On this episode of Stock Movers:

- Carvana shares (CVNA) falls. BofA Global Research downgrades the online used-car retailer to neutral from buy citing recent macro and industry developments. Analyst Michael McGovern says with “the recent oil shock potentially pressuring an already stretched lower & middle income consumer, and 2-year rates moving the opposite direction, we think the risk/reward profile is more balanced now.”

- Netflix shares (NFLX) are up after Goldman Sachs upgraded the streaming-video company to buy from neutral. “We expect NFLX’s upcoming earnings report to reflect a strong start to 2026 as management continues to execute well against its core areas of strategic focus,” writes analyst Eric Sheridan.

- Tyson Foods shares (TSN) rise as Piper Sandler upgrades to overweight from neutral citing potential near-term catalysts in beef and chicken. Analyst Michael Lavery says Tyson “has strong top-line momentum with its portfolio benefitting from consumer shifts to more protein.”