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.
3,513 total articles
DA Davidson raised its price objective on Quanta Services to $575 from $450 while maintaining a Neutral rating after the company delivered a solid fourth quarter. The new target corresponds to 27x 2026 EBITDA and 24x 2027 EBITDA; the stock trades at rich multiples and near its 52-week high following substantial year-over-year gains. Multiple other …
Cantor Fitzgerald renewed its Overweight rating on PTC Therapeutics and left its price target at $124 following the company's fourth-quarter 2025 results. The target sits at the top end of the broker consensus range. PTC reported stronger-than-expected initial commercial performance for Sephience in PKU and recorded notable revenue gains for the ye…
D.A. Davidson reaffirmed a Buy rating and a $125.00 price target on Akamai Technologies after the company posted fourth-quarter results that beat expectations. Akamai’s Cloud and Infrastructure Services unit accelerated revenue growth to 44% year-over-year at constant currency, and management forecast further acceleration for 2026. The company also…
Truist Securities raised its price target on Quanta Services to $643 from $548 and kept a Buy rating after the company reported stronger-than-expected fourth-quarter results and issued fiscal 2026 guidance above consensus. The quarter featured an EPS beat, robust Electric Infrastructure sales and margin performance, and three acquisitions that mate…
DA Davidson trimmed its 12-month price target for DoorDash Inc. to $224 from $260 while retaining a Neutral rating following fourth-quarter results that narrowly topped expectations. The firm pointed to strong execution in the U.S. restaurant marketplace and progress in newer verticals, but said the stock's current valuation limits upside despite r…
Truist Securities cut its price objective on Workiva (NYSE:WK) to $90 from $110 while keeping a Buy rating, pointing to broad valuation declines across the software sector. The move comes after Workiva reported robust fourth-quarter 2025 results - including double-digit subscription growth, notable operating margin expansion and a strong free cash …
Truist Securities raised its price target on Walmart to $139 from $127 and kept a Buy rating after the retailer reported a robust fourth quarter. U.S. comparable sales accelerated modestly, alternative revenue streams and e-commerce profitability contributed to margin expansion, and multiple sell-side firms raised their targets amid optimism around…
Truist Securities reduced its 12-month price target on Wayfair to $105 from $120 while retaining a Buy rating, citing first-quarter 2026 guidance and management commentary that signaled potential downward pressure on gross margins later in fiscal 2026. The move follows Wayfair's fourth-quarter 2025 results that beat revenue and earnings expectation…
Truist Securities trimmed its price objective for Texas Roadhouse to $186 from $188 and kept a Hold rating after the company delivered weaker-than-expected fourth-quarter 2025 results. The brokerage cut earnings estimates amid weather-related disruptions, ongoing beef inflation that could be structural, higher-than-anticipated general and administr…
DA Davidson reduced its price objective on NICE Systems to $125 from $130 and left its rating at Neutral after the company reported fourth-quarter 2025 results that beat expectations and issued optimistic 2026 guidance. Shares have rallied following the earnings beat, driven by cloud revenue growth and heightened AI momentum, but the firm said the …
DA Davidson increased its 12-month price target on Kadant Inc. to $303 from $295 while maintaining a Neutral rating following the company's fourth-quarter 2025 financial results. The new target is grounded in a multiple of 15 times DA Davidson's 2026 EBITDA estimate. The firm highlighted resilient performance in Kadant's parts and consumables busin…
Truist Securities reiterated a Buy rating and maintained an $800 price target on CACI International, while forecasting roughly a twofold expansion in the companys EV/EBITDA multiple by 2029. The brokerage cites a favorable shift toward Mission Technology, targeted acquisitions, and stronger organic growth and margin performance versus peers as the …
DA Davidson increased its price objective for Walmart to $150 from $135 while keeping a Buy rating, pointing to margin benefits from automation, AI and alternative business lines. The firm and others have revised targets in recent weeks amid signs of market-share gains, revenue growth and profitability improvements, though some analysts remain caut…
Truist Securities reiterated its Buy rating on Amer Sports Inc. (AS) and set a $46.00 price target, highlighting accelerating U.S. engagement for Arc’teryx and Salomon on platforms such as TikTok and Pinterest. The stock, trading near its 52-week high, has gained about 41% over the past year. Other firms including Piper Sandler and Barclays also ho…
Truist Securities raised its price target on Deere & Company shares to $793 from $612 and kept a Buy rating after Deere delivered first-quarter results that outpaced expectations and lifted fiscal 2026 guidance. The company reported stronger shipments in Small Ag & Turf and Construction & Forestry, prompting revenue and margin carry-forwards for th…
Truist Securities raised its price target on Etsy to $83 from $80 and kept a Buy rating, pointing to fourth-quarter 2025 results, the first-quarter 2026 outlook and the sale of Depop for $1.2 billion in cash as supporting factors. Improvements in search, AI-driven recommendations, marketing efficiency and app engagement underpin the firm’s view of …
Truist Securities increased its 12-month price target on Sonoco Products Co. to $69 from $54 while keeping a Buy rating, highlighting the packaging maker's plan to lift adjusted EBITDA to about $1.5 billion by 2028. Management's targets rest on roughly $150 million to $200 million of margin improvement programs, about 200 basis points of margin exp…
TD Cowen raised its 12-month price objective on American Electric Power to $141 from $137 and kept a Buy rating, pointing to a robust pipeline of capital projects across the utility's service territories and steady progress in earned returns on equity. The company reported fourth-quarter operating results that outpaced estimates and reaffirmed its …
TD Cowen cut its price target for Workday to $200 from $280 and kept a Buy rating ahead of the company’s fiscal fourth-quarter results due February 24. The brokerage reported mixed third-party checks - favorable signals around product momentum from recent acquisitions and AI-related tools, counterbalanced by a slight decline in IT survey priorities…
TD Cowen increased its price target on Walmart Inc. to $145 from $136 while keeping a Buy rating, pointing to the retailer's positioning in artificial intelligence-driven retail and conversational commerce. The move follows an upside fourth quarter and guidance that aligns with Walmart's long-term growth algorithm, even as some analysts flag valuat…
TD Cowen has reiterated a Hold rating and a $114.00 price target on GRAIL, Inc. (NASDAQ:GRAL) after the company’s pivotal NHS-Galleri study failed to meet its primary endpoint. The announcement came as the stock dropped sharply to $53.68 from a prior close of $102.28. The firm is re-evaluating its valuation and conducting further diligence, while n…
Truist Securities trimmed its price objective on iRhythm Technologies (IRTC) to $200 from $215 but retained a Buy rating, citing lower group multiples since its last valuation review. The move follows a string of operational milestones at iRhythm, including a fourth-quarter revenue beat, first-time positive GAAP net income, and improved cash flow m…
TD Cowen reduced its 12-month price target for Snowflake Inc. to $270 from $300 but kept a Buy rating, citing a more constructive setup ahead of the company’s fourth-quarter earnings on February 25. The firm’s checks point to diverse consumption drivers and a modest expected beat in Q4, while other brokers issued mixed target changes. Recent produc…
TD Cowen has reiterated a Buy rating and a $325 price target on Salesforce (CRM) ahead of the company’s fiscal fourth-quarter results due February 25. The firm’s checks pointed to a meaningful uptick in Agentforce activity during the quarter, though some feedback was more measured. TD Cowen anticipates about $800 million in AI annual recurring reve…
BMO Capital Markets raised its price target on Southern Co. (SO) to $103 from $96 and kept an Outperform rating, citing the utility's stronger growth guidance and demand-driven investment opportunities. Southern Company updated its long-term EPS growth outlook to 8% for 2026-2030 and issued 2028 guidance that sits slightly above consensus. The comp…
