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.
3,453 total articles
Truist Securities raised its price target on Quanta Services to $643 from $548 and kept a Buy rating after the company reported stronger-than-expected fourth-quarter results and issued fiscal 2026 guidance above consensus. The quarter featured an EPS beat, robust Electric Infrastructure sales and margin performance, and three acquisitions that mate…
DA Davidson trimmed its 12-month price target for DoorDash Inc. to $224 from $260 while retaining a Neutral rating following fourth-quarter results that narrowly topped expectations. The firm pointed to strong execution in the U.S. restaurant marketplace and progress in newer verticals, but said the stock's current valuation limits upside despite r…
TD Cowen raised its 12-month price objective on American Electric Power to $141 from $137 and kept a Buy rating, pointing to a robust pipeline of capital projects across the utility's service territories and steady progress in earned returns on equity. The company reported fourth-quarter operating results that outpaced estimates and reaffirmed its …
BMO Capital trimmed its price target on N‑Able Inc. to $5.50 from $9.50 and kept a Market Perform rating, citing worries about the assumed revenue lift from new products and lower software valuations. The stock is trading near its 52-week low after recent declines. N‑Able reported solid revenue growth for the fourth quarter of fiscal 2025 but misse…
BMO Capital reduced its price target on Sprouts Farmers Market (SFM) to $70 from $90 while maintaining a Market Perform rating. The brokerage points to persistent customer affordability challenges and leaves margin risk on the table even as the company reported slight upside to fourth-quarter comparable sales and earnings. Other analysts have also …
RBC Capital increased its target for Deere & Company shares to $736 from $541 and kept an Outperform rating after the company reported first-quarter results that exceeded consensus. Deere posted EPS of $2.42 and revenue of $9.61 billion, drove a 9% lift in 2026 net income guidance to $4.75 billion at the midpoint, and recorded a 17.5% year-over-yea…
RBC Capital has increased its price target for Wayfair Inc. to $92 from $86 while keeping a Sector Perform rating. The firm raised near-term sales and adjusted EBITDA estimates after the company's robust fourth-quarter results, but concerns about a subdued category outlook and management comments on potential gross margin compression continue to li…
Piper Sandler reduced its price objective on Weave Communications Inc to $8 from $12 while keeping an Overweight rating, reflecting a more cautious view on near-term growth. The company reported back-to-back quarters of 17% year-over-year revenue growth, powered by payments expansion and specialty medical location gains, but guided to slower top-li…
RBC Capital raised its price target for Akamai Technologies to $100 from $90 and kept a Sector Perform rating after the company reported a strong fourth-quarter performance in cloud computing and AI inference services. Shares fell in after-hours trading to $98.31 from a prior close of $109.31, a roughly 10% drop, even as the stock had climbed about…
Piper Sandler increased its price objective on Doximity Inc (DOCS) to $42 from $40 and kept an Overweight rating after attending a demonstration of the company’s AI tool suite led by CEO Jeff Tangney. The stock is trading near 52-week lows, while InvestingPro analysis flags the company as undervalued versus its Fair Value. Competing analyst actions…
Piper Sandler raised its price target on Tandem Diabetes Care to $21 from $14 while retaining a Neutral rating after the company posted fourth-quarter results that topped revenue and earnings expectations. Management highlighted pharmacy contribution and the move to direct international distribution as primary drivers of the quarter's outperformanc…
RBC Capital reduced its price target on Five9 Inc. (FIVN) to $25 from $35 but retained an Outperform rating after the company reported robust fourth-quarter results. Five9 delivered revenue and margin outperformance, reaccelerating subscription growth and showing notable momentum in its Enterprise AI business, even as several other brokerages adjus…
RBC Capital maintained its Outperform rating on Brookdale Senior Living (NYSE: BKD) and held a $17.00 price target, saying it views the recent post-earnings sell-off as an opportunity to buy on weakness. The firm highlighted management commentary on pricing and occupancy and an operational focus that it believes will support mid-teens adjusted EBIT…
RBC Capital has reaffirmed a Sector Perform rating on Boston Beer Company with a $245.00 price target, highlighting a cautious stance despite recent share price gains. The brokerage points to continued weak volume trends as a central concern even as gross margin initiatives and favorable mix from Sun Cruiser support profitability. Management buybac…
Mizuho reduced its price target for Floor & Decor Holdings, Inc. (FND) to $72 from $76 and left its rating at Neutral after the retailer reported fourth-quarter comparable sales that fell short of Street estimates. Earnings matched Mizuho's model due to improved expense control. Management said transactions remain the key variable for fiscal 20…
Mizuho increased its price target on Tandem Diabetes Care to $22 from $21 but retained a Neutral rating after the company reported a revenue beat driven by record global insulin pump shipments. Management set fiscal 2026 guidance showing low-single-digit sales growth and modest EBITDA margin improvement, with notable headwinds tied to a shift of pu…
Mizuho increased its price target on Six Flags Entertainment (FUN) to $25 from $24 and retained an Outperform rating after a quarter that showed stronger-than-expected attendance and higher admission per-capita spending. While revenue grew and deferred revenue trends improved, the company faces persistent operating cost pressures, a substantial deb…
Mizuho increased its 12-month price target on RingCentral to $32 from $27 while retaining a Neutral rating after the company reported fourth-quarter results that matched top-line subscription trends and beat on earnings. Management guided to modest subscription growth and material operating margin expansion for 2026, alongside an enlarged buyback p…
Argus on Thursday upgraded Deckers Outdoor (NYSE:DECK) from Hold to Buy, pointing to a return to consistent sales growth and what it views as an appealing valuation. The company reported healthy brand-level expansion in the third quarter, reinstated its annual guidance while raising fiscal 2026 outlooks for revenue and earnings, and reported a mate…
Piper Sandler issued a preview of fourth-quarter fiscal 2025 results for Steven Madden (SHOO) and Revolve Group (RVLV), forecasting holiday-quarter strength that could lift results above consensus. The firm penciled in modest downside to fiscal 2026 estimates for Steven Madden after industry comments about private label softness. For Revolve, the b…
Mizuho raised its 12-month price objective on A10 Networks (ATEN) to $23 from $22 while holding a Neutral rating. The firm attended the company's investor day, where management outlined an advanced networking and cybersecurity platform and set an ambition for revenue growth exceeding 12% on a compound annual basis from 2027 to 2028. A10 reported 11…
KeyBanc increased its price target on ICU Medical Inc. to $180 from $175 and kept an Overweight rating, pointing to stronger estimates into 2026, modest Q4 upside, and an outlook that calls for mid-single-digit organic growth and higher gross margins. Management updates, including removal of an FDA warning letter, and analyst commentary underpin th…
KeyBanc raised its price target on Akamai Technologies to $120 from $115 and kept an Overweight rating, pointing to the company's elevated capital expenditure guidance for 2026 as evidence of future GPU-driven revenue growth. The firm said most of the extra spending is tied to GPU demand, with some portion due to higher memory costs. Other firms in…
KeyBanc lowered its price target for Invitation Homes (INVH) to $34 from $38 while retaining an Overweight rating, citing the company's weaker performance after its fourth-quarter earnings report and limited short-term catalysts. Shares have lagged residential REIT peers and trade near a 52-week low. The note also adjusted Core FFO forecasts for 20…
Piper Sandler maintained an Overweight rating and an $80.00 price target on Floor & Decor Holdings, Inc. after the retailer reported fourth-quarter results. The firm highlighted an earnings-per-share beat despite a slight comparable-store sales shortfall. Company metrics cited include a P/E of 33.28 and a $7.12 billion market capitalization, and In…
