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.
1,336 total articles
JPMorgan has downgraded Southern Copper's stock from Neutral to Underweight, citing high valuation levels following a recent rally and expectations of falling copper prices. The bank trimmed its price target to $117.50, reflecting a potential 33% downside. Recent financial results show strong quarterly earnings, although UBS also lowered its rating…
JPMorgan has adjusted its outlook on Korea Electric Power Corporation (KEPCO) from Overweight to Neutral, reflecting concerns over the unfavorable macroeconomic environment and company-specific challenges. While KEPCO's shares have surged significantly over the past year, questions remain regarding valuation, short-term liquidity, and the viability…
UBS has upgraded Companhia de Saneamento Basico do Estado de Sao Paulo's (Sabesp) stock rating from Neutral to Buy, increasing its price target due to strong operational resilience despite investor worries about water scarcity. The company reported significant earnings per share growth, although revenues missed expectations. UBS sees current valuat…
UBS has revised its rating on Two Harbors Investment from Buy to Neutral, accompanied by an increase in the price target from $11.00 to $14.00. This revision follows the announcement of an all-stock acquisition by United Wholesale Mortgage Holdings valued at $1.3 billion. Despite a recent quarterly loss reported by Two Harbors, its shares have expe…
B.Riley has initiated coverage of eGain Corporation, a cloud-based customer engagement solutions provider, assigning a Neutral rating and setting a price target of $10.50. The target closely matches eGain’s present market price but remains well below the analyst’s peak estimate of $20. The firm acknowledges eGain's promising position in AI-fueled c…
Investment firm Piper Sandler has revised its outlook on FB Financial (NYSE: FBK) from Overweight to Neutral, citing valuation concerns despite the bank's robust recent performance. The price target was increased modestly to $65 from $63 as the stock nears its 52-week high. FB Financial has demonstrated strong earnings growth and consistent dividen…
B.Riley has initiated coverage on eGain Corporation with a Neutral rating and set a price target of $10.50, slightly lower than the current trading price. The firm highlights eGain’s strengths in AI-driven customer engagement and robust financials but notes challenges in brand visibility and market competition. Despite strong recent earnings and AR…
B.Riley has launched coverage on N-able Inc (NYSE:NABL) with a Buy rating and a price target of $10, indicating significant upside from current price levels. The company’s SaaS platform tailored for managed service providers (MSPs) servicing small and medium-sized enterprises (SMEs) combines remote monitoring, security, and data protection, underpi…
UBS upgraded its price target for Ashmore Group to GBP2.20 from GBP1.80 following impressive second quarter inflows and assets under management that exceeded expectations. The emerging markets asset manager reported its first positive quarterly capital inflows in over four years, resulting in raised earnings forecasts. Despite these optimistic figu…
B.Riley has initiated coverage of Bandwidth Inc. (NASDAQ:BAND) with a Buy rating and a target price set at $20.00, indicating a potential 45% increase from the current trading price. The firm emphasizes Bandwidth’s unique ownership of its network infrastructure and its cloud-based communications platform, positioning it well to capitalize on growin…
Bernstein has revised its rating on Confluent Inc to Market Perform from Outperform subsequent to IBM's all-cash acquisition proposal valued at approximately $11 billion. The decision follows a period of observation for competing bids, with the final acquisition price closely matching Bernstein's prior target. Additional market developments include…
William Blair has elevated Starbucks' stock rating from Market Perform to Outperform, driven by expectations of the company's first domestic comparable sales increase in two years during the recent quarter. The research firm projects full-year comparable sales growth in fiscal 2026 and anticipates a gradual margin recovery alongside operational imp…
Morgan Stanley lowered its rating on Safehold shares to Underweight and trimmed the price target to $14.00, citing a significant drop in the company’s ground lease origination activity and elevated dividend payout ratios. Despite recent profitability, the ground lease REIT’s future investment plans appear limited, accompanied by heightened dividend…
Goldman Sachs anticipates that the capacity of datacenters in Europe will expand more than twofold, reaching 40 gigawatts by 2031 from the current level of 15 gigawatts. This growth, based on discussions with the European Datacenter Association, is expected to elevate power consumption rates and drive significant developments in the utilities and e…
Texas Capital Securities began its analytical coverage of Melco Resorts & Entertainment Limited, assigning a Buy rating and setting a price target at $11.50. The firm emphasizes Melco's strategic non-gaming segments and premium mass-market focus as advantageous in a recovering Macau gaming economy, anticipating sustained gross gaming revenue growth…
Goldman Sachs has revised its rating on Spotify from Neutral to Buy, with a new price target of $700 reflecting nearly 39% upside from current prices. The upgrade is based on Spotify's potential for steady margin improvements, strategic subscription pricing increases, and advantages in generative AI adoption, positioning the company well for sustai…
Oppenheimer has commenced coverage of Coherus Biosciences with an Outperform rating, forecasting a substantial price increase driven by encouraging clinical developments in oncology treatments. The $10 price target notably exceeds the stock's current valuation, reflecting confidence in the company's drug pipeline, particularly its anti-CCR8 and ant…
Freedom Capital Markets has launched coverage of Hinge Health Inc with a Buy rating and a $59 price forecast, anticipating substantial upside from the current valuation. The firm underscores the company's leading position in the digital musculoskeletal therapy market, robust profit margins, and strong growth outlook. Industry analysts are increasin…
Truist Securities has downgraded Inspire Medical Systems stock from Buy to Hold and trimmed the price target from $120 to $96 following the company's loss of official usage rights for a key Medicare code. Despite these challenges, Inspire's financial health remains strong, supported by profitability and solid cash reserves. Further impacts stem fro…
Mizuho has adjusted its price target for Mobileye to $11 from $12, maintaining a Neutral stance. The company reported quarterly revenues in line with estimates but raised concerns over modest fiscal 2026 growth expectations and a cautious view on the Chinese market. Despite these challenges, Mobileye shows strong financial metrics and progress in i…
BTIG has increased its price target for ImmunityBio Inc (NASDAQ: IBRX) to $9 from $6, maintaining a Buy rating based on the company's expanding commercial immunotherapy portfolio and recent regulatory developments. ImmunityBio’s shares have soared over 200% in the past month, underpinned by multiple positive clinical and market events. Despite subs…
Raymond James has sustained its Strong Buy rating on Pinnacle Financial Partners, setting a price target implying a 14% upside. The decision follows Pinnacle's Q4 2025 results that, although showing a significant earnings per share shortfall, demonstrated robust revenue growth and strong pre-provision net revenue. Analyst optimism is reflected in r…
Oppenheimer has adjusted its price target on Mobileye N.V. to $27 from $28, citing modest unit growth and flat pricing expectations for 2026. Despite this revision, the firm retains an Outperform rating, emphasizing the company's advancements in autonomous vehicle readiness and robust industry conditions.
The Centers for Medicare & Medicaid Services (CMS) has eliminated obstructive sleep apnea (OSA) as a covered diagnosis for CPT code 64568, impacting Inspire Medical Systems' reimbursement framework. The ICD-10 code for OSA was removed due to an initial error, transferring coverage decisions to local Medicare Administrative Contractors (MACs). Despi…
Oppenheimer has adjusted its rating on Inspire Medical Systems from Outperform to Perform following a reversal by the Centers for Medicare & Medicaid Services (CMS) regarding reimbursement coverage for Obstructive Sleep Apnea. The change tempers expectations for revenue boosts linked to facility fees and average selling price adjustments, despite t…
