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
Bernstein SocGen has reaffirmed an Outperform rating and a $405.00 price target on UnitedHealth Group (UNH) after the shares plunged about 20% in the wake of Medicare Advantage advance rate announcements and the company’s fourth-quarter results. Analyst Lance Wilkes outlined five principal investor concerns, and Bernstein adjusted its model to acco…
Bernstein raised its 12-month price target on RTX Corp. to $204 from $189 while retaining a Market Perform designation, pointing to stronger-than-expected results in the Raytheon segment. RTX recently posted quarterly and full-year beats, a rising backlog at Raytheon and several sizable contract awards, but the firm signaled ongoing concerns around…
Bernstein increased its price target for Deckers Outdoor to $90 from $85 while retaining an Underperform rating following a third quarter that beat sales and margin expectations. Deckers reported EPS of $3.33 and revenue of $1.96 billion for fiscal Q3 2026, prompting other firms to raise targets even as Bernstein cautions on soft Q4 guidance for Ug…
Bernstein SocGen Group increased its price target on Caterpillar to $678 from $630 while retaining a Market Perform rating. The move follows a robust fourth-quarter showing and indicators of strengthening demand, but the firm warns the stock trades at a valuation well above typical peaks, leaving upside tied to execution on pricing and tariff relie…
Bernstein SocGen has maintained an Outperform rating on Netflix with a $115 price target, implying roughly 38% upside from the stock's current level. The firm highlights attractive entry levels after the company’s fourth-quarter results, while flagging three unresolved overhangs that will affect returns. The proposed $83 billion bid for Warner Bros…
Lucid Capital Markets downgraded Quince Therapeutics Inc. (QNCX) from Buy to Sell and removed its price target after the company announced that its pivotal Phase 3 NEAT trial failed to meet both primary and key secondary endpoints. The trial miss, the decision to discontinue the program that represented Quince’s sole development asset, and the comp…
Rosenblatt lowered its price target for Dynatrace Inc. (DT) to $60 from $67 while keeping a Buy rating ahead of the company’s Q3/FY26 earnings release. The stock trades near its 52-week low, and the analyst cited comparable multiple compression and enterprise spending pressure as the primary reasons for the reduction. Rosenblatt anticipates essenti…
Needham raised its price target on Deckers Outdoor to $138 from $115 and kept a Buy rating after the footwear maker reported fiscal third-quarter 2026 results that beat expectations. Deckers recorded 7% revenue growth and $3.33 in EPS for the quarter, lifted its full-year sales and EPS guidance, and drew upgraded forecasts and target changes from o…
Needham raised its price target for Stryker (NYSE: SYK) to $454 from $448 and kept a Buy rating after the company posted fourth-quarter results that beat consensus. The quarter showed improving organic sales growth and margin expansion at the operating level, while management provided 2026 guidance that aligns with street expectations but flags a $…
Rosenblatt lowered its price objective on Calix to $70 from $85 while keeping a Buy rating following the company’s fourth-quarter 2025 results and mixed first-quarter guidance. Calix reported record quarterly and annual revenue, but management warned of rising memory costs that are expected to affect shipments after the first quarter and will likel…
Wedbush reaffirmed an Outperform rating and a $350 price target for Apple following the company’s fiscal first-quarter 2026 results. The quarter featured notable iPhone strength, particularly in China, and guidance that outpaces Street expectations, while analysts highlight an uncounted AI premium and elevated valuation multiples.
UBS maintained a Neutral rating and a $19.00 price target on Energizer Holdings Inc. (ENR) ahead of the company's fiscal first-quarter results on February 5. The firm projects Q1 EPS of $0.25, noting pressures from difficult year-ago comparisons tied to storm-driven demand and early display shipment headwinds. Despite a low P/E and a sizable divide…
Rosenblatt Securities raised its 12-month price target for Apple to $267 from $250 while maintaining a Neutral rating. The adjustment follows a fiscal first-quarter 2026 beat driven by stronger-than-expected iPhone demand and improved gross margins, even as Rosenblatt and other firms weigh valuation and potential margin pressures.
Mizuho increased its 12-month price target for Eastman Chemical (EMN) from $68.00 to $75.00 while retaining an Outperform rating. The lift in the target reflects higher market and peer valuation multiples even as the company reported softer fourth-quarter 2025 operating results and issued conservative near-term EPS guidance amid macro uncertainty.
D. Boral Capital lowered its rating on Quince Therapeutics Inc. (QNCX) from Buy to Hold after the company reported negative Phase 3 results for its eDSP program in Ataxia-Telangiectasia. The stock plunged sharply, management has stopped clinical development of eDSP, and the company is pivoting toward conserving cash and evaluating strategic options…
Bernstein SocGen Group raised its price objective for SanDisk to $1,000 from $580 and kept an Outperform rating after the company reported second-quarter revenue and non-GAAP EPS that beat consensus. Management's third-quarter revenue and margin guidance drove the analyst's sharper outlook and prompted similar target increases from several peers, w…
Wedbush has reaffirmed an Outperform rating and a $340.00 price target for Amazon.com (AMZN) ahead of the company’s fourth-quarter earnings report scheduled for February 5. The firm raised its operating income estimates, highlighted accelerating demand and capacity additions at Amazon Web Services (AWS), and said continued strong AWS performance co…
Rosenblatt Securities reduced its price target for Elastic N.V. (ESTC) to $110 from $130 but retained a Buy rating, pointing to recent comparable multiple compression and macroeconomic concerns affecting enterprise software. The stock trades near its 52-week low, while the company has announced product advances including Agent Builder and AWS-focus…
H.C. Wainwright raised its price target on Protagonist Therapeutics to $117.00 from $80.00 and retained a Buy rating, citing the commercial and financial implications of a rusfertide New Drug Application submitted by Takeda and Protagonist. The firm expects the company will likely opt out of a profit-sharing arrangement, unlocking substantial upfro…
H.C. Wainwright increased its price target for Praxis Precision Medicines Inc. (PRAX) to $1,245 from $340 while keeping a Buy rating, citing higher peak sales expectations for ulixacaltamide and relutrigine. The firm highlights relutrigine as a potential broad-use therapy with projected peak sales of $6.8 billion and points to forthcoming clinical …
Mizuho lowered its price target on Royal Caribbean Cruises (RCL) to $379 from $381 but maintained an Outperform rating after the company reported a weak first-quarter performance in the Caribbean that appears contained. The firm noted several constructive signals, including better-than-expected full-year cost and yield guidance, higher EPS guidance…
H.C. Wainwright increased its price target on Perspective Therapeutics Inc (NYSE: CATX) to $12.00 from $10.00 and kept a Buy rating, citing clinical data and a reduced competitive field following Sanofi's deprioritization of its SSTR2-targeted radioimmunotherapy. Perspective's shares traded at $4.26 after a one-week gain of 57.2%, and analyst targe…
H.C. Wainwright reduced its fair-value target for Inuvo Inc. (INUV) to $6.00 from $10.00 while keeping a Buy rating after the company reported preliminary fourth-quarter 2025 revenue that materially missed consensus. Management has signaled a strategic shift toward a technology-focused, higher-margin platform and installed Rob Buchner as Chairman a…
H.C. Wainwright raised its price objective on Alnylam Pharmaceuticals to $510 from $470 and kept a Buy rating, pointing to the scaling of the company’s TTR franchise and its multi-year strategic roadmap as drivers. The firm adjusted forward estimates to reflect post-launch normalization, higher sustained R&D spending and conservative margin assumpt…
H.C. Wainwright lowered its price objective on Nouveau Monde Graphite Inc. (NMG) to $5.50 from $7.50 while retaining a Buy rating. The firm attributed the reduction primarily to dilution from a recent equity raise and to a revised first-production estimate now expected in the first half of 2028. The revised discounted cash flow analysis produces a …
