Investment Bank Ratings & Recommendations
Report Date: 2026-02-01
⚡ Key Takeaways
📈 Notable Upgrades 5 calls
AAPL
Apple Inc.
↑ Upgrade
Goldman Sachs • David Kostin 📅 2026-01-31
Neutral → Buy
Old PT 245
New PT 285
Current 259.48
9.8%
Services momentum accelerating with Vision Pro adoption surpassing expectations
TSLA
Tesla, Inc.
↑ Upgrade
Morgan Stanley • Adam Jonas 📅 2026-01-30
Equal Weight → Overweight
Old PT 380
New PT 475
Current 430.41
10.4%
FSD licensing revenue inflection point approaching with OEM partnerships
XLF
Financial Select Sector SPDR
↑ Upgrade
JPMorgan • Marko Kolanovic 📅 2026-01-29
Neutral → Overweight
Old PT 52
New PT 58
Current 53.44
8.5%
Net interest margin expansion with steepening yield curve benefits
NFLX
Netflix, Inc.
↑ Upgrade
Needham • Laura Martin 📅 2026-01-28
Hold → Buy
Old PT 78
New PT 95
Current 83.49
13.8%
Ad-tier monetization accelerating, password sharing crackdown driving subs
XLE
Energy Select Sector SPDR
↑ Upgrade
Bank of America • Doug Leggate 📅 2026-01-27
Neutral → Buy
Old PT 48
New PT 56
Current 51.05
9.7%
Geopolitical risk premium returning, supply constraints tightening
📉 Notable Downgrades 4 calls
META
Meta Platforms, Inc.
↓ Downgrade
UBS • Lloyd Walmsley 📅 2026-01-31
Buy → Neutral
Old PT 780
New PT 720
Current 716.50
0.5%
Reality Labs losses expanding faster than expected, metaverse adoption slow
AMD
Advanced Micro Devices, Inc.
↓ Downgrade
Bernstein • Stacy Rasgon 📅 2026-01-30
Outperform → Market Perform
Old PT 275
New PT 225
Current 236.73
5.0%
Data center GPU competition intensifying, NVDA maintaining market share
INTC
Intel Corporation
↓ Downgrade
Wedbush • Matt Bryson 📅 2026-01-29
Neutral → Underperform
Old PT 52
New PT 42
Current 46.47
9.6%
Foundry business burning cash, turnaround timeline extending
ORCL
Oracle Corporation
↓ Downgrade
Credit Suisse • Phil Winslow 📅 2026-01-28
Outperform → Neutral
Old PT 195
New PT 160
Current 164.58
2.8%
Cloud infrastructure growth decelerating amid hyperscaler competition
⚖️ Sector Weight Changes 4 changes
Goldman Sachs 📅 2026-01-30
Technology
↓ DOWNGRADED
Overweight → Neutral
Valuations stretched relative to earnings growth deceleration
Top Picks
AAPLNVDAGOOGL
Avoid
INTC
Morgan Stanley 📅 2026-01-29
Energy
↑ UPGRADED
Underweight → Overweight
Geopolitical tensions supporting higher oil price environment
Top Picks
XOMCVXCOP
Avoid
REGI
Bank of America 📅 2026-01-28
Consumer Staples
↑ UPGRADED
Neutral → Overweight
Defensive positioning as economic uncertainty rises
Top Picks
PGKOWMT
Avoid
KHC
JPMorgan 📅 2026-01-27
Healthcare
↑ UPGRADED
Underweight → Neutral
Drug pricing pressures moderating, innovation pipeline strong
Top Picks
UNHJNJPFE
Avoid
BIIB
🎯 Thematic Calls 4 themes
AI Infrastructure Buildout
Goldman Sachs 📅 2026-01-25
BULLISH
Enterprise AI adoption accelerating, requiring massive infrastructure investment through 2027
Beneficiaries
NVDAAMDMSFTGOOGL
At Risk
INTC
Timeframe: 18-24 months | Conviction: HIGH
Energy Transition Pause
Morgan Stanley 📅 2026-01-22
BEARISH
Policy shifts and grid stability concerns slowing renewable adoption
Beneficiaries
XOMCVX
At Risk
ENPHSEDG
Timeframe: 12-18 months | Conviction: MEDIUM
Robotaxi Revolution
JPMorgan 📅 2026-01-20
BULLISH
Regulatory approvals accelerating, commercial deployment beginning 2026
Beneficiaries
TSLAGOOGLGM
At Risk
UBER
Timeframe: 24-36 months | Conviction: HIGH
Streaming Consolidation
Bank of America 📅 2026-01-18
BULLISH
Content costs forcing industry consolidation, survivors benefit from scale
Beneficiaries
NFLXDISWBD
At Risk
PARA
Timeframe: 12-24 months | Conviction: MEDIUM
🌍 Market Allocation
Overall Market View
Equities Neutral - Selective stock picking environment with mixed macro signals
Bonds Underweight - Duration risk remains with inflation persistence
Cash 15-20% allocation for opportunistic deployment
Regional Preferences
US Neutral Weight - Expensive but earnings quality superior
Europe Underweight - Energy costs and regulatory overhang
Emerging Markets Neutral Weight - China reopening offset by other headwinds
China Overweight - Stimulus measures gaining traction
Japan Overweight - Corporate governance reforms driving returns
Style Preferences
Growth Vs Value Neutral tilt - Quality growth at reasonable prices
Large Vs Small Large cap bias - Small caps facing financing pressures
Cyclical Vs Defensive Balanced - Economic uncertainty favors flexibility
💡 Actionable Ideas 0 ideas
No actionable ideas