquidity and earnings quality premium
Cyclical Vs Defensive Balanced - macro uncertainty requires diversification
💡 Actionable Ideas 0 ideas
No actionable ideas