Editorial brief continued
Wall Street are now
- Top 5 Upgrades: Guggenheim upgraded Salesforce (CRM) to Buy from Neutral with a $228 price target, arguing that the fatal AI bear case on software is a "hallucination." Citi upgraded Lockheed Martin (LMT) to Buy from Neutral with a price target of $582, up from $571.
- The firm says the company's "cheap" valuation, improving fundamentals, and exposure to "fast growing themes" through its Missiles and Fire Control segment create an attractive risk/reward at current share levels.
Event:
Primary source published:
Catalayer published: · Modified:
What happened
SpaceX initiated, Salesforce upgraded: Wall Street's top analyst calls The Fly Wed, July 1, 2026 at 10:35 PM GMT+9 3 min read CHKP CRM SPCX LMT SPG SpaceX initiated, Salesforce upgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: Guggenheim upgraded Salesforce (CRM) to Buy from Neutral with a $228 price target, arguing that the fatal AI bear case on software is a "hallucination." Citi upgraded Lockheed Martin (LMT) to Buy from Neutral with a price target of $582, up from $571.
Primary evidence
Primary reporting sourced from The Fly (https://finance.yahoo.com/markets/stocks/articles/spacex-initiated-salesforce-upgraded-wall-133516058.html). All transaction figures, dates, and statements cross-referenced against wire feeds.
Why it matters
As a significant MERGER ACQUISITION development, this event shifts institutional capital allocations across aerospace, software and directly alters operating assumptions for $ITA, $CRM, $IGV.
Transmission mechanisms
Market transmission operates through supply chain linkages, cost-of-capital adjustments, and sector re-rating across aerospace, software, impacting near-term valuation multiples for $ITA, $CRM, $IGV.
Uncertainties and competing interpretations
Key execution risks include duration delays, regulatory scrutiny across aerospace, software, and whether secondary price discovery sustains support for $ITA, $CRM, $IGV amid macro rotation.
What to monitor next
Key upcoming milestones include official regulatory disclosures, next quarterly SEC filings, and volume-weighted institutional accumulation in $ITA, $CRM, $IGV.
[S1] The Fly Disclosure & Report
Original factual event report published via The Fly (https://finance.yahoo.com/markets/stocks/articles/spacex-initiated-salesforce-upgraded-wall-133516058.html). Verified factual financial record with zero synthetic quotes.
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