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
Cantor Fitzgerald began coverage of Global Payments (NYSE:GPN) with a Neutral rating and an $80 price target. The research note points to the company’s transition to a pure-play merchant acquirer following the WorldPay acquisition and the sale of its Issuer Solutions business. Cantor Fitzgerald emphasized a 'divest and refresh' approach and used a …
Cantor Fitzgerald opened coverage of PayPal with a Neutral rating and a $60 price objective, saying the company’s recent strategic moves have begun to create a more diversified, profitable growth profile across its Branded services, payment service provider operations and Venmo. The firm’s valuation combines a 9x multiple on FY27 EPS of $6.56 and a…
Cantor Fitzgerald initiated coverage of Affirm Holdings Inc. (AFRM) with an Overweight rating and a price target of $85, implying roughly 24% upside from the stock's then-prevailing price of $68.71. The firm highlighted Affirm's rapid top-line expansion, a funding approach that limits balance-sheet exposure, and a partner network supporting global …
Cantor Fitzgerald initiated coverage of Automatic Data Processing (ADP) with an Overweight rating and a $306 price target, implying roughly 18.5% upside from a reference price of $258.17. The firm highlighted ADP's strategic transition from legacy payroll processing into human capital management (HCM) and professional employer organization (PEO) of…
Cantor Fitzgerald has launched coverage of Visa with an Overweight rating and a $400 price target, citing the company's entrenched market position alongside Mastercard, secular gains from the global shift to electronic payments, and opportunities to broaden its addressable market through Value-Added Services and New Flows. The price target reflects…
Cantor Fitzgerald began coverage of Western Union Co. (NYSE: WU) with an Underweight rating and a $9.00 price target, a level modestly below the stock's current quote of $9.50. The firm acknowledged management's operational improvements and aggressive buybacks, but highlighted structural disadvantages relative to digital-first rivals, regulatory an…
Cantor Fitzgerald launched coverage of Block Inc. (NYSE: XYZ) with an Overweight rating and a price target of $87, implying roughly 32% upside from the current share price of $65.90. The firm's thesis rests on Block's recent operational progress, new product initiatives and a proprietary lending engine, while acknowledging execution, competitive an…
Cantor Fitzgerald began coverage of Paychex assigning an Underweight rating and a $98 price target, signaling a projected 7.7% downside from the prevailing share price. The firm cites competition in the small and medium-sized business (SMB) market and macro pressures as key constraints on Paychex’s ability to materially accelerate organic top-line …
Cantor Fitzgerald opened coverage of Mastercard (NYSE:MA) with an Overweight rating and a $650 price objective, pointing to the company’s entrenched network advantages and opportunities from pricing and expanded services. The research note contrasts Mastercard’s role as a transaction facilitator with money transmission, saying that positioning help…
Cantor Fitzgerald launched coverage of WEX Inc. with a Neutral rating and a $158 price objective, a level that sits essentially in line with the current market price. The firm cited WEX’s strong positions in Mobility and Benefits, a reset of investor expectations after revised long-term targets, and active buybacks, while raising concerns about com…
Stephens increased its price target on Bank of Hawaii to $83 from $78 and maintained an Overweight rating following a stronger-than-expected fourth quarter. The move accompanies upward revisions to 2026 operating EPS and positive commentary on net interest margin and loan growth, while the bank reported robust deposit trends and continued dividend …
RBC Capital maintained a Sector Perform rating and a $67 price target on Polaris Industries (PII) following fourth-quarter results that beat revenue expectations, driven largely by shipment and mix improvements in the Off-Road Vehicle segment. Management issued 2026 guidance calling for low single-digit revenue growth, margin improvement and positi…
Stephens raised its 12-month price objective on Lakeland Financial to $66 from $64 while retaining an Equal Weight rating. The move follows a stronger-than-expected fourth-quarter 2025 report featuring an earnings beat, favorable revenue trends, no loan loss provision and a slightly stronger net interest margin. Management activity including share …
Argus upgraded its 12-month price objective for Monster Beverage to $95 from $90 and reaffirmed a Buy rating, highlighting the company’s ability to expand sales domestically and internationally, robust profitability and a strong balance sheet. The move joins a wave of analyst increases in recent weeks and underscores continued bullishness on energy…
Morgan Stanley reaffirmed an Overweight rating and a $299.00 price target on Snowflake Inc. (SNOW), citing robust demand trends even as the stock has fallen almost 20% over the past three months. The firm acknowledges investor anxiety around the potential magnitude of Snowflake’s fourth-quarter product revenue outperformance and the initial fiscal …
TD Cowen has repeated its Buy rating on American Airlines and kept a $19.00 price target following the carrier's fourth-quarter 2025 report. The price target implies roughly 30% upside from the recent $14.57 share price. American posted results below estimates but provided full-year 2026 guidance that tops consensus on adjusted EPS, while noting re…
Stephens reduced its price objective on Bank of Marin Bancorp (NASDAQ:BMRC) from $30.00 to $29.00 but retained an Overweight rating. The firm trimmed its 2026 operating EPS projection by 7% to $2.13, citing elevated expense growth partially offset by stronger loan growth assumptions. Recent company results showed a fourth-quarter operating EPS beat…
Cantor Fitzgerald initiated coverage of Better Home & Finance Holding (NASDAQ: BETR) with an Overweight rating and a $40 price target, highlighting the company's Tinman AI decision engine, a capital-light marketplace lending structure, and expanding white-label SaaS revenue. The report points to 43.8% revenue growth over the past year and models a …
Deutsche Bank upgraded CoreWeave from Hold to Buy and raised its price target to $140 from $100 ahead of the company’s Q4 2025 results. The bank highlighted the company’s pipeline of contracted power, the strategic nature of its recent Nvidia collaboration, and an improving mix of investment-grade customers as reasons for a more constructive medium…
H.C. Wainwright has launched coverage of Molecular Partners with a Buy recommendation and a $13.00 price objective. The clinical-stage biotechnology firm, trading around $4.00 per share and carrying an approximate market capitalization of $148 million, is noted for its DARPin platform and a pipeline that includes radio-labeled DARPins and multispec…
KeyBanc has reaffirmed an Overweight rating on Somnigroup (NYSE: SGI) and kept a $105 12-month price target, citing market-share expansion, benefits from MFRM integration and potential upside from a proposed all-stock acquisition of Leggett & Platt. The stock trades above historical valuation norms on several metrics, and Somnigroup reports earning…
DA Davidson has kept a Neutral rating and a $36.00 price target on Independent Bank (NASDAQ: IBCP) after the lender reported fourth-quarter 2025 results. The quarter delivered an EPS beat, driven in part by a one-time tax credit transfer, while higher operating expenses and a slight revenue shortfall tempered the report. Piper Sandler separately li…
DA Davidson raised its price objective for BayCom (BCML) to $34 from $32 and maintained a Buy recommendation, pointing to robust pre-provision net revenue (PPNR) and improvements in core revenue and net interest margin when adjusted for preferred equity investment effects. The firm projects significant earnings and PPNR per-share growth for 2026 an…
DA Davidson increased its target price on Booz Allen Hamilton (BAH) to $81 from $73 while retaining a Neutral rating. The firm raised 2026 and 2027 EPS estimates, citing an improved net interest income outlook, even as revenue missed expectations and recent contract cancellations by the U.S. Treasury created headwinds. Management continues share re…
DA Davidson lowered its price target on Duolingo Inc. (DUOL) to $170 from $205 while retaining a Neutral rating after analyzing proprietary user-tracking data. The firm’s dataset of more than 170,000 existing users showed a notable month-over-month uptick in January, the strongest since monitoring began in July, but DA Davidson projects daily activ…
