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
KeyBanc has increased its price target on HCA Healthcare to $550 from $500 and kept an Overweight rating following a stronger-than-expected fourth quarter that included a 2% EBITDA beat and potential upside from Medicaid Supplemental Directed Payments. HCA posted $15.49 billion in trailing twelve-month EBITDA and set 2026 guidance with a $16 billio…
Keefe, Bruyette & Woods (KBW) raised its price objective for Popular, Inc. (NASDAQ: BPOP) to $155 from $146 and maintained an Outperform rating, highlighting stable asset quality and continued profitability gains tied to the bank's transformational priorities. Popular reported a strong fourth-quarter EPS beat, though revenue narrowly missed expecta…
Keefe, Bruyette & Woods raised its 12-month price target for German American Bancorp Inc. (GABC) to $46 from $45 while retaining a Market Perform rating. The revision follows a robust fourth-quarter 2025 showing in which operating earnings beat expectations, driven by stronger pre-provision net revenue. The bank reported modest margin expansion, so…
American Airlines reported adjusted diluted EPS of $0.16 for the fourth quarter of 2025, missing multiple analyst forecasts and seeing revenue and unit metrics pressured by a government shutdown that the company said reduced top-line revenue by $325 million. While premium product revenue outperformed main cabin results and management provided upbea…
Bernstein SocGen lowered its 12-month price target for UnitedHealth Group (UNH) to $405 from $444 but left its Outperform recommendation unchanged. The analyst house made modest cuts to EPS forecasts across the mid-to-late decade and flagged investor worries about the long-term Medicare Advantage funding outlook as the driver of a roughly 9% target…
Wolfe Research maintained an Outperform rating on ASML with a EUR1,400 price target after the company reported fourth-quarter results above expectations and issued first-quarter guidance well ahead of consensus. ASML also lifted its calendar year 2026 revenue midpoint to €36.5 billion, an increase of 12% from prior guidance and above consensus of €…
Bernstein SocGen Group maintained an Outperform rating and a $298.00 price target on Boeing following the company’s fourth-quarter results. The target implies about 22% upside from the prevailing share price of $244.56, though InvestingPro’s Fair Value model flags the stock as potentially overvalued. The quarter featured materially stronger-than-ex…
Bernstein SocGen Group raised its price objective on PACCAR to $138 from $125 while keeping an Outperform rating, even after the truck maker reported results and guidance that matched market expectations but flagged parts and operations margins roughly 75 basis points below consensus. The firm highlighted a reset in investor expectations and said c…
Bernstein SocGen Group reiterated an Outperform rating on Accor SA and lifted its price target to EUR56.60 from EUR52.40, pointing to expected RevPAR strength in 2026, improved U.S. conditions, faster EBITDA growth versus IHG, and stronger cash-return metrics. InvestingPro data shows Accor trading below Fair Value with a Financial Health score of "…
Bernstein SocGen Group maintained its Market Perform rating on HCA Healthcare with a $503 price target, roughly in line with the stock's trading level and close to its 52-week high. The firm highlighted stronger-than-expected margins driving EBITDA growth, supported by rate gains and supplemental payment programs, while noting moderating top-line g…
Bernstein raised its 12-month price target for Sysco to $90 from $83 while keeping a Market Perform rating, citing better-than-expected U.S. local case volume growth and strengthened international sales. The move follows Sysco beating Q2 fiscal 2026 EPS and revenue forecasts and comes amid mixed analyst responses from UBS and Piper Sandler.
Bernstein SocGen Group has reaffirmed an Outperform rating on Meta Platforms Inc., keeping a $870 price target that implies roughly 30% upside from the current share price. The firm highlights Meta's robust gross margins and financial standing as underwriting continued investment in artificial intelligence, even as the company appears less visible …
Bernstein SocGen Group trimmed its price target on Charter Communications to $220 from $240 while retaining a Market Perform rating, citing mounting uncertainty and an intensely competitive broadband market into 2026. Charter shares trade near their 52-week low, and the company recently completed $3 billion of senior unsecured notes to support refi…
Goldman Sachs has started coverage of Copel (NYSE:ELPC) with a Buy recommendation and a $10.40 price target, applying a sum-of-the-parts approach and a 7.4% real WACC. The firm projects robust shareholder returns through elevated dividends and buybacks, and expects more than 20% EBITDA CAGR from 2025 to 2027, driven largely by a distribution tariff…
Cantor Fitzgerald increased its price target on Texas Instruments to $225 from $190 and retained a Neutral rating after results the firm described as "surprisingly positive." The research house pointed to first-quarter sequential growth guidance not seen since 2010, improving gross margin trends and management expectations of order and backlog expa…
Cantor Fitzgerald raised its price target on Seagate Technology to $500 from $400 and kept an Overweight rating after the company posted stronger-than-expected quarterly results. The firm pointed to gross-margin expansion, pricing strength in a tight hard-disk drive market, higher-priced HAMR products and roughly 10% annual cost reductions as the p…
Cantor Fitzgerald trimmed its price objective on CommVault Systems to $100 from $144 while retaining a Neutral rating after the company reported fiscal Q3 2026 results. The move follows a net new ARR miss and managerial recalibration of ARR guidance, even as revenue growth and margins remain strong and analysts issue mixed but generally positive ta…
Stifel reaffirmed its Buy rating and $60.00 price target on On Holding AG (ONON) following the company’s appointment of Frank Sluis as chief financial officer. The hire comes after a search that began in April 2025 and follows On’s decision to split the previously combined CEO/CFO role. InvestingPro rates On’s financials as GREAT, noting a 62.4% gr…
Benchmark raised its 12-month price target on Plexus (NASDAQ: PLXS) to $195 from $165 and maintained a Buy rating ahead of the company’s fiscal first-quarter earnings release. The stock, trading at $173.51, has climbed 18% year-to-date and is trading close to a 52-week peak of $186.47. Benchmark highlighted several demand drivers and reiterated man…
Benchmark raised its price target on Texas Instruments to $250 from $220 and kept a Buy rating following the company's December-quarter results and March-quarter guidance that exceeded analyst projections. The chipmaker's shares rose sharply after hours, and several other firms also adjusted targets in response to the quarter and guidance.
Stephens raised its price target on UPS to $115 from $113 while reaffirming an Equal Weight rating, noting that robust pricing in Q4 drove adjusted earnings per share above expectations. The firm highlighted ongoing pricing discipline as UPS seeks to improve revenue quality, even as shipping volumes were slightly softer than anticipated and interna…
Stephens on Wednesday reduced its price objective for CommVault Systems (CVLT) to $135.00 from $162.00 while retaining an Overweight rating. The adjustment follows a shortfall in net new annual recurring revenue (ARR) and lower-than-expected Software-as-a-Service (SaaS) net revenue retention (NRR). Stephens characterized the market’s large sell-off…
Stephens on Wednesday raised its price target for WSFS Financial to $71 from $66 and kept an Overweight rating after the bank reported quarterly results that outperformed expectations across several operating metrics, including core pre-provision net revenue, loan growth, net interest margin, and quarterly earnings and revenue.
William Blair reiterated its Market Perform rating on Korro Bio Inc. (KRRO) after the company presented preclinical results for its lead program, KRRO-121. The firm called the data and development plan an "incremental positive" as Korro works to rebound following a prior program failure. While analysts acknowledged therapeutic potential and a favor…
Raymond James has reaffirmed a Market Perform rating on Korro Bio Inc. (NASDAQ:KRRO). The research note cited preclinical evidence for the company’s lead program, KRRO-121, alongside patient anecdotes highlighting the burden of urea cycle disorders (UCD). Korro’s shares trade at $10.74 with a market capitalization of $101.14 million and show mixed …
