
BING-JHEN HONG
Here are the latest stock rating upgrades by Seeking Alpha analysts:
Costco (NASDAQ:COST). Hold to buy by Hunting Alpha. “Costco’s valuation premium vs. comps is justified as its superior business model has delivered vastly superior shareholder returns. Encouragingly, the current COST premium vs. comps is slightly below historical averages…Tariffs remain a risk that can put pressure on margins, but import data and commodity price trends suggest limited impact so far.”
Salesforce (NYSE:CRM). Hold to buy by JR Research. “With CRM not assessed to be in imminent danger of suffering material near-term disruption risks from the new AI upstarts as it seeks to jumpstart its AI initiatives and cross-sell momentum, I am confident that its April 2025 bottom is robust.”
CrowdStrike (NASDAQ:CRWD). Hold to buy by Hunting Alpha. “Multiple channel checks point to higher-than-expected demand that consensus estimates don’t seem to be pricing in. So I expect a revenue result and guidance beat in Q1 results.”
Spotify (NYSE:SPOT). Hold to buy by Gary Alexander. “Although valuation remains elevated, Spotify’s improving margins and early-stage scale justify a buy rating, with confidence in its ability to grow into its multiples.
Spotify (NYSE:SPOT). Hold to buy by Uttam Dey. “Management is pulling the right levers in expanding margins, which can lead to the company possibly reporting over 70% growth in EPS this year. Such an impressive growth rate in earnings deserves a premium in valuing the company, which is why I moved to upgrade Spotify’s stock to a Buy and revise my price target.”
Clorox (NYSE:CLX). Sell to hold by Ian Bezek.
MicroStrategy (NASDAQ:MSTR). Sell to hold by The Asian Investor.
MPLX (NYSE:MPLX). Hold to buy by Patient Tech Investor.
Monday.com (NASDAQ:MNDY). Hold to buy by Gary Alexander.
Revolve (NYSE:RVLV). Sell to hold by Caffital Research.
More on Costco, Salesforce, etc.
- Strategy: Bitcoin Recovery Creates Less Risk (Rating Upgrade)
- monday.com’s Enterprise Moat Is Widening
- Spotify: I Was So Wrong – Premium Is Worth It (Rating Upgrade)
- Microsoft, CrowdStrike team up to map cyber threat actors together
- CrowdStrike Q1 2026 Earnings Preview: Analysts eye resilient demand