Here Are Tuesday’s Top Wall Street Analyst Research Calls: AutoZone, Baker Hughes, FS KKR Capital, Kroger, Netflix, PepsiCo, Ryder Systems, SpaceX, Warner Bros. Discovery, and More
Wall Street analyst research calls on Tuesday included upgrades for Kroger (KR), Netflix (NFLX), and others, while PepsiCo (PEP), Ryder Systems (R), and more were downgraded. Futures traded higher after a rough start to the week, with major indices closing lower. Treasury yields rose, oil prices surged, and gold and crypto markets declined.
How this was made
The 30-second read
Why it matters
Provides fresh analyst opinions and target revisions, offering short‑term directional cues for the listed stocks.
Market read
Analyst rating changes can trigger immediate price moves; the breadth of names offers multiple trading ideas.
What to watch
Macro backdrop of higher rates and oil volatility could dampen upside for many names.
Background
The article aggregates analyst upgrades, downgrades, and initiations released on Tuesday, September 29, 2026.
Ticker impact
Bloomin’ Brands upgraded to Neutral from Underweight with a new $13 target.
likely upward pressure from the upgrade and higher target.
Upgrade signals improved expectations, may attract buyers.
Kroger upgraded to Buy with an $80 target price.
likely upward pressure as investors price in the buy rating.
Buy rating and high target suggest upside potential.
Main Street Capital upgraded to Overweight with a $60 target.
likely modest upside as the higher target is priced in.
Overweight rating may attract institutional interest.
Netflix upgraded to Buy with a $95 target, down from $100.
potential sideways movement as the lower target tempers the upgrade.
Target reduction may limit upside despite buy rating.
STARR Surgical upgraded to Buy with a $31 target.
likely upward pressure as investors react to higher target.
Buy rating and target raise suggest upside.
Arbor Realty Trust downgraded to Market Perform.
likely downward pressure as the downgrade signals weaker outlook.
Downgrade may trigger sell‑offs.
FS KKR Capital downgraded to Underweight with a $10 target.
likely downward pressure as investors price in the lower target.
Underweight rating and low target suggest weakness.
PepsiCo downgraded to Neutral from Overweight.
likely modest downside as the rating is cut.
Neutral rating reduces bullish expectations.
Market effects
Broad coverage upgrades may lift consumer discretionary and tech sentiment.
U.S. equity markets may see modest upside from the aggregate upgrade bias.
Limited; primarily affects U.S. listed equities.
Counterpoint
Some upgrades come with lower target prices, suggesting caution despite rating changes.
Key entities
- companyBloomin’ Brands
Upgraded to Neutral with a $13 target.
- companyKroger
Upgraded to Buy with an $80 target.
- companyNetflix
Upgraded to Buy with a $95 target (down from $100).
