Wall Street's top analysts shuffled their outlooks Thursday across a diverse set of stocks, with aerospace giant Boeing and semiconductor equipment maker Applied Materials landing some of the most bullish calls of the day. Here's what the Street is saying about ten major companies getting analyst attention.

Technology Takes Center Stage

Barclays analyst Tim Long cooled on Nutanix Inc. (NTNX), downgrading the cloud computing company from Overweight to Equal-Weight while trimming the price target from $64 to $53. Nutanix shares closed at $51.44 on Wednesday, putting the stock right near that reduced target.

On the brighter side, Piper Sandler analyst Harsh Kumar lifted the price target for Microchip Technology Inc. (MCHP) from $80 to $85 while maintaining an Overweight rating. The semiconductor company's shares closed at $74.68 on Wednesday.

Taiwan Semiconductor Manufacturing Co. Ltd. (TSM) got a significant boost from Needham analyst Charles Shi, who raised the price target from $360 to $410 while keeping a Buy rating. TSMC shares settled at $327.11 on Wednesday, suggesting substantial upside if the analyst's forecast proves accurate.

Perhaps the most dramatic upgrade came from Barclays analyst Tom O'Malley on Applied Materials Inc. (AMAT). O'Malley not only upgraded the semiconductor equipment maker from Equal-Weight to Overweight but also boosted the price target from $250 to $360. Applied Materials shares closed at $301.89 on Wednesday.

Boeing Gets a Lift

Bernstein analyst Douglas Harned raised Boeing Co. (BA) price target from $277 to $298 while maintaining an Outperform rating. With Boeing shares closing at $242.61 on Wednesday, that new target represents potential upside of roughly 23% for the aerospace manufacturer as it continues working through production challenges and recovery efforts.

Financial Services and Tech Services Updates

Progressive Corp. (PGR) saw its price target trimmed by BMO Capital analyst Michael Zaremski, who cut the target from $253 to $239 while maintaining a Market Perform rating. Progressive shares closed at $205.50 on Wednesday.

Rosenblatt analyst Chris Brendler reduced the price target for Bullish (BLSH) from $55 to $52 but maintained a Buy rating on the cryptocurrency exchange. Bullish shares closed at $39.66 on Wednesday.

Infosys Ltd. (INFY) received a price target increase from Stifel analyst David Grossman, who raised the target from $16.50 to $19 while maintaining a Hold rating. Infosys closed at $19.35 on Wednesday, already trading slightly above the new target.

Retail Gets Roughed Up

Morgan Stanley analyst Simeon Gutman delivered a one-two punch to Albertsons Companies Inc. (ACI), downgrading the grocery chain from Equal-Weight to Underweight while slashing the price target from $20 to $14. Albertsons shares closed at $17.71 on Wednesday.

A Curious Case in Biotech

In an unusual move, Goldman Sachs analyst Richard Law raised the price target for MoonLake Immunotherapeutics (MLTX) from $8 to $10 but simultaneously downgraded the stock from Neutral to Sell. MoonLake Immunotherapeutics shares settled at $17.41 on Wednesday, well above both the old and new price targets, which might explain the downgrade despite the higher target.

These analyst calls reflect ongoing debates about valuations across sectors, from semiconductor strength and aerospace recovery to retail challenges and biotech uncertainty. Whether these forecasts prove prescient remains to be seen, but they offer a window into how professional analysts are positioning heading into the rest of the quarter.