Dollar General downgraded, Dollar Tree upgraded: Wall Street’s top analyst calls

Dollar General downgraded, Dollar Tree upgraded: Wall Street’s top analyst calls

The Fly

Tue, February 17, 2026 at 11:43 PM GMT+9 4 min read

In this article:

•                                       StockStory Top Pick 
  

  NFLX

  -1.66%

  SHOP

  -0.98%

 DLTR  

 +1.56%  

 

 

 COP  

 -2.36%  

 

 

 AVAV  

 +5.39%  

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: **

Rothschild & Co Redburn upgraded **Dollar Tree** (DLTR) to Buy from Neutral with a price target of $165, up from $75. The firm views the company's 12% earnings growth outlook as attractive at the stock's current valuation, particularly with the potential upside presented by its multi-price rollout.

Truist upgraded **Shopify **(SHOP) to Buy from Hold with a price target of $150, up from $110. Shopify is one of the few software companies to show strong accelerating growth recently, says the firm, which views the recent large drawdown in software valuations related to AI fears as having created an attractive buying opportunity for long-term investors in Shopify.

Rosenblatt upgraded **Workday **(WDAY) to Buy from Neutral with an $180 price target ahead of the Q4 report on February 24. The firm expects Workday to report inline results and believes it will reiterate or slightly increase expectations for fiscal 2027.

Melius Research upgraded **Chevron **(CVX) to Buy from Hold with a price target of $205, up from $162. The company is well positioned as it increases shareholder returns and high-impact exploration, the firm tells investors in a research note.

Wells Fargo upgraded **Accenture **(ACN) to Overweight from Equal Weight with an unchanged price target of $275. The firm has increased confidence in the company's sales growth, which is accelerating in the second half of its fiscal year after it posted two consecutive quarters of improved bookings growth.

Top 5 Downgrades:

Rothschild & Co Redburn downgraded **Dollar General** (DG) to Sell from Neutral with a $111 price target. Rothschild believes a lower multiple than history could be warranted, given Dollar General's lower sales outlook, lower margin profile, and lower new store returns relative to its historical performance.

Rothschild & Co Redburn downgraded **Warner Bros. Discovery** (WBD) to Neutral from Buy with a price target of $31, up from $28. The firm believes Netflix (NFLX) is the most likely winner of Warner Bros. and that there will not be materially higher bids coming out of Paramount (PSKY).

Roth Capital downgraded **ConocoPhillips **(COP) to Neutral from Buy with an unchanged price target of $112. The firm says the shares are trading at a higher valuation relative to peers, and cites valuation and "toppy" oil prices for the downgrade.

Rothschild & Co Redburn downgraded **Icon **(ICLR) to Neutral from Buy with a price target of $100, down from $226. The firm cites the company's announcement of an internal accounting investigation.

Citi downgraded **Bath & Body Works **(BBWI) to Neutral from Buy with a price target of $25, up from $21. The firm expects the company to post a Q4 earnings beat on March 4 but says the core business "remains weak."

 






Story Continues  

**Top 5 Initiations: **

Craig-Hallum initiated coverage of **BitGo **(BTGO) with a Buy rating and $18 price target. The firm believes that BitGo has built a well-rounded technology platform that will support the move to digital assets and be a leader in the institutional facing market for years to come. Wedbush, Compass Point, Clear Street, Citi, Mizuho, Wells Fargo, Cantor Fitzgerald, Deutsche Bank, Rosenblatt, and Canaccord also started the stock with Buy-equivalent ratings.

Goldman Sachs initiated coverage of **EquipmentShare **(EQPT) with a Buy rating and $51 price target. The firm says the company is well positioned in an "attractive" end market. Citizens, Baird, Wells Fargo, Melius Research, Oppenheimer, and Truist started the stock with Buy-equivalent ratings, while KeyBanc and Citi initiated the name with Neutral-equivalent ratings.

BofA reinstated coverage of **Verisk Analytics** (VRSK) with a Neutral rating and $205 price target. The firm is "generally constructive" on the group and expects average revenue, EPS and free cash flow growth of 7%, 12%, and 11%, respectively, in 2026.

JPMorgan initiated coverage of **AeroVironment **(AVAV) with an Overweight rating and $320 price target. The company is well positioned to post mid-teens growth given its exposure to "fast-growing areas" within defense, both domestically and internationally, including drones, counter-drone systems, and space, the firm tells investors in a research note.

Baird initiated coverage of **Tempus AI** (TEM) with an Outperform rating and $59 price target. The firm believes the company has built an attractive therapy selection franchise and that the recent stock pullback creates a buying opportunity.

Terms and Privacy Policy

Privacy Dashboard

More Info