Oracle receives both upgrade and downgrade: Leading Wall Street analyst opinions

Today's Key Analyst Ratings on Wall Street

Stay updated with the most significant analyst recommendations and changes impacting the markets. Below is a summary of the latest upgrades, downgrades, and new coverage highlights compiled for investors.

Top 5 Analyst Upgrades

• Roblox (RBLX): Roth Capital has raised its rating to Buy from Neutral, increasing the price target to $84 (previously $78). The upgrade reflects optimism about Roblox’s stronger-than-anticipated 2026 bookings forecast and expectations for annual bookings growth exceeding 20% in the coming years.
• Oracle (ORCL): DA Davidson upgraded Oracle to Buy from Neutral, setting a price target of $180. The firm anticipates that a revitalized OpenAI will once again challenge Google (GOOGL) at the top, and with new funding, will meet its commitments to Oracle, alleviating major concerns for the company.
• Robinhood (HOOD): Wolfe Research lifted its rating to Outperform from Peer Perform, assigning a $125 price target. The firm notes that after a 27% decline in shares year-to-date, the risk/reward profile has become more favorable.
• SoFi Technologies (SOFI): Citizens upgraded SoFi to Outperform from Market Perform with a $30 price target. The firm attributes the recent selloff more to technical factors and style compression than to immediate macroeconomic concerns, viewing this as a buying opportunity.
• Medtronic (MDT): Needham upgraded Medtronic to Buy from Hold, targeting $121 per share. The company is reportedly in the early stages of launching several major products in large markets.

Top 5 Analyst Downgrades

• Oracle (ORCL): Melius Research lowered its rating to Hold from Buy, with a $160 price target. The firm expresses concerns over Oracle’s debt and equity burdens, questioning the valuation for a company not expected to generate free cash flow until the 2030s, and suggests it should be valued more like an infrastructure business.
• Microsoft (MSFT): Melius also downgraded Microsoft to Hold from Buy, setting a $430 price target. The analyst points to competitive threats from AI in the 365 business, which may require significant capital investment to keep pace with Google (GOOGL) and Amazon (AMZN), potentially impacting free cash flow. The firm also notes that Microsoft’s shares appear expensive based on new cash flow projections.
• Zions Bancorp (ZION): Baird cut its rating to Neutral from Outperform, maintaining a $65 price target. The firm sees the current share price as reflecting a balanced risk and reward.
• Corteva (CTVA): UBS downgraded Corteva to Neutral from Buy, lowering the price target to $80 from $81. With shares rebounding close to the target, the firm believes the risk/reward is now more evenly balanced.
• Westlake (WLK): Mizuho reduced its rating to Neutral from Outperform, keeping the price target at $88. The downgrade is based on a negative outlook for Westlake’s vinyls and polyethylene segments.

Top 5 New Analyst Coverages

• TeraWulf (WULF): Morgan Stanley began coverage with an Overweight rating and a $37 price target. The firm highlights TeraWulf’s strong history of securing data center contracts and its expertise in building diverse power infrastructure.
• Dave (DAVE): William Blair initiated coverage with an Outperform rating. The firm sees Dave as a disruptor in the banking sector, rethinking the role of financial intermediaries in short-term consumer lending.
• Cipher Mining (CIFR): Morgan Stanley started coverage with an Overweight rating and a $38 price target, citing attractive valuations for bitcoin-to-data center transitions.
• StoneCo (STNE): BTIG initiated coverage with a Buy rating and a $22 price target, noting StoneCo’s leadership in payment solutions for small businesses in Brazil.
• Beta Bionics (BBNX): UBS began coverage with a Buy rating and a $24 price target. The firm believes Beta Bionics’ innovative technology could disrupt the insulin pump market, supporting strong projected revenue growth and expanding margins through 2027.