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
UBS raised its price target on Gilead Sciences to $175 from $155 and kept a Buy rating, pointing to imminent Phase I data on six-month long-acting HIV treatment candidates as the catalyst. The bank views these data as the next major advance in Gilead's HIV pipeline and a potential lever to sustain revenue past Biktarvy's patent protection through 2…
UBS raised its 12-month price target on Kenvue Inc. to $19 from $17 while maintaining a Neutral rating following the company's fourth-quarter results that exceeded expectations. The beat was driven by stronger organic sales, improved margins and a favorable tax rate, but management withheld a 2026 outlook because of the pending acquisition by Kimbe…
UBS raised its price target on Ovintiv Inc. (NYSE: OVV) to $58 from $55 and reaffirmed a Buy rating, pointing to the company’s $3 billion Anadarko asset divestiture and recent acquisition activity as primary reasons for the upward revision. UBS bases the new target on a 3.75x 2027 EV/EBITDA multiple and highlights ongoing debt reduction as a materi…
UBS has reaffirmed a Buy rating on Savers Value Village Inc (SVV) with a $16.00 price objective, implying roughly 46% upside from the prevailing share price of $10.95. The broker points to preliminary fourth-quarter comparable sales gains, a heavy U.S.-focused expansion plan, and the potential for new stores to transition from short-term profitabil…
UBS reduced its 12-month price target for Somnigroup (SGI) to $115 from $122 while retaining a Buy rating after shaving its 2026 EPS estimate by 3%. The bank justified the adjustment by referencing Somnigroup's conservative 2026 guidance range and several analyst downgrades, but still sees upside tied to Mattress Firm synergies and modest organic g…
UBS increased its price target on CAVA Group Inc to $69 from $66 but kept a Neutral rating, citing improving sales momentum and easier year-over-year comparisons into 2026. The firm raised its sales-driven estimates for 2026 and 2027 while stopping short of a more positive rating until it sees clearer evidence of sustained, outsized growth. Other a…
UBS has reduced its price target for Sprouts Farmers Market (SFM) to $75 from $108 while keeping a Neutral rating, aligning with the low end of analyst estimates. The firm pointed to a marked decline in Sprouts' valuation and a shift away from the unusually strong growth drivers that supported the company from 2023 through early 2025. Other firms, …
UBS cut its price target for Genuine Parts Company to $135 from $150 and left a Neutral rating in place after the distributor reported softer fourth-quarter results and trimmed its 2026 outlook. The company posted an earnings shortfall and faces revenue softness and SG&A inflation as it moves forward with a planned separation of its Auto and Indust…
Benchmark reiterated a Buy rating and a $45.00 price target on Nano Nuclear Energy (NNE), citing progress on its test reactor program and regulatory milestones. The target implies about a 78% upside from the recent share price of $26.13. The company reported a first-quarter net loss driven by higher R&D spending, but its cash position surged af…
Benchmark has upheld a Buy rating and a $24.00 price target for Rush Street Interactive (RSI), pointing to the company's casino-focused strategy and evident operational efficiencies. The decision aligns with InvestingPro data that indicates RSI may be undervalued, with analyst targets spanning $20 to $30. Strong fourth-quarter results, robust user …
Benchmark Research has left its Buy rating and $13 price target unchanged for Liberty LiLAC (NASDAQ:LILA) ahead of the company's earnings report due after market close. The target implies roughly 64% upside from the current $7.89 share price, though InvestingPro's Fair Value model indicates the stock may be slightly overvalued. Benchmark left its 4…
Benchmark has reaffirmed its Buy rating and $75.00 price objective on The Andersons, Inc. following the company’s fourth-quarter 2025 report. The firm highlighted outperformance driven by Renewables and Agribusiness, supported by operational tailwinds and 45Z tax credits. The company reported adjusted EPS above expectations, a record adjusted net i…
Benchmark has reiterated a Buy rating and a $112.00 price target on Expand Energy (EXE) after the company released quarterly results and a reserve report that exceeded expectations. Adjusted EBITDA came in at $1.425 billion, reserve revisions were driven by extensions and non-price related factors, and management outlined capital plans including a …
Stifel has maintained a Buy rating and a $160 per-share price target on Glaukos (GKOS), citing encouraging signs for the company’s iDose and Epioxa programs. The firm expects sequential expansion in iDose volumes in early 2026 and reports Epioxa system placements running ahead of management targets. Recent regulatory and payer developments, plus ba…
Erste Group has resumed coverage of Eni SpA with a buy rating, citing the oil and gas company's ability to sustain high operating cash flow and to offset declines from aging fields through planned gas and liquefied natural gas (LNG) projects targeted for 2026. The broker pointed to robust recent share performance and a steady dividend track record …
Stifel increased its 12-month price target on Sunoco LP to $64 from $61 while retaining a Buy rating, pointing to benefits from the Parkland acquisition and ongoing synergies. The company reported stronger-than-expected revenue but a substantial earnings-per-share miss for fourth-quarter 2025. Management continues to pursue smaller bolt-on deals an…
Stifel reduced its price target on Palo Alto Networks to $185 from $200 while keeping a Buy rating after the cybersecurity firm's fiscal second-quarter results were affected by the earlier-than-expected closings of the Chronosphere and CyberArk deals. The company reported better-than-expected overall earnings and reaffirmed key full-year metrics, b…
Stifel has reaffirmed its Buy rating on Cadence Design Systems (CDNS) and retained a $395.00 price target after the company's fourth-quarter fiscal 2025 results. Cadence beat revenue, margin and EPS consensus estimates and raised first-quarter fiscal 2026 guidance. The company continues to show strength in semiconductor IP, hardware, and AI-related…
Stifel has reaffirmed a Buy rating and a $75.00 price target on CAVA Group Inc (NYSE:CAVA) ahead of the company’s fourth-quarter earnings report due February 24. The analyst house expects results to meet or beat consensus and projects 2026 growth powered primarily by unit expansion, menu innovation and expanded marketing. Stifel also flagged improv…
Erste Group upgraded NextEra Energy (NYSE: NEE) from Hold to Buy, driven by revised long-term growth expectations and the utility's stronger financial targets. The firm highlights an expected earnings per share compound annual growth rate of at least 8% through 2032 from a 2025 base, robust margins, and an expanding dividend. Recent quarterly resul…
Erste Group cut its rating on Alibaba Group Holding (NYSE: BABA) from Buy to Hold, pointing to shrinking operating margins and a climb in long-term liabilities. The firm still sees potential in Alibaba’s AI and cloud initiatives, while other brokerages maintain bullish views amid strong user growth for the Qwen AI assistant and fresh marketing inve…
Erste Group moved its recommendation on IBM (NYSE: IBM) from buy to hold, pointing to an expected deceleration in the company’s infrastructure business driven by mainframe demand. The downgrade arrives amid a recent share price pullback and follows company guidance for modest top-line growth and a material increase in free cash flow for 2026.
Erste Group downgraded Cisco Systems to Hold from Buy, flagging pressure on gross margins driven by sharply higher DRAM and other memory costs. The move comes despite Cisco's positive revenue guidance for fiscal 2026 and better-than-expected fiscal second-quarter results. The shares are trading at $77.84 and are judged overvalued by Fair Value metr…
Erste Group upgraded McDonald’s Corp. shares from Hold to Buy, pointing to expectations of stronger sales growth and the company’s high operating margins. The upgrade comes amid a wave of analyst target changes following better-than-expected global same-store sales in the fourth quarter, with price targets now ranging from $250 to $380 and the stoc…
Erste Group moved Procter & Gamble (NYSE: PG) from Hold to Buy, citing attractive valuation relative to peers. The consumer goods company reaffirmed guidance for low-single-digit sales growth and modest EPS expansion, while outlining a $14-15 billion plan to return capital to shareholders. Several other large brokerages adjusted ratings and price t…
