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
RBC Capital reiterated its Outperform rating on Valvoline (NYSE: VVV) and maintained a $44.00 price target, citing what it views as conservative fiscal 2026 EBITDA guidance as the company integrates Breeze Autocare. RBC projects modest same-store sales growth for the first quarter of fiscal 2026 and expects adjusted EBITDA slightly above consensus.…
Guggenheim has raised its price target on Erasca Inc. to $12.00 from $5.00 while keeping a Buy rating, citing progress on the company's pan-RAS and pan-KRAS inhibitor programs and recent financing activity. The shares have gained sharply over the past six months and trade near their 52-week high. The firm models a 30% probability-of-success-adjuste…
H.C. Wainwright trimmed its price target on AudioEye to $18 from $22 but retained a Buy recommendation. The revision follows preliminary fourth-quarter 2025 results showing steady revenue and rising annual recurring revenue, while the firm flagged potential slower growth in 2026 that could cap near-term share gains.
Lucid Capital Markets began coverage of Ucore Rare Metals (OTC: UURAF) with a Buy rating and a $12.00 price target, citing the company’s patent-pending RapidSX separation technology and progress toward a commercial processing plant. The stock traded at $6.80 at the time of the initiation, which implies roughly 76% upside to the assigned target. Luc…
H.C. Wainwright increased its price target for NeuroPace Inc to $19.00 from $18.00 while keeping a Buy rating, citing improved preliminary results for the fourth quarter and full-year 2025 and the prospect of regulatory approval for an expanded epilepsy indication. NeuroPace reported $26.6 million in preliminary Q4 revenue and roughly $100 million …
Guggenheim has reaffirmed a Buy rating and a $15.00 price target on Cabaletta Bio (NASDAQ:CABA), highlighting a commercial approach centered on outpatient administration for rese-cel, the use of fully automated manufacturing via Cellares, and a no-preconditioning strategy. The firm points to forthcoming clinical GMP readiness data and multiple clin…
RBC Capital retained its Sector Perform rating and $745 price objective on Regeneron Pharmaceuticals in a research note published Tuesday. The firm emphasized 2026 as a year when emerging competitors could meaningfully affect Regeneron’s core franchises, even as several other analysts updated their outlooks after the company’s Eylea prerelease and …
Needham has kept its Buy rating and $140.00 price target on Agilysys Inc following the company’s third-quarter fiscal 2026 results. The hospitality software provider beat revenue and EBITDA expectations on subscription growth, but shares fell in after-hours trading amid guidance that implies a modest deceleration in subscription growth for the four…
H.C. Wainwright raised its price target on Exelixis to $52 from $49 and retained a Buy rating after updating a DCF-based valuation. The move follows Exelixis's fiscal year 2026 guidance, which lays out revenue and expense ranges including product revenue, COGS, R&D and SG&A, and an effective tax rate estimate.
RBC Capital has reiterated an Outperform rating and a $350 price target on IBM, highlighting confidence in the company’s positioning in hybrid cloud and artificial intelligence despite recent valuation and software execution questions. Investors will be focused on IBM’s January 28 earnings report and software revenue components, including managemen…
JPMorgan has kept a Neutral rating and an $18.00 price target on Sarepta Therapeutics following the company’s release of topline three-year Phase 3 EMBARK results for Elevidys in ambulatory Duchenne muscular dystrophy (DMD) patients. The data report statistically significant and sustained improvements in key motor endpoints versus a pre-specified p…
Canaccord Genuity has reiterated a Buy rating and set a $32.00 price target on Acadia Pharmaceuticals (ACAD), arguing the shares are undervalued when judged on current approved products alone. Trading near $26.86, the stock aligns with consensus Buy recommendations and appears undervalued by InvestingPro Fair Value metrics. Canaccord also highlight…
Evercore ISI has reaffirmed an Outperform rating on UnitedHealth Group with a $400 price target after the insurer reported fourth-quarter results. The company posted adjusted Q4 EPS in line with consensus, delivered a slightly better-than-expected medical loss ratio, but showed weaker-than-expected Optum margins driven by Optum Health. Fiscal 2026 …
JPMorgan raised its price target on Amphenol to $185 from $160 and reiterated an Overweight rating, citing Amphenol’s completion of the acquisition of CCS from CommScope. The deal increases Amphenol’s exposure to optical and IT & Datacom markets, with JPMorgan forecasting the latter to reach $12.7 billion by 2026 and management guidance indicating …
Evercore ISI maintained an In Line rating and a $113.00 price target for UPS after the company's fourth-quarter 2025 results showed earnings and revenue ahead of consensus. The delivery giant reported adjusted EPS of $2.38 and consolidated revenue of $24.479 billion, while issuing full-year 2026 revenue and margin guidance that left some analysts c…
Cantor Fitzgerald has begun coverage of Strategy (NASDAQ:MSTR), assigning an Overweight rating and a $213 price objective. The firm characterized the company as a novel BTC-centric operating vehicle and used a sum-of-the-parts valuation that blends projected sales multiples with an assumed Bitcoin price. Recent corporate actions, including dividend…
Cantor Fitzgerald reiterated an Overweight rating and a $76.00 price target on W.R. Berkley following the insurer's fourth-quarter 2025 results. While Q4 diluted EPS of $1.13 was a hair below the firm's $1.14 estimate, Cantor Fitzgerald described the result as "effectively in-line overall." The company reported stronger-than-expected revenue and re…
Nvidia has invested $2.0 billion in CoreWeave at $87.20 per share, boosting its ownership to roughly 9.0%. Stifel retains a Hold rating on CoreWeave stock even as the company reports 235.4% revenue growth over the last year and trades at $98.31. The deal is expected to accelerate up to 200MW of capacity growth by 2030 within CoreWeave's 5GW AI Fact…
JPMorgan cut its price objective for Bullish (NYSE:BLSH) to $42 from $45 while retaining a Neutral rating in advance of the company's fourth-quarter 2025 earnings report scheduled for February 5. The bank modestly increased revenue and profitability forecasts for the quarter after updating its model, citing stronger-than-expected transaction revenu…
Cantor Fitzgerald reaffirmed an Overweight rating on Agilysys Inc (NASDAQ: AGYS) and set a $140 price target after the company reported stronger-than-expected quarterly revenue and raised implied Q4 FY2026 revenue guidance. The price target implies roughly 23% upside from the then-current share price. Agilysys delivered revenue above consensus, sho…
JPMorgan has reaffirmed a Neutral rating and a $175.00 price target on Biogen (BIIB) ahead of the company’s 2026 guidance and its fourth-quarter earnings release. The bank expects a measured ramp for Alzheimer’s therapy Leqembi in 2026 due to ongoing logistical challenges, while noting an anticipated late-May approval for subcutaneous induction tha…
JPMorgan has reaffirmed an Overweight rating on Walt Disney Co. and kept a $138.00 price target ahead of the company's fiscal first-quarter results due February 2, citing stronger segment-level results, franchise box-office success and an earlier-than-expected resolution of a carriage dispute. The firm raised certain operating and earnings estimate…
Scotiabank has initiated coverage of CGI Group Inc with a Sector Perform rating and a C$140.00 price objective. The bank cites the company’s exposure to discretionary IT spending in its Consulting business as the primary reason for a neutral stance, while noting valuation metrics that sit modestly above peer averages. CGI has also announced a globa…
JPMorgan has reaffirmed an Overweight rating on Protagonist Therapeutics (PTGX) and kept a $93.00 price target after a recent pullback in the stock. The firm points to royalty streams tied to Icotyde and rusfertide, an advancing oral IL-17 program and newly disclosed obesity initiatives as central to investor attention. Multiple analysts have also …
JPMorgan reiterated its Overweight rating and $96.00 price target on Vera Therapeutics (NASDAQ: VERA), signaling substantial upside from the stock's current trading level. The firm highlighted atacicept, Vera's lead candidate for immunoglobulin A nephropathy (IgAN), as well positioned in the B-Cell modulator space. The outlook is reinforced by an F…
