Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Wal-Mart (WMT) upgraded to Outperform from Market Perform at Telsey Advisory with analyst Joseph Feldman saying that it is regaining its "dominance" in brick-and-mortar retail while showing "new prowess" in digital commerce. Walmart's near-term results have been impacted by tax refund delays and it is lapping difficult comparisons, acknowledged Feldman, who said his upgrade is more about its long-term strategy and expected market shares gains from its increased focus on food and e-commerce, price investments, and the customer experience. He increased his price target on Wal-Mart shares to $82 from $73. 2. Williams (WMB) and Williams Partners (WPZ) upgraded to Buy from Neutral at Citi. 3. O'Reilly Automotive (ORLY) upgraded to Overweight on valuation at Atlantic Equities with analyst Sam Hudson saying valuation is compelling given consistent execution. 4. LogMeln (LOGM) upgraded to Outperform from Market Perform at Cowen with with analyst Gregg Moskowitz saying shares are poised to exceed expectations. 5. Sunoco (SUN) upgraded to Overweight from Equal Weight at Barclays with analyst Richard Gross saying the company has "clear visibility" to achieve its leverage goals with the convenience stores divestiture. The analyst believes the stock has further room to run and upped his price target to $35 from $26. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

Check out this evening's top movers from around Wall Street, compiled by The Fly. HIGHER AFTER EARNINGSImpinj (PI) up... To see the rest of the story go to thefly.com. See Story Here

Notable companies reporting after the market close, with earnings consensus, include Meta Plataforms (META), consensus $4.32... IBM (IBM), consensus $1.60... ServiceNow (NOW), consensus $3.14... Lam Research (LRCX), consensus $7.30... Chipotle Mexican Grill (CMG), consensus $11.68... O'Reilly Automotive (ORLY), consensus $9.26... Ford Motor (F), consensus 42c... United Rentals (URI), consensus $8.32... Align Technology (ALGN), consensus $1.97... Molina Healthcare (MOH), consensus $5.59... Teradyne (TER), consensus 33c... Universa Health Services (UHS), consensus $3.16... Western Union (WU), consensus 41c.

JPMorgan keeps a Neutral rating on Affirm (AFRM) after CNBC reported that One, a Walmart-backed fintech, has begun offering buy now, pay later at certain U.S. Walmart (WMT) locations. The announcement does not come as a complete surprise, as One first announced it was exploring a BNPL service in December 2022, the analyst tells investors in a research note. The firm points out Affirm expanded its relationship with Walmart in December 2023 to offer BNPL at self-checkout kiosks. For the time being, Affirm will remain a funding option at Walmart but will presumably compete head-to-head with One at the point of sale, adds JPMorgan. It believes the news "highlights the importance, foresight and wisdom" of launching the Affirm Card, which makes Affirm a funding option most anywhere Visa is accepted, while reducing Affirm's reliance on merchant-driven promotion and exclusivity. The firm views the Affirm Card as the company's "ace in the hole."

Mizuho analyst Dan Dolev says Affirm (AFRM) shares are lower today following a report that One, backed by Walmart (WMT), has started offering buy now, pay later loans in-store. However, this is not new news, as this was first reported in December 2022, the analyst tells investors in a research note. The firm says history suggests headline risks for Affirm end up being great buying opportunities. It estimates Walmart accounts for 5% of the company's gross merchandise volume and that all the volume likely won't go away. Affirm's total addressable market is in the trillions, so Walmart supporting buy now, pay later expands the visibility of the category, contends Mizuho. The firm keeps a Buy rating on the stock with a $65 price target.

Walmart's (WMT) majority-owned fintech startup One has begun offering buy now, pay later, or BNPL loans for big-ticket items at some of the retailer's more than 4,600 U.S. stores, putting One in direct competition with Affirm (AFRM), the BNPL leader and exclusive provider of installment loans for Walmart customers since 2019, CNBC's Hugh Son and Melissa Repko reported. Reference Link