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.
3,519 total articles
Oppenheimer reiterated its Perform rating on Tesla (TSLA) while trimming top- and bottom-line forecasts, saying the automaker's pivot toward Physical AI and large-scale supply chain buildout will take several years to fully materialize. The firm expects negative free cash flow in 2026 as Tesla supports factory expansion and may use off-balance-shee…
Evercore ISI increased its price objective on C.H. Robinson Worldwide to $219 from $196 while retaining an Outperform rating. The change follows a fourth-quarter earnings beat driven by North American Surface Transportation productivity and Lean AI gains, even as revenue missed consensus. Other broker updates and elevated valuation multiples highli…
Guggenheim lowered its 12-month price target on DraftKings Inc. (DKNG) to $42 from $45 while keeping a Buy rating. The firm lifted its fourth-quarter 2025 revenue and adjusted EBITDA estimates but reduced its 2026 EBITDA outlook, citing anticipated prediction market investments and higher marketing spending tied to media partnerships. Other analyst…
BTIG maintained a Buy rating and a $200 price target on ServiceNow after year-end results and a 2026 outlook that modestly outperformed consensus. The company posted 20% organic constant currency cRPO growth, delivered subscription revenue guidance above estimates, reported Now Assist ACV ahead of internal targets, and announced an additional $5 bi…
Oppenheimer raised its price target on Dianthus Therapeutics (DNTH) to $125 from $62 and reiterated an Outperform rating, pointing to a series of clinical milestones through 2026. The firm noted that market valuation may not fully reflect the company’s DNTH212 program and the MMN indication, while recent CEO commentary and positive myasthenia gravi…
BMO Capital increased its 12-month price target on Cognizant Technology Solutions to $96 from $84 but kept a Market Perform rating, citing growing optimism in the near-term IT services environment and demand for support in building and managing AI workloads. Cognizant has been active on the strategic front with acquisitions, multi-year partnerships…
H.C. Wainwright downgraded CalciMedica (NASDAQ:CALC) from Buy to Neutral following the company’s decision to discontinue its Phase 2 KOURAGE study after an Independent Data Monitoring Committee flagged a safety signal. The stock has plunged more than three-quarters in the last week, and the company is analyzing unblinded data while discussing poten…
Lucid Capital Markets has opened coverage on Adlai Nortye Ltd. (NASDAQ: ANL) with a Buy rating and an $11 price objective, implying roughly 217% upside from the stock's current $3.47 level. The firm highlights the company's pan-RAS inhibitor, AN9025, as the main potential catalyst and models peak non-risk adjusted revenues of about $3.2 billion for…
Wolfe Research increased its price target on ASML Holding NV to €1,450 from €1,400 while retaining an Outperform rating, citing stronger-than-expected fourth-quarter bookings and improved revenue guidance for calendar year 2026. The research house highlighted that much of the recent bookings are slated for 2027 delivery, prompting a material upward…
Lynx Equity lifted its price target for Sandisk to $750 from $300 three months ago, reflecting a revised valuation based on a 20x multiple of CY27 EPS. The move follows substantial recent share-price appreciation and heightened analyst activity, with market dynamics in the NAND memory sector underpinning bullish expectations.
Wolfe Research maintained a Peerperform rating on Lam Research (NASDAQ: LRCX) after the company reported December-quarter results slightly above expectations and issued guidance that exceeded consensus. Management raised assumptions for wafer fabrication equipment spending in 2026 and signaled ongoing market-share gains, while multiple brokerages i…
Citizens analyst Patrick Walravens reiterated a Market Outperform rating on ServiceNow (NYSE:NOW) with a $260 price target. The firm highlighted guidance that beat consensus on subscription revenue for both the first quarter and fiscal 2026, while the company reported better-than-expected fourth-quarter results. Other broker actions were mixed, wit…
TD Cowen raised its price target on GE Vernova to $780 from $680 while keeping a Buy rating. The firm pointed to robust order momentum, meaningful gas power commitments and margin accretion in the backlog as drivers for the move. The stock climbed on the announcement and other analysts have also increased targets following the company’s strong quar…
UBS increased its price target on Tesla to $352 from $307 but left its rating at Sell, citing a meaningful rise in planned capital expenditures to support artificial intelligence projects. The bank warns the stock is richly valued relative to fundamentals, expects significant cash burn in 2026 tied to expanded capex, and says Tesla's AI ventures ar…
Citizens reaffirmed a Market Outperform rating on Meta Platforms Inc., setting a $900 price objective that implies roughly 35% upside from the prevailing share price. The firm pointed to rising engagement—led by Instagram Reels, Facebook video, and Threads—and the progressive integration of large language models into recommendations as central to r…
Citizens has reaffirmed its Market Outperform rating on LendingClub and maintained a $23.00 price target, citing stable credit metrics, rising originations, product expansion and greater marketplace loan demand. The firm described a recent after-hours pullback as a temporary pricing mismatch and flagged valuation thresholds at which it would increa…
Needham has launched coverage of Amprius Technologies (NYSE: AMPX) with a Buy rating and a $20.00 price target, implying roughly 67% upside from the then-current share price of $11.98. The research note highlights Amprius as a near-pure supplier to the unmanned aerial systems (UAS) sector and spotlights rapid recent revenue growth, a capital-light …
Citizens has reaffirmed a Market Outperform rating and a $65.00 price target on Hinge Health Inc (HNGE), implying roughly 73% upside from the current share price of $37.65. The call follows sector due diligence and comes ahead of Hinge Health’s fourth-quarter 2025 results scheduled for February 10 after markets close. Other research firms have also…
Morgan Stanley raised its price objective on McKesson to $966 from $916 while retaining an Overweight rating, citing updated disclosures for the company’s Oncology and Multispecialty businesses and a robust organic growth profile. Analysts’ targets vary from $760 to $1,000, and the shares are trading well below some valuations used by analysts. The…
Citizens has reaffirmed a Market Outperform rating and a $40.00 price target on Alkami Technology Inc (NASDAQ: ALKT), implying roughly 78% upside from the current share price of $22.41. The firm highlighted Alkami's cloud-native online banking and deposit account opening offerings, recent revenue growth, and the strategic value of the MANTL acquisi…
Citizens raised its one-year price objective on FTAI Aviation (NASDAQ:FTAI) to $325 from $230 and reiterated a Market Outperform rating, citing rapid share-price appreciation, upgraded 2026 forecasts and stronger valuation multiple assumptions. The firm grounded the target on a 25x EV/EBITDA multiple applied to its higher 2026 estimates and describ…
Citizens reiterated its Market Outperform rating and $92.00 price target on Century Communities (CCS) even after the builder posted lower-than-anticipated GAAP margins in Q4 2025. The quarter showed stronger-than-expected revenue and closings but an EPS shortfall under one reported set of figures; separately reported data in the period also show hi…
Morgan Stanley raised its price target on Cardinal Health to $245 from $224 and kept an Overweight rating after the company increased its fiscal 2026 EPS guidance. The bank pointed to a robust specialty revenue outlook and raised its segment operating income growth forecasts, while other analysts also nudged up targets and the company completed a s…
Morgan Stanley has upgraded Cencora Inc (NYSE: COR) from Equalweight to Overweight and increased its price target to $400 from $361. The firm cites Cencora's leadership in specialty pharmaceuticals and the expedited purchase of a majority stake in OneOncology, expected to close by March 31, 2026. Morgan Stanley also raised key 2026 growth assumptio…
William Blair has reiterated an Outperform rating on Meta Platforms Inc., pointing to strengthening engagement metrics across its Family of Apps and the company’s advancing AI roadmap. Meta reported robust user figures and advertising trends in Q4 2025 while signaling a substantial step-up in capital and operating expenditures to support Superintel…
