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.
3,518 total articles
TD Cowen reduced its price target on Alphatec Holdings (ATEC) from $27.00 to $20.00 while leaving its Buy rating intact. The cut - a 26% reduction from the prior target - comes amid questions about the premium investors should pay for a high-growth spine surgery company, even as Alphatec posts strong revenue gains and guidance that beats consensus.…
Freedom Capital Markets has increased its 12-month price objective for Johnson & Johnson to $220 from $190 while retaining a Hold recommendation. The firm pointed to consecutive revenue beats in 2025, strength in Innovative Medicine and MedTech, and potential regulatory and label catalysts, but noted valuation multiples are close to historical high…
Stifel has lowered its price target for Etsy to $62 from $65 while maintaining a Hold rating. The brokerage cited improving monthly active user trends for both the core Etsy app and Depop but left its financial estimates unchanged. Etsy is trading at $57.83 and is below its Fair Value amid recent volatility. Separately, the company authorized up to…
Stifel has reduced its 12-month price target for Life360 to $76 from $92 while keeping a Hold rating, citing monthly active user (MAU) trends as the main pressure point. The move follows the company's preliminary fourth-quarter results and management guidance for 20% MAU growth in 2026, which exceeds Street estimates. Other firms remain divided, wi…
Stifel has reduced its 12-month price objective for DoorDash Inc. (NASDAQ: DASH) from $253 to $224 while maintaining a Hold rating. The revised target still sits above DoorDash's then-current share price of $207.55, though InvestingPro valuation metrics indicate the stock is trading near fair value. Stifel's cut reflects caution around the financia…
Stifel raised its price target for Amazon.com to $300 from $295 and kept a Buy rating, pointing to gains in the company’s advertising business, a healthy fourth-quarter e-commerce backdrop and continued strength in AWS. The revised target implies roughly 24% upside from Amazon’s current price of $241.10 and comes ahead of the company’s Q4 results d…
Stifel reduced its price target on Instacart (NASDAQ:CART) to $46.00 from $49.00 on Tuesday while keeping a Buy rating. The new target aligns with InvestingPro's Fair Value assessment and implies upside from the stock's current trading level of $37.85. Stifel cited ongoing competitive pressures but left its financial estimates unchanged, projecting…
Stifel lowered its 12-month price target for Uber Inc. to $105 from $122 while maintaining a Buy rating. The new target still implies meaningful upside from Uber's trading level of $80.75, and the firm left its financial estimates unchanged, framing the move as a valuation reset rather than a change in performance expectations. Stifel highlighted t…
Freedom Capital Markets lowered its recommendation on SLB from Hold to Sell while nudging its price target up to $48 from $47. The downgrade follows Schlumberger's weak fourth-quarter 2025 results, including a 15.2% year-over-year decline in adjusted EPS and a modest gross profit margin, and reflects concerns that tepid global drilling activity wil…
BWS Financial has launched coverage of American Axle & Manufacturing (AXL) with a Buy rating and a $17 price objective, citing the company’s pending merger with Dowlais Group plc as a strategic move that should broaden customer exposure and expand product and geographic reach. The firm highlights recent margin-focused bidding changes that compresse…
Mizuho raised its price target on Seagate Technology to $400 from $370 while retaining an Outperform rating, pointing to artificial intelligence demand as a key driver of higher average selling prices in the hard disk drive market. The firm bases the new target on 26 times fiscal 2027 EPS and highlights third-market pricing showing quarter-over-qua…
Bernstein has reiterated its Outperform rating on Figure Technology (NASDAQ:FIGR) and set a $72.00 price target, implying roughly 15% upside from the current share price of $62.49. The firm named Figure its "top pick for 2026," citing the company’s focus as a "pure play tokenization platform for credit," and highlighted new product development and …
Bernstein SocGen Group reiterated an Outperform rating on SanDisk (SNDK) and set a $580 price target, signaling potential upside from the current share price. The firm pointed to an "unprecedented NAND upcycle" driven by AI workloads and constrained supply, while several other brokerages have also raised price targets or adjusted coverage amid stro…
Mizuho has increased its price objective for Western Digital Corp. to $265 from $240 and kept an Outperform rating, pointing to artificial intelligence-driven demand as a catalyst for higher nearline hard disk drive average selling prices. The move comes amid a broader wave of analyst upgrades and price-target raises, while the stock has already ra…
Mizuho Capital Markets on Tuesday raised its price objective for SanDisk (SNDK) to $600 from $410 and kept an Outperform rating, pointing to constrained NAND wafer capacity and accelerating AI server demand as drivers of sharply higher pricing and improved margins into 2026 and beyond. Other analysts and ratings agencies have also adjusted targets …
Bernstein SocGen Group has increased its price objective for Regeneron Pharmaceuticals to $916 from $911 while keeping an Outperform rating ahead of the company’s imminent quarterly report. The firm pointed to improving dynamics for Regeneron’s Eylea HD product and anticipates stronger performance in 2026 driven by regulatory approvals and product …
Mizuho raised its price objective on Micron Technology to $480 from $390 and maintained an Outperform rating, citing robust pricing momentum in legacy DRAM and NAND markets. The firm projects large year-over-year NAND price gains in 2026 and 2027 amid limited wafer capacity additions and rising AI server demand. Micron shares trade near a 52-week h…
Bernstein raised its price objective for Ryanair to $71 from $69 while retaining a Market Perform rating, pointing to modest improvements in revenue and cost metrics. Ryanair reported a 1.1% year-over-year increase in RASK and a 0.8% rise in CASK, benefitting from lower fuel expenses. The airline also announced plans to grow passenger traffic and t…
Bernstein SocGen Group reiterated an Outperform rating and set a $395.00 price target on Eaton Corporation (NYSE: ETN) following the company’s announcement to separate its Mobility businesses into a standalone public company. The Mobility segment contributes roughly $3.1 billion in revenue and $500 million in segment EBITDA; Eaton says the spin-off…
DA Davidson analyst Gil Luria says Microsoft’s Azure is outpacing Google Cloud Platform and Amazon Web Services in growth, but Microsoft shares trade near the low end of their historical multiple range, creating a potential valuation gap with peers. The firm also outlines expectations for Meta, Apple and Amazon, and notes a series of analyst target…
DA Davidson reiterated a Buy rating on Crane (NYSE: CR) with an unchanged price target of $235 following quarterly results that outperformed its internal model. The company delivered operating EPS ahead of expectations, posted growth in core orders and backlog, completed strategic acquisitions, and outlined a planned CEO succession, while maintaini…
DA Davidson has reaffirmed a Buy rating on CoreWeave (NASDAQ:CRWV) with a $110 price target following the company’s widened partnership with NVIDIA and a $2 billion equity investment. The move comes as CoreWeave signals an aggressive buildout of over 5 gigawatts of capacity by 2030, alongside rapid revenue growth, though near-term liquidity pressur…
DA Davidson raised its price target on Bank of Hawaii to $81 from $73 while keeping a Neutral rating, citing better-than-expected net interest margin momentum that led to more than a 10% increase in its 2026 and 2027 earnings projections. The bank’s shares have moved higher, and a separate analyst at Stephens also raised its target following strong…
Truist Securities reaffirmed a Buy rating and $9 price target for MannKind (MNKD), highlighting an FDA-approved label update for Afrezza that clarifies starting mealtime dosing for patients switching from subcutaneous insulin. The firm models Afrezza peak sales of $171 million and calls the label revision an incremental positive for broader adoptio…
Truist Securities reaffirmed a Hold rating and an $18.00 price target on VF Corp, noting a recent modest shift in investor sentiment and mixed brand-level trends. The stock is trading above the target at $20.01 after a near 60% six-month rally, while valuation metrics remain elevated. Other brokerages have moved price targets in both directions, re…
