Tuesday Wall Street Radar Analyst Upgrades and Downgrades

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•  13 May 2025
 

$AGCO crossed above its average 12-month analyst target price of $101.58 and now trades above $105. While this typically reflects positive momentum, it also triggered a downgrade from analysts who view the stock as fully valued. AGCO’s modest gain of 0.52% today suggests muted conviction in further upside in the near term.

$ALG also surpassed its $194 target and now trades above $202. As with AGCO, this technical milestone has analysts tapping the brakes. Despite the 1.24% rise today, reaching the target often signals it’s time for institutions to reassess exposure rather than double down.

$ARES crossed its $172.29 target but failed to hold momentum, closing slightly down at $172.50. With average volume above 2 million, today’s subpar showing and the downgrade reinforce caution as investors reassess valuation after an extended run.

$ASC faced a direct downgrade amid concerns about capital allocation. Analysts cited the absence of share repurchases and hinted that the company might be more attractive as a takeover candidate. Despite a slight gain, the downgrade reflects waning confidence in strategic direction.

$AXP moved above the $296.04 target to finish at $302.30. While the 1.13% gain shows strength, the downgrade reveals a rising belief that much of the upside is priced in. At this stage, analysts prefer locking in gains over chasing additional momentum.

$BX similarly traded past its $145.86 target, ending at $148.60. Although Blackstone remains a powerhouse, the downgrade here speaks to stretched valuation in the face of a challenging deal-making environment. Slightly down on the day, BX may consolidate as investors wait for the next catalyst.

$CARR surged 1.59% after announcing a $1 billion investment in U.S. manufacturing and innovation. The upgrade reflects both operational commitment and economic patriotism—traits that analysts believe will attract long-term capital.

$CAT received back-to-back upgrades from both Baird and Wolfe Research, citing a longer-term recovery stretching into 2026. Today’s 2.92% gain confirms renewed investor appetite as Caterpillar’s order book and industrial cycle show signs of early recovery. This one is regaining its heavyweight status.

$COLM hit its $69.12 target but failed to sustain the breakout, pulling back to close down 1.38%. With a downgrade now on the books, Columbia Sportswear may enter a holding pattern unless a catalyst, like consumer strength or margin improvement, emerges.

$CUBE got a Buy rating boost from BofA, which sees strength in CubeSmart’s conservative guidance and exposure to urban markets. While the stock slipped slightly, the upgrade reflects institutional optimism that this storage REIT could surprise to the upside in a soft landing scenario.

$ENPH plunged 4.82% after BMO downgraded it to a Sell equivalent. Analysts cited tax-related policy shifts that could weigh heavily on renewable energy credits and squeeze Enphase’s bottom line. This is a red flag for growth investors in the solar space.

$FIVE also hit its $101.37 target, and shares slipped 1.74%. Like other names on this list, the crossing of analyst targets prompted a downgrade. With consumer discretionary facing pressure, Five Below may have trouble holding current valuation without a reacceleration in foot traffic.

$FSK crept past its $20.44 target but only managed a modest 1.02% gain. The downgrade suggests that analysts view this business development company as range-bound unless credit markets or interest rate expectations change meaningfully.

$FSLR absolutely exploded 22.66% higher after Wolfe Research upgraded the stock. Analysts cheered a House budget proposal that would sustain key clean energy incentives. This move underscores how political developments can supercharge solar names, and First Solar just became the poster child for policy-driven upside.

$INSM got an upgrade as coverage begins on a bullish note, but shares closed down 3.01%. Initial enthusiasm was met with profit-taking. For investors, this may still be a good entry if the coverage thesis—likely around pipeline growth—plays out.

$JNJ was downgraded by Leerink due to potential pricing pressures on combination therapies. The 3.70% drop reflects real concern over policy risk, particularly with upcoming elections likely to shine a spotlight on drug prices.

$KMT crossed its $21.56 price target and moved up 2.03%, but the downgrade implies a ceiling in the current cycle. Kennametal is leveraged to industrials, and while today’s pop was solid, analysts appear unconvinced it has legs.

$LWAY got an upgrade after posting a 44% YoY EPS jump. Despite a 8.15% drop today, the kefir maker is catching attention from growth investors who see potential in its niche health-oriented category. Volatility is high, but so is the earnings momentum.

$MAS reached its $68.78 target but fell 1.59% today. With housing-related stocks under pressure, analysts are downgrading Masco on valuation concerns and cyclicality despite recent resilience.

$NRG rocketed past its $128.56 target and closed over $156—a gain of 4.01% on the day. That’s a warning flag for analysts, who downgraded the stock after this parabolic move. The concern now is that the market has run too far, too fast.

$OLO soared past its $8.70 target to end up nearly 6% higher at $9.70. While that’s an impressive move, the downgrade sends a message that expectations may be running ahead of fundamentals for this SaaS name serving digital restaurant orders.

$PBF moved aggressively higher, gaining 10.20% and crossing its $20.77 target. The downgrade here is a classic example of valuation discipline despite impressive short-term strength in energy markets.

$PTON got a surprise upgrade from Macquarie, citing improving subscriber metrics. The 2.56% gain suggests there’s still investor appetite for a turnaround. This could be a speculative rebound play if the company continues to control churn and grow engagement.

$QS received a reiterated Buy rating, with analysts highlighting strong growth potential. The 1.06% gain keeps momentum alive, but this is still a long-duration bet with high volatility.

$RPD was downgraded following a deeper look at Rapid7’s operating margins and slowing cybersecurity growth. With the stock down 8.15%, this bearish call clearly resonated with traders exiting positions.

$SWK was upgraded by Barclays on a more favorable tariff environment. Stanley Black & Decker rose 1.75%, with analysts betting that global trade dynamics are tilting back in its favor—potentially making it a stealth recovery name.

$TEX passed its $43.59 target and shot to $46.86, gaining 4.62%. Despite the strong move, the downgrade reflects skepticism about sustaining growth given Terex’s exposure to cyclical end-markets.

Bottom line: Among the upgrades and downgrades today, $FSLR stands out with the most compelling near-term opportunity. The combination of political tailwinds, a massive price surge, and renewed analyst enthusiasm makes First Solar a must-watch. $CAT and $PTON also deserve attention—Caterpillar for its industrial rebound trajectory, and Peloton for signs of a subscriber revival.