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
BofA Securities raised its price target on Seagate Technology to $450 from $400 while keeping a Buy rating, following better-than-expected fiscal second-quarter results and guidance that exceeded both BofA and Street estimates. The firm pointed to robust AI and datacenter demand, tight supply-demand dynamics lifting pricing, and favorable margin tr…
Morgan Stanley lowered its 12-month price target for Qorvo Inc. to $84 from $110 while keeping an Equalweight rating. The adjustment reflects growing pressure in Qorvo’s mobile business - notably share losses tied to upcoming iPhone models and a faster-than-expected withdrawal from low-tier Android devices - despite a better-than-expected third qua…
Kepler Cheuvreux cut its price objective for LVMH to €680 from €690 while retaining a Buy recommendation. The firm reduced its adjusted EPS forecasts by about 4% on average for 2026-2028, attributing the move to higher taxes, rising financial costs, and stronger foreign exchange headwinds. LVMH delivered results Kepler described as reassuring for 2…
Jefferies downgraded BJ’s Wholesale (BJ) from Buy to Hold and cut its price target to $90 from $120, pointing to increased execution and margin risk as the company expands into more competitive markets. The firm forecasts lower comparable-sales growth through 2028 and says the outlook will constrain multiple expansion. Other analysts show mixed rea…
KeyBanc Capital Markets upgraded Nextpower (NASDAQ:NXT) from Sector Weight to Overweight and set a $142.00 price objective, implying roughly 34% upside from the current $105.91 share price. The firm highlighted expanding exposure to higher-value, less commoditized solar balance-of-system products, healthy margins, a debt-free balance sheet and grow…
JPMorgan raised its price target for Nextpower (NASDAQ:NXT) to $125 from $110 and maintained an Overweight rating after the company reported fiscal third-quarter results that outpaced expectations. The solar equipment maker delivered an EPS beat and stronger-than-forecast revenue, recorded robust bookings and backlog, and announced a $500 million s…
TD Cowen raised its target on General Motors to $122 from $110 and kept a Buy rating after the automaker’s robust fourth-quarter showing. The firm highlighted upside to 2026 guidance, a pathway to about $16 billion in EBIT next year and strengthening software revenue as reasons for the move. GM’s recent earnings topped EPS expectations but missed r…
TD Cowen has upgraded Bank of Montreal (BMO) from Hold to Buy and increased its price objective to C$209 from C$184. The move rests on the brokerage's favorable read of BMO's target to reach a 15% return on equity by the end of 2027 and a forecasted 300 basis-point rise in ROE over the next two years, supported by U.S. margin expansion, loan growth…
Leonardo DRS has landed a subcontract to supply infrared mission payloads for the Space Development Agency's Proliferated Warfighter Space Architecture Tracking Layer Tranche 3 program. BTIG analyst Andre Madrid has reaffirmed a Buy rating with a $50.00 price target. The award ties into a larger roughly $3.5 billion prime award package for 72 satel…
UBS bumped its target on Alkermes to $47 from $46 and kept a Buy rating after updating a pro-forma model that incorporates Alkermes' pending acquisition of Avadel Pharmaceuticals. The bank highlights potential EBITDA upside and strategic benefits to Alkermes' Sleep franchise, along with upcoming clinical readouts and a recent FDA Breakthrough Thera…
BofA Securities lowered its price target for Ferrari (RACE) to $360 from $415 while retaining a Buy recommendation ahead of the automaker's fiscal 2025 earnings report. The stock is trading near its 52-week low after a significant six-month decline. BofA pared estimates on weaker pricing assumptions and a recalibrated product mix reflecting higher …
Roth/MKM upgraded Energy Fuels (UUUU) from Sell to Neutral, citing positive near-term catalysts and improving uranium market sentiment. The firm increased its price target to $15.50 from $13.00 but noted that this target remains below the company’s recent trading level. Energy Fuels has reported sizeable production and strategic expansion moves, in…
Piper Sandler has begun coverage of Shattuck Labs (NASDAQ:STTK) with an Overweight rating and a $15.00 price target, signaling substantial upside from the current share price. The firm pointed to Shattuck’s SL-325, a Phase 1 DR3 monoclonal antibody aimed at inflammatory bowel disease, as the primary driver of its positive view while noting strong p…
Korro Bio (KRRO) saw Jones Trading reaffirm a Hold rating after the company's Virtual Analyst Day. The stock, trading at $10.74 and up sharply over the past week, is viewed as trading below InvestingPro Fair Value. Management outlined KRRO-121, an RNA editing approach targeting ammonia detoxification via stabilization of Glutamate Synthetase, with …
Piper Sandler raised its price target on Sysco to $83 from $80 while retaining a Neutral rating following the company's fiscal Q2 2026 results. Sysco reported modest overall U.S. Foodservice case growth, a return to positive local case growth, and quarterly results that slightly exceeded expectations. Management signaled confidence in pushing guida…
Piper Sandler raised its one-year price target for Sysco to $83 from $80 after the company reported fiscal Q2 2026 results that included a return to positive U.S. Local case growth. The firm kept a Neutral rating. Sysco posted modest case growth, slightly beat revenue and EPS forecasts for the quarter, and signaled guidance toward the top of its fi…
JPMorgan moved Western Alliance Bancorporation from Overweight to Neutral while nudging its price target to $105 from $100. The firm still expects strong EPS and tangible book value growth in 2026, but flagged mounting upside risk to Earnings Credit Rate (ECR) deposit costs after multiple upward guidance revisions in 2025 and a higher 2026 ECR cost…
Morgan Stanley upgraded Johnson & Johnson from Equalweight to Overweight and raised its price target to $262 from $200, citing improved confidence in the company’s forward growth and the clearing of uncertainty tied to Biopharma MFN agreements. The bank now forecasts 2026-2030 revenue and EPS compound annual growth rates of roughly 5.5% and 12%, re…
Evercore ISI increased its price target on Seagate Technology (STX) to $450 from $330 and maintained an Outperform rating after the company posted fiscal Q2 results that beat analyst estimates. Seagate reported revenue of $2.83 billion and EPS of $3.11, driven by a 21.5% revenue rise and an exabyte shipment gain of 26% year-over-year to 190 exabyte…
TD Cowen raised its price target on Boeing to $270 from $260 and kept a Buy rating after the company reported a mixed fourth quarter. The firm cited strong Boeing Commercial Airplanes deliveries but also noted a $565 million KC-46-related charge. Boeing beat fourth-quarter earnings and revenue expectations, reaffirmed a long-term free cash flow tar…
BMO Capital raised its 12-month price target on United Parcel Service Inc. (UPS) to $110 from $105 while keeping a Market Perform rating after the company posted fourth-quarter 2025 results that beat consensus. UPS reported stronger U.S. Domestic performance and delivered EPS and revenue above analyst forecasts. Despite the upside, BMO highlighted …
Mizuho upgraded Applied Materials from Neutral to Outperform and raised its price target to $370 from $275, citing accelerated capital expenditure in key markets and steeper wafer fabrication equipment (WFE) growth in 2026 and 2027. The move adds to a wave of bullish analyst revisions for the company as industry spending patterns and geographic rev…
Stifel reduced its rating on Roper Technologies from Buy to Hold and lowered its price target to $385 from $550 after the company reported weaker-than-expected fourth-quarter results. The stock fell roughly 10% on the news and now trades below Stifel's revised target. Stifel cited softness at several business units and flagged execution and valuati…
Barclays has reaffirmed an Overweight rating on Ultragenyx Pharmaceutical (RARE) and set a $44.00 price target, implying roughly 79% upside from the company's then-current share price of $24.61. The decision accompanies preliminary unaudited 2025 revenue that outperformed prior guidance, while pipeline developments include both a failed pivotal pro…
BTIG has lowered its price target on Synchrony Financial (SYF) to $96 from $100 while retaining a Buy rating, following the lender's 2026 guidance. The analyst adjustment reflects higher expense assumptions and reduced loan-growth expectations, even as BTIG describes the stock's post-guidance sell-off as "overly draconian." Synchrony met fourth-qua…
