Check out today's top analyst calls from around Wall Street, compiled by The Fly.

BUY PINTEREST: LightShed Partners analyst Richard Greenfield initiated coverage of Pinterest (PINS) with a Buy rating and $100 price target. Greenfield argued that Pinterest is well-positioned to "be a leader among digital properties" as digital continues taking share from untargeted ads across legacy media given that its users "come to the platform with intent to spend in a particular category."

RISK OF MARGIN SQUEEZE: Mizuho analyst Dan Dolev initiated coverage of Coinbase (COIN) with a Neutral rating and $285 price target. The company is "major share gainer" and offers "best in class" user engagement, but the risk of pricing pressure is offsetting the "abundant" opportunities for the stock, the analyst told investors in a research note. Dolev added that 80% of the company's total revenue is reliant on retail transaction fees, and that Coinbase has a "significant user overlap with PayPal (PYPL) and Square's (SQ) Cash App."

GM-LIKE SIGNIFICANT RE-RATING: Wolfe Research analyst Rod Lache upgraded Ford (F) to Outperform from Peer Perform with a price target of $15, up from $13. General Motors (GM) saw a "significant re-rating" starting in the fall of 2020 after the company provided the Street with "clear reasons to gain confidence in the company's terminal value, and growth," Lache told investors in a research note. The analyst believes a "similar phenomenon" could drive shares of Ford. The company is finally entering a compelling new product cadence after multiple years of relative weakness, the analyst contended. Lache sees a "very clear path" for further improvement in 2022 and believes next month's capital markets day has the potential to change investor perception.

MOVING TO THE SIDELINES: Goldman Sachs analyst Mark Delaney downgraded Lordstown Motors (RIDE) to Neutral from Buy with a price target of $10, down from $21. The analyst believes Lordstown's plan to be the first mover in the fleet focused part of the electric vehicle pickup truck market "gives it an opportunity to be successful long-term." However, the company's recent issues with the Baja race, as the vehicle ran out of battery after about 40 miles, suggests there could be more development work to do on the powertrain than expected, Delaney contended. This factor, coupled with the global auto supply chain challenges that are making it difficult to obtain parts, could increase the probability that Lordstown's market entry will be delayed, the analyst added.

Delaney also downgraded Fisker (FSR) to Sell from Neutral with a price target of $10, down from $15. The analyst is "incrementally concerned" about the company's "late time to market" as competition increases. Fisker is planning to enter the industry starting in the fourth quarter of 2022 with its Ocean SUV and also announced a plan for a "unique follow-on vehicle" with Foxconn (HNHPF) that could enter the market around the fourth quarter of 2023, Delaney noted. By the time this vehicle may be ramping, the competitive landscape "could be even more challenging," Delaney told investors in a research note. He sees benefits to Fisker's planned use of outsourced manufacturing, but does not consider the manufacturing model itself to be the key determinant of long-term product success.

TOP PICK IN U.S. SOLAR: Barclays analyst Moses Sutton upgraded SolarEdge Technologies (SEDG) to Overweight from Equal Weight with a price target of $365, up from $334, representing 43% upside. The analyst named SolarEdge his new top pick in U.S. solar. Consensus estimates are too low as upside potential from Kokam pricing and EnergyHub volume are being underappreciated, Sutton told investors in a research note. The analyst views SolarEdge as among strongest positioned solar names into the first quarter reporting season.

Sutton upgraded First Solar (FSLR) to Equal Weight from Underweight with a price target of $84, up from $65. The analyst does not expect polysilicon pricing pressure to be a "material tailwind" for the company as U.S. imports are dropping and tariffs are still rolling off. However, he recommended investors "side-step" the "crowded" First Solar short trade for now.