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
UBS raised its 12-month price target on Solstice Advanced Materials Inc. (SOLS) to $87 from $75 and maintained a Buy rating after the company reported mixed fourth-quarter results. The stock has already moved above its prior 52-week high, and technical indicators point to an overbought reading following a sharp weekly gain. UBS cited the quarter an…
Benchmark increased its price target on Healthcare Services Group (HCSG) to $28.00 from $24.00 and reiterated a Buy rating following a notable share rally and an outsized quarterly earnings beat. The firm highlighted improving skilled nursing facility client fundamentals, strong cash flow and a net cash position that enables targeted M&A and a new …
Benchmark has reaffirmed its Buy rating and $7.00 price target for Grab Holdings Inc. after the company reported mixed fourth-quarter results and provided guidance for fiscal year 2026. While guidance modestly missed consensus, management presented a three-year plan targeting $1.5 billion in adjusted EBITDA by FY28. Other broker moves included Bern…
Stifel raised its price target for Equinix to $1,075 from $1,020 while retaining a Buy rating, citing 2026 guidance that exceeded expectations and showed a step-up in AFFO per share growth. The data center REIT reported record bookings and growth in recurring revenue despite fourth-quarter misses on earnings and revenue linked to a delayed large de…
Benchmark maintained its Buy rating on NetEase and reaffirmed a $158.00 price target after the company's fourth-quarter 2025 results, which showed mixed operational outcomes. While quarterly EPS and revenue missed analyst expectations, deferred revenue hit a multi-year high and the company’s balance sheet metrics and AI integration plans were noted…
Benchmark increased its price target on Tower Semiconductor (TSEM) to $165 from $150 and reaffirmed a Buy rating, citing robust fourth-quarter results led by the company's silicon photonics business and higher incremental margins. Tower reported revenue and profit beats for the quarter, guided to a modest seasonal trough in Q1 2026, and carries a m…
UBS reiterated its Buy rating on Walmart with a $135 price target, citing confidence that the retailer's upcoming fourth-quarter results will underpin its investment case despite elevated valuation metrics and recent price appreciation. Several other brokerages have also lifted targets to $140, while Walmart continues store expansion and hiring as …
Chefs' Warehouse reported fiscal fourth-quarter results that exceeded analyst expectations on revenue, adjusted EPS and adjusted EBITDA. Benchmark retained its Buy rating and $84.00 price target, keeping the company on its Best Idea list and pointing to continued strong performance into fiscal 2026. Management described sales trends as robust in Ja…
Stifel reduced its price objective on HubSpot Inc (NYSE: HUBS) to $375 from $500 while retaining a Buy rating following the companys fiscal 2026 constant currency revenue guidance of 16%. The firm described market reaction to the guidance as mixed and attributed the lower target primarily to broader SaaS group multiple compression rather than comp…
Stifel reduced its price target on Inspire Medical Systems (INSP) to $95 from $110 while retaining a Buy rating, citing the company's recently revised 2026 guidance and ongoing reimbursement challenges. The firm warned that a worst-case billing scenario involving code 64582 with a -52 modifier could further depress physician payments. Despite the t…
Benchmark has reiterated a Hold rating on Unity Software following a fourth quarter that beat revenue and adjusted EBITDA expectations. Unity reported $503 million in Q4 revenue and $125 million in adjusted EBITDA, outperforming consensus, but provided first-quarter guidance that signals a reset. Analysts' consensus hovers nearer to Buy with a 1.85…
Benchmark reaffirmed a Buy rating and a $295.00 price target on T-Mobile US after the carrier's Capital Markets Day, pointing to structural advantages in its mid-band 2.5GHz spectrum and a denser network grid that it says delivers superior 5G capacity and a three-to-four-year architectural lead. The firm acknowledged a modest market reaction to a s…
Wolfe Research raised its price target for T-Mobile US to $255 from $253 while keeping an Outperform rating, citing a combination of solid financial results, an updated reporting metric from subscribers/ARPU to accounts/ARPA, an accelerated buyback program and paused share sales by Deutsche Telekom. The move follows T-Mobile's Q4 2025 earnings beat…
Stifel reduced its price objective on Parsons Corp. to $89 from $90 while keeping a Buy rating after the company missed fourth-quarter revenue and EPS estimates. The cut arrives amid worse-than-expected transitory headwinds in Parsons' Federal Solutions segment and a weak initial revenue guide for 2026 that sent the stock sharply lower. Other analy…
Benchmark reaffirmed a Buy rating and a $775 price objective on AppLovin following the company’s fourth-quarter 2025 results. AppLovin reported robust top-line growth, record adjusted EBITDA margins and very high conversion of EBITDA to free cash flow. First-quarter guidance prompted some investor disappointment and a pullback in the share price, a…
Stifel raised its price objective on Generac Holdings (NYSE: GNRC) to $235 from $210 and maintained a Buy rating, pointing to accelerating sales in residential products and stronger Commercial & Industrial demand led by data center orders. The firm moved its valuation base from 2026 to 2027 EBITDA at a 14-15x multiple, even as the shares currently …
Benchmark has reaffirmed a Buy rating on Shopify (SHOP) and retained a $145 price target derived from a discounted cash flow analysis, implying roughly 36% upside from the current share price of $106.26. The firm frames the company's current free cash flow reset as a deliberate investment phase, citing robust revenue growth and healthy financial me…
Jefferies increased its price objective for Smurfit Westrock (SW) to $58 from $52 and kept a Buy recommendation, noting the packaging company's plan to reach $7 billion of EBITDA by 2030. The firm highlighted that the growth framework should improve results over the coming years without a material rise in capital spending, creating excess cash that…
Stifel raised its price target on Ascendis Pharma to $325 from $256 and maintained a Buy rating after the company's fourth-quarter 2025 results. The firm highlighted the Yorvipath launch and favorable key opinion leader feedback as drivers for 2026 growth, adjusted its financial model around the firm's guidance for €500 million of operating cash fl…
Cantor Fitzgerald lowered its price target for Paycom Software (PAYC) to $115 from its prior target while keeping a Neutral rating, citing a weaker-than-expected 2026 guidance. The stock has fallen substantially in recent months and now trades near its 52-week low, even as Paycom reports robust gross margins and small improvements in retention and …
Cantor Fitzgerald reduced its price target on Humana to $201 from $290 while keeping a Neutral rating, saying the stock is likely to be range-bound until the company obtains clearer membership data in mid-2026. Multiple other analysts have trimmed targets or downgraded the insurer amid concerns around Medicare Advantage cost and enrollment dynamics…
Morgan Stanley maintained an Equalweight rating and a $72 price target on Block Inc. (NYSE: XYZ) in a research note released Thursday. The target implies roughly 43% upside from the stock's prevailing price of $50.37. The firm trimmed its Square Seller GPV and gross profit growth forecasts to reflect modest GPV deceleration and expects a near-term …
Raymond James raised its price target for BridgeBio Pharma to $89 from $85 and affirmed an Outperform rating after Phase 3 results for infigratinib in achondroplasia. The PROPEL study met its primary endpoint and showed statistically significant gains on height-related measures. Safety signals were limited in the trial. BridgeBio plans regulatory s…
Cantor Fitzgerald increased its price objective for Hyperliquid Strategies Inc. (NASDAQ: PURR) to $6.00 from $5.00 and maintained an Overweight rating, pointing to stronger-than-expected HYPE token performance and expanding trading activity across real-world asset contracts within the Hyperliquid Ecosystem. The update comes amid a recent $30 millio…
Stifel reduced its 12-month price target for Criteo S.A. (CRTO) to $30 from $42 while keeping a Buy rating, saying fourth-quarter results were essentially in line with expectations but first-quarter guidance disappointed. The firm sees the first quarter as the low point for 2026 and expects growth to reaccelerate after near-term headwinds. Separate…
