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.
1,356 total articles
Following Abbott Laboratories' release of its fourth-quarter earnings results, Oppenheimer has lowered its price target on the healthcare giant to $132 from $140 but retained its Outperform rating. The company's Q4 revenue and earnings per share fell short of estimates, influenced in part by underperformance in the Nutrition segment. Despite a rece…
TD Cowen has lowered its price target for McCormick & Company to $75 from $82, following the company's fourth-quarter earnings miss and subdued fiscal 2026 guidance. Higher input costs and accelerated ERP spending contributed to these challenges, leading to tempered growth expectations. Despite these headwinds, the firm retains its Buy rating, citi…
Evercore ISI has reduced its price objective for CSX to $40 from $41 while keeping an Outperform rating on the company's stock. The adjustment follows CSX's fourth-quarter 2025 earnings report, which revealed earnings per share below estimates and volumes and yields underperforming across segments. Despite these challenges, the company forecasts mo…
BTIG has boosted its price target for FTAI Aviation to $335 from $230, maintaining a Buy rating after the company announced a multi-year partnership with CFM International for component and repair support on CFM56 engines. This agreement reinforces FTAI's business trajectory and alleviates concerns about OEM relations. Shares have surged notably ov…
TD Cowen has maintained its Buy rating on Check Point Software stock, setting a $285 price target that suggests considerable market upside. The firm highlights ongoing demand from firewall updates and rapid uptake of Harmony Email and SASE solutions as drivers for the company's positive near-term momentum. Additional analyst endorsements and recent…
Wells Fargo has adjusted its price target for Mosaic (NYSE:MOS) downward to $27 from $28, maintaining an Equal Weight rating. The revision reflects diminished fourth-quarter expectations tied to weaker conditions in the Brazilian market and SSP production cutbacks. Mosaic’s Q4 and full-year 2025 earnings estimates have also been trimmed. Concurrent…
Wells Fargo has increased its price target for Procter & Gamble (NYSE:PG) to $165, up from $158, while reiterating an Overweight rating following the company's fiscal second-quarter earnings. Despite the results meeting modest expectations, the firm points to solid international operations and the possibility of an improved U.S. market as factors t…
Wells Fargo has increased its price target for Clorox to $115 from $108 after the company announced its acquisition of GOJO Industries, producer of Purell hand sanitizer, for $2.25 billion in cash. The move is viewed as a strategic effort to enhance Clorox's product portfolio and growth prospects. The acquisition is expected to be neutral to earnin…
Shares of SLM Corp rose in after-market trading after Wells Fargo increased its price target to $32.00 from $30.00, maintaining an Overweight rating on the student lending firm. The move follows the release of fourth-quarter earnings that exceeded estimates and an outlook signaling robust growth in earnings per share through 2027. Despite some metr…
Wells Fargo has trimmed its price objective for Abbott Laboratories to $122 from $146 while reiterating an Overweight rating. The revision follows Abbott's fourth-quarter earnings release showing a revenue shortfall attributed primarily to the Nutrition segment alongside other temporary setbacks. Despite these challenges, the company’s earnings per…
Wells Fargo has adjusted its price target on RLI Corp to $59 from $62, maintaining an Equal Weight rating despite the company's slower-than-expected revenue growth. The insurer prioritizes profitability over expansion, holding a robust 24% return on equity and consistent dividends, even as property market challenges temper revenue forecasts for 202…
UBS has downgraded its rating on Northern Star Resources from Buy to Neutral, lowering the price target in response to recent quarterly production shortfalls and increased cost projections. Despite trading near a 52-week high, concerns about production output and escalating expenses have tempered bullish sentiment, with UBS adjusting its forecasts …
BofA Securities has increased its price target on Sanmina-SCI Corp. to $190 from $180, while retaining a Neutral rating as the company approaches its fiscal Q1 2026 earnings release. Market attention centers on Sanmina's evolving revenue dynamics, driven by a transition from NVIDIA to AMD rack builds, and the integration challenges linked with its …
Research from Aletheia indicates that AMD's server CPU business may outperform existing expectations, with recent feedback from cloud service providers and suppliers pointing to stronger market conditions for fiscal 2026. Key investment firms maintain bullish views on AMD, citing solid demand and near sell-out of server CPUs through 2026, while str…
Roth/MKM has initiated a Buy rating on Insmed (NASDAQ:INSM), setting a $212 price target that indicates significant potential appreciation from present levels. The firm's analysis points to the strong future prospects of Insmed's Brinsupri and Arikayce therapies, underpinned by favorable trial expectations and market adoption. Despite recent revenu…
Roth/MKM has begun coverage of vTv Therapeutics with a Buy rating and a target price of $58, citing promising prospects for the company's oral diabetes treatment cadisegliatin. Anticipated Phase 3 data and ongoing clinical developments reinforce a positive outlook despite current unprofitability, with key financial and patent details supporting ope…
KeyBanc Capital Markets has maintained its Overweight rating on Microsoft, establishing a $630 price target indicative of nearly 40% potential upside from current levels. The firm's assessment highlights rising enterprise demand for Azure cloud services as a significant growth driver, supported by strong recent revenue gains and further upside fore…
Barclays has revised Tesla's stock price target upward to $360 while retaining an Equalweight rating, prompted by Tesla’s launch of fully autonomous robotaxi rides without safety monitors in Austin. Despite this technological milestone, the robotaxi fleet remains limited and below initial targets, with significant demand outstripping supply. Invest…
KeyBanc Capital Markets has reaffirmed its Overweight stance on Chipotle Mexican Grill's stock, keeping a $45 price target intact even as it lowers the company's 2025 earnings per share forecast. The firm's outlook reflects cautious optimism driven by recent sales trends and favorable valuation levels despite some pressures on future margins.
TD Cowen has raised its recommendation on Fortinet stock from Hold to Buy, augmenting its confidence in the company's robust financial performance and growth prospects enhanced by artificial intelligence adoption. The new price target of $100 signals significant upside potential from current levels, supported by Fortinet's healthy profit margins an…
RBC Capital has adjusted its price target for Intel to $48 from $50, maintaining a Sector Perform rating despite the chipmaker's strong recent market performance. The revision follows Intel's better-than-expected fourth-quarter results but a weaker first-quarter 2026 forecast influenced by supply constraints. Other analysts have also modified price…
Raymond James has increased its price target for Columbia Banking System to $34 from $31, maintaining a Strong Buy rating after the bank posted stronger-than-expected fourth-quarter 2025 results. The firm highlights the completed PPBI acquisition and the forthcoming integration as catalysts for earnings growth, projecting improved profitability met…
Raymond James has upgraded its price objective for CSX Inc. to $41 from $40, maintaining an Outperform rating. The adjustment reflects confidence in CSX's operational advances driven by the ONECSX initiatives and the strategic direction set by new CEO Steve Angel. Despite a marginal revenue shortfall in Q4 2025, earnings surpassed expectations, sup…
Raymond James has adjusted its price target for Old National Bancorp stock to $28 from $25, maintaining a Strong Buy rating on the back of solid earnings results. The bank exceeded earnings expectations with $0.62 per share, supported by expanded net interest margins, improved loan growth, and disciplined expense management. Despite a slight revenu…
MercadoLibre plans to raise logistics fees in Brazil starting March 2026, a development that has prompted Itau BBA to reaffirm its Outperform rating on the stock. The fee adjustment is expected to enhance the company’s earnings per share by about 3% in 2026 and add roughly $280 million in annual net revenues. MercadoLibre's recent financial maneuve…
