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
Jefferies has initiated coverage of Cellectis (NASDAQ:CLLS) with a Buy rating and a $7.00 price objective, representing an 88% uplift from the stock's current level of $3.73. The firm characterizes the company as "largely overlooked" given an enterprise value near $60 million, even as Cellectis has posted robust revenue growth and demonstrated enco…
KeyBanc has opened coverage of EquipmentShare.com (NASDAQ: EQPT) with a Sector Weight rating. The broker highlights the company's rapid revenue expansion and proprietary T3 technology as drivers of market share gains, while raising questions about valuation, profitability and recent financial reporting adjustments. EquipmentShare also staged a high…
JPMorgan began coverage of AeroVironment (AVAV) with an Overweight rating and a $320 price objective, signaling roughly 31% upside from the stock's current trading level of $243.87. The bank points to AeroVironment's exposure to rapidly expanding defense niches - including drones, counter-drone systems and space - and projects mid-teens growth for …
Roth/MKM downgraded ConocoPhillips from Buy to Neutral and set a $112.00 price target, warning that global oil prices may be near a short-term peak. The research house pointed to roughly 2 million barrels per day of OPEC+ additions between April 1, 2025 and December 31, 2025 and expects market oversupply and rising inventories through much of 2026.…
UBS raised its rating on Melco Resorts & Entertainment Ltd. from Neutral to Buy while trimming its price objective to $9.50 from $9.80. The bank cited expected benefits from ongoing enhancements at City of Dreams in Macau and projected strong free cash flow in 2026-2027, even as investors contend with trademark licensing fee increases, margin press…
Kepler Cheuvreux downgraded Norsk Hydro SA (OTC: NHYDY) from Hold to Reduce after the company reported Q4 2025 results, while modestly raising its price target to NOK73.00 from NOK71.00. The research house trimmed its estimates by roughly 4% because of a weaker downstream outlook and foreign exchange pressures that largely offset higher assumptions…
Kepler Cheuvreux upgraded Orsted from Hold to Buy and increased its 12-month price target to DKK175 from DKK150 on Monday. The firm points to strong recent share momentum and a projected reduction in capital expenditure approaching in 2028 as reasons for valuation upside, while still recognizing ongoing risks from U.S. project delays and potential …
Jefferies has upgraded ACS Actividades de Construccion y Servicios SA from Hold to Buy and more than doubled its price target to EUR116.00 from EUR53.10, pointing to clearer upside from the company's data center pipeline and US Express Lane development projects. The move follows strong share performance and favourable financial health metrics, whil…
JPMorgan downgraded Eagle Materials (EXP) from Neutral to Underweight and lowered its price target to $215 from $230 following the company’s fiscal third-quarter 2026 results. While revenue marginally exceeded JPMorgan’s estimate, EBITDA and EPS came in below expectations. JPMorgan flagged persistent weakness in wallboard demand and limited near-te…
Deutsche Bank upgraded Airbnb from Hold to Buy and raised its price target to $154, representing roughly 27% upside from the stock's current level of $121.19. The bank points to faster nights-booked growth, new product features and a simplified host fee structure as drivers of near-term momentum and margin resilience. Analysts' price targets range …
Evercore ISI reduced its 12-month price target for Scorpio Tankers to $83 from $86 while keeping an Outperform rating, pointing to higher projected general and administrative expenses that offset stronger-than-expected spot rates and solid fourth-quarter results. Scorpio reported adjusted Q4 2025 EPS of $1.70, delivered strong profitability and con…
Freedom Capital Markets raised its rating on Palantir Technologies Inc. (PLTR) from Sell to Buy and kept a $170 price target after the company reported Q4 2025 results that beat guidance and analyst estimates. The research firm highlighted the company’s Artificial Intelligence Platform (AIP) as the primary driver of renewed U.S. commercial and gove…
DA Davidson trimmed its price target on Airbnb Inc. to $150 from $155 while retaining a Buy recommendation, attributing the downward adjustment to broad market multiple compression tied to AI-related valuation shifts. The firm raised its 2026 revenue and adjusted EBITDA forecasts modestly after a strong fourth quarter for Airbnb, but reduced the st…
Truist Securities raised its price target on Cognex to $52 from $42 and kept a Hold rating after the company's fourth-quarter results. Cognex reported revenue of $252 million, beat guidance on top-line and margins, delivered a strong adjusted EBITDA showing and updated its medium-term growth and margin targets. Several other firms also revised pric…
Truist Securities raised its price target on FedEx to $400 from $330 and kept a Buy rating, arguing the market is not fully valuing FedEx’s 2029 earnings framework that targets $25 per share for the Federal Express business. The firm’s breakdown of the company values the Freight unit at $74-$78 per share and assigns a $290-$295 valuation to the leg…
TD Cowen raised its price target on Rivian to $17 from $13 and retained a Hold rating, citing encouraging company announcements and stronger-than-feared 2026 guidance. Rivian posted a positive earnings and revenue surprise for Q4 2025, prompting other firms to lift targets and ratings. Despite improving gross margins and an optimistic 2026 view, an…
TD Cowen increased its price target on Applied Materials to $450 from $315 and maintained a Buy rating, aligning with the highest analyst target for the stock. The firm emphasized Applied Materials' exposure to potential semiconductor systems growth — roughly 20% in calendar 2026 as implied by Applied Materials and Lam Research — and highlighted dr…
Canaccord Genuity raised its price target on 10X Genomics (TXG) to $22.00 from $20.00 while keeping a Buy rating, citing solid fourth-quarter 2025 results and increased revenue assumptions in the later years of its 10-year discounted cash flow model. The firm pointed to strength in Chromium instrument placements and consumables demand, with new 202…
Canaccord Genuity cut its price target on Artivion Inc. (AORT) to $48 from $51 but maintained a Buy rating, citing compressed valuation multiples across comparable groups during the recent market downturn. The new target implies roughly 26% upside from the current share price of $38. Artivion reported stronger-than-expected adjusted Q4 revenue and …
Canaccord Genuity reduced its 12-month price target on Rollins (ROL) to $52 from $55 and kept a Hold rating after the pest control firm posted fourth-quarter results that missed expectations on several metrics. Revenue and adjusted EBITDA both underperformed consensus, with incremental margins well below the company's medium-term goals. Rollins rep…
TD Cowen raised its price target on JFrog to $80 from $75 and maintained a Buy rating after the company reported cloud revenue growth that exceeded Street expectations, strong overall revenue and gross profit margin, and guidance for fiscal 2026 that the firm considers conservative. Other analysts, including Truist Securities, reiterated positive v…
TD Cowen has reaffirmed a Buy rating and a $73.00 price target on Dutch Bros Inc. (BROS), describing the coffee chain as a "Best Idea" due to encouraging sales trends. The target implies roughly 43% upside from the cited share price of $50.86 and sits below the analyst high target of $95. Cowen points to robust recent revenue growth and optimistic …
TD Cowen has maintained a Buy rating on Alphabet (GOOG) with a $365.00 price objective, citing accelerating activity at Waymo as a primary growth driver. The price target implies roughly 19% upside from Alphabet's prevailing quote of $307.75. Supporting data from InvestingPro shows a P/E near 28.05, and InvestingPro rates Alphabet's financial healt…
TD Cowen reduced its price target on Pinterest Inc. to $36 from $44 while retaining a Buy rating, after the social-media company reported fourth-quarter revenue and EBITDA slightly below Street expectations and projected softer near-term results. The company blamed tariff-driven reductions in retailer advertising and the short-term effects of recen…
Guggenheim raised its price objective on Sysco to $95 from $91 and retained a Buy rating, pointing to a manageable debt-refinancing pathway despite some exposure to higher interest costs ahead. The firm left earnings projections intact and flagged the importance of local case growth, while credit agency action and recent leverage trends provide a c…
