Hims, Qualcomm, IBM, First Solar, Oracle Trending With Analysts

Analysts are intrested in these 5 stocks: ( (HIMS) ), ( (QCOM) ), ( (IBM) ), ( (FSLR) ) and ( (ORCL) ). Here is a breakdown of their recent ratings and the rationale behind them.

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Hims & Hers Health is suddenly on the defensive as BTIG’s David Larsen cuts the stock to Neutral after a weak fourth quarter and cautious 2026 outlook. Revenue and EBITDA both missed his estimates, guidance points to a sharp slowdown versus 2025, and management faces mounting legal and regulatory risks around compounded GLP‑1 weight‑loss drugs.

Larsen notes Hims is trying to diversify beyond weight loss into sexual health, dermatology, and hormone therapies and sees international sales topping $1B over time. But he worries the business is still too reliant on weight‑loss revenue, that Novo Nordisk’s lawsuit and potential FDA and DOJ scrutiny could bite, and that improved pricing and competition for branded GLP‑1s may cap growth, leaving the current valuation looking only “fair.”

Qualcomm is moving back into favor as Loop Capital’s Gary Mobley upgrades the chipmaker to Buy and boosts his target to $185. He argues the recent 20% share-price slide and years of underperformance versus other chip stocks overlook an approaching recovery in smartphones and a powerful shift in Qualcomm’s revenue mix.

Mobley expects today’s memory-chip shortage to ease, allowing handset demand to normalize while Qualcomm’s exposure to Apple and Samsung shrinks as a percentage of sales. By 2029, he thinks automotive and IoT revenue could rival or exceed handset revenue, with new data center AI chips, industrial IoT, automotive systems, PCs on Arm, and XR/VR combining to support EPS growth and a rerating from depressed valuation levels.

IBM earns a reprieve as UBS analyst David Vogt upgrades the stock to Neutral from Sell after a 22% slide this year and sharp underperformance versus the S&P 500. He believes the current multiples, around 18.5x 2026 earnings and a 7% free‑cash‑flow yield, better reflect IBM’s modest 3–4% organic growth outlook and the perceived threats from AI.

Vogt still sees risks around slower Red Hat growth, softer consulting demand, and fears that AI‑driven COBOL modernization could hurt IBM’s mainframe franchise. Yet he thinks customer stickiness, data sovereignty needs, and the complexity of IBM’s Z mainframe platform make a rapid displacement unlikely, and his unchanged $236 target simply frames the stock as fairly valued rather than fundamentally broken.

First Solar, by contrast, is losing momentum as both Baird’s Ben Kallo and HSBC’s Daniel Yang downgrade the stock to Neutral/Hold on the same day. Kallo flags mixed fourth‑quarter results, 2026 EBITDA guidance well below consensus, reduced utilization at international plants, and management’s reluctance to sign new deals amid uncertainty over U.S. trade policy and solar incentives.

Yang echoes the caution, cutting his target to $211 and slashing 2026 earnings forecasts by 40% as U.S. solar demand cools and production shifts create cost headwinds. He argues that most of the upside from favorable U.S. policy and tariffs is already in the share price and warns that Tesla’s ambitious entry into large‑scale solar manufacturing could cast a long‑term competitive shadow over First Solar’s leadership position.

Oracle is back in the spotlight as Oppenheimer’s Brian Schwartz upgrades the stock to Buy and sets a $185 price target after a sharp valuation reset. He believes the selloff has finally brought expectations in line with the risks of Oracle’s capital‑intensive cloud and AI push, creating a more attractive balance between downside protection and upside potential.

Schwartz’s thesis is built on Oracle’s ability to compound earnings per share even if revenue growth falls well short of management’s ambitions, backed by mega‑customers like OpenAI and TikTok that support its cloud infrastructure build‑out. While he acknowledges concerns about leverage, compressed margins, and execution risk, he views Oracle as relatively insulated from AI disruption in its core ERP and financial software and sees room for sentiment and multiples to improve from here.