华尔街顶级分析师最新评级：Shopify遭下调

Core Viewpoint - The article summarizes key analyst reports that are crucial for investors, highlighting significant rating changes and coverage initiations for various stocks [1]. Upgraded Ratings - Medtronic (MDT): William Blair upgraded the rating from market perform to outperform, with no target price set, citing multiple new product launches expected this year [5]. - Saia Logistics (SAIA): Stephens upgraded the rating from hold to buy, raising the target price from $308 to $414, believing that negative market sentiment has been largely absorbed [5]. - Allegiant Air (ALGT): Bank of America upgraded the rating from underperform to neutral, increasing the target price from $55 to $95, noting potential economic stimulus benefits for low-cost airlines [5]. - Stryker (SYK): Raymond James upgraded the rating from market perform to outperform, setting a target price of $418, indicating attractive valuation levels [5]. - Brinker International (EAT): UBS upgraded the rating from neutral to buy, raising the target price from $144 to $175, expecting continued strong same-store sales growth [5]. Downgraded Ratings - Shopify (SHOP): Wolfe Research downgraded the rating from outperform to market perform, withdrawing the previous target price of $185, citing high market expectations and overvaluation [6]. - Chevron (CVX) and ExxonMobil (XOM): Free Capital downgraded both from hold to sell, setting target prices at $165 and $123 respectively, arguing that optimism in the oil and gas sector is unwarranted amid falling oil prices [6]. - Lennar (LEN): UBS downgraded the rating from buy to neutral, lowering the target price from $137 to $122, indicating potential delays in margin recovery [6]. - D.R. Horton (DHI): Wells Fargo downgraded the rating from overweight to hold, reducing the target price from $180 to $155 based on market data [6]. - Wells Fargo (WFC): Baird downgraded the rating from neutral to underperform, maintaining a target price of $90, citing limited upside for bank stocks in 2026 [6]. Initiated Coverage - Covewave (CRWV): Truist Securities initiated coverage with a hold rating and a target price of $84, emphasizing the importance of its partnership with NVIDIA for long-term revenue support [6]. - Lam Research (LRCX): Alesia Investments initiated coverage with a buy rating and a target price of $260, highlighting strong growth prospects due to industry-leading equipment and expanding market share [6]. - Accenture (ACN): Truist Securities initiated coverage with a buy rating and a target price of $317, noting its attractive positioning in enterprise digital transformation driven by generative AI [6]. - Intuit (INTU): Truist Securities initiated coverage with a buy rating and a target price of $739, recognizing its dominant market position in fintech products for consumers and SMEs [6]. - Palantir (PLTR): Truist Securities initiated coverage with a buy rating and a target price of $223, pointing out its first-mover advantage in AI applications for government and enterprise [6].