🌎 Oracle Upgraded, Robinhood Markets Upgraded, Fermi Initiated and more...

Ratings changes for Affirm, Robinhood Markets, Shopify, Fermi, SoFi Technologies, Western Digital, Canaan and more...Text "MarketBeat" to  68285  to get SMS breaking news alerts for stocks on your watchlist and other special reports.  Learn More. Unsubscribe. View My Portfolio February 9th, 2026     S&P Event Horizon warning (ad) Porter Stansberry says this bull market is past the "safe zone" and racing toward an event horizon — and in his urgent broadcast, he names three investments he believes could soar as America's financial system nears a breaking point.   Watch the full broadcast and see the three investments now Today's Top Stories 3 ETFs Designed to Survive the Next Market Crash By Nathan Reiff  |  February 9, 2026 07:23 AM From Quiet Compounder to 2026 Breakout? BSEM  (Ad) By Huge Alerts 3 Consumer Staples Stocks Breaking Out This Month By Dan Schmidt  |  February 9, 2026 06:44 AM Vertical Aerospace: Commercial Wins, Stock Price Lows By Jeffrey Neal Johnson  |  February 7, 2026 09:28 AM What's Changing Beneath Crypto Prices  (Ad) By Darwin Eli Lilly Booms, Then Busts: Stellar Guidance vs Hims Undercut By Leo Miller  |  February 6, 2026 04:45 PM McDonald's Earnings Could Cement Its Defensive Appeal By Chris Markoch  |  February 6, 2026 03:14 PM Quick Links Analyst RatingsMy MarketBeatAccount SettingsMarketBeat All AccessStock ListsStock ScreenerCalculatorsPremium ReportsBest Stocks to Buy in February AI Action Plan: Names to Sell Now (ad) President Trump's AI Action Plan sent tech stocks soaring, but here's what the media missed: Amazon, Microsoft, Google, and Meta will spend over $500 billion on AI this year. Their combined net income last year was just $309 billion. They're hemorrhaging cash in an AI arms race that may never live up to the hype. Tesla just missed earnings badly, with Elon Musk warning of rough quarters ahead. Winning the AI race could turn these hot names into losers. The risks aren't worth it. That's why I'm looking elsewhere, the same approach that's led me to 40+ picks that soared from 1,000% to 12,000%. I've found three undervalued companies positioned to profit from the AI Action Plan without the crushing spending burden, plus four popular stocks to consider selling immediately, starting with Nvidia.   Get my contrarian AI picks free in this broadcast Your Watchlist Your Watchlist You have not added any stocks to your watchlist. Click here to add stocks to your watchlist Analysts' Upgrades Ares Management (NYSE:ARES) was upgraded by analysts at Raymond James Financial, Inc. from a "market perform" rating to a "strong-buy" rating. They now have a $157.00 price target on the stock. This represents a 17.4% upside from the current price of $133.70. Cushman & Wakefield (NYSE:CWK) was upgraded by analysts at Wolfe Research from a "peer perform" rating to an "outperform" rating. They now have a $19.00 price target on the stock. This represents a 17.0% upside from the current price of $16.24. Green Plains (NASDAQ:GPRE) was upgraded by analysts at Stephens from an "equal weight" rating to an "overweight" rating. They now have a $17.00 price target on the stock, up previously from $10.00. This represents a 17.4% upside from the current price of $14.48. Robinhood Markets (NASDAQ:HOOD) was upgraded by analysts at Wolfe Research from a "peer perform" rating to an "outperform" rating. They now have a $125.00 price target on the stock. This represents a 44.5% upside from the current price of $86.51. Lumexa Imaging (NASDAQ:LMRI) was upgraded by analysts at Raymond James Financial, Inc. from an "outperform" rating to a "strong-buy" rating. They now have a $23.00 price target on the stock. This represents a 97.8% upside from the current price of $11.63. Medtronic (NYSE:MDT) was upgraded by analysts at Needham & Company LLC from a "hold" rating to a "buy" rating. They now have a $121.00 price target on the stock. This represents a 18.6% upside from the current price of $102.01. Oracle (NYSE:ORCL) was upgraded by analysts at DA Davidson from a "neutral" rating to a "buy" rating. They now have a $180.00 price target on the stock. This represents a 15.6% upside from the current price of $155.68. SoFi Technologies (NASDAQ:SOFI) was upgraded by analysts at Citizens Jmp from a "market perform" rating to an "outperform" rating. They now have a $30.00 price target on the stock. This represents a 41.6% upside from the current price of $21.19. Stellantis (NYSE:STLA) was upgraded by analysts at Wolfe Research from an "underperform" rating to a "peer perform" rating.The current price is $7.41. TPG (NASDAQ:TPG) was upgraded by analysts at Citizens Jmp from a "market perform" rating to an "outperform" rating. They now have a $75.00 price target on the stock. This represents a 35.9% upside from the current price of $55.17. View More Upgrades AI hyperscalers are hungry for more of this (ad) Eric Fry was one of the first to say sell Nvidia and buy a better AI hardware stock with less competition. Unlike Nvidia's customers turning into competitors, nobody's trying to manufacture what this company makes. AI hyperscalers are fighting to get more hardware from them, not replace them. This week, the hardware company Eric recommended posted its biggest jump in two decades. One of the major AI hyperscalers just struck a historic $6 billion deal with them. Even after the surge, Eric says the growth runway is limitless. A single data center uses enough of their components to circle the globe eight times over. With AI hyperscalers earmarking up to $3 trillion for data center buildout, this $6 billion deal is just the beginning. The stock is already outpacing Nvidia 25 to 1 this year.   See the AI hardware stock Eric says is just getting started Analysts' Downgrades AutoZone (NYSE:AZO) was downgraded by analysts at Robert W. Baird from an "outperform" rating to a "neutral" rating. They now have a $3,900.00 price target on the stock. This represents a 7.2% upside from the current price of $3,638.47. Ero Copper (NYSE:ERO) was downgraded by analysts at Bank of America Corporation from a "buy" rating to a "neutral" rating.The current price is $30.71. Kyndryl (NYSE:KD) was downgraded by analysts at JPMorgan Chase & Co. from an "overweight" rating to an "underweight" rating. They now have a $16.00 price target on the stock. This represents a 46.5% upside from the current price of $10.92. Li Auto (NASDAQ:LI) was downgraded by analysts at JPMorgan Chase & Co. from a "neutral" rating to an "underweight" rating. They now have a $14.00 price target on the stock. This represents a 23.8% downside from the current price of $18.37. Microsoft (NASDAQ:MSFT) was downgraded by analysts at Melius Research from a "buy" rating to a "hold" rating.The current price is $410.61. Oracle (NYSE:ORCL) was downgraded by analysts at Melius Research from a "buy" rating to a "hold" rating.The current price is $155.68. RenaissanceRe (NYSE:RNR) was downgraded by analysts at Citigroup Inc. from a "buy" rating to a "neutral" rating. They now have a $328.00 price target on the stock. This represents a 10.8% upside from the current price of $296.03. United Community Banks (NYSE:UCB) was downgraded by analysts at Hovde Group from an "outperform" rating to a "market perform" rating. They now have a $38.00 price target on the stock. This represents a 4.8% upside from the current price of $36.27. Zions Bancorporation, N.A. (NASDAQ:ZION) was downgraded by analysts at Robert W. Baird from an "outperform" rating to a "neutral" rating. They now have a $65.00 price target on the stock. This represents a 0.5% downside from the current price of $65.31. View More Downgrades We're pulling the plug on NVDA (ad) Nvidia's biggest customers are now buying and selling chips to each other. That means, the virtual monopoly that fueled NVDA's $4 trillion market cap is OVER. If you currently own NVDA, here's a better alternative. Their competition is scarce, which puts them in a hugely advantageous spot. This supplier's stock has outperformed Nvidia's by 50X since July.   Click to get the full details on this urgent "Nvidia alternative" right here. Analysts' New Coverage Bioventus (NYSE:BVS) is now covered by analysts at Barrington Research. They set an "outperform" rating and a $13.00 price target on the stock. This represents a 51.1% upside from the current price of $8.61. Dave (NASDAQ:DAVE) is now covered by analysts at Keefe, Bruyette & Woods. They set an "outperform" rating on the stock.The current price is $192.38. Ericsson (NASDAQ:ERIC) is now covered by analysts at Morgan Stanley. They set an "equal weight" rating and a $11.00 price target on the stock. This represents a 2.0% downside from the current price of $11.23. Fermi (NASDAQ:FRMI) is now covered by analysts at Citizens Jmp. They set a "market outperform" rating and a $30.00 price target on the stock. This represents a 263.2% upside from the current price of $8.26. Marathon Digital (NASDAQ:MARA) is now covered by analysts at Morgan Stanley. They set an "underweight" rating and a $8.00 price target on the stock. This represents a 2.3% downside from the current price of $8.19. Nokia (NYSE:NOK) is now covered by analysts at Morgan Stanley. They set an "overweight" rating and a $8.00 price target on the stock. This represents a 13.9% upside from the current price of $7.03. Palomar (NASDAQ:PLMR) is now covered by analysts at Evercore ISI. They set an "outperform" rating and a $150.00 price target on the stock. This represents a 18.5% upside from the current price of $126.55. QuickLogic (NASDAQ:QUIK) is now covered by analysts at Lake Street Capital. They set a "buy" rating and a $10.00 price target on the stock. This represents a 39.7% upside from the current price of $7.16. Terns Pharmaceuticals (NASDAQ:TERN) is now covered by analysts at Leerink Partners. They set an "outperform" rating and a $58.00 price target on the stock. This represents a 58.9% upside from the current price of $36.51. Zura Bio (NASDAQ:ZURA) is now covered by analysts at Wedbush. They set an "outperform" rating and a $15.00 price target on the stock. This represents a 139.4% upside from the current price of $6.27. 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