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
Evercore ISI has reaffirmed an Outperform rating on ASML with a EUR 1,300 price objective as the semiconductor equipment supplier prepares to report quarterly results. The firm flagged a cautious near-term setup given the stock's strong year-to-date run, but noted constructive fundamentals including conservative Street 2026 revenue assumptions, rec…
Raymond James has reiterated an Outperform rating on FirstSun Capital Bancorp (NASDAQ:FSUN) and set a $44.00 price target following the bank's fourth-quarter 2025 results. The firm highlighted stronger-than-expected net interest margin and fee income as the primary drivers of the beat, while noting modest operational execution requirements tied to …
Truist Securities reduced its price target for W.R. Berkley to $80 from $84 and retained a Buy rating. The firm trimmed its 2026 EPS forecast and removed 50 basis points of assumed favorable development in the Insurance segment, while setting a new 2027 earnings projection. Market metrics and other analysts' reactions underscore a mixed reception t…
BofA Securities has reiterated a Buy rating on Pinterest Inc with a $39.00 price target ahead of the company’s fourth-quarter report. The firm’s forecast is consistent with analyst price targets that span $21 to $45 and a consensus Buy score of 1.62. BofA’s model anticipates modest beats to revenue versus consensus for both Q4 and the first quarter…
Piper Sandler trimmed its price objective for UnitedHealth Group to $396 from $417 while keeping an Overweight rating, pointing to persistent funding headwinds in Medicare Advantage. The firm preserved a 20x multiple in its model but lowered projected adjusted EPS for 2027, and highlighted company guidance and recent Q4 2025 results as focal points…
Pinterest Inc. reported a global restructuring plan that will cut less than 15% of its workforce and reduce office space, prompting an approximate 8% drop in the stock and extending a six-month decline to about 31.7%. The company expects $35 million to $45 million in pretax restructuring charges, mainly cash, and plans to refocus headcount and inve…
BofA Securities raised its price target on HCA Healthcare to $540 from $485 and left its rating at Neutral. The change reflects the firm's read of HCA's 2026 guidance, which projects modest growth and excludes potential Supplemental Directed Payment receipts that could materially boost results. HCA reported a fourth-quarter earnings beat on EPS but…
Amazon said in a company blog post that it is intensifying its efforts in online grocery delivery while increasing its Whole Foods footprint. The move drew scrutiny from Mizuho, which noted Amazon has yet to find a distinctive in-store grocery experience and an economic model for broad expansion. Walmart shares slid the most among grocery retailers…
Roth/MKM raised its price objective on USA Rare Earth Inc. to $35 from $25 while keeping a Buy rating, reflecting a comprehensive financing package that includes favorable U.S. government debt and equity backing plus a concurrent $1+ billion PIPE. The new target implies roughly 35% upside from the current $25.93 share price, though third-party data…
Baird raised its price target on Intellia Therapeutics to $7.00 from $4.00 following the FDA's removal of a clinical hold on the MAGNITUDE-2 Phase 3 study for nex-z in hereditary ATTR amyloidosis with polyneuropathy. The research house maintained a Neutral rating, citing ongoing commercial uncertainty that it says will constrain share appreciation …
BNP Paribas Exane lowered its price target for Charter Communications to $160 from its prior level while retaining an Underperform rating. The firm pointed to intensifying competition from fixed wireless access (FWA) and fiber, and noted that Charter did not implement expected broadband rate hikes in Q1 2026. The research house now forecasts declin…
BNP Paribas Exane cut its price target on Comcast to $28 while keeping a Neutral rating, pointing to growing pricing competition across the cable sector. The firm reduced ARPU growth forecasts for Comcast and expects larger declines for Charter in 2026 amid rising fixed wireless access and fiber penetration. Charter has recently taken on fresh debt…
Wolfe Research raised its price objective on Corning to $130 from $100 and kept an Outperform rating after the company announced a multiyear supply deal with Meta. The agreement, analyzed by Wolfe, could drive Corning's revenue from Meta from roughly $400 million to about $1 billion annually and is linked to a potential $6 billion commitment. The m…
Pinterest disclosed a global restructuring that will trim headcount by less than 15% and reduce office footprints, with the process expected to finish by the end of the third quarter of 2026. The company anticipates pre-tax charges of $35-45 million, mainly cash costs, and plans to reallocate spending to AI-focused roles, AI-powered products and a …
Mizuho has maintained an Outperform rating and a $97.00 price target for Corning (NYSE:GLW) following the company's announcement of a multiyear fiber-optic supply agreement with Meta. The contract, disclosed by Corning as potentially worth up to $6 billion and possibly spread over five years, joins strong third-quarter results and fresh analyst sup…
Wolfe Research has reiterated an Outperform rating and a $260.00 price target for Boeing following the company’s fourth-quarter report. Boeing reported $375 million of free cash flow in Q4, revenue of $23.9 billion, and a backlog that rose to $682 billion. While certain programs and supply-chain charges weighed on segment profitability, asset sales…
SK Telecom shares climbed sharply after investors recalibrated the worth of the company’s 2023 investment in AI developer Anthropic. The stock gained 12% to reach $26.93, clearing its prior 52-week peak, as analysts and market participants assessed the possible valuation uplift from Anthropic’s rising implied worth and the implications for sharehol…
Morgan Stanley reaffirmed an Equalweight rating and an $81 price target on Arrowhead Pharmaceuticals (ARWR), signaling roughly 19% upside from the current share price of $67.94. The bank highlighted ongoing progress in the ARO-DIMER-PA program and reiterated that Phase 3 SHASTA-3/4 studies of Redemplo (plozasiran) remain the primary 2026 catalyst f…
Roth/MKM raised its price target for Alphabet to $365 from $310 and left its Buy rating intact ahead of Alphabet’s fourth-quarter earnings. The firm highlighted multiple potential catalysts in the first half of 2026 - including TPU chip partnerships, Waymo city launches, progress on the Gemini app and likely news around Gemini 4.0 - while noting th…
UBS raised its price target on Teck Resources to C$90 from C$80 and kept a Buy rating, pointing to the company’s copper-heavy earnings mix, expected production increases through 2030 and a solid liquidity position. The firm highlights valuation upside relative to peers even after recent share gains. The proposed merger with Anglo American remains a…
TD Cowen raised its price target for Cardinal Health to $233 from $225 and affirmed a Buy rating, pointing to an increased guidance above $10 per share and what it views as largely de-risked fiscal second-quarter results. The stock trades below the new target and near its 52-week high, while several analysts have nudged up fiscal 2026 EPS estimates…
TD Cowen has reaffirmed a Sell rating and a $70 price target on Roblox Corp. after its January 2026 parent survey showed an increase in parents imposing time and spending limits on the platform. The research house warned these restrictions could pressure engagement metrics. Roblox shares are trading near $72.53, and the company is due to report ear…
Truist Securities has reiterated a Buy rating on Cytokinetics with an $84.00 price target — implying roughly 28% upside from the stock's prevailing price of $65.64. The firm points to growing clinical preference for Myqorzo (aficamten) versus Bristol Myers Squibb's Camzyos among new hypertrophic cardiomyopathy patient starts, and it says positive k…
Freedom Capital Markets raised its rating on Netflix from Hold to Buy even as it slashed the firm’s price target to $104 from $1,070. The action comes after Netflix reported Q4 FY2025 results that beat consensus across key metrics, including subscriber expansion and advertising growth, but management issued cautious forward guidance and signaled hi…
TD Cowen raised its price objective on Option Care Health to $37 from $27 and kept a Hold rating, citing the company’s preliminary 2026 guidance and stronger-than-expected adjusted EBITDA outlook. Other brokerages have also adjusted targets and ratings following preliminary fourth-quarter results and updated cash-flow forecasts tied to strategic in…
