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
Truist Securities reiterated a Buy rating and kept an $80.00 price target on Etsy as the e-commerce marketplace prepares to report fourth-quarter 2025 results. The firm anticipates results roughly in line with consensus, expecting year-over-year and sequential gains in Gross Merchandise Sales and revenue even as active buyer counts remain largely u…
Truist Securities has reiterated a Hold rating on Booz Allen Hamilton with a $98 price target as the firm weighs recent contract cancellations by the U.S. Treasury and a softer revenue performance against stronger-than-expected earnings per share. The Treasury’s action, tied to a historic tax data leak, affects a small portion of the company’s reve…
Truist Securities raised its price target for Gilead Sciences to $145 from $140 while retaining a Buy rating, citing updated launch guidance and stronger prescription trends for the company’s HIV drug Yeztugo. The move follows Gilead’s fiscal 2025 pre-report and adjustments to near-term commercialization expectations across several products, and co…
Truist Securities increased its price target on ASGN Inc. (NYSE: ASGN) to $60.00 from $50.00 while keeping a Buy rating, pointing to accelerating client demand for help integrating artificial intelligence into workflows. The firm flagged ASGN's expanding Commercial Consulting business - bolstered by the Quinnox acquisition - and potential Defense s…
Keefe, Bruyette & Woods raised its price target on Riot Platforms to $23.00 from $16.00 while keeping an Outperform rating, citing a 10-year, 25 MW lease with AMD at Riot’s Rockdale, Texas site and the resulting visibility into potential expansion up to 200 MW. The firm frames the move as early momentum for Riot’s shift toward high-performance comp…
Cantor Fitzgerald opened coverage of Fidelity National Information Services (FIS) with an Overweight rating and a price target of $72, implying more than 21% upside from the stock's recent level. The firm highlighted FIS’s broad market distribution and interconnected product set as enduring competitive strengths, while warning that trust with inves…
Truist Securities increased its price target on Nuvation Bio Inc to $13.00 from $11.00 and kept a Buy rating following the company’s fourth-quarter 2025 pre-report and a one-on-one meeting with management. The firm highlighted stronger-than-expected early uptake of Ibtrozi and the drug’s positioning in the ROS1 treatment landscape, while noting pot…
Cantor Fitzgerald initiated coverage of Corpay (NYSE: CPAY) with an Overweight rating and a $385 price target, citing the company’s advantaged fleet franchise and market-leading positions in cross-border payments/FX and Brazil tolls. The firm views disruption fears as overstated and models mid-to-high single-digit organic growth in Vehicle Payments…
Cantor Fitzgerald began coverage of Global Payments (NYSE:GPN) with a Neutral rating and an $80 price target. The research note points to the company’s transition to a pure-play merchant acquirer following the WorldPay acquisition and the sale of its Issuer Solutions business. Cantor Fitzgerald emphasized a 'divest and refresh' approach and used a …
Cantor Fitzgerald opened coverage of PayPal with a Neutral rating and a $60 price objective, saying the company’s recent strategic moves have begun to create a more diversified, profitable growth profile across its Branded services, payment service provider operations and Venmo. The firm’s valuation combines a 9x multiple on FY27 EPS of $6.56 and a…
Cantor Fitzgerald initiated coverage of Affirm Holdings Inc. (AFRM) with an Overweight rating and a price target of $85, implying roughly 24% upside from the stock's then-prevailing price of $68.71. The firm highlighted Affirm's rapid top-line expansion, a funding approach that limits balance-sheet exposure, and a partner network supporting global …
Cantor Fitzgerald initiated coverage of Automatic Data Processing (ADP) with an Overweight rating and a $306 price target, implying roughly 18.5% upside from a reference price of $258.17. The firm highlighted ADP's strategic transition from legacy payroll processing into human capital management (HCM) and professional employer organization (PEO) of…
Cantor Fitzgerald has launched coverage of Visa with an Overweight rating and a $400 price target, citing the company's entrenched market position alongside Mastercard, secular gains from the global shift to electronic payments, and opportunities to broaden its addressable market through Value-Added Services and New Flows. The price target reflects…
Cantor Fitzgerald began coverage of Western Union Co. (NYSE: WU) with an Underweight rating and a $9.00 price target, a level modestly below the stock's current quote of $9.50. The firm acknowledged management's operational improvements and aggressive buybacks, but highlighted structural disadvantages relative to digital-first rivals, regulatory an…
Cantor Fitzgerald launched coverage of Block Inc. (NYSE: XYZ) with an Overweight rating and a price target of $87, implying roughly 32% upside from the current share price of $65.90. The firm's thesis rests on Block's recent operational progress, new product initiatives and a proprietary lending engine, while acknowledging execution, competitive an…
Cantor Fitzgerald began coverage of Paychex assigning an Underweight rating and a $98 price target, signaling a projected 7.7% downside from the prevailing share price. The firm cites competition in the small and medium-sized business (SMB) market and macro pressures as key constraints on Paychex’s ability to materially accelerate organic top-line …
Cantor Fitzgerald opened coverage of Mastercard (NYSE:MA) with an Overweight rating and a $650 price objective, pointing to the company’s entrenched network advantages and opportunities from pricing and expanded services. The research note contrasts Mastercard’s role as a transaction facilitator with money transmission, saying that positioning help…
Cantor Fitzgerald launched coverage of WEX Inc. with a Neutral rating and a $158 price objective, a level that sits essentially in line with the current market price. The firm cited WEX’s strong positions in Mobility and Benefits, a reset of investor expectations after revised long-term targets, and active buybacks, while raising concerns about com…
Stephens increased its price target on Bank of Hawaii to $83 from $78 and maintained an Overweight rating following a stronger-than-expected fourth quarter. The move accompanies upward revisions to 2026 operating EPS and positive commentary on net interest margin and loan growth, while the bank reported robust deposit trends and continued dividend …
RBC Capital maintained a Sector Perform rating and a $67 price target on Polaris Industries (PII) following fourth-quarter results that beat revenue expectations, driven largely by shipment and mix improvements in the Off-Road Vehicle segment. Management issued 2026 guidance calling for low single-digit revenue growth, margin improvement and positi…
Stephens raised its 12-month price objective on Lakeland Financial to $66 from $64 while retaining an Equal Weight rating. The move follows a stronger-than-expected fourth-quarter 2025 report featuring an earnings beat, favorable revenue trends, no loan loss provision and a slightly stronger net interest margin. Management activity including share …
Argus upgraded its 12-month price objective for Monster Beverage to $95 from $90 and reaffirmed a Buy rating, highlighting the company’s ability to expand sales domestically and internationally, robust profitability and a strong balance sheet. The move joins a wave of analyst increases in recent weeks and underscores continued bullishness on energy…
Morgan Stanley reaffirmed an Overweight rating and a $299.00 price target on Snowflake Inc. (SNOW), citing robust demand trends even as the stock has fallen almost 20% over the past three months. The firm acknowledges investor anxiety around the potential magnitude of Snowflake’s fourth-quarter product revenue outperformance and the initial fiscal …
TD Cowen has repeated its Buy rating on American Airlines and kept a $19.00 price target following the carrier's fourth-quarter 2025 report. The price target implies roughly 30% upside from the recent $14.57 share price. American posted results below estimates but provided full-year 2026 guidance that tops consensus on adjusted EPS, while noting re…
Stephens reduced its price objective on Bank of Marin Bancorp (NASDAQ:BMRC) from $30.00 to $29.00 but retained an Overweight rating. The firm trimmed its 2026 operating EPS projection by 7% to $2.13, citing elevated expense growth partially offset by stronger loan growth assumptions. Recent company results showed a fourth-quarter operating EPS beat…
