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
Needham reduced its price target on Vertex Inc. to $20.00 from $30.00 while keeping a Buy recommendation, following Q4 results that met expectations. The firm cited slower growth, modestly higher churn among low ARR customers, and several discrete revenue headwinds during the quarter, but identified levers for reaccelerating annual recurring revenu…
Jefferies increased its price objective for SharkNinja to $200 from $175 and left its Buy recommendation intact, pointing to rising confidence in the company's growth algorithm. The move follows a quarter in which SharkNinja topped earnings and revenue expectations, even as the stock slipped in pre-market trading.
Stifel has nudged up its price target on National Retail Properties to $48.50 from $48.00 and reaffirmed a Buy rating. The REIT is trading near its 52-week high after reporting a quarter that beat EPS and revenue estimates, and management provided detailed status updates on its remaining furniture and restaurant assets.
H.C. Wainwright trimmed its 12-month price objective for Coinbase Global Inc. to $350 from $425 while retaining a Buy recommendation as the exchange approaches its Q4 2025 earnings report. The firm expects softer net revenue and adjusted EBITDA for the quarter, a large headline EPS loss driven by unrealized markdowns, and potentially lower subscrip…
Jefferies reduced its price target on Progressive Corp. to $216 from $230 and kept a Hold rating, lowering near-term EPS estimates as it models higher Personal Auto loss ratios and modestly increased expense ratios. The move joins a series of divergent analyst updates ranging from raised targets to cuts, underscoring mixed sentiment about Progressi…
UBS reaffirmed a Buy rating and a $228.00 price target for Welltower Inc. (WELL) after the REIT reported fourth-quarter 2025 results and provided initial 2026 guidance. The company reported $13.9 billion of fourth-quarter investments, outpacing UBS and consensus estimates, and delivered strong same-store NOI gains across its portfolio, driven in pa…
UBS raised its price objective for Coca-Cola to $87 from $82 and retained a Buy rating after the company reported modestly stronger-than-expected organic sales in the fourth quarter and issued fiscal 2026 guidance broadly in line with market forecasts. Despite the upbeat target, the stock dipped after the results amid investor positioning, mixed qu…
UBS increased its price target for ARAMARK Holdings to $47 from $45 and kept a Buy rating after the company reported fiscal first-quarter results that exceeded expectations for organic growth. Shares rose after the results and a notable healthcare contract win that UBS says should support net new business through fiscal 2026 and into fiscal 2027. O…
UBS reaffirmed a Buy rating and a $30 price target for Mattel Inc. after the toymaker reported fourth-quarter results below expectations. The firm highlighted Mattel's reinvestment in digital gaming and estimated those investments could translate to meaningful per-share value at modest multiples, even as other brokerages trimmed targets and one dow…
UBS has reaffirmed its Buy rating on Hasbro (HAS) and held a $99 price target after the company reported a better-than-expected fourth quarter, driven by outperformance in its gaming portfolio and improved toy sales. UBS highlighted fiscal 2026 margins and EBITDA coming in above expectations despite cost pressures, while DA Davidson and Morgan Stan…
UBS has increased its price target on Nvidia to $245 from $235 and kept a Buy rating as it anticipates revenue that outpaces the company's guidance for the fiscal fourth quarter. The firm forecasts robust near-term sales and expects Nvidia to reaffirm a 75% gross margin, while noting potential guidance exclusions for China and investor concern over…
Benchmark Research has reiterated a Buy rating on Zillow Group (ZG) and kept its price target at $110. Benchmark acknowledged that reported fourth-quarter EBITDA and first-quarter guidance were below consensus, but said that excluding legal expenses would place results at or above estimates. The firm flagged near-term expense surprises and a legal …
Benchmark increased its price target on Klaviyo to $33 from $30 and kept a Buy rating following a robust fourth-quarter report and forward guidance. The firm pointed to continued customer additions, elevated revenue growth and gradual operating margin expansion, supported by positive estimate revisions and a discounted cash flow valuation.
Benchmark Research reaffirmed its Buy rating on Spotify and maintained a $760 price target following a quarter it described as "an exceptionally clean quarter." The firm cited improved metrics around ARPU, gross margin, and subscriber growth, and framed AI-driven content creation as a structural tailwind for large, data-rich platforms like Spotify.…
Benchmark reduced its price target on Pinterest Inc. to $34 from $39 while retaining a Buy rating, a move announced one day before the company reports fourth-quarter results. The adjustment comes amid expectations for muted UCAN ARPU over the next year, discussion of a possible workforce reduction of up to 15%, and divergent views across other anal…
Jefferies raised its price target on Red Rock Resorts (RRR) to $79.00 from $73.00 and reaffirmed a Buy rating following the company’s better-than-expected fourth-quarter 2025 performance. The bank cited Red Rock’s leadership in the Las Vegas Locals market, a robust 62.4% gross profit margin and on-schedule capital projects, including an $87 million…
Benchmark maintained its Buy rating and $18.00 price target on Rivian Automotive, highlighting slightly better-than-consensus expected revenue and narrower-than-forecast EPS loss for the fourth quarter. The research house pointed to delivery alignment with guidance, a tight gross profit margin to improve, and solid liquidity backed by JV and loan a…
Benchmark raised its price objective on Saia Inc. to $400 from $360 and kept a Buy rating after the LTL carrier reported fourth-quarter results that were marginally below expectations. The shortfall was driven largely by unexpected self-insurance costs tied to prior-year accidents; excluding those items, operating income and earnings would have bee…
Benchmark reiterated its Buy rating and $475.00 price target on Tesla (NASDAQ:TSLA) as the company moves into a strategic transition in early 2026, prioritizing reinvestment and platform development over near-term earnings optimization. The firm notes resilient fourth-quarter performance and a strong balance sheet, even as Tesla trades at a high P/…
Stifel increased its price target on Lattice Semiconductor (NASDAQ:LSCC) to $110 from $80 and maintained a Buy rating following the company's fourth-quarter fiscal 2025 results and upbeat fiscal first-quarter 2026 guidance. Shares traded near $105.49 as analysts highlighted strength in AI server applications, new product momentum, and a refreshed s…
Stifel reiterated a Buy rating on Edwards Lifesciences and kept a $110 price target, implying roughly 27% upside from the current share price. The medical device maker posted stronger-than-expected fourth-quarter 2025 revenue driven largely by transcatheter aortic valve replacement (TAVR) sales, while adjusted EPS lagged estimates due to higher sel…
Stifel has reconfirmed a Buy rating and set a $160 price target on Glaukos Corporation (GKOS), citing an attractive risk-reward for the company’s iDose franchise even as potential Local Coverage Determination - LCD - restrictions loom. The firm’s assessment rests on survey work, early commercial checks, and recent company disclosures including prel…
National Bank Financial moved Vizsla Silver Corp (NYSE:VZLA) from Outperform to Sector Perform after security incidents at the company’s Panuco project in Mexico. The downgrade follows reports that 10 people were removed from the site on January 28 and that several of those taken were later found deceased, announced on February 9. The research firm…
Stifel has reduced its 12-month price objective on S&P Global to $489.00 from $599.00 while keeping a Buy rating. The move follows the company’s latest quarterly results and 2026 guidance, which Stifel says came in below expectations. The research firm points to an investor narrative around AI-driven disruption - a narrative it finds hard to counte…
Baird raised its rating on Medpace (NASDAQ: MEDP) from Neutral to Outperform and set a $564.00 price target, implying roughly 32% upside from the stock's quoted $428.16 level. The upgrade, executed intraday and described by Baird as a rare move for the firm, leans on Medpace’s artificial intelligence strengths even as the company reported a strong …
