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
H.C. Wainwright increased its price target on BrainsWay (BWAY) to $30.00 from $24.00 while keeping a Buy rating, citing the company’s connection to Neurolief’s newly FDA-approved ProlivRx system and a small bump in the forward earnings multiple. The firm also factors $100 million of intrinsic value for BrainsWay’s strategic stake in Neurolief. Rece…
H.C. Wainwright raised its price target on Mirum Pharmaceuticals (MIRM) to $130.00 from $102.00 and kept a Buy rating, pointing to 2026 as a critical year for the company’s lead candidate volixibat. The stock has climbed sharply over the past year and recent preliminary sales results and multiple analyst actions have reinforced optimism about Mirum…
BofA Securities has reaffirmed a Buy rating on Regeneron Pharmaceuticals with a price target of $860, updating its financial model to incorporate the company's fourth-quarter Eylea pre-announcement, an IPR&D disclosure, a $60 million donation (bringing the total to $120 million), and 2026 R&D guidance. The firm projected strong Sanofi collaboration…
Needham upgraded AppLovin Corp (NASDAQ: APP) from Hold to Buy and set a $700 price target, implying roughly 33% upside from the stock's $524.41 level. The firm raised its 2026 ecommerce revenue forecast to $1.45 billion from $1.05 billion after additional analysis of AppLovin's ecommerce business and expects Q1 sequential growth as advertiser tract…
Canaccord Genuity on January 26, 2026 reiterated a Buy rating on Pacific Biosciences of California (NASDAQ:PACB) and held a $3.00 price target, reflecting roughly 16% upside from the stock's then-current price of $2.58. The share price has rallied recently, trading close to a 52-week high after a strong week of gains. The company reported prelimina…
Canaccord Genuity reaffirmed a Hold rating and a $30 price objective on Caris Life Sciences (NASDAQ: CAI) following the company’s preliminary fourth-quarter and full-year 2025 results. The preliminary numbers outpaced both Canaccord’s estimates and the FactSet consensus by roughly 5% even when omitting revenue from prior period true-ups. Stronger-t…
Canaccord Genuity has reiterated its Buy rating on GRAIL, Inc. (NASDAQ: GRAL) and maintained a $105.00 price target following the company’s preliminary fourth-quarter and full-year 2025 results. The reaffirmation comes as GRAIL reported substantial growth in Galleri testing volume and provided 2026 revenue guidance above analyst expectations at the…
Canaccord Genuity has reiterated a Buy rating on Guardant Health (GH) and maintained a $125.00 price target after the company released preliminary fourth-quarter 2025 results that outperformed both the firm's estimates and the FactSet consensus. The results were driven by growth in Oncology and Shield test volumes, and Canaccord notes Guardant rema…
BofA Securities opened coverage of Belite Bio, Inc. ADR (NASDAQ: BLTE) with a Buy rating and a $195 price target, implying roughly an 18% upside from the stock's last quoted price of $164.58. The firm emphasized the commercial opportunity for tinlarebant in Stargardt disease type 1 following positive Phase 3 data, while the company has also priced …
BofA Securities opened coverage of Piper Sandler (NYSE:PIPR) with an Underperform rating and a $385.00 price target, citing constrained potential for outsized EPS growth versus peers tied to larger deals. The firm’s estimates sit below consensus for fiscal years 2026 and 2027, even as Piper Sandler recently posted a significant third-quarter 2025 e…
BofA Securities launched coverage of Moelis (NYSE: MC) with a Neutral rating and an $81 price target, noting the boutique advisory firm's concentrated exposure to M&A revenue and its position as the 14th-largest global M&A advisor. The bank expects deal activity to pick up, but sees relatively more attractive risk/reward profiles elsewhere in its i…
Rothschild Redburn upgraded Meta Platforms Inc. from Neutral to Buy and lifted its price target to $900 from $740, arguing that the stock's long-term upside outweighs short-term spending risks. The firm raised FY26 cost and capital-expenditure estimates, warning of an earnings headwind and a potential temporary dip in consensus EPS to roughly $27-2…
BofA Securities has begun coverage of Evercore Partners (NYSE: EVR) with a Buy rating and a $435.00 price target. The brokerage points to the firm’s standing among boutique investment banks, its ranking in M&A league tables and its private capital business as reasons for optimism. The price objective implies roughly 20% upside from current trading …
BofA Securities began coverage of Lazard (LAZ) with a Buy rating and a $65 price objective, noting the company's significant asset management contribution to revenue, cyclical M&A tailwinds, and progress on a multi-year turnaround. The firm highlighted Lazard's dividend history, recent AUM growth, and management appointments while UBS initiated cov…
Evercore ISI has maintained an Outperform rating and a $112.00 price target on Boston Scientific (BSX), elevating the stock to its Tactical Outperform list ahead of the company’s fourth-quarter results. The firm views short-term concerns about procedure volumes and market reaction to Boston Scientific’s acquisition of Penumbra as overblown, pointin…
Raymond James has reaffirmed an Outperform rating and a $600.00 price target on Microsoft (MSFT) ahead of the company’s fiscal second-quarter 2026 earnings report scheduled for January 28 after market close. The firm cites strong Azure performance and ongoing revenue growth but flags industry-level memory availability and pricing risks that could p…
Raymond James trimmed its price objective for Meta Platforms to $800 from $825 while retaining a Strong Buy rating, calling the company an "AI Tweener" whose near-term valuation will hinge on artificial intelligence developments amid likely higher expenses and capital spending. The firm still forecasts above-consensus revenue growth for 2026 and 20…
Truist Securities reduced its price objective for ProLogis to $139 from $142 while retaining a Buy rating. The broker modestly lowered its 2026 and 2027 normalized funds from operations (FFO) estimates, yet projects accelerating earnings and values the shares as offering roughly 12.5% total return potential without multiple expansion. Recent fourth…
Oppenheimer upgraded Relay Therapeutics (RLAY) from Perform to Outperform and set a $14.00 price target, citing what it calls a "beatable bar" should the VIKTORIA-1 trial for gedatolisib disappoint. The move follows Relay interim data for zovegalisib and continued analyst interest, while InvestingPro metrics show the shares near fair value after st…
Jefferies reduced its price objective for Apple Inc. to $276.47 from $283.36 and kept a Hold rating as the company approaches its January 29 earnings report. The firm pointed to signs of cooling services growth - including a roughly 7% App Store revenue increase in the December quarter and a potential deceleration in Google-related advertising rece…
Jefferies lowered its 12-month price objective for NiSource (NYSE: NI) to $49 from $50 but kept a Buy rating, pointing to multiple catalysts tied to an expanding data center relationship. The research house’s estimates imply above-Street earnings-per-share growth profiles, and the company announced a quarterly dividend and received a short-term fed…
Wolfe Research downgraded Cummins Inc. (NYSE: CMI) from Outperform to Peerperform, saying the stock's run over the last two years constrains upside even as core businesses and financial metrics remain solid. The firm raised its 2027 EPS estimate but concluded that valuation leaves little room for meaningful gains without outsized earnings growth an…
BTIG has initiated coverage of Fannie Mae (OTC: FNMA) with a Buy rating and set a $20.00 price target, identifying potential upside tied to the treatment of Treasury’s Senior Preferred Stock and possible regulatory capital relief. The firm highlighted that Treasury warrants representing 79.9% of common equity and any change to the Senior Preferred …
Morgan Stanley raised its price target for Monster Beverage (MNST) to $96 from $87 while keeping an Overweight rating, citing stronger and more durable growth versus peers and sizable upside relative to consensus. The new target implies roughly 17% upside from the current share price near $82 and follows a string of upward revisions from other brok…
BTIG has begun coverage of Freddie Mac (OTC: FMCC) with a Buy recommendation and a $20.00 price target, implying substantial upside from the current market price of $8 and a market capitalization of $25.77 billion. The research note highlights technology investments, potential capital relief or conservatorship progress, and integration opportunitie…
