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
BMO Capital has maintained its Outperform rating and $370 price target on Celestica (CLS) ahead of the company's fourth-quarter 2025 results, citing a stronger outlook for the company's TPU business and ongoing hyperscaler capital expenditure as potential catalysts for upside into fiscal 2026. Celestica has posted double-digit revenue growth and su…
Truist Securities cut its price target for OFG Bancorp to $44 from $48 while keeping a Buy rating, after the bank reset guidance to reflect a lower net interest margin and slightly slower loan growth. The firm reduced its 2026 EPS estimate to $4.20 and introduced a 2027 EPS of $4.60, applying an unchanged 10.5x multiple to the revised 2026 figure. …
Truist Securities trimmed its price objective on Ally Financial to $50 from $51 while keeping a Buy rating, citing weaker-than-expected margin guidance and concerns around charge-offs tied to lease terminations. The bank beat fourth-quarter earnings forecasts but provided guidance for a somewhat softer net interest margin and modest improvement in …
Truist Securities reiterated a Buy rating on Frontdoor Inc. (FTDR) and set a $71 price target after observing improved consumer spending trends in the fourth quarter. The firm highlighted gains in card spending, transaction counts and average revenue per transaction, and expects Frontdoor to report fourth-quarter revenue above consensus. InvestingP…
Truist Securities increased its price target for Pinnacle Financial Partners to $119 from $118 and kept a Buy rating after incorporating the closed Synovus merger and updated pro forma guidance. The firm raised operating EPS estimates for 2026 and 2027 and modeled modest revenue growth and positive operating leverage for 2027. Pinnacle reported mix…
Truist Securities raised its price target on Huntington Bancshares to $21.00 from $20.00 and kept a Buy rating, noting signs that expense-related uncertainty may be easing and that revenue synergies from recent deals could boost top-line guidance. The bank’s recent quarterly results were mixed, with adjusted EPS beating expectations but revenue sli…
BMO Capital has raised its price target for Gilead Sciences to $150 from $135 and kept an Outperform rating, pointing to robust HIV franchise momentum led by Yeztugo, expanding payer coverage and broader PrEP strength. The firm also flagged pipeline and corporate flexibility as supportive factors amid positive clinical data and corroborating analys…
TD Cowen trimmed its 12-month price target on First Citizens BancShares (FCNCA) to $2,500 from $2,600 while keeping a Buy rating, after the bank reported fourth-quarter 2025 results that beat on core EPS but showed softer pre-tax pre-provision income and cautious guidance for 2026. Market reaction included a notable share decline and analyst revisi…
Argus kept its BUY rating on Capital One Financial Corp. after the company's fourth-quarter results, pointing to loan growth and improved net interest margins even as elevated credit loss provisions drove earnings below expectations. The firm views the recent share weakness - amplified by social media commentary on potential interest-rate caps - as…
TD Cowen increased its price objective for Northern Trust (NTRS) to $175 from $165 while keeping a Buy rating, pointing to better-than-expected fourth-quarter 2025 core earnings, improving fee business momentum and disciplined expense management. The bank is trading near $148.98 and is judged fairly valued by InvestingPro Fair Value estimates, thou…
BMO Capital raised its price target on Novo Nordisk to $57.00 from $47.00 while keeping a Market Perform rating, citing flat U.S. prescriptions for Wegovy in Q4 2025 versus Q3 and anticipated pricing erosion. The firm trimmed its 2025 Wegovy sales estimate and expects U.S. net sales pressure in 2026 to be partially offset by growth outside the Unit…
TD Cowen raised its price target for Valvoline (VVV) to $38.00 from $37.00 while keeping a Buy rating, pointing to stronger investor sentiment and the prospect that fiscal 2026 could mark the start of a beat-and-raise cycle. The firm expects comparable-store sales and earnings-per-share performance to outpace consensus, and other brokerages have al…
TD Cowen has reiterated a Buy rating on ExxonMobil with a $135.00 price target, keeping the company at the top of its list among international oil majors. The target sits essentially level with ExxonMobil’s current trading price and near its 52-week high. The firm highlighted the company’s solid balance sheet, long-standing dividend record and grow…
DA Davidson moved CoreWeave (CRWV) from Neutral to Buy and increased its price target to $110 from $68, pointing to stronger compute demand and an increased likelihood of de-risking events in 2026. The firm highlights substantial upside relative to downside baked into the stock, but notes valuation multiples and ongoing unprofitability as important…
TD Cowen maintained its Buy rating and $95 price target for Customers Bancorp (CUBI) after an 8% decline in the stock following the bank's fourth-quarter 2025 results. The firm characterizes the pullback as overdone, highlighting an EPS beat, robust revenue growth and progress on deposit remixing, while noting the bank's 2026 guidance appears cauti…
Bernstein has reaffirmed an Underperform rating and a $85 price target on Deckers Outdoor ahead of the retailer's fiscal third-quarter earnings report scheduled for January 29. The firm points to slowing growth and weakening brand momentum for Hoka and Ugg, and its forecasts assume margin pressure not fully captured in consensus estimates. Other br…
Bernstein has reaffirmed an Outperform rating and an $84.00 price target on Hershey Co., underscoring cocoa input cost uncertainty as the primary variable for near-term profitability. The firm models higher cocoa prices through 2025 and, after accounting for volume losses tied to aggressive price increases in 2025, arrives at more conservative 2026…
Bernstein SocGen Group retained an Outperform rating and an $84.00 price target for Mondelez International (MDLZ), implying roughly 43% upside from the current share price of $58.66. The firm’s note examines the company’s cocoa cost exposure relative to peers, the role of cocoa butter inflation in 2024, and management’s likely approach to any futur…
Bernstein reduced its price target for Grab Holdings Inc. to $5.80 from $6.60 while retaining an Outperform rating, reflecting expected margin pressure as the Southeast Asian technology group invests to broaden its total addressable market. The firm trimmed calendar year 2025-2026 net income forecasts by 2-5.6% to account for the near-term effect o…
Bernstein SocGen Group reaffirmed an Outperform rating and a $100 price target on Starbucks (SBUX) ahead of the company’s investor day, forecasting a sequential acceleration to 3.3% same-store sales growth in fiscal first quarter 2026 versus a consensus 1.8% estimate. While the firm views the company’s strategy as sound and early indicators as supp…
Stifel raised its SLB price target to $56 from $52 and kept a Buy rating after the oilfield services company reported stronger-than-expected fourth-quarter 2025 results. Management’s comment that "the worst is likely behind us" aligns with Stifel’s view that the downward estimate revision cycle is ending, with growth anticipated in the second half …
Piper Sandler raised its price target on 1st Source (SRCE) to $83 from $80 and kept an Overweight rating, citing a better-than-expected fourth quarter driven by stronger net interest income and margin expansion. The firm increased EPS forecasts for 2026 and 2027 and highlighted solid balance sheet metrics, while other banks also adjusted targets fo…
Bernstein SocGen Group has reiterated an Outperform rating on ASML and set a $1,642 price objective ahead of the company's earnings scheduled for Wednesday, January 28. The firm points to import data and elevated expectations for bookings as evidence the quarter may beat consensus revenue estimates, while several other brokerages have recently adju…
Jones Trading upgraded Orion Office REIT Inc (ONL) from Hold to Buy and established a $3.00 price target following the REIT's initiation of a strategic options review and a cooperation agreement with its largest shareholder, The Kawa Fund Limited. The analyst house estimates a fourth-quarter 2025 NAV of $5.04 per share and cites near-term balance s…
Shares of InMode Ltd. climbed Monday after reports that the company is in advanced negotiations to be acquired by a foreign investment fund for roughly $1.1 billion. The reported price would represent a notable premium to the company's current market value and, if completed, would take the firm private and lead to delisting.
