--- title: "Top Wall Street Analysts Latest Ratings: Google and NVIDIA Upgraded" type: "News" locale: "en" url: "https://longbridge.com/en/news/276626079.md" description: "Wall Street analysts have made rating adjustments for several companies. Wells Fargo upgraded Google (GOOGL) to Overweight, raising the target price from $354 to $387. Aletheia upgraded NVIDIA (NVDA) to Buy, with a target price of $250. Lake Street upgraded Tandem Diabetes (TNDM) to Buy, increasing the target price from $14 to $50. UBS upgraded BlackRock (BLK) to Buy, with a target price of $1280. Baird upgraded Henry Schein (HSIC) to Outperform, raising the target price from $78 to $100. Meanwhile, Jefferies downgraded Workday (WDAY) to Hold, lowering the target price from $325 to $150" datetime: "2026-02-23T16:36:28.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/276626079.md) - [en](https://longbridge.com/en/news/276626079.md) - [zh-HK](https://longbridge.com/zh-HK/news/276626079.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/276626079.md) | [繁體中文](https://longbridge.com/zh-HK/news/276626079.md) # Top Wall Street Analysts Latest Ratings: Google and NVIDIA Upgraded This summarizes the research reports that are most closely watched on Wall Street and can influence market trends. Below are the institutional rating changes that investors need to know today. **Five Upgraded Ratings** 1. **Wells Fargo** upgraded **Alphabet (GOOGL)** from **Hold** to **Overweight**, raising the target price from $354 to **$387**. The bank stated that Google leads in the three key characteristics of AI winners—user data, channels, and computing power. 2. **Aletheia** upgraded **Nvidia (NVDA)** from **Hold** to **Buy**, with a target price of **$250**. The firm believes that ahead of Nvidia's fourth-quarter earnings report, the stock is "too cheap to ignore" and expects performance to exceed expectations. 3. **Lake Street** upgraded **Tandem Diabetes (TNDM)** from **Hold** to **Buy**, raising the target price from $14 to **$50**. The firm believes that the company's shift to a pharmacy model will bring more stable growth, higher profit margins, and substantial free cash flow. 4. **UBS** upgraded **BlackRock (BLK)** from **Neutral** to **Buy**, with a target price of **$1280**. The upgrade is based on strong fourth-quarter performance, positive outlooks from the UBS Financial Conference, and a solid start to the first quarter in terms of funding. 5. **Baird** upgraded **Henry Schein (HSIC)** from **Neutral** to **Outperform**, raising the target price from $78 to **$100**. The firm believes there is still upside potential in its dental-related business. **Five Downgraded Ratings** 1. **Jefferies** downgraded **Workday (WDAY)** from **Buy** to **Hold**, lowering the target price from $325 to **$150**. The firm stated that application software stocks have fallen more than the overall software sector. Jefferies also downgraded **DocuSign (DOCU)** and **Monday.com (MNDY)** from Buy to Hold. 2. **Bank of America** downgraded **General Mills (GIS)** from **Buy** to **Neutral** after the CAGNY conference, lowering the target price from $55 to **$48**. The previous bullish logic was based on a resurgence in the pet business and stabilization in North American retail, but "this logic has failed." 3. **Baird** downgraded **Arcellx (ACLX)** from **Outperform** to **Neutral**, raising the target price from $106 to **$115**. Previously, Gilead announced an acquisition of the company at $115 per share in cash plus $5 per share in contingent value rights, corresponding to an equity value of $7.8 billion at the time of the transaction Wells Fargo, Truist, and Canaccord have also downgraded the stock to neutral. 4. **JP Morgan** downgraded **VF Corporation (VFC)** from **neutral** to **underweight**, lowering the target price from $19 to **$18**. The bank has cut its earnings expectations for 2027 and 2028 below market consensus. 5. **Jefferies** downgraded **Deere (DE)** from **hold** to **underperform**, raising the target price from $475 to **$550**. The bank believes the agricultural cycle will bottom out this year, but recovery requires improvement in U.S. farmers' income, with core drivers being food prices. **Five Initial Coverage Ratings** 1. **Citi** initiated coverage on **York Space Systems (YSS)** with a **buy** rating and a target price of $37, calling it a "high-risk, high-reward target in the space mega-trend." Several major banks also gave it a buy rating, while Truist rated it as hold. 2. **Oppenheimer** initiated coverage on **Public Policy Holding Co (PPHC)** with an **outperform** rating and a target price of $16. The company is expanding its state-level and international lobbying business while building supporting strategic consulting services. 3. **Citi** initiated coverage on **PicPay (PICS)** with a **buy** rating and a target price of $28, indicating a potential upside of 85%. It is optimistic about the high growth in profits from its credit-related business. 4. **JP Morgan** initiated coverage on **Ethos (LIFE)** with an **overweight** rating and a target price of $13. It believes the company still has growth potential through agency channels, with several international banks also giving it a buy rating. 5. **DA Davidson** initiated coverage on **Bob's Discount Furniture (BOBS)** with a **buy** rating and a target price of $26. It believes the industry is large and fragmented, and is about to see a recovery ### Related Stocks - [Henry Schein, Inc. (HSIC.US)](https://longbridge.com/en/quote/HSIC.US.md) - [Workday, Inc. (WDAY.US)](https://longbridge.com/en/quote/WDAY.US.md) - [Alphabet Inc. (GOOG.US)](https://longbridge.com/en/quote/GOOG.US.md) - [Alphabet Inc. (GOOGL.US)](https://longbridge.com/en/quote/GOOGL.US.md) - [Direxion Daily GOOGL Bull 2X Shares (GGLL.US)](https://longbridge.com/en/quote/GGLL.US.md) - [Direxion Daily NVDA Bull 2X Shares (NVDU.US)](https://longbridge.com/en/quote/NVDU.US.md) - [The Technology Select Sector SPDR® ETF (XLK.US)](https://longbridge.com/en/quote/XLK.US.md) - [T-REX 2X Long NVIDIA Daily Target ETF (NVDX.US)](https://longbridge.com/en/quote/NVDX.US.md) - [Tandem Diabetes Care, Inc. 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