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
Evercore ISI trimmed its price target on Urban Edge Properties to $21.00 from $22.00 while keeping an "In Line" rating. The research shop marginally reduced its FFO estimate to $1.50 from $1.51, citing slightly lower cash net operating income projections that were partially offset by reduced general and administrative expenses. The REIT's leasing p…
Stifel increased its price target on Ecolab Inc. to $337 from $300 and retained a Buy rating. The move follows fourth-quarter 2025 adjusted EBIT margin improvement and company guidance for additional margin gains in 2026. Ecolab also reported record Q4 2025 EPS of $2.08 on revenue of $4.19 billion and maintained its revenue outlook.
Cantor Fitzgerald trimmed its 12-month price target for BlackLine to $50 from $58 while keeping a Neutral rating, citing that the company’s 2025 results were encouraging but that sustained improvement would be required to restore low double-digit growth. The stock is trading near its 52-week low and carries a high P/E, and analysts remain divided o…
Cantor Fitzgerald reduced its price target for Jumia Technologies (JMIA) from $18.00 to $16.00 while retaining an Overweight rating. The revised target still implies material upside from Jumia's last-traded price of $9.86. Cantor pointed to accelerating gross merchandise value (GMV) trends and multi-quarter guidance that support sustained revenue e…
Jefferies increased its price objective on James Hardie Industries to AUD33.00 from AUD30.00 and kept a Buy rating after the building materials maker posted fiscal Q3 results that beat several Street estimates. The quarter was driven by siding performance, stronger margins and raised guidance for fiscal 2026, prompting at least one other broker, Tr…
Cantor Fitzgerald trimmed its price objective for Klaviyo Inc. (NYSE:KVYO) to $35 from its prior target while retaining an Overweight rating. The new target implies roughly 65% upside from the most recent share price of $21.20. The move follows a quarter of stronger-than-expected top-line growth, improved free cash flow margins and rising revenue f…
Stifel on Wednesday raised its price target for Aramark Holdings (NYSE: ARMK) to $47 from $44 and kept a Buy rating after the company delivered a quarter Stifel described as "solid." The firm made only minor changes to its financial model and left its fiscal 2026 and 2027 EPS estimates essentially unchanged, while incorporating calendar year 2027 e…
Stifel reduced its price target on Norwegian Cruise Line Holdings to $31 from $32 while retaining a Buy rating, pointing to weakening short-term pricing power as Caribbean capacity rises. The stock trades near $22.84, leaving roughly 13% upside to analyst consensus targets, and recent broker activity has delivered a range of downgrades and target c…
Cantor Fitzgerald trimmed its 12-month price objective on Spotify to $525 from $615 and kept a Neutral rating, even after the company posted fourth-quarter results that beat some expectations on margins and subscriber growth. The firm said operating income exceeded prior Street estimates and highlighted improving margins driven by favorable content…
JPMorgan downgraded AtriCure Inc. from Overweight to Neutral and trimmed its target to $36 from $48 following Edwards Lifesciences’ announcement of a surgical left atrial appendage closure (LAAC) product that will compete with AtriCure’s AtriClip. The research note cites Edwards’ deep footprint in cardiac surgery and the potential risk to AtriCure’…
Cantor Fitzgerald reduced its price target on Zillow Group to $56 from $68 and kept a Neutral rating after the company reported fourth-quarter results showing revenue modestly above expectations but EBITDA slightly below. Zillow reported $2.58 billion in revenue, with For Sale and Rentals segments showing disparate growth patterns. Management guide…
Jefferies upgraded ArcelorMittal (MT) from Hold to Buy and increased its price target to EUR62.00 from EUR44.00, pointing to a structurally stronger outlook for European steel driven by policy changes. The firm projects substantially higher 2027 EBITDA and expects EU production rates and prices to rise as import flows decline under new tariff rules…
Cantor Fitzgerald trimmed its 12-month price target on Lyft to $14.00 from $21.00 while retaining a Neutral rating after the ride-hailing company's fourth-quarter report. Bookings broadly matched Street expectations and EBITDA beat by roughly 5%, but rides growth slowed and first-quarter EBITDA guidance landed below consensus at the mid-point.
DA Davidson cut its price target on Rapid7 to $6.50 from $14.00 while retaining an Underperform rating after the cybersecurity company reported decelerating ARR growth and gave muted forward guidance. The move follows fourth-quarter results showing ARR growth at 0% year-over-year and guidance indicating additional near-term contraction, prompting o…
DA Davidson increased its price target on Simpson Manufacturing to $200 from $190 while retaining a Neutral rating after the company's stronger-than-expected fourth-quarter 2025 performance. The firm cited cost discipline and pricing benefits, adjusted EPS and EBITDA forecasts to reflect one-time items and a smaller share count, and said its 2026 o…
DA Davidson lowered its price target on Palo Alto Networks to $210 from $240 while keeping a Buy rating, citing anticipated upside in NGS ARR and RPOs and noting recent acquisitions. The move comes days before the company's scheduled earnings report, and follows other analyst adjustments and sector M&A activity.
Barclays has downgraded Norwegian Cruise Line Holdings from Overweight to Equalweight and set a $23.00 price target after the stock climbed to meet the bank's valuation. The firm flagged weak first-quarter yield visibility, ongoing Caribbean pricing declines for 2026 and a potential erosion of Norwegian's premium positioning as reasons for a more b…
JPMorgan downgraded Mattel Inc. (NASDAQ: MAT) from Neutral to Underweight and sharply reduced its price target to $14 from $23, citing an anticipated "investment year" that will weigh on near-term results. The bank highlighted planned investments of $110 million in digital games and $40 million in performance marketing, ongoing inventory clearance …
DA Davidson lowered its price target on Lyft to $19 from $22 while retaining a Neutral rating after describing Lyft's fourth-quarter 2025 results and first-quarter 2026 guidance as "mixed." The firm kept its 2026 revenue outlook largely unchanged, trimmed adjusted EBITDA forecasts modestly and flagged elevated autonomous vehicle investment risk as …
Canaccord Genuity reduced its rating on Rapid7 (NASDAQ:RPD) to Hold from Buy and revised its price target down to $10 from $27 after the cybersecurity vendor issued subdued fiscal 2026 guidance. The company projected a 2-3% revenue decline, halted ARR guidance and signaled lower operating income and free cash flow, prompting several brokerages to t…
DA Davidson lowered its 12-month price target for Mattel Inc. to $18 from $25 while keeping a Buy rating after the company reported disappointing fourth-quarter results and set initial 2026 guidance that fell short of consensus on most measures. The firm singled out the Mattel163 acquisition as a positive strategic move toward digital growth, even …
Roth/MKM initiated coverage on Prenetics (NASDAQ: PRE) with a Buy rating and a $36.00 price target, a valuation implying roughly 75% upside from a $20.51 share price. The firm points to IM8, a supplement brand launched in late-2024, which has scaled to over $100 million in run-rate revenue and prompted management to concentrate on the brand. Prenet…
Truist Securities reduced its price target on Rapid7 to $8.00 from $14.00 while keeping a Hold rating after the company's fourth-quarter 2025 report. The revision comes amid mixed quarter results, a below-consensus revenue outlook, and management moves intended to jump-start growth; several other brokerages also moved to trim targets or ratings fol…
Raymond James reduced its rating on Webster Financial (WBS) from Outperform to Market Perform after Banco Santander announced an acquisition that values Webster at $75.00 per share. The broker cited limited upside because the stock trades close to the agreed transaction price, which includes an approximate 14% premium and sits above peer multiples.…
Oppenheimer upgraded Monro Muffler Brake Inc. (NASDAQ: MNRO) from Perform to Outperform and assigned a $40.00 price target. The firm cited stabilizing company dynamics under new senior leadership and expects strengthening sales and operating leverage as sector conditions improve. Recent company results showed an EPS beat for Q3 FY2026 but a slight …
