Pinterest downgraded, Airbnb upgraded: Wall Street’s top analyst calls

The Fly

Fri, February 13, 2026 at 11:49 PM GMT+9 4 min read

In this article:

•                                       StockStory Top Pick 
  

  ABNB

  +4.37%

  PINS

  -20.74%

  AMD

  +0.80%

  CRWD

  +3.13%

  AVGO

  -0.98%

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: **

Deutsche Bank upgraded **Airbnb **(ABNB) to Buy from Hold with a $154 price target. Deutsche expects Airbnb's hotel business to grow while its AI native search drives up conversions. While the company is "not immune from AI disintermediation," it is "more shielded than others," contends Deutsche Bank, which sees a "compelling" risk/reward at Airbnb's current share levels. Evercore ISI also upgraded Airbnb to Outperform from In Line with a $145 price target.

Argus upgraded **McDonald's** (MCD) to Buy from Hold with a $380 price target. The company is well positioned to attract budget-conscious consumers thanks to its value menus and sales promotions, the firm tells investors in a research note.

Deutsche Bank upgraded **Rivian **(RIVN) to Buy from Hold with a price target of $23, up from $16, following the Q4 report. The firm sees early signs the company's "prospects are inflecting." UBS upgraded Rivian to Neutral from Sell with a price target of $16, up from $15, following the Q4 report.

HSBC upgraded **CrowdStrike **(CRWD) to Buy from Hold with an unchanged price target of $446. The firm cites the stock's "attractive" valuation and the company's AI growth for the upgrade.

Rosenblatt upgraded **Roku **(ROKU) to Buy from Neutral with a price target of $118, up from $106. Roku "handily beat" Q4 estimates and guided above expectations for Q1 and 2026, says the firm, which adds that the outlook "looks beatable again."

Top 5 Downgrades:

Citi downgraded **Pinterest **(PINS) to Neutral from Buy with a price target of $19, down from $38, following the earnings report. The firm sees more limited visibility going forward for Pinterest due to tariffs and the company's sales reorganization. Loop Capital, JPMorgan, Evercore ISI, Baird, RBC, Deutsche Bank and BofA also downgraded Pinterest to Neutral-equivalent ratings.

BMO Capital downgraded **Dollar Tree** (DLTR) to Underperform from Market Perform with a price target of $95, down from $110. The current valuation and earnings expectations for the company may be too elevated given that Dollar Tree lacks investments and focus on offering a compelling digital strategy, which may limit top line growth over time, the firm tells investors in a research note.

JPMorgan downgraded **Norwegian Cruise Line** (NCLH) to Neutral from Overweight with a price target of $20, down from $28, after the company announced that Harry Sommer, its CEO and director, departed and resigned from the board on February 12 as part of a strategic leadership change.

Piper Sandler downgraded **US Foods** (USFD) to Neutral from Overweight with a price target of $103, up from $85. The firm calls the downgrade a valuation driven and risk/reward based decision post the company's Q4 report.

Citizens downgraded **Upstart **(UPST) to Underperform from Market Perform with a $20 price target. The firm cites valuation for the downgrade.

 






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**Top 5 Initiations: **

DA Davidson initiated coverage of **AMD **(AMD) with a Neutral rating and $220 price target, calling it "a marginal AI accelerator player that is in the act of playing catch-up." While AMD's Instinct GPUs "benchmark great on paper," the "reality is that customers are not buying spec sheets" and running frontier workloads across tens of thousands of GPUs is an interconnect and systems-integration problem, the firm argues.

DA Davidson initiated coverage of **Intel **(INTC) with a Neutral rating and $45 price target. The stock is reflecting assumptions that are "too optimistic," the firm tells investors in a research note.

Barclays reinstated coverage of **Medtronic **(MDT) with an Overweight rating and $116 price target ahead of the fiscal Q3 report on February 17. The firm expects the company to report strong earnings growth.

DA Davidson initiated coverage of **Broadcom **(AVGO) with a Neutral rating and $335 price target. The company's AI application-specific integrated circuits exposure does not warrant a premium multiple versus market leaders such as Nvidia (NVDA), the firm tells investors in a research note.

DA Davidson initiated coverage of **TSMC **(TSM) with a Buy rating and $450 price target. The firm sees a "compounding execution moat" for the company in leading edge manufacturing.

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