Upgrades, downgrades, and outlook changes from major analysts.
Coverage of analyst actions including upgrades, downgrades, initiations, and price-target changes. This category tracks how institutional research influences market perception, momentum shifts, and short-term price behavior.
1,429 total articles
UBS has increased its gold price projection to $6,200 per ounce for March, June and September 2026, up from a prior $5,000 target. The bank cites robust central bank purchases, elevated ETF inflows and rising bar-and-coin demand, alongside lower U.S. real rates and heightened economic and political uncertainty. The SPDR Gold Shares ETF (GLD) has re…
Freedom Capital Markets raised Abbott Laboratories (ABT) from Hold to Buy while reducing its 12-month price target to $120 from $130. The move comes after Abbott reported a weaker-than-expected fourth quarter for 2025 and as the stock trades near its 52-week low. The research firm cited long-term upside tied to the planned integration of Exact Scie…
Freedom Capital Markets raised its price target on Tesla to $440 from $406 while holding a neutral stance on the stock. The firm pointed to fourth-quarter 2025 results that modestly exceeded consensus and flagged Robotaxi progress as a potential offset to ongoing EV demand weaknesses into 2026. Analysts remain divided on valuation and near-term out…
UBS raised its price objective on Tapestry Inc. to $125 from $123 while retaining a Neutral rating, citing strong fundamentals in the Coach brand and an anticipated modest Q2 earnings beat. Multiple analysts have increased forecasts and targets after robust fiscal-quarter results, though UBS and others warn that the market may already be pricing in…
Evercore ISI maintained an Outperform rating on IBM with a $345 price target but removed the stock from its Tactical Outperform list after the company posted stronger-than-expected fourth-quarter results. IBM beat revenue and EPS estimates, recorded broad-based segment growth, and issued 2026 guidance above Street expectations for sales and free ca…
UBS reiterated a Buy rating and a $600 price target on Microsoft after the company's latest earnings release, pointing to a favorable capacity outlook and potential backlog conversion. Microsoft reported double-digit revenue and EPS growth, while Azure and Microsoft 365 growth rates landed just below UBS estimates. Multiple other brokerages adjuste…
UBS has reaffirmed a Buy rating on AT&T and held its $31.00 price target after the carrier reported stronger-than-expected fourth-quarter results. The firm described the quarter as solid and said AT&T’s expansive fiber footprint and convergence advantages point to accelerating profit growth and rising free cash flow. Other analysts offered mixed re…
Benchmark Capital reiterated a Hold rating on Canadian Pacific Kansas City (NYSE: CP) after the company’s fourth-quarter 2025 results, which fell marginally short of expectations. Management provided initial 2026 guidance targeting operating ratio improvement and low-double digit core adjusted diluted EPS growth, supported by synergies and a foreca…
Benchmark has reaffirmed a Hold rating on Meta Platforms Inc. (META), pointing to uncertain returns on invested capital and a pronounced rise in capital and operating expenditures. While Meta benefits from healthy gross margins and recent revenue beats, the firm says high AI compensation and elevated capex leave the company’s medium-term profitabil…
UBS raised its price target on Meta Platforms to $872 from $830 and kept a Buy rating, citing guidance for 2026 operating and capital spending and the company’s expected realization of AI-driven revenue streams. The firm highlighted substantial ad monetization dollar growth and strong margin and revenue trends, while other brokerages also adjusted …
Benchmark has reaffirmed a Buy rating and a $425.00 price target on Charter Communications (CHTR) ahead of the company’s fourth-quarter 2025 earnings report, pointing to material upside from the current share price. The firm highlights value tied to the Cox Communications acquisition and Liberty ownership integration, while acknowledging investor c…
Benchmark reiterated a Hold rating on Landstar System (LSTR) after the company's fourth-quarter 2025 results. Adjusted EPS of $1.24 matched Benchmark's estimate and slightly exceeded the FactSet consensus of $1.22, but revenue missed expectations and discrete insurance and impairment charges reduced reported EPS. Operational trends are mixed: heavy…
C.H. Robinson’s shares rose sharply in after-hours trade following a fourth-quarter earnings beat, Benchmark’s reaffirmation of a Buy rating with a $160 target, and a string of upward price-target revisions from other brokerages. The freight broker reported modest EPS growth, margin gains across key segments and continued market-share momentum desp…
UBS raised its price target on GE Vernova to $936 from $835 while retaining a Buy rating after the company's fourth-quarter results and margin disclosures. UBS said it has increased conviction that margins can materially surpass medium-term targets and consensus, pointing to equipment backlog margin contribution and future pricing in service agreem…
C.H. Robinson reported adjusted fourth-quarter EPS of $1.23, beating the $1.13 consensus. UBS maintained a Buy rating with a $224 price target, citing an earnings surprise and stronger-than-expected cost discipline. Several other brokerages raised price targets after the print as the company showed market share gains, margin improvements and operat…
Benchmark raised its price target for The Chefs' Warehouse, Inc. (NASDAQ: CHEF) to $84 from $79 while maintaining a Buy rating, basing the new target on updated FY27 adjusted EBITDA estimates and a 14x multiple. The firm introduced quarterly estimates for fiscal 2026 and annual estimates for fiscal 2027, and said Q4 2025 results tracked in line wit…
Stifel increased its price target on Nurix to $35 from $33 while keeping a Buy rating, pointing to 2026 as a defining year for the company’s bexobrutideg BTK degrader program. The firm’s update reflects progress across registrational trials, potential Phase 1 readouts, and adjustments to commercialization timing and financing assumptions. Multiple …
Stifel confirmed a Buy rating on Tesla and kept a $508 price target following the automaker's fourth-quarter 2025 report. The firm and other analysts pointed to stronger-than-expected revenue, gross profit and operating income, progress on Robotaxi and FSD developments, and significant capital plans for 2026. Market estimates for Tesla's value vary…
Stifel reduced its 12-month price target for Las Vegas Sands to $72 from $75 while retaining a Buy rating, highlighting weakness in Macau hold-adjusted EBITDA margins and the absence of recovery signs in the base mass segment. The company continues to report robust results in Singapore, and analysts’ targets still sit above the current share price …
Stifel reduced its price target for Automatic Data Processing (ADP) to $280 from $290 while keeping a Hold rating after the company reported fiscal second-quarter 2026 results that modestly beat expectations. ADP posted 5% organic constant currency revenue growth and 11% EPS growth in the quarter, nudging up fiscal 2026 guidance. Margin expansion i…
Cantor Fitzgerald has lowered its price target on Gemini Space Station to $14.00 from $26.00 but retained an Overweight rating. The revision reflects reduced revenue estimates and a cut to the target multiple, even as the firm says it still backs Gemini's long-term potential. The stock currently trades at $8.46, leaving a theoretical upside to the …
Stifel raised its price target for IBM to $340 from $325 and retained a Buy rating after the company reported robust fourth-quarter 2025 results and a material free cash flow beat. IBM delivered solid organic revenue and EPS growth, outperformed consensus on free cash flow in Q4, and issued 2026 guidance that was broadly in line with expectations w…
Stifel raised its price target on Lam Research to $280 from $250 and kept a Buy rating after the company reported stronger-than-expected fiscal results and guidance. Lam posted robust revenue and growth metrics, and management projects industry wafer fabrication equipment (WFE) spending of $135 billion in calendar 2026. Multiple brokerages have inc…
Stifel reduced its 12-month price target on ServiceNow (NOW) to $180 from $200 while keeping a Buy rating following the company's latest quarterly report. The quarter delivered modest organic upside but produced a mixed set of checks, prompting some analysts to lower targets even as others maintained Overweight/Buy stances based on robust subscript…
Cantor Fitzgerald reiterated an Overweight rating and $510 price target on Tesla after the automaker’s fourth-quarter results outperformed consensus on revenue, gross margin and earnings. The company reported a second consecutive year of lower vehicle deliveries and announced stepped-up capital spending and new production timelines for multiple pro…
