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.
1,336 total articles
DA Davidson increased its price objective for Cullen/Frost Bankers (NYSE:CFR) to $144 from $136 following fourth-quarter results that outpaced both the firm's forecast and consensus. The broker raised its 2026 EPS estimate, highlighted the bank's sustained record of beating estimates and noted attractive near-term valuation metrics, but left its ra…
DA Davidson increased its price target for Axos Financial (NYSE: AX) to $112.00 from $107.50 and kept a Buy rating after the company reported stronger-than-expected quarterly results and solid core loan and deposit growth. The stock is trading near its 52-week high and has delivered a notable one-year return, while other brokers also raised targets…
DA Davidson has reaffirmed a Buy rating on Tractor Supply Company (TSCO) with a $60 price target, implying roughly 17% upside from the current share price of $51.33. The firm expects 2026 to be an inflection year as commodity costs normalize and returns from strategic initiatives begin to materialize, though 2025 marked a second straight year of li…
TD Cowen lowered its price objective on Thermo Fisher Scientific to $683 from $696 while retaining a Buy stance. The change follows a fourth-quarter beat but conservatively guided organic growth for the coming quarter and fiscal 2026, with first-quarter EPS falling well below analyst expectations. Other broker notes and a strategic AI partnership w…
DA Davidson raised its price target on Modine Manufacturing (MOD) to $255 from $200 while retaining a Buy rating, citing an expanded data center revenue outlook through fiscal 2028, a planned PT spinoff via a Reverse Morris Trust, and robust quote-to-order metrics. The new target implies additional upside from Modine's recent trading near a 52-week…
TD Cowen has reiterated a Buy rating on Visa Inc. and set a $416.00 price target following the company's first-quarter fiscal 2026 results. The target implies roughly 28% upside from Visa's prevailing share price of $324.39. The research firm highlighted solid results across Value-Added Services and commercial segments, resilient consumer trends an…
RBC Capital has raised its price target on ResMed Inc. (NYSE: RMD) to $314 from $311 and kept an Outperform rating after the company reported quarterly results that slightly beat both RBC and consensus estimates. The firm pointed to broad market growth, gross margin improvement and operating leverage as drivers behind small forecast increases and t…
RBC Capital raised its price objective for AXIS Capital to $130 from $125 while keeping an Outperform rating following the insurer's robust fourth-quarter 2025 results. The firm cites strong underwriting returns, substantial capital returns and attractive growth guidance for 2026, and sees the shares as undervalued based on multiple valuation metri…
Craig-Hallum initiated coverage of Aclaris Therapeutics (NASDAQ:ACRS) with a Buy rating and a $10.00 price target, implying 174% upside from the current $3.65 share price. The firm highlighted Aclaris’s transition toward immunology-centered assets, led by ATI-052, and noted the company’s healthy balance sheet. The analyst view comes alongside posit…
RBC Capital analyst Rishi Jaluria identified a slate of software stocks he views as attractive buys after a broad sector sell-off following earnings reports from Microsoft and ServiceNow. The firm singled out names including CrowdStrike, Datadog and HubSpot, and reiterated interest in Intuit, MongoDB, Microsoft, ServiceNow and Snowflake. ServiceNow…
RBC Capital raised its price target on GE Vernova to $800 from $761 while maintaining an Outperform rating, citing another quarter that beat expectations, accelerating demand and favorable pricing trends. The bank highlighted earlier-than-expected benefits from the Prolec acquisition and backlog equipment margin expansion pointing to potential Powe…
RBC Capital has reaffirmed an Outperform rating on Diageo PLC and retained a GBP20.00 price target. The firm highlights an opportunity for the global spirits group to revive growth by shifting emphasis from premiumization toward its mainstream portfolio and adopting a more proactive approach to category expansion. RBC projects a 210 basis-point dec…
Williams Trading increased its price target for Deckers Outdoor to $160 from $135 and kept a Buy rating following fiscal third-quarter 2026 results that topped consensus. The firm pointed to conservative full-year guidance, resilient brand performance at UGG and Hoka, and limited tariff impact as reasons for the upgrade. Multiple other brokerages a…
JPMorgan raised its price target on Apple to $325 from $315 while maintaining an Overweight rating, citing robust product gross margins and iPhone revenue upside. The move follows fiscal first-quarter 2026 results that beat expectations, with broad strength across iPhone and Services revenue. Several other firms adjusted targets or ratings after th…
Piper Sandler reduced its 12-month price target on AppFolio to $245 from $350 while retaining an Overweight rating, reflecting tempered expectations after the company's 2026 revenue-growth guidance came in below consensus. The new target implies roughly an 18% upside from the stock's recent level near $207.10. Analysts pointed to a sizable post-gui…
Piper Sandler reduced its price target on PennyMac Financial to $137 from $168 while keeping an Overweight rating after the mortgage lender reported a notable operating shortfall. The downgrade follows weaker servicing income driven by higher prepayment speeds and elevated amortization, and comes amid negative free cash flow and downticked return-o…
Piper Sandler lowered its price target on Tractor Supply Company to $59 from $67 while keeping an Overweight rating after the retailer missed fourth-quarter expectations on comparable sales, margins, and EPS. The company’s 2026 guidance also came in below Street expectations and under its long-term comparable sales target of 3-5%, prompting several…
Piper Sandler raised its price target on GE HealthCare to $94 from $91 and maintained an Overweight rating, pointing to healthy margins, mid-single-digit order growth, and an undemanding valuation. The move comes ahead of the company's January 30 earnings report and amid market uncertainty tied to Flyrcado guidance and other recent developments fro…
Piper Sandler increased its price objective for VF Corp. to $18.00 from $14.00 while leaving the stock at a Neutral rating. The revision follows an investor meeting with senior management and VF's fiscal third-quarter earnings beat, though the updated target remains below the company's current trading price of $20.11. The firm noted stronger digita…
Piper Sandler has reaffirmed an Overweight rating on NovoCure Ltd. (NASDAQ: NVCR) and set a $27.00 price target, implying more than 118% upside from the stock's then-current price of $12.38. InvestingPro analysis flagged the shares as appearing undervalued based on a Fair Value assessment. The research note highlights strategic and messaging adjust…
KeyBanc Capital Markets raised its price target on Modine Manufacturing to $205 from $175 while keeping an Overweight rating, citing the company’s plan to spin off its Performance Technologies (PT) division and stronger-than-expected prospects for its Data Center business. The firm revised estimates higher on a 'higher DC trajectory' and highlighte…
KeyBanc has reduced its 12-month price objective for AppFolio to $255 from $270 but left its Overweight recommendation intact. The move follows the company’s fourth-quarter report showing accelerating revenue and unit growth and an earnings-per-share beat, even as initial 2026 revenue guidance fell short of market expectations. The target cut prima…
KeyBanc Capital Markets increased its price target on Parker-Hannifin to $1,100 from $1,050 and kept an Overweight rating following the company's fiscal second-quarter 2026 results. The move reflects what the firm described as continued strong execution against a choppy end-market backdrop outside aerospace, with the company reporting adjusted Q2 E…
KeyBanc Capital Markets left its Sector Weight rating on Apple following the company’s fiscal first-quarter 2026 report, citing strong operational results but a valuation it views as full and expectations for slower growth. The quarter delivered sizable iPhone revenue gains, earnings-per-share acceleration and guidance above consensus, while margin…
KeyBanc Capital Markets raised its price target on ResMed to $302 from $299 and kept an Overweight rating after the company's fiscal second-quarter 2026 results. The firm cited revenue outperformance led by Masks & Accessories and Devices, an improved gross margin outlook, and a robust balance sheet. ResMed reported EPS of $2.81 versus $2.73 expect…
