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.
1,424 total articles
Jefferies reduced its price objective for Apple Inc. to $276.47 from $283.36 and kept a Hold rating as the company approaches its January 29 earnings report. The firm pointed to signs of cooling services growth - including a roughly 7% App Store revenue increase in the December quarter and a potential deceleration in Google-related advertising rece…
Jefferies lowered its 12-month price objective for NiSource (NYSE: NI) to $49 from $50 but kept a Buy rating, pointing to multiple catalysts tied to an expanding data center relationship. The research house’s estimates imply above-Street earnings-per-share growth profiles, and the company announced a quarterly dividend and received a short-term fed…
Wolfe Research downgraded Cummins Inc. (NYSE: CMI) from Outperform to Peerperform, saying the stock's run over the last two years constrains upside even as core businesses and financial metrics remain solid. The firm raised its 2027 EPS estimate but concluded that valuation leaves little room for meaningful gains without outsized earnings growth an…
BTIG has initiated coverage of Fannie Mae (OTC: FNMA) with a Buy rating and set a $20.00 price target, identifying potential upside tied to the treatment of Treasury’s Senior Preferred Stock and possible regulatory capital relief. The firm highlighted that Treasury warrants representing 79.9% of common equity and any change to the Senior Preferred …
Morgan Stanley raised its price target for Monster Beverage (MNST) to $96 from $87 while keeping an Overweight rating, citing stronger and more durable growth versus peers and sizable upside relative to consensus. The new target implies roughly 17% upside from the current share price near $82 and follows a string of upward revisions from other brok…
BTIG has begun coverage of Freddie Mac (OTC: FMCC) with a Buy recommendation and a $20.00 price target, implying substantial upside from the current market price of $8 and a market capitalization of $25.77 billion. The research note highlights technology investments, potential capital relief or conservatorship progress, and integration opportunitie…
Evercore ISI has reiterated an Outperform rating and a $65.00 price objective for Tractor Supply Company (TSCO) ahead of the retailer's fourth-quarter earnings release on January 29. The firm frames the report as a potential reset of expectations rather than a decisive judgment on the company’s long-term model, trimming near-term comparable sales a…
UBS downgraded British Land to Neutral from Buy and cut its price target to 440p from 445p, pointing to a tighter upside and heightened caution over long-term office demand driven in part by potential impacts from artificial intelligence. The bank highlighted weakening hiring indicators and raised youth unemployment as factors constraining office m…
3i Group PLC shares fell 3.7% on Monday after RBC Capital Markets downgraded the stock to Underperform from Sector Perform and cut its price target to £30 from £32.50. The bank flagged that Action - 3i's largest investment in the discount retail space - is trading at about 28 times calendar year 2026 expected earnings, which RBC views as rich relat…
BofA Securities increased its price target on Element Solutions to $33 from $31 and reaffirmed a Buy rating, citing the company’s asset-light model and exposure to AI, datacenter investment and rising complexity in chips and circuit boards. The upgrade follows meetings with the CEO and comes amid a Q3 earnings beat, a recent acquisition, a dividend…
BTIG has reaffirmed a Neutral rating on PayPal (PYPL) before the company reports fourth-quarter 2025 results on February 3. The firm highlights a notable share-price decline since the prior quarter, lower investor expectations for 2026 trade margin dollars and adjusted EPS growth, and ongoing uncertainty over returns from strategic investments in 2…
Berenberg has begun coverage of Greencore Group (LON:GNC), assigning a Buy rating and setting a 351p price target. The research note highlights the strategic impact of Greencore's acquisition of Bakkavor, forecasts a 14% three-year EPS CAGR, and projects margin improvement and deleveraging by FY30 as key outcomes of the combined group's expanded sc…
Goldman Sachs has initiated coverage of AAR Corporation (AIR) with a Neutral rating and a $121 price target, indicating about 15% upside from the stock's recent price of $105.66. The bank noted segments of above-market organic growth and margin improvement, but also highlighted that overall growth and profitability lag peer aerospace suppliers and …
Jefferies on Monday left its rating on PepsiCo at Hold and maintained a $164.00 price target, citing a challenging mix of portfolio adjustments, price moves and innovation efforts that must work alongside accelerated productivity programs as the company moves into 2026. The firm's forecasts sit modestly below Street estimates for next year, while o…
RBC Capital reiterated a Sector Perform rating and $18 price target on Sarepta Therapeutics (SRPT), pointing to decelerating uptake of the company's gene therapy ELEVIDYS and a cash position strained by ongoing negative free cash flow. Analysts differ on near-term sales expectations for ELEVIDYS and the broader commercial outlook, while preliminary…
Canaccord Genuity increased its price target on Illumina to $150 from $130 while retaining a Hold rating after the company posted preliminary fourth-quarter and full-year 2025 results that beat analyst estimates and FactSet consensus. Illumina is trading at $166.76, matching its 52-week high, and showed an 80.18% six-month price gain. Key operation…
UBS has initiated coverage of Ono Pharmaceutical Co., Ltd with a Buy rating and a JPY2,950 price target. The bank highlights the potential of ONO-4578 to offset anticipated revenue declines from Opdivo's patent expiration, while noting a projected core operating profit CAGR of -5% for fiscal years 2026-2033 and a solid balance sheet with a 9% free …
Raymond James increased its price objective on Customers Bancorp to $100 from $95 and kept a Strong Buy rating after the bank reported its fourth-quarter 2025 results. The firm pointed to continued business momentum, recent hires driving deposit growth and expansion of the cubiX payments platform as reasons for an improved outlook, even as the quar…
Raymond James raised its price objective on Travelers (TRV) to $330 from $310 and kept a Strong Buy rating after increasing operating EPS projections for 2026 and 2027. The firm attributes the improved outlook to higher expected net investment income, more aggressive share repurchases and more favorable prior-year reserve development assumptions, w…
Jefferies raised its price target on FirstEnergy Corp. (FE) to $49 from $48 and kept a Hold rating, identifying the company's upcoming fourth-quarter earnings call as a potential catalyst that could clarify capital-spend plans, rate base trajectory and transmission opportunities. The firm highlighted FirstEnergy's 2026 Core EPS guidance, a $6 billi…
William Blair initiated coverage of Xylem Inc. (NYSE: XYL) with an Outperform rating, highlighting the company’s position as a leading pure-play water technology provider. The research note emphasized Xylem’s broad portfolio across the water cycle, its sizeable installed base supported by thousands of service professionals, and mission-critical sol…
Raymond James increased its price target on Independent Bank Corp (INDB) to $94 from $84 and reiterated a Strong Buy rating following the bank's better-than-expected fourth-quarter 2025 results. The firm cited expanding core net interest margins driven by asset repricing and lower funding costs, plus loan growth, buybacks, and tight expense control…
Morgan Stanley moved Corpay Inc. (NYSE: CPAY) from Equalweight to Overweight and increased its price objective to $379 from $322, citing an expected trajectory of sustained mid-teens earnings per share growth and early indicators of a recovery in freight and trucking demand. The bank also downplayed the significance of stablecoin-related concerns f…
Raymond James increased its 12-month price target for Old Second Bancorp (OSBC) to $23 from $21 while sustaining a Strong Buy recommendation. The firm pointed to fourth-quarter results that showed net interest margin expansion from an already high base, controlled expenses and a 14.55% year-over-year revenue gain. Loan growth lagged, but analysts e…
Raymond James increased its price target on SLB to $57 from $52 and kept an Outperform rating after the oilfield services provider reported stronger-than-expected fourth-quarter results and notable free cash flow generation. The company beat quarterly EPS and revenue estimates, delivered approximately $2.3 billion in free cash flow for the quarter …
