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
JPMorgan moved Western Alliance Bancorporation from Overweight to Neutral while nudging its price target to $105 from $100. The firm still expects strong EPS and tangible book value growth in 2026, but flagged mounting upside risk to Earnings Credit Rate (ECR) deposit costs after multiple upward guidance revisions in 2025 and a higher 2026 ECR cost…
Morgan Stanley upgraded Johnson & Johnson from Equalweight to Overweight and raised its price target to $262 from $200, citing improved confidence in the company’s forward growth and the clearing of uncertainty tied to Biopharma MFN agreements. The bank now forecasts 2026-2030 revenue and EPS compound annual growth rates of roughly 5.5% and 12%, re…
Evercore ISI increased its price target on Seagate Technology (STX) to $450 from $330 and maintained an Outperform rating after the company posted fiscal Q2 results that beat analyst estimates. Seagate reported revenue of $2.83 billion and EPS of $3.11, driven by a 21.5% revenue rise and an exabyte shipment gain of 26% year-over-year to 190 exabyte…
TD Cowen raised its price target on Boeing to $270 from $260 and kept a Buy rating after the company reported a mixed fourth quarter. The firm cited strong Boeing Commercial Airplanes deliveries but also noted a $565 million KC-46-related charge. Boeing beat fourth-quarter earnings and revenue expectations, reaffirmed a long-term free cash flow tar…
BMO Capital raised its 12-month price target on United Parcel Service Inc. (UPS) to $110 from $105 while keeping a Market Perform rating after the company posted fourth-quarter 2025 results that beat consensus. UPS reported stronger U.S. Domestic performance and delivered EPS and revenue above analyst forecasts. Despite the upside, BMO highlighted …
Mizuho upgraded Applied Materials from Neutral to Outperform and raised its price target to $370 from $275, citing accelerated capital expenditure in key markets and steeper wafer fabrication equipment (WFE) growth in 2026 and 2027. The move adds to a wave of bullish analyst revisions for the company as industry spending patterns and geographic rev…
Stifel reduced its rating on Roper Technologies from Buy to Hold and lowered its price target to $385 from $550 after the company reported weaker-than-expected fourth-quarter results. The stock fell roughly 10% on the news and now trades below Stifel's revised target. Stifel cited softness at several business units and flagged execution and valuati…
Barclays has reaffirmed an Overweight rating on Ultragenyx Pharmaceutical (RARE) and set a $44.00 price target, implying roughly 79% upside from the company's then-current share price of $24.61. The decision accompanies preliminary unaudited 2025 revenue that outperformed prior guidance, while pipeline developments include both a failed pivotal pro…
BTIG has lowered its price target on Synchrony Financial (SYF) to $96 from $100 while retaining a Buy rating, following the lender's 2026 guidance. The analyst adjustment reflects higher expense assumptions and reduced loan-growth expectations, even as BTIG describes the stock's post-guidance sell-off as "overly draconian." Synchrony met fourth-qua…
Texas Capital Securities initiated coverage of NANO Nuclear Energy (NASDAQ:NNE) with a Buy rating and a $49.00 price target, signaling roughly 40% upside from the stock's quoted price of $35.11. The research note underscores the firm's KRONOS MMR microreactor as a distinguishing technology - described as "walk-away safe" and capable of operating wi…
Clear Street has lifted its 12-month price objective for Korro Bio Inc. (KRRO) to $10 from $7 while retaining a Hold recommendation. The firm based the revision on insights from Korro Bio's Analyst Day and a renewed focus on KRRO-121, a preclinical candidate intended to treat hyperammonemia by stabilizing glutamine synthetase. The stock is trading …
Texas Capital Securities opened coverage of NuScale Power (NYSE: SMR) with a Buy rating and a $23.00 price target, implying nearly 20% upside from the quoted $19.20 share price. The research note highlights NuScale’s NRC-approved small modular reactor design, use of widely available low-enriched uranium, and modular deployment architecture, while a…
Mizuho increased its price target for General Motors (GM) to $105 from $100 and kept an Outperform rating. GM reported mixed fourth-quarter 2025 results with revenue slightly below consensus and EPS below consensus on one measure but above another forecast, while offering 2026 guidance that surpassed analyst expectations. The company posted a stron…
Texas Capital Securities opened coverage of Oklo (NYSE:OKLO) with a Buy rating and a $138.00 price target. The firm highlights Oklo's Aurora sodium-cooled fast neutron reactor and complementary technologies as the core investment thesis. Market data show a sizable market capitalization but negative trailing earnings, and InvestingPro flags potentia…
Morgan Stanley has reduced its price objective for Birkenstock Holding plc to $47 from $57 while holding an Equalweight rating. The new target implies more than 22% upside from the current share price and arrives as the company approaches its Command Day and an upcoming earnings release. Analysts remain mixed, citing strong margins and financial me…
Mizuho has reduced its price target on Brown & Brown to $84 from $90 and kept a Neutral rating as it trims 2026-27 EPS estimates. The firm pointed to a mix of property-and-casualty pricing headwinds, personnel-related market share loss, and weaker flood claim revenues as contributors to slower near-term revenue growth and margin pressure. Separatel…
Freedom Capital Markets initiated coverage of FormFactor (FORM) with a Hold rating and a $64 price target, pointing to the company’s close ties with Western chipmakers, IP-rich product set and exposure to AI-driven chip demand. The firm balanced those strengths against a steep share-price run and ongoing industry headwinds, while third-party data s…
Oppenheimer downgraded Roper Industries (NASDAQ:ROP) from Outperform to Perform and withdrew its price target following mixed fourth-quarter results and conservative fiscal 2026 guidance. The firm flagged ongoing challenges across several Roper business units, trimmed revenue and EPS forecasts, and said the company must show higher organic growth t…
TD Cowen increased its price objective on RTX Corp. to $225 from $210 while keeping a Buy rating, following what the firm described as strong fourth-quarter results. The new target implies a 25 times EV/EBITDA multiple on RTX’s estimated calendar year 2026 results. The stock, trading near its 52-week high, posted quarterly earnings and revenue abov…
Vertical Research Partners raised its price target for RTX Corp. to $227 from $219 and kept a Buy rating after the company reported stronger-than-expected fourth-quarter results. The firm cited an improved free cash flow outlook, modest upward revisions to adjusted EPS for 2026 and 2027, and the offsetting strength of RTX’s defense business as reas…
Wedbush has reiterated an Outperform rating and a $340.00 price target on Amazon after the company said it will close its Amazon Fresh and Amazon Go storefronts to redirect investment toward growth initiatives. The move is intended to strengthen Amazon's position in perishables and accelerate expansion of its Whole Foods footprint while the company…
Vertical Research Partners raised its price target on Northrop Grumman to $688 from $625 and held a Hold rating after the company’s fourth-quarter results. The firm described the quarter as "fine" but said the results mark a watershed for the U.S. defense sector as contractors increase capital spending and internal R&D. Vertical Research trimmed it…
Vertical Research Partners raised its price target for Boeing to $281 from $250 while maintaining a Buy rating, citing signs of operational stabilization and progress on strategic portfolio items. The new target implies roughly 15% upside from the stock's recent price. The firm noted management's focus on building a foundation for 2025 and pointed …
Raymond James has reaffirmed a Strong Buy rating on Union Pacific (UNP) with a $275 price target, pointing to network improvements, tighter transportation planning and CEO operational emphasis as drivers of improved profitability and reliability. The firm also described the company’s proposed acquisition of Norfolk Southern (NSC) as potentially tra…
Truist Securities lowered its price objective for Brown & Brown (NYSE: BRO) from $105.00 to $100.00 but left its Buy recommendation intact. The revision follows a reduction in Truist's 2026 EPS forecast to $4.55 from $4.75, reflecting expected weaker organic growth and some topline pressure related to personnel losses at Howden. Truist also flagged…
