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
Truist Securities trimmed its Tesla (TSLA) price target to $438 from $439 and kept a Hold rating after the automaker's latest quarterly results. The firm cited three strategic shifts - stopping Model S and Model X production, adding six new production lines and training hardware, and setting AI-linked operational goals for 2026 - alongside a materi…
Summit Insights upgraded Lam Research (LRCX) from Hold to Buy, pointing to the equipment maker's potential to capture a disproportionate share of upcoming technology transitions across DRAM, logic and NAND. The move comes as Lam posted fiscal Q2 2026 results that topped expectations and after a substantial share-price run over the past six months.
Chardan Capital Markets upgraded Korro Bio Inc. (KRRO) from Neutral to Buy and increased its price target to $15 from $7, pointing to the company’s pivot to KRRO-121 and the broader potential of its ADAR RNA editing platform. The move follows prior setbacks with KRRO-110 and comes as several other firms review Korro’s preclinical data and developme…
Goldman Sachs has reiterated its Buy rating on Lam Research and set a $180 price target after the semiconductor equipment maker posted quarterly results that surpassed consensus on both revenue and gross margin. Management offered first-quarter guidance above Street expectations, and several other brokerages have raised targets, citing robust syste…
Goldman Sachs has maintained a Buy rating on IBM with a $350 price target after the company reported fourth-quarter results that exceeded Street expectations. IBM delivered stronger-than-expected revenue, earnings and free cash flow, while flagship software and infrastructure businesses posted double-digit gains in constant currency. Management out…
Goldman Sachs reiterated a Neutral rating and a $100 price target on Starbucks after the company reported fiscal Q1 2026 results that showed revenue above consensus but adjusted EPS below estimates. The quarter reflected gains in same-store sales and customer engagement alongside operating-margin headwinds tied to higher cost of goods and tariffs. …
Jefferies raised its price target for Starbucks to $86 from $76 while retaining an Underperform rating, citing better same-store sales but ongoing uncertainty around sustainable comparable-sales drivers, unit growth and margin visibility. The company reported mixed first-quarter fiscal 2026 results and guidance that implies modest comp growth ahead…
Truist Securities reiterated a Buy rating on Meta Platforms with a $875 price target following the company’s fourth-quarter 2025 results. Meta reported revenue and profitability metrics that outpaced consensus, provided above-street first-quarter guidance, and set elevated 2026 capital and operating spending plans tied to its Meta Superintelligence…
Goldman Sachs has maintained its Buy rating and $815 price objective on Meta Platforms following the company's fourth-quarter 2025 results, citing stronger-than-expected revenue and upbeat Q1 guidance. The bank expects a modestly positive investor reaction, highlights Meta's continued high gross margins and revenue growth, and flags investor intere…
Stifel maintained a Buy rating on Meta Platforms Inc. and set a $785.00 price target following the company’s fourth-quarter results. Meta reported revenue, operating income and GAAP EPS that beat consensus, alongside strong user and ad impression growth. The company's outlook for early 2026 implies higher revenue expectations but also substantially…
BofA Securities raised its price target on NVR Inc. to $8,600 from $8,400 and kept a Buy rating following the homebuilder's fourth-quarter 2025 results. NVR reported EPS of $121.54, beating both BofA and consensus forecasts, and homebuilding revenue of $2.64 billion, which was down 5% year-over-year but topped BofA's projection. BTIG initiated cove…
Jefferies has increased its 12-month price target on CAE Inc. to $34.00 from $30.00 while retaining a Hold rating. The move follows an analysis of foot traffic at a subset of CAE's U.S. civil training centers used as a proxy for simulator utilization. Jefferies' updated estimates point to slightly stronger EPS and margin outcomes versus consensus f…
Williams Blair has reiterated an Outperform rating on Scotts Miracle-Gro, pointing to ahead-of-plan shipments, margin improvement, and reaffirmed fiscal 2026 guidance. The company reported a modest quarterly earnings and revenue beat, announced a $500 million share repurchase authorization, and plans to divest its Hawthorne business while maintaini…
Raymond James raised its price target on Tyra Biosciences to $55 from $35 and kept a Strong Buy rating, after adding upper tract urothelial carcinoma (UTUC) estimates for dabogratinib to its financial model. The firm projects substantial combined revenues from UTUC and non-muscle invasive bladder cancer (NMIBC) through 2032 and expects near-term da…
Jefferies increased its price target for ASML to €1,260 from €1,020 but retained a Hold rating after the chip-equipment maker reported unusually large Q4-25 orders. The upgrade follows record bookings and strong quarterly revenue, though much of the new backlog is slated for shipment in 2027 and analysts warn valuations may be challenged by the tim…
BMO Capital reduced its price target on Brown & Brown to $81 from $88 while retaining a Market Perform rating. The firm trimmed EBITDA estimates by about 3.0% and projects 2026 organic growth of roughly 2.4%, below consensus. Recent fourth-quarter results showed a slight EPS beat but revenue missed expectations. Other analysts have also dialed back…
Evercore ISI has reiterated an Outperform rating and set a $165.00 price target on Amphenol Corporation after the company posted quarterly results that beat consensus. Amphenol delivered record sales and orders, marked margin improvement, and offered March-quarter guidance that includes revenue from its newly closed CCS acquisition.
Truist Securities raised its price target for Tronox (NYSE:TROX) to $8.00 from $7.00 and kept a Buy rating after the company's January 26 pre-announcement showed stronger-than-expected volumes tied to market share gains. The firm warned that cost and product-mix weakness flagged in preliminary fourth-quarter results will likely affect the first qua…
Oppenheimer increased its price objective for GE Vernova (GEV) to $871 from $855 and retained an Outperform rating, pointing to stronger-than-expected demand in Power and Electrification, potential upside from an early Prolec deal close, and ongoing operational efficiencies. The stock, trading at $711.85, has gained 95.52% over the past year, while…
Jefferies reduced its 12-month price objective on Prosperity Bancshares to $85 from $90 while retaining a Buy recommendation. The move follows Prosperity’s announcement to acquire Stellar Bancorp; Jefferies says the deal will deepen the bank’s Texas footprint and bolster deposits but also entails tangible book value dilution and an earnback period …
BofA Securities increased its price target on Teva Pharmaceutical Industries to $37 from $36 while maintaining a Buy rating after a fourth-quarter update the bank described as "solid." The firm highlighted improved comfort in Teva’s 2026 guidance and the execution of a cost efficiency program intended to offset the upcoming loss of exclusivity for …
BMO Capital reduced its price target for Automatic Data Processing Inc. (ADP) to $281 from $288 and maintained a Market Perform rating after the company reported fiscal second-quarter results the firm called "mixed signals." The new target sits near InvestingPro’s Fair Value estimate, and comes as ADP posted EPS of $2.62 and revenue of $5.4 billion…
Stifel has reaffirmed a Buy rating on Lucky Strike Entertainment (LUCK) and left its price target at $13, pointing to accelerating momentum across the company’s core operations. The firm highlighted high-return investments in food and beverage, ongoing venue conversions and growth from recent water park acquisitions as supportive of Lucky Strike’s …
Needham lowered its price target on Extreme Networks to $21.00 from $24.00 but retained a Buy rating after the company reported fiscal second-quarter 2026 results that topped consensus on both revenue and earnings. Management raised fiscal 2026 revenue guidance, SaaS annual recurring revenue grew 25% year-over-year, and EMEA sales showed quarter-ov…
BMO Capital trimmed its price target for Progressive Corp. to $232 from $239 while retaining a Market Perform rating, citing continued top-line deceleration that appears to have passed its worst phase. Progressive shares trade near $215 with a P/E of 11.71 and are flagged as undervalued by InvestingPro Fair Value estimates. The research note highli…
