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
Evercore ISI has reiterated an Outperform rating and a $65.00 price objective for Tractor Supply Company (TSCO) ahead of the retailer's fourth-quarter earnings release on January 29. The firm frames the report as a potential reset of expectations rather than a decisive judgment on the company’s long-term model, trimming near-term comparable sales a…
UBS downgraded British Land to Neutral from Buy and cut its price target to 440p from 445p, pointing to a tighter upside and heightened caution over long-term office demand driven in part by potential impacts from artificial intelligence. The bank highlighted weakening hiring indicators and raised youth unemployment as factors constraining office m…
3i Group PLC shares fell 3.7% on Monday after RBC Capital Markets downgraded the stock to Underperform from Sector Perform and cut its price target to £30 from £32.50. The bank flagged that Action - 3i's largest investment in the discount retail space - is trading at about 28 times calendar year 2026 expected earnings, which RBC views as rich relat…
BofA Securities increased its price target on Element Solutions to $33 from $31 and reaffirmed a Buy rating, citing the company’s asset-light model and exposure to AI, datacenter investment and rising complexity in chips and circuit boards. The upgrade follows meetings with the CEO and comes amid a Q3 earnings beat, a recent acquisition, a dividend…
BTIG has reaffirmed a Neutral rating on PayPal (PYPL) before the company reports fourth-quarter 2025 results on February 3. The firm highlights a notable share-price decline since the prior quarter, lower investor expectations for 2026 trade margin dollars and adjusted EPS growth, and ongoing uncertainty over returns from strategic investments in 2…
Berenberg has begun coverage of Greencore Group (LON:GNC), assigning a Buy rating and setting a 351p price target. The research note highlights the strategic impact of Greencore's acquisition of Bakkavor, forecasts a 14% three-year EPS CAGR, and projects margin improvement and deleveraging by FY30 as key outcomes of the combined group's expanded sc…
Goldman Sachs has initiated coverage of AAR Corporation (AIR) with a Neutral rating and a $121 price target, indicating about 15% upside from the stock's recent price of $105.66. The bank noted segments of above-market organic growth and margin improvement, but also highlighted that overall growth and profitability lag peer aerospace suppliers and …
Jefferies on Monday left its rating on PepsiCo at Hold and maintained a $164.00 price target, citing a challenging mix of portfolio adjustments, price moves and innovation efforts that must work alongside accelerated productivity programs as the company moves into 2026. The firm's forecasts sit modestly below Street estimates for next year, while o…
RBC Capital reiterated a Sector Perform rating and $18 price target on Sarepta Therapeutics (SRPT), pointing to decelerating uptake of the company's gene therapy ELEVIDYS and a cash position strained by ongoing negative free cash flow. Analysts differ on near-term sales expectations for ELEVIDYS and the broader commercial outlook, while preliminary…
Canaccord Genuity increased its price target on Illumina to $150 from $130 while retaining a Hold rating after the company posted preliminary fourth-quarter and full-year 2025 results that beat analyst estimates and FactSet consensus. Illumina is trading at $166.76, matching its 52-week high, and showed an 80.18% six-month price gain. Key operation…
UBS has initiated coverage of Ono Pharmaceutical Co., Ltd with a Buy rating and a JPY2,950 price target. The bank highlights the potential of ONO-4578 to offset anticipated revenue declines from Opdivo's patent expiration, while noting a projected core operating profit CAGR of -5% for fiscal years 2026-2033 and a solid balance sheet with a 9% free …
Raymond James increased its price objective on Customers Bancorp to $100 from $95 and kept a Strong Buy rating after the bank reported its fourth-quarter 2025 results. The firm pointed to continued business momentum, recent hires driving deposit growth and expansion of the cubiX payments platform as reasons for an improved outlook, even as the quar…
Raymond James raised its price objective on Travelers (TRV) to $330 from $310 and kept a Strong Buy rating after increasing operating EPS projections for 2026 and 2027. The firm attributes the improved outlook to higher expected net investment income, more aggressive share repurchases and more favorable prior-year reserve development assumptions, w…
Jefferies raised its price target on FirstEnergy Corp. (FE) to $49 from $48 and kept a Hold rating, identifying the company's upcoming fourth-quarter earnings call as a potential catalyst that could clarify capital-spend plans, rate base trajectory and transmission opportunities. The firm highlighted FirstEnergy's 2026 Core EPS guidance, a $6 billi…
William Blair initiated coverage of Xylem Inc. (NYSE: XYL) with an Outperform rating, highlighting the company’s position as a leading pure-play water technology provider. The research note emphasized Xylem’s broad portfolio across the water cycle, its sizeable installed base supported by thousands of service professionals, and mission-critical sol…
Raymond James increased its price target on Independent Bank Corp (INDB) to $94 from $84 and reiterated a Strong Buy rating following the bank's better-than-expected fourth-quarter 2025 results. The firm cited expanding core net interest margins driven by asset repricing and lower funding costs, plus loan growth, buybacks, and tight expense control…
Morgan Stanley moved Corpay Inc. (NYSE: CPAY) from Equalweight to Overweight and increased its price objective to $379 from $322, citing an expected trajectory of sustained mid-teens earnings per share growth and early indicators of a recovery in freight and trucking demand. The bank also downplayed the significance of stablecoin-related concerns f…
Raymond James increased its 12-month price target for Old Second Bancorp (OSBC) to $23 from $21 while sustaining a Strong Buy recommendation. The firm pointed to fourth-quarter results that showed net interest margin expansion from an already high base, controlled expenses and a 14.55% year-over-year revenue gain. Loan growth lagged, but analysts e…
Raymond James increased its price target on SLB to $57 from $52 and kept an Outperform rating after the oilfield services provider reported stronger-than-expected fourth-quarter results and notable free cash flow generation. The company beat quarterly EPS and revenue estimates, delivered approximately $2.3 billion in free cash flow for the quarter …
Raymond James lowered its price target on Northern Oil and Gas (NYSE: NOG) to $32.00 from $33.00 while retaining a Strong Buy rating. The firm cited softer commodity strip prices and modest production deferrals as drivers of the change, but preserved its favorable view of the company. Northern reported third-quarter 2025 results that beat estimates…
Raymond James increased its 12-month price objective on Fulton Financial (NASDAQ:FULT) to $23 from $20 and held an Outperform rating following the bank's fourth-quarter performance. The broker cited stronger-than-expected net interest margin expansion and solid core trends, while management flagged loan growth to re-accelerate in 2026.
Raymond James increased its price target on First Bancorp to $68 from $62 and retained a Strong Buy rating following the bank's fourth-quarter results. The broker pointed to robust fee revenue, healthy credit trends and a reserve release linked to Hurricane Helene as drivers of the beat. First Bancorp also completed a securities repositioning that …
Raymond James raised its price target on Community Trust Bancorp (CTBI) to $69.00 from $61.00 while retaining an Outperform rating after the bank reported fourth-quarter results that beat expectations. The bank showed improved net interest income driven by a 7 basis point expansion in net interest margin, delivered stronger-than-expected diluted EP…
Raymond James reduced its price target on First Citizens BancShares to $2,350 from $2,440 while leaving a Strong Buy rating intact. The adjustment follows the bank's fourth-quarter report and management guidance for 2026, which pressured the stock. Despite an 8.5% share decline after results, the firm described the pullback as a buying opportunity …
BofA Securities lowered its 12-month price target for JD.com to $36 from $38 while retaining a Buy rating, citing modest top-line growth for fourth-quarter 2025 and margin compression driven by heavy promotional activity. The firm projects total revenue of RMB356 billion for the quarter and models declines in direct sales, offset in part by gains i…
