NEW YORK, January 10, 2026 – investors are recalibrating their portfolios this week following a flurry of analyst activity, with Micron technology leading the charge after receiving a meaningful price target boost. UBS raised its outlook for the chipmaker to $400 per share, a jump from $300, citing a bullish tone from recent meetings.
- Micron Technology received a significant price target increase from UBS.
- Nvidia continues to impress analysts following CES, with Citi reiterating a ‘buy’ rating.
- Amazon was named a top idea for 2026 by Bank of America.
- several firms upgraded their outlook on companies in the housing and industrial sectors.
What stocks are analysts bullish on right now? Micron Technology, Nvidia, and Amazon are among those receiving positive attention, while downgrades were issued for First Solar, Union Pacific, and BJS Wholesale Club.
Tech Sector Gains Momentum
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Beyond Micron, the tech sector saw continued optimism. Citi reaffirmed its ‘buy’ rating on Nvidia, expressing increased confidence after the Consumer Electronics Show. Analysts at Citi noted a positive outlook regarding demand for agentic and physical AI, anticipating an inflection point in 2026. Canaccord reiterated a ‘buy’ rating on Meta, believing the market is underappreciating the impact of AI investments on the company’s core advertising business. Evercore ISI also maintained a positive outlook on Apple, naming it a top pick for 2026, citing a strong iPhone cycle and potential upgrades to Siri.
housing and Industrial Stocks See Mixed Signals
The housing market also drew attention, with Citizens initiating coverage of Toll Brothers at ‘market outperform,’ citing the stock’s resilience.Lowe’s and Wayfair both received upgrades from Barclays, as home betterment demand appears to be strengthening. However, Union Pacific faced a downgrade from BMO due to “elevated regulatory risk” surrounding a proposed merger with NSC.
Consumer Goods and Healthcare Receive Positive Assessments
Analysts also highlighted opportunities in consumer goods. Oppenheimer upgraded mcdonald’s to ‘outperform,’ anticipating EPS growth in 2026 despite potential concerns about health trends.Piper Sandler upgraded both Colgate-Palmolive and Hershey to ‘overweight,’ citing anticipated improvements and easing cocoa costs, respectively. Regeneron also received an upgrade from Bank of America to ‘buy,’ driven by optimism surrounding its Eylea treatment for retinal disease.
Other Notable Analyst Calls
Truist upgraded Bank of New york Mellon to ‘buy’ from ‘hold,’ citing a “premium valuation” justified by the bank’s ability to balance growth and efficiency.William Blair initiated coverage of Vertical Aerospace at ‘outperform,’ expressing bullishness on the urban air mobility market.Wells Fargo downgraded Humana to ‘equal weight’ from ‘overweight,’ citing concerns about the hospital landscape in 2026. Baird also added Under Armour as a “Bullish Fresh Pick,” anticipating bottoming fundamentals.
Barclays downgraded BJ’s to ‘underweight’ from ‘equal weight,’ expressing concern about top-line momentum and difficult comparisons.Morgan Stanley upgraded ArcelorMittal to ‘overweight’ from ‘equal weight,’ citing compelling operating leverage.
