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
Needham upgraded Analog Devices (ADI) from Hold to Buy and raised its target to $400 after the company reported robust fiscal first-quarter 2026 results and provided Q2 guidance that topped expectations. The firm based the new price objective on a 30x multiple of calendar year 2027 non-GAAP EPS estimates. Shares have climbed sharply since ADI's fou…
Keefe, Bruyette & Woods upgraded Neptune Insurance Holdings (NYSE: NP) to Outperform from Market Perform and set a $25.00 price target, citing a Q4 adjusted EBITDA beat driven by stronger revenues. Neptune reported $26 million in adjusted EBITDA for the quarter vs. estimates and consensus of $24 million, and management nudged fiscal 2026 revenue an…
Benchmark launched coverage on Lear Corp. (NYSE: LEA) with a buy rating and a $170.00 price target, highlighting the company's exposure to rising vehicle content and stable cash flows from seating operations. The recommendation accompanies a robust fourth-quarter 2025 report in which Lear exceeded EPS and revenue estimates.
Deutsche Bank upgraded Truecaller AB from Hold to Buy while cutting its price target from SEK21 to SEK15. The bank also reduced its EBITDA forecasts for fiscal 2026 and 2027 to levels materially below consensus, but said the stock now reflects existing negative factors including concerns about a major programmatic advertising partner and a stronger…
Scotiabank downgraded HF Sinclair to Sector Perform from Sector Outperform and cut its price target to $53 from $62, citing uncertainty tied to the CEO's voluntary leave and an Audit Committee review of the company's disclosure practices. The move follows limited management clarification on an investor call, and comes as HF Sinclair reported mixed …
Daiwa Securities upgraded Verizon Communications to Buy from Outperform and raised its price target to $58 from $48, highlighting a shift from subscriber losses to net gains in postpaid phone additions, a robust dividend yield, and a relatively low valuation versus peers. Other firms have also adjusted targets after Verizon's strong quarter, while …
Daiwa Securities upgraded T-Mobile US to Outperform from Neutral and increased its price target to $240 from $230, reflecting roughly 12.5% upside from the stock's prevailing price of $213.25. The firm justified the move by pointing to T-Mobile's leading growth profile in the wireless sector, while acknowledging the stock's premium valuation relati…
Needham has reaffirmed a Buy rating and a $47.00 price target on Global-E Online Ltd. (NASDAQ: GLBE) following the company’s fourth-quarter 2025 results. The stock, trading at $34.81, is flagged as undervalued by InvestingPro fair-value analysis. Management reported a quarter of accelerating gross merchandise volume (GMV) growth, beat expectations …
Oppenheimer trimmed its price objective on Insulet Corporation to $300 from $365 while keeping an Outperform rating after the company posted robust fourth-quarter revenue and issued fiscal 2026 guidance. Insulet beat top-line estimates, guided to 20-23% revenue growth for fiscal 2026, and continues to rely on its O5 patch pump leadership and expans…
Oppenheimer increased its price target on Clean Harbors (CLH) to $300 from $283 while retaining an Outperform rating after the company posted Q4 2025 results that exceeded consensus and provided FY2026 guidance above Street expectations. Management highlighted a multi-year path to higher Environmental Services margins and announced a range of capit…
Evercore ISI placed Dell Technologies on its TAP Outperform List ahead of the company’s January quarter earnings scheduled for February 26, citing better-than-consensus revenue and EPS expectations driven by demand across PCs, servers and AI compute. The move follows multiple analyst actions and dovetails with recent company metrics including AI or…
Cantor Fitzgerald has initiated coverage of Surrozen Inc. (NASDAQ: SRZN) with an overweight rating and a $40 per-share price target. The firm highlighted Surrozen's intellectual property in Wnt biology and its development of complex Wnt-based molecules for retinal indications. Cantor Fitzgerald modeled peak, probability-adjusted sales for SZN-8141 …
BofA Securities upgraded Dentsply Sirona Inc. (XRAY) from Neutral to Buy and increased its price target to $17 from $13, citing an improved risk/reward profile ahead of the company’s expected 2026 guidance. The bank values the company at 15 times estimated 2026 EPS of $1.15, and says the stock, trading near $12.49, appears undervalued. BofA also hi…
Stephens cut its rating on Cheesecake Factory to Equal Weight from Overweight while retaining a $65 price target, pointing to limited upside at current levels given elevated valuation after a roughly 27% year-to-date rally. The restaurant operator delivered fiscal Q4 2025 results that beat consensus on revenue and adjusted EPS, but same-store sales…
HSBC upgraded QuantumScape (NASDAQ: QS) from Reduce to Hold and set a new price target of $8.30, down from $10.50. The move follows the company meeting several 2025 operational milestones, including the integration of Cobra into cell production and shipments of Cobra-integrated QSE-5 cells, even as investors have punished the stock amid broader con…
Wells Fargo launched coverage of AxoGen, Inc. (NASDAQ: AXGN) with an overweight rating and a $40.00 price target, implying roughly 13% upside from the current share price of $35.25. The bank highlighted AxoGen's exclusive focus on peripheral nerve repair and its lead off-the-shelf biologic graft product, Avance, as core advantages. The company is e…
TD Cowen has started coverage of GRAIL, Inc. (NASDAQ: GRAL) with a Hold rating and a $114 price target, reflecting an 11% potential upside from the stock's then-current price of $102.28. The firm's diligence — including calls with key opinion leaders, surveys, and literature reviews — supports a positive view of the multi-cancer early detection mar…
UBS raised its recommendation on XL Axiata to Neutral from Sell while trimming its price target to IDR3,300 from IDR3,600. The bank cites stretched valuation metrics and the need for clearer merger synergy evidence before earnings momentum emerges, even as pricing trends and ARPU gains show improvement.
Canaccord Genuity has initiated coverage of Kiniksa Pharmaceuticals Inc. (KNSA) with a Buy rating and a $62 price target, noting the company’s commercial positioning around Arcalyst (rilonacept) for recurrent pericarditis. The stock is trading near its 52-week high after a strong one-year gain, while company revenues and physician adoption metrics …
Piper Sandler launched coverage of Perspective Therapeutics Inc (NYSE:CATX) with an overweight rating and a $16 price target, implying more than 200% upside from the stock's $5.03 level. The firm pointed to the company’s lead 212-based radiotherapy candidate, VMT-α-NET, and a distinctive safety profile as key positives. The company recently priced …
Mizuho has begun coverage of Tempus AI Inc (NASDAQ: TEM) with an Outperform rating and a $100 price target, implying roughly 78% upside from recent levels. The broker highlights Tempus AI's strength in tissue-informed genomic profiling and potential growth in liquid biopsies, while third-party fair value analysis flags possible overvaluation at cur…
Goldman Sachs has started covering Credo Technology Group Holding Ltd. (CRDO) with a Buy rating and a $165 price target, implying roughly 27% upside from the current share price. The initiation cites Credo's leadership in short-range datacenter wired connectivity - specifically Active Electrical Cables - strong recent revenue growth, and product ce…
Citizens has reaffirmed a Market Outperform rating and a $25.00 target on Riot Platforms, pointing to the company’s sizable Corsicana and Rockdale power campuses as under-monetized assets. Activist investor Starboard called for faster execution to convert roughly 1.7GW of capacity into AI and high-performance computing (HPC) data-center deals, whil…
Citizens Financial reaffirmed its Market Outperform rating and $40 price target for Invitation Homes (INVH) after the single-family rental operator posted fourth-quarter Core FFO in line with expectations but issued full-year guidance slightly below the analyst's forecast. The company delivered steady cash flow metrics, continued buybacks, and comp…
Citizens reaffirmed a Market Outperform rating on Global-E Online Ltd (GLBE) and kept a $64.00 price target, implying roughly an 84% upside from the stock's then-current price of $34.81. The firm flagged four defensive moats - global partnerships, proprietary transaction data, a merchant-of-record legal structure and a sophisticated payments archit…
