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.
1,429 total articles
Morgan Stanley moved Alcoa Corp. (AA) from Overweight to Equalweight while lifting its price objective to $64 from $52. Data show the shares trading near $58.55 with a P/E of 13.33 and a market capitalization of $15.3 billion. The brokerage signaled that recent gains tied to higher LME aluminum prices and a rising U.S. Midwest Premium are likely re…
Morgan Stanley increased its price target on Freeport-McMoRan to $70 from $53 and kept an Overweight rating, pointing to protective effects from Section 232 copper tariffs on the miner's North American copper rod business and possible additional upside if refined-copper tariffs are adopted in the first half of 2026. The stock trades near its 52-wee…
Freedom Capital Markets upgraded Intuitive Surgical (ISRG) from Hold to Buy and increased its price target to $610 from $560, citing the ongoing rollout of the da Vinci 5 system and an expected lift to system sales and procedure volumes through 2026. The stock, trading at $528.82, implies roughly 15% upside to the new target, though InvestingPro da…
CoreWeave shares rose after Nvidia purchased 22.9 million Class A shares at $87.20 per share, giving the chipmaker roughly a 9% holding when combined with Class B ownership. The deal is intended to accelerate CoreWeave’s AI Factories expansion and co-development of data centers, even as the company reports rapid revenue growth alongside sizeable ne…
Mizuho increased its price target on CoreWeave to $100 from $92 while keeping a Neutral rating following an expanded partnership and a $2 billion equity infusion from NVIDIA to accelerate a 5GW capacity build-out. The move strengthens long-term confidence in CoreWeave’s positioning in the fast-growing AI cloud market, though near-term revenue upsid…
Baird raised its price target on Sarepta Therapeutics to $22 from $15 while keeping a Neutral rating after three-year open-label extension results from the EMBARK study showed sustained benefit for Elevidys. The company’s shares have recovered substantially over six months but remain down sharply year-over-year. RBC Capital retains a Sector Perform…
CoreWeave's stock has attracted renewed analyst attention after NVIDIA's $2 billion equity investment and a formal partnership that analysts say should accelerate capacity growth and strengthen the company's software position. While market reaction has been mixed and valuation metrics remain elevated, several firms have adjusted coverage or initiat…
Baird reiterated an Outperform rating and a $95 price target on Zoom Video, arguing that the company’s $51 million investment in Anthropic in May 2023 could now be worth $2 billion to $4 billion based on current valuation assumptions for Anthropic. That potential windfall materially affects Zoom’s reported gains and valuation multiples, even as oth…
SummaryTruist Securities trimmed its price objective on The Trade Desk to $60 from $85 while retaining a Buy rating, citing added near-term uncertainty after the company's CFO departure. The Trade Desk reaffirmed its previously issued fourth-quarter 2025 guidance and announced an interim CFO appointment. Other firms have also adjusted their outlook…
Jefferies has increased its 12-month price target on Southwest Airlines (LUV) to $45 from $42 while maintaining a Hold rating. The revision follows Southwest's completion of a fleetwide seat reconfiguration and management guidance for meaningful EBIT contributions from assigned seating and Extended Leg Room offerings. Other broker moves, operationa…
Nvidia has taken a $2 billion stake in CoreWeave at $87.20 per share as part of a broadened partnership designed to accelerate the construction of more than 5 gigawatts (GW) of AI-focused data center capacity by 2030. Raymond James projects significant potential revenue for Nvidia from the build-out, while also framing the move as an attempt to rei…
BMO Capital has maintained its Outperform rating and $370 price target on Celestica (CLS) ahead of the company's fourth-quarter 2025 results, citing a stronger outlook for the company's TPU business and ongoing hyperscaler capital expenditure as potential catalysts for upside into fiscal 2026. Celestica has posted double-digit revenue growth and su…
Truist Securities cut its price target for OFG Bancorp to $44 from $48 while keeping a Buy rating, after the bank reset guidance to reflect a lower net interest margin and slightly slower loan growth. The firm reduced its 2026 EPS estimate to $4.20 and introduced a 2027 EPS of $4.60, applying an unchanged 10.5x multiple to the revised 2026 figure. …
Truist Securities trimmed its price objective on Ally Financial to $50 from $51 while keeping a Buy rating, citing weaker-than-expected margin guidance and concerns around charge-offs tied to lease terminations. The bank beat fourth-quarter earnings forecasts but provided guidance for a somewhat softer net interest margin and modest improvement in …
Truist Securities reiterated a Buy rating on Frontdoor Inc. (FTDR) and set a $71 price target after observing improved consumer spending trends in the fourth quarter. The firm highlighted gains in card spending, transaction counts and average revenue per transaction, and expects Frontdoor to report fourth-quarter revenue above consensus. InvestingP…
Truist Securities increased its price target for Pinnacle Financial Partners to $119 from $118 and kept a Buy rating after incorporating the closed Synovus merger and updated pro forma guidance. The firm raised operating EPS estimates for 2026 and 2027 and modeled modest revenue growth and positive operating leverage for 2027. Pinnacle reported mix…
Truist Securities raised its price target on Huntington Bancshares to $21.00 from $20.00 and kept a Buy rating, noting signs that expense-related uncertainty may be easing and that revenue synergies from recent deals could boost top-line guidance. The bank’s recent quarterly results were mixed, with adjusted EPS beating expectations but revenue sli…
BMO Capital has raised its price target for Gilead Sciences to $150 from $135 and kept an Outperform rating, pointing to robust HIV franchise momentum led by Yeztugo, expanding payer coverage and broader PrEP strength. The firm also flagged pipeline and corporate flexibility as supportive factors amid positive clinical data and corroborating analys…
TD Cowen trimmed its 12-month price target on First Citizens BancShares (FCNCA) to $2,500 from $2,600 while keeping a Buy rating, after the bank reported fourth-quarter 2025 results that beat on core EPS but showed softer pre-tax pre-provision income and cautious guidance for 2026. Market reaction included a notable share decline and analyst revisi…
Argus kept its BUY rating on Capital One Financial Corp. after the company's fourth-quarter results, pointing to loan growth and improved net interest margins even as elevated credit loss provisions drove earnings below expectations. The firm views the recent share weakness - amplified by social media commentary on potential interest-rate caps - as…
TD Cowen increased its price objective for Northern Trust (NTRS) to $175 from $165 while keeping a Buy rating, pointing to better-than-expected fourth-quarter 2025 core earnings, improving fee business momentum and disciplined expense management. The bank is trading near $148.98 and is judged fairly valued by InvestingPro Fair Value estimates, thou…
BMO Capital raised its price target on Novo Nordisk to $57.00 from $47.00 while keeping a Market Perform rating, citing flat U.S. prescriptions for Wegovy in Q4 2025 versus Q3 and anticipated pricing erosion. The firm trimmed its 2025 Wegovy sales estimate and expects U.S. net sales pressure in 2026 to be partially offset by growth outside the Unit…
TD Cowen raised its price target for Valvoline (VVV) to $38.00 from $37.00 while keeping a Buy rating, pointing to stronger investor sentiment and the prospect that fiscal 2026 could mark the start of a beat-and-raise cycle. The firm expects comparable-store sales and earnings-per-share performance to outpace consensus, and other brokerages have al…
TD Cowen has reiterated a Buy rating on ExxonMobil with a $135.00 price target, keeping the company at the top of its list among international oil majors. The target sits essentially level with ExxonMobil’s current trading price and near its 52-week high. The firm highlighted the company’s solid balance sheet, long-standing dividend record and grow…
DA Davidson moved CoreWeave (CRWV) from Neutral to Buy and increased its price target to $110 from $68, pointing to stronger compute demand and an increased likelihood of de-risking events in 2026. The firm highlights substantial upside relative to downside baked into the stock, but notes valuation multiples and ongoing unprofitability as important…
