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
UBS increased its price target on Nextpower (NXT) to $140 from $125 and kept a Buy rating, citing the company’s leading position in solar trackers, strong customer relationships and its shift toward a broader electric hardware platform. The upgrade follows robust quarterly results and additional positive analyst actions from JPMorgan and KeyBanc, r…
BofA Securities has reiterated its Buy rating on ASML and kept a EUR1,454 price target after the lithography equipment maker reported record fourth-quarter revenue of EUR9.7 billion and exceptionally strong bookings. While several top-line and cash metrics outperformed expectations, operating profit and earnings per share came in slightly below con…
Baird has launched coverage of Coinbase Global Inc. (COIN) with a Neutral rating and a $240 price target, citing the company's leading U.S. exchange franchise, strong recent revenue growth and a number of growth initiatives. The firm said risk and reward appear balanced given recent trading-volume deterioration and regulatory uncertainty, while oth…
Citizens reiterated a Market Outperform rating and a $115 price target on eBay, citing stronger-than-expected gross merchandise volume (GMV) trends in collectibles and luxury resale. The firm expects eBay to beat Q4 2025 GMV estimates and projects at least mid-single-digit GMV growth in 2026, driven by product enhancements and ongoing recommerce de…
Cantor Fitzgerald upgraded Korro Bio Inc. (KRRO) from Neutral to Overweight and set a $21.00 price target, pointing to robust preclinical evidence, a clear clinical development plan and the market opportunity for KRRO-121 in urea cycle disorders and hepatic encephalopathy. The stock, trading near $10.74, has climbed 13.41% over the past week. Korro…
Wells Fargo has initiated coverage of HeartFlow Inc. with an Overweight rating and a $38 per share target, implying roughly 22% upside from the stock's recent price. The research note underscores HeartFlow's leadership in AI-driven FFR-CT coronary analysis, potential expansion avenues and several revenue levers. Independent analyst consensus data s…
BMO Capital raised its price target for Vale S.A. to $18.00 from $16.00 while retaining an Outperform rating, citing better-than-expected fourth-quarter base metals output and modest near-term estimate upgrades that support roughly 10% EBITDA growth into 2026. The stock trades near its 52-week high, carries a double-digit trailing P/E multiple, and…
Morgan Stanley lowered its price target on PayPal to $50 from $51 and kept an Underweight rating, citing weaker branded checkout growth and slow merchant migration to a new checkout. The firm trimmed 2026 growth and EPS estimates, reduced share buyback assumptions, and recommended shifting capital toward checkout optimization and Venmo acceptance e…
Mizuho has increased its 12-month price objective on NextEra Energy to $90 from $88 but retained a Neutral rating on the shares following the company’s fourth-quarter results. The quarter produced an adjusted EPS of $0.54, slightly above the consensus of $0.53 and equal to the prior-year quarter, while revenue and certain internal segments underper…
Truist Securities raised its price target on HCA Healthcare to $546 from $520 and kept a Buy rating after the company reported solid fourth-quarter results and initial fiscal 2026 guidance that aligned with consensus. HCA’s EBITDA, cash flow profile, dividend increases and a new $10 billion buyback program underpin analyst optimism even as revenue …
Jefferies lowered its 12-month price target on UnitedHealth Group (UNH) to $340 from $418 while keeping a Buy rating, after a period the firm described as "a tough 24 hours." The stock, trading around $282.70, has dropped 18.7% over the prior week and sits below InvestingPro's calculated Fair Value. Other analysts including RBC Capital and Piper Sa…
Truist Securities reduced its price objective for CommVault Systems to $155 from $175 while keeping a Buy rating after the vendor reported mixed fiscal third-quarter 2026 results marked by strong revenue and margins but a shortfall in net new annualized recurring revenue (NNARR). The stock has plunged in recent trading, and analysts delivered varyi…
Goldman Sachs increased its price target on Golar LNG Ltd. to $56 from $55 while keeping a Buy rating ahead of the company’s fourth-quarter 2025 results. The new target implies roughly 40% upside from recent levels and follows modest adjustments to the bank’s EBITDA forecasts driven by stronger expected production from the Gimi vessel and weaker co…
Goldman Sachs raised its price target on Inter Parfums to $110 from $107 and kept a Buy rating, highlighting strong recent sales, high gross margins and the potential for management to increase FY26 EPS guidance. The update sits amid a range of analyst reactions after preliminary Q4 results and mixed signals on near-term growth.
Goldman Sachs increased its price target on Kodiak Gas Services to $46 from $42 and maintained a Buy rating ahead of the company’s Q4 2025 results. The bank trimmed its short-term EBITDA forecasts modestly while highlighting robust compression market pricing, an orderbook extending into 2027, and potential expansion opportunities that helped justif…
Goldman Sachs increased its HCA Healthcare price target to $558 and kept a Buy rating after the company beat fourth-quarter 2025 EBITDA expectations and issued 2026 EBITDA guidance above consensus. HCA reported stronger-than-expected margins and EPS, outlined resiliency-driven cost savings and plans for higher capital spending alongside a new $10 b…
UBS has left its rating on Rush Enterprises Inc. (RUSHA) unchanged at Neutral and maintained a $70.00 price target. Market valuation metrics and recent quarterly results present a mixed picture: the stock is trading below the UBS target, the company posted revenue beats but missed EPS expectations for the third quarter of 2025, and management initi…
RBC Capital raised its price target on Boeing to $275 from $265 and kept an Outperform rating after the company reported stronger-than-expected fourth-quarter results and free cash flow. Data show analyst targets ranging from $155 to $300, with Boeing trading at $244.56 — a level some metrics suggest exceeds fair value. Boeing reiterated 2026 free …
RBC Capital reduced its 12-month price target on Invesco to $33 from $35 but retained an Outperform rating. The revision follows the firm's review of fourth-quarter results and a closer look at the company's 2026 expense outlook and buyback assumptions. RBC continues to see potential for margin expansion and organic growth, while analysts track pro…
RBC Capital lowered its price target for UnitedHealth Group to $361 from $408 but kept an Outperform rating, citing an advance rate proposal that the analyst called "weaker-than-expected." The insurer’s shares have fallen about 46.6% over the past year and certain valuation measures suggest room for upside, even as management and analysts flag shor…
RBC Capital increased its price objective on RTX to $230 from $220 and kept an Outperform rating after the aerospace and defense company posted stronger-than-expected fourth-quarter 2025 results. Commercial sales drove quarterly outperformance, while defense demand and GTF fleet management remain focal points for investors. Several other firms also…
Barclays initiated coverage of TPG Inc. with an Overweight rating and a $78.00 price target, aligning closely with the current analyst range of $62 to $83. The bank highlighted TPG’s transition from a private equity-centric manager into a broader private markets platform and flagged recent transactions, including the partnership with Jackson Financ…
RBC Capital increased its 12-month price target for Popular, Inc. (BPOP) to $141 from $137 while retaining an Outperform rating. The firm pointed to a robust 15.7% CET1 ratio, active share repurchases, and favorable economic dynamics in Puerto Rico - including disaster-relief spending and potential gains from on-shoring - as reasons for a bullish s…
Mizuho raised its price target on Seagate Technology to $440 from $400 and kept an Outperform rating after the company posted fiscal Q2 results that exceeded estimates. The bank pointed to robust nearline cloud demand, rising average drive capacities, and an on-track ramp of HAMR technology as key drivers. Other brokerages also raised targets follo…
Mizuho cut its price target on Qorvo Inc. to $70 from $85 while keeping a Neutral rating after the company issued revenue guidance below expectations. Qorvo reported a December-quarter revenue of $993 million and EPS of $2.17, but guided March-quarter revenue to $800 million, below consensus. The company trimmed fiscal 2027 revenue by roughly $300 …
