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
Texas Capital Securities initiated coverage of NANO Nuclear Energy (NASDAQ:NNE) with a Buy rating and a $49.00 price target, signaling roughly 40% upside from the stock's quoted price of $35.11. The research note underscores the firm's KRONOS MMR microreactor as a distinguishing technology - described as "walk-away safe" and capable of operating wi…
Clear Street has lifted its 12-month price objective for Korro Bio Inc. (KRRO) to $10 from $7 while retaining a Hold recommendation. The firm based the revision on insights from Korro Bio's Analyst Day and a renewed focus on KRRO-121, a preclinical candidate intended to treat hyperammonemia by stabilizing glutamine synthetase. The stock is trading …
Texas Capital Securities opened coverage of NuScale Power (NYSE: SMR) with a Buy rating and a $23.00 price target, implying nearly 20% upside from the quoted $19.20 share price. The research note highlights NuScale’s NRC-approved small modular reactor design, use of widely available low-enriched uranium, and modular deployment architecture, while a…
Mizuho increased its price target for General Motors (GM) to $105 from $100 and kept an Outperform rating. GM reported mixed fourth-quarter 2025 results with revenue slightly below consensus and EPS below consensus on one measure but above another forecast, while offering 2026 guidance that surpassed analyst expectations. The company posted a stron…
Texas Capital Securities opened coverage of Oklo (NYSE:OKLO) with a Buy rating and a $138.00 price target. The firm highlights Oklo's Aurora sodium-cooled fast neutron reactor and complementary technologies as the core investment thesis. Market data show a sizable market capitalization but negative trailing earnings, and InvestingPro flags potentia…
Morgan Stanley has reduced its price objective for Birkenstock Holding plc to $47 from $57 while holding an Equalweight rating. The new target implies more than 22% upside from the current share price and arrives as the company approaches its Command Day and an upcoming earnings release. Analysts remain mixed, citing strong margins and financial me…
Mizuho has reduced its price target on Brown & Brown to $84 from $90 and kept a Neutral rating as it trims 2026-27 EPS estimates. The firm pointed to a mix of property-and-casualty pricing headwinds, personnel-related market share loss, and weaker flood claim revenues as contributors to slower near-term revenue growth and margin pressure. Separatel…
Freedom Capital Markets initiated coverage of FormFactor (FORM) with a Hold rating and a $64 price target, pointing to the company’s close ties with Western chipmakers, IP-rich product set and exposure to AI-driven chip demand. The firm balanced those strengths against a steep share-price run and ongoing industry headwinds, while third-party data s…
Oppenheimer downgraded Roper Industries (NASDAQ:ROP) from Outperform to Perform and withdrew its price target following mixed fourth-quarter results and conservative fiscal 2026 guidance. The firm flagged ongoing challenges across several Roper business units, trimmed revenue and EPS forecasts, and said the company must show higher organic growth t…
TD Cowen increased its price objective on RTX Corp. to $225 from $210 while keeping a Buy rating, following what the firm described as strong fourth-quarter results. The new target implies a 25 times EV/EBITDA multiple on RTX’s estimated calendar year 2026 results. The stock, trading near its 52-week high, posted quarterly earnings and revenue abov…
Vertical Research Partners raised its price target for RTX Corp. to $227 from $219 and kept a Buy rating after the company reported stronger-than-expected fourth-quarter results. The firm cited an improved free cash flow outlook, modest upward revisions to adjusted EPS for 2026 and 2027, and the offsetting strength of RTX’s defense business as reas…
Wedbush has reiterated an Outperform rating and a $340.00 price target on Amazon after the company said it will close its Amazon Fresh and Amazon Go storefronts to redirect investment toward growth initiatives. The move is intended to strengthen Amazon's position in perishables and accelerate expansion of its Whole Foods footprint while the company…
Vertical Research Partners raised its price target on Northrop Grumman to $688 from $625 and held a Hold rating after the company’s fourth-quarter results. The firm described the quarter as "fine" but said the results mark a watershed for the U.S. defense sector as contractors increase capital spending and internal R&D. Vertical Research trimmed it…
Vertical Research Partners raised its price target for Boeing to $281 from $250 while maintaining a Buy rating, citing signs of operational stabilization and progress on strategic portfolio items. The new target implies roughly 15% upside from the stock's recent price. The firm noted management's focus on building a foundation for 2025 and pointed …
Raymond James has reaffirmed a Strong Buy rating on Union Pacific (UNP) with a $275 price target, pointing to network improvements, tighter transportation planning and CEO operational emphasis as drivers of improved profitability and reliability. The firm also described the company’s proposed acquisition of Norfolk Southern (NSC) as potentially tra…
Truist Securities lowered its price objective for Brown & Brown (NYSE: BRO) from $105.00 to $100.00 but left its Buy recommendation intact. The revision follows a reduction in Truist's 2026 EPS forecast to $4.55 from $4.75, reflecting expected weaker organic growth and some topline pressure related to personnel losses at Howden. Truist also flagged…
Evercore ISI has reaffirmed an Outperform rating on ASML with a EUR 1,300 price objective as the semiconductor equipment supplier prepares to report quarterly results. The firm flagged a cautious near-term setup given the stock's strong year-to-date run, but noted constructive fundamentals including conservative Street 2026 revenue assumptions, rec…
Raymond James has reiterated an Outperform rating on FirstSun Capital Bancorp (NASDAQ:FSUN) and set a $44.00 price target following the bank's fourth-quarter 2025 results. The firm highlighted stronger-than-expected net interest margin and fee income as the primary drivers of the beat, while noting modest operational execution requirements tied to …
Truist Securities reduced its price target for W.R. Berkley to $80 from $84 and retained a Buy rating. The firm trimmed its 2026 EPS forecast and removed 50 basis points of assumed favorable development in the Insurance segment, while setting a new 2027 earnings projection. Market metrics and other analysts' reactions underscore a mixed reception t…
BofA Securities has reiterated a Buy rating on Pinterest Inc with a $39.00 price target ahead of the company’s fourth-quarter report. The firm’s forecast is consistent with analyst price targets that span $21 to $45 and a consensus Buy score of 1.62. BofA’s model anticipates modest beats to revenue versus consensus for both Q4 and the first quarter…
Piper Sandler trimmed its price objective for UnitedHealth Group to $396 from $417 while keeping an Overweight rating, pointing to persistent funding headwinds in Medicare Advantage. The firm preserved a 20x multiple in its model but lowered projected adjusted EPS for 2027, and highlighted company guidance and recent Q4 2025 results as focal points…
Pinterest Inc. reported a global restructuring plan that will cut less than 15% of its workforce and reduce office space, prompting an approximate 8% drop in the stock and extending a six-month decline to about 31.7%. The company expects $35 million to $45 million in pretax restructuring charges, mainly cash, and plans to refocus headcount and inve…
BofA Securities raised its price target on HCA Healthcare to $540 from $485 and left its rating at Neutral. The change reflects the firm's read of HCA's 2026 guidance, which projects modest growth and excludes potential Supplemental Directed Payment receipts that could materially boost results. HCA reported a fourth-quarter earnings beat on EPS but…
Amazon said in a company blog post that it is intensifying its efforts in online grocery delivery while increasing its Whole Foods footprint. The move drew scrutiny from Mizuho, which noted Amazon has yet to find a distinctive in-store grocery experience and an economic model for broad expansion. Walmart shares slid the most among grocery retailers…
Roth/MKM raised its price objective on USA Rare Earth Inc. to $35 from $25 while keeping a Buy rating, reflecting a comprehensive financing package that includes favorable U.S. government debt and equity backing plus a concurrent $1+ billion PIPE. The new target implies roughly 35% upside from the current $25.93 share price, though third-party data…
