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
Monness, Crespi, Hardt has downgraded Coinbase Global Inc. (NASDAQ:COIN) from Buy to Sell, saying expectations for a steady recovery in 2026 underestimate the typical duration and severity of cryptocurrency bear markets. The firm now models continued weakness into the first half of 2026 and expects 2026/2027 results to come in below consensus acros…
RBC Capital reduced its price target for Shopify to $170 from $200 but retained an Outperform rating, citing a fundamentally strong quarter alongside concerns about free cash flow and taxes. Shopify reported robust revenue growth, and guidance points to accelerating top-line momentum, even as market anxieties around AI and divergent analyst actions…
RBC Capital has maintained an Outperform rating on Colliers International (NASDAQ: CIGI) with a $190 price target, implying roughly 46% upside from the current price of $130.01. The firm highlighted peer CBRE’s strong year-over-year growth across comparable service lines and noted Colliers’ 2026 core EPS guidance indicating 17% growth. The stock ha…
Inspire Medical Systems saw its shares decline after RBC Capital reduced its price target to $68 from $90 while maintaining a Sector Perform rating. The downgrade follows the company’s 2026 guidance of 4-10% growth, down from a prior base-case of 10-11%, which management attributed to coding headwinds related to the Inspire V therapy. Analysts flag…
Needham reduced its price objective for Q2 Holdings to $70 from $90 while retaining a Buy rating, attributing the change to multiple compression in the software sector. The downgrade comes after Q2 reported robust revenue and subscription growth, expanded margins, and raised guidance for fiscal 2026, though the company missed analysts' EPS expectat…
RBC Capital raised its price target for Fastly Inc. (NASDAQ: FSLY) to $12.00 from $10.00 while keeping a Sector Perform rating, citing early signs of durable acceleration and margin execution. The move comes amid a quarter that beat revenue consensus by 6.9%, improved customer metrics and guidance that topped expectations, which helped drive a 25% …
RBC Capital increased its 12-month price target on AT&T to $31 from $29 and retained an Outperform rating, citing improved confidence following AT&T’s year-end 2025 results and segment restatements. The firm points to the company’s fiber build and the accelerated unwind of legacy assets as drivers of longer-term growth and free cash flow expansion.
Guggenheim cut its price target on Paycom Software to $180 from $210 while retaining a Buy rating after the company issued conservative 2026 revenue guidance. The firm highlighted healthy margins, improved retention and client growth, but noted management’s prudent outlook. Other analysts trimmed targets or maintained cautious stances, and the stoc…
Stephens has raised its price target on EOG Resources to $139 from $138 and maintained an Equal Weight rating, citing recent NYMEX strip prices that informed its NAV-based valuation. The research team expects EOG to post in-line fourth-quarter 2025 cash flow per share, free cash flow, and production, and expects a rebound in capital return to share…
Stephens raised its price target on Westinghouse Air Brake to $290 from $230 and kept an Overweight rating after the company reported fourth-quarter 2025 results that beat estimates, issued 2026 guidance ahead of consensus, and showed solid order momentum. The firm pointed to locomotive and modernization orders from U.S. Class I railroads and a str…
Canaccord Genuity maintained its Buy rating and $164.00 price target on Neurocrine Biosciences (NASDAQ:NBIX) following the company's fourth-quarter 2025 results. The firm highlighted robust performance from both Ingrezza and the recently launched Crenessity, while flagging higher-than-expected expenses and a lack of near-term pipeline catalysts as …
Canaccord Genuity increased its price target for SharkNinja (SN) to $160 from $140 and kept a Buy rating after the company reported fourth-quarter and full-year results that beat key consensus metrics. SharkNinja delivered solid revenue and margin performance, announced a sizable share repurchase program and drew higher price targets from other fir…
Guggenheim has lowered its price target for Humana to $252 from $312 but kept a Buy rating, citing an incremental $1 billion net Stars headwind for 2026 and the company’s planned 25% membership increase. Multiple brokerages have adjusted targets and ratings following Humana’s 2026 guidance and a low Medicare Advantage payment rate projection from C…
Piper Sandler lowered its price target on American International Group (AIG) to $88 from $95 while retaining an Overweight rating. The firm pointed to better-than-expected catastrophe losses and favorable reserve development but said underlying underwriting results and top-line trends disappointed. InvestingPro data show AIG trading at $78.44 with …
Needham has trimmed its price target on Cellebrite to $18 from $24 while retaining a Buy rating. The adjustment arrives even as the digital intelligence company outperformed expectations on revenue, gross margins and annual recurring revenue growth. Management projects ARR growth of 18%–19% for calendar 2026, a figure Needham describes as a conserv…
Needham reduced its price objective on Unity Software to $35 from $50 while keeping a Buy rating, pointing to a lower valuation multiple even as the company’s Vector product reports double-digit sequential growth. Unity’s stock trades well below its 52-week high amid mixed earnings results, a decision to wind down the ironSource ad business, and lo…
Scotiabank raised its price target on Equinix to $997 from $959 while maintaining a Sector Outperform rating, pointing to a stronger backlog, planned site openings and increased enterprise AI deployments as drivers of faster earnings growth. Equinix’s updated 2026 guidance and recent revenue forecast, alongside third-party analyst reactions, provid…
Piper Sandler lowered its price target on HubSpot Inc. to $280 from $400 while retaining an Overweight rating, pointing to a compression in software sector multiples as the key driver. The research note acknowledged several favorable operating signals at HubSpot - including strong gross margins, accelerating net new ARR, revenue beats, a $1 billion…
KeyBanc has lowered its price target on ANGI Inc to $11 from $17 while retaining an Overweight rating, following the company's fourth-quarter results and revised 2026 guidance. Management now expects revenue growth to return later than previously forecast, and it has trimmed 2026 growth guidance from mid-single-digit to low-single-digit. The stock …
Piper Sandler reduced its price target for Inspire Medical Systems from $165 to $85 while retaining an Overweight rating, pointing to reimbursement uncertainty tied to the company’s Gen 5 device. Inspire delivered stronger-than-expected fourth-quarter results but lowered fiscal 2026 revenue guidance after a coding clarification that will affect phy…
Scotiabank reduced its price target on GFL Environmental to $56 from $57 while retaining a Sector Outperform rating, attributing the adjustment to foreign exchange headwinds reflected in GFL's 2026 guidance. The waste services provider posted stronger-than-expected fourth-quarter results and flagged continued commodity and FX pressures, while plann…
Scotiabank raised its price target on AppLovin Corp to $775 from $750 and retained a Sector Outperform rating after the company posted fourth-quarter results that topped expectations for revenue, EBITDA and EPS. While the bank highlighted margin expansion and a scheduled e-commerce platform launch in H1 2026, mixed first-quarter guidance and a vola…
Piper Sandler has increased its 12-month price target for Fastly Inc. (FSLY) to $14 from $11 while maintaining a Neutral rating. The research note highlights a sizable earnings beat, accelerating sales momentum driven by large customers and former Edgio accounts, and guidance that tops consensus for 2026. Analysts and market-data providers show imp…
H.C. Wainwright increased its price target on NovoCure Ltd. (NVCR) to $47.00 from $39.00 and kept a Buy rating following FDA approval of Optune Pax for locally advanced pancreatic cancer in combination with gemcitabine and nab-paclitaxel. The approval arrived earlier than expected, prompting the firm to raise the probability of success in pancreati…
Truist Securities has reaffirmed a Buy rating and a $21.00 price target for Huntington Bancshares (HBAN) after revising its financial model. The firm lowered its EPS estimates for 2026 and 2027 to reflect reduced purchase accounting accretion tied to Huntington’s Cadence acquisition but says the adjustment can signal higher-quality earnings and doe…
