Analysts are intrested in these 5 stocks: ( (TGT) ), ( (TSLA) ), ( (GM) ), ( (F) ) and ( (OKTA) ). Here is a breakdown of their recent ratings and the rationale behind them.
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New trading tool for TSLA bearsTarget is back in the spotlight as analyst Zhihan Ma shifts the stock to a Hold, calling the risk‑reward “more balanced” after management unveiled a strategy refresh. The plan includes a $1B push into stores, labor, merchandising, marketing, and technology, funded by productivity gains, with the hope that tax refunds and potential rate cuts will support a near‑term turnaround.
Yet longer‑term doubts linger, as Target still faces a tough trade‑off between investing in price and stores while growing a lower‑margin e‑commerce business. Competition from Walmart, Amazon, and off‑price chains has made Target more of a “nice to have” in the retail mix, leaving analysts looking for proof of sustained share gains in home and apparel, stronger in‑store execution, and margin‑friendly sales growth before turning more bullish.
Tesla is reclaiming its role as a market darling, with analyst Alexander Perry reinstating coverage at Buy and a $460 price objective, arguing the company leads “Auto 2.0” and consumer autonomy. He sees Tesla’s emerging robotaxi business as the biggest driver of value, expecting it to expand rapidly from early deployments in San Francisco and Austin into seven more markets in the first half of 2026.
The bullish view stretches beyond cars, as Tesla’s full‑self driving software is seen as the most advanced consumer autonomy platform and a key monetization engine, while its Optimus humanoid robot and fast‑growing Energy business add optionality. With FSD subscriptions still only a small fraction of the fleet and regulatory headwinds slowing some rivals, the analyst believes Tesla can keep gaining share and scale its ecosystem more profitably than other EV and rideshare players.
General Motors is also winning favor, with Perry reinstating coverage at Buy and a $105 target by leaning into traditional strengths rather than chasing EV hype. He argues that a friendlier regulatory backdrop, including the easing of CAFÉ penalties and GHG rules, lets GM pivot harder toward its most profitable trucks and SUVs and away from money‑losing electric vehicles.
GM already leads U.S. market share and controls several top‑selling nameplates, and the analyst expects further momentum as ICE models benefit from mix shifts, low incentives, and tight dealer inventories. While 2026 could be constrained by plant downtime tied to major truck refreshes, he sees a 2027 payoff, with new capacity and a pivoted Orion plant supporting higher output and potentially stronger earnings.
Ford Motor gets a parallel vote of confidence, as Perry reinstates coverage with a Buy rating and a $17 price objective, also grounded in a better regulatory climate and a renewed focus on profitable segments. He believes Ford can meaningfully improve margins as it shifts toward higher‑margin trucks and SUVs, reins in losses in its Model E EV division, and leans on its powerful commercial and pickup franchises.
With Ford holding over 30% share in pickups and the F‑Series ranked as the top U.S. nameplate, the company has enviable pricing power that could grow if demand and tax refunds support higher‑trim sales. The analyst sees cost improvements, supplier recoveries, and platform simplification as tailwinds, while EV losses are projected to shrink and eventually flip to profits as Ford targets more affordable, mass‑market electric models.
Okta is emerging as a stealth AI play, as analyst Keith Bachman upgrades the stock to Buy and lifts his target to $97 on rising confidence in its growth durability. He argues that identity and access management will become the control layer for AI agents in enterprises, positioning Okta as a key beneficiary as companies race to secure human, machine, and agent identities.
With most organizations already experimenting with AI agents but lacking a clear governance strategy, Bachman expects identity spending to rise sharply as risks and breaches emerge. He sees Okta’s scale, integrations, and governance tools as advantages over smaller rivals, and believes that new product traction, better sales execution, and the secular rise of AI agents can drive upside to revenue estimates over the next several years.