January 27, 2026
Finance

Analysts Shift to Positive Stance on Key Stocks Including Affirm and CoreWeave

Notable Rating Improvements Highlighted for NASDAQ and NYSE Listings

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Summary

Several Wall Street analysts have revised their outlooks on prominent stocks, upgrading ratings and raising price targets for companies such as Affirm Holdings, CoreWeave, CoStar Group, Teleflex, and W.W. Grainger. These adjustments reflect growing confidence in the market and suggest potential investment opportunities ahead.

Key Points

Several prominent Wall Street analysts upgraded key stocks, reflecting increased market confidence.
Affirm Holdings elevated to Buy with a $100 price target, signaling potential upward momentum.
CoreWeave’s rating upgraded with a notable price target increase from $100 to $140, indicating strong growth expectations.
Other companies receiving upgrades include CoStar Group, Teleflex, and W.W. Grainger, spanning different industries.

In a recent wave of analyst reassessments, top Wall Street professionals have upgraded their ratings on a selection of noteworthy companies, signifying an increased optimism toward these stocks’ future performance. The updates cover firms primarily listed on the NASDAQ and NYSE exchanges, affecting sectors spanning technology, industrial supplies, and healthcare.

Kyle Peterson, an analyst at Needham, has revised Affirm Holdings Inc (NASDAQ: AFRM) from a Hold rating to a Buy recommendation. Alongside this upgrade, Peterson set a new price target of $100 for the stock. Affirm’s shares closed at $68.71 as of Monday's market close, indicating a significant price appreciation expected by the analyst.

Similarly, BTIG’s Jake Fuller elevated CoStar Group Inc (NASDAQ: CSGP) from Neutral to Buy with a price target adjustment upwards to $80. CoStar shares were last recorded at $65.81. These moves suggest the analyst's growing confidence in CoStar’s market positioning and revenue potential.

In the healthcare sector, Needham’s Mike Matson upgraded Teleflex Inc (NYSE: TFX) from Hold to Buy, establishing a price target of $138. On the previous trading day, Teleflex’s stock price settled at $104.20, indicating considerable upside potential from the analyst's perspective.

One of the more substantial adjustments comes from Deutsche Bank’s Brad Zelnick, who upgraded CoreWeave Inc (NASDAQ: CRWV) from Hold to Buy and raised the price target from $100 to $140. At market close on Monday, CoreWeave’s stock stood at $98.31, putting the new target notably above the current trading level and signaling bullish sentiment concerning the company’s growth trajectory.

Finally, Oppenheimer’s Christopher Glynn enhanced the rating for W.W. Grainger Inc (NYSE: GWW) from Perform to Outperform, coupled with an elevated price target of $1,250. Grainger’s stock price closed at $1,049.97, and this increase suggests expectations for stronger performance driven by underlying business fundamentals.

These analyst revisions provide updated benchmarks for investors observing shifts in market sentiment and company valuation assessments. Investors considering positions in these equities might find these insights instrumental when formulating their investment strategies.

Here are key details concerning the prices and sentiments:

  • Affirm Holdings Inc (AFRM): Upgraded from Hold to Buy, price target $100, last close $68.71.
  • CoStar Group Inc (CSGP): Upgraded from Neutral to Buy, price target $80, last close $65.81.
  • Teleflex Inc (TFX): Upgraded from Hold to Buy, price target $138, last close $104.20.
  • CoreWeave Inc (CRWV): Upgraded from Hold to Buy, price target increased from $100 to $140, last close $98.31.
  • W.W. Grainger Inc (GWW): Upgraded from Perform to Outperform, price target $1,250, last close $1,049.97.

Analysts’ views and price targets are subject to change as new information becomes available. Investors should consider the updated recommendations in conjunction with broader market conditions and personal investment objectives.

Risks
  • Stock price targets and ratings are based on current information and may change with market developments.
  • Analyst opinions involve inherent uncertainties and should not be sole determinants for investment decisions.
  • Market conditions affecting these companies’ sectors can impact stock performance independent of analyst upgrades.
Disclosure
Education only / not financial advice
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Ticker Sentiment
AFRM - positive CSGP - positive TFX - positive CRWV - positive GWW - positive
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