Wall Street analysts issued a broad set of rating changes and new coverage on Friday. BTIG upgraded Etsy to Buy from Neutral with a $90 price target, saying the shares’ pullback since July 16 had improved the risk-reward. JPMorgan upgraded Tyson Foods to Overweight from Neutral with a December 2027 target of $63, implying 21% upside, as it said chicken-cost headwinds were understood and could be partly offset by industry production cuts. Mizuho initiated Boyd Group Services at Outperform with a $120 target, while TD Cowen upgraded Targa Resources to Buy and named it its top midstream pick with a $350 target. Barclays initiated Tower Semiconductor at Overweight, citing its position in silicon photonics foundry services and expected growth in optical semiconductors. Stifel upgraded Yeti to Buy from Neutral with a 12-month target of $50, and Citi upgraded StubHub to Buy from Neutral, citing robust third-quarter 2026 app downloads and expecting adjusted EBITDA above expectations. KeyBanc initiated NeuroPace at Overweight, citing its differentiated approach to drug-resistant epilepsy and long-term growth drivers. UBS upgraded Waste Connections to Buy from Neutral and FTC Solar to Buy, raising its FTC target to $3.60. Bank of America initiated Natural Grocers by Vitamin Cottage at Buy with a $35 target, implying 20% upside, while Needham upgraded Dynatrace to Buy with a $68 target. UBS reiterated Amazon at Buy, arguing its AWS revenue estimates remain above consensus for fiscal 2027. JPMorgan initiated Sigma Lithium at Overweight with a December 2027 target of $14 per share. Rothschild & Co Redburn upgraded Southwest to Neutral from Sell, and Baird upgraded Regions Financial to Neutral from Underperform. Wells Fargo downgraded Netflix to Underweight from Equal Weight, citing engagement risk and difficult content-spending, licensing and merger-and-acquisition choices. JPMorgan upgraded Ball and Crown Holdings to Overweight from Neutral. Morgan Stanley reiterated Meta, Alphabet and Apple at Overweight, saying scaled distribution and large proprietary data sets position them well for agentic AI (AI systems that act toward goals). Wedbush reiterated Nvidia at Outperform after management meetings, while Evercore ISI reiterated Apple at Outperform and raised its target to $380 from $365. BMO upgraded Mascom to Outperform from Market Perform, citing a 36% decline from its May peak and a forward multiple of 29x, down from the high-50s in June. Bank of America upgraded Equinor to Buy, citing exposure to European spot gas prices, and Barclays initiated Helus Pharma at Overweight with a $35 target ahead of pivotal major depressive disorder results.