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
Oppenheimer increased its 12-month price objective for Avient Corp. to $47 from $41 and kept an Outperform rating, citing a robust year-end performance, 2026 guidance that exceeded Street estimates, and favorable segment trends. Avient reported fourth-quarter results that topped revenue and EPS expectations and provided guidance calling for mid-sin…
Cantor Fitzgerald cut its price target on Check Point Software (NASDAQ: CHKP) to $190 from $200 and kept a Neutral rating following the company’s fourth-quarter 2025 results. The adjustment comes after revenue and operating margin missed consensus despite a strong EPS beat and robust billings growth; the firm’s new target tracks closely with Invest…
Raymond James raised its price target for Copa Holdings to $185 from $164 and reiterated a Strong Buy rating, highlighting the airline's favorable valuation, solid balance sheet and strategically positioned hub. The bank notes persistent demand across Copa’s network, healthy profitability metrics and supportive competitive and currency trends, whil…
Cantor Fitzgerald raised its price target on Ascendis Pharma to $300 from $254 while maintaining an Overweight rating, citing the evolving outlook for the company's CNP franchise. The move follows Ascendis' fourth-quarter 2025 results and recent Phase 3 topline data from a competitor, with analysts highlighting physician interest in combination the…
BTIG has maintained a Neutral rating on Check Point Software following the company's fourth-quarter results and fiscal 2026 guidance. Billings exceeded Street expectations while product revenue and operating income underperformed in places. Management projects mid-single-digit revenue growth for 2026 with stronger subscription momentum and an eleva…
Morgan Stanley has maintained an Overweight rating and a $180 price target on CBRE Group, citing the company's solid fourth-quarter performance and guidance that, while slightly below consensus for 2026, remains above Morgan Stanley's own estimates. The firm expressed surprise at the rapid multiple contraction in the stock as investors debate AI-re…
Raymond James raised its 12-month price target on Darling Ingredients (DAR) by $1 to $70 and maintained a Strong Buy rating, pointing to an inflection in the renewable fuels market and structural advantages from Darling's legacy Feed and Food businesses and its Diamond Green Diesel joint venture. The firm highlighted improving margin signals and th…
Canaccord Genuity reduced its price target for Commerce.com (NASDAQ:CMRC) to $6.00 from $11.00 while keeping a Buy rating, citing an attractive current valuation despite a weak growth profile. The firm warned improvement is not expected next quarter but left open a path to value creation if operational metrics improve. Separately, Morgan Stanley do…
Keefe, Bruyette & Woods raised its price objective on Arch Capital to $104 from $102 while keeping a Market Perform rating after the insurer reported fourth-quarter 2025 results and held a conference call. KBW cut its EPS forecasts for 2026 and 2027, citing weaker premium trends and elevated loss and expense ratios that are only partly offset by st…
TD Cowen has kept a Hold rating and a $183 price target on ICON plc after the company disclosed an independent review of its revenue recognition. Preliminary signs point to potential revenue overstatements of under 2% for 2023-2024, prompting ICON to withdraw its 2025 guidance. Despite a steep recent share decline, company-level profitability metri…
H.C. Wainwright cut its price objective on Bitdeer Technologies Group to $25 from $30 while retaining a Buy rating. The analyst note highlights the company’s rapid expansion in mining capacity to more than 63 EH/s, its in-house ASIC manufacturing, and a fourth-quarter revenue beat of $225 million versus analyst expectations of $207.02 million, even…
Stifel has increased its 12-month price target on Hyatt Hotels to $170 from $164 and kept a Hold rating after the company reported fourth-quarter 2025 results. Hyatt posted adjusted EPS of $1.33, well above both Stifel's forecast and Street expectations largely because of a tax add-back. However, adjusted EBITDA and revenue came in slightly below c…
Raymond James has reaffirmed an Outperform rating and a $180.00 price target on CBRE Group, arguing that concerns about artificial intelligence weighing on office leasing are overstated. The firm highlights CBRE's diversified revenue mix and recent growth, and sees AI as a potential catalyst for data center transactions and services mandates rather…
DA Davidson has maintained a NEUTRAL rating on Palantir Technologies (PLTR) after reviewing Michael Burry's detailed critique. While the firm concurs with some macro concerns about the AI cycle and data center depreciation, it finds no new evidence in Burry’s 10,000-word newsletter to change its view of Palantir’s business prospects. The firm point…
Raymond James increased its price target for Cognex to $80 from $50 and kept a Strong Buy rating following a fourth-quarter outperformance that exceeded the firm's revenue and EPS expectations. The company reported broad-based strength, especially in logistics, and outlined steps to improve operating leverage. Other major firms have issued contrast…
Truist Securities has increased its 12-month price target for Agios Pharmaceuticals to $39 from $38 while maintaining a Buy rating. The move follows the company’s fourth-quarter 2025 results and updates on late-stage program planning and early commercial activity. Agios reported strong growth in PYRUKYND revenue and is advancing mitapivat filings i…
BofA Securities reduced its price target for Alnylam Pharmaceuticals (ALNY) to $460 from $462 while retaining a Buy rating. The bank highlighted a slate of clinical milestones and potential regulatory filings in 2026, even as Alnylam's most recent quarterly results produced an earnings surprise but missed revenue expectations. The stock is trading …
BTIG increased its price objective for Onity Group, Inc. (ONIT) from $50 to $60 while keeping a Buy rating, pointing to improved earnings visibility that supports the release of a valuation allowance. The new target implies roughly 40% upside from Onity’s prevailing share price, and follows a fourth-quarter earnings surprise that far exceeded expec…
Needham increased its Crocs (CROX) price target to $118 from $100 and reaffirmed a Buy rating after the footwear maker reported stronger-than-expected fourth-quarter results and issued a bullish fiscal 2026 outlook. The company delivered Q4 earnings per share of $2.29 and provided FY2026 adjusted EPS guidance well above consensus, prompting Needham…
Stifel has lifted its 12-month price target on Kimco Realty (KIM) to $25.75 from $25.50 and reiterated a Buy rating, citing the company's leasing traction for 2026. Management reported that 87% of expiring annual base rent (ABR) in the first half of 2026 is either resolved or has active deals underway, and 98% of anchor leases expiring without opti…
UBS lowered its price target on ANGI Inc. to $11.00 from $15.00 and retained a Neutral rating following the company's fourth-quarter 2025 results. The downgrade reflects a substantial year-over-year decline in the network business - roughly 79% - driven by persistent Google SEO challenges, even as ANGI's proprietary operations showed improving Serv…
UBS increased its price objective for McDonald’s to $365 from $350 while keeping a Buy rating, signaling roughly 11% upside from the stock's current level. The firm cited robust fourth-quarter results, broad same-store sales strength, and an accelerating new-store rollout as reasons for greater confidence in the company’s sales trajectory through 2…
Deutsche Bank reduced its 12-month price target for Shopify to $175 from $195 while retaining a Buy rating, attributing the cut to adjustments in profitability forecasts for fiscal 2026 and 2027 primarily linked to tax rates. The decision comes against a backdrop of robust revenue and gross merchandise volume growth, continued product momentum — in…
UBS reiterated a Buy rating on T-Mobile US (NASDAQ:TMUS) and maintained a $300.00 price target after the carrier’s Capital Markets day, highlighting an outlook for accelerating EBITDA growth and meaningful free cash flow. Management’s guidance for 2026 and 2027 aligns broadly with street estimates while showing upside versus prior implied expectati…
UBS increased its price target on Cisco to $95 from $90 and retained a Buy rating following the company’s quarterly results. The firm pointed to stronger-than-expected 'AI' and 'Product' orders and a widening silicon portfolio - including the new G300 chip - as reasons for improved visibility into growth in the back half of FY26 and into FY27. UBS …
