February 3, 2026
Finance

Wall Street Revises Bullish Stance, Spotlighting FedEx and Coterra Energy for Tuesday

Significant analyst upgrades point to renewed optimism for FedEx and Stellar Bancorp; Coterra Energy also among notable movers

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Summary

Wall Street witnessed key shifts in analyst perspectives, with notable upgrades for FedEx and Stellar Bancorp, highlighting investor interest in logistics and financial sectors. The price targets for these companies have been raised significantly, signaling heightened expectations for their market performance. Concurrently, Coterra Energy remains a focal point amid these adjustments.

Key Points

Stellar Bancorp Inc upgraded from Market Perform to Outperform with price target increased to $44.
FedEx Corp upgraded from Equal-Weight to Overweight with price target raised to $380.
Coterra Energy shows positive stock movement amid analyst rating shifts.
Market data reflects upward momentum for key stocks including FedEx and Stellar Bancorp.

Recent developments in Wall Street analyst recommendations reveal a marked shift in sentiment for a select group of companies, notably FedEx Corp and Stellar Bancorp Inc. These changes reflect updated evaluations based on various performance indicators and market dynamics.

Keefe, Bruyette & Woods analyst Catherine Mealor has notably elevated her outlook on Stellar Bancorp Inc (NYSE:STEL), upgrading the stock from Market Perform to Outperform. Alongside this upgrade, Mealor increased the price target from $33 to $44, suggesting a more optimistic revenue or growth trajectory for the financial services firm. As of Monday’s close, Stellar Bancorp’s stock price was $37.42, positioning it within a favorable range relative to the new target.

In a similar vein, Wells Fargo's analyst Christian Wetherbee revised his recommendation on FedEx Corp (NYSE:FDX) from Equal-Weight to Overweight. This shift denotes greater confidence in FedEx’s potential market outperformance. To align with this updated perspective, Wetherbee increased the firm’s price target markedly from $295 to $380. FedEx’s shares closed at $335.30 on Monday, indicating that the current market valuation is deeply engaged with the new positive outlook.

The revised price targets and upgraded ratings coincide with a period of reevaluation in sectors represented by these firms, encompassing logistics, banking, and energy. Coterra Energy Inc (NYSE:CTRA) also draws attention, reflecting modest stock movement and ongoing investor interest.

Current market data as of the closing indicates:

  • Coterra Energy Inc (CTRA) at $27.60, a 0.90% increase
  • FedEx Corp (FDX) at $353.00, registering a 5.28% rise
  • GLI BK GCI Liberty Inc at $38.03, moving up by 1.85%
  • Peakstone Realty Trust (PKST) hovering at $20.80 with minimal change
  • Stellar Bancorp Inc (STEL) at $38.29, up by 2.32%

Moreover, analytical tools and rankings from platforms such as Benzinga highlight critical metrics including momentum and value scores, providing investors with quantitative benchmarks. For instance, these rankings show momentum scores like 48.32 and strong value metrics such as 83.09 for certain equities, which inform investment decisions.

The upgraded recommendations and price targets from established analysts underscore shifts in investor sentiment, driven by performance, growth forecasts, and competitive positioning within key sectors. These changes demand close attention from market participants seeking to align portfolios with evolving trends.


Key Points:

  • Stellar Bancorp Inc receives an upgrade to Outperform with price target raised to $44.
  • FedEx Corp is upgraded to Overweight with a new price target of $380, reflecting increased confidence.
  • Coterra Energy continues to garner interest with positive stock movement amid sector shifts.
  • Market data indicates upward price trends for key stocks including FedEx, Stellar Bancorp, and Coterra Energy.

Risks and Uncertainties:

  • The future market performance of upgraded stocks remains subject to general market volatility.
  • Analyst price targets and ratings are projections and not guarantees of performance.
  • Potential sector-specific risks may impact logistics, banking, and energy companies differently.
  • Stock price movements could be influenced by external market conditions outside these firms’ control.

Disclosure: The data presented is based on analyst ratings and market information as of the latest trading day. Investors should perform their due diligence before making investment decisions.

Risks
  • Market volatility may affect the realized stock performance despite analyst upgrades.
  • Price targets are forecasts and not certainties, subject to change.
  • Sector-specific risks could impact companies in logistics, banking, and energy.
  • External economic or geopolitical factors may influence stock prices beyond company control.
Disclosure
Education only / not financial advice
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Ticker Sentiment
FDX - positive STEL - positive CTRA - neutral
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