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
Berenberg moved Unilever plc from Buy to Hold while increasing its price objective to GBP58.40 from GBP56.00, citing a stretched valuation that reflects the company's recent operational transformation. The broker trimmed its fiscal 2026 EPS forecast by 1.4% after incorporating the latest 2025 results, adjusted key assumptions and noted technical in…
Goldman Sachs upgraded Snam SpA to Buy from Neutral and lifted its price target to EUR6.90 from EUR6.50, citing Italy's changing role in European gas flows and continued infrastructure investment. The bank projects roughly 5% EPS compound annual growth over the next five years and forecasts Snam trading at about 11.5 times earnings by 2030 under it…
Freedom Capital Markets downgraded Fortinet (FTNT) from Buy to Hold while keeping a $90 price target, pointing to valuation pressures as the primary concern. The cybersecurity vendor reported stronger-than-expected fourth-quarter 2025 results driven by a broad network equipment refresh cycle, with notable gains in product revenue and billings. Mult…
Raymond James has launched coverage of Bristow Group Inc. (VTOL) with an outperform rating and a $60.00 price target, implying roughly 36% upside from the current share price of $44.20. The firm highlighted expected improvement in earnings quality after the Government Services expansion completes, ongoing supply constraints supporting pricing disci…
Needham increased its price target on Neogenomics Inc. to $15.00 from $14.00 and maintained a Buy rating, moving its valuation framework to 2027 estimated sales. The company reported fourth-quarter 2025 results that modestly exceeded preannouncements and consensus on key metrics, while management issued 2026 guidance that sits around market expecta…
Needham reduced its target price for Medtronic to $120 from $121 but kept a Buy rating after the medical device maker reported fiscal third-quarter results that beat consensus on both revenue and EPS. The quarter showed improving organic growth led by Cardiovascular and Diabetes, but non-GAAP gross and operating margins worsened year-over-year due …
Guggenheim has reaffirmed a Buy rating and $68.00 price target on EyePoint Inc. following encouraging Phase III data from a rival’s tyrosine kinase inhibitor (TKI) for wet age-related macular degeneration. The firm says the competitor’s success reduces risk across the TKI class and strengthens the case for EyePoint’s DURAVYU program, which now has …
UBS trimmed its price target on Salesforce.com Inc. to $200 from $260 while retaining a Neutral rating following conversations with seven customers and partners ahead of the company's fourth-quarter earnings. The bank noted improved feedback on Salesforce’s Agentforce product and no indication that customers plan to replace Salesforce with AI-nativ…
UBS increased its 12-month price target for Howmet Aerospace Inc. to $260 from $228 while retaining a Neutral rating. The upgrade follows better-than-expected margins and continued top-line growth, underpinned by pricing, content gains and volume expansion, even as the firm notes elevated valuation multiples versus peers. Howmet’s recent acquisitio…
UBS trimmed its price objective on S&P Global to $550 from $620 while retaining a Buy recommendation, pointing to the company's underperformance after fourth-quarter results, softer guidance for Market Intelligence and Ratings, and concerns about the potential impact of artificial intelligence on the sector. The stock has slid roughly 26.13% over s…
UBS increased its price target for Ross Stores to $199 from $181 while maintaining a Neutral stance. The bank's checks point to solid fourth-quarter sales momentum and a likely 15-cent EPS beat versus the Street's $1.88 estimate. Ross Shares are trading near their 52-week high, and UBS expects fiscal 2026 EPS guidance in the $7.05 to $7.35 range. A…
UBS raised its price target on Williams Companies to $89 from $78 while keeping a Buy rating, pointing to the company’s positioning to capture natural gas demand tied to power generation and data centers. Williams reported a larger power backlog and projected related EBITDA growth, and several other brokerages have also adjusted targets and forecas…
UBS reduced its price objective for Wendy’s Co. (WEN) to $7.50 from $8.50 while maintaining a Neutral rating, citing weak U.S. same-store sales and brand-specific challenges reflected in the chain’s fourth-quarter results and commentary. Wendy’s 2026 guidance shows roughly flat system sales, modest adjusted EPS and EBITDA ranges, and planned U.S. p…
UBS reduced its price objective for Wayfair Inc. (NYSE: W) to $130 from $135 while retaining a Buy rating, a level the firm says still implies roughly 54% upside from the stock's current quote of $84.56. The update arrives as investors prepare for Wayfair's fourth-quarter report due on February 19 and amid a stream of divergent analyst calls and co…
UBS reiterated a Buy rating on United Therapeutics Corp. and left its price target at $645, a level that implies roughly 34% upside from the then-current share price of $480.65. The bank highlighted upcoming Phase 3 results, stable longer-term estimates, and the company’s high gross margins as reasons for its stance, while trimming a near-term sale…
Stifel reaffirmed a Buy rating and a $160 price objective on Datadog (DDOG) after the company's recent analyst day, highlighting growth potential in newer product lines, broader selling motions and a pathway to sustained margin expansion. Management emphasized extensions across the software development lifecycle, bring-your-own-cloud options and AI…
Stifel raised its price target on Rivian Automotive to $20 from $17 and retained a Buy rating after the company's fourth-quarter 2025 results and a bullish 2026 delivery outlook. The upgrade follows stronger-than-expected earnings metrics and guidance that signals an anticipated second-half ramp for the R2 model. Other firms also adjusted their tar…
Stifel reduced its price target on DraftKings Inc. to $40 from $44 while keeping a Buy recommendation. The move reflects investor concern after a sharp share decline and management's cautious guidance, with elevated promotional spending and potential regulatory or product-related headwinds weighing on sentiment despite strong gross margins and an e…
Stifel increased its 12-month price objective for Ingersoll-Rand (NYSE: IR) to $101 from $87 while keeping a Hold rating after the company reported a fourth-quarter 2025 performance that exceeded forecasts. Shares jumped, EBITDA remains strong, and management set 2026 organic growth guidance of 0% to 2% with flat volume expected. Stifel flagged mod…
Stifel reduced its price target on Disc Medicine to $110 from $125 while retaining a Buy rating, after the U.S. Food and Drug Administration issued a Complete Response Letter for the company’s bitopertin New Drug Application. The decision prompted Stifel to push back its commercialization forecast for bitopertin to mid-fiscal 2027 from late first q…
Stifel reduced its price target for Armada Hoffler Properties (NYSE: AHH) to $9.00 from $10.50 while retaining a Buy rating. The REIT reported fourth-quarter 2025 normalized funds from operations (FFO) of $0.29 per share, beating both Stifel and consensus estimates by $0.03. Armada Hoffler also posted revenue above expectations but registered an EP…
Stifel increased its price objective for Bausch & Lomb Corp. (NYSE:BLCO) to $15 from $14 while maintaining a Hold rating after a dry eye treatment survey showed strong physician satisfaction for Miebo. The firm raised Miebo revenue forecasts on the basis of feedback that suggested a faster market ramp for Miebo than for Alcon’s Tryptyr. RBC Capital…
CIBC moved TC Energy Corp. (TRP) from Outperformer to Neutral while lifting its discounted cash flow-based price target to C$85 from C$81, citing the stock appreciation after a year of strong gains. The firm described TC Energy's most recent quarter as operationally robust, highlighted an EBITDA beat and record delivery metri…
Stifel increased its price target on Analog Devices Inc. (ADI) to $360 from $330 and kept a Buy rating, citing early signs of recovery across the semiconductor landscape. The firm expects the January quarter to meet or slightly exceed a $3.10 billion revenue estimate on the back of normalized bookings and roughly six weeks of channel inventory, and…
Cantor Fitzgerald maintained an Overweight rating and a $12.00 price target on Aurora Innovation Inc (AUR), highlighting the company’s cumulative autonomous mileage and commercialization progress. Aurora has recorded more than 4.5 million autonomous miles, including over 250,000 fully driverless miles, and is setting fleet, margin and cash flow goa…
