Zacks.com featured highlights include Jacobs Solutions, Envista Holdings and and Tapestry

For Immediate Release

Chicago, IL – February 12, 2026 – Stocks in this week’s article are Jacobs Solutions Inc. J, Envista Holdings Corp. NVST and Tapestry, Inc. TPR.

3 Stocks with Upgraded Broker Ratings to Buy Amid AI-Related Headwinds

February has begun on a subdued note. The U.S. stocks witnessed an AI-driven sell-off as investors repriced lofty expectations. Several software stocks fell on fears that AI tools could erode pricing power and disrupt incumbents, with concerns also growing that hyperscaler AI capex may slow, weighing on chips and data-center suppliers. Overall, markets demanded clearer monetization and disciplined spending.

Against such a backdrop, it is difficult for retail investors to decide which stocks to pick for generating solid returns over time. One way to cut short this task is to follow brokers' recommendations. In this regard, stocks such as Jacobs Solutions Inc., Envista Holdings Corp. and Tapestry, Inc. are worth considering.

Brokers form informed views by engaging with senior management, scrutinizing public disclosures, and participating in earnings calls. With broad sector expertise, they place a company's fundamentals in the wider economic and competitive context, helping investors gauge how the stock may perform.

When a broker upgrades a stock, it is often driven by fresh evidence—updated guidance, channel checks, or revised assumptions—flowing into a refreshed model. While some inputs may be less visible to the broader market, upgrades can occasionally flag an inflection point before it is fully reflected in consensus expectations.

That said, a broker upgrade is only one input, not an investment thesis. Durable long-term returns typically come from triangulating multiple factors: business quality, valuation, industry structure, catalysts and risks, and the investor's own risk tolerance, time horizon, and portfolio constraints.

3 Stocks with Upgraded Broker Ratings to Bet On

Dallas, TX-based Jacobs Solutions is one of the leading providers of professional, technical and construction services to industrial, commercial and governmental clients. J operates two reportable segments, Infrastructure & Advanced Facilities and PA Consulting.

Jacobs Solutions' fiscal 2026 earnings are expected to rise 16.5% year over year. J, which currently carries a Zacks Rank #2, has witnessed a 6.3% upward revision in broker ratings over the past four weeks.

Envista Holdings, based in Brea, CA, is a global family of more than 30 dental brands, including Nobel Biocare, Ormco, DEXIS and Kerr. NVST's diversified portfolio of solutions covers a broad range of dentists' clinical needs for diagnosing, treating and preventing dental conditions as well as improving the aesthetics of the human smile.

NVST's 2026 earnings are projected to surge 17.7% on a year-over-year basis. Envista Holdings, sporting a Zacks Rank #1 at present, has witnessed an 18.5% upward revision in broker ratings over the past four weeks.

Based in New York, Tapestry is the designer and marketer of fine accessories and gifts for women and men. TPR offers lifestyle products, which include handbags, women's and men's accessories, footwear, jewelry, seasonal apparel collections, sunwear, travel bags, fragrance and watches.

Tapestry's fiscal 2026 earnings are expected to rise 19% year over year. TPR, currently sporting a Zacks Rank #1, has witnessed a 5% upward revision in broker ratings over the past four weeks.

For the rest of this Screen of the Week article please visit Zacks.com at: https://www.zacks.com/stock/news/2853959/3-stocks-with-upgraded-broker-ratings-to-buy-amid-ai-related-headwinds

Disclosure: Officers, directors and/or employees of Zacks Investment Research may own or have sold short securities and/or hold long and/or short positions in options that are mentioned in this material. An affiliated investment advisory firm may own or have sold short securities and/or hold long and/or short positions in options that are mentioned in this material.

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