Wall Street analysts issued a series of rating changes between 12 and 16 June, highlighting both optimism over artificial-intelligence demand and concerns about stretched valuations across high-growth names. Wolfe Research lifted Datadog to Outperform from Peerperform and set a $150 price target, saying meetings at the cloud-monitoring company’s Dash innovation conference reinforced confidence in near-term AI-driven revenue acceleration. Wells Fargo upgraded cybersecurity vendor Zscaler to Overweight from Equal Weight and boosted its price target to $385 from $260, forecasting a return to 20%-plus billings growth and a path to $5 billion in annual recurring revenue. JPMorgan separately raised its Zscaler target to $348 while maintaining an Overweight rating. Bank of America took the opposite tack on cloud-infrastructure provider CoreWeave, cutting the stock to Neutral even as it more than doubled its price target to $185 from $76. The bank said the shares’ 145% rally since first-quarter results leaves limited near-term upside despite wins with hyperscale customers. In the consumer sector, TD Cowen upgraded energy-drink maker Celsius Holdings to Buy from Hold and lifted its target to $55 from $37, citing stabilizing scanner data, an expanding innovation pipeline and increased shelf space.