Upgrades Summary - Jefferies upgraded Roku (ROKU) to Buy from Hold with a price target of $135, increased from $100, anticipating over 20% platform revenue growth in an upside scenario [2] - Piper Sandler upgraded Unity (U) to Overweight from Neutral with a price target of $59, up from $43, citing a healthy mobile app advertising market entering 2026; BTIG also upgraded Unity to Buy from Neutral with a $60 price target [2] - Citi upgraded Thermo Fisher (TMO) to Buy from Neutral with a price target of $660, raised from $580, expecting benefits from increased pharmaceutical spending and onshoring trends [2] - BofA upgraded Synopsys (SNPS) to Buy from Neutral with a price target of $560, up from $500, arguing that the company's solid FY26 guidance mitigates risks related to China and Intel sales, presenting attractive stock catch-up potential and EPS beats for the next year [2] - BofA upgraded Visa (V) to Buy from Neutral with a price target of $382, believing that Visa shares present very attractive return potential following recent underperformance [2]
PayPal downgraded, Roku upgraded: Wall Street's top analyst calls