Robinhood upgraded, Uber initiated: Wall Street's top analyst calls

Robinhood upgraded, Uber initiated: Wall Street's top analyst calls The Fly Tue, September 1, 2026 at 3:36 PM GMT+2 4 min read HOOD AKAM MIAX DASH BAH Robinhood upgraded, Uber initiated: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: Morgan Stanley upgraded Robinhood (HOOD) to Overweight from Equal Weight with a price target of $150, up from $124.

The firm sees increasing evidence that Robinhood's broader product capabilities are improving the economics of its installed customer base, supporting more assets per customer. Evercore ISI upgraded Duolingo (DUOL) to Outperform from In Line with a price target of $210, up from $105, after "materially increasing" the firm's estimates in the wake of a proprietary survey and an analysis of current product improvements. Piper Sandler upgraded Akamai (AKAM) to Overweight from Neutral with a price target of $125, down from $140.

The Compute segment is about to show a "material inflection" and should show an acceleration as Akamai can show it is benefitting from AI builds and the pipeline is "robust," the firm tells investors. Piper Sandler upgraded Tempus AI (TEM) to Overweight from Neutral with a price target of $76, up from $56. The pending acquisition of Personalis (PSNL) gives Tempus ownership of a differentiated tumor-informed molecular residual disease platform, the firm tells investors in a research note.

BofA upgraded Timken (TKR) to Buy from Neutral with a price target of $135, up from $129. Shares are down 17% post Q2 results, notes the firm, which believes this "sets up an entry point into a multi-year transformation story. " Top 5 Downgrades: Piper Sandler double downgraded Myriad Genetics (MYGN) to Underweight from Overweight with a price target of $2, down from $5.

45. Piper does not believe Myriad's current business model can grow or cut its way to profitability. BofA downgraded Edison International (EIX) to Neutral from Buy with a price target of $51, down from $81.

A "once-in-a-generation reform opportunity" falls short of expectations and leaves a less compelling risk reward, the firm tells investors. BofA downgraded PG&E (PCG) to Neutral from Buy with a price target of $13, down from $24. California bill SB 492 fails to address the wildfire financing risks facing utilities, the firm tells investors in a research note.

BMO Capital downgraded Xenia Hotels (XHR) to Market Perform from Outperform with a price target of $20. 50, down from $22. The firm says the company has "fewer differentiated catalysts" relative to peers in 2027 following a strong 2026.

Morgan Stanley downgraded Miami International (MIAX) to Equal Weight from Overweight with a price target of $50, down from $53. The company's near-term risk/reward is more balanced following its market share rebounding to high teens in Q3, the firm tells investors in a research note. Story Continues Top 5 Initiations: Rosenblatt initiated coverage of Uber (UBER) with a Buy rating and $100 price target.

Recent weakness in the stock has created an attractive entry point to a high-quality, durably compounding platform, with the AV debate a longer-term overhang rather than a tangible near-term risk, the firm tells investors in a research note. Rosenblatt also started coverage of Lyft (LYFT) with a Neutral rating and $19 price target. Rosenblatt initiated coverage of Airbnb (ABNB) with a Buy rating and $220 price target.

Investor focus has shifted toward the company's investments in launching and scaling new businesses, and the firm believes the overhang is lifting as those initiatives begin producing measurable results. Rosenblatt also started coverage of Booking Holdings (BKNG) with a Buy rating and $245 price target. Rosenblatt initiated coverage of DoorDash (DASH) with a Buy rating and $270 price target.

The company is moving through a period of elevated transitory costs, and the downside is already priced in, with headwinds starting to moderate in the second half of this year, the firm tells investors in a research note. Rosenblatt also started coverage of Instacart (CART) with a Neutral rating and $55 price target. Wells Fargo resumed coverage of Public Storage (PSA) with an Equal Weight rating and $311 price target.

While the firm sees a path to the targeted $110M-$130M of run-rate synergies, execution is a near-term risk. Jefferies resumed coverage of Booz Allen (BAH) with a Hold rating and $80 price target. The company's growth has slowed from 11.

6% in fiscal 2023 through 2025 to 3. 2%, weighing on the stock's multiple amid AI disruption, the firm tells investors in a research note.