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
TD Cowen raised its price target for Texas Instruments to $240 from $225, keeping a Buy rating after the company's first-quarter 2026 guidance beat expectations. The firm pointed to an implied gross margin near 57% and improving bookings and backlog, while projecting more than $9 in free cash flow per share by 2027. Several other brokerages also ra…
TD Cowen trimmed its price objective for Roper Industries to $550 from $625 but retained a Buy stance, citing valuation concerns after volatile trading around a mixed quarterly report. The stock has plunged from its 52-week high and faces downgrades and reduced targets from several other firms following results that beat EPS expectations but missed…
TD Cowen increased its price target for United Parcel Service to $115 from $101 and kept a Hold rating, pointing to better margin dynamics and network performance that offset expected softness in the first half of fiscal 2026. The firm adjusted its 2026 EPS estimate to $7.15, introduced a 2027 EPS view of $7.95, and lifted its valuation multiple as…
RBC Capital raised its price target on F5 Networks to $345 from $325 and kept an Outperform rating after the company posted stronger-than-expected first-quarter fiscal 2026 results and raised guidance. RBC cited minimal impact from an October 2025 security incident, momentum in hybrid multi-cloud and refresh cycles, and accelerating enterprise AI a…
Guggenheim increased its price objective for Sysco to $91 from $89 and kept a Buy rating after a sharp share rally and management guidance around top- and bottom-line improvements. The firm’s valuation relies on an 11.0x EBITDA multiple on 2027 results and assumes an 11% total shareholder return including dividends. Other major brokerages also nudg…
RBC Capital cut its price target for CommVault Systems (CVLT) to $100 from $167 while retaining a Sector Perform rating, citing a mixed quarter and broader valuation pressures. The company reported an ARR shortfall and continues to trade under recent highs, though it maintains strong gross margins and positive earnings. Multiple sell-side firms hav…
RBC Capital has increased its price target on Northrop Grumman to $750 from $715 and kept an Outperform rating after the defense contractor posted better-than-expected fourth-quarter 2025 results. The company reported adjusted Q4 EPS of $7.23 and revenue of $11.7 billion, and RBC flagged potential upside to 2026 revenue from programs such as the B-…
RBC Capital raised its price target on General Motors to $107 from $92 and kept an Outperform rating, citing a mix of headwinds and offsets for 2026 including commodity and onshoring pressures balanced by regulatory benefits, warranty gains, narrowing EV losses and potential tariff relief from USMCA negotiations. GM beat Q4 2025 EPS expectations wh…
Piper Sandler raised its price target on General Motors to $105 from $98 while keeping an Overweight rating, citing upgraded earnings-per-share forecasts after the automaker's fourth-quarter performance. The firm says its target relies on a 7x multiple of 2027 EPS and notes conservative North America EBIT margin assumptions. Other brokerages have a…
Morgan Stanley has kept an Underweight rating and a $214.00 price target on Progressive Corp., even as the insurer reported unexpectedly strong policy-in-force (PIF) additions in recent months. Data cited in the research indicate the stock is trading near its 52-week low with a modest P/E of 11.5. While auto PIF gains and robust revenue expansion r…
Piper Sandler has lowered its 12-month price target for Qorvo Inc to $90 from $110 while maintaining a Neutral rating. The firm pointed to disappointing March quarter guidance and a faster-than-expected downsizing of Qorvo's lower-tier Android business as the primary drivers of the adjustment. Data in the company's filings and analyst reports under…
BTIG raised its price target on Glaukos to $131 from $123 and kept a Buy rating after the FDA approved a labeling supplement permitting repeat administration of iDose TR. The approval broadens the product's clinical use and was incorporated into BTIG's revenue model, contributing to the price-target increase. Recent company results and other analys…
Piper Sandler raised its price target on Viatris (NASDAQ: VTRS) to $12.00 from $9.00 while retaining a Neutral rating, pointing to robust branded business performance across geographies and steady contributions from recent launches in developed markets. The firm notes shares have rallied roughly 33% since the start of the fourth quarter of 2025 ami…
Piper Sandler raised its price target on F5 Networks to $325 from $295 and maintained an Overweight rating following quarterly results that showed resilient demand, an active product refresh cycle and better enterprise engagement. The stock rallied more than 10% in after-hours trading after the earnings release. F5 reported strong gross margins and…
HSBC has trimmed its price target for CoreWeave to $41 from $44 and kept a Reduce rating, pointing to higher financing costs and a projected liquidity deficit in 2026. The bank’s analysis is backed by data showing stretched near-term liquidity and heavy leverage, while other brokers and an NVIDIA equity infusion have prompted a range of more bullis…
Piper Sandler raised its price target for Pinnacle Financial Partners (PNFP) to $122 from $120 and kept an Overweight rating after reviewing the bank's fourth-quarter 2025 results and 2026 guidance. The firm boosted 2026 and 2027 EPS estimates, pointing to stronger loan growth and a larger balance sheet as the rationale. Pinnacle reported a revenue…
Jefferies increased its price target on Nextpower (NXT) to $122 from $107 and kept a Buy rating after the company reported fiscal third-quarter results that beat expectations on revenue and EBITDA. Management cited stronger demand from the U.S. market. Nextpower raised fiscal 2026 guidance by roughly 3%, announced a $500 million share repurchase pl…
Piper Sandler hiked its price target on Praxis Precision Medicines (PRAX) to $1,200 from $450 and reaffirmed an Overweight rating. The firm updated its model to include four programs and projects substantial peak U.S. sales by 2046, while Praxis prepares New Drug Applications for two lead candidates by mid-February 2026 and has completed a priced p…
HSBC upgraded United Parcel Service Inc. (UPS) from Hold to Buy and raised its price target to $125 from $100, citing clearer visibility on volume trends and margin recovery beginning in the second half of 2026. The bank trimmed its fiscal 2026 adjusted operating profit estimate modestly while expanding its 2027 outlook, amid a backdrop of mixed an…
Craig-Hallum reduced its price target on Qorvo Inc. (NASDAQ: QRVO) to $95 from $110 but left its Buy rating intact following the company's lower-than-expected guidance for the March quarter. Qorvo forecast roughly $800.0 million in revenue and 48.5% gross margins for the period, signaling a seasonal slowdown and continued headwinds from an Android …
Qorvo reported fiscal third-quarter results driven by strong iPhone demand but issued weaker guidance for the fiscal fourth quarter owing to deteriorating Android revenue. KeyBanc kept a Sector Weight rating while revising estimates. The company raised its projected Android revenue decline for fiscal 2027 to $300 million, and analysts have trimmed …
KeyBanc increased its price target for Texas Instruments to $240 from $220 and kept an Overweight rating after the company reported in-line fourth-quarter results and provided higher guidance for the first quarter. The move reflects continued industrial strength and data-center demand; other firms have likewise adjusted targets, producing a range o…
KeyBanc Capital Markets reduced its price target for CommVault Systems to $108 from $152 while keeping an Overweight rating after the company reported mixed fiscal third-quarter results. CommVault beat EPS and revenue estimates, but normalized annual recurring revenue (NNARR) in constant currency missed expectations amid a shift toward software-as-…
KeyBanc cut its 12-month price objective for Applied Industrial Technologies (AIT) to $300 from $310 but left an Overweight rating intact after the distributor reported mixed fiscal second-quarter results and offered weaker EBITDA margin guidance. The bank pointed to elevated LIFO expense and inconsistent December demand as drivers of the market re…
KeyBanc Capital Markets has reaffirmed an Overweight rating and a $400 price target on UnitedHealth Group (UNH), arguing the shares are priced below their fundamental value despite investor concern over proposed Medicare Advantage rates for 2027. The company reported a stronger-than-expected medical loss ratio in the fourth quarter and offered 2026…
