Jacobs, Envista, and Tapestry Stocks Upgraded by Brokers Amid AI Volatility

Brokers see opportunities in these stocks as investors seek steadier plays amid AI-driven market turbulence.

Published on Feb. 12, 2026

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Amid the ongoing volatility in the markets driven by the rise of AI, brokers have upgraded their ratings on several stocks, including Jacobs Solutions Inc., Envista Holdings Corp., and Tapestry, Inc. These companies are seen as offering more stability and growth potential compared to other investments. Brokers form their views by closely analyzing company fundamentals, industry trends, and economic conditions, providing investors with informed recommendations to navigate the current market environment.

Why it matters

The broker upgrades on these stocks highlight the importance of following expert analysis in volatile market conditions. As retail investors struggle to identify the right investments, broker recommendations can serve as a valuable guide, flagging potential opportunities before they are fully reflected in consensus expectations. The upgrades also suggest that these companies may be better positioned to weather the AI-related headwinds currently affecting the markets.

The details

Jacobs Solutions, a global technology and consulting firm, is expected to see its fiscal 2026 earnings rise 16.5% year-over-year. The company has witnessed a 6.3% upward revision in broker ratings over the past four weeks. Envista Holdings, a leading dental solutions provider, is projected to see its 2026 earnings surge 17.7% year-over-year. The company has witnessed an 18.5% upward revision in broker ratings over the past four weeks. Tapestry, the designer and marketer of luxury accessories and gifts, is expected to see its fiscal 2026 earnings increase 19% year-over-year. Tapestry has witnessed a 5% upward revision in broker ratings over the past four weeks.

  • Jacobs Solutions, Envista Holdings, and Tapestry have all seen broker rating upgrades over the past four weeks.

The players

Jacobs Solutions Inc.

A global technology and consulting firm that provides a broad range of technical, professional, and construction services.

Envista Holdings Corp.

A global family of more than 30 dental brands, including Nobel Biocare, Ormco, DEXIS, and Kerr, offering a diversified portfolio of solutions for dentists' clinical needs.

Tapestry, Inc.

The designer and marketer of fine accessories and gifts for women and men, including handbags, accessories, footwear, jewelry, apparel, sunwear, travel bags, fragrance, and watches.

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The takeaway

The broker upgrades on Jacobs Solutions, Envista Holdings, and Tapestry suggest that these companies may offer more stability and growth potential compared to other investments in the current volatile market environment driven by the rise of AI. By following informed broker recommendations, investors can potentially identify opportunities before they are fully reflected in consensus expectations.