Evercore upgrades Waters Corp (WAT) to Outperform with a $350 price target, citing near‑term Q1 goal reach and second‑half growth.
Rosenblatt upgrades Arista Networks (ANET) to Buy with a $180 target, driven by AI networking demand and $5.4 bn deferred revenue.
TD Cowen upgrades Freshpet (FRPT) to Buy with an $80 target, noting 14.3% retail sales rise and new bag line aiming for 48% gross margin.
Raymond James upgrades Instacart (CART) to Outperform ($50) and Seaport upgrades MSGS to Buy ($430), citing grocery AI boost and spin‑off tax pressures.