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.
3,518 total articles
RBC Capital maintained an Outperform rating on nVent Electric (NVT) with a $138 price target, citing strong datacenter demand and product-led momentum. The firm outlined growth assumptions, margin headwinds tied to capacity expansion, and a slate of strategic opportunities to be discussed at the company’s Feb. 24 investor day in New York City. Rece…
Piper Sandler reduced its 12-month price target for Booking Holdings to $5,000 from $5,750 while maintaining a Neutral rating, pointing to potential artificial intelligence disruption as the rationale for dampened long-term growth expectations. The stock trades below its 52-week high and shows continued revenue momentum and stronger-than-expected q…
Benchmark upgraded Cineverse (CNVS) to Buy from Speculative Buy and lifted its price target to $12.00 following a series of acquisitions and strategic product launches. The market reacted positively, sending the stock up sharply and increasing the company's market capitalization. Analysts cite a transition to a recurring revenue model and apply a s…
Piper Sandler raised its price target for eBay to $105 from $98 and kept an Overweight rating after the marketplace posted stronger-than-expected fourth-quarter results, including double-digit U.S. growth and an 8% constant-currency increase in gross merchandise volume. Multiple firms have adjusted their views as eBay expands focus categories and c…
Piper Sandler trimmed its DoorDash Inc. (NASDAQ:DASH) price target to $220 from $230 while retaining a Neutral rating, pointing to heightened competition and execution risk. The adjustment comes after DoorDash reported robust fourth-quarter 2025 results, including strong U.S. restaurant marketplace gross order value and sustained revenue growth; an…
Piper Sandler increased its price target for Analog Devices Inc. (ADI) to $360 from $250 while retaining a Neutral rating, highlighting a robust January 2026 quarter and an above-consensus guide. The firm raised fiscal 2026 and 2027 estimates and pointed to AI and data center demand - notably Automatic Test Equipment and DC Power - as primary growt…
Piper Sandler reduced its price target on Amplitude Inc. to $10 from $12 while retaining an Overweight rating. The target implies roughly 39% upside from the stock's current price of $7.18. The firm highlighted a small fourth-quarter revenue beat, continued acceleration in annual recurring revenue growth, and traction with AI-native customers, whil…
Piper Sandler maintained an Overweight rating and a $35.00 price target on Figma Inc (FIG) after the company reported stronger-than-expected fourth-quarter results and issued fiscal 2026 revenue guidance above consensus. The broker highlighted revenue and operating income beats, an accelerating net revenue retention trend, and a shift to hybrid pri…
Piper Sandler maintained an Overweight rating and a $48 price target on Global-E Online Ltd (GLBE) after the company reported a modest revenue beat for the fourth quarter and issued fiscal 2026 guidance that exceeded consensus. The quarter showed healthy margin expansion and continued gross profit strength, while several other brokerages revised pr…
Piper Sandler reaffirmed an Overweight rating and an $85 price target on LivaNova (LIVN), pointing to upside in fiscal 2026 driven by reimbursement improvements for VNS therapy and momentum in cardiopulmonary sales. The firm expects a fourth-quarter beat, projects mid-single-digit revenue growth ex-FX for FY26 and sees room for multiple expansion i…
KeyBanc trimmed its 12-month price target for Amplitude Inc. (AMPL) to $14 from $16 while keeping an Overweight stance. The firm highlighted a streak of accelerating annual recurring revenue growth but flagged consistently low margins and an expectation that margins will remain subdued for another year. Amplitude reported healthy gross profit margi…
KeyBanc has raised its 12-month price objective on EnPro Industries to $310 from $260 while maintaining an Overweight rating, reflecting confidence in ongoing earnings momentum following the company’s fourth-quarter 2025 results. Data noted in the coverage also suggests the shares may be trading above their Fair Value amid a 31.58% one-year gain.
KeyBanc increased its price target on Analog Devices (ADI) to $430 from $375 and kept an Overweight rating after the company reported better-than-expected first-quarter results and issued second-quarter guidance that outpaced seasonal norms. The upside was led by Communications - notably data center optical - and Consumer end markets, while Industr…
KeyBanc reduced its price target on Global-E Online Ltd to $40 from $45 while retaining an Overweight rating, citing current market conditions even as the company reported strong fourth-quarter performance, 38% year-over-year gross merchandise volume growth and 31.57% revenue growth over the last twelve months to $888.45 million. Other firms adjust…
KeyBanc reaffirmed an Overweight rating on Addus HomeCare (ADUS) with a $150 price target, noting room for upside from the current share price and expecting fourth-quarter results to be broadly in line with forecasts. The firm highlighted the possibility of a sizeable Personal Care acquisition in 2026, while Citizens reiterated a Market Outperform …
KeyBanc increased its DoorDash (DASH) price target to $280 from $275 while maintaining an Overweight rating, pointing to robust underlying Gross Order Volume trends in the fourth-quarter report and early profitability in newer verticals. The firm projects stronger GOV-driven growth through 2027 and set the new target at 25 times its 2027 EV/EBITDA …
KeyBanc increased its target price on Nordson Corp. to $335 from $295 and kept an Overweight rating after the company's fiscal first-quarter 2026 results, pointing to strong momentum in the ATS segment and evidence of order and backlog reinforcement. The firm flagged margin pressure in IPS but described Nordson's guidance as conservative. Other ana…
KeyBanc reduced its 12-month price objective for Snowflake Inc. to $235 from $285 but kept an Overweight rating, pointing to weaker peer multiples in the sector. A customer and partner survey showed improving spend intentions and broader product adoption, and Snowflake disclosed multiple strategic moves including an acquisition, an OpenAI partnersh…
KeyBanc increased its 12-month price target on Element Solutions (ESI) to $36 from $34 while keeping an Overweight rating, pointing to stronger electronics demand driven by adoption of advanced packaging and a widening market that now includes printed circuit boards. The firm noted margin pressure from a temporary spike in metal costs but raised ea…
KeyBanc has reiterated an Overweight rating on Autodesk Inc. (ADSK) and set a $365.00 price target, implying roughly 59% upside from the current share price. The broker's quarter-end checks came in ahead of expectations and align with the company’s positive preannouncement, while company actions including a global restructuring and an early January…
BMO Capital Markets raised its price target on Booking Holdings to $6,200 from $6,000 and kept an Outperform rating after the company reported fourth-quarter 2025 results that beat Street expectations on bookings and adjusted EBITDA. While the top-line outlook for 2026 topped consensus, margins came in below Street expectations as management earmar…
Rosenblatt Securities reiterated a Buy rating and a $50.00 price target on Applied Optoelectronics (AAOI) ahead of the company's fiscal fourth-quarter earnings, forecasting continued revenue momentum driven by growing Amazon business and initial volume 800G transceiver shipments. The firm expects roughly $133 million in Q4 revenue and projects mean…
Guggenheim increased its price target on NewAmsterdam Pharma to $45 from $41 and kept a Buy rating after moving up its estimate for an EU launch of obicetrapib to 2027 from 2029. The firm cited faster regulatory timing and ongoing progress in the PREVAIL outcomes trial, while broader analyst sentiment remains bullish and regulatory milestones for 2…
Bernstein SocGen Group increased its price target on Analog Devices to $375 from $270 while maintaining a Market Perform rating. The firm raised its fiscal 2027 EPS estimate and applied a higher earnings multiple, even as other brokers pushed up targets after strong quarterly results and a dividend increase. Valuation concerns and recent strong sha…
Guggenheim reduced its 12-month price target on DoorDash Inc. to $255 from $275 while keeping a Buy recommendation. The firm pointed to stronger-than-expected marketplace order trends and raised top-line forecasts but trimmed the target to reflect multiple compression across the tech sector. Management reiterated its 2026 margin guidance and outlin…
