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.
1,432 total articles
DA Davidson increased its price target on Jack Henry to $216 from $190 and left its Buy rating intact, ahead of the company’s fiscal second-quarter report. The move joins a string of analyst upgrades and higher targets, while company data points to strong financial metrics and a modest undervaluation by fair value assessment.
Craig-Hallum initiated coverage of StubHub Holdings (NYSE: STUB) with a Hold rating and a $12 price target, a level beneath the stock's trading price of $14.27. The firm praises StubHub's position as the leading secondary ticket marketplace and notes robust revenue growth, but expresses skepticism about Street assumptions for a sharp ramp in direct…
TD Cowen raised its price objective on Lam Research to $290 from $170 and retained a Buy rating after the company presented an elevated wafer fabrication equipment (WFE) outlook for 2026. Lam’s internal forecasts and recent results, along with upward revisions from several brokerages, underpin the more bullish analyst stance even as valuation appea…
TD Cowen cut its price target on ServiceNow to $185 from $200 while retaining a Buy rating after the company reported quarterly results that TD Cowen called "strong." The research note highlighted modest beats in organic current remaining performance obligations, robust gross margins, and growth in revenue, even as the stock trades well below its p…
TD Cowen has kept its Buy rating and $270 price target on Danaher, even after the stock slid following fourth-quarter results and guidance for the first quarter of 2026 that fell slightly below consensus. Analysts broadly remain positive, but early signals point to a more muted 2027 growth outlook and a conservative management tone as a new CFO joi…
TD Cowen reduced its price target for AT&T to $32 from $33 and kept a Hold rating after the telecom reported mixed fourth-quarter 2025 results. The firm pointed to weaker-than-expected phone subscriber additions but stronger-than-expected EBITDA, and described 2026 guidance as reasonable in a competitive environment. KeyBanc reiterated an Overweigh…
TD Cowen maintained its Buy rating and $820 price target on Meta Platforms Inc. after the company reported fourth-quarter results that topped consensus. Meta beat estimates on revenue and operating income, cited double-digit impressions growth and provided first-quarter revenue guidance above Street expectations, while multiple other firms adjusted…
TD Cowen bumped its price target on Tesla to $519 from $509 and left a Buy rating in place after the automaker’s fourth-quarter report, pointing to margin upside and progress on RoboTaxi and robotics initiatives as the basis for improving sentiment. Other brokerages remain divided, with price targets ranging widely and differing views on Tesla’s ca…
Craig-Hallum increased its price objective on Planet Labs to $33 from $30 while keeping a Buy rating, pointing to the company’s differentiated capabilities, favorable cost-to-performance profile, advanced AI use, and expanding sovereign and defense markets. The research house also emphasized a detailed pricing comparison of imagery providers and no…
BMO Capital has reaffirmed an Outperform rating and a $115.00 price target on Starbucks, even after the coffee chain reported a first-quarter fiscal 2026 earnings-per-share shortfall. The firm points to accelerating comparable sales and a return to transaction growth in the U.S. as evidence the turnaround is progressing, while Starbucks’ guidance s…
BMO Capital Markets increased its price objective on Brinker International to $175 from $170 while keeping a Market Perform rating after the company reported fiscal second-quarter 2026 results that outpaced consensus estimates. Brinker delivered adjusted EPS of $2.87 and revenue of $1.45 billion, supported by stronger Chili’s comparable sales, impr…
JPMorgan increased its 12-month price objective for PPG Industries to $126 from $117 while reaffirming an Overweight rating, citing stronger-than-expected cash flow and a revenue beat in the company’s fourth-quarter 2025 results. PPG reported solid operational cash generation that outpaced JPMorgan’s model, even as adjusted EPS missed estimates and…
Texas Capital Securities shifted its recommendation on Alpha Metallurgical Resources (AMR) from Buy to Hold while increasing its price target to $210 from $185. The firm cut adjusted EBITDA projections for late 2025 and fiscal 2026, citing a weaker price deck for key metallurgical coal products, even as some operational offsets supported margins. A…
BMO Capital reduced its price target for HubSpot Inc (HUBS) to $385 from $465 and kept an Outperform rating, pointing to limited upside to consensus billings and revenue in the December quarter and modest deterioration in small and medium-sized business (SMB) conditions. Other brokerages maintain bullish ratings with a range of price targets, refle…
BMO Capital has reaffirmed an Outperform rating on Canadian Pacific Kansas City (CP) and set a price target of C$126.00. The firm points to a variety of factors - including targeted double-digit EPS growth for 2026, mid-single-digit volume gains, buyback contribution, productivity improvements, and a planned 15% reduction in capital expenditures - …
TD Cowen has cut its price objective on UnitedHealth Group to $311 from $338 while maintaining a Hold rating. The firm adjusted 2026 and 2027 EPS forecasts, incorporated assumptions tied to 2026 guidance and a weaker-than-expected Medicare Advance Notice, and set the new target using a 16.0x multiple on its 2027 estimate. Other major brokerages hav…
Altria reported fourth-quarter adjusted EPS of $1.30, flat year-over-year and matching Stifel's estimate but $0.02 below consensus. The company experienced a 7% underlying decline in cigarette volume, slightly worse than the industry's 6.5% drop, while revenue net of excise taxes topped expectations at $5.08 billion. Management issued 2026 EPS grow…
RBC Capital reduced its 12-month price target on Badger Meter (BMI) from $229 to $191 while keeping an Outperform rating. The stock, trading near $146.32 and close to a 52-week low after a roughly 30% decline over the past year, posted a modest operating beat in Q4 2025 driven by improved gross margins but delivered softer organic growth than RBC e…
RBC Capital has increased its price target on IBM to $361 from $350 while keeping an Outperform rating, pointing to a strong finish to the year, better-than-expected software results - notably in the Data segment - and outperformance on free cash flow. The stock is trading near $294.16 with a price-to-earnings ratio of 35.23. Multiple other banks a…
RBC Capital increased its 12-month price target on AGNC Investment Corp to $13.00 from $11.00 and kept an Outperform rating after the mortgage REIT reported robust economic returns in the fourth quarter. The move follows tightening agency mortgage-backed securities spreads and subsequent government-sponsored enterprise purchases, which helped drive…
Jefferies maintained a Hold rating and a $540 price target on Lockheed Martin after the company won a second Department of War agreement to boost production capacity. The stock trades well above the target and near its 52-week high. The defense contractor is increasing output of THAAD interceptors and previously expanded PAC-3 missile production, m…
RBC Capital increased its price objective for ASML Inc. to $1,625 from $1,550 and maintained an Outperform rating after the semiconductor equipment maker reported record quarterly bookings of €13.2 billion. The upgrade follows strong revenue and bookings that analysts say are being driven by artificial intelligence-related demand, even as China dem…
Piper Sandler increased its price objective on Nurix (NRIX) to $35 from $32 and kept an Overweight rating after the biotech’s fourth-quarter 2025 results and an updated pipeline timetable. The broker sees near-term upside versus the current share price, while other analysts have also raised targets and ratings following Nurix’s disclosures about ad…
Piper Sandler has adjusted its price target for Celsius Holdings (CELH) to $65 from $61 and retained an Overweight rating. The firm shifted its valuation reference to estimated calendar 2027 EV/Sales and flagged potential upside to fourth-quarter 2025 and conservative 2026 sales projections. Celsius has also announced a $300 million share buyback a…
Piper Sandler increased its price target on SEI Investments to $109 from $102 and kept an Overweight rating after the company reported quarterly results that exceeded expectations. The firm raised its 2026 and 2027 EPS forecasts, reflecting the quarter's strength and the inclusion of Stratos in its model. SEI's margins and revenue growth showed imp…
