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
Goldman Sachs trimmed its price target on The Blackstone Group to $158 from $166 and maintained a Neutral rating. The bank projects double-digit growth in base management fees and fee-related earnings (FRE) through 2028, anticipates FRE margins rising above 60% by 2028 despite elevated near-term operating expenses, and adjusted distributable EPS fo…
TD Cowen raised its price target on Southwest Airlines to $50 from $42 while maintaining a Hold rating. The revision follows management's positive guidance for fiscal 2026 and sits near the airline's current market price. Market reactions, recent earnings beats on EPS but a revenue shortfall, and a separate analyst upgrade have all contributed to i…
Wolfe Research trimmed its 12-month price target for Tractor Supply Company (TSCO) to $57 from $60 while keeping an Outperform rating, citing quarter-to-date trends that have improved relative to earlier management expectations but persistent investor caution about 2026 guidance. The stock is trading below the analyst consensus and recent earnings …
William Blair has reaffirmed an Outperform rating on AppFolio Inc. (APPF) even as the shares slid roughly 11% in after-hours trading. The firm pointed to accelerating customer unit additions, strong revenue growth and exceptional free cash flow in the companys latest quarter. Market-level metrics show a consensus Buy stance, analyst targets between…
TD Cowen reduced its price objective on American Airlines (NASDAQ:AAL) to $17.00 from $19.00 while keeping a Buy rating, citing expected first-quarter EPS near the low end of guidance after disruptions from Winter Storm Fern. The firm adjusted fiscal 2026 estimates based on management comments, noted robust forward bookings, and highlighted competi…
TD Cowen has reaffirmed a Hold rating and a $5.00 price target on JetBlue Airways, leaving the stock near that valuation as the carrier contends with heavy cash outflows and elevated leverage. The firm modestly lowered fiscal 2026 estimates over worries about jet fuel pricing in the New York Harbor market, even as it points to several revenue drive…
TD Cowen lowered its price objective for Alaska Air to $63 from $64 but left its Buy recommendation intact. The revision incorporates Alaska Air’s guidance for Q1 and fiscal 2026, and the firm points to encouraging demand trends and non-fuel cost control even as elevated West Coast jet fuel prices have been volatile. Earnings beats and revenue grow…
BTIG kept its Neutral rating on Deckers Outdoor (DECK) after the company reported fiscal third-quarter results that included earnings-per-share upside. The firm highlighted a re-inflection in direct-to-consumer performance for both UGG and HOKA, a more balanced channel growth profile, and some promotional-driven sales that point to price sensitivit…
Wolfe Research upgraded Broadcom from Peerperform to Outperform and set a $400 price target, attributing the move to expected gains from Google’s Tensor Processing Units (TPU) adoption. Wolfe projects large increases in AI ASIC and networking revenue through 2027 and sees Broadcom as the "main beneficiary" of TPU availability to third parties. Othe…
Evercore ISI has placed O'Reilly Automotive on its Tactical Underperform List while leaving its Outperform rating and $110 price target intact. The firm expects modest downside after the company's next earnings release, citing stretched technicals and a premium valuation, but continues to view O'Reilly favorably over the next 12-18 months.
William Blair resumed coverage of Sight Sciences Inc. (SGHT) with an Outperform rating, pointing to 2025 initiatives — including a dry eye reimbursement win and a surgical glaucoma pilot — as drivers for revenue growth and improved operating leverage. The stock trades near $6.15 after a 107% gain over the past year. Analysts note a solid cash posit…
William Blair has resumed coverage of Cooper Companies (COO) with an Outperform rating, pointing to expected net income growth, recent operational moves to improve earnings and cash flow, and a valuation discount versus peers. The firm highlighted a strategic review that could separate CooperVision and CooperSurgical, while other analysts have rais…
Citizens has reaffirmed a Market Outperform rating and a $165.00 price objective for M/I Homes (MHO), while the builder reported mixed fourth-quarter 2025 results and said demand trends improved across several markets in Q1 2026. Management continues to favor mortgage rate buydowns as an incentive, maintains a spec-home strategy, and has been repur…
Mizuho increased its 12-month price objective on SanDisk (SNDK) to $710 from $600 while keeping an Outperform rating. The move follows SanDisk's latest quarterly results and ambitious first-quarter revenue guidance, with analysts and market data pointing to substantial margin improvement and elevated NAND pricing that have driven sharp recent gains…
Summit Therapeutics plc (NASDAQ: SMMT) announced that the U.S. Food and Drug Administration has accepted its first Biologics License Application for ivonescimab, targeting second-line or later EGFR-mutated non-small cell lung cancer. The filing, supported by data from the Phase 3 HARMONi trial, carries a PDUFA date of November 14, 2026. Multiple an…
Citizens lowered its price objective for CRISPR Therapeutics (NASDAQ:CRSP) to $80.00 from $86.00 while maintaining a Market Outperform rating. The revised target implies roughly 50% upside from the stock's current quote of $53.35. The firm shifted valuation weight toward the company's in-vivo assets and reduced the role of CAR-T opportunities in it…
BofA Securities increased its price target for Caterpillar to $735 from $708 and kept a Buy rating, saying current top-line guidance appears conservative and pointing to a record backlog and low inventories as upside catalysts. The move follows a strong quarterly report that prompted other firms to increase targets as well.
Morgan Stanley boosted its price target for Western Digital to $306 from $260 and kept an Overweight rating, saying sustainable pricing tailwinds should drive better margins and earnings. The firm raised its fiscal 2027 EPS estimate by 20% to $17 and set a bull case of $437. Those moves follow Western Digital's better-than-expected Q2 FY2026 result…
Leerink Partners lowered its price target for Moderna to $17 from $18 and retained an Underperform rating after the company disclosed a commercialization collaboration with Italian drugmaker Recordati for mRNA-3927, an investigational therapy for propionic acidemia. The new target sits well below Moderna's prevailing market price and reflects Leeri…
Citizens reiterated its Market Outperform rating on Lazard with a $65.00 price target, implying roughly 21% upside from the stock's $53.79 price. The research note noted ongoing execution risks, the need for market share gains in Advisory and stabilization of Asset Management, and praised management's transparency around 2030 targets. Lazard's rece…
BofA Securities lowered its price target on C3.ai to $10 from $14 while retaining an Underperform rating, citing escalating competitive threats and a weak financial profile. The firm pointed to continued negative free cash flow prospects and uncertainty over the company’s ability to capture meaningful AI market share, a view supported by InvestingP…
BofA Securities raised its price target on MongoDB to $500 from $480 while retaining a Buy rating, citing accelerating Atlas revenue growth and an expanding AI and modernization product set. The new target implies roughly 34% upside from MongoDB's current share price of $374.02, well above the consensus upside of 11%. Analysts and peers have reacte…
BofA Securities reduced its price target for Doximity Inc. to $70 from $82 while retaining a Buy rating, citing softer pharmaceutical advertising trends and peer multiple compression. The firm still forecasts mid-teens revenue growth in fiscal 2027 supported by new product module adoption and shifts in ad allocation, and other major brokers continu…
Jefferies has reaffirmed a Hold rating and an $80.00 price target on Fortinet, maintaining a cautious stance ahead of the company’s fourth-quarter earnings report scheduled for February 5. The firm notes that Fortinet may modestly outpace current consensus billings growth, yet broader market sentiment and high calendar year 2026 expectations warran…
Telsey Advisory Group reduced its price objective for Tractor Supply Company to $63 from $70 while retaining an Outperform rating. The adjustment follows disappointing fourth-quarter 2025 sales and an updated 2026 earnings estimate. Management reaffirmed 2026 guidance and longer-term targets even as recent quarterly results missed Wall Street expec…
