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
Barclays has initiated coverage of Cytokinetics (NASDAQ: CYTK) with an Overweight rating and a price target of $87, implying roughly 36% upside from the stock's most recent price of $64.01. The start of coverage coincides with the commercial launch of Myqorzo and analyst attention on an ongoing Phase 3 trial in non-obstructive hypertrophic cardiomy…
JPMorgan has downgraded Coca-Cola FEMSA (KOF) from Overweight to Neutral and set a $100.00 price target, citing expectations of moderate consolidated growth through 2026 and 2027. The bank projects 5% top-line growth and 6% EBITDA growth for 2026, with a small margin expansion, while flagging a near-term decline in Mexican volumes linked to an exci…
BofA Securities increased its price target for Northrop Grumman (NOC) to $750 from $685 and kept a Buy rating, citing the contractor’s ability to navigate a changing defense landscape by combining decades of mission experience with newer commercial and agile capabilities. The firm trimmed near-term adjusted EPS estimates amid Mission Systems softne…
LVMH reported second-half 2025 results that outperformed analyst expectations on earnings before interest and taxes, while revenue trends were mixed across divisions. The company posted EBIT of €8.7 billion, slightly down year-over-year but notably ahead of consensus. Major brokerages responded with differing takes on valuation and near-term earnin…
Bernstein SocGen Group increased its price target for United Parcel Service Inc. (UPS) to $128 from $125 and retained an Outperform rating, citing improved margins driven by the removal of uneconomic Amazon-related costs. UPS is trading at $107.20 and sits slightly below a fair value assessment; analyst targets span $75 to $130. The firm outlined n…
Morgan Stanley raised its price target on Seagate Technology to $468 from $372 and kept an Overweight rating after the storage supplier reported better-than-expected quarterly results and provided margin guidance that exceeded market expectations. The bank highlighted improving supply-demand dynamics for hard disk drives, rising adoption of higher-…
RBC Capital downgraded Banco Bilbao Vizcaya Argentaria SA from Outperform to Sector Perform while nudging up its price target to EUR19.75 from EUR19.25. The move comes after BBVA delivered a 138% price return over the past year and trades near a 52-week high, prompting RBC to flag valuation as a cap on further upside. The bank faces a mixed backdro…
Baird reduced its rating on Array Technologies (NASDAQ: ARRY) from Outperform to Neutral and set a $11.00 price target, pointing to a steep share-price appreciation that has outpaced the broader market. While the firm expects bookings to remain healthy through 2026 driven by a substantial backlog, it flagged the risk that increased competition coul…
Citizens cut Portfolio Recovery Associates (NASDAQ:PRAA) from Market Outperform to Market Perform, pointing to a portfolio yield that does not cover cash operating expenses and funding costs. The firm projects it could take more than three years for the company to reach a break-even purchase price multiple and gross yield, dependent on operational …
BofA Securities raised its price target on Seagate Technology to $450 from $400 while keeping a Buy rating, following better-than-expected fiscal second-quarter results and guidance that exceeded both BofA and Street estimates. The firm pointed to robust AI and datacenter demand, tight supply-demand dynamics lifting pricing, and favorable margin tr…
Morgan Stanley lowered its 12-month price target for Qorvo Inc. to $84 from $110 while keeping an Equalweight rating. The adjustment reflects growing pressure in Qorvo’s mobile business - notably share losses tied to upcoming iPhone models and a faster-than-expected withdrawal from low-tier Android devices - despite a better-than-expected third qua…
Kepler Cheuvreux cut its price objective for LVMH to €680 from €690 while retaining a Buy recommendation. The firm reduced its adjusted EPS forecasts by about 4% on average for 2026-2028, attributing the move to higher taxes, rising financial costs, and stronger foreign exchange headwinds. LVMH delivered results Kepler described as reassuring for 2…
Jefferies downgraded BJ’s Wholesale (BJ) from Buy to Hold and cut its price target to $90 from $120, pointing to increased execution and margin risk as the company expands into more competitive markets. The firm forecasts lower comparable-sales growth through 2028 and says the outlook will constrain multiple expansion. Other analysts show mixed rea…
KeyBanc Capital Markets upgraded Nextpower (NASDAQ:NXT) from Sector Weight to Overweight and set a $142.00 price objective, implying roughly 34% upside from the current $105.91 share price. The firm highlighted expanding exposure to higher-value, less commoditized solar balance-of-system products, healthy margins, a debt-free balance sheet and grow…
JPMorgan raised its price target for Nextpower (NASDAQ:NXT) to $125 from $110 and maintained an Overweight rating after the company reported fiscal third-quarter results that outpaced expectations. The solar equipment maker delivered an EPS beat and stronger-than-forecast revenue, recorded robust bookings and backlog, and announced a $500 million s…
TD Cowen raised its target on General Motors to $122 from $110 and kept a Buy rating after the automaker’s robust fourth-quarter showing. The firm highlighted upside to 2026 guidance, a pathway to about $16 billion in EBIT next year and strengthening software revenue as reasons for the move. GM’s recent earnings topped EPS expectations but missed r…
TD Cowen has upgraded Bank of Montreal (BMO) from Hold to Buy and increased its price objective to C$209 from C$184. The move rests on the brokerage's favorable read of BMO's target to reach a 15% return on equity by the end of 2027 and a forecasted 300 basis-point rise in ROE over the next two years, supported by U.S. margin expansion, loan growth…
Leonardo DRS has landed a subcontract to supply infrared mission payloads for the Space Development Agency's Proliferated Warfighter Space Architecture Tracking Layer Tranche 3 program. BTIG analyst Andre Madrid has reaffirmed a Buy rating with a $50.00 price target. The award ties into a larger roughly $3.5 billion prime award package for 72 satel…
UBS bumped its target on Alkermes to $47 from $46 and kept a Buy rating after updating a pro-forma model that incorporates Alkermes' pending acquisition of Avadel Pharmaceuticals. The bank highlights potential EBITDA upside and strategic benefits to Alkermes' Sleep franchise, along with upcoming clinical readouts and a recent FDA Breakthrough Thera…
BofA Securities lowered its price target for Ferrari (RACE) to $360 from $415 while retaining a Buy recommendation ahead of the automaker's fiscal 2025 earnings report. The stock is trading near its 52-week low after a significant six-month decline. BofA pared estimates on weaker pricing assumptions and a recalibrated product mix reflecting higher …
Roth/MKM upgraded Energy Fuels (UUUU) from Sell to Neutral, citing positive near-term catalysts and improving uranium market sentiment. The firm increased its price target to $15.50 from $13.00 but noted that this target remains below the company’s recent trading level. Energy Fuels has reported sizeable production and strategic expansion moves, in…
Piper Sandler has begun coverage of Shattuck Labs (NASDAQ:STTK) with an Overweight rating and a $15.00 price target, signaling substantial upside from the current share price. The firm pointed to Shattuck’s SL-325, a Phase 1 DR3 monoclonal antibody aimed at inflammatory bowel disease, as the primary driver of its positive view while noting strong p…
Korro Bio (KRRO) saw Jones Trading reaffirm a Hold rating after the company's Virtual Analyst Day. The stock, trading at $10.74 and up sharply over the past week, is viewed as trading below InvestingPro Fair Value. Management outlined KRRO-121, an RNA editing approach targeting ammonia detoxification via stabilization of Glutamate Synthetase, with …
Piper Sandler raised its price target on Sysco to $83 from $80 while retaining a Neutral rating following the company's fiscal Q2 2026 results. Sysco reported modest overall U.S. Foodservice case growth, a return to positive local case growth, and quarterly results that slightly exceeded expectations. Management signaled confidence in pushing guida…
Piper Sandler raised its one-year price target for Sysco to $83 from $80 after the company reported fiscal Q2 2026 results that included a return to positive U.S. Local case growth. The firm kept a Neutral rating. Sysco posted modest case growth, slightly beat revenue and EPS forecasts for the quarter, and signaled guidance toward the top of its fi…
