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
Stephens raised its price target for East West Bancorp to $125 from $120 while maintaining an Equal Weight rating. The revision follows fourth-quarter results that slightly topped expectations and prompted a modest upward adjustment to 2026 pre-provision net revenue forecasts. The firm cited stronger net interest income offset by higher operating e…
Stephens increased its price objective for TriCo Bancshares (TCBK) to $55.00 from $54.00 and kept an Overweight rating following a quarterly performance that outpaced both the firm's and the Street's forecasts. Strength in operating earnings, pre-provision net revenue and lower deposit costs contributed to margin upside, while the company announced…
Stephens reduced its price target on Preferred Bank to $93 from $105 while keeping an Equal Weight rating. The adjustment follows an operational earnings beat and a modest upward revision to 2027 EPS, but was driven by a notable increase in criticized loans, including a single large relationship that raised questions about near-term valuation catal…
Stephens raised its price target on Heritage Financial to $30 from $28 while keeping an Equal Weight rating after the bank posted stronger-than-expected fourth-quarter operating results. Revenue and margin metrics outperformed consensus, and the January closing of the Kitsap acquisition should support net interest margin and capital positioning, th…
Wolfe reports Roblox’s concurrent user count fell to roughly 22.8 million, a 10.6% decline from last week’s high. First quarter-to-date average CCUs eased to 16.9 million, reflecting slower year-over-year expansion. While the company has reported strong trailing revenue growth, analyst price targets and recent sector moves highlight differing views…
KeyBanc Capital Markets' January survey of 1,056 U.S. consumers found a rebound in holiday spending and plans to raise outlays over the next three months across a broad set of categories. Analysts point to forthcoming policy-driven tax-refund increases that could add 2-4% to retail sales in early 2026, and KeyBanc highlights winners among retailers…
KeyBanc Capital Markets has kept its Sector Weight rating on Verizon Communications, citing limited growth visibility into 2026. The firm expects flat Wireless Service revenue next year and year-over-year declines in VCG ARPA, and projects adjusted EBITDA growth that trails consensus unless Frontier is included. Verizon reports quarterly results in…
KeyBanc Capital Markets reduced its price target on Meta Platforms Inc. to $835 from $875 while retaining an Overweight rating. The firm judges the market has already priced in the company’s heavy AI-related investment program, but ongoing investor concern about operating expense trajectories and a relatively rich valuation versus peers keep near-t…
KeyBanc reiterated a Sector Weight rating on Charter Communications ahead of the company’s fourth-quarter 2025 results due January 30, citing an intensifying broadband competitive landscape in 2026 and balance sheet pressures. While InvestingPro data flags attractive cash flow metrics and value signals, the bank warns that accelerating fiber-to-the…
KeyBanc raised its price objective on Alphabet to $360 from $330 while maintaining an Overweight recommendation, highlighting structural advantages in artificial intelligence and an improving revenue mix driven by Google Cloud. The firm’s valuation work points to a higher sustainable P/E as AI boosts ad volumes and pricing; other analysts have issu…
KeyBanc Capital Markets has raised its rating on Solvay (NYSE:SOLV) from Sector Weight to Overweight in its 2026 Medical Technology outlook. The bank highlights a narrowing of the sector's valuation premium, stronger underlying demand signs in late 2025, and an uptick in M&A as supporting a selective stock-picking strategy. The report also names se…
BofA Securities trimmed its price target on Unity Software (U) to $18 from $21 and retained an Underperform rating, citing a steep valuation and limited margin for growth setbacks in Unity’s Vector product. The move contrasts with several other firms that have recently upgraded the stock and raised targets as they express confidence in Vector-drive…
Benchmark reaffirmed a Hold rating on Meta Platforms Inc. (META) ahead of the company’s fourth-quarter earnings due Wednesday, January 28, citing uncertainty around future returns as the company increases capital spending and pursues new monetization pathways. The research firm called attention to potential deeper cuts at Reality Labs, the shift fr…
JPMorgan raised its price target on Apple to $315 from $305 and retained an Overweight rating, citing expectations for stronger iPhone revenues and increased earnings power. The firm projects 16% growth in iPhone revenue and anticipates only modest margin impact from higher memory costs, noting supplier contracts and scale advantages. Apple reports…
JPMorgan reduced its price target for Varonis Systems to $50 from $62 while retaining an Overweight rating and placing the stock on Positive Catalyst Watch ahead of the company’s fourth-quarter earnings. The bank expects new SaaS-specific disclosures to clarify the trajectory of recurring revenue after the company’s third-quarter weaknesses in on-p…
JPMorgan increased its price target on SLB to $54 from $43 while maintaining an Overweight rating, backing the oilfield services company's 2026 guidance. Management expects improvements in three international problem areas that weighed on 2025 results - Saudi Arabia, Mexico and deepwater operations - and sees growth driven by its Digital segment, P…
JPMorgan has kept Overweight ratings on Digital Realty Trust and Equinix, maintaining December 2026 price targets at $210 and $950 respectively while modestly raising 2026 revenue and profitability estimates. The bank points to pricing strength in a capacity-constrained environment and new lease signings as drivers for improved stock performance in…
DA Davidson moved BOK Financial (BOKF) from a Buy to a Neutral rating even as it increased its one-year price target to $135 from $125. The broker pointed to constrained upside after reworking its valuation to a forward multiple tied to 2027 earnings, despite projecting among the highest 2026-2027 EPS forecasts and flagging several positive operati…
Clear Street increased its price objective on Krystal Biotech (KRYS) to $338 from $288 and kept a Buy rating, pointing to investor enthusiasm for the company's pipeline, notably KB801 for Neurotrophic Keratitis. The firm now forecasts $2.0 billion in peak sales for KB801 by 2040 and raised the therapy's likelihood of success to 50%. Krystal's recen…
UBS reiterated a Buy rating on Chipotle Mexican Grill with a $45.00 price target, warning of margin pressure in the fourth quarter and into 2026. The bank's forecasts project narrower restaurant margins driven by subdued sales, rising beef costs and stepped-up marketing investment, partially offset by operational efficiencies. Other firms including…
Guggenheim increased its price target on Starbucks to $90 from $88 and kept a Buy rating as the coffee chain prepares for fiscal Q1 2026 results and an Investor Day. The stock is trading above the new target, recent analyst actions are mixed, and the company announced a quarterly dividend ahead of the scheduled disclosures.
TD Cowen reduced its target for SkyWest (NASDAQ: SKYW) to $122 from $132 while retaining a Buy rating. The revised target implies roughly 20% upside from the current share price of $101.66. The change precedes SkyWest's fourth quarter 2025 earnings release on January 29 and reflects adjustments to 2026 forecasts after a December update to Q4 2025 e…
Jefferies raised its price objective for Bloom Energy to $92 from $53 while retaining an Underperform rating. The revision rests on higher 2026 revenue estimates driven by orders from American Electric Power and Quanta, but the firm warns that lofty market expectations, extreme volatility and limited valuation headroom mean investors will be watchi…
Keefe, Bruyette & Woods increased its price objective on Glacier Bancorp to $58 from $55 while keeping its rating intact, citing stronger conviction in the bank’s near-term earnings trajectory following fourth-quarter 2025 results. KBW highlighted Glacier as a "Top Idea for 2026," pointing to a pronounced net interest income expansion story and div…
Keefe, Bruyette & Woods raised its price objective on Webster Financial (WBS) to $77 from $75 while holding its Outperform rating. KBW points to robust fourth-quarter results, accelerating loan growth trends, and improving credit quality through 2025, along with the company's strongest buyback quarter of 2025. Webster also reported an earnings and …
