By Michael Bloom
Publication Date: 2026-03-06 13:24:00
Here are the biggest calls on Wall Street on Friday: Baird upgrades Union Pacific to outperform from neutral Baird said investors should buy the weakness. “Overall, we remain constructive on the potential synergies associated with the transaction and believe investors should use weakness in the shares of UNP going forward to develop or increase exposure. Our new price targets for UNP and NSC are $311 and $315, respectively. In addition, we are raising our rating on UNP to OUTPERFORM.” CFRA upgrades Netflix to buy from hold The firm said it sees revenue growth. “As the industry leader, we see NFLX driving member growth, ARPU expansion with pricing power, and advertising contribute to incremental revenue growth in 2026, perhaps $1.5B to $3.0B.” Read more. Barclays upgrades First Advantage to overweight from equal weight Barclays says the background check company benefits from a resilient job market. “We upgrade FA to an OW, and prefer it as our way to dip into potential ‘upside’ if employment stays resilient.” Wells Fargo reiterates Intel as equal weight Wells says it’s adding a “tactical positive call” to the stock. “Continued reassurance in Intel’s roadmap execution + PC and server CPU demand could present a more compelling risk / reward.” BMO upgrades Okta to outperform from market perform The firm says the company has “revenue growth durability.” “We believe identity management is critical for agent adoption, and we think Okta will be one of the companies that nurtures,…
