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.
3,516 total articles
Roth/MKM has begun coverage of vTv Therapeutics with a Buy rating and a target price of $58, citing promising prospects for the company's oral diabetes treatment cadisegliatin. Anticipated Phase 3 data and ongoing clinical developments reinforce a positive outlook despite current unprofitability, with key financial and patent details supporting ope…
KeyBanc Capital Markets has maintained its Overweight rating on Microsoft, establishing a $630 price target indicative of nearly 40% potential upside from current levels. The firm's assessment highlights rising enterprise demand for Azure cloud services as a significant growth driver, supported by strong recent revenue gains and further upside fore…
Barclays has revised Tesla's stock price target upward to $360 while retaining an Equalweight rating, prompted by Tesla’s launch of fully autonomous robotaxi rides without safety monitors in Austin. Despite this technological milestone, the robotaxi fleet remains limited and below initial targets, with significant demand outstripping supply. Invest…
KeyBanc Capital Markets has reaffirmed its Overweight stance on Chipotle Mexican Grill's stock, keeping a $45 price target intact even as it lowers the company's 2025 earnings per share forecast. The firm's outlook reflects cautious optimism driven by recent sales trends and favorable valuation levels despite some pressures on future margins.
TD Cowen has raised its recommendation on Fortinet stock from Hold to Buy, augmenting its confidence in the company's robust financial performance and growth prospects enhanced by artificial intelligence adoption. The new price target of $100 signals significant upside potential from current levels, supported by Fortinet's healthy profit margins an…
RBC Capital has adjusted its price target for Intel to $48 from $50, maintaining a Sector Perform rating despite the chipmaker's strong recent market performance. The revision follows Intel's better-than-expected fourth-quarter results but a weaker first-quarter 2026 forecast influenced by supply constraints. Other analysts have also modified price…
Raymond James has increased its price target for Columbia Banking System to $34 from $31, maintaining a Strong Buy rating after the bank posted stronger-than-expected fourth-quarter 2025 results. The firm highlights the completed PPBI acquisition and the forthcoming integration as catalysts for earnings growth, projecting improved profitability met…
Raymond James has upgraded its price objective for CSX Inc. to $41 from $40, maintaining an Outperform rating. The adjustment reflects confidence in CSX's operational advances driven by the ONECSX initiatives and the strategic direction set by new CEO Steve Angel. Despite a marginal revenue shortfall in Q4 2025, earnings surpassed expectations, sup…
Raymond James has adjusted its price target for Old National Bancorp stock to $28 from $25, maintaining a Strong Buy rating on the back of solid earnings results. The bank exceeded earnings expectations with $0.62 per share, supported by expanded net interest margins, improved loan growth, and disciplined expense management. Despite a slight revenu…
MercadoLibre plans to raise logistics fees in Brazil starting March 2026, a development that has prompted Itau BBA to reaffirm its Outperform rating on the stock. The fee adjustment is expected to enhance the company’s earnings per share by about 3% in 2026 and add roughly $280 million in annual net revenues. MercadoLibre's recent financial maneuve…
RBC Capital has increased its price target for American Axle & Manufacturing Holdings (NYSE: AXL) to $12, up from $9, signaling confidence in the company's near-term growth prospects. The upgrade reflects better than expected driveline segment results and favorable global automotive production trends. Meanwhile, the company's recent quarterly earni…
Roth/MKM has initiated coverage on Arcturus Therapeutics, assigning a Buy rating and setting a price target of $20.00, indicating an anticipated upside of 163% from current trading levels. The biotech has experienced notable share price declines amidst various challenges, but analysts emphasize its strong cash position and promising clinical progra…
Raymond James has reduced its price target for Abbott Laboratories to $130 from $146 while maintaining an Outperform recommendation. The adjustment follows disappointing fourth-quarter results, particularly in the Nutrition segment, which have contributed to a recent share price decline nearing the 52-week low. Despite these challenges, the firm po…
BofA Securities increased its price target on Consolidated Edison (NYSE:ED) to $99 from $96 following regulatory approval of the utility's rate plan through 2028. Despite this, the firm maintains an Underperform rating citing constrained upside potential relative to peers. Recent corporate moves include asset divestment and new financing arrangemen…
Raymond James has increased its price target for Huntington Bancshares to $21.00 from $20.00, maintaining a Strong Buy rating following the bank's fourth-quarter earnings that exceeded EPS expectations but missed slightly on revenue. The bank remains attractively valued with a P/E of 13.13 and a notably low PEG ratio, supported by consistent revenu…
Bank of America Securities has updated its forecasts for TFI International, raising the price target while keeping an Underperform rating. This adjustment follows TFI's recent disclosures of expanding revenue streams from data center and electric grid transportation, key subsets of its truckload business. The company's strategic focus on specialize…
Bank of America Securities recently updated its investment outlook for Pan American Silver (NYSE:PAAS), raising its price target to $73 from $68 while maintaining a Buy rating. This adjustment follows the company's latest preliminary production figures for 2025 and its guidance for 2026, which surpassed analyst expectations for silver and gold outp…
Bank of America Securities has nudged up its price target for Procter & Gamble to $171 from $170 while maintaining a Buy rating after the company's second-quarter 2026 results met expectations. Despite organic sales holding steady in Q2, the stock saw relief following the reaffirmation of full-year guidance. BofA projects improved growth in the lat…
BofA Securities has increased its price target for Allison Transmission to $92 from $77 after the completion of its acquisition of Dana's Off-Highway business. While maintaining an Underperform rating, the firm projects substantial revenue and EBITDA contributions from the acquisition and has revised its outlook on various market segments. Concurre…
BofA Securities has adjusted its price target for Alcoa Corporation to $38 from $33, reflecting improved demand conditions despite maintaining an Underperform rating. The aluminum producer's recent financial results exceeded earnings expectations but fell short of EBITDA forecasts, partly due to operational setbacks in Brazil. Analysts note ongoing…
Bank of America Securities has raised its price target for CACI International to $750, highlighting the company's robust margin improvements and strong free cash flow generation, despite challenges in government contract awards. The firm maintains a Buy rating as CACI's stock price nears a new 52-week peak, supported by a reaffirmed full-year outlo…
BofA Securities has lifted its price target for United Airlines to $145 from $130 following the airline's strong fourth-quarter 2025 earnings and promising demand trends. Despite conservative guidance in a volatile industry environment, the airline's financial performance has prompted multiple analysts to revise earnings estimates upward, signaling…
BofA Securities has revised its price target for SLM Corp. downward to $32 from $35, while affirming a Buy rating due to the company's strong fourth-quarter fiscal results and favorable outlook in the student loan sector. The firm's notable earnings beat was driven by strategic provisions and operating efficiencies, and the outlook points to signif…
BofA Securities has adjusted its price target for Black Hills Corp to $72 from $70, citing improved strategic prospects from the anticipated Northwestern Energy merger. The utility's stock price is near its year-high but may be overvalued relative to fair value. The firm sees potential for higher EPS compound annual growth and notes infrastructure …
Bank of America Securities reduced McCormick & Company’s price target from $89 to $80 after the spice and flavor company's fourth-quarter results revealed weaker-than-expected organic sales and a gross margin decline. The adjustment reflects several factors, including inventory impacts and increased costs. Meanwhile, McKesson Corporation’s strong q…
