Several high-profile companies caught the attention of Wall Street analysts on Thursday, with five stocks receiving upgrades that signal growing confidence in their prospects. Here's what changed.

Morgan Stanley analyst Elizabeth Porter upgraded Amplitude Inc (AMPL) from Equal-Weight to Overweight and raised her price target from $14 to $16. The data analytics company's shares closed at $10.23 on Wednesday, suggesting Porter sees significant upside potential from current levels.

HSBC analyst Phani Kanumuri moved Digital Realty Trust Inc (DLR) from Hold to Buy, boosting the price target from $187 to $193. The data center REIT closed at $159.26 on Wednesday, meaning Kanumuri's new target implies roughly 21% upside for investors.

Barclays analyst Tim Long upgraded Dell Technologies Inc (DELL) from Equal-Weight to Overweight while maintaining a price target of $148. With Dell shares closing at $118.69 on Wednesday, Long's target suggests he sees about 25% room to run for the technology giant.

JP Morgan analyst Samik Chatterjee turned more optimistic on F5 Inc (FFIV), upgrading the application security company from Neutral to Overweight and raising the price target from $295 to $345. F5 shares closed at $267.45 on Wednesday, putting Chatterjee's new target nearly 29% above current trading levels.

Finally, BWG Global upgraded Starbucks Corp (SBUX) from Mixed to Positive. The coffee chain's shares closed at $91.15 on Wednesday. This upgrade comes as Starbucks continues navigating changing consumer spending patterns and operational improvements under its leadership team.

These rating changes reflect shifting analyst sentiment across diverse sectors, from cloud infrastructure and enterprise technology to consumer retail. For investors tracking these names, the upgrades suggest Wall Street analysts see improving fundamentals or better risk-reward setups at current price levels.