Notable analyst calls this week: Procter & Gamble, Palantir and SentinelOne among top picks

The S&P 500 (SP500) closed in the green on Friday, with Nasdaq (COMP:IND) and Dow (DJI) advancing 0.64% and 0.8%. Wall Street had a slew of upgrades and downgrades from analysts. Here are some of the major calls for the week:

Evercore ISI upgrades Procter & Gamble

Procter & Gamble (PG) was upgraded to Outperform from In line by Evercore, which raised its PT to $166 from $161, citing improving U.S. execution, stabilizing category volumes, and signs that the company’s new organization is beginning to deliver.

Analyst Robert Ottenstein raised its fiscal first-quarter organic sales growth estimate to about 3%, versus a consensus of 2%, saying the quarter could mark the “end of downside risk” to P&G’s sales. They also expect the company to exit fiscal 2027 growing about 4%, a pace it said should support operating leverage.

Palatir upgraded on recent underperformance

Palantir (PLTR) was upgraded by Goldman Sachs from Neutral to Buy, citing recent underperformance.

“The two key debates we hear from investors at Palantir's current $8B revenue run rate and ~100% growth rate are 1) has the best part of Palantir's AI opportunity already been realized, or is the market deep enough for another set of higher revisions? And 2) how sustainable is the FDE model? Our primary takeaway from our most recent set of industry conversations is that the stock is setting up for another phase of outperformance into 2027,” said analyst Gabriela Borges.

The brokerage put a PT of $230 on the stock.

GlobalFoundries downgraded by BNP Paribas

GlobalFoundries (GFS) was downgraded by BNP Paribas to Neutral from Outperform as the investment firm said it sees the growth drivers for the semiconductor foundry as “priced in.”

“We remain optimistic on GlobalFoundries' growth plan and capability to diversify into higher margin optical, satcom, and automotive power applications,” BNP analyst Karl Ackerman wrote. “However, we believe these will be more gradual than current projections. Coupled with structural headwinds limiting Smart Mobile growth, we take a more conservative approach to the company's growth outlook.”

Ackerman also cut his price target to $51 from $80, adding that geopolitical concerns may be a concern for the company.

SentinelOne downgraded on CrowdStrike concerns

SentinelOne (S) was downgraded to Sector Perform from Outperform at FBN Securities, as the investment firm cited concerns about CrowdStrike (CRWD) encroaching on its business.

“The business has improved – NG operating margin% reached a record 10.5% in FQ2 2027, RPO accelerated to 45% Y/Y and AI security ARR roughly tripled – but at $25.43 the shares have moved through our target and more than doubled from the April low, while CrowdStrike keeps taking a larger share of incremental ARR than S’s share of the installed base,” FBN analyst Shebly Seyrafi wrote in a note to clients. “Net, we see a balanced risk/reward from here.”

BNP Paribas raised its Nvidia (NVDA) price target to $345 from $285, citing the company's broad range of AI hardware, CUDA software, and networking products. The brokerage also raised Intel's (INTC) price target to $125 from $75 while maintaining a Neutral rating, saying it could benefit from rising demand for server CPUs as AI agents require more computing power.

Citi upped its price target on AMD (AMD) to $800 from $575 as the investment firm said it now sees the CPU market hitting $300B by 2030.