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
Goldman Sachs has initiated coverage of Samsara Inc (NYSE:IOT) with a Buy rating and a $36 price target, implying roughly 32% upside from the stock's current price of $27.20. The bank frames Samsara as a highly defensible software growth asset that combines edge hardware and cloud software to digitize physical operations. Other broker activity and …
Truist Securities raised its price target on Gilead Sciences to $152 from $145 and kept a Buy rating after the company reported Q4 2025 results that outperformed consensus on revenue and adjusted EPS. The upgrade reflects confidence in Gilead’s HIV franchise and a pipeline of upcoming catalysts, though some investor debate over Yeztugo’s $800 milli…
Truist Securities raised its price objective on James Hardie Industries to $30.00 from $28.00 and kept a Buy rating after the building materials maker reported quarterly results that came in modestly above expectations and issued higher guidance for the fiscal year ending March 2026. The firm highlighted progress in decking and reduced siding volum…
DA Davidson raised its price objective on Hasbro to $110 from $80 following the company's stronger-than-expected fourth-quarter 2025 results. The firm left its rating at Neutral while citing a broad-based beat across segments, robust margins and a conservative 2026 outlook. Morgan Stanley also increased its target and maintained an Overweight stanc…
Morgan Stanley upgraded European Wax Center (EWCZ) to Equalweight from Underweight and increased its price target to $5.80 from $3.75 following the announcement that General Atlantic will take the company private in an all-cash deal valued at about $330 million. Strong gross margins, recent stock gains and the transaction's valuation multiples unde…
Bernstein SocGen Group raised its price target on Gilead Sciences to $160 from $135 and maintained an Outperform rating after the company reported fourth-quarter revenue and adjusted EPS above certain consensus estimates. Gilead issued fiscal 2026 guidance that came in marginally below consensus midpoints for product revenue and adjusted EPS, yet B…
Bernstein SocGen Group has reaffirmed an Outperform rating and a $160 price target on Robinhood Markets (HOOD) following the company's fourth-quarter earnings. The broker notes that a shortfall in crypto revenue, which it had expected, drove the revenue miss, but it views the weakness as temporary and highlights growth in prediction markets and oth…
Truist Securities reduced its price target on Lyft to $18 from $23 while retaining a Hold rating after the company's fourth-quarter 2025 report. Although Truist acknowledged improvements in marketplace health and solid recent revenue trends, the firm pointed to softer rides growth amid higher promotions, mixed first-quarter 2026 guidance and limite…
Truist Securities trimmed its price target on Klaviyo Inc (KVYO) to $35 from $45 while keeping a Buy rating, attributing the reduction to sector-level valuation compression even as the company reported a strong fourth quarter. Multiple brokerages reiterated positive ratings but lowered targets amid a broader reset in market multiples, with several …
Bernstein has kept an Outperform rating and a $650 price target on Spotify, pointing to a roughly 34% upside from the stock's quoted price of $484. That assessment follows a Q4 report described by Bernstein as "stellar" and a Q1 outlook labeled "promising," while other brokerages offered a range of reactions that underscore divergent views on Spoti…
Bernstein raised its 12-month price target on Huntington Ingalls Industries (HII) to $421 from $412 while retaining a Market Perform rating. The move follows HII's Q4 2025 results that featured better-than-expected earnings and revenue but also prompted investor concern over guidance, free cash flow, revenue timing and shipbuilding margins. The new…
Bernstein SocGen Group increased its price target for Ferrari to $410 from $395 while keeping an Outperform rating following the automaker's fourth-quarter 2025 results and fiscal 2026 guidance. Management projected an EBIT margin of at least 29.5% and highlighted strong order book visibility; the stock reacted with a double-digit intraday rally be…
Bernstein SocGen Group kept its Outperform rating and $99.00 price target on Trimble Navigation (NASDAQ:TRMB), citing the company's positioning amid potential AI-driven shifts. The price target implies a significant upside from the current trading level of $67.14. Trimble reported better-than-expected fourth-quarter results and profitable trailing …
Truist Securities reaffirmed its Buy rating on Hinge Health Inc (HNGE) and set a $63 price target after the company released fourth-quarter 2025 results. The target implies sizable upside from the stock's current price of $37 and sits within a broader analyst range of $48 to $72. Management discussion and analyst commentary highlighted accelerating…
Bernstein analyst Chad Dillard reiterated an Outperform rating on PACCAR with a $138 price target following the company’s 2026 analyst day at its Denton, Texas plant. The firm highlighted PACCAR’s strategic pivot toward its Parts business and increased manufacturing flexibility, while noting recent quarterly revenue outperformance and a modest EPS …
Evercore ISI reduced its price objective on Lyft to $21 from $30 while retaining an "In Line" rating after the ride-hailing company reported an in-line fourth quarter but provided first-quarter guidance below consensus. The new target is close to InvestingPro's Fair Value estimate and comes as a range of analyst price targets now spans $15.50 to $3…
Canaccord Genuity has reduced its price target for Lyft to $16 from $19 while maintaining a Hold rating, citing the growing robotaxi opportunity as a potential source of price deflation, limited total addressable market expansion, and downward pressure on take rates. Lyft’s recent financials show revenue growth and improving metrics, but several br…
Evercore ISI cut its price target for MNTN Inc to $27 from $33 but kept an Outperform rating, citing lower EV/EBITDA multiples across small- and mid-cap internet peers. The adjustment follows a quarter in which MNTN posted accelerating organic revenue growth, expanding adjusted EBITDA margins, and guidance that topped consensus at the midpoint.
Pivotal Research downgraded Spotify (SPOT) from Buy to Hold and reduced its price target to $420 from $875. The firm cut user and revenue assumptions and lowered the terminal EBITDA multiple in its discounted cash flow model, signaling concerns that could weigh on the stock through at least 2026 despite Spotify's market share and recent user growth…
Barclays initiated coverage of McGrath RentCorp (NASDAQ: MGRC) with an Overweight rating and set a $140 price target, which InvestingPro data indicates is roughly 25% above the stock's $116.78 level. The bank highlighted the company's conservative execution, modest leverage and renewed focus on standalone growth following the 2024 termination of it…
Goldman Sachs has kept a Sell rating on BlackLine (NASDAQ:BL) with a $44.00 price objective, pointing to doubts about the company’s ability to sustain its recent growth trajectory. BlackLine shares are trading near their 52-week low after a year of significant decline, while the company reported mixed results with some revenue beats and improving r…
Goldman Sachs reiterated a Neutral rating and a $125 price target on Gilead Sciences after the company's fourth-quarter results. Gilead reported non-GAAP EPS of $1.86 and revenue of $7.93 billion, driven by HIV and oncology sales, and issued initial fiscal 2026 guidance calling for HIV growth and a decline in cell therapy.
Goldman Sachs trimmed its price objective on Lyft to $25 from $26 while retaining a Buy rating after the company reported Q4 2025 results. Lyft delivered record Active Riders and Gross Bookings, reiterated expectations for Gross Bookings acceleration in 2026, and highlighted strategic moves including the FREENOW acquisition and an AV partnership ap…
Goldman Sachs increased its price target on Duke Energy to $142 from $141 while retaining a Buy recommendation. The firm highlighted a sizable expansion in Duke’s capital plan and stronger rate-base growth expectations through 2030, and projects average earnings growth of roughly 8% through that period. Recent quarterly results modestly beat foreca…
TD Cowen trimmed its price target for Lyft to $30 from $32 while keeping a Buy rating after the ride-hailing company's fourth-quarter report showed solid bookings and EBITDA but weaker-than-expected rides growth. The results and commentary prompted several other brokerages to reduce their targets amid concerns about ride volume and competitive pres…
