Okta upgraded, Datadog downgraded: Wall Street's top analyst calls

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: Scotiabank upgraded Okta (OKTA) to Outperform from Sector Perform with a $165 price target. The firm views Okta as an AI beneficiary from a rising tide of cybersecurity spend as a result of Mythos preparedness as firms look to modernize their identity stack. Scotiabank also upgraded SentinelOne (S), Qualys (QLYS), Tenable (TENB) and Check Point (CHKP) to Outperform from Sector Perform. BofA upgraded T-Mobile (TMUS) to Buy from Neutral with an unchanged $220 price target. The market is overreacting to peak concern, and T-Mobile has the most strategic partnership value, lowest exposure to low earthy orbit broadband and wireless, and has the most wireless pricing flexibility, the firm tells investors in a research note. HSBC upgraded Gilead (GILD) to Buy from Hold with a price target of $155, up from $133. The market is too pessimistic on the HIV market post-dolutegravir generics, says the firm, which believes long-acting HIV therapies will improve adherence and help offset declines. Goldman Sachs.