Core Viewpoint - The article summarizes significant rating changes from Wall Street that could impact market trends, highlighting upgrades, downgrades, and new coverage by various financial institutions [1][5]. Upgrades - Wells Fargo upgraded Alphabet (GOOGL) from Hold to Buy, raising the target price from $354 to $387, citing Google's leading position in key AI traits such as user data, channels, and computing power [7]. - Aletheia upgraded NVIDIA (NVDA) from Hold to Buy with a target price of $250, stating the stock is "too cheap to ignore" ahead of its quarterly earnings report [7]. - Lake Street upgraded Tandem Diabetes (TNDM) from Hold to Buy, increasing the target price from $14 to $50, believing the shift to a pharmacy model will yield stable growth and higher profit margins [7]. - UBS upgraded BlackRock (BLK) from Neutral to Buy, setting a target price of $1,280, based on strong Q4 performance and positive outlook from the UBS Financial Conference [7]. - Baird upgraded Henry Schein (HSIC) from Neutral to Outperform, raising the target price from $78 to $100, citing growth potential in its dental-related business [7]. Downgrades - Jefferies downgraded Workday (WDAY) from Buy to Hold, lowering the target price from $325 to $150, noting that application software stocks have underperformed the overall software sector [8]. - Bank of America downgraded General Mills (GIS) from Buy to Neutral, reducing the target price from $55 to $48, stating that previous growth expectations for the pet business and North American retail have failed [8]. - Baird downgraded Arcellx (ACLX) from Outperform to Neutral, with a target price adjustment from $106 to $115, following Gilead's acquisition announcement at $115 per share [8]. - JPMorgan downgraded VF Corporation (VFC) from Neutral to Underweight, lowering the target price from $19 to $18, and reducing earnings forecasts for 2027 and 2028 below market consensus [8]. - Jefferies downgraded Deere (DE) from Hold to Underperform, raising the target price from $475 to $550, indicating that the agricultural cycle is expected to bottom out this year [8]. New Coverage - Citigroup initiated coverage on York Space Systems (YSS) with a Buy rating and a target price of $37, describing it as a high-risk, high-reward opportunity in the space trend [9]. - Oppenheimer initiated coverage on Public Policy Holding Co (PPHC) with an Outperform rating and a target price of $16, noting its expansion into state and international lobbying [9]. - Citigroup initiated coverage on PicPay (PICS) with a Buy rating and a target price of $28, projecting an 85% potential upside due to its credit-related business growth [9]. - JPMorgan initiated coverage on Ethos (LIFE) with a Buy rating and a target price of $13, believing there is still growth potential through agency channels [9]. - DA Davidson initiated coverage on Bob's Discount Furniture (BOBS) with a Buy rating and a target price of $26, citing a large and fragmented industry poised for recovery [9].