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
RBC Capital increased its price target for Nurix Therapeutics to $30 from $28 and retained an Outperform rating, pointing to chronic lymphocytic leukemia (CLL) as a key opportunity for the company's bexicalmab-degrader. The firm described recent company updates as largely unsurprising, highlighted broader potential in immunology and partnered progr…
RBC Capital reiterated an Outperform rating on Fair Isaac (FICO) with a $2,400 price target, implying roughly 57% upside from the current share price of $1,525.67. The firm pointed to a beat in Scores, high gross margins, accelerating Platform ARR and robust ACV growth, while describing VantageScore competition as manageable and flagging the direct…
RBC Capital reiterated an Outperform rating on Meta Platforms with a $810 price target following the company’s fourth-quarter results and an above-consensus first-quarter outlook. The firm cites revenue strength and AI-driven product initiatives as supports for the investment plan, while noting potential headwinds including likely post-Q1 revenue s…
RBC Capital raised its price target on Brookdale Senior Living (NYSE: BKD) to $17.00 from $13.00 while keeping an Outperform rating, citing an encouraging initial RevPAR outlook and early evidence that management's pricing strategy is gaining traction. The move precedes the company’s Investor Day and follows better-than-expected 2026 guidance. Rece…
RBC Capital lowered its price target on ServiceNow to $185 from $195 while keeping an Outperform rating. The revised target remains well above the stock’s current trading level near $129.62 and close to its 52-week low. RBC cited peer multiple compression for the reduction but continues to highlight ServiceNow’s growth prospects tied to enterprise …
Baird has held its Outperform rating and $39 price objective for Regenxbio Inc. (NASDAQ: RGNX) despite an FDA-imposed clinical hold on multiple mucopolysaccharidosis (MPS) gene therapy programs. The regulatory pause follows the detection of an asymptomatic neoplasm in a Phase 1/2 trial participant, and has led to delays including a postponed PDUFA …
Barclays has maintained an Equalweight rating and a $360 price target for Tesla after the company said it will discontinue the Model S and Model X by next quarter. The bank characterizes the move as a symbolic shift toward autonomy and robotics, and highlights a planned jump in capital expenditure to more than $20 billion in 2026. Despite these str…
UBS upgraded Warrior Met Coal (HCC) from Neutral to Buy and lifted its price target to $108 from $100, citing an inflection driven by the Blue Creek project ramp, shorter-term market tightness in metallurgical coal and stronger operational performance. The firm expects double-digit returns in the back half of the year and flagged additional upside …
Kepler Cheuvreux has increased its one-year price target for Volvo AB to SEK335 from SEK325 while retaining a Hold recommendation. The revision follows a fourth-quarter performance that outpaced Kepler's earnings forecast by around 10%, stronger-than-expected order intake and upwardly revised market outlooks for Europe and North America. Volvo prop…
Raymond James trimmed its rating on StellarOne (NYSE: STEL) from Outperform to Market Perform after an announced acquisition, citing alignment with its stance on the buyer. The bank's shares are trading near their 52-week high, and InvestingPro data shows notable one-year returns, steady dividend history, and recent quarterly results that beat EPS …
Goldman Sachs lowered its price target for Microsoft to $600 from $655 while preserving a Buy rating after the company's second-quarter earnings. The move reflects concern about $37.5 billion in capital expenditures, which exceeded expectations even as Azure growth remained robust. Other brokers issued mixed reactions, trimming or raising targets a…
Goldman Sachs trimmed its price target for Tesla to $405 from $420 and retained a Neutral rating as the automaker shifts investment toward artificial intelligence programs, including Full Self-Driving, robotaxis and robotics. The bank cited rising competition and capital intensity as constraints on future profit expansion even as Tesla reports soli…
Goldman Sachs increased its price target on Meta Platforms to $835 from $815 while retaining a Buy recommendation, pointing to strengthened advertising momentum and continued investment in artificial intelligence. The update follows Meta’s Q4 2025 results and guidance that outpaced expectations, and comes amid a wave of raised targets from several …
JPMorgan has cut its recommendation on SSAB AB from Overweight to Neutral and lowered its price target to SEK 71.00 from SEK 75.00, pointing to narrower US plate steel spreads in 2026 and a strong recent run in the stock that has trimmed potential outperformance versus peers.The bank nevertheless kept a constructive longer-term view on SSAB’s posit…
Citizens has started coverage of Bicara Therapeutics Inc (NASDAQ:BCAX) with a Market Outperform rating and a $31.00 price target, implying an 87% gain from the current $16.59 share price. The firm's thesis centers on Bicara's bifunctional EGFR-TGFβ antibody, ficerafusp alfa (ficera), which has demonstrated encouraging activity in HPV-negative head …
National Bank Financial downgraded HudBay Minerals from Outperform to Sector Perform on Thursday while raising its price target to C$40 from C$28. The firm cited HudBay's sharp share-price gains and a premium valuation relative to peers, and also signaled caution ahead of the company's upcoming guidance. Several other brokerages have taken more pos…
JPMorgan has opened coverage on Barrick Mining (NYSE: B) with an Overweight rating and a December 2026 price target of $68 (C$92), implying roughly 28% upside from the current share price of $52.98. The bank highlights the company's sizable gold and copper reserves, healthy financial metrics and potential for growing copper contribution to earnings…
JPMorgan has begun coverage of Agnico-Eagle Mines Ltd. with a Neutral rating and a $248 price target. The bank highlights the miner's standing as the world's second-largest gold producer, a largely Canada-focused asset base, a track record of operational consistency and favorable long-term geological and political dynamics. Recent company results s…
BMO Capital initiated coverage of American Healthcare REIT, Inc. (AHR) with an Outperform rating and a $55 price target. The research highlights the REIT's exposure to Trilogy and Senior Housing Operating Properties (SHOP), favorable demand-supply dynamics, solid balance-sheet measures and a projected rise in funds from operations tied to accretive…
Barclays has moved Zillow Group (ZG) from Underweight to Equalweight and increased its price target to $72 from $66, reflecting recognition of stronger execution and guidance that points to continued mid-teens revenue growth and mid to high 20s adjusted EBITDA growth through 2025, with preliminary 2026 guidance suggesting similar performance. The f…
BofA Securities increased its price target on Lam Research to $285 from $245 while keeping a Buy rating, following a quarter the bank described as a "solid beat and raise." The semiconductor equipment supplier reported stronger-than-expected fiscal Q2 results, and several brokerages have responded with higher price targets and upgraded outlooks ami…
KeyBanc Capital Markets increased its price target on Meta Platforms Inc. to $855 from $835 while retaining an Overweight recommendation. The upgrade follows what the firm described as a "blue-sky scenario" in Meta's fourth-quarter results, with the bank highlighting agentic coding-driven productivity gains, robust revenue growth, and infrastructur…
Stifel raised its price target on Meta Platforms Inc. to $820 from $785 and maintained a Buy rating, pointing to better-than-expected fourth-quarter results and encouraging first-quarter guidance. The firm cautioned that 2026 spending guidance suggests greater near-term operating margin compression, particularly in the Family of Apps, while continu…
Loop Capital has reaffirmed a Buy rating and a $940.00 price target on Meta Platforms Inc. following the company’s fourth-quarter results and a first-quarter outlook that outpaced expectations. The price target sits below the analyst high of $1,117, according to InvestingPro data. Meta reported robust profitability and revenue on a twelve-month bas…
Canaccord Genuity raised its price target for Meta Platforms to $930 from $900 while keeping a Buy rating after the company posted fourth-quarter results that outpaced estimates. Meta reported revenue and operating income roughly 3% above consensus, strong ad growth, and notable AI-driven engagement gains across Reels, Facebook and Instagram. Sever…
