Buy/Sell: Wall Street’s top 10 stock calls this week

What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street’s best analysts during the week of April 6-10.

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Top 5 Buy Calls:

1. Netflix upgraded to Buy at Goldman Sachs

Ahead of the company’s Q1 earnings report, Goldman Sachs upgraded Netflix (NFLX) to Buy from Neutral with a price target of $120, up from $100, which offers 26% upside from current levels. The firm sees a more positive risk/reward with the stock down 18% in the past six months. The earnings report will show a “strong start” to 2026 as Netflix continues to execute well against its core areas of focus, the analyst tells investors in a research note. The firm believes the company’s original and returning content is driving user growth and engagement. Goldman sees momentum for Netflix from its pricing power, advertising tier and capital return potential.

2. Datadog upgraded to Buy at Guggenheim

Guggenheim upgraded Datadog (DDOG) to Buy from Neutral with a $175 price target, representing 50% potential upside. Channel checks indicate Datadog is a primary beneficiary of AI-driven growth in data volumes and IT complexity, the firm tells investors in a research note. Guggenheim believes Datadog has a sophisticated backend architecture that is a “deep moat” against competition and potential commoditization via large language models. The firm sees Datadog growing revenue 27% in 2026.

3. Texas Instruments upgraded to Buy at Stifel

Stifel upgraded Texas Instruments (TXN) to Buy from Hold with a price target of $250, up from $215. Following a six-year investment cycle that constrained profitability and returns, Texas Instruments is well positioned to capture market share in the next analog upcycle and return to strong free cash flow generation, the firm tells investors in a research note. Stifel believes the company is entering a period where “multiple tailwinds support the outlook.”

4. Twilio upgraded to Buy at Jefferies

Jefferies upgraded Twilio (TWLO) to Buy from Hold with a price target of $160, up from $125. Twilio is “moving up the stack” to capture the voice AI premium, the firm tells investors in a research note. Jefferies cites its greater conviction in the role Twilio will play in the voice AI tech stack for the upgrade. The firm says even a slight increase in traction can serve as a “sustainable tailwind” for the company’s profit growth for years to come and drive upside to consensus estimates. Twilio’s “greater relevance in an agentic AI world” and better fundamentals can lead to a higher valuation multiple, Jefferies contends.

5. IBM initiated with a Buy at Citi

Citi initiated coverage of IBM (IBM) with a Buy rating and $285 price target. The firm views the shares as “defensive” in an “increasingly hostile” backdrop for enterprise software. IBM’s hardware and software “entrenchment” offer an “insulation” from AI risk while its exposure to the next leg of production enterprise AI systems is underappreciated at current share levels, Citi tells investors in a research note. The firm sees a compelling risk/reward at current share levels.

Top 5 Sell Calls:

1. Coinbase downgraded to Underweight at Barclays

Barclays downgraded Coinbase (COIN) to Underweight from Equal Weight with a price target of $140, down from $148, as part of a Q1 earnings preview. The company’s volumes weakened again in Q1, and without passage of the CLARITY act or a macro-driven recovery, this should continue into Q2, the firm tells investors in a research note. Barclays’ adjusted EBITDA estimates for Coinbase are now 24% below the Street, primarily driven by lower spot trading, particularly retail trading revenues. Consensus estimates do not yet fully reflect available market data, the firm contends. It expects the decline in volumes will weigh on Coinbase’s profitability and sees “little valuation support” for the shares.

2. Circle Internet downgraded to Sell at Compass Point

Compass Point downgraded Circle Internet (CRCL) to Sell from Neutral with a price target of $77, down from $79. While the USDC is more resilient in this cycle, supply is shifting into lower margin areas, the firm tells investors in a research note. Compass Point adds that Circle’s gross margins are contracting in the first half of the year.

3. Melius downgrades Sprouts to Sell on traffic, margin risk

Melius Research downgraded Sprouts Farmers Market (SFM) to Sell from Hold with a price target of $70, down from $75. The firm sees risk to the company’s traffic and margins not meeting expectations. Amid constrained traffic, Sprouts’ growth algorithm is becoming more investment-driven, more margin-constrained, and “less durable” than what is priced into the shares, Melius tells investors in a research note. The company also faces rising cost pressure across the fresh and produce categories, adds the firm.

4. KB Home downgraded to Sell from Buy at Seaport Research

Seaport Research double downgraded KB Home (KBH) to Sell from Buy with a price target of $43, down from $65. The firm downgraded all builders it covers citing “rising concern that housing activity is poised to slow further.” Seaport sees the group going from “value-trap” to “catching a falling knife.” The weak job market growth undermines a prior assumption that demand is stabilizing, the firm tells investors in a research note. Seaport expects further multiple compression until housing starts approach trough levels, consistent with past cycles.

5. Dow Inc. downgraded to Underperform at BofA

BofA downgraded Dow Inc. (DOW) to Underperform from Neutral with a price target of $35, up from $31, following strong year-to-date share price performance driven by what it believes to be “unsustainable market tailwinds.” While not saying there are no lasting tailwinds from the war and modeling a higher-for-longer crude forecast as regional instability drives up pricing, the firm says these levels would still imply material weakness in petrochemical prices off a likely Q2 peak.