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
RBC Capital has increased its price target for American Axle & Manufacturing Holdings (NYSE: AXL) to $12, up from $9, signaling confidence in the company's near-term growth prospects. The upgrade reflects better than expected driveline segment results and favorable global automotive production trends. Meanwhile, the company's recent quarterly earni…
Roth/MKM has initiated coverage on Arcturus Therapeutics, assigning a Buy rating and setting a price target of $20.00, indicating an anticipated upside of 163% from current trading levels. The biotech has experienced notable share price declines amidst various challenges, but analysts emphasize its strong cash position and promising clinical progra…
Raymond James has reduced its price target for Abbott Laboratories to $130 from $146 while maintaining an Outperform recommendation. The adjustment follows disappointing fourth-quarter results, particularly in the Nutrition segment, which have contributed to a recent share price decline nearing the 52-week low. Despite these challenges, the firm po…
BofA Securities increased its price target on Consolidated Edison (NYSE:ED) to $99 from $96 following regulatory approval of the utility's rate plan through 2028. Despite this, the firm maintains an Underperform rating citing constrained upside potential relative to peers. Recent corporate moves include asset divestment and new financing arrangemen…
Raymond James has increased its price target for Huntington Bancshares to $21.00 from $20.00, maintaining a Strong Buy rating following the bank's fourth-quarter earnings that exceeded EPS expectations but missed slightly on revenue. The bank remains attractively valued with a P/E of 13.13 and a notably low PEG ratio, supported by consistent revenu…
Bank of America Securities has updated its forecasts for TFI International, raising the price target while keeping an Underperform rating. This adjustment follows TFI's recent disclosures of expanding revenue streams from data center and electric grid transportation, key subsets of its truckload business. The company's strategic focus on specialize…
Bank of America Securities recently updated its investment outlook for Pan American Silver (NYSE:PAAS), raising its price target to $73 from $68 while maintaining a Buy rating. This adjustment follows the company's latest preliminary production figures for 2025 and its guidance for 2026, which surpassed analyst expectations for silver and gold outp…
Bank of America Securities has nudged up its price target for Procter & Gamble to $171 from $170 while maintaining a Buy rating after the company's second-quarter 2026 results met expectations. Despite organic sales holding steady in Q2, the stock saw relief following the reaffirmation of full-year guidance. BofA projects improved growth in the lat…
BofA Securities has increased its price target for Allison Transmission to $92 from $77 after the completion of its acquisition of Dana's Off-Highway business. While maintaining an Underperform rating, the firm projects substantial revenue and EBITDA contributions from the acquisition and has revised its outlook on various market segments. Concurre…
BofA Securities has adjusted its price target for Alcoa Corporation to $38 from $33, reflecting improved demand conditions despite maintaining an Underperform rating. The aluminum producer's recent financial results exceeded earnings expectations but fell short of EBITDA forecasts, partly due to operational setbacks in Brazil. Analysts note ongoing…
Bank of America Securities has raised its price target for CACI International to $750, highlighting the company's robust margin improvements and strong free cash flow generation, despite challenges in government contract awards. The firm maintains a Buy rating as CACI's stock price nears a new 52-week peak, supported by a reaffirmed full-year outlo…
BofA Securities has lifted its price target for United Airlines to $145 from $130 following the airline's strong fourth-quarter 2025 earnings and promising demand trends. Despite conservative guidance in a volatile industry environment, the airline's financial performance has prompted multiple analysts to revise earnings estimates upward, signaling…
BofA Securities has revised its price target for SLM Corp. downward to $32 from $35, while affirming a Buy rating due to the company's strong fourth-quarter fiscal results and favorable outlook in the student loan sector. The firm's notable earnings beat was driven by strategic provisions and operating efficiencies, and the outlook points to signif…
BofA Securities has adjusted its price target for Black Hills Corp to $72 from $70, citing improved strategic prospects from the anticipated Northwestern Energy merger. The utility's stock price is near its year-high but may be overvalued relative to fair value. The firm sees potential for higher EPS compound annual growth and notes infrastructure …
Bank of America Securities reduced McCormick & Company’s price target from $89 to $80 after the spice and flavor company's fourth-quarter results revealed weaker-than-expected organic sales and a gross margin decline. The adjustment reflects several factors, including inventory impacts and increased costs. Meanwhile, McKesson Corporation’s strong q…
Jefferies has raised its price target on Columbia Banking System to $32 from $30 while maintaining a Hold rating, following the bank's slightly better than expected fourth-quarter results and mixed guidance for fiscal year 2026. The bank’s net interest income and core earnings per share surpassed analyst expectations, bolstered in part by acquisiti…
Raymond James has increased its price target for Banc of California to $24 from $20 after the bank reported better-than-expected fourth-quarter 2025 earnings. The bank's substantial loan and deposit growth, alongside promising forward guidance and strategic initiatives, support the analyst firm's optimistic projections for profitability and capital…
Jefferies has revised its price target for Abbott Laboratories downward to $145 from $149 after the healthcare company reported fourth-quarter revenue that missed analyst expectations, primarily due to weaker-than-anticipated performance in its Nutrition segment. Abbott’s earnings per share met forecasts, and the company provided guidance for conti…
Jefferies has adjusted its stock price target for McKesson downward to $74 from $79 following the company's underwhelming fourth-quarter earnings and subdued 2026 guidance, attributed mainly to ongoing inflation-related cost pressures. The analyst firm maintains a Buy rating, highlighting McKesson's steady volume expansion, promising innovation eff…
Mizuho has raised its price objective for Nextpower Inc. from $76.00 to $81.00, keeping a Neutral stance on shares that currently trade above this target. The adjustment reflects better credit quality and diversification within the company. Analysts note Nextpower’s solid performance in profitability and cautious management approach, setting expect…
Jefferies has adjusted its price target for Travelers Companies Inc. to $305 from $310, maintaining a Hold rating despite solid quarterly results and raised guidance. The insurer posted earnings and revenue surpassing expectations, underscoring effective operational performance. However, concerns over decelerating business insurance pricing and inc…
Mizuho has adjusted its price target for Intel Corporation to $48 from $41 while retaining a Neutral rating, reflecting a nuanced outlook in light of mixed near-term financial guidance and long-term strategic initiatives. Intel’s shares are trading close to their 52-week peak, having gained over 150% in the past year. The company faces expected rev…
Jefferies has lowered its price target for Inspire Medical Systems to $81 from $100 while maintaining a Hold rating. The adjustment follows a Centers for Medicare & Medicaid Services revision on obstructive sleep apnea coverage, which now entrusts reimbursement decisions to local Medicare Administrative Contractors. This change has reduced upside p…
Jefferies has elevated its price target for Enphase Energy shares to $37, driven by promising contributions from the company's storage hardware business, despite maintaining a Hold rating. The company is expected to exceed fourth-quarter EBITDA estimates partly due to storage hardware, with projections highlighting potential shipment declines in 20…
Raymond James has boosted its price objective for Intuitive Surgical to $615, maintaining a positive stance on the surgical robotics leader after the company delivered stronger-than-expected fourth-quarter earnings and revenue. Despite the stock trading above its fair value based on current metrics, the firm's confidence is bolstered by robust prof…
