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Latest Ratings from Top Wall Street Analysts: Amazon Downgraded, Roblox Upgraded

Latest Ratings from Top Wall Street Analysts: Amazon Downgraded, Roblox Upgraded

新浪财经新浪财经2026/02/06 16:47
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By:新浪财经

Here is a summary of the most closely watched analyst report ratings and position adjustments from Wall Street, which have a significant impact on the market. The following are the institutional rating adjustments compiled by The Fly Finance that investors should pay special attention to today.

Top Five Upgraded Ratings

  1. Roblox (RBLX): Free Capital upgraded its rating from Hold to Buy, maintaining the target price at $85. The institution pointed out that the company's stock price has fallen by about 37% since early December; aside from the attractive valuation, the FY2026 performance outlook is better than expected, and there is "significant potential for business expansion" going forward.
  2. Roku (ROKU): Oppenheimer upgraded its rating from Neutral to Outperform, setting a target price of $105. The current valuation is advantageous due to a 25% pullback from the 52-week high, which is the core reason for the institutional upgrade.
  3. Snap (SNAP): Stifel upgraded its rating from Sell to Hold, maintaining the target price at $5.50. The company's stock price has dropped 37% year-to-date, and the valuation is considered reasonable, prompting the institution to adjust its rating.
  4. Estée Lauder (EL): Citibank upgraded its rating from Neutral to Buy, maintaining the target price at $120. The institution believes that after the company's earnings report, the stock price plunged 19%, making the current level an excellent buying opportunity.
  5. Boot Barn (BOOT): Stephens upgraded its rating from Equal Weight to Overweight, raising the target price from $196 to $237. The institution commented that the company has a clear and market-validated earnings growth model, and the management team is "confident, well-controlled, and able to precisely formulate and execute development strategies."

Top Five Downgraded Ratings

  1. Amazon (AMZN): D.A. Davidson downgraded its rating from Buy to Neutral, slashing the target price from $300 to $175. In comparison with the performance of Microsoft and Google, the institution believes Amazon Web Services (AWS) is continuously losing its industry-leading edge and is currently "rushing to catch up with peers through accelerated investments."
  2. Sirius XM Radio (SIRI): Harbor Research downgraded its rating from Buy to Neutral and withdrew the target price. Although the company's 2026 revenue and EBITDA guidance remain "stable" compared to 2025, showing improvement from previous years' negative growth guidance and prompting a corrective stock rebound, the institution has lowered its performance expectations — reasons include a slightly larger net loss in personal paid business in 2026 compared to 2025, a slowdown in ARPU growth expectations, and the company investing most of last year's cost savings into new business projects.
  3. Impinj (PI): Evercore ISI downgraded its rating from Outperform to In Line, lowering the target price from $273 to $112. The institution remains optimistic about the company's long-term prospects and considers it a core player in the RAIN RFID ecosystem, but as the company's Q3 revenue guidance is 20% below Wall Street consensus, this has fundamentally changed the institution's valuation view, prompting a wait-and-see stance.
  4. Linde Group (LIN): JPMorgan downgraded its rating from Overweight to Neutral, maintaining the target price at $455. The company's current stock price has exceeded the institution's target, and overvaluation is the main reason for this downgrade.
  5. Hub Group (HUBG): Stifel downgraded its rating from Buy directly by two notches to Sell, lowering the target price from $52 to $27. The institution informed investors in its report that the company disclosed some Q4 performance data and has delayed publishing the full audited earnings report due to significant historical earnings misstatements.

Top Five Initiated/Resumed Coverage Ratings

  1. Merit Medical Systems (MMSI): BTIG Securities initiated coverage with a Buy rating and a target price of $107. The institution believes that as cardiovascular disease prevalence continues to rise, the company's core end-market demand will remain "robust," and Merit Medical's competitive position in the industry is solid.
  2. Sempra Energy (SRE): JPMorgan resumed coverage after the lockup period, giving an Overweight rating and raising the target price from $85 to $98. The institution noted that infrastructure construction demand in Texas has hit a record high, and the company will fully benefit from this market opportunity, with performance having significant growth leverage.
  3. Jumia Technologies (JMIA): Cantor Fitzgerald initiated coverage with an Overweight rating and a target price of $18. The institution stated in its report that after a round of "difficult" business transformation, Jumia Technologies is now well-positioned and may become the "Amazon" of the African market.
  4. JBS (JBS): UBS Group initiated coverage with a Buy rating and a target price of $19.50, representing a 23% upside from the current share price. The institution expects that as the company lists in the US and is included in relevant American indices, its stock price will undergo reassessment; and such a process usually lasts two years.
  5. NovaBridge Bio (NBP): H.C. Wainwright resumed coverage with a Buy rating, raising the target price from $7 to $9. The institution stated that the company's Givastomig monoclonal antibody drug has the potential to become the best-in-class bispecific antibody drug for first-line immunochemotherapy combinations.

Editor: Guo Mingyu

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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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