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
KeyBanc Capital Markets maintained its Sector Weight rating on Graco Inc. (GGG) after the company's fourth-quarter 2025 results and initial 2026 outlook. The firm adjusted its estimates but kept a neutral view, citing generally stable end markets in Graco's Contractor and Industrial segments and a balanced long-term risk-reward profile. Meanwhile, …
KeyBanc has reaffirmed a Sector Weight rating on Avista (AVA) after the utility announced the winners of its 2025 Request for Proposals. The selected portfolio, which combines company-owned resources and power purchase agreements, is expected to drive $250 million to $350 million of incremental capital and may support an uplift to Avista's long-ter…
On Tuesday Stephens reduced its 12-month price target for Atlas Energy Solutions Inc (NYSE:AESI) to $16.00 from $20.00 while maintaining an Overweight rating. The new target implies roughly 39% upside from the stock's most recent quote of $11.50. Stephens' updated model projects mixed fourth-quarter 2025 results and anticipates modest early-2026 vo…
Canaccord Genuity raised its price target on USA Rare Earth Inc (NASDAQ: USAR) to $33.00 from $23.00 and kept a Buy rating after the company disclosed enhanced financing options. The broker flagged a proposed $1.3 billion senior secured loan through the CHIPS Act as a key factor behind the change, and said the improved funding profile supports a qu…
KeyBanc has reaffirmed an Overweight rating on Dycom Industries (NYSE: DY) and lifted its price target to $426.00, implying roughly 14% upside from the stock's current level of $373.27. The firm cited positive longer-term drivers such as long-haul fiber deployment and the Broadband Equity, Access, and Deployment (BEAD) program while flagging multip…
Piper Sandler increased its 12-month price objective for South Plains Financial Inc. (SPFI) to $45.00 from $41.00 while keeping a Neutral rating. The firm highlighted accelerated revenue growth, a strong fourth-quarter 2025 performance and improving loan dynamics as drivers of the revision. South Plains reported fourth-quarter EPS above estimates b…
Cantor Fitzgerald began coverage of Coinbase Global Inc. (COIN) with an Overweight rating and a $277 price target, positioning the company as a regulated conduit between decentralized and traditional finance. The firm expects growth in subscription and services revenue to improve operating leverage, while acknowledging revenue volatility from tradi…
Goldman Sachs raised its price target on Expedia to $325 from $295 and kept a Buy rating after the company reported a robust third-quarter travel rebound. The firm pointed to accelerating U.S. demand, strong growth across EMEA and Asia, longer stays and wider booking windows. Expedia also raised its full-year guidance and has reported strong margin…
Piper Sandler reviewed the Centers for Medicare & Medicaid Services CY27 Medicare Advantage Advance Notice and found the projected Effective Growth Rate and associated revenue change to be below its prior estimates. The notice points to several headwinds, including risk-model revisions and proposed risk-adjustment reforms, while the firm recommends…
Rosenblatt reduced its price objective on The Trade Desk to $53 from $64 following the unexpected exit of CFO Alexander Kayyal, while retaining a Buy rating. The adjustment reflects a lower valuation multiple driven by personnel volatility, even as the company reaffirmed fourth-quarter 2025 revenue and adjusted EBITDA guidance and named an interim …
Benchmark Capital raised its price target for USA Rare Earth Inc (NASDAQ: USAR) to $45.00 from $15.00 while keeping a Buy rating, driven by an updated production outlook that doubles magnet-making capacity to 10,000 metric tons annually and the inclusion of additional upstream and midstream revenue streams plus third-party processing in its valuati…
Goldman Sachs trimmed its 12-month price objective for Booking Holdings (BKNG) to $5,920 from $6,050 while retaining a Neutral rating. The travel platform reported third-quarter results that outpaced projections on gross bookings, room nights and revenue, supported by growth in alternative accommodations, an extended booking window and accelerating…
Cantor Fitzgerald has begun coverage of Robinhood Markets (HOOD) with an Overweight rating and a $130 price target. The firm pointed to strong recent revenue expansion, a young customer base and long-term opportunities in asset tokenization, while noting valuation metrics and volatility that investors should weigh.
Keefe, Bruyette & Woods increased its price objective for Eagle Bancorp (EGBN) to $25.00 from $18.00 while leaving its rating on the shares unchanged. The firm cited the bank's recent return to profitability and improvements across credit metrics, even as absolute levels of problem credits remain elevated. At the same time, KBW reduced its EPS fore…
Keefe, Bruyette & Woods cut its price target on D.R. Horton to $163 from $168 while keeping a Market Perform rating following the homebuilder’s first-quarter results. The quarter showed modest order growth but weaker closings, a decline in trailing-year revenue, and margins that management expects will remain under pressure in the near term. Analys…
Piper Sandler has maintained an Overweight rating and a $420 price target on Stryker, positioning the stock for roughly 18% upside from its current level as the company prepares to report fourth-quarter results. The firm cites a newly previewed handheld orthopedic robot - identified as Mako RPS after patent review and physician feedback - as a pote…
Piper Sandler increased its price target on Ulta Beauty to $775 from $615 and kept an Overweight rating after factoring in the company’s recent acquisition of Space NK and signs of steady underlying demand. The research firm highlighted limited brand overlap between Ulta and Space NK and updated its model to fold the new asset into Ulta’s longer-te…
Piper Sandler raised its price target on Byline Bancorp (NYSE:BY) to $37.00 from $35.00 and retained an Overweight rating following stronger-than-expected fourth-quarter results. The firm pointed to net interest margin expansion, higher core fee income and an improving capital position as reasons for boosting earnings estimates and valuation assump…
Scotiabank has reduced its 12-month price target on Datadog to $180 from $217 while retaining a Sector Outperform rating. The bank’s fieldwork points to significant revenue exposure to OpenAI and anticipates stronger top-line growth in 2026 than management guidance. Multiple other brokerages have issued recent positive notes and price targets, refl…
TD Cowen's latest solar industry survey points to a better-than-expected fourth quarter in 2025 for the U.S. residential solar market and an optimistic demand outlook for 2026. The report underscores rising storage attachment rates, a shift toward prepaid lease products after the 25D tax credit elimination, and potential share gains for firms with …
Bernstein SocGen Group raised its price target on United Airlines to $136 from $129 while keeping an Outperform rating, citing stronger top-line momentum and resilient premium revenue streams. The move follows United's fourth-quarter 2025 adjusted diluted EPS beat and guidance for 2026 that sits above consensus; other brokerages have also increased…
TD Cowen increased its price target on Baker Hughes to $64 from $55 while retaining a Buy rating following stronger-than-expected fourth-quarter EBITDA and guidance that matched forecasts. The firm highlighted outperformance versus the Oil Services ETF, solid order trends, and healthy free cash flow as underpinning the move. Multiple peers have als…
Raymond James raised its price target on Solaris Energy Infrastructure (SEI) to $65 from $60 and reiterated an Outperform rating, pointing to the company's shift into power generation and a growing operated gas turbine fleet. The firm emphasized strong recent revenue growth, a partially contracted pro forma fleet and valuation metrics that it views…
Piper Sandler lowered its price target on Roblox Corp. to $125 from $180 while keeping an Overweight rating, citing the need for more conservative estimates beginning in the second half of 2027. The firm projects robust near-term user and bookings growth but has reduced fiscal 2027 and 2028 bookings forecasts. Other broker views on Roblox vary, wit…
Wedbush raised its price target on Zoom Video to $110 from $95 while keeping an Outperform rating, pointing to stronger adoption of AI features, accelerating ARR growth in key products, and historically low customer churn as justification for a higher multiple. Multiple sell-side firms echoed confidence after Zoom’s latest quarterly results.
