Wall Street Analyst Upgrades to Watch

 TopRated
 
  TopRated
 
Follow  Message
 
 
TopRatedStocks uncovering top-rated companies. Providing quick insights and recommendations, they help investors discover high-potential stocks based on robust metrics.
 

•  08 Jul 2026
 

$PYPL PayPal sits in the more tactical part of today’s upgrade screen, with Raymond James moving the name to Outperform and a target of $50.44 versus a current price of $44.58, implying 13.73% upside. The stock was down 2.34% on the session, with volume of 6.91M running well below the 16.57M average, which means the upgrade has not yet forced a meaningful positioning response. For traders, the setup is less about a broad momentum breakout and more about whether the market begins to price PayPal as a stabilized payments platform rather than a structurally impaired fintech asset.

$PLTR Palantir received a Buy upgrade with a $170 target against a current price of $132.26, implying 30.47% upside. The stock was down 1.56%, with volume of 29.33M below the 44.72M average, suggesting the market is not chasing the upgrade aggressively despite the sizable target gap. The key debate is valuation versus execution, because Palantir already carries a premium AI multiple, but the upgrade reinforces the argument that durable government demand, commercial adoption and operating leverage may still support the bull case if revenue quality remains strong.

$DLTR Dollar Tree was upgraded by Raymond James to Outperform from Market Perform, with a listed target of $124.05 versus a current price of $123.67, leaving only 0.45% implied upside. The stock was modestly higher by 0.79%, while volume of 1.87M was below the 4.23M average, indicating a muted reaction to the call. This is a case where the rating action looks better than the upside math, because the market is already trading the stock close to the listed target, making the near-term opportunity more dependent on estimate revisions than on simple target-price catch-up.

$UGP Ultrapar was upgraded to Buy at BofA as two key overhangs diminished, with the stock trading at $5.68 and the listed target at $5.67. The shares rose 4.13%, and volume of 4.90M exceeded the 2.97M average, which makes this one of the cleaner immediate reactions in the group. The issue for traders is that the price has already moved to the target, so the upgrade may be validating reduced risk rather than opening a wide valuation gap from current levels.

$CRM Salesforce was upgraded by Guggenheim to Buy from Neutral, with a $209.60 target against a current price of $167.06, implying 25.99% upside. The stock still traded down 1.45%, with volume of 5.24M far below the 17.49M average, which shows the market has not fully rewarded the upgrade yet. The firm’s argument is that the AI bear case has become too severe, especially after Salesforce delivered 13% revenue growth to $11.13 billion and non-GAAP EPS of $3.88 versus consensus of $3.12, making the current valuation look more like a recessionary software discount than a balanced assessment of fundamentals.

$RELL Richardson Electronics was upgraded to Outperform by Evercore ISI, with the stock at $16.60 and a target of $19.01, implying 14.38% upside. Shares rose 2.80%, but volume of 94.46K remained below the 229.32K average, so the move does not yet show broad institutional confirmation. The attraction here is a cleaner small-cap rerating setup, where moderate upside, positive price action and still-light volume leave room for follow-through if the upgrade brings incremental attention.

$CMCSA Comcast was upgraded by Deutsche Bank to Buy, though the firm reduced its price target to $32 from $34, still implying 37.10% upside from the current price of $23.33. The stock slipped 0.32%, with volume of 16.69M below the 39.68M average, meaning investors are not yet paying for the sum-of-the-parts argument. The upgrade is tied to Comcast’s planned split into two independent public companies, with NBCUniversal assets separated from the broadband, cable and wireless business, and the core opportunity is whether that structure unlocks value currently trapped inside a low-multiple conglomerate discount.

View all market intelligence