CTAS upgraded from Neutral to Buy W/ $230 PT (from $200) @ BAML

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled. Top 5 Upgrades: Capital One upgraded Palo Alto Networks (PANW) to Overweight from Equalweight with a price target of $421, up from $307. The firm believes Palo Alto will benefit from AI in data center buildouts, increasing attack surfaces, budget shifts toward cybersecurity, and securing AI deployments. Capital One upgraded Okta (OKTA) to Overweight from Equalweight with a price target of $171, up from $126. Okta is well positioned as a "strong neutral and strategic partner" with other cybersecurity companies, the firm tells investors in a research note. BofA upgraded Cintas (CTAS) to Buy from Neutral with a price target of $230, up from $200, following better than expected Q4 results. FY27 guidance was above Street, but "likely leans conservative," says the firm, which is "incrementally more constructive" on the setup for earnings over the next several quarters. JPMorgan upgraded BlackRock (BLK) to Overweight from Neutral with a price target of $1,364, up from $1,165, and added the stock to its Analyst Focus.