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
BTIG raised its rating on CoStar Group from Neutral to Buy and set an $80 price target, highlighting a refocused salesforce, accelerating bookings and Homes.com progress as drivers for double-digit organic revenue growth. The firm increased revenue estimates for Q4 and 2026. CoStar’s liquidity and recent guidance have prompted mixed responses from …
Lynx Equity increased its price target for Lam Research from $175 to $280, arguing that Wall Street is underestimating the company’s earnings trajectory into 2027. The firm lifted its wafer fabrication equipment market estimates for 2026 and 2027, and views any post-earnings pullback as a buying opportunity. Separate analyst activity and dividend n…
William Blair has reaffirmed a Market Perform rating on AST SpaceMobile (NASDAQ:ASTS) after investor meetings with the company’s chief strategy officer. Management outlined coverage milestones tied to satellite counts, confirmed a partnership beta timeline with AT&T, and reiterated a target launch cadence to achieve continuous coverage. The company…
Needham has framed Major League Soccer’s new multi-year agreement with prediction market platform Polymarket as a constructive development for companies that supply official sports data and integrity services. The research house highlighted the deal’s requirement for official league data and third-party integrity monitoring, pointed to Sportradar a…
Oppenheimer increased its price target for Revolution (RVMD) to $150.00 from $75.00 and kept an Outperform rating, citing heightened merger-and-acquisition speculation as the company approaches 2026 and potential near-term milestones. The stock has shown strong one-year performance but recently traded down after reports that Merck is no longer purs…
Stifel increased its Baker Hughes (BKR) price target to $58 from $57 and kept a Buy rating after the oilfield services firm reported stronger-than-anticipated fourth-quarter 2025 results and raised guidance for early 2026. The company beat earnings and revenue estimates for Q4, reported meaningful power systems orders tied to data centers, and reit…
Needham upgraded Teleflex from Hold to Buy and set a $138 price target after the medical-device company announced plans to divest three business units. Teleflex expects roughly $1.8 billion in after-tax proceeds from sales that are slated to close in the second half of 2026, and the research house anticipates those proceeds will fund share repurcha…
TD Cowen has assumed coverage of Insulet Corporation with a Hold rating and a $294 price objective, noting the company’s strong recent growth and product momentum but warning that competitive advantages may narrow. The coverage shift comes with an analyst transition and follows a string of diverging analyst views and an upcoming auditor change for …
Jefferies has reaffirmed a Buy rating on CoreWeave (NASDAQ:CRWV) and left its price target at $120. The call follows an expanded strategic agreement with NVIDIA, a $2 billion equity investment that raises NVIDIA’s stake to roughly 9% and supports CoreWeave’s plan to grow AI computing capacity to more than 5 gigawatts by 2030. Analysts and market da…
BofA Securities raised its price target on DigitalOcean (DOCN) to $72 from $60 and maintained a Buy rating, pointing to accelerating interest in agentic AI frameworks such as Clawdbot and the company's positioning to host always-on inferencing workloads. The move follows strong recent price performance and positive operational signals, including qu…
BofA Securities reduced its 12-month price target for CVS Health to $95 from $100 but kept a Buy rating, after the Centers for Medicare & Medicaid Services put forward changes to Medicare Advantage payment methodology that could lower industry payments. The CMS proposals include a lower net all-in rate and a new CMS-HCC risk-adjustment model that w…
BofA Securities reduced its target on Teladoc Health to $7 from $7.50 while keeping a Neutral rating, citing continued uncertainty in the company’s BetterHelp and Chronic Care segments. The firm lowered its valuation multiple to 4.1x calendar year 2026 EBITDA and noted flat sequential BetterHelp user growth alongside weaker year-over-year trends. T…
Jefferies raised its price target for Caterpillar to $750 from $700 while retaining a Buy rating, pointing to a favorable 2026 outlook for the Construction Industries segment and possible upside in Resource Industries. The new target implies a 25x multiple on Jefferies' 2026 EBITDA estimate. The upgrade comes ahead of Caterpillar's January 29 earni…
Morgan Stanley trimmed its rating on Clearwater Analytics Holdings (CWAN) from Overweight to Equalweight and reduced its price target to $24.55 from $27.00 following the close of the company's go-shop period. The revised target reflects the agreed acquisition price of $24.55 per share, and follows a go-shop during which Clearwater solicited interes…
TD Cowen has initiated coverage of Zimmer Biomet (NYSE: ZBH) with a Buy rating and a $109 price target, implying about 25% upside from the current share price of $87.32. The firm points to a stronger growth and profitability outlook, underpinned by a 71.6% gross profit margin and 5.5% revenue growth over the past 12 months, while noting prior execu…
TD Cowen initiated coverage of Beta Bionics (NASDAQ:BBNX) with a Hold rating and a $17.00 price target, noting solid early commercial traction for the iLet system but expressing concerns that projected revenue gains may not justify an outsized valuation. The firm highlighted strong recent top-line growth alongside signs of a potential slowdown in n…
TD Cowen began coverage of Stryker Corporation (NYSE: SYK) with a Hold rating and a $387 price target shortly before the company's upcoming earnings report. The firm praised Stryker's long run of organic growth and renewed focus on margins, while noting valuation metrics that present both potential upside and premium multiples. Recent corporate mov…
Jefferies has reaffirmed a Hold rating and a $28.00 price target on Pinterest Inc (NYSE: PINS) ahead of the company’s earnings report on February 12. While acknowledging seasonally reasonable revenue plans and a resilient holiday ad market, the firm warned that Pinterest’s fiscal 2026 EBITDA margin assumptions may be vulnerable to downward revision…
Morgan Stanley has maintained an Overweight rating and a $7.00 price target on NIO, reflecting a potential 52% upside from the carmaker's prevailing share price of $4.61. The call follows the company's founder projecting a 40-50% compound annual growth rate in deliveries over the next two years, and centers on new premium models designed to improve…
BofA Securities lowered its 12-month price target on Brown & Brown (NYSE: BRO) to $90 from $94 while keeping a Neutral rating, citing the insurance broker's mixed fourth-quarter results. The company posted adjusted EPS of $0.93, ahead of the $0.91 consensus, but total revenue of $1.6 billion missed the $1.65 billion estimate and organic revenue dec…
Jefferies reiterated a Buy rating and a $750.00 price target on Spotify (SPOT) ahead of the company’s upcoming earnings release, pointing to potentially conservative fourth-quarter gross margin estimates and managed Q1 margin expectations. The firm foresees revenue acceleration in coming quarters driven by U.S. subscription price increases, while n…
BofA Securities has reaffirmed a Buy rating and a $1,672 price target on ASML, keeping the company as a Top Pick and valuing it at 31.0x CY27E EV/EBITDA. The broker's reassessment, informed in part by a discussion with Erik Hosler of xLight Inc., downplays near-term competitive threats from China’s domestic EUV efforts. Other analysts, including Be…
BofA Securities has lowered its price target on Trip.com Group Limited (TCOM) to $78 from $85 while retaining a Buy rating. The reduction follows a 10-12% cut to non-GAAP net profit forecasts for 2026-2027 and lower applied valuation multiples, even as the firm continues to cite solid growth drivers and recent quarterly outperformance. Regulators' …
Jefferies increased its 12-month price objective for COPT Defense Properties (CDP) to $34 from $33 while retaining a Buy recommendation. The firm trimmed fiscal 2026 FFO per share by $0.01 to $2.74 to reflect a later capital commitment schedule for an Iowa data center project. The stock trades near its 52-week high and pays a multi-decade dividend,…
BofA Securities reduced its price target on W.R. Berkley to $66.00 from $69.00 while maintaining a Neutral rating. The firm attributed a slight earnings shortfall to weaker alternative investment returns and unfavorable reserve development, partly offset by stronger traditional investment income and outsized share repurchases. The insurer reported …
