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 raised its price target for McDonald’s to $370 from $356 and reaffirmed a Buy rating following the company’s fourth-quarter 2025 results, which topped forecasts for comparable sales and adjusted EBITDA. The firm pointed to value initiatives, menu innovation, loyalty growth and technology investments as drivers of momentum, while o…
Keefe, Bruyette & Woods lifted its price target on Apollo Commercial Real Estate Finance (NYSE: ARI) to $11.50 from $10.75 while maintaining an Outperform rating. The firm revised 2026 quarterly EPS estimates to reflect ARI's planned sale of its loan portfolio at carrying value, an event KBW expects will produce $1.4 billion in net equity proceeds …
Shares of Gjensidige Forsikring ASA slipped after Barclays downgraded the stock to Underweight and lowered its price target, warning the insurer's upcoming Capital Markets Day could prompt downward revisions to consensus forecasts. The bank flagged a narrower expected improvement in combined ratio, competitive pressures beyond Norway, and structura…
Needham reduced its target for HubSpot Inc. to $300 from $700 while retaining a Buy rating, citing results that were strong yet consistent with a tempered outlook for near-term growth. The stock has fallen sharply over the past year, and the new target reportedly sits near a market fair-value assessment. HubSpot beat fourth-quarter 2025 estimates o…
Wedbush raised its price target for GlobalFoundries Inc. (GFS) to $50 from $40 while keeping a Neutral rating, pointing to better-than-expected conditions in the mature foundry market and expanding opportunities tied to AI-related power and networking markets. The chipmaker recently posted Q4 2025 results that exceeded expectations, and other broke…
BofA Securities upgraded Huntington Ingalls Industries from Underperform to Neutral and lifted its price target to $400 from $300, citing stronger shipbuilding sector fundamentals and a higher relative price-to-free-cash-flow multiple for 2027. The move comes as HII reports improving momentum and recent quarterly results that beat expectations, eve…
BofA Securities raised its rating on Hexcel Corp. from Underperform to Neutral and lifted its price target to $95 from $60, citing fading destocking across the aerospace supply chain and improving production rates at aircraft manufacturers. The move follows recent quarterly results that beat expectations and comes amid share repurchases and positiv…
BTIG lowered its price target for Palo Alto Networks to $200 from $248 while keeping a Buy rating, citing multiple compression across software even as channel checks showed improving demand. The new target implies roughly 21% upside from the current share price. The company has completed its acquisition of CyberArk and several other brokerages have…
H.C. Wainwright initiated coverage on Immunome Inc. (IMNM) with a Buy rating and a $40.00 price objective, representing a 71% premium to the referenced $23.41 share price. The firm cited the company’s lead candidate varegacestat and a developing ADC franchise as core value drivers, while recent equity financing and upbeat third-party analyst update…
Needham has maintained a Buy rating and a $45.00 price target on AtriCure Inc. (NASDAQ: ATRC) despite the prospect of a new surgical left atrial appendage closure (LAAC) competitor from Edwards Lifesciences. The price target implies roughly 37% upside from the stock's current price of $32.90. Analysts tracked by InvestingPro see somewhat larger ups…
RBC Capital downgraded HubSpot Inc from Outperform to Sector Perform and reduced its price target from $322.00 to $189.00. The new target sits below the current share price and follows a steep share decline over the past year. RBC cited heightened downside risk in the stock's risk/reward profile despite HubSpot's strong margins and recent quarterly…
Clear Street has reiterated a Buy rating and a $6.60 price target on Century Therapeutics (IPSC), pointing to strong potential for CNTY-813 as a cell therapy aimed at treating type 1 diabetes. The firm emphasized Century’s Allo-Evasion hypoimmune edits as a competitive advantage and noted early competitive data supporting the approach. Recent finan…
Oppenheimer has reiterated an Outperform rating and maintained a $15.00 price target on Aurora Innovation Inc (NASDAQ:AUR), even after the company issued 2026 revenue guidance below consensus and signaled higher-than-expected cash burn. The price target implies roughly 244% upside from AUR’s trading level of $4.36, amid recent volatility in the sha…
Baird raised its price target on GlobalFoundries (GFS) to $60 from $40 while keeping an Outperform rating, projecting upside from the current share price near $48.74. The firm points to silicon photonics, satellite and optical networking as near- and medium-term revenue and mix drivers, and highlights continued automotive content gains and share ex…
BofA Securities has reaffirmed a Buy rating on Royalty Pharma (NASDAQ: RPRX) and kept a $54.00 price target after the company posted robust fourth-quarter results. The target implies roughly 22% upside from the stock's current level, while management issued fiscal 2026 royalty receipt guidance that BofA characterizes as conservative given several d…
William Blair has kept an Outperform rating on ViaSat after Southwest Airlines said it will install SpaceX’s Starlink on more than 300 aircraft this year. The firm says the Starlink rollout replaces Anuvu systems on older planes and does not affect ViaSat equipment on Southwest’s existing fleet; Southwest will continue to fit ViaSat systems on all …
BofA Securities trimmed its Cleveland-Cliffs (CLF) price target to $13.00 from $14.50 and kept a Neutral rating after the steelmaker reported a fourth-quarter earnings miss and provided guidance that disappointed the firm. Weak Q4 adjusted EBITDA, revised 2026 profitability expectations and a stretched balance sheet underpin the cautious stance, wh…
William Blair has reaffirmed an Outperform rating on HubSpot Inc while the stock trades near its 52-week low after a sharp yearlong decline. The firm points to quality quarterly results but signals that a return to meaningful growth or a notable pickup in AI-driven adoption will be required to rebuild investor confidence. Valuation metrics show Hub…
Barclays trimmed its price target for Unity Software (NYSE:U) to $28 from $35 while keeping an Equalweight rating. The bank cited improving AI-driven world models and advertising scale potential, but said valuation upside may be constrained until key uncertainties are resolved. Unity posted revenue and EBITDA above consensus, reported robust traili…
BTIG has lowered its one-year price target on AppLovin Corp to $640 from $771 while retaining a Buy rating following the company’s fourth-quarter results. The adjustment reflects sector multiple compression and updated estimates that incorporate 2026 quarterly modeling, despite strong near-term performance, robust margin metrics and constructive gu…
Truist Securities increased its 12-month price target for Genuine Parts Company (GPC) to $162 from $146 and kept a Buy rating, highlighting traction in the industrial segment and ongoing support for the automotive business. The stock is trading just shy of its 52-week high after posting strong year-to-date and one-year returns. Other brokerages hav…
Wolfe Research increased its price objective on Gilead Sciences to $170 from $155 and retained an Outperform rating, pointing to continued strength in the company’s HIV portfolio. The move follows robust product growth, an above-consensus quarterly report, and a string of price-target revisions from other brokerages.
TD Cowen reduced its rating on Rigetti Computing Inc. (RGTI) from Buy to Hold in a research note released Thursday, maintaining a $360 price target but warning that the stock is richly valued and that consensus earnings per share for 2026 may need to be trimmed modestly. The downgrade follows solid fourth-quarter 2025 results and a major $8.4 milli…
Wolfe Research cut its price target for Circle Internet Group (CRCL) to $40 from $65 while maintaining an Underperform rating. The firm pointed to materially lower out-year profitability under its updated model, and InvestingPro data highlights the company’s recent stock decline, negative EBITDA and slim gross margins. Other brokerages provided mix…
Barclays raised its price target on McDonald’s to $380 from $372 and maintained an Overweight rating following the company’s better-than-expected fourth-quarter 2025 comparable-sales and earnings results. Analysts have revised earnings estimates higher, while the stock traded near its 52-week high before slipping in after-hours trade amid investor …
