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
Guggenheim raised its price target on US Foods to $115 from $95 while retaining a Buy rating, citing a current 2026E EBITDA multiple of 13.2x. The move follows an in-line fourth-quarter report and initial 2026 guidance. Despite recent share outperformance, the firm warned the stock trades above historical valuation boundaries and may face a digesti…
H.C. Wainwright upgraded Adlai Nortye Ltd. (ANL) from Neutral to Buy and assigned a $16.00 price target, citing the company’s clinical portfolio and recent business development activity. The firm’s valuation model places the greatest weight on AN9025, and highlights upcoming clinical readouts and pipeline progress as potential catalysts. Market met…
Guggenheim raised its price target on Tenet Healthcare to $271 from $257 and maintained a Buy rating after the company reported fourth-quarter results and issued 2026 guidance that modestly exceeded analyst expectations. The guidance shows upside from hospital operations and potential incremental gains from several transitional and reimbursement-re…
Guggenheim boosted its price target for Sphere Entertainment (SPHR) to $150 from $136 and retained a Buy rating after the company reported stronger-than-expected fourth-quarter results. Sphere’s segment revenue and adjusted operating income surpassed Guggenheim’s estimates, driven in part by the performance of the "The Wizard of Oz" experience. The…
Piper Sandler raised its price target for Arista Networks to $175 from $159 and maintained an Overweight rating after the networking equipment maker posted quarterly results that topped expectations. Arista updated its annual growth guidance to 25% and increased its AI revenue projection to $3.25 billion, while Needham separately lifted its target …
Truist Securities has reiterated a Buy rating on JFrog (FROG) and kept a $70.00 price target following the company's fiscal 2025 results. The firm cited robust cloud revenue growth, steady security revenue, and improving enterprise sales momentum as drivers of a "solid FY25 finish." JFrog reported a 22.69% year-over-year revenue increase and strong…
RBC Capital lowered its 12-month price target for Dutch Bros Inc. (BROS) to $75 from $80 while retaining an Outperform rating. The move follows a fourth-quarter performance that beat expectations and fiscal 2026 guidance that modestly exceeded investor concerns. Despite robust revenue growth and a stronger same-store sales outlook, RBC cited a pull…
Guggenheim lowered its price target for Pinterest to $25 from $38 and kept a Buy rating after the company's fourth-quarter results. Revenue and Adjusted EBITDA fell short of expectations, with management pointing to tariff-related pressures and a larger share of big retail advertisers. Pinterest remains profitable with strong margins and a solid ba…
Leggett & Platt (NYSE: LEG) saw its stock decline roughly 7% after releasing fourth-quarter results that narrowly missed earnings expectations while modestly exceeding revenue estimates. Piper Sandler retained a Neutral rating and a $12 price target, calling the sell-off exaggerated and attributing it to new investor volatility. Key valuation metri…
Piper Sandler reduced its price objective for Coinbase Global Inc. to $150 from $270 while retaining a Neutral rating. The revision follows the exchange's fourth-quarter 2025 results and softer-than-expected first-quarter 2026 guidance, prompting large downward revisions to 2026 and 2027 EPS estimates and a reassessment of valuation multiples.
RBC Capital reduced its price objective for Alnylam Pharmaceuticals to $450 from $465 but kept an Outperform rating, citing potential short-term revenue pressure including a $25 million sequential reduction in ex-US guidance tied to price erosion and softer-than-expected U.S. growth. The company posted mixed fourth-quarter 2025 results and remains …
RBC Capital raised its price objective on Applied Materials to $430 from $385 while maintaining an Outperform rating, citing robust wafer fabrication equipment demand and the company’s leadership positions across DRAM/HBM, advanced logic and packaging. Management expects Systems revenue growth of more than 20% in calendar 2026, and other broker act…
BMO Capital reduced its 12-month price target on TransUnion to $85 from $105 while keeping an Outperform rating, citing guidance headwinds tied to FICO pass-through costs and softer segment outlooks despite a solid quarterly beat. TransUnion reported stronger-than-expected Q4 2025 results, prompting Needham to lower its target as well but retain a …
Cantor Fitzgerald reduced its price target for TripAdvisor to $10.00 from $14.00 and maintained an Underweight rating after the travel-platform reported mixed fourth-quarter results and issued cautious near-term guidance. Management flagged continuing demand headwinds in its hotels business and plans to invest in the Experiences segment, while also…
Piper Sandler reduced its 12-month price target for Pinterest Inc to $21 from $33 and kept a Neutral rating after the company's quarterly results and first-quarter guidance missed expectations. The decision follows a sharp after-hours share drop and is part of a broader wave of analyst repricing amid user growth that has not fully translated into r…
Craig-Hallum upgraded Applied Materials from Hold to Buy and bumped its price target to $450, arguing that sustained demand tied to AI advanced node chips, high bandwidth memory and advanced packaging underpins a multi-year equipment cycle. The research house's forecast for equipment growth in 2026 outpaces Applied Materials' own revenue guide, and…
Roth/MKM initiated coverage of Lifetime Brands (LCUT) with a Buy rating and a $5.00 price target, implying roughly 47% upside from the stock's $3.40 level. The firm points to potential growth, margin expansion and stronger free cash flow following cyclical and tariff-related headwinds, while Canaccord Genuity recently cut its rating to Hold and tri…
Craig-Hallum downgraded SPS Commerce from Buy to Hold and trimmed its target to $70, citing acquisition underperformance, a subdued 2026 outlook and delays to planned enablement activities. The firm also raised concerns that artificial intelligence could exert downside pressure despite management’s positives. The move follows a quarter with an EPS …
Cantor Fitzgerald trimmed its price objective on Pinterest Inc. to $18 from $34 but retained an Overweight rating after the company's fourth-quarter results fell slightly short of estimates. Pinterest forecasted slower first-quarter revenue growth and cited tougher-than-expected headwinds from large advertisers alongside a sales-team reorganization…
KeyBanc has boosted its price target on Cognex to $70 from $50 and kept an Overweight rating after the machine vision company delivered strong fourth-quarter results and an above-consensus outlook for the first quarter. The firm highlighted operating expense efficiencies and management's goal of roughly 25% adjusted EBITDA margins on a run-rate bas…
Cantor Fitzgerald reduced its price objective for Instacart to $47 from $54 while retaining an Overweight rating. The revised target still implies more than 20% upside from the current share price. The analyst note also contains analysis of Rivian's stronger-than-expected quarterly metrics. Separately, Needham raised its Instacart target to $55 and…
Piper Sandler reiterated a Neutral rating and a $190.00 price target on Lululemon Athletica Inc., citing material uncertainty around the company’s CEO succession and a probable margin reset. The firm noted the stock trades at specialty retail multiples that make it appear inexpensive, but warned that operational execution and product direction rema…
Cantor Fitzgerald has lifted its 12-month price target for Rivian Automotive to $18 from $15 while maintaining a Neutral rating following fourth-quarter results that exceeded Visible Alpha consensus on revenue, gross margin and the bottom line. Rivian reported a GAAP gross margin of 9% versus a 2% consensus, and management set a 2026 delivery outlo…
Cantor Fitzgerald lowered its price target for Expedia Group to $245 from $285 while retaining a Neutral rating. The adjustment follows a fourth-quarter result that topped EBITDA expectations by 11%, solid bookings and room-night growth, and strong profitability metrics. The firm raised fiscal 2027 EBITDA estimates modestly but cited ongoing debate…
Cantor Fitzgerald cut its price target for Airbnb Inc. to $121 from $141 while retaining a Neutral rating. The move follows fourth-quarter results that beat some expectations on bookings and EBITDA but included an EPS miss. Management's preliminary fiscal 2026 guidance points to flat EBITDA margins, and Cantor said it needs clearer signs of an impr…
