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
BofA Securities trimmed its price target on Unity Software (U) to $18 from $21 and retained an Underperform rating, citing a steep valuation and limited margin for growth setbacks in Unity’s Vector product. The move contrasts with several other firms that have recently upgraded the stock and raised targets as they express confidence in Vector-drive…
Benchmark reaffirmed a Hold rating on Meta Platforms Inc. (META) ahead of the company’s fourth-quarter earnings due Wednesday, January 28, citing uncertainty around future returns as the company increases capital spending and pursues new monetization pathways. The research firm called attention to potential deeper cuts at Reality Labs, the shift fr…
JPMorgan raised its price target on Apple to $315 from $305 and retained an Overweight rating, citing expectations for stronger iPhone revenues and increased earnings power. The firm projects 16% growth in iPhone revenue and anticipates only modest margin impact from higher memory costs, noting supplier contracts and scale advantages. Apple reports…
JPMorgan reduced its price target for Varonis Systems to $50 from $62 while retaining an Overweight rating and placing the stock on Positive Catalyst Watch ahead of the company’s fourth-quarter earnings. The bank expects new SaaS-specific disclosures to clarify the trajectory of recurring revenue after the company’s third-quarter weaknesses in on-p…
JPMorgan increased its price target on SLB to $54 from $43 while maintaining an Overweight rating, backing the oilfield services company's 2026 guidance. Management expects improvements in three international problem areas that weighed on 2025 results - Saudi Arabia, Mexico and deepwater operations - and sees growth driven by its Digital segment, P…
JPMorgan has kept Overweight ratings on Digital Realty Trust and Equinix, maintaining December 2026 price targets at $210 and $950 respectively while modestly raising 2026 revenue and profitability estimates. The bank points to pricing strength in a capacity-constrained environment and new lease signings as drivers for improved stock performance in…
DA Davidson moved BOK Financial (BOKF) from a Buy to a Neutral rating even as it increased its one-year price target to $135 from $125. The broker pointed to constrained upside after reworking its valuation to a forward multiple tied to 2027 earnings, despite projecting among the highest 2026-2027 EPS forecasts and flagging several positive operati…
Clear Street increased its price objective on Krystal Biotech (KRYS) to $338 from $288 and kept a Buy rating, pointing to investor enthusiasm for the company's pipeline, notably KB801 for Neurotrophic Keratitis. The firm now forecasts $2.0 billion in peak sales for KB801 by 2040 and raised the therapy's likelihood of success to 50%. Krystal's recen…
UBS reiterated a Buy rating on Chipotle Mexican Grill with a $45.00 price target, warning of margin pressure in the fourth quarter and into 2026. The bank's forecasts project narrower restaurant margins driven by subdued sales, rising beef costs and stepped-up marketing investment, partially offset by operational efficiencies. Other firms including…
Guggenheim increased its price target on Starbucks to $90 from $88 and kept a Buy rating as the coffee chain prepares for fiscal Q1 2026 results and an Investor Day. The stock is trading above the new target, recent analyst actions are mixed, and the company announced a quarterly dividend ahead of the scheduled disclosures.
TD Cowen reduced its target for SkyWest (NASDAQ: SKYW) to $122 from $132 while retaining a Buy rating. The revised target implies roughly 20% upside from the current share price of $101.66. The change precedes SkyWest's fourth quarter 2025 earnings release on January 29 and reflects adjustments to 2026 forecasts after a December update to Q4 2025 e…
Jefferies raised its price objective for Bloom Energy to $92 from $53 while retaining an Underperform rating. The revision rests on higher 2026 revenue estimates driven by orders from American Electric Power and Quanta, but the firm warns that lofty market expectations, extreme volatility and limited valuation headroom mean investors will be watchi…
Keefe, Bruyette & Woods increased its price objective on Glacier Bancorp to $58 from $55 while keeping its rating intact, citing stronger conviction in the bank’s near-term earnings trajectory following fourth-quarter 2025 results. KBW highlighted Glacier as a "Top Idea for 2026," pointing to a pronounced net interest income expansion story and div…
Keefe, Bruyette & Woods raised its price objective on Webster Financial (WBS) to $77 from $75 while holding its Outperform rating. KBW points to robust fourth-quarter results, accelerating loan growth trends, and improving credit quality through 2025, along with the company's strongest buyback quarter of 2025. Webster also reported an earnings and …
Keefe, Bruyette & Woods increased its price objective for 1st Source (SRCE) to $72.00 from $69.00 while keeping its rating unchanged after the bank reported better-than-expected operating earnings. The quarter benefited from stronger pre-provision net revenue, a smaller provision, and a 20-basis-point expansion in net interest margin, offset in par…
Keefe, Bruyette & Woods increased its price target on S&T Bancorp Inc. (STBA) to $44.00 from $42.00 while keeping its existing rating. The raise follows a stronger-than-expected finish to 2025, with pre-provision net revenue beating KBW's forecast by $0.05 per share, supported by higher net interest income and fee revenue. S&T completed a repurchas…
Keefe, Bruyette & Woods increased its price objective on Atlantic Union Bankshares to $40.00 from $38.00 while leaving its rating unchanged. The adjustment follows a quarterly report that topped forecasts on earnings and revenue driven by higher net interest income and fee income, even as expenses rose. Management kept 2026 guidance intact and anal…
Keefe, Bruyette & Woods raised its price target on Bar Harbor Bankshares to $35 from $34 on Monday while retaining a Market Perform rating. The move followed quarterly results that delivered $0.93 in operating earnings per share, aided by improved pre-provision net revenue, a modest expansion in net interest margin, and lower loan loss provisions. …
H.C. Wainwright increased its price target for ImmunityBio Inc. (IBRX) to $10.00 from $8.00 and kept a Buy rating following favorable regulatory feedback for the company’s ANKTIVA therapy and encouraging clinical results across multiple programs. Other firms have also raised targets, and recent corporate financing flexibility adds to investor atten…
The U.S. Food and Drug Administration has authorized a single-patient expanded access Investigational New Drug application for OKYO Pharma’s topical investigational therapy urcosimod (0.05%) to treat severe neuropathic corneal pain at the University of South Florida. The small-cap biotech, which recently appointed Robert J. Dempsey as CEO, is plann…
H.C. Wainwright has maintained its Buy rating and $34.00 price target on WhiteFiber Inc (NASDAQ:WYFI) after the company disclosed preliminary fourth-quarter 2025 sales. The firm noted preliminary revenue slightly above its estimate and said it will await the full audited results before revising forecasts. The disclosure coincided with WhiteFiber's …
H.C. Wainwright raised its price target on Avino Silver & Gold (NYSE:ASM) to $12.50 from $7.40 and kept a Buy rating after reviewing the miner's 2025 production, cash position and updated valuation assumptions. The firm cited a higher price deck and a one-year roll-forward of its discounted cash flow model, with La Preciosa production expected to b…
H.C. Wainwright raised its price objective for Scholar Rock to $58 from $44 and kept a Buy recommendation after discussions with neurology key opinion leaders (KOLs) and review of the company’s launch-readiness plans for apitegromab. The firm cited positive physician feedback on recent FDA interactions, remediation efforts at manufacturing partners…
H.C. Wainwright increased its price objective on Erasca Inc (NASDAQ: ERAS) to $15.00 from $11.00 and kept a Buy rating following preliminary clinical readouts from the AURORAS-1 study of ERAS-0015, a pan-RAS agent. The firm highlighted early partial responses observed at low dose levels and cited preclinical regressions in resistant tumor models. S…
H.C. Wainwright reduced its 12-month price target on electroCore Inc. to $18 from $25 while retaining a Buy rating. The adjustment follows electroCore's Jan. 20, 2026 preliminary results showing 2025 revenue of $31.8-$32.0 million, a 26% increase year-over-year, and fourth-quarter revenue of $9.0-$9.2 million, up 30% from Q4 2024. The analyst cited…
