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
Citizens Financial Group increased its price objective on Travel + Leisure Co. (TNL) to $90 from $80 and kept a Market Outperform rating after the company reported fourth-quarter 2025 results that topped both the firm's own projections and consensus. The quarter's adjusted EPS and adjusted EBITDA outperformed estimates, while full-year 2026 adjuste…
Citizens raised its price target on Remitly Global Inc (RELY) to $22 from $20 while keeping a Market Outperform rating, citing a material upward revision to Adjusted EBITDA guidance and stronger-than-expected margin outlook. Remitly reiterated its medium-term revenue and margin goals through 2028, reported robust liquidity, and announced executive …
Citizens maintained its Market Outperform rating on AeroVironment Inc. and kept a $400.00 price target after recent investor meetings in Los Angeles. Analyst coverage from UBS and JPMorgan offers a range of views and price targets, while consensus forecasts point to net income growth and higher sales this year. The stock has outperformed broad US e…
Citizens reaffirmed its Market Perform rating on Booking Holdings shares while cautioning that the rise of AI-driven travel interfaces could over time erode advantages enjoyed by online travel agencies. The analyst note highlights Booking's robust gross margins and hotel mix as near-term protections, and notes the company recently reported fourth-q…
Citizens has reaffirmed its Market Outperform rating on Addus HomeCare (NASDAQ:ADUS) and maintained a $150.00 price target, implying a 32% upside from the current share price of $113.44. The firm cites steady execution, recent rate increases in key personal care states and a favorable leverage profile that supports continued acquisition activity an…
Piper Sandler upgraded Nicolet Bankshares (NIC) from Neutral to Overweight and increased its price target to $185 from $148, indicating roughly 20% upside from the current share price of $153.50. The brokerage pointed to a discounted valuation relative to Nicolet’s historical P/E premium and forecasted earnings accretion from the recently closed ac…
Raymond James raised its rating on Chewy Inc. to Outperform from Market Perform and set a $28.00 price target, pointing to attractive valuation, an expected rebound in revenue growth and margin expansion in fiscal 2026, and the potential for initial guidance to be conservative after a sizeable post-earnings decline in the stock.
Barclays upgraded Canadian Imperial Bank of Commerce (CM) to Overweight from Underweight and increased its price target to Cdn$137 from Cdn$126, pointing to ROE expansion, steadier earnings and active capital returns. CIBC shares have rallied sharply over the past year, and Barclays expects further net interest margin improvement and potential upsi…
Morgan Stanley moved Garmin Ltd. (NYSE: GRMN) from Underweight to Equalweight and lifted its price target to $252 from $195, pointing to a more favorable 2026 growth outlook and reduced margin headwinds. The new target equates to 24 times Morgan Stanley's calendar year 2027 EPS estimate of $10.49; the firm also provided bear and bull valuations of …
Barclays has downgraded BASF SE to Underweight from Equalweight and assigned a EUR40.00 price target, pointing to valuation that presumes a recovery not yet visible in operating results. The bank’s updated forecasts incorporate modest 2026 growth and lower adjusted EBITDA estimates, and it highlights the company’s recent fiscal 2025 profit warning …
B. Riley downgraded RF Industries Ltd. (RFIL) from Buy to Neutral while keeping a $10.25 price target. The stock, trading at $11.04, sits above both the analyst target and InvestingPro's Fair Value, prompting the firm to flag valuation as the primary reason for the rating change despite constructive fundamentals and better-than-expected fiscal four…
Roth/MKM has initiated coverage of BioHarvest Sciences (BHST) with a buy rating and a $10.00 price target, implying roughly 125% upside from the current share price of $4.45. The analyst highlights the company’s proprietary Botanical Synthesis platform, anticipated expansion of CDMO partnerships, an expected shift to positive annual cash flow in 20…
JPMorgan moved Huntsman Corporation from Overweight to Neutral while increasing its price target to $14.00 from $11.00. The firm argued that Huntsman’s current share price already reflects a meaningful portion of a cyclical earnings rebound, pointing to elevated forward EBITDA multiples and modest free cash flow yields for 2026 and 2027. Recent qua…
KeyBanc upgraded Symbotic Inc. (NASDAQ: SYM) to Overweight from Sector Weight and raised its price target to $70, pointing to clearer visibility on converting recent efficiency improvements into accelerated deployments against a roughly $22.3 billion backlog. The move follows investor meetings with Symbotic executives and comes as the company repor…
RBC Capital upgraded Santos Ltd. to Outperform from Sector Perform and lifted its price target to AUD7.50 from AUD6.75. The bank pointed to in-line results, a low-cost operating model and a production profile that should rise by more than 25% by 2027 versus 2024 levels. Free cash flow from operations held steady year-over-year at $1.78 billion desp…
JPMorgan downgraded Fiverr International Ltd. (FVRR) to Neutral from Overweight and trimmed its price target to $15 from $30 after the company reported modest fourth-quarter revenue and issued conservative forward guidance. Management pointed to a strategic refocus on higher-value transactions and ongoing macro uncertainty, steps that have driven m…
Jefferies has initiated coverage of Dauch Corporation with a Buy rating and a $10.35 price target, signaling an expected 45% upside from the current $7.12 share price. The firm's view is anchored on scale benefits following the merger that combined AAM and Dowlais assets, while other brokerages have also updated coverage amid the company's rebrand …
Jefferies has opened coverage on Dauch Corporation (NYSE:DCH) with a Buy rating and a price target of $10.35, implying roughly 45% upside from the recent share price of $7.12. The brokerage points to the enlarged scale following the merger of American Axle & Manufacturing and Dowlais Group - including GKN Automotive and GKN Powder Metallurgy - crea…
Goldman Sachs raised its price target for Molson Coors Beverage Co. (TAP) to $50 from $47 and kept a Buy rating after the company reported mixed fourth-quarter results and issued fiscal 2026 guidance that disappointed investors. The broker expects estimates to move lower following weaker-than-expected guidance and flagged temporary cost pressures a…
Goldman Sachs reiterated a Buy rating and a $23 price target on Vertex Inc., implying roughly 90% upside from current levels. The stock is trading near its 52-week low after a steep decline over the last year. Management highlights compliance and e-invoicing monetization and treats AI as a constructive factor; analysts remain divided and several ha…
Goldman Sachs trimmed its price target for Fiverr International Ltd. to $24 from $44 but maintained a Buy recommendation after the company reported mixed fourth-quarter results and reset its revenue and adjusted EBITDA outlook for 2026 below expectations. Management emphasized a strategic pivot toward higher-value buyers and more complex projects, …
Goldman Sachs has maintained a Sell rating and a $17 price target on Jack In The Box (NASDAQ:JACK) following the company's first-quarter fiscal 2026 results. The shares are trading at $22.01, near a reported fair-value assessment, even as the company posted an adjusted quarterly EPS that beat Goldman’s internal estimate but trailed some consensus p…
Goldman Sachs kept a Neutral rating on Nextdoor Holdings (NXDR) and reiterated a $2.00 price target after the company reported fourth-quarter 2025 results. Revenue growth outpaced expectations thanks to self-serve and programmatic advertising that raised average revenue per user, though weekly active users fell sequentially and management anticipat…
Freedom Capital Markets began coverage of Gentherm Incorporated (NASDAQ:THRM) with a buy rating and a 12-month price target of $41. The research note highlights rising electric vehicle penetration and demand for energy-efficient features as drivers of higher content per vehicle for the automotive thermal management and comfort supplier. The firm al…
Jefferies reaffirmed a Buy rating and a $650 price target on Spotify, citing the wider availability of Google’s Lyria 3 music generation feature in the Gemini app as an incremental development that primarily expands distribution. The firm believes Spotify can shape its AI narrative and benefit as music supply grows, while other analysts offer a ran…
