Some stocks had a particularly good day with the analyst community, and the headlines are worth paying attention to if you're tracking these names.
Wall Street's opinion-makers are adjusting their calls on several notable companies, with upgrades spanning everything from electric vehicles to entertainment venues. Here's what changed Thursday and why these shifts matter.
Rivian Rides Higher
Rivian Automotive Inc. (RIVN) scored one of the more dramatic upgrades of the day. Baird analyst George Gianarikas moved the electric vehicle maker from Neutral to Outperform, while nearly doubling his price target from $14 to $25. The stock closed Wednesday at $17.63, meaning the new target implies substantial upside if Gianarikas is right about where things are headed.
Memory Chip Momentum
Micron Technology Inc. (MU) caught the attention of B of A Securities analyst Vivek Arya, who upgraded the memory chipmaker from Neutral to Buy. The price target jumped from $250 to $300, a meaningful boost for a stock that closed Wednesday at $225.71. The semiconductor space has been volatile, but Arya apparently sees clearer skies ahead for Micron.
Solar Gets Less Gloomy
Enphase Energy Inc. (ENPH) received what might be the most interesting upgrade of the bunch. Goldman Sachs analyst Brian Lee shifted from Sell to Neutral, maintaining a $29 price target. Now, moving from Sell to Neutral isn't exactly a ringing endorsement, but when Goldman stops actively recommending against a stock, that's still notable. Enphase closed at $31.61 Wednesday, already trading above that target.
Banking on Regional Growth
Glacier Bancorp Inc. (GBCI) got some love from Piper Sandler analyst Matthew Clark, who upgraded the regional bank from Neutral to Overweight. Clark also raised his price target from $50 to $58, a solid vote of confidence for a stock that closed Wednesday at $45.13.
Entertainment Sphere Expands
Rounding out the upgrades, Sphere Entertainment Co. (SPHR) received an upgrade from Morgan Stanley analyst Benjamin Swinburne, who moved from Equal-Weight to Overweight. The price target jumped from $75 to $105, reflecting increased optimism about the entertainment company's prospects. The stock closed at $86.27 Wednesday, leaving room to run if Swinburne's thesis plays out.
These analyst calls represent fresh perspectives on companies navigating very different industries. Whether you're watching EV production ramps, semiconductor cycles, solar market dynamics, regional banking, or entertainment innovation, Thursday brought meaningful opinion shifts worth monitoring.




