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
Wolfe Research cut its rating on Inspire Medical Systems from Outperform to Peerperform after acknowledging a prior call it described as a "complete miss." The downgrade comes as the stock has plunged 68.13% over the past year and amid concerns about reduced physician incentives, reimbursement uncertainty, competitive pressures and regulatory hurdl…
Evercore ISI cut Pinterest Inc.'s rating from Outperform to In Line and set a $25 price target following softer-than-expected fourth-quarter results. The move comes amid a clear deceleration in revenue growth and increasing concern about intensifying competition and U.S. retail advertising weakness. Other firms including UBS and Baird also trimmed …
UBS downgraded Evergy (EVRG) from Buy to Neutral while nudging its price target up to $88 from $86, saying recent regulatory outcomes and a stronger share price leave less room for further rerating. The utility trades near its 52-week peak and carries a P/E of 22.22 and a 3.45% dividend yield. UBS describes the risk/reward as balanced as Evergy pur…
UBS adjusted its stance on Edison International (EIX), moving the stock from Buy to Neutral while increasing its price target. The broker pointed to recent share appreciation and a delayed legislative catalyst as reasons to temper near-term upside, even as the utility raises its dividend and pursues securitization to address wildfire-related costs.
UBS upgraded Xcel Energy (XEL) from Neutral to Buy and increased its price target to $89 from $81. The firm highlights a high-quality, fully regulated 9% EPS growth profile, rising data center load upside and a dividend track record, arguing these factors are not fully reflected in the current share price.
Raymond James upgraded Rayonier (NYSE: RYN) from Outperform to Strong Buy and increased its price target to $28 from $26 after the company completed its merger with PotlatchDeltic and delivered stronger-than-expected fourth-quarter results. The combined business controls more than 4.1 million acres of U.S. forestry, holds approximately $300 million…
Raymond James reduced its recommendation on IPG Photonics from Strong Buy to Outperform while boosting its price target to $180 from $97. The move follows strong fourth-quarter results that beat the firm's forecasts, rapid recent share appreciation and a sharp expansion in valuation multiples. The analyst highlighted growth drivers tied to CROSSBOW…
Piper Sandler launched coverage of Climb Bio (CLYM) with an Overweight rating and a $23 price objective, implying more than 330% upside from the stock's recent price. The firm emphasized clinical progress of budoprutug across three indications and the differentiated profile of CLYM116, while noting the company's balance sheet supports near-term dev…
Piper Sandler cut Hercules Capital Inc.'s rating from Overweight to Neutral and reduced its price target to $17.50 from $20.50 following the company's fourth-quarter results. The firm flagged Hercules' sizable software portfolio - roughly 35% of assets - as vulnerable to disruption from artificial intelligence, and trimmed near-term earnings foreca…
Morgan Stanley downgraded Afya Ltd. (NASDAQ:AFYA) from Equalweight to Underweight and reduced its price target to $16.00 from $17.50. The firm flagged structural limits to student-seat growth in medicine, potential margin pressure as the company invests to scale adjacent businesses, regulatory constraints on intake and higher debt costs following a…
Rothschild Redburn upgraded Church & Dwight Co. Inc. (NYSE: CHD) from Sell to Neutral and increased its price target to $91 from $81, citing a more constructive view on the consumer goods company's near-term outlook. The change follows an evaluation of past pricing actions, brand performance across the Power Brands portfolio, and broader sales tren…
Barclays has reinstated coverage on Medtronic (MDT) with an Overweight rating and a $116 price target, reflecting about 15% upside from the stock's recent price. The bank highlights substantial growth potential in cardiac ablation systems and renal denervation technology, while valuation metrics and upcoming earnings could provide additional clarit…
Barclays downgraded Fortune Brands from Overweight to Equalweight and cut its price target to $55, citing guidance that fell well short of consensus and uncertainty about when margins will recover heading into 2026. The company also reported a Q4 2025 earnings and revenue miss, while investors weigh the potential impact of a new CEO against ongoing…
UBS lowered its price target on Pinterest Inc. to $26 from $40 while retaining a Buy rating after the social-image platform reported weaker-than-expected fourth-quarter results and issued softer guidance. The bank trimmed its 2026 revenue and adjusted EBITDA forecasts and cited persistent advertiser pressures and higher AI-related costs as factors …
Baird downgraded Pinterest Inc. (PINS) from Outperform to Neutral and trimmed its price target to $20 from $35, citing persistent headwinds among larger advertisers and recent company restructuring. The stock is trading near its 52-week low after a more than 52% decline over the past year. While user growth and engagement remain constructive and pr…
Citizens has downgraded Upstart Holdings Inc. from Market Perform to Market Underperform and established a $20.00 price target. The research house says the move is largely valuation-driven following the release of three-year medium-term guidance, and it highlights both marketwide pressure on fintech lenders with private credit exposure and mixed fo…
Baird upgraded its rating on Wells Fargo to Neutral from Underperform and assigned an $85.00 price target. The firm points to a post-January share sell-off that it says has made the bank's valuation more reasonable and curtailed immediate downside, while remaining cautious because current multiples are still above the threshold that would prompt a …
Baird upgraded Synchrony Financial from Neutral to Outperform and set an $83.00 price target, pointing to attractive valuation metrics, resilient credit trends and capital flexibility. The firm highlighted risk-sharing agreements and a strong CET1 ratio as buffers against possible credit deterioration, while recent quarterly revenue shortfalls and …
Citizens has downgraded Domo from Market Outperform to Market Underperform and trimmed its price objective to $3.50, citing strong competitive headwinds in the Snowflake ecosystem, an elevated debt load with restrictive covenants, and mixed near-term operating results. The stock is trading near its 52-week low and has posted steep year-to-date loss…
Norwegian Cruise Line Holdings was downgraded by JPMorgan following the abrupt departure of its president and CEO, a move that prompted several other brokerages to revise price targets and ratings. Management installed John Chidsey as the new President and CEO and emphasized executional consistency going forward. Analysts' responses vary, reflectin…
BMO Capital downgraded Dollar Tree (NASDAQ:DLTR) from Market Perform to Underperform and trimmed its price target to $95 from $110, citing concerns about the retailer's investment and focus on digital capabilities and potential dis-synergies that could impede margin expansion. The stock trades well above BMO's revised target, and analysts differ on…
Barclays moved Zscaler (NASDAQ: ZS) from Equalweight to Overweight even as it reduced its price target from $264.00 to $228.00. The revised target still implies meaningful upside from the current share price, which has fallen sharply over the past six months. Barclays cites both durable customer economics and potential AI tailwinds while flagging a…
Summit Insights analyst Kinngai Chan moved Applied Materials (AMAT) from Hold to Buy, pointing to sustained demand tied to AI and other technology transitions that should bolster logic/foundry and DRAM capital spending in 2026. Applied Materials reported fiscal Q1 2026 earnings that beat consensus, yet its shares fell in after-hours trading as inve…
National Bank Financial upgraded Advantage Energy Ltd from Sector Perform to Outperform and raised its target to C$15.00 from C$14.00. The move follows the company’s board concluding a strategic review and keeping management’s plan in place. Key operational metrics, including rising production and cost-focused capital moves, underpinned the change.…
Barclays has moved Hennes & Mauritz AB (H&M) from Equalweight to Underweight and set a SEK162 price target, citing limited signs of a consumer rebound for the brand and a valuation that looks rich versus peers. While H&M has trimmed costs, improved margins and reduced inventory, Barclays says evidence is lacking that sales will recover, and it view…
