Netflix upgraded, Carvana downgraded: Wall Street's top analyst calls

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The Fly

Mon, April 6, 2026 astatine 8:54 AM CDT 3 min read

The astir talked astir and marketplace moving probe calls astir Wall Street are present successful 1 place. Here are today's probe calls that investors request to know, arsenic compiled by The Fly.

Top 5 Upgrades:

Goldman Sachs upgraded Netflix (NFLX) to Buy from Neutral with a terms people of $120, up from $100, which offers 26% upside from existent levels up of the Q1 net report. Goldman sees a much affirmative risk/reward with the banal down 18% successful the past six months.
Jefferies upgraded Twilio (TWLO) to Buy from Hold with a terms people of $160, up from $125. Jefferies cites its greater condemnation successful the relation Twilio volition play successful the dependable AI tech stack for the upgrade.
Piper Sandler upgraded Tyson Foods (TSN) to Overweight from Neutral with a terms people of $75, up from $61. The steadfast says the "competitive disruptions" successful beef and chickenhearted are imaginable upside catalysts to Tyson's 2nd fractional of fiscal 2026 and archetypal fractional of fiscal 2027 earnings.
Jefferies upgraded Boot Barn (BOOT) to Buy from Hold with an unchanged terms people of $195. The stock's valuation has "meaningfully reset," portion the company's execution and underlying request trends stay intact, the steadfast tells investors successful a probe note.
Jefferies upgraded Kratos Defense (KTOS) to Buy from Hold with an $85 terms target. A $14B accidental pipeline that includes Prometheus and Hypersonics successful Kratos Government Solutions could thrust a greater than 30% compound yearly maturation complaint successful gross to $2.4B successful 2028, the steadfast tells investors.

Top 5 Downgrades:

BofA downgraded Carvana (CVNA) to Neutral from Buy with a terms people of $360, down from $400. The steadfast says that with the caller spike successful lipid prices pressuring little and mediate income consumers, and two-year rates "moving successful the other direction," Carvana's risk/reward is much balanced heading into 2026.
Melius Research downgraded Sprouts Farmers Market (SFM) to Sell from Hold with a terms people of $70, down from $75. The steadfast sees hazard to the company's postulation and margins not gathering expectations.
Jefferies downgraded Las Vegas Sands (LVS) to Hold from Buy with a terms people of $61, down from $72. The steadfast sees hazard that adjusted EBITDA maturation underperforms expectations with Las Vegas Sands' accrued propulsion into premium mass.
Deutsche Bank downgraded Avis Budget (CAR) to Hold from Buy with a $128 terms target. The steadfast says the downgrade is "purely cardinal successful nature."
BofA downgraded Dow Inc. (DOW) and LyondellBasell (LYB) to Underperform and Westlake (WLK) to Neutral pursuing beardown year-to-date stock terms show driven by what it believes to beryllium "unsustainable marketplace tailwinds."