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
Truist Securities lowered its 12-month price objective for Q2 Holdings (QTWO) to $75 from $110 while maintaining a Buy rating, citing broad software sector valuation compression tied to AI-related fears. The firm highlighted strong recent bookings, improved subscription revenue guidance and margin expansion, even as the stock trades near its 52-wee…
Truist Securities trimmed its 12-month price target for Robinhood Markets to $120 from $130 while retaining a Buy recommendation, reacting to a quarterly report the firm described as a "frustrating earnings print." The adjustment follows weak cryptocurrency trends and softer-than-expected user growth and net deposits in December, modest improvement…
Jefferies has reiterated a Hold rating on ICON plc (NASDAQ:ICLR) with a $175.00 price target, even as the clinical research organization faces investor scrutiny over its backlog accounting and an internal probe into revenue recognition for fiscal 2023 through 2025. Preliminary findings from the investigation indicate potential modest overstatements…
Truist Securities reduced its price target on Inspire Medical Systems to $70 from $96 and kept a Hold rating, pointing to less favorable reimbursement outcomes, new prior authorization delays from CMS' WISeR program, and competitive pressures. The stock is trading near its 52-week low, and other major firms have also trimmed targets or downgraded t…
William Blair has reaffirmed an Outperform rating on CBRE Group following the company’s latest quarterly results, citing a across-the-board beat in transactional businesses and upbeat EPS guidance that points to momentum through 2027. The reiteration comes as CBRE retains a Buy consensus among analysts and shows solid near-term fundamentals despite…
Truist Securities trimmed its price target for HubSpot Inc (HUBS) to $300 from $650 while retaining a Buy rating, pointing to recent software multiple compression despite strong quarterly results and healthy margins. The stock is trading near multi-quarter lows, and other analysts have also revised targets downward while noting ongoing growth and i…
Raymond James has reaffirmed an Outperform rating on CBRE Group and kept a $180 price target, following the company’s solid fourth-quarter 2025 results. The target implies about 20% upside from the stock's current level of $149.49, while analyst targets tracked by InvestingPro span $127 to $212. CBRE posted double-digit revenue growth in most segme…
Jefferies has reiterated a Buy rating on Zoetis Inc. with a $170 price target following the animal health company's latest quarterly results. The broker noted the firm closed a 'volatile year' with organic growth and earnings that beat expectations, while the stock currently trades below Jefferies' target. Recent company actions include a planned $…
TD Cowen has reaffirmed a Buy rating on Planet Fitness (PLNT) with a $135 price target, citing market checks and web-scraping analysis that indicate business trends are "better than feared" even after a softer-than-expected start to the year. The firm continues to rank the fitness chain as its top idea in the sector, while noting potential volatili…
TD Cowen raised its price target on Equinix to $1,123 from $995 and kept a Buy rating, pointing to record bookings and a tighter emphasis on OpEx and capex. The data center REIT posted weaker-than-expected Q4 2025 earnings but provided 2026 revenue and AFFO guidance that topped analyst forecasts. Other brokers also adjusted targets upward amid stro…
BofA Securities downgraded ICON plc (NASDAQ:ICLR) from Neutral to Underperform and reduced its price target to $75 from $195 after raising significant concerns about the company’s recent accounting disclosures. The firm said potential revenue overstatements and broader reporting issues undercut the investment case, prompting a lower valuation multi…
TD Cowen maintained a Hold rating on McDonald’s with a $320 price target, citing stronger-than-expected same-store sales across segments but trimming 2026-2027 EPS estimates by 1% because of higher interest and G&A guidance. The firm also flagged elevated capital expenditure plans that could curb share repurchases. McDonald’s recent fourth-quarter …
TD Cowen reduced its price target for HubSpot Inc. to $270 from $370 and maintained a Hold rating, pointing to solid revenue performance but raising concerns about the company's ability to monetize artificial intelligence. The stock is trading near its 52-week low and appears undervalued by InvestingPro's Fair Value assessment. Multiple other analy…
Truist Securities has maintained a Hold rating and a $222.00 price target on ICON plc (ICLR) after the company disclosed an internal probe into its revenue recognition. Preliminary findings suggest modest overstatements for 2023 and 2024, and the review has prompted delays to the company’s fourth-quarter and full-year 2025 results and prompted seve…
TD Cowen has cut its 12-month price target on T-Mobile US to $252 from $263 while retaining a Buy rating, following the carrier's fourth-quarter 2025 results and mixed guidance for 2026. Despite slightly weaker phone subscriber additions and higher churn, the company reported earnings and revenue that beat expectations and continues to trade below …
TD Cowen has reaffirmed a Buy rating and a $64.00 price target on GFL Environmental (GFL), signaling nearly 45% upside from the stock's current level. The firm pointed to an aggressive M&A pipeline, supportive commodity and currency dynamics, and what it views as an attractive valuation. Recent company results and guidance, along with third-party m…
Jefferies increased its price objective on Tenet Healthcare to $265 from $250 and kept a Buy rating, pointing to about 5% EBITDA growth, robust free cash flow, and an EV/EBITDA multiple below 8x. The move follows Tenet's better-than-expected fourth-quarter 2025 results and prompted a separate target increase from KeyBanc.
BMO Capital raised its DuPont (DD) price target to $60 from $50 and kept an Outperform rating, pointing to the companys large exposure to water and healthcare end markets and to potential margin recovery in its Diversified unit. Recent quarterly results topped expectations and prompted other firms to increase targets, while shares trade near fair …
ICON plc has opened an internal investigation into its revenue recognition practices spanning fiscal years 2023 through 2025. Preliminary findings point to possible revenue overstatement of less than 2% for 2023 and 2024, prompting the company to withdraw 2025 EPS guidance, delay year-end filings to on or before April 30, 2026, and drawing an analy…
BMO Capital increased its price objective on Healthcare Services Group (HCSG) to $22.00 from $20.00 while keeping a Market Perform rating, citing a fourth-quarter adjusted EBITDA beat and improved margins. The firm pointed to a new multi-year revenue growth trajectory and contract-renewal activity that is supporting earnings consistency. The compan…
BMO Capital lowered its 12-month price target for McGraw Hill to $19.00 from $21.00 but retained an Outperform rating after the educational publisher reported stronger-than-expected results, led by Higher Education and digital revenue growth. Management raised FY2026 guidance on U.S. Higher Education strength, while BMO adjusted estimates upward an…
RBC Capital downgraded Humana from Outperform to Sector Perform and cut its price target to $189 from $322, flagging the risk that stronger-than-expected membership gains during the Annual Enrollment Period could push medical costs beyond the company's initial 2026 guidance. The move follows a series of analyst adjustments and regulatory signals th…
Deutsche Bank upgraded BorgWarner from Hold to Buy and almost doubled its price target to $82, citing the company's move into AI data center power solutions and stronger-than-expected fourth-quarter 2025 results. The bank highlighted a TurboCell modular turbine generator agreement that could produce more than $300 million of revenue in 2027 and exp…
BMO Capital lowered its 12-month price target for HubSpot Inc to $285 from $385 but left its Outperform rating intact, citing broad-based solid results and sector-wide valuation compression rather than company-specific weakness. The firm noted HubSpot’s fiscal 2026 revenue guidance and growth signals as reasonable, while several other analysts have…
RBC Capital raised its price objective on McDonald’s to $330 from $320 while maintaining a Sector Perform rating, citing strong fourth-quarter results and continued momentum from the company’s value strategy. The new target implies roughly 2.1% upside from the stock’s current price, and analysts have raised earnings estimates even as the shares tra…
