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 lowered its price target on Shopify to $126 from $181 while retaining a Neutral rating. The decision reflects valuation worries despite fourth-quarter outperformance on key metrics and an upbeat near-term outlook. Analysts remain divided, with several firms adjusting targets and ratings in response to Shopify's results and guidanc…
DA Davidson increased its price target on Fastly Inc. (FSLY) to $13 from $9 after the company reported fourth-quarter results that outperformed estimates and issued initial 2026 guidance above expectations. The firm kept a Neutral rating, citing elevated customer concentration despite signs of healthier traffic growth and improved price compression…
DA Davidson lowered its price target for Pegasystems to $60 from $85 while maintaining a Buy rating following what the firm called "strong 4Q results" and accelerating Cloud ACV growth. Pegasystems reported Q4 2025 results that beat consensus on both EPS and revenue, delivered robust gross margins and double-digit revenue growth over the trailing 1…
DA Davidson reiterated a Buy rating and an $85.00 price target for Crane NXT (NYSE:CXT), citing sales that exceeded expectations, primarily driven by international Currency and DLRA segments. The target implies roughly 62% upside from the stock's current price of $52.53. While revenue and backlog metrics were encouraging, operating margins lagged D…
Cantor Fitzgerald has maintained an Overweight rating and a $12.00 price target on Aurora Innovation Inc (AUR), citing the company’s advances in autonomous trucking and partnerships to scale hardware. The target implies roughly 200% upside from the current share price of $4.06. Aurora has logged more than 4.5 million autonomous cumulative miles and…
DA Davidson lowered its price target for Harley-Davidson to $25.00 from $30.00 while maintaining a Buy rating after the company reported fourth-quarter 2025 results and issued 2026 guidance that fell short of expectations. Harley-Davidson’s revenue has fallen 13.76% over the past year, and analysts forecast another 17% sales decline for fiscal 2026…
Cantor Fitzgerald reduced its price target for HubSpot Inc. to $280 from $500 while keeping an Overweight rating, pointing to compressed group valuations and persistent worries about AI-driven disruption in application software. The firm highlighted accelerating net-new ARR and robust gross margins as counterweights to market skepticism. Multiple o…
Cantor Fitzgerald cut its price target on Q2 Holdings (QTWO) to $80 from $90 but kept an Overweight rating after the company delivered one of its strongest bookings quarters. Management raised 2026 subscription revenue guidance and provided constructive 2027 targets, even as Q2 missed on EPS in its fourth-quarter report. Other broker reactions were…
Stifel has kept a Hold rating and a $90.00 price target on Crocs (CROX) after the company issued a stronger-than-expected fiscal 2026 outlook. Crocs' guidance for adjusted EPS of $12.88 to $13.35 and healthy gross margins contrasted with some data showing expected net income weakness this year, leaving the firm to balance valuation appeal against c…
Baird maintained a Neutral rating and a $65.00 price target on BioMarin Pharmaceutical Inc. (NASDAQ:BMRN) after BridgeBio reported positive pivotal data for oral infigratinib in achondroplasia. Despite the competitive development, BioMarin’s fundamentals remain strong, with a Piotroski Score of 9, 12.39% revenue growth over the last year, and valua…
DA Davidson has reaffirmed a Buy rating on Q2 Holdings (QTWO) and set a $82.00 price target after the company reported fourth-quarter results that outpaced the firm's revenue and adjusted EBITDA forecasts. The target implies notable upside from the stock's prevailing price, while other brokers have trimmed price targets amid software sector valuati…
DA Davidson trimmed its 12-month price target for Vertex Inc. (NASDAQ:VERX) to $13 from $23 while retaining a Neutral rating. The reduction follows Q4 2025 results the firm described as largely in-line with expectations and reflects concern that material organic growth drivers are not imminent despite positive signs in e-invoicing and management's …
DA Davidson reduced its 12-month price objective for Criteo S.A. to $28.50 from $38.00 but left its Buy recommendation intact after the company's fourth-quarter 2025 report. The firm described results as solid and modestly ahead of consensus on key contribution and EBITDA metrics, yet trimmed its valuation amid a cautious 2026 growth outlook. Marke…
PayPay Corp has submitted a U.S. initial public offering filing with the Securities and Exchange Commission to list American Depositary Shares on the Nasdaq Global Select Market under the ticker PAYP. The filing discloses the company’s ownership stakes, recent quarterly revenue and earnings per share, annual payment volume, user penetration among s…
Barclays upgraded Analog Devices (ADI) from Equalweight to Overweight and raised its price target to $375 from $315, highlighting the company's concentrated industrial exposure, strong margin profile, and favorable inventory metrics. The firm also updated communications segment growth forecasts, projecting 43% expansion in 2026 and 15% in 2027. Oth…
Barclays has started coverage of Microchip Technology (MCHP) with an Equalweight rating and a $80 price target as the shares trade modestly above that level. The bank highlighted Microchip's exposure to Data Center and Aerospace & Defense markets while raising caution on microcontroller market-share pressure, high inventory days and leverage. Recen…
Barclays has begun coverage of ON Semiconductor (NASDAQ: ON) with an Equalweight rating and a $75 price objective, a level close to the stock's recent trading price. The bank cites the company's tight correlation with Purchasing Managers' Indexes and its substantial manufacturing ownership as positives, and enumerates several potential gross margin…
Leerink Partners downgraded ICON plc from Outperform to Market Perform and cut its price target to $105 from $220, citing uncertainty around an internal accounting review and broader industry pressure on cancellations and margins. The move follows a dramatic slide in ICON's share price and comes amid similar reassessments by other brokerages as the…
Barclays has reaffirmed an Overweight rating on CBRE Group with a $192.00 price target, noting robust operating-profit gains in advisory services and buildings operations & experience (BOE). The bank highlights management commentary pointing to a strong start to Q1 2026 with double-digit growth across all segments and expects that momentum to c…
BTIG raised its price target for Scorpio Tankers (NYSE:STNG) to $85 from $80 while keeping a Buy rating, citing robust forward bookings and improving rate momentum. The company reported EBITDA roughly in line with expectations, enhanced its dividend and returned material cash to shareholders this quarter. Scorpio also moved to a pro forma net cash …
Jefferies maintained a Buy rating and a $187 price objective on CBRE Group, citing stronger-than-expected core EPS and optimistic 2026 guidance. The company's fourth-quarter results delivered an EPS beat, with mixed revenue performance across segments. CBRE's guidance implies double-digit growth across services, but the stock trades at a relatively…
BMO Capital reduced its 12-month price target on ICON plc (NASDAQ: ICLR) from $175.00 to $100.00 while keeping a Market Perform rating. The move follows an internal and external review into the company’s revenue recognition practices spanning fiscal 2023 through 2025, delayed financial reporting and withdrawn guidance. Multiple broker responses and…
Truist Securities raised its price objective on Terex to $82 from $72 and kept a Buy rating after the company reported quarterly results and supplied fiscal 2026 guidance that incorporates the REV Group acquisition. The upgrade follows sizable stock momentum, stronger bookings across product lines, and management projections that include material E…
TD Cowen raised its price target for GXO Logistics to $69 from $62 while keeping a Buy rating after the company delivered stronger-than-expected fourth-quarter results and issued 2026 guidance consistent with consensus. Analysts highlighted $775 million of secured new revenue and the potential for upside to guidance, even as some customer churn and…
Morgan Stanley has maintained an Overweight rating and a $160.00 price target on Zoetis Inc., after the company reported quarterly results that included an earnings-per-share beat and provided operational guidance for 2026. The firm flagged investor attention on the trajectory of Zoetis' US Companion Animal segment amid intensifying competition, wh…
