🌎 International Business Machines Upgraded, Oracle Upgraded, Prudential Financial Downgraded and more...

🌎 International Business Machines Upgraded, Oracle Upgraded, Prudential Financial Downgraded and more... Ratings changes for First Solar, Tempus AI, CoStar Group, Enphase Energy, Cipher Mining, Shoals Technologies Group, Workday 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 25TH, 2026 The “quiet” gold ticker most traders scroll past (ad)You’ve seen this movie before. A tiny gold name shows up… Most people shrug… Then one specific detail starts pulling traders in. Q-Gold Resources (TSXV: QGR; OTCQB: QGLDF) has an Oregon project that isn’t a blank-map gamble. CHECK OUT: 4 REASONS TRADERS ARE WATCHING THIS LITTLE-KNOWN GOLD COMPANY RIGHT Today's Top Stories The AI Land Grab: Why SMCI's Drop Is Your Gain BY JEFFREY NEAL JOHNSON  |  FEBRUARY 25, 2026 08:21 AM Silver records prices are great. Monthly income is better  (Ad) BY INVESTORS ALLEY Kratos Defense & Security Solutions Stock Poised for Acceleration BY THOMAS HUGHES  |  FEBRUARY 25, 2026 07:19 AM Archer’s Lawsuit Tests Vertical Aerospace’s Cash Runway, Not Just Its Design BY JEFFREY NEAL JOHNSON  |  FEBRUARY 24, 2026 04:31 PM Introducing “Elon Musk’s Day-One Retirement Plan”  (Ad) BY BROWNSTONE RESEARCH Radioactive Returns: Geopolitics and AI Fuel a Nuclear Supercycle BY JEFFREY NEAL JOHNSON  |  FEBRUARY 24, 2026 02:16 PM Palantir Just Opened a New DoD Door—What Changes Now? BY CHRIS MARKOCH  |  FEBRUARY 24, 2026 09:37 AM Quick Links Analyst RatingsMy MarketBeatAccount SettingsMarketBeat All AccessStock ListsStock ScreenerCalculatorsPremium ReportsBest Stocks to Buy in FebruaryAI spending is accelerating — but leadership is changing (ad)The AI story is changing. After a year dominated by headlines and valuation expansion, investors are now focused on who is actually monetizing AI at scale. Recent earnings and enterprise spending trends show AI budgets moving from experimentation to deployment. Companies are prioritizing infrastructure, data, and real use cases. The market is rewarding revenue traction, not promises. A new report identifies nine AI companies aligned with this next phase, businesses benefiting from sustained infrastructure spending, enterprise adoption, and recurring AI-driven revenue. REVIEW THE FULL REPORT ON WHERE AI DOLLARS ARE ACTUALLY FLOWING NOW. Your Watchlist MANAGE YOUR WATCHLIST AND MONITOR YOUR PORTFOLIO   Apple Inc. (AAPL) $271.59 -0.55 (-0.20%)  As of 2/25/2026 9:41 AM ET Spain's antitrust watchdog says Apple, Amazon took too long to refine anti-competitive contracts 2/25 - REUTERSVanguard Personalized Indexing Management LLC Acquires 116,960 Shares of Apple Inc. $AAPL 2/25 - MARKETBEATMichael Saylor defends bitcoin's plunge by comparing it to Apple's 'valley of despair,' which preceded a huge rebound 2/25 - BUSINESSINSIDERPilgrim Partners Asia Pte Ltd Buys New Position in Apple Inc. $AAPL 2/25 - MARKETBEATWhy Apple Stock Ascended Today 2/25 - FOOL   Amazon.com, Inc. (AMZN) $209.99 +1.43 (+0.69%)  As of 2/25/2026 9:41 AM ET CEO Douglas J. Herrington sold 6,835 shares of the business's stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.82, for a total value of $1,406,779.70. Following the completion of the sale, the chief executive officer owned 522,361 shares in the company, valued at approximately $107,512,341.02. The trade was a 1.29% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. VP Shelley Reynolds sold 2,695 shares of the stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $205.90, for a total transaction of $554,900.50. Following the sale, the vice president owned 119,780 shares of the company's stock, valued at approximately $24,662,702. This trade represents a 2.20% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. CEO Andrew R. Jassy sold 19,872 shares of the stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $205.18, for a total transaction of $4,077,336.96. Following the completion of the sale, the chief executive officer owned 2,238,118 shares in the company, valued at approximately $459,217,051.24. This represents a 0.88% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. CEO Matthew S. Garman sold 17,751 shares of the business's stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $205.22, for a total transaction of $3,642,860.22. Following the transaction, the chief executive officer directly owned 9,405 shares in the company, valued at $1,930,094.10. The trade was a 65.37% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. SVP David Zapolsky sold 7,100 shares of the business's stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $205.35, for a total transaction of $1,457,985.00. Following the sale, the senior vice president owned 51,839 shares in the company, valued at approximately $10,645,138.65. The trade was a 12.05% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. SVP David Zapolsky sold 10,649 shares of the firm's stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $205.43, for a total value of $2,187,624.07. Following the completion of the transaction, the senior vice president directly owned 41,190 shares in the company, valued at $8,461,661.70. This trade represents a 20.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Wells Fargo Reiterates Overweight Rating for Amazon (AMZN) as AI Compute Demand Doubles 2/25 - MSNAmazon (AMZN) Tops Walmart With $716.9 Billion in Annual Revenue 2/25 - YAHOOBest credit card deals of the week 2/25 - YAHOOHas Competition Permanently Changed MercadoLibre's Economics? 2/25 - FOOLHere's the 1 Stock Hedge Funds Are Buying Hand Over Fist 2/25 - FOOL   Alphabet Inc. (GOOGL) $312.20 +1.30 (+0.42%)  As of 2/25/2026 9:41 AM ET Alphabet Inc. $GOOGL Shares Sold by Versor Investments LP 2/25 - MARKETBEATWesbanco Bank Inc. Has $91.71 Million Stock Holdings in Alphabet Inc. $GOOGL 2/25 - MARKETBEATRussia fines Google for distributing VPN services, TASS reports 2/25 - YAHOOGoogle disrupts Chinese-linked hackers that attacked 53 groups globally 2/25 - REUTERSRussia fines Google for distributing VPN services, TASS reports 2/25 - REUTERS   Meta Platforms, Inc. (META) $646.74 +7.44 (+1.16%)  As of 2/25/2026 9:41 AM ET CFO Susan J. Li sold 18,789 shares of the stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $650.00, for a total transaction of $12,212,850.00. Following the sale, the chief financial officer owned 68,888 shares in the company, valued at approximately $44,777,200. This trade represents a 21.43% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Waycross Partners LLC Has $60.19 Million Stock Position in Meta Platforms, Inc. $META 2/25 - MARKETBEATWoman suing Meta, YouTube over social media addiction takes the stand at trial 2/25 - REUTERSMeta Platforms stock: Is META underperforming the communication services sector? 2/25 - MSNSyon Capital LLC Boosts Stock Position in Meta Platforms, Inc. $META 2/25 - MARKETBEATSusan Li Sells 18,789 Shares of Meta Platforms (NASDAQ:META) Stock 2/25 - INSIDERTRADES   Microsoft Corporation (MSFT) $393.30 +4.30 (+1.10%)  As of 2/25/2026 9:41 AM ET Structured Launches AI-Native Partner Marketing Execution Platform; Microsoft Deploys Globally 2/25 - BUSINESSWIREMicrosoft, KLA And A Basic Materials Stock On CNBC's 'Final Trades' 2/25 - BENZINGAMicrosoft Corporation $MSFT Shares Purchased by TD Waterhouse Canada Inc. 2/25 - MARKETBEATTrending tickers: Nvidia, AMD, HP, Diageo and Aston Martin 2/25 - YAHOOStrategic Advisors LLC Has $36.86 Million Holdings in Microsoft Corporation $MSFT 2/25 - MARKETBEAT MANAGE YOUR WATCHLIST Analysts' Upgrades Enphase Energy (NASDAQ:ENPH) was upgraded by Jefferies Financial Group Inc. from "hold" to "buy". They now have a $57.00 price target on the stock, up from $42.00. This represents a 13.2% upside from the current price of $50.33.International Business Machines (NYSE:IBM) was upgraded by UBS Group AG from "sell" to "neutral". They now have a $236.00 price target on the stock. This represents a 1.7% upside from the current price of $231.99.Iovance Biotherapeutics (NASDAQ:IOVA) was upgraded by Citizens Jmp from "market perform" to "market outperform". They now have a $5.00 price target on the stock. This represents a 19.9% upside from the current price of $4.17.Lincoln National (NYSE:LNC) was upgraded by Wells Fargo & Company from "equal weight" to "overweight". They now have a $48.00 price target on the stock, up from $41.00. This represents a 33.8% upside from the current price of $35.88.Neptune Insurance (NYSE:NP) was upgraded by Mizuho from "underperform" to "neutral". They now have a $24.00 price target on the stock, down from $26.00. This represents a 17.5% upside from the current price of $20.42.Oracle (NYSE:ORCL) was upgraded by Oppenheimer Holdings, Inc. from "market perform" to "outperform". They now have a $185.00 price target on the stock. This represents a 24.9% upside from the current price of $148.12.Principal Financial Group (NYSE:PFG) was upgraded by Wells Fargo & Company from "underweight" to "equal weight". They now have a $91.00 price target on the stock, up from $85.00. This represents a 3.9% downside from the current price of $94.72.Shoals Technologies Group (NASDAQ:SHLS) was upgraded by BNP Paribas Exane from "underperform" to "neutral". They now have a $9.00 price target on the stock. This represents a 23.5% upside from the current price of $7.29.Trex (NYSE:TREX) was upgraded by Loop Capital from "hold" to "buy". They now have a $53.00 price target on the stock, up from $45.00. This represents a 22.4% upside from the current price of $43.30. VIEW MORE UPGRADES Now That the Shutdown Is Over, Here’s Where Attention Is Shifting (ad)Get the Signals People Wish They Saw Sooner Market Maven Insights tracks under-the-radar small-cap names and sector momentum in real time—so you’re not always reacting late. JOIN FREE — START GETTING BETTER INSIGHTS Analysts' Downgrades Evolent Health (NYSE:EVH) was downgraded by KeyCorp from "overweight" to "sector weight".The current price is $2.72.FOX (NASDAQ:FOXA) was downgraded by Bank of America Corporation from "buy" to "underperform". They now have a $45.00 price target on the stock. This represents a 16.2% downside from the current price of $53.71.Grocery Outlet (NASDAQ:GO) was downgraded by Wells Fargo & Company from "overweight" to "equal weight". They now have a $10.50 price target on the stock, down from $16.00. This represents a 7.6% upside from the current price of $9.76.Kinsale Capital Group (NYSE:KNSL) was downgraded by BMO Capital Markets from "market perform" to "underperform". They now have a $348.00 price target on the stock. This represents a 6.2% downside from the current price of $371.01.Kroger (NYSE:KR) was downgraded by Wells Fargo & Company from "overweight" to "equal weight". They now have a $68.00 price target on the stock, down from $70.00. This represents a 0.7% downside from the current price of $68.50.ONEOK (NYSE:OKE) was downgraded by Wolfe Research from "outperform" to "peer perform".The current price is $81.08.Prudential Financial (NYSE:PRU) was downgraded by Wells Fargo & Company from "equal weight" to "underweight". They now have a $103.00 price target on the stock, down from $115.00. This represents a 2.6% upside from the current price of $100.41.Ryan Specialty (NYSE:RYAN) was downgraded by BMO Capital Markets from "outperform" to "market perform". They now have a $43.00 price target on the stock, down from $66.00. This represents a 11.5% upside from the current price of $38.56.Molson Coors Beverage (NYSE:TAP) was downgraded by Bank of America Corporation from "neutral" to "underperform". They now have a $42.00 price target on the stock, down from $50.00. This represents a 13.5% downside from the current price of $48.58.Workday (NASDAQ:WDAY) was downgraded by TD Cowen from "buy" to "hold". They now have a $155.00 price target on the stock. This represents a 28.0% upside from the current price of $121.09.Workday (NASDAQ:WDAY) was downgraded by Evercore Inc from "outperform" to "inline". They now have a $160.00 price target on the stock. This represents a 32.1% upside from the current price of $121.09. VIEW MORE DOWNGRADES These Small Caps Just Hit Critical Inflection Levels (ad)See Where Market Pressure Is Building First Market Crux tracks inflection zones and early tension points across small caps. These signals often appear before the first fast move. GET FREE ALERTS — FOLLOW THE PRESSURE POINTS Analysts' New Coverage Alumis (NASDAQ:ALMS) is now covered by Stifel Nicolaus. They set a "buy" rating and a $44.00 price target on the stock. This represents a 50.7% upside from the current price of $29.20.Southport Acquisition (NYSE:ANGX) is now covered by B. Riley Financial, Inc.. They set a "buy" rating and a $7.00 price target on the stock. This represents a 107.7% upside from the current price of $3.37.Aura Minerals (NASDAQ:AUGO) is now covered by JPMorgan Chase & Co.. They set an "overweight" rating and a $105.00 price target on the stock. This represents a 25.6% upside from the current price of $83.59.Burke & Herbert Financial Services (NASDAQ:BHRB) is now covered by DA Davidson. They set a "neutral" rating and a $75.00 price target on the stock. This represents a 14.1% upside from the current price of $65.76.BioAge Labs (NASDAQ:BIOA) is now covered by Oppenheimer Holdings, Inc.. They set an "outperform" rating and a $60.00 price target on the stock. This represents a 166.3% upside from the current price of $22.54.Baker Hughes (NASDAQ:BKR) is now covered by Johnson Rice. They set a "buy" rating and a $68.00 price target on the stock. This represents a 4.0% upside from the current price of $65.39.Baldwin Insurance Group (NASDAQ:BWIN) is now covered by TD Cowen. They set a "buy" rating on the stock.The current price is $17.00.CB Financial Services (NASDAQ:CBFV) is now covered by DA Davidson. They set a "buy" rating and a $43.00 price target on the stock. This represents a 24.0% upside from the current price of $34.69.Community Financial System (NYSE:CBU) is now covered by DA Davidson. They set a "neutral" rating and a $72.00 price target on the stock. This represents a 12.8% upside from the current price of $63.86.Ceva (NASDAQ:CEVA) is now covered by UBS Group AG. They set a "buy" rating and a $27.00 price target on the stock. This represents a 28.6% upside from the current price of $21.00.Eagle Financial Services (NASDAQ:EFSI) is now covered by DA Davidson. They set a "neutral" rating and a $43.00 price target on the stock. This represents a 15.7% upside from the current price of $37.18.Equillium (NASDAQ:EQ) is now covered by Stifel Nicolaus. They set a "buy" rating and a $5.00 price target on the stock. This represents a 163.2% upside from the current price of $1.90.First Bank (NASDAQ:FRBA) is now covered by DA Davidson. They set a "neutral" rating and a $18.00 price target on the stock. This represents a 7.8% upside from the current price of $16.69.Fulton Financial (NASDAQ:FULT) is now covered by DA Davidson. They set a "neutral" rating and a $24.00 price target on the stock. This represents a 12.6% upside from the current price of $21.31.Galaxy Digital (NASDAQ:GLXY) is now covered by Citigroup Inc.. They set a "neutral" rating and a $25.00 price target on the stock. This represents a 12.1% upside from the current price of $22.30.Hasbro (NASDAQ:HAS) is now covered by BNP Paribas Exane. They set an "outperform" rating and a $118.00 price target on the stock. This represents a 17.9% upside from the current price of $100.11.Century Therapeutics (NASDAQ:IPSC) is now covered by TD Cowen. They set a "buy" rating on the stock.The current price is $2.27.Live Nation Entertainment (NYSE:LYV) is now covered by Wells Fargo & Company. They set an "overweight" rating and a $204.00 price target on the stock. This represents a 27.4% upside from the current price of $160.07.Merck & Co., Inc. (NYSE:MRK) is now covered by Royal Bank Of Canada. They set an "outperform" rating and a $142.00 price target on the stock. This represents a 13.8% upside from the current price of $124.77.NBT Bancorp (NASDAQ:NBTB) is now covered by DA Davidson. They set a "buy" rating and a $54.00 price target on the stock. This represents a 20.9% upside from the current price of $44.68.Ovintiv (NYSE:OVV) is now covered by JPMorgan Chase & Co.. They set an "overweight" rating and a $58.00 price target on the stock. This represents a 15.9% upside from the current price of $50.06.Palisade Bio (NASDAQ:PALI) is now covered by Stifel Nicolaus. They set a "buy" rating and a $5.00 price target on the stock. This represents a 168.1% upside from the current price of $1.87.Provident Financial Services (NYSE:PFS) is now covered by DA Davidson. They set a "neutral" rating and a $25.00 price target on the stock. This represents a 14.9% upside from the current price of $21.77.Q32 Bio (NASDAQ:QTTB) is now covered by HC Wainwright. They set a "buy" rating and a $13.00 price target on the stock. This represents a 185.8% upside from the current price of $4.55.S&T Bancorp (NASDAQ:STBA) is now covered by DA Davidson. They set a "neutral" rating and a $47.00 price target on the stock. This represents a 7.7% upside from the current price of $43.64.WesBanco (NASDAQ:WSBC) is now covered by DA Davidson. They set a "buy" rating and a $44.00 price target on the stock. This represents a 22.7% upside from the current price of $35.85.WSFS Financial (NASDAQ:WSFS) is now covered by DA Davidson. They set a "neutral" rating and a $74.00 price target on the stock. This represents a 12.5% upside from the current price of $65.79. 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