Three companies got some love from Wall Street analysts on Tuesday, with upgrades that suggest better days ahead for their stock prices.

Leading the charge, Piper Sandler analyst Crispin Love decided SEI Investments Co (SEIC) deserved a promotion, upgrading the stock from Neutral to Overweight. Love also bumped up the price target from $93 to $102. That's a meaningful jump above Monday's closing price of $84.35, suggesting the analyst sees solid upside potential for the investment management firm.

Over in the industrial space, TD Cowen analyst Joseph Giordano took a more positive stance on Ametek Inc (AME), moving his rating from Hold to Buy. The new price target of $230 represents a nice step up from the previous $180 target, and also indicates meaningful upside from Monday's close at $206.23. Ametek manufactures electronic instruments and electromechanical devices, serving a variety of industrial markets.

Perhaps the most eye-catching move came from CFRA, which upgraded Pool Corp (POOL) from Hold to Buy and set a $304 price target. The swimming pool supplies distributor closed Monday at $232.30, meaning analysts see roughly 30% upside if the stock reaches that target. It's a vote of confidence in a company that can be sensitive to housing market trends and discretionary consumer spending.

These upgrades reflect shifting analyst sentiment as firms reassess their outlooks on different sectors and individual companies. When analysts upgrade stocks, they're essentially telling investors they believe the risk-reward profile has improved, whether due to better business fundamentals, improved market conditions, or simply because the stock price has become more attractive relative to its prospects.