Dollar Tree upgraded, PayPal initiated: 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: Raymond James upgraded Dollar Tree (DLTR) to Outperform from Market Perform with a $140 price target. The upgrade reflects a more favorable risk/reward profile, as FY26 earnings guidance appears conservative and leaves room for upside from lower fuel costs, potential tariff refunds, and share repurchases, even without an immediate traffic recovery, the firm tells investors in a research note. Goldman Sachs also upgraded Dollar Tree to Neutral from Sell with a price target of $125, up from $105. Goldman Sachs upgraded RH (RH) to Neutral from Sell with a price target of $155, up from $86. After several earnings misses driven by margin pressure, promotions, tariffs, backorders, and international expansion costs, RH could see stronger sales and margin improvement in 2027, though ongoing earnings volatility, declining membership, and inventory and discounting risks support a cautious outlook, the firm tells investors in a research note. Wells Fargo upgraded Old Dominion (ODFL) to Overweight from Equal.