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
Raymond James cut its price target on Global-E Online Ltd. (NASDAQ: GLBE) to $45 from $50 while retaining an Outperform rating after the company reported stronger-than-expected fourth-quarter 2025 results. The stock, trading at $34.81, implies roughly 29% upside to the revised target. Other analysts continue to recommend buying the shares, with tar…
Raymond James boosted its price objective on Analog Devices (ADI) to $385 from $290 while keeping an Outperform rating, highlighting continued upside after another quarter of strong results. Management says performance reflects underlying end-market demand rather than inventory restocking, and multiple analysts have raised targets amid broad-based …
BofA Securities upgraded TFI International to Neutral from Underperform and lifted its price target, pointing to improved cash generation, expected operational gains in U.S. less-than-truckload operations, and higher earnings-per-share estimates for 2026 and 2027. The move comes alongside other analyst adjustments and mixed company guidance for ear…
Stifel has increased its price target for Analog Devices (NASDAQ: ADI) to $405 from $360 and kept a Buy rating, citing strong results, guidance and multi-market secular tailwinds. The stock trades at $346.56 and, according to InvestingPro data referenced in the report, is above its Fair Value. The firm’s target embeds calendar year 2027 estimates a…
Stifel has increased its price target on Camtek Ltd. to $185 from $120 while retaining a Buy rating, pointing to accelerating demand tied to AI packaging. The upgrade follows fourth-quarter results that met expectations and management guidance calling for double-digit revenue growth in 2026, even as the stock trades at a high P/E and recent guidanc…
Canaccord Genuity trimmed its 12-month price target on Insulet Corporation (PODD) to $435 from $450 while keeping a Buy rating. Insulet reported robust fourth-quarter revenue of $783.8 million, driven by U.S. and international Omnipod growth and increased Type 2 diabetes adoption, with adjusted EPS beating analyst estimates. The analyst cut reflect…
Needham has lowered its rating on Similarweb Ltd (SMWB) to Hold from Buy, citing recurring sales execution problems and lengthening sales cycles that prompted a more cautious fiscal 2026 revenue outlook. The company posted solid gross margins and year-over-year revenue growth but missed consensus on recent bookings and fourth-quarter results. Multi…
RBC Capital reduced its price target on Fiverr International Ltd. (FVRR) to $16 from $28 while keeping a Sector Perform rating, citing a mixed fourth-quarter report and guidance for 2026 that signals AI-related headwinds. The broker highlighted early signs of progress toward larger customers but said the firm faces a multi-year path to offset disru…
Mizuho upgraded LeonaBio to Outperform from Neutral and increased its price target to $10.00 from $4.00 following a model reboot that introduced first-time forecasts for lasofoxifene in mutated ESR1 metastatic breast cancer and for ATH-1105 in ALS. The firm projects peak global unadjusted sales for lasofoxifene at $1.7 billion and risk-adjusted sal…
Needham raised its price target on Camtek Ltd. (CAMT) to $175 from $160 and kept a Buy rating after the company reported fourth-quarter 2025 results that slightly beat expectations on revenue but missed on non-GAAP gross margin. Roughly half of the quarter's sales were tied to AI-related products such as HBM and chiplets, underpinning solid year-ov…
RBC Capital launched coverage of Rhythm Pharmaceuticals (NASDAQ: RYTM) with an Outperform rating and a $145 price target, highlighting the company’s commercial-stage Imcivree franchise, strong gross margins and potential expansion into Prader-Willi syndrome. The firm applied a speculative risk designation while projecting more than $2 billion in Im…
TD Cowen raised its price target on TFI International to $130 from $112 and maintained a Buy rating after the company reported a fourth-quarter beat but provided first-quarter guidance below expectations. TFI faced a weak January, with U.S. less-than-truckload (LTL) metrics improving in February. Management is prioritizing operational turnaround ov…
Morgan Stanley has raised its price objective for Smurfit Westrock (NYSE:SW) to $61 from $53 and kept an Overweight rating, citing improved U.S. market exposure, self-help measures, and a renewed emphasis on free cash flow, return on capital employed, and shareholder returns. Jefferies also nudged its target higher to $58 from $52 while maintaining…
Clear Street upgraded Korro Bio Inc. (NASDAQ:KRRO) to a Buy rating from Hold and increased its price target to $18 from $10 after the company’s analyst day presentation on KRRO-121, its lead program for hyperammonemia. The firm cited an unmet medical need and a solid scientific rationale for the program, while acknowledging the need for further cli…
Guggenheim on Tuesday downgraded Mister Car Wash Inc. (MCW) to Neutral from Buy and removed its price target following the announcement of a take-private transaction. The firm cited the company’s long-standing weak market reception since its 2021 IPO, a small public float, and the $7-per-share acquisition price as factors behind the move. The trans…
BofA Securities raised its price target on Global-E Online Ltd. (NASDAQ: GLBE) to $52 from $50 while keeping a Buy rating, citing stronger-than-expected fourth-quarter 2025 results, an above-consensus 2026 outlook, and higher confidence in execution. The new target implies roughly 49% upside from the current share price of $34.81.
BMO Capital raised its 12-month price objective for Clean Harbors (CLH) to $310 from $290 while retaining an Outperform rating, citing improving underlying demand, disciplined execution and greater capital deployment following the company's fourth-quarter 2025 update. The firm flagged early indications of recovery in industrial markets and sees pot…
BofA Securities raised its price target on eToro Group to $44 from $40 while keeping a Neutral rating after the broker flagged an adjusted EPS beat and improved ECC trading contribution. eToro reported fourth-quarter 2025 earnings above expectations and robust revenue, prompting upgrades and higher targets from other firms even as crypto volumes re…
Jefferies trimmed its price objective on Waystar Holding to $41 from $43, keeping a Buy rating. The firm flagged Waystar's fiscal 2026 organic EBITDA guidance as a key determinant for near-term investor sentiment, while noting progress on the Iodine acquisition and management commentary about the company's competitive position and AI integration. O…
Truist Securities raised its price target on Wingstop to $375 from $365 and affirmed a Buy rating following fourth-quarter 2025 results that topped expectations for same-store sales and adjusted EBITDA. The firm raised its estimates, highlighted company initiatives such as Smart Kitchen and a forthcoming loyalty program, and called the 2026 develop…
Truist Securities trimmed its 12-month price objective for Medtronic to $103 from $107 and kept a Hold rating, saying it needs faster organic revenue or stronger EPS momentum before reconsidering. The company delivered a quarter that beat several expectations, with solid performance across most business segments and management standing by fiscal 20…
Needham has moved Fiverr International Ltd. (FVRR) from Buy to Hold after the company signaled a deliberate reorientation toward higher-value customers. The brokerage cut adjusted EBITDA projections sharply for 2026 and 2027 and flagged the potential for meaningful gross merchandise volume declines in 2026 as the company executes the new plan. The …
BTIG maintained a Buy rating and a $380 price target on Insulet Corporation (PODD) after the company's fourth-quarter results showed notable revenue growth, healthy margins and forward guidance that points to sustained expansion. While adjusted EPS slightly missed expectations, the company's top-line beat and guidance for 2026 underpin the analyst …
Oppenheimer increased its price objective on Travel + Leisure (TNL) to $85 from $75 after the company posted fourth-quarter results that exceeded expectations. The upgrade, which accompanied an Outperform rating, follows stronger-than-forecast EBITDA and revenue, continued dividend consistency, and a resort optimization plan that should add increme…
Northland adjusted its Camtek recommendation from Outperform to Market Perform while lifting its price objective to $150 from $128, citing valuation dynamics, inventory patterns and mixed near-term guidance. The move follows results that matched expectations, conservative consensus forecasts and elevated market attention on the semiconductor inspec…
