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
KeyBanc has reaffirmed an Overweight rating on Somnigroup (NYSE: SGI) and left its $105 price target intact, citing share gains, benefits from Mattress Firm ownership, a possible LEG acquisition and an anticipated industry rebound. The stock has slid recently and Somnigroup's latest quarterly report met EPS expectations but fell short on revenue.
Bernstein SocGen Group reaffirmed a Market Perform rating and a $220 price target on Republic Services following the company's fourth-quarter 2025 results. Republic's guidance for fiscal 2026 came in below peer projections across sales, adjusted EBITDA, and adjusted free cash flow growth, prompting Bernstein to expect modest relative underperforman…
Keefe, Bruyette & Woods cut its price target on Goosehead Insurance Inc. (NASDAQ:GSHD) to $85 from $95 while retaining an Outperform rating, citing fiscal 2026 guidance midpoints that fell short of expectations. The company posted adjusted EBITDA above consensus and management signaled slower growth and pricing pressure in the first half of 2026 be…
Keefe, Bruyette & Woods increased its price objective for Redwood Trust (RWT) to $7.00 from $5.75 and kept a Market Perform rating after the company's fourth-quarter 2025 results and management commentary. The firm raised its fiscal 2026 and 2027 core earnings available for distribution estimates to $1.00 and $1.10, respectively, and calculated tan…
Bernstein SocGen reduced its price target on Palo Alto Networks to $209 from $210 while retaining an Outperform rating after the cybersecurity provider reported second-quarter fiscal 2026 results that showed roughly 15% organic growth, a modest revenue beat, and next-generation security ARR that missed the top end of its guided organic range for th…
Stephens raised its price target on EQT to $71 from $70 and kept an Overweight rating after the natgas producer reported fourth-quarter 2025 results that outperformed consensus. EQT beat estimates across production, cash flow per share and free cash flow, drove lower well costs, and generated robust free cash flow for the year. Guidance for 2026 sh…
Bernstein SocGen Group reduced its price objective on Coca-Cola Europacific Partners (CCEP) to EUR72.50 from EUR73.10 while retaining a Market Perform rating. The company reported a solid finish to fiscal 2025 with 2.8% adjusted comparable, foreign-exchange-neutral revenue growth, operating profit growth of 7.1% and earnings per share slightly ahea…
Stephens raised its price target for Expand Energy (EXE) to $146 from $145 and kept an Overweight rating after the natural gas producer reported fourth-quarter results that beat consensus on cash flow per share, free cash flow and production. The company reported significant net-debt reduction and shareholder returns in 2025 while maintaining full-…
Scotiabank cut its 12-month price target for Palo Alto Networks to $180 from $228 while retaining a Sector Outperform rating. The bank points to muted organic momentum and increasing complexity as headwinds, even as the company reports double-digit revenue growth and pursues multiple strategic acquisitions to bolster its AI and security portfolio.
Stephens increased its price objective on Knife River Corp. (KNF) to $105 from $86 while keeping an Overweight rating following a fourth quarter that outperformed estimates across product lines. Strong volumes and firm pricing in aggregates and ready-mix concrete drove better-than-expected adjusted EBITDA margin, while contracting services and liqu…
Williams Trading lowered its rating on Crocs to Sell from Hold while lifting its price target to $84 from $75, citing deteriorating demand in the U.S. for both Crocs and HEYDUDE brands. The firm flagged retailer plans to reduce fiscal 2026 inventory and expects revenue and margin results may miss guidance despite buybacks that could support EPS per…
Canaccord Genuity trimmed its 12-month price target on AtriCure Inc. to $53 from $64 while keeping a Buy rating, citing compression in comparable company multiples. The medical device maker reported Q4 revenue of $140.5 million and positive adjusted EBITDA, and it reiterated 2026 revenue and EBITDA targets. Analyst reactions are mixed, reflecting b…
Canaccord Genuity reduced its price target for Ultragenyx Pharmaceuticals to $79 from $128 but kept a Buy rating after the company reported Q4 2025 results and announced restructuring tied to disappointing osteogenesis imperfecta news. Ultragenyx has received an information request from the FDA following a January 2026 resubmission of the UX111 bio…
Canaccord Genuity raised its price target on Holley Inc. to $8.00 from $7.00 while keeping a Buy rating, citing a return to growth and accelerating organic sales. The firm referenced dealer and reseller survey results and recent product developments as support for higher estimates. Holley is trading at $4.15 and appears below independent fair-value…
Canaccord Genuity increased its 12-month price objective on Kenvue Inc. to $18 from $17 while keeping a Hold rating. The consumer health company reported fourth-quarter and fiscal 2025 results that contained a mix of beats and misses versus different Street expectations, and management declined to host an analyst call because of the pending takeove…
Needham raised its price target on Glaukos to $127 from $125 while keeping a Buy rating, citing alignment with fourth-quarter 2025 results and management's reiterated 2026 revenue guidance. The firm highlighted the ramp of iDose, the expansion pathway for Epioxa, and what it sees as ample liquidity to support commercialization. Other firms have als…
Needham has reaffirmed a Buy rating and a $45 price target on AtriCure Inc. following the company’s fourth-quarter 2025 results. While revenue matched the company preannouncement, adjusted EBITDA and earnings per share beat consensus estimates. Management reiterated 2026 revenue and adjusted EBITDA guidance and provided EPS guidance above consensus…
Mizuho reaffirmed its Outperform rating and $51 price objective on Devon Energy (DVN), pointing to stronger capital efficiency in 2025, free cash flow that exceeded expectations, and ongoing cost-savings initiatives. The firm highlighted recent financial beats, a healthy free cash flow yield, and progress on a $1 billion Business Optimization Plan …
Oppenheimer increased its price target on Itron Inc. (NASDAQ: ITRI) to $133 from $125 and kept an Outperform rating after the company reported fourth-quarter 2025 results that beat consensus on both revenue and earnings and delivered fiscal 2026 guidance above market expectations. Itron also hit fiscal 2027 margin and free cash flow conversion targ…
Jefferies upgraded BioAge Labs Inc to Buy from Hold and raised its price target to $62 from $9, highlighting the promise of BGE-102, an oral NLRP3 inhibitor. The firm pointed to Phase 1 results and an attractive balance sheet as reasons for the upgrade. BioAge has public offerings planned to bolster its cash position as it advances Phase 2a and oph…
BofA Securities has resumed coverage of Kenvue Inc (NYSE: KVUE) but issued no rating, citing the pending acquisition by Kimberly-Clark. The consumer health company reported modest organic sales growth and margin resilience, while missing quarterly revenue and adjusted EPS expectations. Market valuation and recent stock performance reflect takeover …
Oppenheimer downgraded AtriCure from Outperform to Perform and eliminated its $44 price target, pointing to secular weakness and increasing competitive pressure in the left atrial appendage closure market. The move follows AtriCure’s fourth-quarter 2025 results that matched company guidance and slightly beat consensus, but the firm remains unprofit…
JPMorgan has reduced its rating on LuxExperience (NYSE:LUXE) to Neutral from Overweight and trimmed its price target to $10 from $14 following a correction to the company’s fully diluted share count. The change materially expands the share base and, by JPMorgan’s prior valuation logic, creates roughly a $5 per share headwind. The bank’s revised Dec…
UBS initiated coverage of Kratos Defense & Security Solutions (KTOS) with a Neutral rating and a $79 price target. The firm’s model anticipates revenue doubling and EBITDA tripling by 2030, but UBS warned that Kratos' current valuation - including an 86X next-12-months EV/EBITDA multiple - is materially stretched versus historical norms and peers. …
JPMorgan moved Japan Airport Terminal Co., Ltd. from Overweight to Neutral and increased its price target to JPY6,000 from JPY5,200, saying the stock now offers limited upside. The share price has been supported by solid third-quarter results, a weaker yen and expectations for the next medium-term plan, while metrics such as a near-65% gross profit…
