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.
1,376 total articles
Benchmark reaffirmed its Buy rating and a $40 price target for CSX following the railroad company’s fourth-quarter earnings release. Despite missing earnings estimates and ongoing challenges in revenue growth, the company’s management projects modest revenue increases and improved operating efficiency in 2026, underpinned by substantial cost-saving…
Benchmark has reaffirmed its Buy rating and $42 price target for IMAX Corporation (NYSE:IMAX) following impressive fourth-quarter results and positive indicators for 2026 box office revenue. Driving momentum is the successful international rollout of "Avatar: Fire and Ash" and the introduction of new releases along with varied content offerings, po…
Seaport Global Securities has revised its outlook on Cleveland-Cliffs (NYSE:CLF), moving the stock rating from Buy to Neutral due to the share price surpassing the firm’s $13 target. Although the company starts 2026 with strengthened fundamentals and market conditions, significant debt and projected negative earnings maintain investor caution. An u…
Benchmark has reaffirmed its Buy rating on Abbott Laboratories with a $145 price target, anticipating a 33% rise from current levels. The healthcare giant posted tepid fourth-quarter results, largely due to softness in its Nutrition Products division, but remains hopeful about recovery driven by contract wins and product launches scheduled for 2026…
BMO Capital has lifted its price target for BrightSpring Health to $46 from $40 while retaining an Outperform rating, citing accelerated expansion in its specialty business and impressive recent financial performance. The stock has experienced substantial gains since its IPO, supported by a strong competitive position in pharmaceutical distribution…
RBC Capital has increased its price objective for GH Research PLC to $40 from the previous $33 while maintaining an Outperform rating, reflecting heightened confidence in the company's GH001 depression treatment. The adjustment comes after engagements at the Psychedelics Symposium and updated drug pricing assumptions parallel to Spravato, further b…
Benchmark has increased its price target for Hub Group from $40 to $50, maintaining a Buy stance. The adjustment centers on a five-year earnings valuation outlook, signaling confidence in Hub Group's long-term profitability amidst current market headwinds such as slowing intermodal volumes and margin compression in brokerage operations. Other firms…
RBC Capital has increased its price target for Northern Trust to $159 from $139, maintaining an Outperform rating following the company's strong fourth-quarter 2025 results. With solid revenue growth, positive operating leverage, and strategic medium-term goals, Northern Trust has shown resilience in profitability. The firm's stable dividend track …
Benchmark has increased its price target for Knight-Swift Transportation to $65 from $60, reaffirming a Buy rating. The company is well-positioned as the largest for-hire truckload carrier, expected to benefit from a market recovery. Despite some near-term softness in truckload services, structural cost efficiencies and operating leverage offer pro…
Cantor Fitzgerald has adjusted its price target on ServiceNow downwards from $240 to $200, citing valuation multiple contraction across the software industry and recent market performance. Although the stock trades close to its 52-week low and below market benchmarks year-to-date, the analyst firm retains an Overweight stance, indicating confidence…
Compass Point has adjusted its price target for Coinbase Global Inc. to $190 from $230 while keeping a Sell rating, anticipating a revenue shortfall in the fourth quarter. The firm highlights concerns over the declining stablecoin revenue anticipated in early 2026, coupled with stalled progress on key legislation affecting the company. Other analys…
RBC Capital has maintained its Outperform rating on Intuitive Surgical (NASDAQ:ISRG) with a price target set at $650.00, following the company’s robust earnings and revenue performance in 2025. Analysts cite the firm’s solid 22.18% revenue growth and favorable positioning for further expansion within the surgical robotics market. While valuations p…
GE Aerospace reported adjusted EPS of $1.57 and revenue of $11.87 billion for Q4 2025, outperforming analyst forecasts and demonstrating significant year-over-year growth in its Commercial Engine Services unit. However, the stock fell about 7% following the announcement, with analyst RBC Capital maintaining an Outperform rating and $355 price targe…
Cantor Fitzgerald has reaffirmed its Overweight rating on Corvus Pharmaceuticals following encouraging Phase 1 cohort 4 results for their atopic dermatitis drug, soquelitinib. This optimism contributed to a significant rally in the stock price, which approached its yearly highs. Updated projections indicate a doubling in the likelihood of treatment…
Benchmark has adjusted its price target for Intel Corporation to $57, reflecting confidence following the company's impressive fourth quarter, which outpaced revenue and earnings expectations. Nonetheless, investor response was muted due to a cautious first quarter forecast, underscoring ongoing concerns about near-term growth prospects amid supply…
Stephens has increased its price objective for Texas Capital Bancshares to $114 from $111, maintaining an Overweight rating following the bank’s impressive fourth-quarter earnings. The bank reported significant growth in both net interest income and overall revenue, positioning itself near a 52-week price high. Forecasts for 2026 suggest continued …
Wedbush has launched its coverage on Voyager Technologies Inc, assigning an Outperform rating paired with a $46 price target, signaling an estimated 33% growth potential. Despite a six-month price decline, the stock has demonstrated impressive year-to-date gains supported by strategic acquisitions and a robust project pipeline in defense and space …
RBC Capital has reduced its price objective for Abbott Labs to $135 from $147 following the company's fourth-quarter 2025 earnings, which disappointed revenue forecasts across all business segments. Despite a notable recent decline in share price and lowered revenue guidance for 2026, Abbott continues to project double-digit earnings per share grow…
Stephens has increased the price target for Dime Community Bancshares (NASDAQ:DCOM) to $36 from $33, maintaining an Equal Weight rating. The adjustment follows strong fourth-quarter earnings, including a notable EPS beat and growth in net interest margin along with significant deposit and demand account increases. Despite these positives, the analy…
Cantor Fitzgerald has upheld its Neutral rating on Intel, setting a price target of $45, notably below current trading values. The firm highlights the stock's significant appreciation this year, raising concerns about valuation overextension in absence of foundry customer clarity, expected only in the latter half of 2026. Mixed analyst responses to…
RBC Capital has maintained its Outperform rating and set a $45 price target on APi Group Corporation, underpinned by solid revenue growth, expanding margins, and strategic acquisitions. APi Group’s strong backlog and favorable market conditions support expectations for continued fiscal strength through 2026.
Stephens Investment Bank has increased its price target for Southern Missouri Bancorp (NASDAQ:SMBC) to $73 from $71, maintaining an Overweight rating following the bank’s fiscal Q2 2026 earnings beat. Despite a slight shortfall in pre-provision net revenue and revenue compared to expectations, Southern Missouri Bancorp showed resilience through str…
Cantor Fitzgerald has reaffirmed its Overweight recommendation for Vaxcyte, a vaccine development company currently valued at $7.05 billion. Despite a nearly 48% rise in stock price over six months, the company remains unprofitable with a diluted EPS of -$4.84 over the past year. The firm’s positive stance is driven by ongoing clinical trials progr…
Goldman Sachs has raised the price target for CEMEX's stock to $13.00 from $11.50, reinforcing its Buy stance ahead of the cement manufacturer’s upcoming Q4 2025 earnings report. This revision aligns closely with InvestingPro’s Fair Value analysis, suggesting the stock remains slightly undervalued despite recent gains near its 52-week high. The fir…
RBC Capital has confirmed its Sector Perform rating and $21.00 target price for Kenvue Inc as the company approaches a February earnings report. While the firm anticipates a modest quarter due to market pressures, the valuation reflects potential benefits from prior year comparisons and recent corporate developments, including Kimberly-Clark's acqu…
