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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:

Barclays upgraded Oscar Health(OSCR) to Overweight from Equal Weight with a price target of $35, up from $30. The firm says that with "single-line exposure" to the individual Affordable Care Act market, Oscar offers the "most direct leverage to a potential multi-year multiple re-rating." Evercore ISI upgraded Devon Energy(DVN) to Outperform from In Line with a $54 price target. The better-than-expected mid-month update underscores not just improving capital efficiency, but also a "surprise, explicit comment on the portfolio review, with the key word being 'expeditiously'," the firm tells investors. JPMorgan upgraded Illumina (ILMN) to Overweight from Neutral with a price target of $185, up from $125. JPMorgan cites Illumina's customer "stickiness" and its favorable recent customer survey for the upgrade. UBS upgraded BorgWarner (BWA) to Buy from Neutral with a price target of $95, up from $61. The company is the best positioned auto supplier to benefit from non-auto opportunities, the firm tells investors in a research note. UBS upgraded Cava Group(CAVA) to Buy from Neutral with a price target of $90, up from $85. The company offers an attractive same-store-sales catalyst path with industry-leading unit growth, the firm tells investors in a research note.

Top 5 Downgrades:

RBC Capital downgraded Nike (NKE) to Sector Perform from Outperform with a price target of $50, down from $70. While the company's turnaround under CEO Elliott Hill is making progress, it is "slower and narrower" than expected, the firm tells investors in a research note. Guggenheim downgraded Nuvalent (NUVL) to Neutral from Buy with a price target of $124, down from $151, citing the proposed acquisition by GSK (GSK) for $124 per share in an all-cash transaction. UBS, TD Cowen, Barclays, and Truist also downgraded Nuvalent to Neutral-equivalent ratings. Berenberg downgraded Nutrien (NTR) to Hold from Buy with a price target of $65, up from $61. The company is likely to deliver another year of solid earnings, but the firm is concerned that consensus estimates "will continue to anchor on earnings levels that remain above mid-cycle." Wolfe Research downgraded Taylor Morrison(TMHC) to Peer Perform from Outperform without a price target following the announced acquisition by Berkshire Hathaway (BRK.A) for $72.50 per share. Truist downgraded Bill (BILL) to Hold from Buy with a price target of $35, down from $45. The firm finds it increasingly unlikely that a software-as-a-service company like Bill will be acquired given the uncertainty caused by AI.

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Top 5 Initiations:

Bernstein initiated coverage of Honeywell (HON) with a Market Perform rating and $233 price target. While the firm thinks the spinoff of Honeywell Aerospace is "the right strategic move" for the company to re-focus on its automation core, it adds that the remaining business units are distinct types of automation without significant technology and customer overlap. Bernstein also started coverage of Rockwell Automation (ROK) and Carrier Global (CARR) with Market Perform ratings. Bernstein initiated coverage of Vertiv (VRT) with an Outperform rating and $416 price target. The firm says cites the company's "robust earnings power" for the Outperform rating. Bernstein also started coverage of Emerson (EMR), Trane (TT) and Johnson Controls (JCI) with Outperform ratings. Bernstein initiated coverage of 3M (MMM) with an Underperform rating and $131 price target. While the analyst thinks 3M leadership have done "a great job unlocking value with the transformation so far," the firm also worries that re-igniting the innovation engine will be "harder than expected" and adds that PFAS liabilities "refuse to disappear." Piper Sandler initiated coverage of SharkNinja (SN) with an Overweight rating and $150 price target. The company has an "impressive track record" of new innovations through both product launches and category expansions, the firm tells investors in a research note. Morgan Stanley initiated coverage of Blackstone Digital (BXDC) with an Equal Weight rating and $23 price target. The company offers exposure to a "large and growing" data center market, but its return profile is "highly dependent" on capital markets execution and acquisition discipline, the firm tells investors in a research note.

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Investing.com -- Bernstein initiated coverage of the U.S. multi-industrials and electrical equipment sector in a note on Wednesday, flagging Vertiv and nVent as its outperform-rated picks in data center power and cooling, with price targets implying 30% to 40% upside for each.

Analyst Varun Govindaraj said they "have real technical moats" and are well-positioned even as data center growth eventually tapers.

The initiations come as data center buildouts have "reweighed where capital is flowing" across the broader industrials landscape, Bernstein said.

Among HVAC names, Bernstein also initiated coverage of Trane Technologies and Johnson Controls at Outperform.

The firm described Trane as "great operators" well-integrated into the data center cooling landscape, while Johnson Controls was highlighted for a lean transformation "showing strong results" alongside near-term chiller tailwinds.

Carrier was rated Market-Perform, with Bernstein citing "multiple competing forces," including a positive data center outlook offset by a negative U.S. residential backdrop and mixed signals from its Viessmann business.

In automation, Bernstein rates Emerson Outperform, pointing to tailwinds in process automation and a favorable outlook for test and measurement. Rockwell Automation and Honeywell were both rated Market-Perform, with Bernstein saying Rockwell's story appears largely priced in, and calling Honeywell "still a 'show me' story."

Elsewhere, Bernstein rated Parker-Hannifin Outperform, calling it "an outstandingly well-run company," while assigning 3M an Underperform rating, citing concerns that its R&D engine remains impaired and that PFAS liabilities remain an overhang. Otis Worldwide was also initiated at Outperform.

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Quick Read

Tuesday's 'buy the dip' rally failed again, leaving the Nasdaq down 1% and S&P 500 lower, while bond yields pulled back from key resistance levels. Nike (NKE) was cut to Sector Perform at RBC with a $50 target, while STM was upgraded to Buy at Bank of America targeting $100. Oil dropped 3% as Iran peace optimism and increased Strait of Hormuz traffic drove selling, offering pump relief during the summer driving season. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Bill Holdings didn't make the cut. Grab the names FREE today.

Pre-Market Stock Futures:

Futures are trading lower after the stock market tried to take a cue from Monday's action, and things didn't work out quite as well on Tuesday. Once again, the market gapped open higher as the "Buy the dip" legions came in to ride what they thought would be another wave higher, only to once again see the gains reversed. This time, Monday's pattern repeated, but the damage was greater: two of the four major indices closed lower, with the Dow Jones Industrial Average, which was the only index to close lower on Monday, finishing the session higher at 50,871, up 0.17%. The small-cap-heavy Russell 2000 closed the day at 2,864, up 0.32%. The Nasdaq finished the day down 0.97% at 25,678, while the S&P 500 was last seen down 0.26% at 7,386.

Treasury Bonds:

Yields were down across the Treasury curve, as every time the long end gets over the 5% levels, and the 10-year trades above 4.50%, the buyers return. Part of this is a yield play, but another big factor is adding some insurance, and many see an inevitable big decline coming our way. Either way, when the dust settled on Tuesday, the 30-year-long bond closed the day at 5.01%, while the benchmark 10-year note was last seen at 4.53%. Today's report on the Consumer Price Index for May and Thursday's Producer Price Index print could shape how the bond market trades for the rest of the second quarter.

Oil and Gas:

Oil prices were down across the board on Tuesday, as hopes for an end to the war with Iran surged on positive comments from the president, plus reports indicating that traffic in the Strait of Hormuz has increased, all of which added to the selling pressure, which Americans are cheering as the busy summer driving season is underway. Brent Crude closed the day at $91.65, down 2.75%, while West Texas Intermediate was last seen at $88.51, down 3.06%. The final trade for Natural Gas was reported at $3.14, down 3.o2%.

Gold:

The precious metals had a tough day, as trading remained range-bound for both Gold and Silver. This comes as Paul Wong, Sprott's market strategist, reminded investors that rising debt and inflation will remain the wind in the sails of the precious metals complex, which, as we have noted, has traded range-bound since late February. Gold closed Tuesday's session at $4,259, down 1.61%, while the last trade for Silver was reported at $65.21, down a whopping 4.08%.

Story Continues

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Bill Holdings didn't make the cut. Grab the names FREE today.

Crypto:

Cryptocurrency markets declined on Tuesday, with Bitcoin trading near $62,500 after posting a roughly 1% loss over the past 24 hours. The broader digital asset market stayed under selling pressure as investors digested ongoing ETF outflows. Mid-week trading showed disappointing momentum, with crypto largely decoupling from a global rally in risk assets, which has run into a wall over the last two days. Although geopolitical tensions appeared to ease, concerns lingered about the prolonged streak of outflows from U.S. spot Bitcoin ETFs. At 8 AM EDT, Bitcoin traded at $62,030, while Ethereum traded at $1,659.

24/7 Wall St. reviews dozens of analyst research reports daily to identify new investment ideas for both investors and traders. Some of these daily analyst calls cover stocks to buy. Other calls cover stocks to sell or avoid. Remember that no single analyst call should ever be used as a basis to buy or sell a stock.

Here are some of the top Wall Street analyst upgrades, downgrades, and initiations seen on Wednesday, June 10, 2026.

Upgrades:

Cava Group (NYSE: CAVA) was upgraded to Buy from Neutral at UBS, which bumped the target price for the stock to $90 from $85. Entergy(NYSE: ETR) was upgraded to Outperform from In Line at Evercore ISI, which raised the target price for the utility giant to $121 from $115. GlobalFoundries (NASDAQ: GFS) was upgraded to Buy from Neutral at Arete, without a target price. Pfizer (NYSE: PFE) was upgraded to Sector Perform from Underperform at RBC Capital, with a $25 target price. STMicroelectronics (NYSE: STM) was raised to Buy from Neutral at Bank of America, which raised the target price for the shares to $100 from $83.

Downgrades:

BILL Holdings (NYSE: BILL) was cut to Hold from Buy at Truist, which dropped the target price for the stock to $35 from $45 Hess Midstream (NYSE: HESM) was cut to Underweight from Equal Weight at Morgan Stanley, which has a $38 target price. Nike (NYSE: NKE) was downgraded to Sector Perform from Outperform at RBC Capital, which cut the target price for the sports apparel and shoe giant to $50 from $70. Nuvalent (NASDAQ: NUVL) was downgraded to Hold from Buy at TD Cowen, which dropped the target price for the share to $124 from $140. Taylor Morrison(NYSE: TMHC) was downgraded to Peer Perform from Outperform at Wolfe Research, with a $72.50 target price. That is the amount Berkshire Hathaway is paying to acquire the company.

Initiations:

3M Company (NYSE: MMM) was initiated with an Underperform rating at Bernstein, with a $131 target price. HoneywellInternational (NYSE: HON) was started with a Market Perform rating at Berstein, with a $233 target price. Power Integrations (NASDAQ: POWI) was started with a Buy rating at Needham, with a $90 target price objective. SharkNinja (NYSE: SN) was initiated with an Overweight rating at Piper Sandler, with a $150 target price. Vertiv Holdings (NYSE: VRT) was started with an Outperform rating at Bernstein, and has a $416 target price for the stock.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Bill Holdings didn't make the cut. Grab the names FREE today.

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U.S. industrial and manufacturing stocks are seeing a massive price surge from the artificial intelligence (AI) data center boom. U.S. industrial firms are profiting immensely through increased demand for electrical grid equipment, advanced cooling systems, and specialized semiconductor packaging.

Demand for these products is likely to remain buoyant as four major hyperscalers raised their AI capital expenditure budget to $750 billion for 2026 from $670 billion estimated earlier. This figure is set to cross $1 trillion next year and is likely to rise further beyond 2027.

Here, we recommend five U.S. industrial stocks that have thrived in 2026 with more firepower in their cylinders supported by growing demand for AI-powered data center infrastructure products.

The stocks are: Caterpillar Inc. CAT, Modine Manufacturing Co. MOD, Quanta Services Inc. PWR, Comfort Systems USA Inc. FIX and Vertiv Holdings Co. VRT.

The chart below shows the price performance of the above-mentioned five stocks year to date.Zacks Investment Research

Image Source: Zacks Investment Research

Caterpillar Inc.

Caterpillar is gaining from rising AI data-center-related power demand. As big technology companies establish data centers globally to support their generative AI applications, CAT is witnessing robust order levels for reciprocating engines for data centers. The company is planning to double its output with a multi-year capital investment. CAT currently carries a Zacks Rank #3 (Hold).

CAT has also revised its target of growing Power Generation sales to more than 3.0X from the earlier stated 2.0X target by 2030. CAT announced another agreement to provide PROPWR up to 2.1 gigawatts of large gas generator sets for prime power generation in support of data center, oil and gas and industrial applications.

Caterpillar has an expected revenue and earnings growth rate of 13.2% and 29.4%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 7.8% in the last 30 days.

Modine Manufacturing Co.

Modine has emerged as one of the big beneficiaries of the AI infrastructure boom. As hyperscalers race to build AI-ready data centers, the need for advanced cooling solutions has become critical, and Modine is positioned to benefit from that.

For fiscal 2026, AI-powered data center sales grew 73% and exceeded $1.1 billion, highlighting the strength of demand from AI infrastructure customers. Moreover, MOD entered into a landmark agreement to supply more than $4 billion worth of cooling products between 2027 and 2029.

MOD expects AI data center revenues to grow 60-80% in fiscal 2027 and believes growth can remain between 50% and 70% beyond that. To support this demand, MOD is expanding its U.S. manufacturing footprint, with chiller production capacity expected to double by the end of fiscal 2027. MOD currently carries a Zacks Rank #3.

Story Continues

Modine has an expected revenue and earnings growth rate of 26.8% and 54%, respectively, for the current year (ending March 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 1.7% in the last seven days.

Quanta Services Inc.

Quanta Services’ mix across transmission and distribution, grid hardening, renewable integration and generation gives it multiple paths to participate as those plans become multi-year capital programs.

Surging AI-related power demand and expanding utility investments are driving data center project opportunities, making data centers a central pillar of PWR’s long-term growth strategy. PWR currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

PWR achieved a record total backlog of $48.5 billion as of March 31, 2026, providing a clear and durable runway for long-term growth. This record includes a 12-month backlog of $28.2 billion and remaining performance obligations of $26.2 billion. The Electric Power Infrastructure Services segment accounted for $40.1 billion of the total backlog.

PWR is heavily investing in deepening its vertical supply chain to offset the ongoing global uncertainties and rising inflation. The company expects to invest $500-$700 million over the next several years in power transformer manufacturing facilities and related strategy, which is intended to double transformer manufacturing capacity.

Quanta Services has an expected revenue and earnings growth rate of 21.5% and 29.7%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 6.2% over the last 60 days.

Comfort Systems USA Inc.

Comfort Systems operates primarily in the commercial and industrial heating, ventilation and air conditioning (HVAC) markets, and performs most of its services within manufacturing plants, office buildings, retail centers, apartment complexes, and healthcare, education and government facilities. FIX currently sports a Zacks Rank #1.

The data center boom, driven by AI, cloud computing, and high-performance computing, is fueling demand for specialized HVAC solutions from FIX. Cooling systems for these facilities should deliver precise and reliable performance, prompting investments in advanced technologies such as liquid cooling and modular units.

This segment is becoming a significant growth driver for FIX, offering high-margin growth and attracting M&A activity. HVAC firms with capabilities in precision cooling and energy-efficient infrastructure are well-positioned to capture share in this fast-expanding niche.

Comfort Systems USA has an expected revenue and earnings growth rate of 30.5% and 49.1%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 0.7% in the last seven days.

Vertiv Holdings Co.

Vertiv Holdings benefits from an extensive product portfolio, which spans thermal systems, liquid cooling, UPS, switchgear, busbar, and modular solutions. Buoyed by unprecedented data center growth, VRT is strategically expanding capacity to accelerate its AI-enabled pipeline.

VRT also benefited from the accelerating digital transformation driven by AI and data center demand. Acquisitions have also played a vital role, with Great Lakes enhancing IT systems and white space solutions, and Weeleay boosting service capabilities through real-time machine data analysis and predictive actions.

Vertiv’s partnership with NVIDIA Corp. (NVDA) is a key catalyst. VRT co-develops an 800-volt DC power architecture with NVIDIA, timed to align with the 2027 rollout of NVIDIA's Rubin Ultra platforms.

This keeps VRT one GPU generation ahead of evolving silicon architectures, ensuring that its infrastructure solutions remain relevant as rack power requirements scale toward and beyond the megawatt threshold. VRT currently carries a Zacks Rank #2 (Buy).

Vertiv Holdings has an expected revenue and earnings growth rate of 34.4% and 51.4%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 3.1% in the last 60 days.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

Caterpillar Inc. (CAT) : Free Stock Analysis Report

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This article originally published on Zacks Investment Research (zacks.com).

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Bleeker weist Ciena (CIEN) als ein wichtiger Bestandteil des TCAI aus, dessen Aktien im Laufe des Jahres um mehr als das Doppelte gestiegen sind, da die Nachfrage nach hochkapazitäten optischen Netzwerkschaltungen steigt. Constellation Energy (CEG) und Vertiv (VRT) bilden den Grundstock für TCAIs Power- und Kühlungsexpositionen, indem sie sich auf die Elektrizität und Wärmeengpässe konzentrieren, die das Wachstum von AI-Datenzentren behindern. TCAI ist im Laufe des Jahres um 85% gestiegen, da es sich auf die Unternehmen konzentriert, die für die Versorgung der Datenzentren mit Strom verantwortlich sind, und zwar bis zu 12% des gesamten US-Elektrizitätsbedarfs bis 2028. Der Analyst, der NVIDIA 2010 richtig vorhergesagt hat, hat seine Top-10-Aktien für 2026 benannt. Sie können sie hier kostenlos erhalten.

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COMPUTEX 2026 findet in Taipei, Taiwan statt. Der Nvidia-CEO Jensen Huang wird am Montag, den 1. Juni, um 11 Uhr Ortszeit (Sonntag, den 31. Mai, um 23 Uhr ET) eine Keynote halten. Während des COMPUTEX 2024 stieg der Nvidia-Aktienkurs um 10,4 %, während der S&P 500 um 1,4 % zulegte. ...

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Der S&P 500 ist der beste Benchmark für das gesamte US-amerikanische Aktienmarkt. Im Durchschnitt erzielte der Index über die letzten 20 Jahre ohne Dividenden einen Rückgang von 9,3 %. Wall Street Analysten erwarten jedoch eine Steigerung um 14,7 % in den nächsten Jahren. Der S&P 500 ist stark auf Technologieaktien ausgerichtet. Die fünf größten Positionen im Index sind Nvidia (8%), Apple (7,1%), Alphabet (6,2%), Microsoft (4,9%) und Amazon (4,1%).

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Großwerte haben oft das Problem, dass ihre Größe Wachstum behindert. Wir stellen zwei solcher Unternehmen vor, die trotzdem noch viel Potenzial haben, und einen, bei dem die Angebote bereits erschöpft sind. Ein Großwert, den man verkaufen sollte: CVS Health (CVS) mit einem Marktwert von 118,6 Milliarden US-Dollar. Es gibt über 9.000 Apotheken in Amerika, die als Gesundheitsdestinationen dienen. Warum gibt uns CVS Pause? Die hohe Umsatzbasis macht es schwierig, den Verkauf schnell zu erhöhen. Der jährliche Umsatzwachstum von 6,3% über die letzten zwei Jahre war unter unseren Standards für das Gesundheitssektor. Die Umsätze werden in den nächsten 12 Monaten stagnieren, da die Nachfrage nachlässt. Die Gewinn pro Aktie fiel um 1,5% jährlich über die letzten fünf Jahre, während der Umsatz wuchs. Das zeigt, dass die zusätzlichen Verkäufe viel weniger rentabel waren.

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Die Markenunsicherheit hat sich am Donnerstag deutlich verringert, als der CBOE-Volatilitätsindex (VIX) unter die wichtige 16-Einheit fiel und einen Intraday-Tiefststand von 15,73 erreichte. Dies ist der niedrigste Wert seit dem 23. Januar.

Die verbesserte Investor-Stimmung folgte den Berichten über ein angebliches Abkommen zwischen den USA und Iran, obwohl Präsident Donald Trump noch die endgültige Genehmigung benötigt, bevor das Abkommen offiziell wird.

Die Verringerung der Unsicherheit half dabei, einen weiteren Rally in Aktien zu fördern. Der Benchmark-S&P 500 stieg um 0,4 % während des Tages und erreichte frische Allzeithöhen. Der Index drang über die 7.500-Einheit zurück und erreichte einen Intraday-Hoch von 7.556,52, als Händler weiterhin in Risikopositionen investierten, da geopolitische Sorgen sich verringerten und Markentrust abnahm.

Die folgenden 20 besten S&P-500-Aktien des Jahres 2026 sind aufgeführt:

• Sandisk Corp (SNDK) +607,32 % YTD
• Micron Technology (MU) +229,81 % YTD
• Intel Corp (INTC) +226,15 % YTD
• Seagate Technology (STX) +220,76 % YTD
• Western Digital (WDC) +212,30 % YTD

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Serve Robotics Inc. SERV erlebt eine stärkere Traction durch DoorDash, wodurch das Unternehmen einen Nachfrage-Seitigen Hebel erhält, während es daran arbeitet, die Produktivität seiner im Einsatz befindlichen Roboter zu verbessern.

Im ersten Quartal 2026 hob das Unternehmen eine schnellere Wachstumsrate der Liefervolumina mit DoorDash gegenüber anderen Partnern hervor. Die Zahl der Händler von DoorDash hat sich seit Beginn 2026 um etwa 6-fach erhöht, wodurch die potenzielle Bestellbasis für den autonomen Liefernetzwerk von Serve Robotics erhöht wird.

Diese Aktualisierung kommt als SERV seine kurzfristige Fokussierung vom Aufbau der Flotte auf die Auslastung ändert. Das Unternehmen deployt in der ersten Hälfte 2026 keine zusätzlichen Gehweg-Roboter und konzentriert sich stattdessen auf operative Wachstum und Effizienz innerhalb seiner bestehenden Roboterbasis. Schlüsselinitsiativen umfassen die Aktivierung von mehr Händlern, die Integration weiterer Lieferplattformen, den Ausbau der Abdeckung über Städte und Viertel sowie das Betreiben mehr Roboter pro Tag.

Die wachsende Zahl der Händler von DoorDash könnte diese Strategie unterstützen, indem sie die Nachfrage-Dichte innerhalb der Betriebszonen von SERV verbessern. Eine höhere Verfügbarkeit von Händlern kann dazu beitragen, die Leerzeit zu reduzieren, die Routen-Konzentration zu verbessern und den Umsatz pro Roboter und pro Betriebsstunde zu erhöhen. Dies ist für SERV wichtig, da das Unternehmen seine operativen Fokus auf die Qualität des Umsatzes, die Produktivität der Lieferstunden und eine stärkere operative Wirkung verschiebt.

Für SERV ändert sich durch den Durchbruch von DoorDash nicht die Ausführungs-Herausforderung, aber es gibt dem Unternehmen einen größeren Nachfragepool zur Verfügung. Wenn die Bestell-Dichte in den bedienten Märkten verbessert wird, könnte der Kanal von DoorDash zu einem bedeutenderen Beitrag für die Produktivitäts- und Monetarisierungsziele von SERV im Jahr 2026 werden.