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.
1,312 total articles
Truist Securities increased its price target on Robert Half (RHI) to $40 from $35 and maintained a Buy rating, while trimming EPS estimates for 2026 and 2027 due to higher expected SG&A costs. The staffing firm reported a modest fourth-quarter 2025 earnings and revenue beat, and its shares have fallen more than 55% over the past year, currently tra…
Stifel increased its 12-month price target for Plexus (PLXS) to $200 from $150 while keeping a Hold rating, a move that follows the company beating or meeting key fiscal first-quarter 2026 metrics and announcing program wins that bolster revenue guidance. Plexus shares are trading above the new target and above fair value measures, while analysts f…
Stifel reaffirmed its Buy rating on Thermo Fisher Scientific (TMO) and raised its price target to $700.00 after the company delivered better-than-expected results to close 2025. The firm points to Thermo Fisher’s sizable biopharma exposure and recent operating momentum as the rationale for anticipating mid-single-digit organic growth in 2026, while…
Stifel reaffirmed a Buy rating and a $188.00 price target on Neurocrine Biosciences (NASDAQ:NBIX) ahead of the company's fourth-quarter 2025 earnings due February 11. The firm made a small revision to Ingrezza sales to reflect one fewer selling week and highlighted both clinical progress and setbacks across the pipeline, while noting that consensus…
Stifel has reaffirmed a Buy rating on Starbucks (SBUX) with a $105 price target following the company’s Investor Day. The firm cited confidence in Starbucks’ plan to exceed 5% revenue growth and reach a 13.5% to 15.0% EBIT margin by fiscal 2028, supported by marketing initiatives and operational technology, even as the stock trades below that targe…
Stifel raised its price target on KLA Corporation to $1,700 from $1,600 and kept a Buy rating after the semiconductor equipment maker reported fiscal second-quarter results and provided third-quarter guidance that slightly exceeded both Stifel's and consensus expectations. KLA projects wafer fabrication equipment (WFE) spending to grow in the low-t…
Stifel increased its 12-month price target on AO Smith (NYSE: AOS) to $85 from $80 while keeping a Buy rating after the company reported fourth-quarter 2025 results that included an earnings-per-share beat but missed revenue and delivered guidance below expectations. Shares climbed intraday, a move Stifel partly attributed to short covering, and th…
Stifel has increased its price target on Deckers Outdoor to $140 from $117 and kept a Buy rating following a stronger-than-expected fiscal third quarter. The company posted revenue and earnings beats, showed a return to comparable sales growth in its direct-to-consumer channel, and reported healthy liquidity metrics. Multiple analysts adjusted targ…
Cantor Fitzgerald reiterated an Overweight rating and a $160.00 price target on Hartford Financial Services (HIG), signaling roughly 20% upside from the stock's current $132.85 level. The firm pointed to a robust quarter marked by broad-based margin outperformance and notable Business Insurance growth that produced a clear headline beat. InvestingP…
Cantor Fitzgerald has left its rating on Arthur J. Gallagher (AJG) unchanged at Neutral and maintained a $282 price target after the broker reported fourth-quarter results that slightly exceeded expectations. The target implies roughly 12% upside from a $250.98 share price, while AJG trades at a high P/E of 39.7. Cantor characterized the quarter as…
Cantor Fitzgerald has raised its price target on SanDisk to $800 from $550 while retaining an Overweight rating, citing stronger-than-expected quarterly results and very bullish guidance for the March quarter. The firm and several other analysts have revised earnings and revenue forecasts sharply higher, driven by rapid average selling price gains,…
Cantor Fitzgerald increased its price target on KLA Corporation to $1,850 while retaining an Overweight rating and calling the semiconductor equipment maker a Top Pick. The firm raised its EPS forecasts for 2026 and 2027, highlighted stretched lead times with visibility into 2027, and characterized KLA's wafer fabrication equipment outlook as conse…
Cantor Fitzgerald raised its price target on Western Digital Corp. (WDC) to $325 from $300 and maintained an Overweight rating after the company reported a stronger-than-expected quarter. The firm pointed to robust nearline demand, sold-out conditions through 2026, long-term agreements into 2028, and advancing HAMR and UltraSMR product adoption as …
Truist Securities raised its price target on Deckers Outdoor to $132 from $115 while reiterating a Buy rating after the company reported stronger-than-expected fiscal third-quarter results. The upgrade reflects accelerated direct-to-consumer sales and healthy U.S. trends for HOKA and UGG, and comes alongside a cluster of analyst target changes afte…
Truist Securities raised its price objective for Lockheed Martin to $695 from $605 while keeping a Buy rating, following the company’s fourth-quarter 2025 results. The research firm pointed to robust growth in the Missiles and Fire Control segment, record backlog levels and improving cash generation as key drivers for the higher target, even as ove…
HSBC downgraded Pinterest Inc. (PINS) from Buy to Hold and reduced its price target to $24.90 from $34.50, citing concerns that the company’s renewed artificial intelligence investment lacks evidence of cost savings or revenue acceleration. The move follows Pinterest’s announcement of a global restructuring to reallocate staff and office space towa…
Benchmark reiterated a Hold rating on Landstar System (NASDAQ:LSTR) after the company's fourth-quarter report showed operational resilience in a difficult freight market, with adjusted EPS of $1.24 matching Benchmark's projection and slightly topping the FactSet consensus of $1.22. The quarter included significant insurance-related charges and an i…
Benchmark raised its price target on C.H. Robinson Worldwide to $205 from $160 while keeping a Buy rating, pointing to the company's limited gross-margin compression and operational efficiencies. The logistics firm posted fourth-quarter 2025 adjusted EPS of $1.23, beating several analyst estimates amid soft freight demand. Several other brokerages …
Benchmark has maintained a Buy rating on Schneider National (SNDR) and set a $31.00 price target even after the carrier missed fourth-quarter adjusted earnings expectations. The quarter's shortfall was driven by weaker operating income in Truckload, led by the Dedicated segment, while management pointed to softer volumes beginning in November and s…
BMO Capital Markets raised its price objective for Adtalem Global Education (ATGE) to $138 from $125 while retaining an Outperform rating after the company reported stronger-than-expected quarterly results. Growth at the Walden unit, including a timing shift that added $18 million to revenue and adjusted EBITDA, helped offset slower trends at Chamb…
Benchmark raised its price target on Brunswick Corp to $90 from $75 and maintained a Buy rating after the company's fourth-quarter 2025 results, which Benchmark characterized as broadly in line with expectations. Sales outperformed forecasts, operating income came in below, and EPS matched analyst estimates. The stock dipped in pre-market trading e…
TD Cowen raised its target on Western Digital Corp. (WDC) to $325 from $200 while keeping a Buy rating, driven by extended long-term agreements through 2028 and expectations for higher gross margins. The upgrade follows robust revenue and earnings beats, KIOXIA JV extension and mixed analyst responses from peers.
DA Davidson reduced its price target on Tenable (TENB) to $25 from $32 while keeping a Neutral rating, pointing to lower peer multiples and trimmed free cash flow estimates. The firm still expects solid fourth-quarter results but warned that Tenable's move from multi-year prepayments to annual billings is creating a dislocation between reported rev…
DA Davidson kept a Neutral rating on Apple (AAPL) and set a $270 price target following the company’s fiscal first-quarter 2026 results. Apple beat revenue and profit expectations, driven by accelerated iPhone sales and robust performance in China, but the company signaled supply limitations and ended the quarter with lean inventories. Analyst pric…
DA Davidson reduced its price target on AppFolio to $275 from $325 but left its Buy rating intact after the company’s latest quarterly report showed weaker-than-expected value-added services revenue and cautious 2026 guidance. The stock is trading near its 52-week low, and other brokerages have adjusted targets and maintained mixed outlooks amid so…
