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
Cantor Fitzgerald trimmed its price target on Disc Medicine (IRON) to $125 from $153 while retaining an Overweight rating after the U.S. Food and Drug Administration issued a complete response letter for bitopertin. The agency requested additional trial evidence linking the surrogate endpoint to a clinical endpoint; the ongoing Phase 3 APOLLO study…
Cantor Fitzgerald reduced its price target on Robinhood Markets to $100 from $130 while keeping an Overweight rating, citing higher expense guidance and market multiple compression. The revision follows Robinhood's fiscal fourth-quarter report and management commentary on fiscal 2026 costs. The updated target reflects a lower multiple on fiscal 202…
Cantor Fitzgerald reduced its target for Block Inc. to $70 from $87 while retaining an Overweight rating, reflecting a lower seller GPV growth projection and tighter market multiples. The firm left its 2027 EPS forecast unchanged and balanced a multiple-based valuation with a DCF. Block continues to report product upgrades and lending milestones am…
Cantor Fitzgerald increased its price target on Healthcare Realty Trust (HR) to $21 from $19 while keeping an Overweight rating. The new target implies roughly 16.3% upside from the recent share price, with the company reporting modest FFO growth, improved occupancy and a 2026 FFO guidance that slightly outpaces prior estimates and consensus.
Cantor Fitzgerald raised its price objective on Analog Devices Inc. to $400 from $350 while keeping an Overweight rating, signaling confidence in the company's pricing lever, product mix, and end-market exposure. The firm anticipates a modest earnings beat and solid raise in the upcoming report and projects margin expansion driven by higher utiliza…
Truist Securities raised its price target on Advance Auto Parts to $57 from $48 while keeping a Hold rating, citing stronger-than-expected margins even as fourth-quarter comparable sales came in softer than forecasts. Advance Auto Parts reported robust gross profit margins and a profitable trailing twelve months, coupled with guidance for operating…
Cantor Fitzgerald increased its price target on Rivian to $18 from $15 while keeping a Neutral rating after the automaker reported a stronger-than-expected fourth quarter. Results included a GAAP gross margin of 9% and top-line beats; management set a fiscal 2026 delivery range of 62,000 to 67,000 vehicles and reaffirmed R2 initial deliveries for t…
Cantor Fitzgerald increased its 12-month price objective for Netstreit Corp. (NTST) to $22 from $20 and retained an Overweight rating following fourth-quarter results that included above-expectation net investments, a revenue beat, and a sizable follow-on equity offering. The firm anchored its target to a 2026 estimated AFFO multiple of 14.7x and n…
DA Davidson has increased its price target for PDF Solutions Inc. (NASDAQ: PDFS) to $38 from $36 while retaining a Buy recommendation, a move tied to stronger-than-expected fourth-quarter 2025 revenue and an optimistic 2026 revenue outlook. The new target implies roughly 16% upside from the stock's current price of $32.84. The firm’s valuation assu…
Truist Securities trimmed its price target on Neurocrine Biosciences to $140 from $169 while retaining a Buy rating after updating its model to reflect higher operating expenses following the company's fourth-quarter 2025 results and 2026 guidance. The adjustment follows management's projection of materially increased spending, particularly in rese…
DA Davidson reduced its price objective on Toast Inc. to $33 from $36 and kept a Neutral rating after the company released fourth-quarter results and initial fiscal 2026 guidance. Key operating metrics beat DA Davidson's expectations modestly, but the broker nevertheless cut adjusted EBITDA forecasts for 2026 and 2027 by 2% each. Other analysts iss…
DA Davidson increased its price target on Advance Auto Parts to $58 from $47 while keeping a Neutral rating, citing margin progress. The stock, trading near $57.15, has returned 50.63% year-to-date. Management's 7% margin objective for 2027 faces headwinds amid a 5.42% revenue contraction over the past twelve months and a softer consensus margin ou…
DA Davidson trimmed its 12-month price objective for Airbnb Inc. to $150 from $155 while retaining a Buy rating after the company delivered a robust fourth-quarter performance. Airbnb reported above-consensus metrics including high gross profit margins and accelerating revenue growth, and offered guidance that points to continued momentum, even as …
Truist Securities reduced its price target on Wendy’s Co. (WEN) to $10 from $11 while keeping a Buy rating, citing a weak start to 2026 and intensified competition. The chain reported mixed fourth-quarter 2025 results and modest fiscal 2026 guidance, prompting several analysts to lower forecasts. Despite operational pressures, Wendy’s retains a hig…
DA Davidson trimmed its 12-month price target on Expedia Group Inc. to $260 from $294 while keeping a Neutral rating, following the company's fourth-quarter and full-year 2025 results. Expedia delivered solid top-line performance, substantial margin improvements and robust B2B growth in 2025, but its initial 2026 adjusted EBITDA margin guidance of …
Truist Securities cut its price target on DraftKings Inc. (DKNG) to $33 from $45 while retaining a Buy rating, following the company’s fiscal Q4 2025 results and cautious guidance. Although DraftKings beat consensus on both EPS and revenue and shows strong gross margins and trailing profitability, management’s conservative outlook and other headwin…
DA Davidson reaffirmed a Buy rating on Datadog and kept a $225.00 price target after attending the company's investor day in New York City, where management detailed its autonomous observability strategy, AI product roadmap and disclosed ARR metrics for Security customers and AI use cases. The stock trades at $121.04 with a stretched P/E of 396.19,…
D.A. Davidson reaffirmed its Buy rating on Tyler Technologies with a $460.00 price target, a level that InvestingPro data indicates is about 51% above the current share price of $304.57 and aligns with InvestingPro’s Fair Value view that the stock is undervalued. The decision follows fourth-quarter results that missed revenue and adjusted EBITDA fo…
TD Cowen increased its price objective for TotalEnergies SE (NYSE:TTE) to $80 from $70 while maintaining a Hold rating, pointing to expansion in the company’s power business and potential hydrocarbon resources off Namibia as drivers. The move comes amid mixed analyst commentary, project restarts in Mozambique, and a recently announced cooperation a…
DA Davidson raised its price objective on Cognex Corp. to $55 from $38 while maintaining a Neutral rating, citing higher organic revenue growth expectations, additional cost cuts and introductions of 2027 estimates. The move comes as Cognex shares trade close to the new target following a sharp rally and a string of analyst upgrades after stronger-…
TD Cowen raised its price objective for Hannon Armstrong Sustainable Infrastructure Capital (NYSE: HASI) to $50 from $40 while keeping a Buy rating, basing the new target on multiples of the company’s 2028 adjusted earnings and dividend estimates. The stock traded near its 52-week high following strong six-month returns. Cowen’s model adjustments r…
TD Cowen reduced its price objective for DraftKings Inc. to $30 from $45 while keeping a Buy rating, applying a 20-times fiscal 2026 EBITDA multiple to its estimate. The move follows a fourth-quarter earnings report that beat expectations on both revenue and EPS but included guidance reflecting investments in prediction market expansion that may we…
TD Cowen reduced its price target for IQVIA Holdings to $174 from $245 while retaining a Hold rating. The update follows IQVIA's fourth-quarter 2025 results and 2026 guidance; TD Cowen now models adjusted 2026 EPS of $12.75, within the company's guided range. The firm said it is incorporating some degree of artificial intelligence risk into its val…
UBS initiated coverage of EquipmentShare.com (NASDAQ: EQPT) with a Neutral rating and a $36.00 price target, saying the stock's current quote appropriately balances growth prospects tied to branch expansion and the operational complexities of the business. The company trades near overbought technical levels and at elevated valuation multiples, whil…
BMO Capital Markets reduced its 12-month price target on Wendy’s (WEN) to $9.00 from $11.00 and kept a Market Perform rating, pointing to significant execution risk around the company’s Project Fresh turnaround amid a challenging operating backdrop. Wendy’s recent results showed a slight EBITDA beat for Q4 2025 but continued pressure on comparable …
