Wall Street analysts delivered a handful of bullish calls on Friday, with upgrades spanning aerospace, consumer brands, biotech, and ride-sharing. Here's what changed and what it might mean for investors.

Rocket Lab Takes Off

Morgan Stanley analyst Kristine Liwag made the biggest splash, upgrading Rocket Lab Corp (RKLB) from Equal-Weight to Overweight and boosting the price target from $67 to $105. That's a substantial vote of confidence for the space company, whose shares closed at $90.76 on Thursday. The new target implies another 16% upside from current levels.

Consumer Brands Get Some Love

Keybanc analyst Noah Zatzkin had a busy morning, issuing two upgrades in the consumer discretionary space. First up was Topgolf Callaway Brands Corp. (MODG), which he lifted from Sector Weight to Overweight with a $17 price target. The stock closed Thursday at $14.68, meaning Zatzkin sees roughly 16% upside ahead.

He also upgraded Yeti Holdings Inc (YETI) from Sector Weight to Overweight, slapping a $57 price target on the premium cooler and drinkware maker. That represents about 15% upside from Thursday's close of $49.34.

Southeast Asia and Biotech Round Out the List

HSBC analyst Piyush Choudhary upgraded Grab Holdings Ltd (GRAB) from Hold to Buy, setting a $6.20 price target on the Southeast Asian super-app. With shares closing at $4.39 on Thursday, that implies substantial upside of more than 40% if Choudhary's thesis plays out.

Finally, Goldman Sachs analyst Asad Haider turned bullish on BioNTech SE (BNTX), upgrading the German biotech company from Neutral to Buy. He raised his price target from $115 to $142, well above Thursday's closing price of $106.07.

These upgrades reflect shifting analyst sentiment across multiple sectors, from the high-flying space economy to consumer staples and emerging market tech. As always, price targets represent analyst expectations rather than guarantees, but they offer a window into how Wall Street is thinking about these companies' prospects.