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
Jefferies has raised its price target on Columbia Banking System to $32 from $30 while maintaining a Hold rating, following the bank's slightly better than expected fourth-quarter results and mixed guidance for fiscal year 2026. The bank’s net interest income and core earnings per share surpassed analyst expectations, bolstered in part by acquisiti…
Raymond James has increased its price target for Banc of California to $24 from $20 after the bank reported better-than-expected fourth-quarter 2025 earnings. The bank's substantial loan and deposit growth, alongside promising forward guidance and strategic initiatives, support the analyst firm's optimistic projections for profitability and capital…
Jefferies has revised its price target for Abbott Laboratories downward to $145 from $149 after the healthcare company reported fourth-quarter revenue that missed analyst expectations, primarily due to weaker-than-anticipated performance in its Nutrition segment. Abbott’s earnings per share met forecasts, and the company provided guidance for conti…
Jefferies has adjusted its stock price target for McKesson downward to $74 from $79 following the company's underwhelming fourth-quarter earnings and subdued 2026 guidance, attributed mainly to ongoing inflation-related cost pressures. The analyst firm maintains a Buy rating, highlighting McKesson's steady volume expansion, promising innovation eff…
Mizuho has raised its price objective for Nextpower Inc. from $76.00 to $81.00, keeping a Neutral stance on shares that currently trade above this target. The adjustment reflects better credit quality and diversification within the company. Analysts note Nextpower’s solid performance in profitability and cautious management approach, setting expect…
Jefferies has adjusted its price target for Travelers Companies Inc. to $305 from $310, maintaining a Hold rating despite solid quarterly results and raised guidance. The insurer posted earnings and revenue surpassing expectations, underscoring effective operational performance. However, concerns over decelerating business insurance pricing and inc…
Mizuho has adjusted its price target for Intel Corporation to $48 from $41 while retaining a Neutral rating, reflecting a nuanced outlook in light of mixed near-term financial guidance and long-term strategic initiatives. Intel’s shares are trading close to their 52-week peak, having gained over 150% in the past year. The company faces expected rev…
Jefferies has lowered its price target for Inspire Medical Systems to $81 from $100 while maintaining a Hold rating. The adjustment follows a Centers for Medicare & Medicaid Services revision on obstructive sleep apnea coverage, which now entrusts reimbursement decisions to local Medicare Administrative Contractors. This change has reduced upside p…
Jefferies has elevated its price target for Enphase Energy shares to $37, driven by promising contributions from the company's storage hardware business, despite maintaining a Hold rating. The company is expected to exceed fourth-quarter EBITDA estimates partly due to storage hardware, with projections highlighting potential shipment declines in 20…
Raymond James has boosted its price objective for Intuitive Surgical to $615, maintaining a positive stance on the surgical robotics leader after the company delivered stronger-than-expected fourth-quarter earnings and revenue. Despite the stock trading above its fair value based on current metrics, the firm's confidence is bolstered by robust prof…
BMO Capital has adjusted its price target for Alcoa to $65 from $67, retaining a Market Perform rating. This action follows Alcoa's recent earnings report which included a one-time CO2 credit benefit rather than operational gains. Despite solid revenue growth and earnings, an extended timeline on asset sales influenced the target revision. Alcoa’s …
RBC Capital has increased its price target on Columbia Banking System to $32 from $30 following the company's fourth-quarter results, which surpassed analyst expectations in earnings per share and revenue. While acquisition-related factors influenced the quarter, core financial indicators such as asset composition, margins, and expense management r…
BTIG has adjusted its price target for Capital One Financial from $308 to $270 while retaining a Buy rating following Capital One’s acquisition of Brex. The revision factors in near-term dilution and a projected slowdown in share repurchases, with updated earnings per share (EPS) estimates reflecting these changes. Although Capital One's recent qua…
RBC Capital has increased its price target for Texas Capital Bancshares to $110 from $105 while keeping a Sector Perform rating. The increment follows the company’s solid quarterly performance, robust loan growth, and better-than-expected earnings and revenue in Q4 2025. The stock trades near its 52-week high, supported by significant returns over …
Evercore ISI has lowered its price target for Intuitive Surgical to $550 from $580 while reiterating an "In Line" rating after the company's fourth-quarter earnings report. Intuitive Surgical posted revenue of $2.87 billion, a 19% increase, and strong system placement figures but offered conservative procedure growth projections for fiscal 2026. Th…
Evercore ISI has raised its price target for Vertex Pharmaceuticals to $530 from $475, maintaining an Outperform rating based on the promising commercial potential of povetacicept and confidence in the company's pipeline. Other analysts have also upgraded their outlooks, highlighting favorable clinical data and market dynamics related to Vertex's k…
Evercore ISI has increased its price target on Intel Corporation to $45 from $41.10, retaining an 'In Line' rating despite the stock trading considerably above this level. The adjustment follows Intel's mixed quarterly results, where supply chain issues dampened first-quarter guidance. While the stock experienced a sharp after-hours decline, the co…
Citizens have upheld their Market Outperform rating on Twilio, setting a price target of $185, highlighting the company's robust login metrics and revenue growth. The cloud communications provider's embrace of voice AI agents positions it as a top investment idea for 2026. Similarweb also retains positive rating, reflecting confidence in digital in…
Evercore ISI has increased its price target for Northern Trust Corporation to $155 from $142, acknowledging the firm's strong market momentum and robust quarterly results. The financial services provider's shares have approached their 52-week high following a substantial annual gain. Nonetheless, Evercore retains a neutral rating, emphasizing the i…
HSBC has maintained its Buy rating on Meta Platforms Inc., setting a $905 price target as the social media giant leverages AI advancements to enhance ad revenues and sustain high growth. Although Meta trails specialized competitors in generative AI, the company's focus on integrating AI into its core advertising offers strong financial prospects al…
Citizens analyst Matthew Carletti has maintained a Market Perform rating on RLI Corp, emphasizing the company's solid underwriting track record and prudent management strategy within a fairly valued market context. Despite RLI outperforming expectations in recent earnings, its current valuation aligns with industry peers and reflects cautious senti…
Citizens has reaffirmed its Market Outperform rating for Similarweb Ltd with a price objective of $17.00, following a detailed review of the company's pre-fourth quarter earnings materials. The report underscores robust user engagement metrics, particularly strong login growth and console activity, outpacing consensus comparisons to Twilio. Meanwhi…
Jefferies has initiated coverage on Terna Rete Elettrica Nazionale SpA with a Hold rating and set a price target of €9.80, pointing to stretched valuation levels even as the company benefits from a strong regulatory environment and robust growth in its regulated asset base driven by Italy's energy transition investments.
Kepler Cheuvreux has shifted its investment stance on ProSiebenSat.1 Media SE from a Reduce to a Hold rating, maintaining a price target of EUR 5.00. This change reflects the narrowing gap between the company’s share price and its perceived fundamental value, despite ongoing skepticism regarding cost-saving potentials and strategic approaches withi…
Berenberg has adjusted its rating on Schoeller-Bleckmann Oilfield Equipment AG from Buy to Hold, also reducing its price target from EUR35.00 to EUR31.00. This shift follows the company's recent update highlighting falling sales and bookings due to macroeconomic uncertainty and anticipated weak oil prices in 2025. Despite cost-cutting and capacity …
