SA Analyst Upgrades/Downgrades: Salesforce, Bristol Myers Squibb, Palantir, and Reddit.

Analysts at SA, Amrita Roy and Oakoff Investments, have upgraded Salesforce and Reddit, respectively, due to their strategic moves and strong AI monetization capabilities. In contrast, Noah's Arc Capital has downgraded the stocks. Salesforce is expected to benefit from its agentforce and consumption-based pricing, while Reddit's Q2 results demonstrated its potential in AI monetization.

Analysts at Seeking Alpha (SA) have recently upgraded Salesforce (CRM) and Reddit (RDDT) due to their strategic moves and strong AI monetization capabilities, while Noah's Arc Capital has downgraded Palantir Technologies (PLTR) and Bristol-Myers Squibb Company (BMY). These upgrades and downgrades reflect the evolving market sentiment and growth potential of these companies.

Salesforce Upgrade

Amrita Roy, an analyst at SA, has upgraded Salesforce to a "Buy" rating with a $328 price target. Roy cited Salesforce's transition to consumption-based pricing with Flex credits and the pending Informatica acquisition as key drivers for the upgrade. The analyst noted that the consumption-based pricing model for Agentforce will play a pivotal role in driving adoption in the coming quarters, especially as it unlocks new agentic AI use cases [2].

Reddit Upgrade

Oakoff Investments has upgraded Reddit from a "Sell" to a "Hold" rating. The analyst highlighted Reddit's exceptional Q2 2025 performance with $500M revenue (+78% YoY) and its strategic positioning as the #1 most cited domain for AI training. Reddit's AI partner companies are increasingly using its content, which is expected to drive significant growth in "Other revenue" (Data Licensing) [2].

Noah's Arc Capital Downgrade

Noah's Arc Capital has downgraded Palantir Technologies from a "Strong Buy" to a "Hold" rating. Despite Palantir's strong fundamentals and record $10B Army contract, the analyst cited concerns about the stock's extreme valuation at over 265x forward earnings and rising government contract risks [2].

Bristol-Myers Squibb Downgrade

Manika Premsingh has downgraded Bristol-Myers Squibb to a "Hold" rating. The analyst noted that while revenue performance is showing signs of recovery, earnings disappointments and reduced guidance present ongoing challenges. Better times are expected for the stock as its revenue growth accelerates and investments pay off, but it could take time [2].

These upgrades and downgrades underscore the importance of monitoring strategic moves and AI monetization capabilities in evaluating the growth potential of these companies. Investors should continue to assess these developments and adjust their portfolios accordingly.

References

[1] https://www.ainvest.com/news/salesforce-strategic-shifts-insider-activity-balancing-act-long-term-investors-2508/
[2] https://seekingalpha.com/news/4477457-sa-analyst-upgradesdowngrades-crm-bmy-pltr-rddt