Street Calls of the Week

Garrett Cook

Sun, February 15, 2026 at 5:30 PM GMT+9 4 min read

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NCLH

ORCL

KHC

Investing.com – Here is your Pro Recap of the top takeaways from Wall Street analysts for the past week.

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Oracle Corp.

What happened? On Monday, DA Davidson upgraded Oracle Corporation (NYSE:ORCL) to Buy with a $180 price target.

*TLDR: DA Davidson sees ORCL stacked with debt and leases like a gambler all-in on tomorrow. Buy the fear—Oracle’s grit outruns its shadows.

What’s the full story? DA Davidson upgrades ORCL to BUY from NEUTRAL, holding firm at the $180 target on 23x FY27 EPS. The Oracle tale remains no Sunday picnic—the company stacks $130 billion in debt and $248 billion in leases like a riverboat gambler betting the farm on tomorrow’s boom. Execution is the tightrope; one wobble, and those burdens drag for years.

Yet the note breathes easier: this $45–50 billion raise marks the year’s last big dip into the well, and the ATM equity drip should only nick the share price for the next ten weeks or so. Gentlemen, buy the damn fear—Oracle’s got the grit to outrun its own shadows. The phoenix ain’t dead; it’s just warming up for takeoff.

Unity Software

What happened? On Tuesday, Oppenheimer upgraded Unity Software Inc (NYSE:U) to Outperform with a $38 price target.

*TLDR: The street peddles genius for pennies—the team at Opco scoops it up with both fists

What’s the full story? Oppenheimer upgrades Unity (U) to Outperform and slaps on a gutsy $38 price target, because the market’s latest panic—whimpering that Google’s Project Genie and its shiny “world models” will bury game engines—is pure, grade-A bunk. The team sees this dip as a glorious disconnect: Unity reigns as the indispensable architectural backbone of development, not some doddering victim awaiting AI’s merciful bullet.

The Grow segment roars back to life courtesy of Vector, costs stay ruthlessly disciplined, and fundamentals quietly fortify while the sheep scatter. Risk/reward shines like polished brass. Oppenheimer forecasts accelerating revenue and fattening margins through 2026, proving Unity emerges not as AI’s casualty, but its favored battleground.

Norwegian Holdings

What happened? On Wednesday, Barclays downgraded Norwegian Cruise Line Holdings Ltd (NYSE:NCLH) to Equalweight with a $23 price target.

*TLDR: Barclays: Risk/reward balances as cruise concerns mount.

What’s the full story? Barclays downgrades Norwegian Cruise Line Holdings (NCLH) to Equal Weight, because after a merry 24% sprint in three months—while the S&P dawdled at +2%—the shares now perch atop our price target like a pigeon on a statue nobody asked for.

Story Continues  

The firm steps to the sidelines with a sigh: 1Q yields loom weak, with more downside lurking than upside to already-slashed consensus; proprietary Caribbean pricing checks for the rest of 2026 keep sliding, hitting NCLH harder than its scaled-up rivals thanks to thinner distribution muscle.

The NCL brand drifts into de-premiumization, a quiet surrender that unnerves the firm—not just from discount-hungry passengers unlikely to splurge onboard in 2026, but from fresh bruises against Royal’s steady polish and MSC’s eternal bargain-bin allure. Guidance for 2026 shapes up tougher than peers, back-half loaded and post-guidance-down credibility already bruised.

Risk/reward balances out; the punch bowl empties, so Barclays politely excuses itself from the dance.

Kraft Heinz

What happened? On Thursday, JPMorgan downgraded Kraft Heinz Kraft Heinz Co (NASDAQ:KHC) to Underweight with a $22 price target.

*TLDR: Kraft Heinz beats Q4 2025 earnings. 2026 outlook disappoints, risks persist.

**What’s the full story? **Kraft Heinz beats fourth-quarter 2025 earnings expectations, buoyed by favorable selling, general and administrative expenses and a lower tax rate. Yet the bank regards the company’s 2026 guidance—calling for organic sales growth and earnings per share below consensus—as the more telling signal.

The sharply lowered 2026 earnings outlook may temper near-term risk, particularly over the next couple of quarters. Persistent challenges, however, threaten to delay any meaningful volume inflection. North America volumes have fallen more than 3% year over year for 19 consecutive quarters. Kraft Heinz concentrates investments heavily in marketing, a lever that often takes considerable time to move consumer behavior.

If the true cost of reigniting growth proves higher than anticipated—as it has for peers such as General Mills—the bank warns that the company could find itself squeezed, with the dividend set to absorb nearly 80% of free cash flow this year.

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