Wall Street's Top 10 Stock Calls This Week - Saturday, March 15

TM editors' note: This article discusses a penny stock and/or microcap. Such stocks are easily manipulated; do your own careful due diligence.


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What has Wall Street been buzzing about this week? Here is a look at the top 5 buy calls and the top 5 sell calls made by Wall Street's best analysts during the trading week of March 10-14, 2025. First, here are the top 5 buy calls of the week.


1. DA Davidson Says Microsoft "Best Equipped" Among "Mag6," Upgrades to Buy

DA Davidson upgraded Microsoft (MSFT) to Buy from Neutral with a price target of $450, up from $425, as the firm believes the company has moved to a more rational capex strategy and is "the best positioned Mag6 for a slowing consumer."

Microsoft has been the worst-performing Mag6 member in the six months since the firm's previous downgrade, says DA Davidson, which believes that shares now "properly reflect" the drag from previous capital expenditure escalation since the company has provided guidance for flat sequential capex over the next couple of quarters and lower growth into FY26.


2. Airbnb Upgraded to Buy at Jefferies 

Jefferies upgraded Airbnb (ABNB) to Buy from Hold with a price target of $185, up from $165. The firm believes the company's lodging share gains will be augmented by increased adoption of experiences, an opportunity it says Airbnb "is uniquely well positioned to capture."

Further, Jefferies estimates the company's growth is further bolstered by take rate upside, driven mostly by the launch of sponsored listings. The firm's analysis shows the core lodging business alone is worth Airbnb's recent value, implying zero is being ascribed to experiences or take rate. As such, it upgraded the shares to Buy.


3. Chipotle Upgraded to Buy at Loop Capital on "Attractive" Opportunity

Loop Capital upgraded Chipotle (CMG) to Buy from Neutral with a price target of $65, up from $58. There is the potential for at least 7.0%-8.0% upside to the current consensus EPS estimate of $1.30 for 2025 if comparable sales continue to beat expectations over the course of the current year, the firm tells investors in a research note.

Chipotle shares have pulled back nearly 10% since the firm's prior report assessing "understandably choppy" comps in the current quarter due to unfavorable weather conditions, creating an attractive buying opportunity, Loop added.


4. UPS Initiated With a Buy at Truist 

Truist initiated coverage of UPS (UPS) with a Buy rating and a price target of $140. The company's strategic focus around higher-margin growth opportunities, particularly in small and medium-sized businesses and healthcare logistics, supports a positive stance on the shares, the firm tells investors in a research note.

Truist believes there is room for upside to recent Street estimates for UPS. It also sees limits to how much Amazon (AMZN) can "Amazonify" the UPS market based on UPS' retail footprint and the scale of the Express business. 


5. FedEx Initiated With a Buy at Truist 

Truist initiated coverage of FedEx (FDX) with a Buy rating and a $305 price target. FedEx stands to benefit longer term from its efforts to integrate the Ground and Express networks, driving better efficiency and higher margins, the firm argues. With lower capex requirements going forward as its aircraft fleet renewal is mostly complete, Truist believes the company is well positioned to generate higher levels of free cash flow.

Next, here are the top 5 sell calls of the week.


1. UiPath Downgraded to Underperform at BofA on Weak Outlook, Few Catalysts

BofA downgraded UiPath (PATH) to Underperform from Neutral with a price target of $10, down from $18, following the company's "disappointing" FY26 outlook. Macro pressure in the Federal vertical was cited, though commentary suggests that pressure is more broad-based and "unlikely to abate soon," says the firm, which sees few catalysts for the shares, even at recent levels.


2. Emerson Downgraded to Underweight at Barclays 

Barclays downgraded Emerson (EMR) to Underweight from Equal Weight with a price target of $110, down from $135. The company has the highest sales exposure in the group to oil and gas, where the capex outlook could be soft for the rest of this decade, the firm tells investors in a research note.

Barclays believes the consensus "remains upbeat" on Emerson shares, with 75% Buy rated by the Street. The firm thinks Emerson's recent outsized margin expansion is not sustainable.


3. Sutro Biopharma Double Downgraded at BofA after Luvelta Deprioritized 

BofA downgraded Sutro Biopharma (STRO) to Underperform from Buy with a price target of $1, down from $11, following the company's announcement to deprioritize the development of luvelta.

Management said the decision was largely based on their current cash position and highlighted ongoing discussions with other companies regarding luvelta out-licensing opportunities, but it is remains unclear the status of these discussions and the expected timing of a partnership announcement, notes the firm, which removes all value for luvelta from its model and notes that luvelta was the primary driver of the firm's prior Buy thesis.


4. Vivid Seats Double Downgraded to Underperform at BofA 

BofA downgraded Vivid Seats (SEAT) to Underperform from Buy with a price target of $2.60, down from $6.25. The firm noticed a "tonal shift" in management's 2025 outlook for live events as the industry has now trended negative for the last six weeks from double-digit growth at the start of 2025. In addition, persistent competition is weighing on growth and share and competitive intensity is not expected to change in 2025, BofA tells investors.


5. Moelis Downgraded to Underweight from Overweight at Morgan Stanley 

Morgan Stanley double downgraded Moelis (MC) to Underweight from Overweight with a price target of $70, down from $100. The firm views Moelis as a way to play the "bull case, which is now lower in probability."

The company has the highest earnings beta stock in the group, as it has the highest comp ratio among peers, Morgan Stanley tells investors in a research note. Given the "risk-off environment," the firm would have expected to see the shares underperform the group, but it is down 19%, de-rating less than others.


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Disclaimer: TheFly's news is intended for informational purposes only and does not claim to be actionable for investment decisions. Read more at  more

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