--- title: "Top Wall Street Analysts' Latest Ratings: Apple Upgraded, Comcast Downgraded" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/263774678.md" description: "Wall Street analysts' latest rating changes show that Apple (AAPL) has been upgraded by Jefferies to \"Hold,\" with a target price raised from $203.07 to $246.99, due to approximately 8% revenue growth in the September quarter. Goldman Sachs has upgraded Roblox (RBLX) to \"Buy,\" with a target price increased from $155 to $180, due to strong performance in its third-quarter earnings report. BTIG has upgraded Unity (U) to \"Neutral\" and withdrawn its target price, reflecting healthy advertising spending trends. Piper Sandler has upgraded Hershey (HSY) to \"Neutral.\"" datetime: "2025-10-31T14:46:08.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/263774678.md) - [en](https://longbridge.com/en/news/263774678.md) - [zh-HK](https://longbridge.com/zh-HK/news/263774678.md) --- > 支持的语言: [English](https://longbridge.com/en/news/263774678.md) | [繁體中文](https://longbridge.com/zh-HK/news/263774678.md) # Top Wall Street Analysts' Latest Ratings: Apple Upgraded, Comcast Downgraded The most closely watched research rating reports on Wall Street that may impact market trends have now been compiled. Below is the information on analyst rating changes that investors should focus on today, organized by The Fly. **Five Upgraded Ratings:** 1. Jefferies: Upgraded Apple (AAPL) from "Underperform" to "Hold," with a target price raised from $203.07 to $246.99. The upgrade is based on Apple's revenue growth of approximately 8% in the September quarter, with a gross margin of 47.2%—even accounting for the $1.1 billion tariff impact, this gross margin is still about 0.5% higher than expected. 2. Goldman Sachs: Upgraded Roblox (RBLX) from "Neutral" to "Buy," with a target price raised from $155 to $180. In its research report, Goldman Sachs indicated that Roblox's third-quarter earnings report showed growth in bookings, revenue, and daily active users, and the company's management is optimistic about the long-term scalability of the platform. 3. BTIG: Upgraded Unity (U) from "Sell" to "Neutral," and withdrew the previous target price of $27. This adjustment comes after BTIG recently conducted two surveys with professionals in the gaming industry and non-advertising sectors using AppLovin (APP), Unity, and other performance advertising platforms. BTIG noted that while the performance of various platforms remains mixed and advertisers express some dissatisfaction with the evolution of user demographics, the overall spending trend is healthy, presenting a different picture from previous market perceptions. 4. Piper Sandler: Upgraded Hershey (HSY) from "Underweight" to "Neutral," maintaining a target price of $167. The firm stated in its report that Hershey plans to achieve "on-algorithm" operations by 2026, making its future prospects more predictable. 5. Stifel: Upgraded IDEXX Laboratories (IDXX) from "Hold" to "Buy," with a target price raised from $640 to $700. Stifel expects that the recurring revenue growth rate of IDEXX's Companion Animal Group (CAG) will accelerate in the coming years—despite a slight slowdown in pricing increases, the rise in pet visits and demand for "premium services" will drive growth in this segment. **Five Downgraded Ratings:** 1. Erste Group: Downgraded Netflix (NFLX) from "Buy" to "Hold." The firm indicated to investors that Netflix's current stock price valuation is relatively high, which limits its future upside potential 2. Benchmark: Downgraded Roblox (RBLX) from "Buy" to "Hold" and withdrew the previous target price. Benchmark noted that although Roblox's third-quarter performance was "impressive" and short-term execution was solid, the company's guidance indicated a significant slowdown in booking growth, and increased spending intensity could pressure margins in fiscal year 2026. 3. Seaport Research: Downgraded Comcast (CMCSA) from "Buy" to "Neutral" based on its earnings report, without providing a target price. The downgrade was due to a "slight decline" in Comcast's broadband business average revenue per user (ARPU), and the cost plans disclosed to drive user growth in broadband and wireless businesses also impacted the rating. Additionally, Goldman Sachs and KeyBanc also downgraded Comcast to an equivalent "Neutral" level. 4. Barclays: Downgraded FMC (FMC) from "Overweight" to "Equal Weight" based on its earnings report, with the target price reduced from $48 to $22. Barclays stated that given FMC's "weak" performance, limited or zero visibility on earnings in the coming quarters, and the company's "unexpected" dividend cut, there is currently no reason to be optimistic about its stock price. KeyBanc and Wells Fargo also downgraded FMC to an equivalent "Neutral" level. 5. Raymond James: Downgraded Lumentum (LITE) from "Strong Buy" to "Outperform," with the target price raised from $145 to $220. The firm stated that it remains "optimistic" about Lumentum's long-term trends, but its short-term performance expectations are now close to market consensus levels. **Five Initial Coverage Rating Cases:** 1. Erste Group: Restarted coverage of Ross Stores (ROST) with a "Buy" rating. The firm believes that Ross Stores is currently in a favorable position, with sales growth potential superior to competitors, and this positive trend is expected to continue over the next year; additionally, its operating profit margin is also expected to improve. 2. Jefferies analyst Joseph Gallo: Initiated coverage of Cloudflare (NET) with a "Hold" rating, raising the target price from $225 to $250. Jefferies stated that the reason for the "Hold" rating is that the stock's current valuation is at a "premium" level. 3. Bernstein: Initiated coverage of SharpLink Gaming (SBET) with an "Outperform" rating and a target price of $24 Bernstein expects SharpLink to become an "compliance-first, focused on institutional clients" investment tool, helping investors allocate Ethereum (ETH), an asset with both investment and yield-generating properties. 4. Leerink: Initiating coverage on Immuneering (IMRX) with an "Outperform" rating and a target price of $15. Leerink points out that Immuneering's core asset atebimetinib (a allosteric MEK inhibitor) has shown compelling Phase II clinical efficacy in clinical trials for second-line treatment of pancreatic cancer (pancreatic ductal adenocarcinoma) when used in combination with chemotherapy. 5. Wells Fargo: Initiating coverage on Immunocore (IMCR) with an "Overweight" rating and a target price of $60. Wells Fargo believes that Immunocore's drug Kimmtrak provides a "good valuation floor" for the stock, and the opportunities for expanding the drug's indications in the next 12 months are expected to bring upward potential for the stock price ### 相关股票 - [Apple (AAPL.US)](https://longbridge.com/zh-CN/quote/AAPL.US.md) ## 相关资讯与研究 - [Best iPad apps to boost productivity and make your life easier](https://longbridge.com/zh-CN/news/281659372.md) - [The AirPods Max 2 are a great sequel, but not an ambitious one](https://longbridge.com/zh-CN/news/281193458.md) - [BREAKINGVIEWS-Satellite mania approaches $9 bln escape velocity](https://longbridge.com/zh-CN/news/281562888.md) - [Park Place Capital Corp Sells 2,031 Shares of Apple Inc. $AAPL](https://longbridge.com/zh-CN/news/280989201.md) - [UK fines Apple subsidiary $516,000 over Russia sanctions breach](https://longbridge.com/zh-CN/news/280985250.md)