Wall Street delivered a packed week of analyst moves, touching everything from AI networking to shipping. Piper ignited the action Monday, upgrading Arista Networks to Overweight and lifting its target to $159. The firm sees the networking gear maker thriving in the quiet, capital-intensive buildout of AI infrastructure, benefiting from strong hyperscaler relationships even as competitors circle.

The turnaround narrative dominated healthcare. Evercore launched coverage of UnitedHealth Group with an Outperform rating and a $400 price target, betting new management can stitch together a complex business and deliver mid-teens earnings growth over the long haul. Solar got a cold shoulder.

Jefferies downgraded First Solar to Hold, citing thin booking visibility and a long wait for meaningful free cash flow, despite tariff talk. Nike’s new CEO earned cautious respect. Needham moved Nike to the sidelines, praising the long-term strategy but worried about channel stuffing and a slow recovery in China.

Finally, the tanker party may be ending. BofA double-downgraded Scorpio Tankers to Underperform, fearing a Ukraine peace deal could flood the market with sanctioned Russian vessels.