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
BofA Securities has initiated coverage of Celestica (NYSE: CLS) with a Buy rating and a $400 price target, highlighting the company’s position in white-box switching and custom ASIC accelerated servers. The firm expects fiscal 2027 to be a standout year as new programs ramp, and bases its valuation on a 32x multiple of calendar 2027 estimated EPS o…
BofA Securities downgraded Plains GP Holdings, L.P. (PAGP) from Neutral to Underperform while keeping a $19.00 price target, pointing to concerns about the long-term trajectory of Permian Basin oil production and regulatory changes that reduce inflation-linked upside. The note also outlines infrastructure and capital-spend scenarios for Plains All …
BofA Securities upgraded Texas Instruments from Underperform to Neutral and raised its price target to $235 from $185 after the company reported in-line fourth-quarter results and provided a first-quarter revenue outlook that exceeded expectations. The bank cited improving backlog and order trends, robust data center demand, and potential for susta…
Morgan Stanley increased its price target on RTX Corp. to $235 from $215 and kept an Overweight rating, pointing to the company’s positioning for continued revenue expansion, margin improvement and potential re-rating by the market. The upgrade follows a robust fourth-quarter performance and a string of price-target adjustments by other brokers, al…
Baird raised its price objective for Texas Instruments to $225 from $195 while maintaining an Outperform rating, pointing to an above-seasonal, unit-driven first-quarter outlook and the company’s exposure to direct customers as reasons it could benefit from an early cycle recovery. Other firms have issued differing updates following Texas Instrumen…
UBS raised its price target on Texas Instruments (TXN) to $260 from $245 and kept a Buy rating, citing stronger revenue trends, improved bookings and constructive backlog commentary. UBS also designated TXN a Top Pick for 2026 and flagged rising free cash flow potential. The stock is trading near $196.63, while other analysts such as Mizuho have ad…
UBS increased its price target for Boeing to $285 from $275 while maintaining a Buy rating, pointing to improving free cash flow and management's emphasis on quality and stability as production ramps. Boeing reported a robust fourth quarter with earnings and revenue that beat expectations, prompting several other analysts to raise their targets.
UBS raised its price objective on RTX to $208 from $199 while retaining a Neutral recommendation after the company reported strong fourth-quarter results. The investment bank pointed to better-than-expected free cash flow in 2025 and 2026 guidance, margin progress across RTX’s businesses and improvements in core cash generation despite higher capit…
UBS increased its 12-month price target on UPS to $125 from $116 while retaining a Buy recommendation, even as it reduced its Q1 earnings-per-share estimate because of near-term margin pressures. UBS and other analysts expect margin headwinds to ease through 2026, with a notable improvement anticipated in the domestic package business in the second…
UBS increased its price target on Nextpower (NXT) to $140 from $125 and kept a Buy rating, citing the company’s leading position in solar trackers, strong customer relationships and its shift toward a broader electric hardware platform. The upgrade follows robust quarterly results and additional positive analyst actions from JPMorgan and KeyBanc, r…
BofA Securities has reiterated its Buy rating on ASML and kept a EUR1,454 price target after the lithography equipment maker reported record fourth-quarter revenue of EUR9.7 billion and exceptionally strong bookings. While several top-line and cash metrics outperformed expectations, operating profit and earnings per share came in slightly below con…
Baird has launched coverage of Coinbase Global Inc. (COIN) with a Neutral rating and a $240 price target, citing the company's leading U.S. exchange franchise, strong recent revenue growth and a number of growth initiatives. The firm said risk and reward appear balanced given recent trading-volume deterioration and regulatory uncertainty, while oth…
Citizens reiterated a Market Outperform rating and a $115 price target on eBay, citing stronger-than-expected gross merchandise volume (GMV) trends in collectibles and luxury resale. The firm expects eBay to beat Q4 2025 GMV estimates and projects at least mid-single-digit GMV growth in 2026, driven by product enhancements and ongoing recommerce de…
Cantor Fitzgerald upgraded Korro Bio Inc. (KRRO) from Neutral to Overweight and set a $21.00 price target, pointing to robust preclinical evidence, a clear clinical development plan and the market opportunity for KRRO-121 in urea cycle disorders and hepatic encephalopathy. The stock, trading near $10.74, has climbed 13.41% over the past week. Korro…
Wells Fargo has initiated coverage of HeartFlow Inc. with an Overweight rating and a $38 per share target, implying roughly 22% upside from the stock's recent price. The research note underscores HeartFlow's leadership in AI-driven FFR-CT coronary analysis, potential expansion avenues and several revenue levers. Independent analyst consensus data s…
BMO Capital raised its price target for Vale S.A. to $18.00 from $16.00 while retaining an Outperform rating, citing better-than-expected fourth-quarter base metals output and modest near-term estimate upgrades that support roughly 10% EBITDA growth into 2026. The stock trades near its 52-week high, carries a double-digit trailing P/E multiple, and…
Morgan Stanley lowered its price target on PayPal to $50 from $51 and kept an Underweight rating, citing weaker branded checkout growth and slow merchant migration to a new checkout. The firm trimmed 2026 growth and EPS estimates, reduced share buyback assumptions, and recommended shifting capital toward checkout optimization and Venmo acceptance e…
Mizuho has increased its 12-month price objective on NextEra Energy to $90 from $88 but retained a Neutral rating on the shares following the company’s fourth-quarter results. The quarter produced an adjusted EPS of $0.54, slightly above the consensus of $0.53 and equal to the prior-year quarter, while revenue and certain internal segments underper…
Truist Securities raised its price target on HCA Healthcare to $546 from $520 and kept a Buy rating after the company reported solid fourth-quarter results and initial fiscal 2026 guidance that aligned with consensus. HCA’s EBITDA, cash flow profile, dividend increases and a new $10 billion buyback program underpin analyst optimism even as revenue …
Jefferies lowered its 12-month price target on UnitedHealth Group (UNH) to $340 from $418 while keeping a Buy rating, after a period the firm described as "a tough 24 hours." The stock, trading around $282.70, has dropped 18.7% over the prior week and sits below InvestingPro's calculated Fair Value. Other analysts including RBC Capital and Piper Sa…
Truist Securities reduced its price objective for CommVault Systems to $155 from $175 while keeping a Buy rating after the vendor reported mixed fiscal third-quarter 2026 results marked by strong revenue and margins but a shortfall in net new annualized recurring revenue (NNARR). The stock has plunged in recent trading, and analysts delivered varyi…
Goldman Sachs increased its price target on Golar LNG Ltd. to $56 from $55 while keeping a Buy rating ahead of the company’s fourth-quarter 2025 results. The new target implies roughly 40% upside from recent levels and follows modest adjustments to the bank’s EBITDA forecasts driven by stronger expected production from the Gimi vessel and weaker co…
Goldman Sachs raised its price target on Inter Parfums to $110 from $107 and kept a Buy rating, highlighting strong recent sales, high gross margins and the potential for management to increase FY26 EPS guidance. The update sits amid a range of analyst reactions after preliminary Q4 results and mixed signals on near-term growth.
Goldman Sachs increased its price target on Kodiak Gas Services to $46 from $42 and maintained a Buy rating ahead of the company’s Q4 2025 results. The bank trimmed its short-term EBITDA forecasts modestly while highlighting robust compression market pricing, an orderbook extending into 2027, and potential expansion opportunities that helped justif…
Goldman Sachs increased its HCA Healthcare price target to $558 and kept a Buy rating after the company beat fourth-quarter 2025 EBITDA expectations and issued 2026 EBITDA guidance above consensus. HCA reported stronger-than-expected margins and EPS, outlined resiliency-driven cost savings and plans for higher capital spending alongside a new $10 b…
