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
The U.S. Food and Drug Administration has placed clinical holds on Regenxbio's investigational gene therapies RGX-111 and RGX-121, citing a neoplasm found in a pediatric patient treated with RGX-111 four years earlier. The announcement prompted a steep drop in the company's stock, raised questions around the timing of a priority review voucher and …
Evercore ISI raised its price target on Lam Research to $275 from $241 while retaining an Outperform rating, citing a stronger-than-expected outlook for wafer fabrication equipment (WFE) spending. Lam Research reported an earnings beat and raised guidance, and multiple other firms have increased their price targets following the results and guidanc…
Goldman Sachs has affirmed a Buy rating on Progressive Corporation with a $230 price target, reflecting about a 14% potential total return. The firm left its EPS projections for 2026-2028 mostly intact, but raised its 2026 Personal Auto policies-in-force growth forecast to 8.1% after strong quarterly growth. Goldman also made modest adjustments to …
Goldman Sachs has maintained a Sell rating on Halozyme Therapeutics with a $58 price target, a mark well below the current share price. The firm’s view reflects concerns about royalty revenue durability beyond 2029, even as Halozyme reported robust near-term growth, raised multi-year revenue guidance and disclosed strategic acquisitions and partner…
Evercore ISI raised its price objective on IBM to $345 from $330 and reaffirmed an Outperform rating after the company's December quarter report. IBM topped revenue and EPS estimates, showed broad-based segment growth, and provided 2026 guidance that Evercore called "fairly conservative." The firm highlighted multiple catalysts that could push resu…
Jefferies has maintained a Buy rating on ServiceNow (NOW) with a $175 price target, pointing to robust subscription revenue and high gross margins. The stock, trading near its 52-week low, reported Q4 2025 results that beat consensus on both revenue and EPS. RBC Capital trimmed its price target but kept an Outperform rating amid mixed investor sent…
Goldman Sachs reduced its 12-month price target for Las Vegas Sands to $73 from $80 while retaining a Buy rating, citing divergent performance across the operator's regional businesses. Singapore outperformed expectations, but Macau fell short of estimates and saw margin pressure. The company also reported a quarterly earnings and revenue beat for …
Microsoft reported quarterly results that topped estimates for revenue, non-GAAP earnings per share, and operating margins, and logged strong year-over-year revenue growth on a trailing 12-month basis. Despite these outcomes and signals of improving margin discipline amid elevated AI infrastructure costs, the stock fell about 6% in after-hours trad…
RBC Capital has increased its price objective on Lam Research to $290 from $260 and reaffirmed an Outperform rating after the company reported a strong December 2025 quarter. The firm raised earnings estimates, citing healthy wafer fabrication equipment demand, market-share gains and management guidance calling for roughly 23% WFE growth in 2026. M…
RBC Capital increased its price target for Nurix Therapeutics to $30 from $28 and retained an Outperform rating, pointing to chronic lymphocytic leukemia (CLL) as a key opportunity for the company's bexicalmab-degrader. The firm described recent company updates as largely unsurprising, highlighted broader potential in immunology and partnered progr…
RBC Capital reiterated an Outperform rating on Fair Isaac (FICO) with a $2,400 price target, implying roughly 57% upside from the current share price of $1,525.67. The firm pointed to a beat in Scores, high gross margins, accelerating Platform ARR and robust ACV growth, while describing VantageScore competition as manageable and flagging the direct…
RBC Capital reiterated an Outperform rating on Meta Platforms with a $810 price target following the company’s fourth-quarter results and an above-consensus first-quarter outlook. The firm cites revenue strength and AI-driven product initiatives as supports for the investment plan, while noting potential headwinds including likely post-Q1 revenue s…
RBC Capital raised its price target on Brookdale Senior Living (NYSE: BKD) to $17.00 from $13.00 while keeping an Outperform rating, citing an encouraging initial RevPAR outlook and early evidence that management's pricing strategy is gaining traction. The move precedes the company’s Investor Day and follows better-than-expected 2026 guidance. Rece…
RBC Capital lowered its price target on ServiceNow to $185 from $195 while keeping an Outperform rating. The revised target remains well above the stock’s current trading level near $129.62 and close to its 52-week low. RBC cited peer multiple compression for the reduction but continues to highlight ServiceNow’s growth prospects tied to enterprise …
Baird has held its Outperform rating and $39 price objective for Regenxbio Inc. (NASDAQ: RGNX) despite an FDA-imposed clinical hold on multiple mucopolysaccharidosis (MPS) gene therapy programs. The regulatory pause follows the detection of an asymptomatic neoplasm in a Phase 1/2 trial participant, and has led to delays including a postponed PDUFA …
Barclays has maintained an Equalweight rating and a $360 price target for Tesla after the company said it will discontinue the Model S and Model X by next quarter. The bank characterizes the move as a symbolic shift toward autonomy and robotics, and highlights a planned jump in capital expenditure to more than $20 billion in 2026. Despite these str…
UBS upgraded Warrior Met Coal (HCC) from Neutral to Buy and lifted its price target to $108 from $100, citing an inflection driven by the Blue Creek project ramp, shorter-term market tightness in metallurgical coal and stronger operational performance. The firm expects double-digit returns in the back half of the year and flagged additional upside …
Kepler Cheuvreux has increased its one-year price target for Volvo AB to SEK335 from SEK325 while retaining a Hold recommendation. The revision follows a fourth-quarter performance that outpaced Kepler's earnings forecast by around 10%, stronger-than-expected order intake and upwardly revised market outlooks for Europe and North America. Volvo prop…
Raymond James trimmed its rating on StellarOne (NYSE: STEL) from Outperform to Market Perform after an announced acquisition, citing alignment with its stance on the buyer. The bank's shares are trading near their 52-week high, and InvestingPro data shows notable one-year returns, steady dividend history, and recent quarterly results that beat EPS …
Goldman Sachs lowered its price target for Microsoft to $600 from $655 while preserving a Buy rating after the company's second-quarter earnings. The move reflects concern about $37.5 billion in capital expenditures, which exceeded expectations even as Azure growth remained robust. Other brokers issued mixed reactions, trimming or raising targets a…
Goldman Sachs trimmed its price target for Tesla to $405 from $420 and retained a Neutral rating as the automaker shifts investment toward artificial intelligence programs, including Full Self-Driving, robotaxis and robotics. The bank cited rising competition and capital intensity as constraints on future profit expansion even as Tesla reports soli…
Goldman Sachs increased its price target on Meta Platforms to $835 from $815 while retaining a Buy recommendation, pointing to strengthened advertising momentum and continued investment in artificial intelligence. The update follows Meta’s Q4 2025 results and guidance that outpaced expectations, and comes amid a wave of raised targets from several …
JPMorgan has cut its recommendation on SSAB AB from Overweight to Neutral and lowered its price target to SEK 71.00 from SEK 75.00, pointing to narrower US plate steel spreads in 2026 and a strong recent run in the stock that has trimmed potential outperformance versus peers.The bank nevertheless kept a constructive longer-term view on SSAB’s posit…
Citizens has started coverage of Bicara Therapeutics Inc (NASDAQ:BCAX) with a Market Outperform rating and a $31.00 price target, implying an 87% gain from the current $16.59 share price. The firm's thesis centers on Bicara's bifunctional EGFR-TGFβ antibody, ficerafusp alfa (ficera), which has demonstrated encouraging activity in HPV-negative head …
National Bank Financial downgraded HudBay Minerals from Outperform to Sector Perform on Thursday while raising its price target to C$40 from C$28. The firm cited HudBay's sharp share-price gains and a premium valuation relative to peers, and also signaled caution ahead of the company's upcoming guidance. Several other brokerages have taken more pos…
