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
Erste Group has revised its recommendation on Ecolab Inc. shares from Buy to Hold, emphasizing valuation concerns set against the backdrop of solid medium-term growth expectations. Trading near its annual peak, Ecolab’s elevated price-to-earnings ratio compared to peers led to the moderated outlook. The company’s strategic advancements, including a…
Jefferies has reaffirmed its Hold recommendation and $60 price target for PayPal shares following a pronounced slowdown in UK eCommerce growth, a key market representing around 10% of PayPal's branded transaction volume. The firm cites a sharp decrease in UK discretionary spending and lower total payment volume growth expectations for the fourth qu…
UBS has increased its price projection for Intel stock to $52 from $49, reflecting enhanced confidence in Intel's potential to secure new foundry contracts following upcoming technology releases. However, persistent supply limitations and competitive disadvantages, especially against AMD, cloud Intel’s near-term server market opportunities. Other a…
UBS raised its price target for GE Aerospace to $374 from $368 following the company’s strong fourth-quarter 2025 results. The firm maintained a Buy rating, emphasizing solid revenue growth and better-than-expected Commercial Engine Services orders. Despite these metrics, GE Aerospace shares dropped due to valuation concerns. UBS projects continued…
UBS has sustained its Buy rating and $158 price target on Abbott Laboratories, even as recent quarterly results fell short of growth expectations. The stock, now near its 52-week low, faces investor skepticism about its 2026 organic sales forecast. Still, UBS highlights potential catalysts in Abbott's MedTech division and confidence in continuous g…
UBS has sustained its Buy rating for Life Time Group Holdings Inc, setting a price target of $43 per share. This recommendation follows quarterly financial results that surpassed expectations and robust future guidance. The company is banking on significant revenue and membership growth, as well as planned opening of new large-scale fitness centers…
UBS has amended its target price for Procter & Gamble shares to $170 from $161, sustaining its Buy rating after the company reported a modest earnings per share advantage in its fiscal second quarter. The positive earnings surprise, combined with attractive valuation relative to peers and anticipated organic growth acceleration, has led multiple an…
UBS has raised its price target for CACI International to $787 from $752, reaffirming a Buy rating on the stock after the company's robust fiscal second-quarter results. CACI's focus on software-defined national security solutions amid increased governmental budget allocations and acquisition reforms underpins favorable projections, despite minor i…
UBS has maintained its Buy rating on Diamondback Energy with a price objective near $194, anticipating a positive earnings report for Q4 2025. The firm's confidence is underpinned by Diamondback’s robust profitability, significant revenue growth, and progress in debt reduction, positioning the company well for market fluctuations. Diamondback’s rec…
DA Davidson has maintained a Buy rating and a $93 price target on Customers Bancorp shares, following the bank's latest quarterly and annual financial results. Although core earnings per share came just shy of the firm's estimates and revenue lagged expectations in the fourth quarter, robust net interest income growth and ongoing deposit franchise …
DA Davidson has revised its price target for Heritage Financial upwards to $32 from $29, maintaining a Buy rating. The brokerage highlights the bank's improving net interest margin in the fourth quarter of 2025, alongside strong revenue growth and anticipated benefits from an impending acquisition. Heritage Financial's earnings have recently exceed…
UBS has elevated the price target for C.H. Robinson Worldwide to $224 from $177, maintaining a Buy rating due to anticipated productivity improvements from agentic AI deployment, expected strong truckload pricing and volume growth in 2027, and rising earnings forecasts. The logistics firm's share price currently nears its 52-week high amid favorabl…
UBS has adjusted its price target for Microsoft to $600, down from $650, citing a general valuation decline across the software industry. Although the target has been reduced, the firm retains a Buy rating and acknowledges Microsoft's premium positioning relative to its peers. Optimism around Azure's expansion continues, supported by new Fairwater …
DA Davidson continues to recommend a Buy rating on Glacier Bancorp (NYSE:GBCI) with a price target of $55.00, reflecting optimism about the bank’s growth prospects driven by strong quarterly earnings, expansion in net interest margins, and strategic acquisitions. Despite modest organic growth, Glacier Bancorp’s financial stability and dividend cons…
DA Davidson has revised its price target for Broadridge Financial (NYSE:BR) downward to $228 from $240, maintaining a Neutral stance despite a stronger recent quarterly performance by the company. The adjustment reflects broader market valuation pressures observed across peer firms and slight reductions in second-quarter revenue and earnings projec…
Litchfield Hills Research initiated coverage of cybersecurity firm Cycurion (NASDAQ:CYCU) with a Buy rating and a price target of $7. The firm emphasized the company's solid $80 million contracted backlog, which is roughly four times its projected fiscal year 2024 revenue of $15.67 million, indicating significant growth opportunities. Cycurion is t…
DA Davidson has upgraded its price target on Equity Bancshares to $52 from $50 while keeping a Neutral recommendation. The bank's fourth-quarter 2025 core EPS missed the firm's forecast but exceeded consensus, reflecting strong operating earnings despite a delayed acquisition completion and loan payoff pressures. Credit quality improvements and an …
DA Davidson has lowered its price target for healthcare technology company Phreesia Inc. to $30 from $35, continuing to endorse a Buy rating. This assessment follows a discussion with Phreesia’s CFO regarding growth prospects, although recent stock price declines highlight investor concerns. The revised target price implies substantial upside relat…
DA Davidson has updated its price target for Texas Capital Bancshares, raising it to $104 from $94 while maintaining a Neutral rating. This adjustment follows consecutive quarters of the bank surpassing its return on assets target and delivering strong earnings results, complemented by management's shift toward executing growth strategies amid expa…
DA Davidson reiterated its Buy rating on Life360 with a price target of $94, reflecting confidence in the company's growth following its preliminary fourth-quarter performance that surpassed expectations. Despite the stock's decline since the third quarter, the analyst firm views the current valuation as a buying opportunity, while another analyst …
Freedom Capital Markets has shifted its rating on Prologis stock from Buy to Hold, simultaneously increasing its price target to $138 from $134. This change reflects the stock's approach to a near-term valuation ceiling despite continued operational stability and dividend reliability amid a steady industrial real estate market environment.
DA Davidson has adjusted its price target for Columbia Banking System (NASDAQ:COLB) upward to $32.50 from $30.00, maintaining a Neutral rating amid positive operational developments. The firm highlights renewed net interest margin strength and a committed share repurchase strategy as key contributors to this evolved view of the bank’s growth potent…
Barclays has increased its price target for TE Connectivity to $302 from $297, maintaining an Overweight rating on the stock. This adjustment reflects a 32.6% potential upside from the current trading price and aligns with TE Connectivity’s robust performance, which includes a nearly 50% return over the past year. The manufacturer’s broad exposure …
Morgan Stanley warns that Oracle Corporation's substantial growth in contracted customer commitments includes a large portion dedicated to AI infrastructure, particularly for projects involving OpenAI. The investment bank highlights the significant capital expenditures necessary to build this AI compute capacity and projects these costs will impact…
Wells Fargo has lowered its price estimate for Meta Platforms to $754 per share from $795, reflecting increased operational and capital expenditure projections through 2026-2028. The adjustment is attributed to a re-evaluation of capacity contracts and highlights a timing mismatch related to Meta's intensive AI compute investments and the developme…
