Analysts are intrested in these 5 stocks: ( (CRWD) ), ( (NFLX) ), ( (XYZ) ), ( (BNS) ) and ( (MDB) ). Here is a breakdown of their recent ratings and the rationale behind them.
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New trading tool for MDB bullsCrowdStrike Holdings is back in favor with analysts, as Piper Sandler’s Rob Owens upgraded CRWD to an Overweight rating while holding a punchy $520 price target. He argues the stock’s 20%+ slide this year is overdone for what he calls a best‑in‑class cybersecurity platform, and sees investors returning to quality names like CrowdStrike as they rotate back into the sector.
A key part of the bullish case is that AI is seen as an opportunity, not a threat, with models augmenting security tools rather than replacing them outright. Owens also highlights powerful trends in security consolidation and CrowdStrike’s growing identity security story, backed by $1.4B of acquisitions, as reasons the company can keep gaining share and justify its premium valuation over peers.
Netflix is also winning fresh support, with J.P. Morgan’s Doug Anmuth moving the stock to an Overweight rating and setting a December 2026 price target of $120. He sees Netflix as a healthy organic growth story built on strong global content, rising subscribers, expanding margins, and a still early ad‑supported tier that is growing rapidly.
Anmuth expects double‑digit revenue growth and more than 20% growth in operating income, EPS, and free cash flow from 2025 through 2028, supporting a premium valuation multiple around 30x 2027 earnings. He notes that Netflix stands out in a market where many mega‑caps are weighed down by heavy AI spending, arguing AI should actually boost Netflix through better personalization, more efficient advertising, and lower content costs.
Block, trading under ticker XYZ in this report, is getting a more optimistic look from HSBC’s Saul Martinez, who upgrades the stock to Buy and lifts the target price to $77. After a large share‑price de‑rating over the past year, he sees roughly 20% upside as headcount reductions and cost discipline drive a sharp increase in earnings power without signaling weakness in the underlying business.
Martinez raises 2026 operating earnings and EPS estimates significantly and argues that the biggest benefits from the workforce cuts will show up in the second half of 2026. That timing, he says, makes consensus 2027 estimates look too low, especially with Block’s gross profits having grown far faster than its headcount over the past five years, helping set up a more attractive risk‑reward profile for investors.
Not every bank is getting brighter reviews, though, as TD Securities’ Mario Mendonca downgrades Bank of Nova Scotia (BNS) to Hold and trims the price target to C$111. He acknowledges that BNS has improved return on equity and is tracking toward a 14%+ target by 2027, helped by better margins and cost control, but believes this progress is now largely reflected in the share price.
Mendonca worries the bank will lag peers as investor attention shifts toward balance sheet growth, with loan and deposit trends still soft in key segments like Canadian retail and international banking. He also flags the reliance on more volatile markets and capital markets revenues for recent earnings beats, and sees macro uncertainty in Mexico and Latin America as another potential drag on sentiment at current valuation levels.
MongoDB rounds out the list with a more cautious take, as Baird’s William Power revisits the bull‑versus‑bear debate and downgrades MDB to a more neutral stance with a $260 target. He notes that MongoDB has a history of issuing conservative guidance that it later beats, but highlights growing concern that its Atlas cloud business may not show the same acceleration that drove last year’s strong re‑rating.
Investors are increasingly debating the balance between Atlas and the Enterprise Advanced on‑premise offering, as well as whether AI is a true catalyst or an emerging risk. While AI‑native customers and workloads offer long‑term potential, Power warns that limited near‑term AI revenue, rising questions about AI disintermediation, and renewed competition from technologies like Postgres and Databricks Lakebase could cap upside even at what he calls more reasonable valuation multiples.