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
Piper Sandler reaffirmed its Overweight rating and $19.00 price target on Newmark Group, Inc. (NASDAQ:NMRK) following a pronounced market selloff that pushed the stock down 13% in a single session. The firm described Newmark as a capital-light vehicle positioned to benefit from broad commercial real estate (CRE) activity, and noted that recent move…
Morgan Stanley has reaffirmed an Overweight rating and a $21.00 price objective on Huntington Bancshares (HBAN), maintaining the stock as its Top Pick even after the bank reduced its 2027 EPS outlook. Huntington lowered its 2027 EPS range to $1.90-$1.93 from $2.00 while lifting revenue targets and signaling reinvestment of some merger synergies. Th…
Piper Sandler increased its price target on McDonald’s (MCD) to $325.00 from $323.00 while retaining a Neutral rating. The new target sits near the stock's current trading level of $323.21, roughly 1% below its 52-week high. The move comes after McDonald’s outperformed consensus on same-store sales in Q4 2025 and reported stronger-than-expected adj…
Piper Sandler reduced its price target on AppLovin Corp to $650 from $800 but left its Overweight rating intact. The firm cited a mix of higher estimates and a lower valuation multiple even as AppLovin reported better-than-expected fourth-quarter results and gave first-quarter revenue guidance of 5-7% quarter-over-quarter growth. Several other brok…
H.C. Wainwright reduced its price target for Neurocrine Biosciences (NASDAQ: NBIX) to $192 from $198 while retaining a Buy rating. The firm said the adjustment follows a strong finish to 2025, with record Ingrezza prescriptions and a successful launch year for Crenessity, but noted that 2026 guidance for Ingrezza of $2.7-2.8 billion - roughly 10% g…
H.C. Wainwright raised its price target on LightPath Technologies to $15 from $10 following a record fiscal second quarter in which revenue beat expectations. The analyst retained a Buy rating amid growing defense and security demand, a sizable backlog and a recent large order for cooled infrared cameras, though profitability and valuation remain o…
H.C. Wainwright increased its price objective for Exelixis to $54 from $52 and maintained a Buy rating after the company reported fourth-quarter 2025 results. The upgrade follows stronger-than-expected diluted net income and largely in-line revenue and expense items, while other firms continue to view the name positively amid clinical optimism for …
Piper Sandler has reaffirmed an Overweight rating and a $72 price objective on Rollins (ROL) after the company reported fourth-quarter results that fell short of expectations. The stock dipped in after-hours trade following the release, but analysts point to late-quarter weather disruption as a likely transitory cause. Rollins continues to show str…
Evercore ISI reduced its price target on AppLovin Corp to $750 from $835 while maintaining an Outperform rating. The firm cited lower growth-adjusted valuation multiples across comparable sectors even as AppLovin delivered a solid Q4 beat-and-raise, with revenue, EBITDA and margin metrics exceeding Street expectations and the firm raising its FY26 …
Guggenheim increased its 12-month price target for SharkNinja (SN) to $145 from $140 while maintaining a Buy recommendation, pointing to the company's robust operating momentum entering 2026. The upgrade follows a quarter in which SharkNinja exceeded expectations across net sales, margins, adjusted EBITDA and EPS, supported by diversified channels …
KeyBanc Capital Markets retained its Overweight rating and $340 price target on McDonald’s following the company’s fourth-quarter 2025 results. The restaurant operator beat consensus on adjusted EPS and global same-store sales, prompting other firms to raise targets even as KeyBanc trimmed its 2026 EPS forecast due to below-the-line items. Shares m…
KeyBanc Capital Markets trimmed its 12-month price target for Paycom Software to $195 from $250 while retaining an Overweight rating. The firm pointed to a cautious initial revenue-growth outlook for 2026 despite incremental operational improvements reported in Paycom's fourth-quarter 2025 results, leaving analysts divided over the stock's near-ter…
Scotiabank reduced its price target for T‑Mobile US (NASDAQ:TMUS) to $266.00 from $270.50 while retaining a Sector Outperform rating. The bank cited T‑Mobile’s 5G network, customer value proposition and service experience as core strengths supporting above-industry growth, and pointed to sizable shareholder return capacity and growth runway in busi…
KeyBanc Capital Markets trimmed its 12-month price objective for Parsons Corp. to $73 from $80 while keeping an Overweight rating. The revision follows a year of disappointing results and a notable fourth-quarter earnings and revenue miss. KeyBanc described the company’s guidance as prudent and achievable, but said improvement in the Federal Soluti…
Rosenblatt Securities began coverage of USA TODAY Co. (NYSE: TDAY) with a Buy recommendation and a $10.00 price target, identifying AI-related licensing opportunities and platform partnerships as key drivers for valuation upside. The stock is trading near its 52-week peak and has delivered notable six-month gains, while the firm flagged both a digi…
KeyBanc raised its price objective on Tenet Healthcare to $250 from $225 and retained an Overweight rating following the company's fourth-quarter results and optimistic 2026 outlook. The firm highlighted potential efficiency gains and persistent utilization as key catalysts, while Tenet's reported EPS and revenue topped expectations despite a pre-m…
Needham has initiated coverage of GlobalFoundries Inc. (GFS) with a Buy rating and a $55 price objective, highlighting recent margin expansion, rising wafer shipments and strength in automotive and data center end markets. The foundry reported fourth-quarter 2025 revenue at the high end of guidance and posted improved non-GAAP gross margins. Needha…
Truist Securities raised its price objective on GXO Logistics Inc. to $70 from $65 and retained a Buy rating, noting that future upside hinges on execution of secured contracts and productivity gains - particularly from AI-driven initiatives - which could materially improve margins beyond the company's current gross profit margin of 15.09%. The fir…
Raymond James trimmed its 12-month price target on Viking Therapeutics to $118 from $122 but left its Strong Buy rating unchanged after the company reported fourth-quarter 2025 results. Analysts point to progress across both subcutaneous and oral VK2735 programs, a forthcoming amylin agonist entering clinical testing, and a cash-heavy balance sheet…
KeyBanc has reduced its 12-month price target for HubSpot Inc (HUBS) from $400 to $340 while maintaining an Overweight rating. The move reflects worries that management's guidance for 16% constant-currency revenue growth in 2026 does not represent an acceleration back toward the company’s 20% growth objective. HubSpot reported solid fourth-quarter …
Jefferies lowered its price target for Unity Software to $30 from $55 while retaining a Buy rating, citing a Grow revenue shortfall and continued headwinds from ironSource depreciation. Unity reported mixed fourth-quarter 2025 results with earnings and revenue above expectations but issued first-quarter 2026 guidance below consensus, prompting seve…
Needham maintained a Hold rating on Paycom Software following the company’s fourth-quarter financials and its initial revenue guidance for 2026. While Q4 earnings met expectations and margins remained strong, the company’s mid-point revenue growth projection for 2026 of 6.5% came in below analyst consensus and highlights modest new-sales momentum d…
Needham has maintained a Buy rating on AppLovin Corp and held a $700 price target following the company’s stronger-than-expected fourth-quarter performance. The research note raised 2026 estimates on anticipated e-commerce revenue acceleration and increased adjusted EBITDA forecasts, even as near-term guidance and intensifying competition for adver…
Deutsche Bank moved Yara International ASA from Buy to Hold while lifting its price target to NOK 484 from NOK 451. The bank cited a more balanced risk-reward after the stock rallied nearly 13% since its previous upgrade, even as it raised 2026 EBITDA and first-quarter 2026 EBITDA forecasts on expected stronger fertilizer prices and marginally lowe…
Lynx Equity has urged caution on Applied Materials (AMAT) as the semiconductor equipment maker prepares to report first-quarter results. Shares have rallied sharply in recent weeks, lifting the stock close to its 52-week high and above several valuation measures. Lynx expects second-quarter sequential growth to be in the low-single-digit range and …
