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
Stifel reduced its 12-month price target for Caesars Entertainment (CZR) to $36 from $39 while retaining a Buy recommendation. The new target implies roughly 66% upside from the stock's current price of $21.63, even as the share price hovers near a 52-week low. Stifel and other brokerages note strong free cash flow potential alongside investor doub…
Stifel reduced its 12-month price target for Leidos Holdings to $205 from $220 while keeping a Hold rating, citing investor concern over key Veterans Affairs disability exam contracts and AI disruption. The company posted a stronger-than-expected fourth quarter on EBITDA and showed solid book-to-bill metrics, but revenue in the quarter missed forec…
Stifel reduced its 12-month price target for General Mills Inc. (GIS) to $50 from $52 while retaining a Buy rating, following the company’s presentation at the 55th CAGNY conference. General Mills lowered its fiscal 2026 guidance amid slower consumer recovery, citing heavier promotional activity and weaker volume trends, with specific softness in c…
Stifel reduced its 12-month price target on Beta Bionics, Inc. (BBNX) to $22 from $25 while maintaining a Buy rating. The move follows a review of fourth-quarter 2025 metrics, including gross margin and operating expenses, and a look at 2026 guidance and regulatory updates. Beta Bionics reported a 59.0% Q4 2025 gross margin, revenue of $100.25 mill…
BofA Securities has begun coverage of Burford Capital with a buy rating and a price objective of $14.55 per share for the New York-listed stock and 1,062 pence for the London-listed shares. The U.S. target implies roughly 48% upside from a quoted price of $9.82. BofA highlights the company's cash returns on tangible equity exceeding its cost of equ…
Guggenheim reiterated a Buy rating on Madison Square Garden Sports Corp. and lifted its price target following the company’s announcement that its board will explore a tax-free spin-off of the New York Knicks and New York Rangers. The stock has jumped sharply in recent months and third-party franchise valuations imply substantial upside versus curr…
Cantor Fitzgerald cut its price target on Metaplanet (OTC: MTPLF) to $3.00 from $6.00 but maintained an Overweight rating. The update follows the company's Q4 and fiscal 2025 results, in which Bitcoin-related activity dominated revenue and the firm materially increased its Bitcoin holdings. InvestingPro data highlights valuation upside versus Fair …
Cantor Fitzgerald reaffirmed an Overweight rating and a $220 price objective for Palo Alto Networks (PANW) following the company’s latest quarterly report. Trading near $150.40, the stock sits roughly 35% below Cantor’s target. Palo Alto delivered results that beat FactSet consensus across several metrics, and management highlighted progress in AI …
Cantor Fitzgerald maintained an Overweight rating and a $111.00 price target on Goosehead Insurance Inc. (GSHD), highlighting an in-line quarterly result and a view that the stock could be rerated over time despite conservative guidance for 2026 and delayed margin expansion. Other brokerages issued mixed reactions following the quarter, with some l…
Cantor Fitzgerald has reiterated an Overweight rating on Ideaya Biosciences (IDYA) as the company approaches a pivotal Phase 2/3 topline progression-free survival readout for darovasertib in late March. The trial, OptimUM-02, compares darovasertib plus crizotinib against physician-chosen regimens in first-line metastatic uveal melanoma. Investor fo…
D.A. Davidson reiterated a Neutral rating on Franklin Electric (FELE) and set a $90 price target after the company's fourth-quarter 2025 results. Sales and operating profit fell short of the firm's model, driven by volume weakness in Water Systems across several regions. Energy and Distribution segments delivered offsetting organic growth, while in…
DA Davidson cut its price objective on Vulcan Materials Company to $320 from $330 while keeping a Neutral rating, following a fourth quarter that underperformed expectations. The firm trimmed its 2026 estimates amid slower pricing and volume trends and flagged housing-market headwinds and a transition year in the federal highway bill. Vulcan report…
DA Davidson lowered its price target on Palo Alto Networks to $190 from $210 while keeping a Buy rating after the company’s fiscal second-quarter results. The analyst flagged underwhelming organic next‑generation security annual recurring revenue (ARR) and remaining performance obligations (RPO) upside versus investor expectations, even as several …
DA Davidson increased its 12-month price objective for Valmont Industries to $450 from $415 while maintaining a Neutral rating. The firm highlighted continued strength in the company's Infrastructure business - especially Utility - which is partially offsetting persistent weakness in Agriculture. Valmont's most recent quarter showed revenue in line…
DA Davidson has increased its price target on MSA Safety to $235 from $186 while reaffirming a Buy rating, citing a return to mid-single-digit organic growth and favorable product and segment dynamics following the company's fourth-quarter 2025 results. The stock is trading near its 52-week high and is viewed as close to fair value by InvestingPro …
DA Davidson raised its Knife River Corp. price target to $105 from $95 and kept a Buy rating after the company reported solid fourth-quarter results and provided initial 2026 guidance. Knife River also drew a price-target increase from Stephens; the stock has rallied in recent weeks and continues to trade below the newly revised targets on valuatio…
Lake Street Capital Markets began coverage of Allient Inc. (ALNT) with a buy recommendation and a $79 price objective, pointing to sustained margin expansion and strong cash generation after the company's 2023 portfolio reset. The analyst expects revenue acceleration and continued margin improvement, forecasting notable EPS growth in 2026 and 2027,…
Evercore ISI reinstated coverage of BioCryst Pharmaceuticals (NASDAQ:BCRX), assigning an outperform rating and a $17.00 price target. The firm’s analysis, issued after the company closed its acquisition of ATXS, implies roughly 150% upside versus the current share price, valuing the business at an enterprise value near $4.8 billion on a 2.9x peak s…
TD Cowen increased its price target for Halozyme Therapeutics to $96 from $90 and kept a Buy rating after the company reported fiscal 2025 results that matched expectations and disclosed royalty revenue mix for the first time in its 10-K. Strong royalty growth, led by Hytrulo, and updated guidance drove the analyst's model revisions even as a surpr…
TD Cowen reduced its 12-month price target for Beta Bionics (BBNX) to $16 from $17 while leaving its rating at Hold. The firm highlighted revenue timing and prescription cadence as drivers for possible near-term estimate adjustments, even as margins beat expectations and the company issued its first 2026 revenue guidance. Other brokerages have take…
TD Cowen reduced its 12-month price target on Waystar Holding to $42 from $54 while retaining a Buy rating, citing concerns tied to artificial intelligence as a continuing valuation overhang. The company reported strong fourth-quarter results and solid trailing revenue and EBITDA, but shares have faced significant declines and analyst responses hav…
TD Cowen increased its price target on eToro Group to $55 from $50 and retained a Buy rating after the online brokerage reported fourth-quarter results on February 17. The firm raised 2026-2027 adjusted EPS estimates, cited improving messaging and execution, and noted the company remains attractively valued amid a recent share-price jump. Citizens …
TD Cowen has reaffirmed a Hold rating on eBay and left its $84 price target unchanged after updating its model through 2031. The firm expects double-digit revenue growth for the fourth quarter of 2025, supported by favorable foreign exchange effects and projected gross merchandise volume (GMV) gains, while other brokers offer divergent assessments …
TD Cowen maintained a Buy rating and a $255 price target on Palo Alto Networks following the company’s fiscal second-quarter 2026 results, citing healthy demand and AI-related momentum. The quarter showed 33% growth in next-generation security annual recurring revenue and 23% growth in remaining performance obligations, and the company reaffirmed f…
TD Cowen reduced its price target on QuantumScape to $8 from $16 and left the stock at a Hold rating, pointing to electric vehicle market headwinds that have pushed the company’s production ramp further into the future. The new target is marginally above the stock’s recent trading level of $7.20. The firm acknowledged QuantumScape's operational exe…
