The most talked-about and market-moving market research calls on Wall Street are now in one place. Here are today’s research calls that investors should know about, compiled by The Fly.
Top 5 improvements:
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B. Riley updated Airbnb (ABNB) to Buy from Neutral with a price target of $170, up from $140. The firm cites the stock’s attractive valuation and the company’s prospects for sustained “healthy” growth and margin expansion.
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Citi updated Palantir (PLTR) to Buy from Neutral with a price target of $235, up from $210. The firm predicts that 2026 will bring significantly higher consensus estimates for Palantir.
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BofA updated Comcast (CMCSA) will buy from Neutral with a price target of $37, up from $31. The media and cable landscape enters 2026 amid significant structural change, setting the stage for “a transformative year” marked by industry consolidation, evolving distribution strategies and emerging opportunities in content, technology and live experiences, the firm said.
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Citi updated Zoom Communications (ZM) to Buy from Neutral with a price target of $106, up from $94. The company views the stock’s valuation as “undemanding,” given the company’s path toward “sustainable” sales growth of 5%.
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Morgan Stanley updated data dog (DDOG) to Overweight from Equal Weight with an unchanged price target of $180. The firm says the company’s underlying growth trends heading into 2026 are improving.
Top 5 Downgrades:
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Wolfe Research discounted rivian (RIVN) will underperform Peer Perform with a $16 price target. The risk/reward appears unfavorable at current levels, as Rivian’s fundamentals have weakened despite recent gains in the stock driven by enthusiasm for autonomy, and the Street’s expectations for 2026 are considered overly optimistic, the firm says.
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Barclays discounted Snowflake (SNOW) to Equal Weight from Overweight with a price target of $250, up from $290. Barclays cites valuation for Snowflake downgrade following stock’s 42% rally in 2025.
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Barclays discounted island (PODD) to underweight from equal weight with a price target of $274, down from $316. As new competition approaches in the tubeless and patch-based automated insulin delivery category, Insulet’s multiple will see increased pressure, the company tells investors in a research note.
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TD Cowen demoted the entire state (ALL) to Hold from Buy with a price target of $231, up from $224. The company’s competition has intensified over existing personal auto policies, the company tells investors in a research note.
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KeyBanc degraded Strike crowd (CRWD) to sector weight from overweight without a price target as part of its 2026 outlook for security software, data and artificial intelligence names. CrowdStrike faces “more balanced security spending intentions” as indicated by the survey, the company tells investors in a research note.