Wall Street analysts started the week by upgrading their outlook on five companies across a diverse range of sectors. Here's who got the nod and what drove the bullish sentiment.

Restaurant Portfolio Gets a Fresh Look

TD Cowen analyst Andrew M. Charles upgraded Yum! Brands, Inc. (YUM) from Hold to Buy, boosting the price target from $162 to $173. The parent company of KFC, Taco Bell, and Pizza Hut closed Friday at $149.02, suggesting analysts see meaningful upside ahead for the fast-food giant.

Commercial Real Estate Finds Support

Keefe, Bruyette & Woods analyst Jade Rahmani moved Blackstone Mortgage Trust, Inc. (BXMT) from Market Perform to Outperform, raising the price target from $20 to $21. The commercial real estate finance company closed at $18.50 on Friday, positioning the upgrade as a bet on recovery in a challenged sector.

Coconut Water Company Catches a Wave

Bank of America Securities analyst Bryan Spillane upgraded The Vita Coco Company, Inc. (COCO) from Neutral to Buy, lifting the price target from $48 to $54. The beverage company's shares finished Friday at $43.85, giving the new target roughly 23% upside potential.

Building Products Company Gets Construction Vote

DA Davidson analyst Brent Thielman shifted Apogee Enterprises, Inc. (APOG) from Neutral to Buy, announcing a $47 price target. Apogee, which provides architectural glass and aluminum products, closed at $33.42 on Friday, putting the analyst's target about 41% above current levels.

Cybersecurity Play Earns Outperform Rating

Mizuho analyst Gregg Moskowitz upgraded Rubrik, Inc. (RBRK) from Neutral to Outperform while maintaining the $97 price target. The data security company's shares closed Friday at $71.55, leaving room for growth according to the analyst's view.

The upgrades span everything from fast food to data protection, suggesting analysts are finding opportunities across different corners of the market as they recalibrate their outlooks for the year ahead.