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
JPMorgan reduced its rating on ONEOK Inc (NYSE: OKE) from Overweight to Neutral and trimmed its price target to $83 from $87 after the company missed EBITDA guidance and softened its outlook. The bank flagged risks tied to macro conditions and integration of recent acquisitions, while other analysts issued divergent views and the company announced …
Oppenheimer has reduced its rating on AMETEK Inc. (NYSE: AME) from Outperform to Perform, pointing to valuation pressures even as the company posts solid order momentum and improving operational indicators. Key financial metrics and recent quarterly results underscore a mix of durable fundamentals and stretched multiples that informed the analyst a…
Oppenheimer has upgraded TE Connectivity (TEL) from Perform to Outperform and set a $270 price objective, highlighting expanding AI and data-center exposure, accelerated electric-grid opportunities after the Richards acquisition, and robust performance across industrial end markets. The move follows broader analyst upward revisions to near-term ear…
Oppenheimer has moved Emerson (NYSE: EMR) from Outperform to Perform, noting the share price is trading very close to its previous $152 price target and that current valuation metrics leave little room for near-term upside. The firm recognized Emerson's operational strengths but flagged a subdued organic growth profile concentrated in the second ha…
Oppenheimer upgraded W.W. Grainger (GWW) from Perform to Outperform and set a $1,250 price target, basing the call on the company’s ability to outgrow US MRO markets via high-touch solutions, greater price realization and early benefits from artificial intelligence. The firm’s target equates to 25 times its 2027 earnings estimate of $50.00 per shar…
Piper Sandler has initiated coverage of BioAge Labs Inc (BIOA) with an Overweight rating and a $73.00 price target, citing encouraging Phase 1 data for BGE-102 and multiple upcoming clinical and programmatic catalysts through 2026. The firm pointed to prior industry transactions validating NLRP3 inhibition as a therapeutic approach. BioAge recently…
RBC Capital has downgraded Inspire Medical Systems from Outperform to Sector Perform and slashed its price target to $90 from $175. The firm points to ongoing reimbursement obstacles tied to coding that it expects will continue to weigh on utilization and competitive positioning. The company’s shares are trading near $81.33, down roughly 16% over t…
TD Cowen cut its recommendation on SkyWater Technology (SKYT) from Buy to Hold while lifting its price target to $35.00 following IonQ’s proposed $1.8 billion purchase of the specialty foundry. The transaction, structured as $15.00 in cash plus $20.00 in IonQ common stock per SkyWater share, positions SkyWater as a separate IonQ subsidiary and impl…
Eaton Corporation (NYSE:ETN) plans a tax-free spinoff of its Mobility Group as part of a continued simplification of the company. Mizuho left its Outperform rating and $425 price target unchanged, a level the firm says implies roughly 21% upside from the current $332.28 share price. The move shifts emphasis toward Eaton's Electrical and Aerospace &…
Jefferies has begun coverage of ING with a Hold rating and a EUR27.00 price target, noting intensifying competition from digital-only banks and a reduced strategic edge from ING's capital position. The bank recently reported quarterly results above forecasts and is progressing a €1.1 billion buyback program, repurchasing nearly 19.2 million shares …
TD Cowen opened coverage of Intuitive Surgical (NASDAQ:ISRG) with a Buy rating and a $660 price target, reflecting roughly 25% upside from the stock's $528.82 level. The firm's thesis centers on expected momentum from a new DaVinci 5 (DV5) product cycle, supported by proprietary survey data showing fleet expansion and procedure growth. Recent compa…
TD Cowen has initiated coverage of Globus Medical (GMED) with a Buy rating and a $110.00 price target, citing the company’s recent rally, robust financial metrics and areas of further opportunity. The firm highlighted enabling technologies, international markets and the Nevro business as places where management can drive additional growth, and note…
TD Cowen has initiated coverage of OrthoPediatrics Corp. (KIDS) with a Buy rating and a $23.00 price target, arguing the company is well positioned across pediatric trauma, deformity and scoliosis and is poised for continued revenue growth and improving profitability. The research note highlights innovation and potential benefits from industry disl…
TD Cowen has begun coverage of SI-BONE Inc. (NASDAQ:SIBN) with a Buy rating and a $21.00 price target, highlighting the company’s narrow focus on sacropelvic anatomy, strong balance sheet, and accelerating revenue and margin trends. The research note emphasizes a capital-light operating model, healthy liquidity metrics, and progress toward profitab…
Morgan Stanley moved Alcoa Corp. (AA) from Overweight to Equalweight while lifting its price objective to $64 from $52. Data show the shares trading near $58.55 with a P/E of 13.33 and a market capitalization of $15.3 billion. The brokerage signaled that recent gains tied to higher LME aluminum prices and a rising U.S. Midwest Premium are likely re…
Morgan Stanley increased its price target on Freeport-McMoRan to $70 from $53 and kept an Overweight rating, pointing to protective effects from Section 232 copper tariffs on the miner's North American copper rod business and possible additional upside if refined-copper tariffs are adopted in the first half of 2026. The stock trades near its 52-wee…
Freedom Capital Markets upgraded Intuitive Surgical (ISRG) from Hold to Buy and increased its price target to $610 from $560, citing the ongoing rollout of the da Vinci 5 system and an expected lift to system sales and procedure volumes through 2026. The stock, trading at $528.82, implies roughly 15% upside to the new target, though InvestingPro da…
CoreWeave shares rose after Nvidia purchased 22.9 million Class A shares at $87.20 per share, giving the chipmaker roughly a 9% holding when combined with Class B ownership. The deal is intended to accelerate CoreWeave’s AI Factories expansion and co-development of data centers, even as the company reports rapid revenue growth alongside sizeable ne…
Mizuho increased its price target on CoreWeave to $100 from $92 while keeping a Neutral rating following an expanded partnership and a $2 billion equity infusion from NVIDIA to accelerate a 5GW capacity build-out. The move strengthens long-term confidence in CoreWeave’s positioning in the fast-growing AI cloud market, though near-term revenue upsid…
Baird raised its price target on Sarepta Therapeutics to $22 from $15 while keeping a Neutral rating after three-year open-label extension results from the EMBARK study showed sustained benefit for Elevidys. The company’s shares have recovered substantially over six months but remain down sharply year-over-year. RBC Capital retains a Sector Perform…
CoreWeave's stock has attracted renewed analyst attention after NVIDIA's $2 billion equity investment and a formal partnership that analysts say should accelerate capacity growth and strengthen the company's software position. While market reaction has been mixed and valuation metrics remain elevated, several firms have adjusted coverage or initiat…
Baird reiterated an Outperform rating and a $95 price target on Zoom Video, arguing that the company’s $51 million investment in Anthropic in May 2023 could now be worth $2 billion to $4 billion based on current valuation assumptions for Anthropic. That potential windfall materially affects Zoom’s reported gains and valuation multiples, even as oth…
SummaryTruist Securities trimmed its price objective on The Trade Desk to $60 from $85 while retaining a Buy rating, citing added near-term uncertainty after the company's CFO departure. The Trade Desk reaffirmed its previously issued fourth-quarter 2025 guidance and announced an interim CFO appointment. Other firms have also adjusted their outlook…
Jefferies has increased its 12-month price target on Southwest Airlines (LUV) to $45 from $42 while maintaining a Hold rating. The revision follows Southwest's completion of a fleetwide seat reconfiguration and management guidance for meaningful EBIT contributions from assigned seating and Extended Leg Room offerings. Other broker moves, operationa…
Nvidia has taken a $2 billion stake in CoreWeave at $87.20 per share as part of a broadened partnership designed to accelerate the construction of more than 5 gigawatts (GW) of AI-focused data center capacity by 2030. Raymond James projects significant potential revenue for Nvidia from the build-out, while also framing the move as an attempt to rei…
