Loop Capital upgraded Qualcomm to Buy with $185 target
UBS upgraded IBM to Neutral with $236 target
Truist upgraded U.S. Bancorp to Buy with $66 target
UBS upgraded Palantir to Buy with $180 target
📖 Full Retelling
Garrett Cook presented Wall Street analysts' top stock recommendations for the week ending February 28, 2026, in the 'Street Calls of the Week' report published on March 1, 2026. The comprehensive analysis featured upgrades and downgrades across technology and financial sectors, with particular focus on major chip manufacturers and AI-related companies. Nvidia received a significant upgrade from Alethea to Buy with a $250 price target as the firm projected the company's data center revenue reaching $475 billion across fiscal quarters ending in 2027. Qualcomm also saw positive sentiment from Loop Capital, which upgraded the stock to Buy with a $185 price target, highlighting the company's diversification strategy beyond smartphones. Meanwhile, IBM received a cautious upgrade from UBS to Neutral with a $236 target, acknowledging the company's challenges but noting its strong cash flow yield. U.S. Bancorp gained favor from Truist, which upgraded the regional bank to Buy with a $66 target, citing improved earnings prospects and attractive valuation. The week concluded with Palantir receiving an upgrade from UBS to Buy with a $180 target, as the firm identified significant value in the AI-data platform despite recent stock declines.
🏷️ Themes
Technology Stocks, Financial Markets, AI Investments, Banking Sector
Qualcomm Incorporated () is an American multinational corporation headquartered in San Diego, California, and incorporated in Delaware. It creates semiconductors, software and services related to wireless technology. It owns patents critical to the 5G, 4G, CDMA2000, TD-SCDMA and WCDMA mobile communi...
# Wall Street
**Wall Street** is a historic thoroughfare located in the Financial District of Lower Manhattan, New York City. Spanning approximately eight city blocks, it extends just under 2,000 feet (0.6 km) from Broadway in the west to South Street and the East River in the east.
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Palantir Technologies Inc. is an American publicly traded company that develops data integration and analytics platforms enabling government agencies, militaries, and corporations to combine and analyze data from multiple sources. Its flagship products—Gotham (for intelligence and defense) and Found...
Nvidia Corporation ( en-VID-ee-ə) is an American technology company headquartered in Santa Clara, California. Founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem, it develops graphics processing units (GPUs), systems on chips (SoCs), and application programming interfaces (APIs) for...
International Business Machines Corporation, doing business as IBM (nicknamed Big Blue), is an American multinational technology company headquartered in Armonk, New York, and present in over 175 countries. It is a publicly traded company and one of the 30 companies in the Dow Jones Industrial Avera...
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try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry Global gas markets face their biggest shock since 2022 on Iran conflict U.S., Israel strike Iran — what is known so far Strategists see only temporary market impact from Iran strikes Bitcoin prices fall below $64,000 after U.S./Israel attack on Iran (South Africa Philippines Nigeria) Street Calls of the Week By Garrett Cook Author Garrett Cook Stock Markets Published 03/01/2026, 03:25 AM Street Calls of the Week 0 QCOM -2.22% NVDA -4.16% IBM -0.74% USB -4.54% PLTR 0.92% Investing.com -- Here is your Pro Recap of the top takeaways from Wall Street analysts for the past week. InvestingPro subscribers always get first dibs on market-moving AI analyst comments. Upgrade today! Nvidia What happened? On Monday, Aletheia upgraded Nvidia (NASDAQ:NVDA) to Buy with a $250 price target. * TLDR : Alethia positive on NVDA, Demand surges, revenue crushes expectations. What’s the full story? Aletheia upgrades NVDA from HOLD to BUY, target $250—25x the average FY27/28 PER. The old inventory phantoms, bloated on the balance sheet and lurking in the channel, plus those dawdling rack deployments, once whispered caution. No longer. Both normalize from F4Q26E, fueled by savage module builds and rack shipments finally breaking into a sprint. Demand thunders: industry compute capex surges 75% YoY to ~$530 billion, with NVDA and the TPU syndicate carving out the juiciest portions of value. The firm projects NVDA’s data center revenue charging to $475 billion across F3Q26–F4Q27E, nuzzling Nvidia’s own $500 billion boast. F4Q26E results and F1Q27E guidance will trounce consensus expectations like a barroom brawl. Even OAI’s capex haircut changes nothing substantial—still ample powder to keep Oracle, Microsoft, AWS, and AMD stuffed and satisfied. The machine hungers; NVDA feeds it. Buy, or stand aside while fortunes march past. Qualcomm What happened? On Tuesday, Loop Capital upgraded Qualcomm 9NASDAQ:QCOM) to Buy with a $185 price targ...
