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
TD Cowen cut its price objective on General Mills to $45 from $47 while keeping a Hold rating, citing weak consumer sentiment that has slowed category growth and pushed consumers to time purchases around promotions. The adjustment comes as the company revises its fiscal 2026 outlook and faces underperformance across key categories, including Cereal…
Compass Point increased its price target on Affirm Holdings Inc. to $68 from $64 and kept a Buy rating after the company reported fiscal second-quarter fiscal 2026 results. The revision reflects updated estimates and a valuation anchored at 20 times Compass Point's fiscal 2027 adjusted EPS of $3.38. Multiple analysts also updated their ratings and …
Truist Securities reaffirmed its Buy rating on Walmart and kept a $127 price target, citing card-spend trends that indicate higher-income shoppers are increasingly using Walmart. The firm sees sales momentum consistent with its estimates and expects Walmart to guide toward roughly 3% to 4% sales growth through 2026; other sell-side firms have also …
Palo Alto Networks reported second-quarter fiscal 2026 results that topped internal guidance across revenue, margins and next-generation security (NGS) annual recurring revenue, prompting Truist Securities to reaffirm a Buy rating and a $200.00 price target. The target implies roughly 22% upside from a stated share price of $163.50 and aligns with …
Barclays on Tuesday lowered its rating on Transocean to Equalweight from Overweight while increasing its price target to $6.00 from $4.50. The bank adjusted its valuation model - cutting the discount rate and raising EBITDA estimates for 2026 and 2027 - citing a stronger balance sheet after a recent equity raise and a cash tender offer. The researc…
Truist Securities trimmed its price target for Goosehead Insurance Inc. (GSHD) to $58 from $72 while retaining a Hold rating, citing a conservative margin outlook even as management projects double-digit revenue growth. The firm left its 2026 EPS estimate unchanged at $2.00 and sees mid-teens topline expansion through 2027, while other brokerages o…
BMO Capital increased its 12-month price target for PPL Corp to $41 from $40 and kept an Outperform rating after the Kentucky Public Service Commission modified aspects of the KU/LG&E rate case. The commission reduced the allowed return on equity and adjusted certain capital riders, modestly lowering the aggregate revenue increase. Separately, PPL …
Truist Securities cut its price objective for Waystar Holding to $38 from $51 and kept a Buy rating after updating its model and reducing the valuation multiple to 15x from 20x. The move follows a broader re-rating across software peers even as Waystar reported robust fourth-quarter 2025 results, reiterated strong 2026 guidance, and highlighted pro…
Barclays has cut Noble Corporation's stock rating to Equalweight from Overweight even as it raises the firm's price target to $41 from $36. The revision reflects concerns about the company's current valuation relative to the new rig-level discounted cash flow that now produces a larger enterprise value. Barclays also updated near-term EBITDA foreca…
Truist Securities reiterated a Buy rating and a $40.00 price target on Viridian Therapeutics (NASDAQ: VRDN) ahead of topline results from the REVEAL-1 trial of elegrobart. The firm highlighted physician acceptance of modest efficacy if paired with the convenience of a subcutaneous, half-life extended IGF-1Ra and expects a positive REVEAL-1 to lower…
Mizuho raised its price objective on Orion Engineered Carbons S.A. (OEC) to $5.25 from $4.50 while retaining an Underperform rating, attributing the target increase to higher market multiples. Orion shares trade at $5.74, inside a 52-week range of $4.34 to $16.63, and InvestingPro Fair Value metrics still indicate the stock may be undervalued. The …
BMO Capital trimmed its price target on Republic Services to $248 from $251 while keeping an Outperform rating after the company issued initial 2026 guidance that fell below expectations. The stock trades at a P/E of 33.09 and a market capitalization of $68.47 billion. Analysts cite a range of potential upside drivers even as peers and some firms p…
Mizuho increased its price target on Celanese Corp. to $55 from $45 and retained a Neutral rating. The new target equates roughly to the stock's recent trading level, and the firm's valuation is anchored to an 8.6 times price-to-earnings multiple on a next-twelve-months-plus-one EPS projection of $6.40. Recent company results missed expectations on…
BMO Capital cut its price target on Palo Alto Networks to $200 from $230 but maintained an Outperform rating. The firm left its fiscal 2026 core estimates unchanged and is forecasting 13% to 15% year-over-year organic net new next-generation security ARR growth over the next two quarters. Palo Alto reported a modest fiscal Q2 beat driven by hardwar…
Mizuho increased its price target for Element Solutions Inc. to $35 from $29 and kept an Outperform rating after the company issued guidance and reported December quarter results. Element Solutions reported a December quarter EBITDA of $136 million, guided 2026 adjusted EBITDA and EPS in line with consensus ranges, and completed two acquisitions th…
RBC Capital raised its price target on Cenovus Energy to Cdn$31.00 from Cdn$29.00 and reiterated an Outperform rating, pointing to the company’s strengthened portfolio following the MEG Energy acquisition and the WRB disposition. The firm highlighted management alignment with shareholders, free cash flow generation and a conservative balance sheet …
Needham trimmed its price target on Palo Alto Networks to $200 from $230 while keeping a Buy rating, pointing to the carrying costs from recent acquisitions as the driver. The cybersecurity vendor reported organic beats for fiscal Q2 2026 and reaffirmed multi-year cash flow and next-generation security ARR goals even as several other brokerages rev…
BMO Capital increased its price target on Element Solutions (ESI) to $37 from $35 while keeping an Outperform rating, citing stronger electronics and semiconductor end-markets. The company reported 13% organic growth in Q4, provided a 2026 outlook above expectations, completed multiple acquisitions and outlined capital and leverage targets, prompti…
BMO Capital cut its price target on Waystar Holding to $30 from $47 while retaining an Outperform rating, pointing to broad uncertainty over artificial intelligence’s effect on software sector valuations. The healthcare technology company's recent operating results beat expectations, but multiple compression across the sector has weighed on its mar…
Rosenblatt reduced its price target on Hive Digital Technologies to $4.50 from $6.50 while retaining a Buy rating. The firm points to improved mining economics from a Paraguay expansion and emerging GPU deployment and recurring revenue targets that support a transition toward AI infrastructure. Hive’s shares trade well below analyst targets and dat…
RBC Capital increased its 12-month price target for EastGroup Properties to $195 from $183 and maintained a Sector Perform rating after the REIT’s fourth-quarter 2025 report. The move reflects a brighter leasing backdrop and disclosed development leasing activity, even as RBC trimmed a longer-term development-starts forecast for 2025. Other brokera…
Mizuho reaffirmed an Outperform rating and a $125 price objective on Medtronic, reflecting confidence in the company’s cardiac ablation franchise and several recent product and commercial advances. The bank points to pulsed field ablation adoption, growth in electrophysiology resources, and new offerings such as renal denervation, Altaviva and the …
Mizuho raised its price target for DTE Energy to $155 from $144 while maintaining an Outperform rating, pointing to progress in the company’s roughly 3 gigawatt near-term data center pipeline and recent regulatory and operational developments. The new target implies upside from DTE’s current trading level of $144.69. Management highlighted support …
RBC Capital has raised its price objective on RB Global Inc to $146 from $137 while keeping an Outperform rating after the company posted fourth-quarter results that beat consensus and issued a 2026 gross transaction value outlook ahead of RBC's estimates. The firm described RB Global's adjusted EBITDA guidance as at least meeting expectations and …
Needham has lowered its price target on Gemini Space Station (GEMI) to $10.00 from $23.00 but left its Buy rating intact, citing a deteriorating crypto revenue outlook and company cost reductions. The firm projects a sharp drop in crypto activity in early 2026 and expects adjusted EBITDA to improve in the back half of the year after expense cuts. T…
