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.
1,337 total articles
Kepler has adjusted its stance on Pearson PLC by moving the stock from Reduce to Hold while lowering the price target slightly. This change follows the company’s recent trading update and announcement of a substantial share repurchase plan for 2026, though headwinds are expected in the first half of that year due to contract losses in a core busine…
HSBC has revised its rating for Sibyane Stillwater from Hold to Buy, increasing the price target substantially to $24.80 from $13.30. This adjustment corresponds with the mining company’s robust stock appreciation over one year and six months, underscoring improved expectations for its future prospects.
Barclays has revised its rating on Henkel AG & Co KGaA from Overweight to Equalweight, lowering the price target due to anticipated softer consumer and industrial demand in Europe. Despite solid financial metrics and strategic strides, including a recent organizational merger and steady dividend history, the German consumer goods company faces chal…
L’Oreal's stock ratings have been notably upgraded by Barclays and UBS, driven by recent improvements in the global beauty market and the company’s solid financial performance. Barclays elevated its rating to Overweight with a significantly higher price target reflecting optimism for 2026 growth, while UBS upgraded its rating to Buy, citing favorab…
Barclays analysts have upgraded their rating on pharmaceutical company Haleon PLC to Overweight from Equalweight, raising the price target to GBP4.20 based on anticipated improvements in the US segment, which accounts for over a third of the firm's revenue. Despite recent destocking challenges in 2025, management's corrective actions are expected t…
Cantor Fitzgerald has initiated coverage on Centuri Holdings Inc (NYSE:CTRI), assigning an Overweight rating alongside a price target of $34. The firm emphasizes Centuri's solid foundation in utility infrastructure, supported by a significant backlog and recurring revenue through Master Service Agreements. Strategic expansions, notable contract win…
Cantor Fitzgerald has commenced coverage on MasTec, a diversified infrastructure contractor, assigning an Overweight rating with a price target of $274, signaling an approximate 12% upside from current trading values. The report highlights MasTec's favorable positioning across power delivery, communications, clean energy, and pipeline infrastructur…
Cantor Fitzgerald has initiated coverage of MYR Group (NASDAQ: MYRG) with an Overweight rating and a $285 price target, citing the company's strategic positioning as a utility-focused electrical contractor benefiting from long-term grid modernization and infrastructure replacement programs. Despite modest profit margins, management's disciplined gr…
Cantor Fitzgerald has launched coverage of Primoris Services Corporation, assigning a Neutral rating and setting a price target of $160. The company, currently valued at $8.14 billion with shares trading around $150.56, has exhibited a significant 71.9% gain over the past year. While strong operational execution and a sizable backlog support earnin…
Cantor Fitzgerald has initiated its coverage of Ameresco, the clean energy infrastructure company, with a positive outlook and a targeted price of $41, suggesting a 25% potential price appreciation. The firm emphasizes Ameresco's recurring revenue from energy assets and maintenance contracts, a sizeable operational and development portfolio, and it…
Cantor Fitzgerald initiated coverage of Sterling Construction with an Overweight rating and a price target of $413, highlighting the company's strategic pivot to higher-margin infrastructure sectors and recent impressive financial results, including earnings and revenue surpassing expectations, alongside a new significant stock repurchase program.
Cantor Fitzgerald launched coverage on Powell Industries, providing a Neutral rating with a $427 price target closely mirroring the current market price. The firm praises Powell's robust financial health and strategic growth via acquisitions while signaling valuation as a potential constraint for investors. Powell remains a key player in vital elec…
Cantor Fitzgerald initiated coverage of Everus, an electrical and mechanical contracting firm, assigning a Neutral rating and a $97 price target. The firm highlighted Everus's robust revenue growth and expanding backlog, driven by demand in data center construction and infrastructure projects. Despite solid performance, the gross margin remains mod…
Cantor Fitzgerald initiated coverage on Quanta Services, assigning an Overweight rating with a price target suggesting approximately 11% upside. The firm highlights Quanta's position as a pivotal infrastructure player in grid modernization and electrification, underpinned by strong financial performance and a solid project backlog. Complementary up…
Heritage Distilling Holding Company (NASDAQ:IPST) has been given a Buy rating by Roth/MKM, with an $8.20 price target indicating substantial growth potential from its current trading price. The company is positioned as a proxy for blockchain innovation through its connection with Story Protocol, a Layer-1 platform focused on programmable intellectu…
Roth/MKM has initiated coverage on Armanino Foods Of Distinction (OTC:AMNF), assigning a Buy rating and setting a target price of $15.00, indicating a 23% potential upside from the current trading price. The firm emphasizes Armanino's leadership in the basil pesto category within the foodservice market and notes the company’s robust financial stand…
JPMorgan has upgraded Procter & Gamble's stock rating from Neutral to Overweight and increased its price target, citing the company's positive outlook on organic sales growth and margin improvement. Following the company's recent earnings call, management outlined expectations for stronger sales growth in the latter half of the fiscal year, along w…
Jefferies raised its rating on RLI Corp. from Underperform to Hold, citing a notable compression in the company's valuation metrics. Trading near its yearly low with a price-to-book ratio decline, RLI still benefits from stable dividends and a strong financial health profile, though challenges in property insurance rates and limited casualty segmen…
Deutsche Bank has upgraded Applied Materials from Hold to Buy, citing a more favorable outlook for wafer fabrication equipment in 2026 and 2027. The firm also elevated the price target substantially to $390, reflecting confidence in the company’s growth amid semiconductor industry advancements. Other analysts share a positive sentiment, underscorin…
Deutsche Bank has raised its price target for Intel Corporation from $35 to $45 while retaining a Hold rating. This adjustment follows Intel’s solid fourth-quarter 2025 results that outperformed revenue expectations by roughly 3%. However, guidance for the first quarter of 2026 anticipates an 11% sequential revenue decline attributed mainly to inte…
HSBC has significantly raised its price target for Micron Technology's stock to $500 from $350, reinforcing a Buy rating due to soaring DRAM prices and anticipated growth linked to AI-related applications. This revision aligns with the highest analyst outlook currently available for Micron, a leading memory chip maker with a market cap nearing $450…
Citizens has downgraded The Trade Desk's stock rating to Market Perform, reflecting concerns over intensifying competition in the digital advertising sector. The stock has seen a significant decline over the past year, trading at $36.82 after a 69.1% drop. Competition, especially from Amazon with its extensive retail media data, and the advent of g…
Jefferies has downgraded Li Auto from Buy to Hold, slashing its price target to $17.50 from $28.80 due to rising competitive pressures in the family SUV segment and uncertainties surrounding the company's product cycles. Although Li Auto maintains profitability and a robust balance sheet, analysts express concerns about upcoming challenges, includi…
Following Intel's robust fourth-quarter 2025 earnings driven by strong server CPU demand and a growing Data Center and AI segment, KeyBanc has raised its price target for the stock from $60 to $65. The semiconductor giant’s shares, trading near their 52-week high, reflect significant gains over the past year and half-year. However, the company proj…
Morgan Stanley has commenced analysis on Mirion Technologies, assigning an Equalweight rating and a price objective of $29.00. The firm acknowledges Mirion’s solid position in radiation testing equipment across nuclear and medical markets, driven by long-term growth catalysts, while highlighting valuation concerns given current market expectations …
