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
Nvidia has invested $2.0 billion in CoreWeave at $87.20 per share, boosting its ownership to roughly 9.0%. Stifel retains a Hold rating on CoreWeave stock even as the company reports 235.4% revenue growth over the last year and trades at $98.31. The deal is expected to accelerate up to 200MW of capacity growth by 2030 within CoreWeave's 5GW AI Fact…
JPMorgan cut its price objective for Bullish (NYSE:BLSH) to $42 from $45 while retaining a Neutral rating in advance of the company's fourth-quarter 2025 earnings report scheduled for February 5. The bank modestly increased revenue and profitability forecasts for the quarter after updating its model, citing stronger-than-expected transaction revenu…
Cantor Fitzgerald reaffirmed an Overweight rating on Agilysys Inc (NASDAQ: AGYS) and set a $140 price target after the company reported stronger-than-expected quarterly revenue and raised implied Q4 FY2026 revenue guidance. The price target implies roughly 23% upside from the then-current share price. Agilysys delivered revenue above consensus, sho…
JPMorgan has reaffirmed a Neutral rating and a $175.00 price target on Biogen (BIIB) ahead of the company’s 2026 guidance and its fourth-quarter earnings release. The bank expects a measured ramp for Alzheimer’s therapy Leqembi in 2026 due to ongoing logistical challenges, while noting an anticipated late-May approval for subcutaneous induction tha…
JPMorgan has reaffirmed an Overweight rating on Walt Disney Co. and kept a $138.00 price target ahead of the company's fiscal first-quarter results due February 2, citing stronger segment-level results, franchise box-office success and an earlier-than-expected resolution of a carriage dispute. The firm raised certain operating and earnings estimate…
Scotiabank has initiated coverage of CGI Group Inc with a Sector Perform rating and a C$140.00 price objective. The bank cites the company’s exposure to discretionary IT spending in its Consulting business as the primary reason for a neutral stance, while noting valuation metrics that sit modestly above peer averages. CGI has also announced a globa…
JPMorgan has reaffirmed an Overweight rating on Protagonist Therapeutics (PTGX) and kept a $93.00 price target after a recent pullback in the stock. The firm points to royalty streams tied to Icotyde and rusfertide, an advancing oral IL-17 program and newly disclosed obesity initiatives as central to investor attention. Multiple analysts have also …
JPMorgan reiterated its Overweight rating and $96.00 price target on Vera Therapeutics (NASDAQ: VERA), signaling substantial upside from the stock's current trading level. The firm highlighted atacicept, Vera's lead candidate for immunoglobulin A nephropathy (IgAN), as well positioned in the B-Cell modulator space. The outlook is reinforced by an F…
JPMorgan reiterated an Overweight rating and a $215 price target for ServiceNow (NOW) after speaking with nine partners across the vendor's ecosystem. The bank's channel checks showed a mixed picture versus its prior quarterly survey - an improving outlook for the coming half-year but softer recent federal activity. Partners broadly reported ongoin…
JPMorgan’s Delta One Desk reports a marked rotation away from U.S. equity ETFs last week, with significant inflows into international developed and emerging market ETFs. Sector-level moves favored Materials, Energy, Financials and Healthcare, while Utilities and Consumer sectors saw outflows. Fixed income ETFs recorded above-average inflows led by …
IonQ, Inc. has agreed to acquire SkyWater Technology in a deal that values the foundry supplier at $1.8 billion in equity. The transaction, structured as $15 in cash plus $20 in IonQ stock per SkyWater share for a total of $35 per share, is expected to close in the second or third quarter of 2026 pending shareholder and regulatory approvals. The pu…
JPMorgan increased its price target for Baker Hughes to $60 from $53 and kept an Overweight rating after the company posted stronger-than-expected fourth-quarter results and showed diversified order strength in its Industrial & Energy Technology segment, led by Power Systems. Other banks have also raised targets following the quarterly beat and imp…
Scotiabank has begun coverage of Alithya Group Inc., giving the technology consultancy a Sector Outperform rating and a C$3.00 price target. The bank highlighted Alithya's U.S. organic revenue momentum, which now represents 50% of the company's mix and is growing at double-digit rates. Scotiabank's valuation places a CY2027E EV/EBITDA multiple of 5…
Citizens reiterated a Market Perform rating on Peloton Interactive (PTON) ahead of the company’s FY2Q26 earnings release, citing disciplined expense management that could bolster EBITDA while remaining cautious on near-term subscriber growth after recent price increases. Analysts tracked by InvestingPro expect Peloton to return to profitability thi…
Citizens has reaffirmed a Market Perform rating on Alexandria Real Estate Equities (NYSE: ARE) following the REIT's fourth-quarter report. Alexandria reported Core FFO of $2.16 per share, marginally above both Citizens' and consensus expectations of $2.14, and management confirmed full-year 2026 guidance first disclosed in December 2025. The compan…
Citizens has reaffirmed its Market Outperform rating and $34.00 price target on Sportradar Group AG (NASDAQ:SRAD), pointing to recent developments in the prediction markets arena - notably Polymarket's Authorized Gaming Operator status with Major League Soccer - as evidence that official data providers can play a central role in a nascent trading e…
Citizens has reaffirmed its Market Outperform rating and a $405.00 price objective for salesforce.com (NYSE:CRM), pointing to substantial momentum in the company's Agentforce business and continued strong financial metrics. The target implies roughly 76% upside from recent trading levels, while third-party data indicates Salesforce is trading below…
Evercore ISI has reaffirmed an Outperform rating on Texas Instruments with a $226 price target, implying roughly 15% upside from the current $196.59 share price. The research note cites investor underweighting in analog and microcontroller chips ahead of fourth-quarter earnings, the potential for data-center market share gains in 2026, and an upcom…
Raymond James has reiterated its view that Sunoco and SunocoCorp rank among the most attractive opportunities in its midstream coverage, pointing to near-term earnings strength from the Parkland acquisition and a $70 price target tied to recent upgrades. The firm forecasts adjusted EBITDA of about $680 million for fourth quarter 2025, aligns with c…
Evercore ISI reduced its price target on Altimmune to $22 from $25 while retaining an Outperform rating, following a comprehensive model revision since initiating coverage. The firm cites continued conviction in pemvidutide - a GLP-1/Glucagon candidate for metabolic dysfunction-associated steatohepatitis (MASH) - based on 24-week and updated 48-wee…
BTIG reiterated its Buy rating and $100.00 price target on Nike (NKE), representing roughly 54% upside from the current price of $64.99. The firm highlights a deliberate, multi-season recovery plan that prioritizes North America before refocusing on Greater China. Management changes across regions and the sale of RTFKT are additional elements of th…
Leerink Partners reduced its price objective for 10X Genomics (TXG) to $20.00 from $22.00 and kept a Market Perform rating, citing concerns that the company’s recently introduced Flex v2 kit - a lower-priced, more flexible offering - will pressure near-term pricing before any volume gains materialize. The call comes as TXG trades near its 52-week h…
Raymond James cut DigitalBridge Group Inc. (NYSE: DBRG) from Strong Buy to Underperform after SoftBank agreed to acquire the digital infrastructure firm for $16.00 per share in cash. The offer — described by Raymond James as underwhelming and at the low end of its expected range — has left many shareholders disappointed even as the transaction is e…
DA Davidson has increased its price target for Gold.com (NYSE: GOLD) to $53.00 from $45.00 and kept a Buy rating, citing higher spot prices for gold and silver, greater market volatility, widening retail-to-spot spreads and signs of growing unit demand. The new target is built on an 8x multiple of Gold.com's calendar 2027 EBITDA and follows a strin…
Jefferies increased its price objective on Deckers Outdoor to $105 from $102 and held a Hold recommendation, citing stronger-than-expected direct-to-consumer results for the HOKA brand. The firm nudged up its fiscal third-quarter EPS estimate and raised longer-term HOKA revenue projections, while other major brokers remain split in their views. Dec…
