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
BTIG has begun coverage of Innoviva Inc. (INVA) with a Buy rating and a $35 price target, highlighting more than $1.2 billion in projected royalty proceeds through 2030 and a plan to redeploy capital into therapeutics, strategic investments and shareholder returns. InvestingPro data show the stock has risen 25.55% over the past year and appears und…
Rosenblatt upgraded Workday from Neutral to Buy, assigning a $180 price target that implies about 25% upside from the current $144.42 share price. The firm pointed to a steep stock decline, a free cash flow valuation below 10 times, and the return of co-founder Aneel Bhusri as CEO as supporting factors. Rosenblatt's checks find the business stable …
Wedbush launched coverage of BitGo Holdings (NYSE: BTGO) with an Outperform rating and a $15.00 price target, implying roughly 40% upside from the stock's $10.76 share price. The research note highlights BitGo's all-in-one, regulatory-compliant digital asset infrastructure and recurring revenue focus for institutional clients, even as InvestingPro …
Rosenblatt Securities began coverage of BitGo Holdings (BTGO) with a Buy rating and a $17.00 price objective, signaling significant upside from the current share price. The firm highlighted BitGo's institutional custody and security business, the effect of the GENIUS Act on pipeline activity, and relatively lower exposure to crypto market swings. S…
Canaccord Genuity has initiated coverage of BitGo Holdings (BTGO) with a Buy rating and a $15.00 price target, implying roughly 39% upside from the stock's prevailing price. The firm highlighted BitGo's institutional custody capabilities, growing trading revenue, staking services, prime brokerage ambitions and broader crypto-as-a-service offerings …
Wolfe Research began coverage of Celestica Inc. (NYSE: CLS) with an Outperform rating and a $350 price target, implying roughly 25% upside from the stock's current level. The firm laid out revenue and margin assumptions for the company’s HPS Switching business, OpenAI server program, and Google TPU server business that drive meaningful incremental …
Wells Fargo moved Eversource Energy (NYSE: ES) from Equal Weight to Overweight and raised its price target to $78 from $71, pointing to recent equity disclosure and improving Connecticut regulatory constructs as catalysts. The utility’s stock has climbed recently and shows attractive valuation metrics per InvestingPro, while fourth-quarter results …
Freedom Capital Markets upgraded Visa Inc. (NYSE: V) from Hold to Buy and increased its price target to $375 from $360 following Visa's fiscal first-quarter 2026 results that met or modestly exceeded consensus. Revenue climbed 15% year-over-year to $10.9 billion and adjusted EPS rose to $3.17. Multiple firms reaffirmed or raised their ratings and t…
UBS has initiated coverage of Galecto Inc. (GLTO) with a buy rating and a $45 price target, implying a 54% upside from the stock's current price of $29.12. The firm's thesis centers on DMR-001, a long-acting, subcutaneously administered antibody that selectively targets mutant calreticulin - a driver mutation implicated in a substantial subset of e…
Clear Street started coverage of BitGo Holdings (NYSE: BTGO) with a Buy rating and an $18.00 price target, signaling expectations that recurring infrastructure revenues will outpace operating cost growth and drive an earnings inflection. The target implies a roughly 67% upside from a reference price of $10.76, even as third-party data notes the sto…
Truist Securities has begun covering EquipmentShare (NASDAQ:EQPT) with a Buy rating and a $43.00 price target, flagging the company’s competitive position in the U.S. equipment rental market and its technology-driven fleet expansion model. The shares trade below Truist’s target at $33.77, implying roughly 27% upside. While revenue is robust, the co…
H.C. Wainwright began coverage of Autolus Therapeutics plc with a Buy rating and a $9.00 price target, signaling more than 540% upside from the stock's recent $1.40 price. The firm's valuation rests on a discounted cash flow projection through 2038 using a 12% discount rate and 2% terminal growth, treating Autolus as a platform technology company. …
Compass Point initiated coverage of BitGo Holdings (NYSE:BTGO) with a Buy rating and a $17.00 price target, highlighting the companys push from custody services toward a broader prime brokerage offering. The firm projects that growth in prime services will lift average revenue per user and help re-rate the stock, even as certain profitability metr…
Wells Fargo upgraded Jack Henry & Associates (NASDAQ: JKHY) to Overweight from Equal Weight and increased its price target to $196 from $181, pointing to conviction in fiscal 2027 revenue acceleration. The firm added Jack Henry to its 'Fab 5' fintech list, anticipating growth from a combination of core banking, digital and payments wins, firmer ren…
Wells Fargo upgraded Accenture to Overweight from Equal Weight and put a $275 price target on the stock, signaling more than 22% upside from the prevailing share price. The bank cited improving bookings, peer commentary on discretionary spend, and easier year-over-year comparisons as reasons for greater confidence in revenue acceleration in the sec…
Deutsche Bank initiated coverage of BitGo Holdings (BTGO) with a Buy rating and a $17.00 price target, implying roughly 58% upside from the stock's $10.76 level. The bank highlighted BitGo's institutional custody and infrastructure services as aligned with global trends in crypto adoption, while noting that a broader revenue uplift may be pushed in…
Mizuho began coverage of BitGo Holdings with an Outperform rating and a $17.00 price objective, implying a 58% upside from the stock's current trading level of $10.76. The firm emphasized BitGo's institutional custody franchise, recurring software-and-services revenue, and its potential to scale transactional revenue via the Go Network. Data from I…
Citizens reaffirmed a Market Outperform rating on Alphabet Inc. and left its $385.00 price target unchanged, pointing to AI-driven expansion of search as a core growth driver. The firm highlighted that AI can broaden the types of queries search can serve and extract greater commercial intent, while Alphabet pursues debt financing for AI infrastruct…
Analysts continue to favor Salesforce shares as the company's Agentforce AI offering posts rapid revenue growth and a major U.S. Army contract underscores demand for its solutions. At the same time, seat-based licensing dynamics and AI product pricing create competing pressures for the vendor's revenue model even as margins and trailing revenue rem…
Citizens has reiterated a Market Outperform rating and maintained a $12.00 price target on PubMatic Inc (NASDAQ:PUBM). The target implies more than 80% upside from the stock's current price of $6.54, with shares trading close to a 52-week low after a greater than 58% decline over the past year. The firm points to a strong cash position, the rollout…
Citizens has reiterated a Market Outperform rating and preserved an $11.00 price target on MFA Financial Inc. shares, pointing to a wide valuation gap versus book value. The firm’s call comes just ahead of MFA’s fourth-quarter 2025 earnings release and follows recent company actions including a declared quarterly cash dividend and continued focus o…
Citizens reiterated a Market Outperform rating on Cross Country Healthcare (NASDAQ: CCRN) and set a $11.00 price target, implying roughly 36% upside from the current $8.08 share price. The firm pointed to a strong balance sheet - including no debt and about $120 million in pro forma cash after the Aya merger termination - along with a healthy curre…
Citizens has maintained a Market Perform rating on Colliers International Group (CIGI) while noting that a recent, sector-wide sell-off has left the stock trading at a modest discount to peers. The firm highlighted Colliers' reliance on M&A for growth, a 5% organic revenue increase in 2025, and guidance for mid-teens bottom-line growth. Fourth-quar…
Citizens reiterated a Market Perform rating on Expedia Group Inc., pointing to operational improvements and solid financial metrics but expressing caution about longer-term risks tied to AI-driven disintermediation and segment-level marketing dynamics. Recent quarterly results beat consensus on EPS, revenue and EBITDA growth, while shares have slid…
Citizens reiterated its Market Outperform rating on AMN Healthcare Services and kept a $22.00 price objective, pointing to signs that the healthcare staffing market may be stabilizing and noting recent company commentary and a mid-term growth framework. The stock has traded down sharply in the last week even as other brokers adjust targets and the …
