economy
February 13, 2026
Here are Friday's biggest analyst calls: Tesla, Microsoft, Coinbase, Rivian, Airbnb, C.H. Robinson & more
Here are the biggest calls on Wall Street on Friday.
TL;DR
- Bernstein reiterates Coinbase as outperform, citing an attractive valuation.
- Barclays reiterates Instacart as overweight following a strong earnings report.
- Goldman Sachs reiterates Microsoft as buy, recommending investors buy on weakness.
- Oppenheimer upgrades International Flavors to outperform, seeing volume-driven growth.
- Bank of America reiterates Roku as buy, citing ample growth scope and favorable industry trends.
- JPMorgan reiterates Applied Materials as overweight, noting a robust growth outlook.
- Jefferies upgrades Mitek Systems to buy, identifying it as an AI winner.
- Deutsche Bank upgrades Airbnb to buy, believing it is more insulated from AI disruption than peers.
- DA Davidson initiates Taiwan Semiconductor as buy, seeing compounding execution in manufacturing.
- HSBC upgrades CrowdStrike to buy, attracted by valuation and AI growth.
- Evercore ISI downgrades Pinterest to in line, citing deteriorating fundamentals.
- Morgan Stanley upgrades Allegro Systems to overweight, seeing an attractive risk/reward.
- Bernstein upgrades ZScaler to outperform, believing the stock is inexpensive.
- Wells Fargo reiterates Tesla as underweight, pointing to weak delivery numbers.
- BMO downgrades Dollar Tree to underperform, citing negative catalysts.
- Deutsche Bank upgrades Rivian to buy following earnings.
- Deutsche Bank upgrades Merck to buy, believing the company is underappreciated.
- UBS upgrades Xcel Energy to buy, citing favorable risk/reward and growth trends.
- BMO upgrades Neptune Insurance to outperform, believing the sell-off is overdone.
- Bank of America upgrades SPX Technologies to buy, seeing sustainable EPS growth.
- Baird upgrades Synchrony to outperform, seeing an attractive entry point.
- Barclays reiterates C.H. Robinson as overweight, viewing weakness as a buying opportunity.
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