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.
3,518 total articles
Summary: Needham increased its price target on Clean Harbors (CLH) to $308 from $290 and kept a Buy rating after the company's fourth-quarter results beat consensus on both revenue and adjusted EBITDA. The stock trades near $276.25 with an implied upside of about 11.5% to the new target. Clean Harbors reported its strongest quarterly revenue growth…
BMO Capital lowered its rating on Mister Car Wash Inc. (MCW) from Outperform to Market Perform and adjusted its price target to $7.00, aligning with Leonard Green & Partners' all-cash proposal to buy the remaining 33% stake for $764.9 million. The move follows a recent surge in the stock and coincided with the company reporting stronger-than-expect…
Needham raised its price objective on Bel Fuse Inc. (NASDAQ: BELFB) to $250 from $212 while retaining a Buy rating after fourth-quarter results beat expectations on revenue, gross margin and earnings. The company reported a 17% year-over-year sales increase in Q4, book-to-bill of 1.3, and guidance pointing to healthy first-quarter revenue growth, e…
Scotiabank increased its price target on FirstEnergy to $56 from $55 and kept a Sector Outperform rating, citing a larger capital expenditure program and upward adjustments to its estimates. FirstEnergy reported fiscal 2025 adjusted EPS of $2.55 and revenue of $15.1 billion, and reaffirmed 2026 guidance; the firm now forecasts roughly 8% earnings g…
Needham raised its price target on MKS Instruments to $300 from $260 and kept a Buy rating after the company delivered stronger-than-expected guidance for the first quarter and reported solid fourth-quarter results. The firm highlighted continued strength in the Electronics & Packaging segment and increased shipments in the Semi division. MKS also …
Guggenheim raised its price objective on Wingstop to $315 from $300 while keeping a Buy rating, reflecting higher 2026 EBITDA and EPS estimates after the company's fourth-quarter 2025 results. The new target implies about 13% upside from a quoted share price of $279.08, though InvestingPro data indicates the stock may be trading slightly above its …
Needham raised its price target for Allegro MicroSystems Inc. to $45 from $41 while keeping a Buy rating, after attending the company's Analyst Day in Boston. The $45 target implies roughly 17% upside from the prevailing share price. At the event, Allegro provided a 3-5 year financial blueprint that includes mid-teens revenue growth, non-GAAP gross…
Bernstein SocGen Group cut its price objective on Insulet Corporation to $330 from $380 while retaining an Outperform rating, citing mounting competition in the insulin pump market and investor unease from recent prescription data. The firm lowered its fiscal 2027 price-to-sales multiple to 6.0x and flagged persistent high earnings multiples versus…
Cantor Fitzgerald reduced its price objective for Booking Holdings to $4,495 from $5,830 while maintaining a Neutral stance. The downgrade reflects concerns about AI-related risks that may weigh on valuation multiples, even as Booking delivered stronger-than-expected fourth-quarter operating results and returned capital to shareholders.
Bernstein SocGen Group increased its price target on Amrize Ltd (NYSE:AMRZ) to $75 from $70 and kept an Outperform rating, pointing to the company's fiscal 2026 guidance as a key driver. Amrize projects 4% to 6% revenue growth and 8% to 11% EBITDA growth, with the latter expected across both Building Materials and Building Envelope segments. The fi…
Bernstein SocGen Group reiterated an Outperform rating and a $350 price target on Wingstop (WING), signaling roughly 25% upside from the current share price of $279.08. The firm pointed to easing macro headwinds, better-than-expected fourth-quarter 2025 comps, and execution on initiatives such as a smart kitchen rollout and an upcoming loyalty prog…
Needham reduced its price target for DoorDash to $265 from $275 while retaining a Buy rating, pointing to higher planned investments that depress near-term adjusted EBITDA. The new target is based on 25 times Needham’s 2027 adjusted EBITDA estimate and still implies upside from the stock’s prevailing market price. Analysts continue to debate valuat…
Cantor Fitzgerald cut its price target on DoorDash Inc. (NASDAQ:DASH) to $230 from $285 while keeping an Overweight rating. The move comes after a quarter that delivered modest beats on gross order value and EBITDA, strong year-over-year core order growth, and guidance showing robust gross order value growth alongside lower-than-expected EBITDA dri…
Bernstein SocGen Group reduced its price target on DoorDash Inc. (DASH) to $270 from $285 while keeping an Outperform rating, citing the company’s widening footprint beyond restaurant delivery and early signs of profitability across those initiatives. DoorDash’s shares trade well below their 52-week high even as revenue growth and positive EPS sign…
Needham raised its price target for eBay to $122 from $115 and retained a Buy rating after the company reported strong fourth-quarter results and upbeat guidance. The broker increased its 2026 adjusted EBITDA forecast by 5% and highlighted durable growth in Focus Categories, Recommerce and C2C. Other analysts adjusted views as well while regulators…
Bernstein SocGen Group reaffirmed an Outperform rating on Linde and kept a $537.00 price target after the industrial gas company extended its streak of adjusted earnings-per-share beats to 28 consecutive quarters. Linde reported guidance for the first quarter of 2026 that was modestly ahead of expectations, while InvestingPro metrics flag a relati…
Stephens raised its price target on Rush Enterprises to $80 from $55 and kept an Overweight rating after the company posted fourth-quarter 2025 results that outperformed expectations. The uplift reflects stronger revenue, lower interest expense and a reduced tax rate; gross margin was weaker than anticipated. Rush continues to generate substantial …
Stephens reduced its price target for Sonic Automotive to $67 from $68 and kept an Equal Weight rating after the company's fourth-quarter fiscal 2025 results. Management signaled a pause in EchoPark growth until 2026 with a modest reopening cadence and a planned marketing outlay, while flagging potential tariff-driven price increases and consumer s…
Stephens raised its price target on SM Energy to $49 from $48 and kept an Overweight rating after the company's announcement of a $950 million divestiture and other corporate developments. The broker highlighted the pace of asset sales relative to SM Energy's previously stated targets and adjusted its NAV-based target slightly higher. Credit agenci…
Stephens cut its 12-month price target on Medifast to $12 from $15 while keeping an Equal Weight rating, pointing to margin pressures driven by volume deleverage and a challenging consumer environment influenced by GLP-1 adoption. Medifast beat revenue expectations for Q4 2025 but posted a sizeable EPS miss; the recovery of coach headcount and prod…
Stephens trimmed its target price on TFI International to $105 from $115 while maintaining an Equal Weight rating, citing softer guidance from the company. The move comes amid a quarterly beat driven by the logistics segment, but with first-quarter guidance and margins coming in below expectations and several analysts trimming future earnings estim…
Alliance Global Partners cut its recommendation on Genco Shipping & Trading Limited (GEN) from buy to neutral, saying recent stock appreciation has narrowed upside and the company is now trading at a valuation that largely reflects the dry bulk market outlook. The analyst also said the firm does not expect the outstanding buyout offer nor DSX’s att…
JPMorgan has resumed coverage of VisionChina Media (VISN) with a Neutral rating and a price target of $24, up from a prior $8 target. The new target implies roughly 29% upside from the current price of $18.91. The bank highlighted medium-term mid-single-digit revenue growth and low-teens EBITDA expansion over the next couple of years, while flaggin…
Northland Capital Markets elevated Select Water Solutions, Inc. (WTTR) from Market Perform to Outperform and increased its price target to $18 from $12. The analyst cited bullish fourth-quarter results and commentary, infrastructure network effects, and gains in the chemicals business. The stock trades near its 52-week high and the company declared…
Goldman Sachs upgraded eBay Inc. to Neutral from Sell and raised its price target to $88 from $77 following a fourth-quarter 2025 earnings beat. The results featured robust gross profit margins and revenue growth, and management approved a new $2 billion share repurchase authorization. Analysts remain mixed on medium-term growth, and the company is…
