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.
1,435 total articles
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…
Piper Sandler has reaffirmed an Overweight rating and a $500 price target on Tesla following the automaker's Q4 earnings call. The firm highlighted Tesla's strategic reorientation toward autonomous vehicles and humanoid robotics, the planned discontinuation of the Model S and Model X to free factory capacity for robot production, and an aggressive …
Piper Sandler has reaffirmed an Overweight rating on ServiceNow (NYSE:NOW) with a $200 price target following the company’s fourth-quarter results and fiscal 2026 guidance. The target implies roughly 54% upside from the referenced share price of $129.62. Analysts highlighted accelerating Net New Annual Contract Value growth, Now Assist passing $600…
KeyBanc has reiterated an Overweight rating on Danaher Corporation and set a $310 price target, citing sustained bioprocess growth, improving diagnostics and life-science end markets, and strong cash generation. The target implies roughly 38% upside from the prevailing share price. Danaher’s latest quarterly results beat expectations, and managemen…
KeyBanc Capital Markets has left its Sector Weight rating on Murphy Oil Corp. (NYSE:MUR) after the company's fourth-quarter results, citing concerns about 2026 production guidance and a shortfall in year-end 2025 proved developed reserves. The stock trades at a P/E of 31.4, and the company reported mixed quarterly results with an earnings beat but …
KeyBanc Capital Markets kept its Sector Weight rating on PPG Industries, highlighting initial 2026 guidance that implies about 4% EPS growth before share buybacks amid a still challenging, relatively flat demand backdrop. Management buybacks, early signs of stabilization in refinish and general industrial end markets, and mixed fourth-quarter resul…
KeyBanc has reaffirmed an Overweight rating and a $30.00 price target on AT&T (T), pointing to an expected acceleration in adjusted EBITDA growth and increased capital returns as the company phases out legacy copper assets and emphasizes 5G, Fiber and Advanced Connectivity businesses. AT&T's recent fourth-quarter 2025 results beat consensus on both…
KeyBanc Capital Markets has kept a Sector Weight rating on Lam Research following the company’s second-quarter results. Lam reported earnings that beat expectations, issued above-consensus guidance, and signaled broad market growth into calendar year 2026. The stock, however, trades at a high valuation, with a market capitalization of $300.92 billi…
KeyBanc Capital Markets has left its Sector Weight rating on Digital Realty Trust (NYSE: DLR) unchanged, describing the current setup as positive but characterizing the overall risk/reward profile as neutral. The firm points to projected 2026 growth above consensus and a robust backlog, while also noting that the companys >1MW business is lagging …
KeyBanc reduced its 12-month price target for ServiceNow (NOW) to $115.00 from $155.00 and kept an Underweight rating, citing a 2026 organic subscription revenue forecast that the firm deems insufficient to calm market worries. ServiceNow’s shares have slid toward their 52-week low, falling materially over recent months, and dropped further in afte…
Keefe, Bruyette & Woods raised its price target on Dynex Capital to $15.25 from $14.50 and retained an Outperform rating, citing a 3-4% year-to-date rise in book value and recent quarter earnings that materially exceeded expectations. The research house left its 2026 earnings forecast unchanged and nudged up 2027 estimates while projecting economic…
Keefe, Bruyette & Woods (KBW) raised its price objective on Provident Financial Services (PFS) to $25.00 from $23.00 while leaving an Outperform rating in place. The move follows fourth-quarter results that beat analyst expectations, a stock bump after the announcement, and a string of improving pre-provision net revenue and earnings metrics highli…
JPMorgan raised its price target for Meta Platforms Inc. to $825 from $800 and kept an Overweight rating, citing a strong first-quarter revenue outlook with growth pushing into the 30% range. The bank said projected 2026 revenue could cover expected total expenses of $162 billion to $169 billion and capital expenditures of $115 billion to $135 bill…
JPMorgan increased its 12-month price target on IBM to $317 from $312 while retaining a Neutral rating following a quarter of robust software growth, higher profitability and solid free cash flow. IBM reported revenue and earnings that outperformed expectations, with notable strength in software and mainframe businesses, while management set fiscal…
JPMorgan cut its 12-month price target on ServiceNow (NOW) to $195 from $215 but retained an Overweight rating. The bank emphasizes the company’s leadership in cloud-based IT workflow management, accelerating move into complementary workflow categories, solid revenue growth and healthy cash generation, while the stock trades near recent lows.
JPMorgan reduced its 12-month price target on Microsoft to $550 from $575 but retained an Overweight rating, pointing to the company's strong product portfolio, cloud positioning and cash flow. The move follows Microsoft’s fiscal second-quarter report, where Azure growth slightly missed expectations even as revenue, EPS and margins topped forecasts…
Deutsche Bank trimmed its target for Microsoft from $630 to $575 while keeping a Buy rating, following the company's fiscal second-quarter results. The bank described the quarter as "solid" but noted Azure cloud growth of 38% year-over-year at constant currency fell short of what it saw as market expectations. The new target still implies meaningfu…
Scotiabank reduced its price objective on SmartStop Self Storage to $35 from $36 while keeping a Sector Outperform rating, pointing to the REIT's ability to offset churn with customer rate increases and to incremental earnings from a planned 2027 integration. The new target implies about 12.4% upside from SmartStop's current market price and is acc…
Oppenheimer raised its price objective on Corning to $120 from $100 and maintained an Outperform rating after the company reported fourth-quarter 2025 results that modestly exceeded consensus. Management issued first-quarter guidance showing double-digit year-over-year growth, and Corning updated its multi-year Springboard plan following a $6 billi…
Rosenblatt raised its price target on Viavi Solutions (VIAV) to $27 from $19 and kept a Buy rating after the company reported stronger-than-expected fiscal second-quarter results and provided an upbeat near-term outlook. Viavi's revenue and margins outperformed estimates, while management signaled growing exposure to AI data center testing and mili…
H.C. Wainwright reiterated a Buy rating and maintained a $90 per share 12-month price target on Halozyme Therapeutics (NASDAQ: HALO) after the company raised its FY25 revenue guidance and narrowed royalty revenue expectations. The analyst firm cited stronger visibility into ENHANZE royalty streams and recent business development activity as support…
Rosenblatt Securities lifted its price target on Fortinet to $100 from $85 and moved the stock from Neutral to Buy following channel checks that signaled stronger-than-expected demand. The firm highlighted reseller execution, a broad hardware refresh cycle, SASE adoption tied to firewall replacements, and tax incentives as contributors to what it v…
H.C. Wainwright has reaffirmed a Buy rating and a $7.00 price target for OKYO Pharma Ltd. after a Type C meeting with the U.S. Food and Drug Administration validated the company’s proposed primary endpoint and supported key elements of the Phase 2b/3 trial design for urcosimod in neuropathic corneal pain (NCP). The FDA’s feedback included confirmat…
