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.
3,519 total articles
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…
KeyBanc has reiterated an Overweight rating on Dutch Bros Inc. (BROS) and set a $77.00 price objective, noting strong fourth-quarter results and visible sales momentum. The stock currently trades well below that target and carries a high price-to-earnings multiple, while recent positioning-related weakness and competitive pressures create uncertain…
Bernstein SocGen Group has reiterated an Outperform rating on FedEx and kept a $427.00 price target, highlighting management targets for $25 of EPS in calendar 2029 and $16 billion of free cash flow over the next three years. The firm and other analysts point to margin expansion initiatives, a strategic shift toward B2B and higher-revenue B2C shipm…
Bernstein SocGen raised its price objective for Cognex to $66 from $49 and kept an Outperform rating, pointing to what it sees as the early phases of a global factory automation recovery and sustained margin expansion. The company's shares have climbed substantially year-to-date and over the past 12 months, while other brokerages have issued a rang…
Needham reduced its price target for Coinbase Global Inc. to $230 from $290 but retained a Buy rating after the company reported results roughly in line with Street expectations. The firm said Coinbase narrowly exceeded its revenue forecast but missed on adjusted EBITDA, and highlighted weakness in cryptocurrency trading during the first quarter of…
Bernstein has reaffirmed an Outperform rating on Airbnb Inc. (ABNB) and set a $162.00 price target after the company’s most recent quarterly report. The target implies roughly a 32% upside from the current share price and sits above the wider analyst consensus, which implies about a 24% upside. The firm highlighted healthy nights-booked growth, acc…
Bernstein SocGen Group increased its price target on Anheuser-Busch InBev to $97 from $96 while maintaining an Outperform rating, highlighting strong stock performance, improving U.S. market-share data, signs of volume and margin recovery for 2026, and anticipated World Cup-related demand across the Americas.
Needham has trimmed its 12-month price target for Bitdeer Technologies Group (BTDR) to $22 from $30 but preserved a Buy recommendation. The revision follows the company’s fourth-quarter report, which topped revenue expectations but missed on adjusted EBITDA amid higher electricity expenses, elevated general and administrative costs tied to AI and H…
Craig-Hallum has initiated coverage of Compass Therapeutics (CMPX) with a Buy rating and a $15.00 price target. The research firm highlighted the company’s bispecific antibody platform and lead asset, tovecimig (PD-1xVEGF-A), which may present a near-term commercial opportunity in second-line biliary tract cancer. Several other analysts have recent…
Cantor Fitzgerald has increased its 12-month price target on Vertex Pharmaceuticals to $590 from $485 and kept an Overweight rating, pointing to the company’s belief that a renal franchise could approach the size of its cystic fibrosis business. The firm emphasized positive clinical analogs, financial strength and management confidence on safety, w…
Stephens increased its FedEx (FDX) price objective to $405 from $330 and kept an Overweight rating after the carrier’s Investor Day. Management outlined plans to exceed consensus fiscal third-quarter 2026 EPS, accelerate digitization using artificial intelligence, and concentrate growth on select business-to-business markets. Other firms, including…
Guggenheim reduced its price target for DraftKings Inc. (DKNG) to $37 from $42 after the company released fourth-quarter results and provided an initial 2026 outlook. The investment firm kept a Buy rating even as it lowered its forward revenue and adjusted EBITDA projections for 2026. DraftKings reported revenue and adjusted EBITDA ahead of consens…
Stephens cut its price target on Check Point Software (CHKP) to $210 from $240 following the vendor's fourth-quarter 2025 results, but left its Overweight rating unchanged. The quarter delivered strong billings and better-than-expected subscription growth, yet product revenue and product bookings disappointed. Management's 2026 guidance for revenue…
Evercore ISI trimmed its price target for Yelp to $31 from $38 while retaining an Outperform rating, pointing to continued weakness in the company’s advertising business despite recent partnerships and acquisitions. Yelp reported a mixed fourth quarter of 2025 with modest revenue upside and an EBITDA beat, but its guidance for the first quarter and…
Stephens reduced its Martin Marietta Materials price target to $735 from $740 while keeping an Overweight rating after fourth-quarter results that fell short of forecasted metrics. Aggregates selling price, volumes, and profit-per-ton gains were all below expectations, while unit costs rose more than anticipated. The company also presented 2026 EBI…
Needham reduced its 12-month price target on Toast Inc. (TOST) to $35 from $60 while retaining a Buy rating, citing sector multiple compression even as the company reported robust location additions, revenue growth and momentum in product adoption. Toast beat revenue estimates for the fourth quarter but recorded an earnings-per-share shortfall; man…
Needham increased its 12-month price target on Cohu from $30.00 to $33.00 while maintaining a Buy rating. The firm pointed to design wins in data-center applications and ongoing opportunities tied to High Bandwidth Memory and AI compute as reasons for the higher target, even as Cohu reported a fourth-quarter miss on non-GAAP gross margins driven la…
Needham has cut its 12-month price target on TransUnion to $95 from $115 while leaving its Buy rating intact. The adjustment follows fourth-quarter results that beat revenue and earnings expectations, but Needham pointed to mixed fiscal 2026 guidance - driven by softer mortgage volume assumptions and a slower-than-expected India recovery - as the r…
Needham increased its price target for Instacart (CART) to $55 from $50 and kept a Buy rating following the company’s fourth-quarter results and first-quarter guidance. The research house raised its 2026 adjusted EBITDA estimate by 2% after noting large 2025 customer cohort additions, a doubling of Storefront additions year-over-year, improvements …
Needham increased its price target for Applied Materials to $440 from $390 and kept a Buy rating after the company delivered stronger-than-expected quarterly results and set aggressive semiconductor equipment revenue guidance for calendar year 2026. Management expects wafer fabrication equipment growth to continue into 2027, supported by demand in …
Canaccord Genuity reduced its price target on CVRx Inc to $10.00 from $11.00 but maintained a Buy rating, citing lower valuation multiples within the small-cap medical technology peer group. CVRx reported fourth-quarter 2025 revenue of $16.0 million, beating Canaccord and consensus estimates and aligning with the company’s own guidance range. The c…
Canaccord Genuity reduced its 12-month price target for DexCom to $95 from $99 on Friday but maintained a Buy rating. The adjustment follows a quarter that beat revenue expectations and continues a multiyear growth trend, with analysts citing product iteration, margin expansion potential from the G7 sensor, and several pending catalysts that could …
Guggenheim has downgraded Itron from Buy to Neutral and removed its prior $155 price target after revising the company's near-term growth outlook. The firm reduced revenue and EBITDA estimates for 2026 and 2027, citing lower backlog coverage entering 2026 and the expected operating cost impact from recent acquisitions. Itron continues to roll out p…
Jefferies downgraded Ormat Technologies (NYSE: ORA) from Buy to Hold even as it raised its price target to $130 from $125, saying much of the company’s upside from enhanced geothermal systems and data-center agreements appears priced in. The research house flagged several near- and medium-term metrics for investors to watch, while other analysts re…
Goldman Sachs shifted its rating on Upstart Holdings Inc. (UPST) from Sell to Neutral and assigned a $35.00 price target, saying that prior concerns about margin and take-rate compression are now more broadly reflected in the market following the stock's underperformance. Upstart reported mixed fourth-quarter 2025 results, with earnings per share m…
