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
Lynx Equity lifted its price target for Sandisk to $750 from $300 three months ago, reflecting a revised valuation based on a 20x multiple of CY27 EPS. The move follows substantial recent share-price appreciation and heightened analyst activity, with market dynamics in the NAND memory sector underpinning bullish expectations.
Wolfe Research maintained a Peerperform rating on Lam Research (NASDAQ: LRCX) after the company reported December-quarter results slightly above expectations and issued guidance that exceeded consensus. Management raised assumptions for wafer fabrication equipment spending in 2026 and signaled ongoing market-share gains, while multiple brokerages i…
Citizens analyst Patrick Walravens reiterated a Market Outperform rating on ServiceNow (NYSE:NOW) with a $260 price target. The firm highlighted guidance that beat consensus on subscription revenue for both the first quarter and fiscal 2026, while the company reported better-than-expected fourth-quarter results. Other broker actions were mixed, wit…
TD Cowen raised its price target on GE Vernova to $780 from $680 while keeping a Buy rating. The firm pointed to robust order momentum, meaningful gas power commitments and margin accretion in the backlog as drivers for the move. The stock climbed on the announcement and other analysts have also increased targets following the company’s strong quar…
UBS increased its price target on Tesla to $352 from $307 but left its rating at Sell, citing a meaningful rise in planned capital expenditures to support artificial intelligence projects. The bank warns the stock is richly valued relative to fundamentals, expects significant cash burn in 2026 tied to expanded capex, and says Tesla's AI ventures ar…
Citizens reaffirmed a Market Outperform rating on Meta Platforms Inc., setting a $900 price objective that implies roughly 35% upside from the prevailing share price. The firm pointed to rising engagement—led by Instagram Reels, Facebook video, and Threads—and the progressive integration of large language models into recommendations as central to r…
Citizens has reaffirmed its Market Outperform rating on LendingClub and maintained a $23.00 price target, citing stable credit metrics, rising originations, product expansion and greater marketplace loan demand. The firm described a recent after-hours pullback as a temporary pricing mismatch and flagged valuation thresholds at which it would increa…
Needham has launched coverage of Amprius Technologies (NYSE: AMPX) with a Buy rating and a $20.00 price target, implying roughly 67% upside from the then-current share price of $11.98. The research note highlights Amprius as a near-pure supplier to the unmanned aerial systems (UAS) sector and spotlights rapid recent revenue growth, a capital-light …
Citizens has reaffirmed a Market Outperform rating and a $65.00 price target on Hinge Health Inc (HNGE), implying roughly 73% upside from the current share price of $37.65. The call follows sector due diligence and comes ahead of Hinge Health’s fourth-quarter 2025 results scheduled for February 10 after markets close. Other research firms have also…
Morgan Stanley raised its price objective on McKesson to $966 from $916 while retaining an Overweight rating, citing updated disclosures for the company’s Oncology and Multispecialty businesses and a robust organic growth profile. Analysts’ targets vary from $760 to $1,000, and the shares are trading well below some valuations used by analysts. The…
Citizens has reaffirmed a Market Outperform rating and a $40.00 price target on Alkami Technology Inc (NASDAQ: ALKT), implying roughly 78% upside from the current share price of $22.41. The firm highlighted Alkami's cloud-native online banking and deposit account opening offerings, recent revenue growth, and the strategic value of the MANTL acquisi…
Citizens raised its one-year price objective on FTAI Aviation (NASDAQ:FTAI) to $325 from $230 and reiterated a Market Outperform rating, citing rapid share-price appreciation, upgraded 2026 forecasts and stronger valuation multiple assumptions. The firm grounded the target on a 25x EV/EBITDA multiple applied to its higher 2026 estimates and describ…
Citizens reiterated its Market Outperform rating and $92.00 price target on Century Communities (CCS) even after the builder posted lower-than-anticipated GAAP margins in Q4 2025. The quarter showed stronger-than-expected revenue and closings but an EPS shortfall under one reported set of figures; separately reported data in the period also show hi…
Morgan Stanley raised its price target on Cardinal Health to $245 from $224 and kept an Overweight rating after the company increased its fiscal 2026 EPS guidance. The bank pointed to a robust specialty revenue outlook and raised its segment operating income growth forecasts, while other analysts also nudged up targets and the company completed a s…
Morgan Stanley has upgraded Cencora Inc (NYSE: COR) from Equalweight to Overweight and increased its price target to $400 from $361. The firm cites Cencora's leadership in specialty pharmaceuticals and the expedited purchase of a majority stake in OneOncology, expected to close by March 31, 2026. Morgan Stanley also raised key 2026 growth assumptio…
William Blair has reiterated an Outperform rating on Meta Platforms Inc., pointing to strengthening engagement metrics across its Family of Apps and the company’s advancing AI roadmap. Meta reported robust user figures and advertising trends in Q4 2025 while signaling a substantial step-up in capital and operating expenditures to support Superintel…
Goldman Sachs cut its price target on Roper Industries to $440 from $477 while retaining a Buy rating, following a fourth-quarter 2025 results release that left some segments shy of expectations. The stock has dropped sharply in recent days and Roper issued FY2026 guidance that implies moderate organic growth, with analysts adjusting forecasts and …
BofA Securities reduced its price target on monday.com Ltd. to $157 from $195 while retaining a Neutral rating, citing the risk that the company could issue conservative 2026 revenue guidance when it reports fourth-quarter results on February 9, 2026. The stock, trading near $126 and close to its 52-week low, has seen steep declines in recent month…
BofA Securities trimmed its price target on United Rentals to $1,020 from $1,050 following the company’s fourth-quarter results, but kept a Buy rating. The update follows a slight EBITDA miss, softer fleet productivity and a modest downward revision to 2026 EBITDA midpoint, even as United Rentals raised its dividend, reported record Q4 2025 revenue…
Morgan Stanley has reaffirmed an Overweight rating and $250 price target on Nvidia, citing stronger-than-expected market checks across the artificial intelligence ecosystem. The firm argues concerns about market-share losses are exaggerated and sees the company positioned to outperform as it addresses financing questions around frontier model devel…
Telsey Advisory Group trimmed its price objective for Ethan Allen Interiors Inc. (ETD) to $27 from $28 and held a Market Perform rating following the furniture maker's mixed second-quarter fiscal 2026 results. The company posted a quarterly EPS of $0.44, above the $0.38 forecast, and delivered a stronger-than-expected operating margin, while total …
BMO Capital has raised its price objective on Meta Platforms Inc. to $730 from $710 while retaining a Market Perform rating. The firm cited stronger-than-expected fourth-quarter 2025 results, favorable first-quarter 2026 revenue guidance and early returns from large-scale artificial intelligence investments as the basis for the increase. Meta is no…
Werner Enterprises has purchased privately held dedicated carrier First Enterprises, Inc. (FirstFleet) in a cash deal reported near $250 million, with total consideration including real estate reported around $283 million. The acquisition raises Werner’s share of dedicated trucking revenue and is expected to boost 2026 revenue projections and dilut…
BofA Securities increased its price objective on Brookdale Senior Living to $15.50 from $13.00 and maintained a Buy rating after the operator preannounced fourth-quarter results and offered 2026 guidance ahead of its investor day. The raise reflects greater confidence in Brookdale's path to mid-teens core EBITDA growth and leverage reduction, despi…
Stifel raised its price target on Viavi Solutions to $24 from $20 and maintained a Buy rating after the company reported fiscal second-quarter 2026 results that beat consensus across revenue, adjusted operating margin and adjusted EPS. Strong data center demand helped the Network and Service Enablement segment, while Optical Security and Performanc…
