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
DA Davidson reaffirmed its Buy recommendation on Nordson Corporation and raised its price target to $290, reflecting optimism about the company's synchronized organic growth across its business segments despite recent headwinds in specific markets. The endorsement follows direct engagements with Nordson executives and robust financial performance e…
Freedom Capital Markets has initiated a Buy rating on Real Brokerage Inc. (NASDAQ: REAX), setting an ambitious price target that suggests significant upside potential. The firm underscores Real Brokerage's asset-light model, proprietary technology, and expanding ancillary service offerings as key drivers. These factors, combined with recent strong …
Stifel has lowered its price target on McCormick & Company to $65 from $71, maintaining a Hold rating after the company's latest quarterly earnings revealed a slight shortfall versus expectations, mainly caused by increased costs. Despite the earnings miss, McCormick has maintained steady volume growth and revenue expansion. However, the company’s …
Clear Street has elevated its price target on Bloom Energy Corp. following enhanced sales projections linked to a substantial American Electric Power order and rising demand from planned AI datacenters in Texas. Despite the stock trading well above analyst targets, these developments have prompted modest increases in future revenue forecasts. Varie…
Stifel continues to recommend Deckers Outdoor stock with a Buy rating and a price target of $117, expressing optimism ahead of the company's upcoming fiscal third-quarter earnings announcement. The firm forecasts better-than-expected revenue and adjusted earnings per share, with potential for a small upward revision to full-year guidance. The outlo…
Stifel has upheld its Hold recommendation and $200 price objective for Texas Instruments, anticipating upcoming earnings in line with expectations but with slight upside potential. The firm projects a modest revenue decline quarter-over-quarter with earnings per share estimates reflecting cautious optimism. Amid a complex macroeconomic environment …
Morgan Stanley has reduced its Oracle price target substantially to $213 from $320, citing notable concerns about the financial impact of Oracle's GPU-as-a-Service business expansion. Despite this, Oracle maintains strong revenue growth and profitability forecasts. The company faces both heightened funding demands and legal challenges related to de…
Stifel has reaffirmed its Buy recommendation on UPS, emphasizing the company's stronger-than-expected third-quarter 2025 performance. Despite volume pressures, UPS showcased progress in cost management and transformation initiatives, underpinning steady financial fundamentals and management's confidence in upcoming peak season results.
Following an impressive fourth-quarter performance marked by notable revenue and earnings surpassing expectations, Stifel has reaffirmed its Buy rating on Intuitive Surgical with a $670 price target. The company achieved approximately 19% year-over-year revenue expansion and raised financial guidance for the upcoming year, underpinning optimistic m…
Stifel has revised its price target for HubSpot Inc to $500 from $550 while holding on to its Buy rating, reflecting recent software multiple compressions rather than company performance concerns. HubSpot's partner feedback remains optimistic, with notable growth in upmarket penetration and AI integration plans, supporting its strong revenue and pr…
Stifel has adjusted its price forecast for The Trade Desk from $90 to $74 but maintains a Buy rating, acknowledging current challenges such as potential subdued first-quarter guidance and competitive pressures. While the stock has declined sharply over the last year, it is considered undervalued relative to its Fair Value. Other analysts present mi…
Stifel raised its price target on Intel to $42 from $35 after robust fourth-quarter earnings results, though maintaining a Hold rating. Despite exceeding revenue and earnings expectations in Q4, Intel's cautious outlook for the first quarter, citing supply constraints, led to mixed analyst reactions. The company’s impressive data center and AI segm…
Stifel has lowered its price target for Meta Platforms from $875 to $785, citing concerns about increasing expenditures related to AI initiatives and capital investment. The revision occurs despite robust fourth-quarter advertising results driven by Instagram Reels. Meanwhile, regulatory pressures in Brazil and the UK are adding complexity to Meta'…
Stifel has increased its price target for CACI International to $765 from $670, maintaining a Buy rating following the company's fiscal second-quarter earnings. Despite revenue missing estimates, improved profit margins contributed to a positive earnings surprise. The firm is viewed favorably in light of ongoing government funding and military acti…
Stifel has increased its price target for Alphabet's shares to $346 from $333, maintaining a Buy rating driven by optimistic projections for the company's upcoming fourth-quarter advertising revenue, particularly in Search and YouTube. The report anticipates that Alphabet's cloud segment estimates remain realistic. As the February 4 earnings releas…
Raymond James has maintained its Outperform rating on Schlumberger, setting a price target of $52.00 following the company's solid Q4 2025 earnings report. Schlumberger showcased revenue growth across regions and exceeded consensus estimates, driven notably by its digital segment and integration of ChampionX. Despite a slight year-over-year revenue…
Bernstein SocGen has revised downward its price target for Abbott Laboratories to $125 from $154, maintaining an Outperform rating. This adjustment reflects the company's unexpected decline in fourth-quarter sales and a slowing continuous glucose monitoring segment. Despite these challenges, consensus among analysts remains positive, with potential…
Bernstein SocGen Group decreased its price target for CSX to $36 from $37 following the company's quarterly earnings release, which fell short of revenue expectations. The stock trades near its assessed fair value today. Despite the adjusted earnings per share miss being contained between 2-3%, broader analyst sentiment remains cautious with multip…
The Simply Goods Group continues to attract positive attention from Bernstein SocGen with an Outperform rating and a maintained price target of $31.00, implying significant upside potential despite a recent stock price decline and margin challenges. Guidance for fiscal year 2026 remains steady, with expectations of flat organic sales followed by a …
Argus has revised its rating on Wolverine World Wide from Buy to Hold, highlighting challenges including uncertain trade policies and decelerating sales in the Lifestyle segment. The move follows reported weakness in direct-to-consumer sales and strategic investments that suggest ongoing volatility for the stock. Despite these factors, Wolverine ma…
Bernstein has maintained its Outperform rating for Datadog, assigning a price target of $180.00 despite ongoing speculation regarding a potential acquisition of GitLab. While Datadog's stock price shows momentum shifts linked to these rumors, Bernstein's analysis suggests the company prefers organic product development over sizable acquisitions. Ma…
Truist Securities has raised its price target for Intel to $49 from $39, maintaining a Hold rating amid the company's robust fourth-quarter performance and improved outlook on its 14a manufacturing process ramp. Intel's shares trade near a 52-week high, supported by strong data center and AI revenue growth, though supply constraints and cost pressu…
Bernstein SocGen Group has reaffirmed its Market Perform rating on Intel shares, accompanied by a $36 price target, following the semiconductor giant's strong fourth-quarter 2025 earnings. Although Intel surpassed revenue and earnings expectations in Q4, the company’s forecast for the first quarter of 2026 presents challenges, citing ongoing supply…
Bernstein SocGen Group has downgraded Freeport-McMoRan’s stock from Outperform to Market Perform, even as the mining giant shows signs of steady recovery following disruptions at its Grasberg site. Despite operational improvements and increased production guidance, the analyst remains wary of the stock’s valuation, which currently reflects optimist…
Intuitive Surgical demonstrated resilient financial performance in its latest quarter, exceeding analyst expectations on both revenue and earnings per share. Truist Securities reaffirmed its Buy rating and maintained a $650 price target, noting robust procedure growth and expanding market opportunities. Industry analysts largely responded favorably…
