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.
3,516 total articles
Bank of America Securities raised its price objective on CF Industries Holdings Inc. to $86 from $78 after the fertilizer producer reported fourth-quarter adjusted EBITDA that exceeded expectations. While the firm kept an Underperform rating, it highlighted both the drivers behind the quarter's outperformance and a set of market and project-related…
Truist Securities increased its price target on Tandem Diabetes Care to $27 from $24 while keeping a Hold rating. The upgrade follows a fourth-quarter beat tied to pharmacy channel momentum and stronger U.S. pump shipments. Tandem is pivoting its distribution toward pharmacy channels with a goal of moving 80% of its installed base over the next two…
BWS Financial increased its price target for A10 Networks (ATEN) to $28 from $24 and kept a Buy rating, pointing to the vendor’s role in handling growing AI network traffic. The stock trades near $20.05 while analyst targets sit between $22 and $25. The firm pointed to A10’s revenue-growth outlook through 2028 and its strong margins and recent top-…
A Supreme Court decision that narrows the executive branch’s ability to impose tariffs under the International Emergency Economic Powers Act has led analysts to single out Steve Madden as a likely near-term winner. Needham singled out the footwear company for its significant tariff exposure, domestic revenue mix, and relatively high cost of goods s…
UBS reduced its price objective for Carvana Co. to $485 from $545 but retained a Buy recommendation, pointing to a fourth-quarter 2025 EBITDA shortfall driven by elevated costs. The firm characterizes higher reconditioning expenses as temporary and remains focused on Carvana's path to 3 million units and mid-20% EBITDA CAGR through the decade, even…
UBS increased its 12-month price target for The Cheesecake Factory (CAKE) to $53 from $50 while retaining a Sell recommendation. The move follows fourth-quarter margin gains and encouraging early 2026 trends, even as comparable-restaurant sales lagged. UBS described the company's 2026 revenue and margin guidance as achievable and suggested first-qu…
Benchmark has reduced its 12-month price target on Builders FirstSource Inc. (BLDR) to $138 from $142 while leaving a Buy rating in place. The move follows weaker-than-expected fourth-quarter 2025 results, softer sales driven by affordability issues, subdued consumer confidence and low commodity prices. Severe early-year weather and a muted new-con…
UBS increased its price target on Walmart to $147 from $135 and maintained a Buy rating, pointing to sustained U.S. comparable-sales momentum driven by high-20% ecommerce growth and stronger-than-expected operating execution. Other firms have also raised targets after Walmart reported a solid fourth quarter and showed gains from automation, adverti…
UBS raised its Deere & Co. price target to $775 from $535 and held a Buy rating after the company’s quarterly results exceeded expectations and bookings showed improvement. The firm sees Deere approaching the nadir of its earnings downcycle and anticipates earnings growth beginning in the latter half of 2026, supported by momentum in small agricult…
UBS elevated its 12-month price target for Quanta Services (NYSE: PWR) to $646 from $518 while keeping a Buy rating after the company reported fourth-quarter results that showed stronger-than-expected backlog growth across multiple segments. Several other brokerages also lifted their targets following the quarter, and InvestingPro data indicates th…
Benchmark reduced its 12-month price target for Hillman Solutions Corp. (NASDAQ: HLMN) to $14 from $15 while retaining a Buy rating, following the company's fourth-quarter 2025 results. The adjustment reflects small cuts to revenue and EBITDA expectations and a five-cent downward revision to earnings forecasts for both this year and next. The stock…
Benchmark analyst Matthew Harrigan reaffirmed a Buy rating and a $190 price target on Live Nation Entertainment (LYV) after the company’s latest results and conference call. Management projects double-digit adjusted operating income (AOI) growth in 2026, supported by robust concert bookings and international strength, even as Ticketmaster secondary…
Stifel reduced its price objective for Workiva Inc. to $79 from $98 but kept a Buy rating after the company's fourth-quarter report and fiscal 2026 guidance. Workiva reported robust margin metrics and raised revenue guidance for subscription and support, prompting after-hours gains even as some brokers trimmed targets amid broader tech weakness.
Benchmark has reiterated a Buy rating and a $215.00 price target for Baidu (BIDU) ahead of the company’s fourth-quarter earnings release, viewing management commentary on AI monetization and strategic execution as the primary near-term focus. The target implies roughly 59% upside from the current $135.30 share price, while InvestingPro places a Fai…
Benchmark has reaffirmed a Buy rating and a $50.00 price target on QXO Inc (NASDAQ:QXO) following the company's agreement to acquire Kodiak Building Partners. The price target implies roughly 93% upside from QXO's recent quote of $25.95, a stock that has already doubled in value over the past year. Benchmark expects the Kodiak acquisition to be ear…
Stifel reduced its 12-month price objective for Weave Communications Inc to $9 from $11 while leaving its Buy recommendation intact after the company reported mixed fourth-quarter results and provided an initial outlook for fiscal 2026. Weave's guidance midpoint for adjusted EBITDA beat Wall Street expectations, and analysts foresee the company rea…
Stifel reduced its price target on Western Gas Partners (WES) to $42 from $43 while maintaining a Hold rating after the partnership reported slightly below‑estimate fourth-quarter 2025 results and a 2026 outlook that underwhelmed the market. The company trimmed its 2026 capital spending plan, cited reduced activity from a major operator and produce…
Stifel increased its 12-month price objective for Onto Innovation Inc. (NYSE: ONTO) to $220 from $215 and left its rating at Hold, citing stronger-than-expected momentum in advanced packaging opportunities even as some end-markets show softness. The company reported a fourth quarter slightly below expectations but provided near-term guidance that b…
Stifel increased its 12-month price target for Tandem Diabetes Care to $22 from $20 while retaining a Hold rating, after a quarter that beat expectations on both U.S. and international revenue. The company’s revised go-to-market strategy - including a pay-as-you-go option and greater focus on pharmacy distribution - is expected to pressure 2026 yea…
Stifel increased its price objective for Guardant Health (GH) to $130 from $120 and kept a Buy rating after the company issued 2026 guidance that couples Shield's commercial expansion with efforts to rein in R&D and G&A spending. The research house described the guide as conservative with several potential upside drivers, while other firms includin…
Stifel reduced its price target on Wayfair to $89 from $100 while keeping a Hold rating after the home goods retailer posted fourth-quarter results that topped revenue and EBITDA expectations but showed signs of category deterioration. The company issued guidance in line with Street estimates; management cited a decline in category health and fewer…
Stifel increased its price objective for Targa Resources to $243 from $213 while keeping a Buy rating after the midstream company reported fourth-quarter 2025 results that outperformed Stifel’s forecasts. Shares have advanced sharply over the past six months, and both Stifel and BMO pointed to continued Permian Basin volume growth and Targa’s strat…
Cantor Fitzgerald reiterated an Overweight rating and a $275 per-share price target on Onto Innovation (NYSE: ONTO) after the company reported quarterly results and issued forward guidance. The firm highlighted stronger visibility in Advanced Packaging and Advanced Nodes, a near-doubling backlog and a large volume purchase agreement tied to high-ba…
Cantor Fitzgerald reaffirmed its Overweight rating and $10.00 price target on Materialise NV after the company's fourth-quarter 2025 results. Materialise reported an earnings beat and a record quarter in its Medical segment, but initial 2026 revenue guidance came in slightly below consensus as growth is expected to vary across segments.
Stifel reduced its price target for Etsy Inc. to $55 from $62 while maintaining a Hold rating, following a set of fourth-quarter results the firm described as mixed. The broker highlighted revenue and gross merchandise sales that fell short of expectations, offset by stronger-than-expected EBITDA and active buyer metrics. Stifel and other analysts …
