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
UBS has left its rating on Rush Enterprises Inc. (RUSHA) unchanged at Neutral and maintained a $70.00 price target. Market valuation metrics and recent quarterly results present a mixed picture: the stock is trading below the UBS target, the company posted revenue beats but missed EPS expectations for the third quarter of 2025, and management initi…
RBC Capital raised its price target on Boeing to $275 from $265 and kept an Outperform rating after the company reported stronger-than-expected fourth-quarter results and free cash flow. Data show analyst targets ranging from $155 to $300, with Boeing trading at $244.56 — a level some metrics suggest exceeds fair value. Boeing reiterated 2026 free …
RBC Capital reduced its 12-month price target on Invesco to $33 from $35 but retained an Outperform rating. The revision follows the firm's review of fourth-quarter results and a closer look at the company's 2026 expense outlook and buyback assumptions. RBC continues to see potential for margin expansion and organic growth, while analysts track pro…
RBC Capital lowered its price target for UnitedHealth Group to $361 from $408 but kept an Outperform rating, citing an advance rate proposal that the analyst called "weaker-than-expected." The insurer’s shares have fallen about 46.6% over the past year and certain valuation measures suggest room for upside, even as management and analysts flag shor…
RBC Capital increased its price objective on RTX to $230 from $220 and kept an Outperform rating after the aerospace and defense company posted stronger-than-expected fourth-quarter 2025 results. Commercial sales drove quarterly outperformance, while defense demand and GTF fleet management remain focal points for investors. Several other firms also…
Barclays initiated coverage of TPG Inc. with an Overweight rating and a $78.00 price target, aligning closely with the current analyst range of $62 to $83. The bank highlighted TPG’s transition from a private equity-centric manager into a broader private markets platform and flagged recent transactions, including the partnership with Jackson Financ…
RBC Capital increased its 12-month price target for Popular, Inc. (BPOP) to $141 from $137 while retaining an Outperform rating. The firm pointed to a robust 15.7% CET1 ratio, active share repurchases, and favorable economic dynamics in Puerto Rico - including disaster-relief spending and potential gains from on-shoring - as reasons for a bullish s…
Mizuho raised its price target on Seagate Technology to $440 from $400 and kept an Outperform rating after the company posted fiscal Q2 results that exceeded estimates. The bank pointed to robust nearline cloud demand, rising average drive capacities, and an on-track ramp of HAMR technology as key drivers. Other brokerages also raised targets follo…
Mizuho cut its price target on Qorvo Inc. to $70 from $85 while keeping a Neutral rating after the company issued revenue guidance below expectations. Qorvo reported a December-quarter revenue of $993 million and EPS of $2.17, but guided March-quarter revenue to $800 million, below consensus. The company trimmed fiscal 2027 revenue by roughly $300 …
Mizuho raised its 12-month price target for PPG Industries to $125 from $118 and retained an Outperform rating. The new target implies roughly 13% upside from the current share price of $110.28. The bank pointed to higher peer and market multiples as the driving factor, even though PPG’s most recent quarter missed EPS expectations while delivering …
Raymond James reduced its 12-month price target for Manhattan Associates (MANH) to $230 from $240 while keeping an Outperform rating following the company’s fourth-quarter 2025 report. The firm pointed to robust bookings, record RPO, and a disclosed 23% fully ramped ARR growth rate driven by strong net new logo traction. Manhattan beat Wall Street …
RBC Capital lowered its 12-month price target on Synchrony Financial to $85 from $91 while retaining a Sector Perform rating. The revision comes after fourth-quarter results that showed improving spending volumes and credit trends, solid returns on equity and a revenue miss that drew analyst scrutiny. Management continues to guide towards mid-singl…
Mizuho lowered its 12-month price target for CommVault Systems (CVLT) to $140 from $180 while maintaining an Outperform rating after the company reported third-quarter results that fell short of management’s net new ARR expectations. The move reflects a mix-shift toward SaaS bookings with lower average selling prices and longer-duration term deals.…
Mizuho lowered its price target on Roper Industries to $365 from $419 while retaining an Underperform rating, pointing to increasing competitive risks tied to AI adoption and lingering effects from a protracted government shutdown on the company's Deltek unit. The move accompanies a modest reduction to 2027 EPS estimates and comes amid recent downg…
Mizuho raised its 12-month price target for Texas Instruments (TXN) to $160 from $145 while retaining an Underperform rating. The firm pointed to improving bookings and above-seasonal March-quarter guidance, driven by Industrial and Data center strength. Despite the higher target, Mizuho lowered its estimates and emphasized valuation concerns as re…
Raymond James cut its price target on United Parcel Service Inc. (UPS) to $127.00 from $128.00 but kept a Strong Buy rating, saying recent strategic actions - including halving exposure to the company's largest customer and a U.S. network redesign - are creating near-term disruption while building structural cost leverage for a more profitable netw…
Raymond James raised its price target on First BanCorp (NYSE:FBP) to $26.00 from $25.00 and left its Outperform rating intact, citing robust fourth-quarter results driven by ongoing net interest margin (NIM) expansion. The firm pointed to favorable drivers including securities repricing, lower funding costs, and solid loan pipelines, while noting t…
Evercore ISI trimmed its price objective on Kimberly-Clark to $115 from $120 while retaining an "In Line" rating, pointing to growing competition in the U.S. diaper market and changes at major retailers that could shrink manufacturer margins. The company posted a modest Q4 2025 EPS beat, but competitive dynamics and shifts in retail relationships r…
Evercore ISI reduced its price target on Synchrony Financial (SYF) to $88 from $97 and kept an Outperform rating after cutting 2026 and 2027 EPS estimates. The revisions reflect anticipated higher expense run rates and larger retailer share arrangements as Synchrony accelerates investments, including for its Walmart partnership and AI initiatives. …
Evercore ISI has kept its In Line rating and $17.00 price target on American Airlines (AAL) following the carrier's fourth-quarter 2025 results. The quarter showed a weakened pre-tax margin, an earnings shortfall relative to analyst projections and a notable near-term revenue impact from a government shutdown. Management provided guidance for accel…
Evercore ISI has reiterated an Outperform rating on Amazon.com with a $335.00 price target, pointing to momentum in the company's grocery business driven by accelerated delivery options and a more defined physical presence via Whole Foods Market. Amazon is expanding Same-Day Delivery in 2026, rolling out 30-minute Amazon Now service, and consolidat…
Evercore ISI raised its price target on F5 Networks to $320 from $280 and kept an "In Line" rating after the company reported a stronger-than-expected December quarter. F5 delivered $822 million in revenue and $4.45 in EPS, outpacing several Street estimates, and reported notable gains in hardware and early-stage AI-related business. The company ra…
Mizuho upgraded Circle Internet Group (CRCL) from Underperform to Neutral and set a $77 price target, pointing to expanding use of Circle’s USDC stablecoin on prediction market Polymarket as a potential catalyst. The firm raised its forecasts for USDC in circulation for 2026 and 2027 while noting those estimates remain below consensus. Other analys…
Rothschild Redburn upgraded Visa from Neutral to Buy and raised its price target to $385 from $327, citing stronger prospects for network yields and value-added services in an agentic commerce environment. The firm increased its EPS forecasts for 2028 by about 10% and raised its WACC in response to growing regulatory scrutiny, while other major bro…
Rothschild Redburn lowered its rating on PayPal from Neutral to Sell and reduced its price target from $70.00 to $50.00, citing a competitive shift favoring card networks in a more fragmented 'agentic commerce' environment. At the same time, the firm raised EPS forecasts and price targets for Visa and Mastercard, reflecting expectations for stronge…
