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
Evercore ISI raised its price target on Roku to $150 from $145 and kept an Outperform rating after the streaming-platform's fourth-quarter results beat expectations on both revenue and EBITDA. Roku reported an EPS of $0.53 for Q4 2025 and platform revenue growth of 18% year-over-year. Several analysts have revised forecasts upward and firms highlig…
Argus upgraded McDonald’s (MCD) from Hold to Buy and set a $380 price target, pointing to the chain’s value menus, promotional activity and digital investments as drivers of above-peer comparable sales growth. The stock is trading near its 52-week high and several other firms have recently raised price targets after better-than-expected same-store …
Argus upgraded Freeport-McMoRan (NYSE:FCX) from Hold to Buy and set a $72 price target, implying roughly 16% upside from the prevailing share price of $62.04. The research house pointed to a strengthened balance sheet, favorable copper market dynamics driven by U.S. and Chinese stockpiling, and long-term demand tailwinds from electrification and AI…
JPMorgan upgraded Chagee Holdings (NASDAQ:CHA) from Underweight to Neutral while trimming its price target to $11.50 from $12.40. The new target implies roughly 13% upside from the current share price of $10.20, as the firm cites reset expectations, an anticipated Qwen subsidy tailwind, and the potential for a 2026 turnaround backed by new initiati…
H.C. Wainwright reaffirmed its Buy rating and $350 price target on Coinbase Global Inc., even after the cryptocurrency exchange posted weaker-than-expected fourth-quarter results. The firm points to a strong trailing twelve months EBITDA, an attractive valuation gap versus current trading levels, and the potential passage of the CLARITY Act as reas…
Deutsche Bank upgraded Merck from Hold to Buy and raised its price target to $150 from $115, citing market underestimation of the company amid Keytruda patent expiration concerns. The bank points to Merck’s pipeline, recent acquisitions, and projected trough earnings that exceed Street estimates as reasons for the more optimistic stance.
Deutsche Bank upgraded Rivian Automotive Inc. from Hold to Buy and increased its price target to $23 from $16, signaling a more optimistic medium-term view driven by improving vehicle costs, reasonable volume expectations for 2026, and early operational signs. The electric vehicle maker reported fourth-quarter results that beat estimates on revenue…
Brean Capital has resumed coverage of SB Financial Group (NASDAQ: SBFG), assigning a Buy rating and a $24.00 price target, which implies about a 14% upside from the stock's quoted level of $21.09. The firm raised its 2026 earnings estimate and set a 2027 projection while citing lower credit costs and modestly higher net interest income driven by ba…
RBC Capital downgraded Pinterest from Outperform to Sector Perform and reduced its price target to $17 from $38, pointing to disappointing fourth-quarter results and a product roadmap that offers limited incremental monetization levers. Other major brokerages have also lowered ratings and targets after the same quarterly miss, underscoring persiste…
Evercore ISI upgraded Airbnb Inc. from In Line to Outperform and set a $145 price target, pointing to a suite of product improvements and trough valuation multiples as the rationale. The call follows quarterly results that topped revenue expectations but missed on EPS, while the stock has experienced notable weakness year-to-date.
RBC Capital has lowered its price target on Pinterest Inc. (PINS) from $38.00 to $17.00 while keeping a Sector Perform rating, citing disappointing fourth-quarter results driven primarily by tariffs and a recurring concentration issue. The new target sits just below the stock's trading level, and several other brokerages have moved to more cautious…
Rosenblatt upgraded Roku Inc. (ROKU) from Neutral to Buy and raised its price target to $118 from $12 following a quarter that outperformed expectations and guidance that topped market forecasts. The firm pointed to an apparently low enterprise value to EBITDA multiple relative to projected EBITDA growth, strong cash metrics and a growing set of mo…
Bernstein SocGen Group on Friday reiterated an Outperform rating on Toast Inc. (TOST) and kept a $39.00 price target, signaling a 49% implied upside from the stock's $26.14 trading level. The firm highlighted Toast's distinctive software positioning in restaurant payments and pointed to solid balance-sheet metrics, even as the shares have faced sig…
Oppenheimer upgraded Vertex Pharmaceuticals from Perform to Outperform and set a $540 price target, citing potential blockbusters in the company’s renal pipeline. The firm highlighted povetacicept and inaxaplin as key drivers of longer-term revenue diversification while noting improved expectations for 2026 and a mixed Q4 2025 earnings report.
Loop Capital downgraded Pinterest Inc (PINS) from Buy to Hold and reduced its price target to $18.00 from $45.00 following quarterly results that missed expectations. The firm pointed to a revenue shortfall, reduced forward guidance and plans for increased spending as drivers of the action, while acknowledging the platform's user growth and commerc…
BofA Securities downgraded Pinterest Inc. (PINS) from Buy to Neutral and reduced its price target to $19.00 from $39.00, citing weaker-than-expected engagement gains, tariff-related headwinds, and competition from AI-enhanced advertising platforms that are limiting Pinterest’s ability to capture ad spend. The move comes after Pinterest reported sli…
BofA Securities upgraded SPX Technologies (SPXC) from Neutral to Buy and increased its price target to $280 from $240, backing roughly 20% projected EPS growth through 2027 driven by organic capacity additions, product introductions and capital deployment. The firm also raised its 2026 EPS forecast to $8.15, factoring in contributions from announce…
Needham reduced its price objective for Tyler Technologies (TYL) to $400 from $750 while keeping a Buy rating following the company's fourth-quarter results. The firm noted solid performance in SaaS bookings, which grew 9.6% year-over-year, and Tyler raised its fiscal 2026 SaaS revenue guide to a midpoint of 21.5%. The stock, however, has fallen ro…
Needham has reaffirmed a Buy rating on Twilio (NYSE:TWLO) with a $145.00 price target after the company delivered better-than-expected fourth-quarter results. Organic revenue grew 12% in Q4, driven by a high-teens increase in the voice business and a 49% year-over-year rise in Voice AI revenue. Twilio posted EPS of $1.33 on $1.37 billion in revenue…
Oppenheimer raised its rating on International Flavors & Fragrances (IFF) from Perform to Outperform and set a $97 price target, citing an improving volume environment, a shift toward stronger cash generation and the potential for value creation if IFF pursues a sale of its Food Ingredient business. The upgrade follows mixed fourth-quarter 2025 res…
Needham has increased its price objective on Arista Networks to $185 from $165 while retaining a Buy rating. The adjustment follows stronger-than-expected fourth-quarter results, a roughly 6% upward revision to fiscal 2026 revenue guidance, robust deferred revenue growth and a higher artificial intelligence revenue target. Despite the operational b…
JPMorgan reduced its rating on Pinterest Inc (PINS) from Overweight to Neutral and cut its price target to $20.00 from $36.00 after the company provided revenue guidance that signaled a slowdown. The move comes as Pinterest reported slightly missed fourth-quarter results and other firms revised their views, citing pressure from large retailers, cha…
HSBC upgraded CrowdStrike Holdings from Hold to Buy and set a $446 price target, highlighting the company's cloud-native architecture, scale in AI/ML-driven threat detection and multiple expansion opportunities. The upgrade accompanies strong recent revenue growth, margin and earnings-per-share forecasts, recent acquisition activity and internation…
BMO Capital upgraded Neptune Insurance Holdings (NYSE: NP) from Market Perform to Outperform and lowered its price target to $20 from $25. The firm points to Neptune’s high revenue-per-employee metric and uses insurance broker multiples in its valuation, while acknowledging differences in business mix. The new target implies roughly 17% upside from…
Wolfe Research raised American Electric Power (AEP) from Peerperform to Outperform and assigned a $142.00 price target, citing effective execution under new management, expanding growth opportunities and a meaningful capital expenditure outlook. The upgrade coincides with AEP reporting fourth-quarter 2025 results that beat consensus on both earning…
