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
Cantor Fitzgerald cut its 12-month price target on Check Point Software to $200 from $220 while keeping a Neutral rating. The firm pointed to software multiple compression and worries over hardware growth—against a backdrop of mixed firewall demand—and flagged rising DRAM prices as a margin headwind. Check Point trades near its 52-week low but rema…
Sample data analyzed by Truist shows U.S. golf equipment retail sales rose 5.0% year-over-year in December, led by strong putter demand. Growth was driven by higher prices rather than volume, while Acushnet Holdings reported mixed third-quarter 2025 results and executed a $500 million notes offering to reshape its debt.
Evercore ISI raised its price target on Danaher to $254 from $250 and maintained an Outperform rating after the company’s fourth-quarter update. Danaher is trading below the new target but above a third-party fair value estimate. The firm cites potential upside from BPS Equipment and Life Sciences as Analytics & Genomics performance improves, and n…
William Blair has maintained an Outperform rating on Wix.com (WIX), citing momentum behind the company’s AI efforts and Studio initiatives. The firm flagged temporary higher investment intensity tied to the Base44 project but characterized the strategy as appropriate for long-term growth. Wix has reported 13.22% revenue growth over the last 12 mont…
Stifel has reaffirmed a Buy rating and a $45.00 price target on REGENXBIO Inc. (RGNX) even after the Food and Drug Administration placed clinical holds on RGX-111 and RGX-121. The firm expects delays to the RGX-121 PDUFA timing but says other programs remain insulated and highlights the company’s response efforts and manufacturing differences betwe…
BofA Securities raised its price objective for Corning to $120 from $110 while maintaining a Buy rating following the company's latest quarterly report. Revenue modestly exceeded expectations driven by Display and Hemlock units, but Optical fell short. BofA remains constructive on a 1-2 year growth runway tied to data center buildouts - including a…
TD Cowen raised its price objective on ASML Holding NV to EUR1,500 from EUR1,000 and kept a Buy rating after the company posted strong quarterly results, record order intake and bullish guidance for 2026. The research house models continued revenue growth driven by EUV system sales, while noting capacity-related variability in ASML's CY26 outlook. …
Cantor Fitzgerald reaffirmed a Neutral rating and an $87 price target on Fortinet ahead of the company’s fourth-quarter 2025 earnings report, scheduled in just 8 days on February 5. The firm highlighted mixed demand indicators, high gross margins, and the importance of SASE and SecOps traction, while noting DRAM price inflation as a potential headw…
Raymond James increased its price objective for MSCI Inc. to $710 from $690 while keeping an Outperform rating, pointing to robust net new recurring subscription sales in the company's Index and Private Assets segments. The firm sees this subscription momentum as a likely driver of improved subscription revenue growth, even as MSCI's 2026 cash flow…
BofA Securities raised its price target on Progressive Corp. to $334 from $328 and kept a Buy rating after the insurer reported 211,000 net new policies in December, comfortably ahead of expectations. The firm and InvestingPro metrics point to an attractive valuation, while other broker notes and regulatory filings highlight ongoing rate adjustment…
Raymond James reduced its 12-month price target for Roper Industries to $500.00 from $575.00 while retaining a Strong Buy rating. The move follows a negative market response to quarterly results and a series of analyst adjustments, with the stock trading well below its recent highs and showing valuation metrics that the firm says are discounted rel…
Evercore ISI maintained an In Line rating and a $320 price target on F5 Networks following a December-quarter beat on both revenue and EPS. The company reported $822 million in revenue and $4.45 in EPS, outpacing multiple analyst forecasts. Strong Systems sales and emerging enterprise AI deployments helped lift results and prompted management to ra…
ASML's stock jumped following a record quarterly order intake and an upbeat revenue outlook for 2026. The company reported unprecedented bookings, robust regional demand patterns, and guidance that exceeds street estimates, while analysts sustained positive ratings and price targets. Valuation metrics and operating expense dynamics remain notable c…
Truist Securities increased its price target on Texas Instruments (TXN) to $225 from $195 while retaining a Hold rating, following the company's fourth-quarter results and a first-quarter guide that sits above seasonal norms. Multiple other brokerages also raised targets after the earnings and guidance, reflecting widespread analyst optimism even a…
Truist Securities reaffirmed a Hold rating and a $623 price objective for Northrop Grumman after the company reported fourth-quarter 2025 results. While demand remains healthy and recent quarterly results beat expectations, Truist highlighted free cash flow and potential investment needs - particularly for the B-21 program - as central to the stock…
BMO Capital raised its price target on Nextpower (NXT) to $104 from $93 while retaining a Market Perform rating following third-quarter results that beat consensus. Nextpower reported $909 million in revenue and $214 million in EBITDA, both ahead of expectations, and announced a $500 million share repurchase program. Multiple brokerages also increa…
Truist Securities trimmed its price objective for Roper Industries to $550 from $650 but kept a Buy rating after the company's fourth-quarter 2025 results showed disappointing organic growth. The firm flagged persistent issues at Deltek and bookings pressure that could extend into 2026, while expecting stable performance at DAT and a modest revenue…
Truist Securities reiterated a Buy rating and a $240.00 price target on Manhattan Associates following the company’s fourth-quarter 2025 results. The firm cited record cloud bookings, driven by new logo wins, and the company’s newly disclosed four-year fully ramped ARR metric as the basis for sustained cloud subscription revenue visibility above 20…
Truist Securities raised its price target on Sysco to $94 from $90 and kept a Buy rating after the company reported fiscal second-quarter 2026 results that beat EPS estimates and raised guidance. Sysco also posted stronger-than-expected local case growth, prompting multiple firms to boost price targets and maintain positive ratings. The company’s m…
Evercore ISI has reiterated an Outperform rating on Starbucks with a $105.00 price target after the company released first-quarter results that combined an earnings decline and margin compression with stronger-than-expected same-store sales, particularly internationally and in China. The stock traded near $98.54, carries a high P/E ratio, and drew …
Freedom Capital Markets raised Kinder Morgan (KMI) from Sell to Hold and set a $32.00 price target after the pipeline operator posted stronger-than-expected fourth-quarter 2025 results. The firm highlighted reduced net debt, credit-rating upgrades and supportive seasonal gas demand, but views the stock as trading close to fair value with constraine…
BMO Capital reaffirmed an Outperform rating and a $90 price target on Sysco, highlighting sequential gains in local case growth and manageable second-half expectations. The food distribution giant’s shares are trading above prior 52-week levels, and several other brokerages have lifted price targets following solid quarterly results and improving l…
BMO Capital elevated its price target on American Airlines to $17.00 from $16.75 while retaining a Market Perform rating, after the carrier issued 2026 EPS guidance that topped pre-earnings consensus. The firm raised its 2026 EPS estimate and flagged potential upside if demand momentum persists, even as recent quarterly results and market competiti…
Tigress Financial Partners raised its price target on Intel to $66 and maintained a Buy rating, pointing to AI data center momentum, execution on 18A manufacturing, and potential AI-driven PC refresh cycles as catalysts. The firm described these developments as part of an "increasingly compelling multi-year upside story." Market data show Intel's s…
TD Cowen lowered its price objective for Qorvo Inc. (QRVO) to $80 from $95 and kept a Hold rating after the semiconductor supplier posted a stronger-than-expected December 2026 quarter but issued cautious guidance for fiscal 2027. The firm flagged declines in the Android RF business and revised expectations for Apple-related sales, even as Qorvo's …
