Here Are Friday’s Top Wall Street Analyst Research Calls: American Express, Archer Aviation, Fastly, Jack Henry & Associates, Joby Aviation, Lockheed Martin, Palantir, Rocket Lab, SpaceX and More
Wall Street futures rose Friday, with Nasdaq down 1.25%, S&P 500 down 0.47%, and Dow up 0.10%. Treasury yields mixed; 30-year bond at 5.60%, 10-year at 5.23%. Oil prices up due to geopolitical tensions and Hurricane Isaias. Gold up, silver down. Bitcoin dropped below $81,000, then recovered to $83,140. Analysts upgraded Archer Aviation (ACHR), CBOE Global (CBOE), Fastly (FSLY), and others; downgraded Genworth (GNW), Illinois Tool Works (ITW), and others.
How this was made
The 30-second read
Why it matters
While the upgrades and initiations provide fresh analyst viewpoints, they are not material corporate events; impact is limited to short-term price adjustments.
Market read
Rating changes may cause modest, short‑term moves in the listed stocks but do not constitute major market‑moving news.
What to watch
Potential macro headwinds from rising rates and energy prices could dampen the impact of these rating changes.
Background
The article aggregates analyst rating updates and initiations for a range of US-listed companies across sectors.
Ticker impact
Archer Aviation upgraded to Overweight with target price raised to $8.
likely upward pressure as investors price in higher target.
Analyst raised target, indicating improved outlook.
CBOE Global Markets upgraded to Overweight with target price raised to $358.
upward pressure from upgraded rating.
Higher target signals stronger earnings expectations.
Fastly upgraded to Outperform with target price $35.
likely modest upside.
Outperform rating reflects better near‑term prospects.
Jack Henry & Associates upgraded to Overweight, target unchanged at $175.
upward pressure from rating upgrade.
Overweight suggests strong relative performance.
VF Corporation rating raised to Neutral, target unchanged at $18.
minimal impact.
No target change, rating shift modest.
Genworth Financial downgraded to Market Perform, target $10.50.
downward pressure as investors reassess risk.
Lower rating signals weaker outlook.
Illinois Tool Works downgraded to Neutral, target cut to $270.
likely downward pressure.
Target reduction reflects weaker expectations.
Joby Aviation downgraded to Underweight, target cut to $4.
downward pressure expected.
Underweight rating and lower target indicate concerns.
Market effects
Analyst rating changes may slightly shift sector sentiment for aerospace, fintech and tech.
Limited to US equities; no broader regional effect.
Minor, as upgrades/downgrades affect only individual stocks.
Counterpoint
Some investors may view the upgrades as premature given broader market volatility.
Key entities
- Analyst FirmBarclays
Provided upgrades and initiations for several companies.
- Analyst FirmMorgan Stanley
Upgraded CBOE to Overweight.
- Analyst FirmOppenheimer
Upgraded Fastly to Outperform.
