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.
1,374 total articles
UBS has maintained its Buy rating for Home Depot, setting a $430 price target, driven by optimism that the company is well-positioned to benefit from a future market recovery in home improvement. Despite uncertainties surrounding the timing of demand rebound, Home Depot's focus on controllable factors underpins its cautious but confident outlook. C…
Truist Securities has raised its price target for TE Connectivity to $244 from $240, maintaining a Hold rating. While TE Connectivity's latest quarterly results were solid, a slowdown in the Chinese electric vehicle market has impacted guidance for early 2026. Gains in industrial sectors, including data center AI and energy, have helped mitigate co…
UBS reaffirmed its Neutral rating and $92 price target for Church & Dwight as the company prepares to release its fourth-quarter 2025 earnings. Anticipated earnings per share slightly exceed consensus and guidance, but industry headwinds and product divestitures are expected to temper upside potential. Other firms have issued mixed upgrades, reflec…
DA Davidson has reduced its price target for CommVault Systems to $185 from $220, reflecting a broad software industry selloff and compressed peer valuation multiples. Despite this revision, the firm upholds a Buy rating and anticipates strong fiscal third-quarter 2026 results, highlighting the company's solid revenue growth and gross margins. Peer…
Truist Securities has raised its price target for Charles Schwab Corp. to $122 from $120, maintaining a Buy rating. The adjustment reflects stronger net interest income projections and revenue growth anticipated beyond company guidance. Other firms have also lifted targets following solid fourth-quarter results and optimistic future projections.
Halliburton's latest quarterly earnings surpassed analysts' estimates, leading UBS to maintain a Neutral rating with a $32 price target. The oilfield services company exhibited robust revenue and earnings growth, yet modest profit margins and sector-specific headwinds temper the outlook. Analysts highlight a potential upturn in U.S. fracking activi…
DA Davidson has revised upward its price target for SS&C Technologies Holdings, Inc. to $106 from $102, maintaining a Buy rating as the company prepares to release its fourth-quarter 2025 earnings. The financial technology firm is expected to report steady revenue growth supported by recent acquisitions and organic expansion, with initial 2026 guid…
UBS has reaffirmed its Buy rating and $28.50 price target on Smithfield Foods after the company announced an all-cash deal to acquire Nathan’s Famous for around $450 million. The transaction aligns with Smithfield's targeted expansion in the Packaged Meats sector, supported by a stable financial framework and expected cost synergies. The acquisitio…
UBS continues to recommend purchasing shares of Linde, setting a price target that implies a 13% upside. The firm highlights the burgeoning space travel fuel sector as a significant growth driver, potentially boosting the industrial gas company’s sales considerably over the next five years. While currently a small portion of Linde’s revenue, the sp…
TD Cowen has reaffirmed its Buy recommendation for Uber Inc. with a price target of $114, highlighting expected strong Q4 results and guidance. The firm projects significant growth in gross bookings and EBITDA driven by momentum in Mobility and Delivery services. Other analysts echo confidence in Uber’s fundamentals despite challenges in autonomous…
DA Davidson has increased its price target for Citizens Financial Group to $73 from $65, maintaining a Buy rating following the bank’s robust fourth-quarter results and a favorable outlook toward 2026. The firm points to solid earnings forecasts, strategic growth in key business segments, and upcoming efficiency measures as underpinning factors jus…
Stephens increased the price target for Old National Bancorp shares to $28.00 from $27.00, while retaining an Overweight rating after the bank delivered strong fourth-quarter earnings. The results were driven by a solid deposit base, regional market strength, and synergy from the Bremer acquisition. Despite a revenue miss, earnings per share surpas…
Ally Financial's shares held steady around $42 after Truist Securities reaffirmed a Buy rating with a $51 price target. The company outlined outlooks for net interest margin and retail auto net charge-offs that slightly missed analyst expectations, provoking mixed views on the conservative tone of guidance. Despite this, the company maintains a sol…
Stephens has updated its outlook for Wintrust Financial by raising the price target from $158 to $162, reflecting confidence in the bank's continued growth driven by a differentiated business model and strong fourth-quarter and full-year 2025 performance. The firm maintains an Overweight rating, underpinned by rising loans and deposits, solid reven…
Stephens has adjusted its price target for EQT Corp. from $69.00 down to $68.00 while maintaining an Overweight rating on the natural gas company. Despite the slight decrease in price target, EQT's shares still present a significant upside relative to current trading levels. The revision incorporates modest downward revisions in production and cash…
DA Davidson has elevated its price target for Dime Community Bancshares, signaling confidence in the bank’s ongoing growth and profitability. The firm maintains a Buy rating following the bank's impressive fourth-quarter earnings and strategic financial improvements, including revenue growth and net interest margin expansion. The bank’s focus on hi…
Stephens has revised down its price target for Calavo Growers to $27.00 from $28.00, maintaining an Equal Weight rating. This adjustment follows Calavo's fourth-quarter performance, where underperformance in its Fresh business weighed on results despite strength in Prepared foods. Meanwhile, the planned acquisition by Mission Produce is seen as a s…
TD Cowen has maintained its bullish stance on Alphabet, upholding a Buy rating and a $355 price target fueled by optimistic projections for Waymo's autonomous vehicle service expansion. The firm anticipates that by 2026, Waymo will operate thousands of vehicles delivering millions of paid rides across multiple urban centers, reflecting a strategic …
TD Cowen reaffirms its positive stance on Lyft, maintaining a Buy rating with a $32 price target driven by expectations for robust revenue growth and expanded gross bookings. Anticipated drivers include contributions from recent acquisitions, partnerships, and regional market expansion. Investor focus is anticipated on rideshare trends and margin i…
DA Davidson analysts have increased their price forecast for Simmons First National to $23 from $21, driven by the bank's impressive fourth-quarter results which featured higher than expected net interest margin expansion. While this suggests a stronger financial footing heading into 2026, the firm holds a Neutral rating, reflecting balanced consid…
TD Cowen has increased its price target for Charles Schwab Corporation from $135 to $138, reflecting confidence in the firm's strong fourth-quarter results and optimistic earnings projections for 2026 and 2027. Schwab's stock currently trades near its annual high, supported by favorable earnings estimates and solid client cash dynamics. Other major…
TD Cowen has reaffirmed its Buy rating on Ally Financial, setting a price target of $55, which implies notable potential gains from current trading levels. The firm’s optimism follows a quarterly earnings report that surpassed estimates, driven by increased other revenue, despite some downward adjustments in future earnings projections. The outlook…
DA Davidson has upheld its Neutral rating and $110 price objective for Pinnacle Financial Partners following strong quarterly performance and the completion of its merger with Synovus Financial. Key metrics such as double-digit loan and deposit growth, consistent net interest margins, and improved credit quality underpin the current valuation persp…
TD Cowen has increased its price target for Johnson & Johnson to $250, citing impressive fourth-quarter revenue and promising guidance for 2026. Other financial institutions also upgraded their outlooks based on the company's solid sales and earnings results, reflecting positive sentiment toward the healthcare company's sustained growth.
