Analysts are intrested in these 5 stocks: ( (BILI) ), ( (TMUS) ), ( (SBUX) ), ( (JCI) ) and ( (CARR) ). Here is a breakdown of their recent ratings and the rationale behind them.
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Bilibili’s shares are back in focus as Morgan Stanley’s Yang Liu upgrades the stock to Overweight, targeting US$31 per share. The call leans on a fresh upcycle in the mobile games business from 2H26, powered by three new titles, led by “Romance of the Three Kingdoms: Wangdaotianxia,” which could match or even surpass the earlier hit “San Mou” in monetization.
Liu argues that the market is underestimating both the new game pipeline and Bilibili’s AI upside, especially after the recent share price pullback. With stronger AI-driven content discovery, lower tech costs and new AI advertisers joining the platform, Bilibili may deliver higher game and ad revenues than current consensus, offering what the analyst calls rare earnings upside in China internet.
T-Mobile US is getting fresh bullish attention as KeyBanc’s Brandon Nispel lifts the rating to Overweight with a US$260 price target. He sees the wireless leader as cheap versus its history and peers, while expecting 1Q26 earnings to be the first “beat and raise” catalyst that could unlock a rerating.
The analyst highlights accelerating EBITDA growth, helped by digital and AI initiatives that cut service costs and boost margins, alongside a still-advantaged network for mobile and fixed wireless access. Despite potential pressure from Verizon and Starlink, Nispel believes T-Mobile’s network quality, pricing and customer satisfaction keep it well positioned to keep gaining broadband and mobile market share.
Starbucks, long a premium-priced stock, receives a more neutral stance as Jefferies upgrades it from Underperform to Hold and nudges the price target to US$92. The firm thinks the risk profile has improved now that China has shifted to a joint venture structure and the core U.S. business shows signs of stabilizing.
Even so, Jefferies sees Starbucks still trading at a rich multiple compared with other global, asset-light restaurant peers, and keeps estimates slightly below consensus through FY27. The turnaround looks more believable, but the analyst stresses that better same-store sales, especially in the U.S., are still needed to justify meaningful upside from here.
Johnson Controls enters coverage at Evercore ISI with an In-Line (Hold) rating and a US$155 price target, reflecting a mix of strong fundamentals but full valuation. The analyst likes the company’s sharpened focus on commercial HVAC, energy efficiency and data center demand, backed by a robust order book and growing backlog.
However, Johnson Controls already trades at a roughly 35% premium to construction and HVAC peers on near-term EV/EBIT, which the report argues leaves less room for upside. With growth skewed toward lower-margin equipment and some underperformance in fire and security, the risk/reward looks balanced unless growth or margins exceed already-high expectations.
Carrier Global, by contrast, earns a more optimistic debut from Evercore ISI with an Outperform rating and a US$75 target. The report praises Carrier’s portfolio reshaping, which concentrates the business on secular growth drivers such as electrification, data centers and a growing commercial HVAC installed base.
The firm expects mid- to high-single-digit organic growth, steady margin expansion and double-digit EPS growth, while the stock still trades at more than a 20% discount to key HVAC peers. If North American residential HVAC recovery continues and policy noise around European heat pumps stays manageable, Evercore sees room for both earnings growth and multiple expansion at Carrier.