Recent analyst actions reveal strategic adjustments among major companies including Meta Platforms (META), which has been upgraded due to promising revenue prospects and an attractive valuation, while Mondelez International (MDLZ) sees an improved outlook as cocoa prices stabilise. Conversely, CoStar Group (CSGP) and UnitedHealth Group (UNH) face downgrades due to concerns over spending efficiency and a challenging market environment, respectively.
Upgrades
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Meta Platforms (META): Upgrade Hold to Buy by Ahan Vashi. Despite a significant one-time tax charge affecting Q3 earnings, the analyst sees strong core KPIs and a bullish outlook supported by technical and fundamental analysis.
“Considering Meta’s healthy business performance, reasonable valuation, and constructive technical setup, I am upgrading Meta back to a Buy rating in light of its Q3 2025 earnings dip. … Meta is potentially in the middle of a bullish Wave-5 move as per Elliott Wave Theory, with a target range of $850-1075 per share.”
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Mondelez International (MDLZ): Upgrade Hold to Buy by Caffital Research. The analyst expects earnings to rebound as cocoa prices begin to moderate, which should alleviate pressure on margins.
“Cocoa prices have started to moderate due to improved crops, setting up a gradual earnings recovery in the upcoming years. The stock now undervalues Mondelez’s normalized earnings potential, and as such, I upgrade my rating on MDLZ stock to Buy.”
Downgrades
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CoStar Group (CSGP): Downgrade Buy to Hold by Sandpiper Investment Research. The analyst expresses concerns about high SG&A spending not delivering proportional growth and the company’s lofty valuation.
“Until management can meaningfully improve margins, get better returns on incremental SG&A dollars spent to drive gross profit growth. CoStar just doesn’t deserve a $30+ billion market cap. ”
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UnitedHealth Group (UNH): Downgrade Buy to Hold by StockBros Research. While acknowledging good Q3 earnings, the analyst is cautious about ongoing profitability pressures and elevated valuations.
“Investors buying today can buy UNH at a reasonable price, but it still has to deal with elevated medical utilization, regulatory headwinds, and turnaround work at Optum. Despite the long-term picture still looking good, the urgency to add at these levels is gone.”