By The Fly
Publication Date: 2026-05-15 13:45:00
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:
-
HSBC upgraded Cisco (CSCO) to Buy from Hold with a price target of $137, up from $77. The company reported a “modest” beat in fiscal Q3, but new AI orders reset the growth debate as management expects FY27 AI revenue of at least $6B, implying about 50% year-over-year growth, the firm tells investors.
-
RBC Capital upgraded Texas Roadhouse (TXRH) to Outperform from Sector Perform with a price target of $210, up from $180. The firm sees potential for beef prices to be “less unfavorable” for Texas Roadhouse, driving upside to out-year margin expectations.
-
Raymond James upgraded Arista Networks (ANET) to Outperform from Market Perform with a $164 price target. The company’s sales growth will improve in 2027 and beyond as it expands into new applications like scale-across and gains share…