Top Analysts Turn Bullish on 8 Names

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•  13 Oct 2025
 

•   COIN  
   
  +0.87%
•   GMRE  
   
  -0.32%
•   NVDA  
   
  -0.12%

$COIN has caught the attention of Rothschild Redburn, which upgraded the cryptocurrency exchange from Neutral to Buy while maintaining a $417 price target. The upgrade comes as Coinbase successfully diversifies its revenue streams beyond its traditional retail trading business. This strategic shift appears to be paying dividends, with the company establishing itself as one of the best performing NASDAQ stocks according to hedge fund positioning. The diversification strategy reduces Coinbase dependence on volatile crypto trading volumes, potentially providing more stable earnings even during market downturns.

$MU received not one but two notable upgrades recently. Morgan Stanley lifted Micron from Equalweight to Overweight while dramatically raising its price target from $160 to $220. The catalyst behind this bullish call centers on momentum in core DRAM pricing, a key driver of Micron's profitability. Following closely, UBS analyst Timothy Arcuri pushed his price target even higher to $225 from $195 while reiterating a Buy rating. UBS specifically highlighted strengthening demand projections for high-bandwidth memory, which is critical for artificial intelligence applications. The HBM market represents a high-margin opportunity for Micron as AI infrastructure buildouts accelerate globally. These back-to-back upgrades suggest that memory chip pricing may have bottomed and the industry is entering a more favorable supply-demand environment.

$NVDA continues to command analyst attention, with UBS's Timothy Arcuri reiterating his Buy rating and $205 price target. The firm's confidence stems from Taiwan export data aligning with Nvidia's data center growth trajectory. As the dominant supplier of AI accelerators, Nvidia benefits from insatiable demand for its GPU platforms across cloud providers, enterprises, and sovereign AI initiatives. The company's Blackwell architecture launch represents the next generation of performance improvements, potentially extending its competitive moat. While Nvidia trades at premium valuations, analysts believe the company execution and market position justify continued investor confidence.

$PANW saw BTIG flip from a more cautious stance to an outright Buy rating, citing improving platform adoption trends. Palo Alto Networks has been transitioning customers from point products to comprehensive platform solutions, which drive higher lifetime value and stickier relationships. This platformization strategy appears to be gaining traction, giving analysts increased confidence in the company's ability to sustain growth while defending against competition. Jefferies analyst Joe Dickstein's commentary on related security infrastructure plays suggests that enterprises are consolidating their cybersecurity spending with fewer, more integrated vendors. Palo Alto broad portfolio positions it as a primary beneficiary of this consolidation trend, particularly as organizations seek to simplify their security architectures while addressing increasingly sophisticated threats.

$CMCSA received an upgrade from Scotiabank to Sector Perform with a $45.50 price target. While this represents a more measured endorsement compared to outright Buy ratings, it signals improving sentiment on the media and cable giant. Comcast faces structural challenges from cord-cutting, but its broadband business remains resilient and its NBCUniversal content assets provide diversification. CMCSA recent strategic moves and valuation may be bringing it back into favor with analysts who previously maintained more bearish stances.

$META saw TD Cowen reiterate its Buy rating with an $875 price target ahead of the company's third-quarter earnings report scheduled for October 29. Analyst John Blackledge expects another strong quarter driven by robust advertising momentum. Meta's investments in artificial intelligence are paying off through improved ad targeting and new revenue opportunities, while its Reality Labs division continues pursuing the metaverse vision. The massive user base across Facebook, Instagram, and WhatsApp provides unmatched scale for advertisers, and recent efficiency improvements have expanded margins significantly. Citi also reiterated its Buy rating on Meta, underscoring broad analyst confidence in the stock's trajectory.

$PRGS climbed after Citi upgraded Progress Software to Buy, recognizing the company's positioning in enterprise software infrastructure. Progress provides tools and platforms that enable digital transformation initiatives, a market that continues expanding as companies modernize their technology stacks. The upgrade suggests analysts see improving execution and market opportunities for this smaller software player.

$GMRE received a Buy-equivalent rating from Citizens, signaling improving sentiment on the healthcare real estate investment trust. Global Medical REIT owns and leases medical facilities, providing exposure to the defensive healthcare real estate sector. The upgrade may reflect attractive valuations and stable cash flows in an environment where investors seek yield and recession-resistant assets.

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