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
TD Cowen lowered its 12-month price target on Fiserv to $68 from $77 while maintaining a Hold rating, flagging execution risk and few near-term catalysts ahead of the company’s Investor Day in May. The firm described the fourth-quarter results as "no surprises" in the context of Fiserv’s organizational and strategic reset. Fiserv reported fourth-qu…
TD Cowen raised its price target on Coca-Cola to $85 from $80 and maintained a Buy rating following the company's fourth-quarter results. The firm pointed to strong margins and trailing diluted earnings per share but noted 2026 organic sales guidance of 4-5% may have disappointed investors. Multiple other brokerages also adjusted targets and rating…
TD Cowen raised its price objective for Advanced Energy Industries (AEIS) from $210 to $300 while retaining a Hold rating, citing robust semiconductor demand and product ramps. The stock is trading above the new target. AEIS reported better-than-expected fourth-quarter 2025 results, with revenue and earnings beating consensus and Needham subsequent…
BMO Capital reduced its 12-month price target on Harley-Davidson to $24 from $30 while maintaining an Outperform rating after the motorcycle maker issued initial 2026 guidance below expectations. The downgrade reflects several strategic reset actions - including channel right-sizing, a slower roll-out at Harley-Davidson Financial Services, and deal…
BMO Capital increased its price objective on Saia Inc. (NASDAQ:SAIA) to $415 from $350 while retaining a Market Perform rating, citing the carrier’s guidance that could enable operating ratio improvement after a difficult 2025. The upgrade in target occurs even though Saia’s fourth-quarter 2025 results missed EPS expectations but beat revenue estim…
BMO Capital has increased its price target on Gilead Sciences to $160 from $150 and retained an Outperform rating, highlighting the HIV business and Yeztugo prescription trends as key supports. The company reported Q4 2025 results that topped expectations, prompting peer firms to raise targets as well.
BMO Capital lowered its 12-month price target for Veralto Corp. (NYSE: VLTO) to $108.00 from $116.00 while keeping an Outperform rating. The revised target still implies notable upside from Veralto's current share price of $93.94, though InvestingPro data suggests the stock is slightly overvalued on a Fair Value basis. BMO pointed to uncertainty ar…
Goldman Sachs has launched coverage of Energy Fuels (UUUU) with a Buy rating and a $30.00 price objective, implying roughly 32% upside from prevailing levels. The firm cited the company’s leading U.S. uranium deposit, ownership of the White Mesa Mill - the only U.S. facility capable of processing both uranium and rare earths - and a pipeline of min…
Goldman Sachs raised its price target on Marriott International to $398 while keeping a Buy rating, citing the hotel operator's incorporation of a substantial credit-card fee increase into 2026 guidance that materially boosts cash-flow conversion. The stock is trading near its 52-week high after a sharp weekly gain; other brokers have also nudged t…
BMO Capital Markets raised its price target on Marriott International to $400 from $370 and kept an Outperform rating after management outlined a stronger 2026 outlook. The firm highlighted upside to EBITDA and EPS driven by better-than-expected net unit growth and a lift in credit-card-related fees. Recent quarterly results showed mixed signals - …
Morgan Stanley raised its price target for Teradyne to $306 from $288 and bumped fiscal-year revenue and EPS estimates for FY26 and FY27, driven by stronger-than-expected networking growth projections. The broker kept an Equalweight rating while acknowledging rising structural strength in test demand. Multiple other firms also updated targets and r…
BMO Capital Markets raised its price target for Entegris Inc. (ENTG) to $148 from $126 while keeping an Outperform rating after the supplier delivered stronger-than-expected fourth-quarter results and raised first-quarter guidance. The move reflects growing analyst confidence, expectations for operating leverage in 2026 tied to industry capex and n…
Needham reduced its price target on Klaviyo Inc to $30 from $45 while retaining a Buy rating following the company’s strong fourth-quarter performance. The firm pointed to outsized revenue versus recent ranges, record customer additions and healthy margin metrics. Multiple other brokerages adjusted price targets after the quarter, but analysts broa…
BTIG maintained its Buy rating and $141 price target on Duke Energy following the company's 2025 earnings release on February 10. Management met consensus EPS expectations, provided 2026 guidance, updated its capital plan and rate base growth, and announced additions to its generation portfolio and energy supply pipeline. Analysts and market metric…
BofA Securities reduced its price target on Moderna to $24 from $27 and kept an Underperform rating after the FDA issued a Refusal to File for the company’s seasonal influenza vaccine candidate, mRNA-1010. The bank flagged an unclear path forward for the flu program and pushed its breakeven estimate to 2030, while Moderna maintains its 2026 guidanc…
Barclays lowered its 12-month price target on Hinge Health Inc (HNGE) to $52 from $60 while retaining an Overweight rating. The firm cited stronger billings driven by higher engagement and expanded yield, alongside margin gains and ongoing investments into product rollouts. Hinge Health reported a solid Q4 beat and robust revenue growth; several ot…
Barclays cut its price target on Robinhood Markets to $124 from $159 but retained an Overweight rating following weaker-than-expected fourth-quarter results. Revenue pressures came from lower take rates in options and cryptocurrency trading and reduced securities lending, even as the company remained profitable and posted strong year-over-year reve…
BofA Securities reduced its price target for Spotify to $750 from $900 while retaining a Buy rating after the streaming company posted a quarter that beat revenue and gross profit estimates and reported robust user growth. The stock trades near $500 and shows a low PEG ratio, even as some firms tweak price targets higher or lower based on margin pr…
Barclays raised its price target for Marriott International to $356 from $320 after the hotel operator reported fourth-quarter 2025 results and disclosed an unexpected increase in the royalty rate it collects from its co-branded credit card program. The bank kept an Equalweight rating, noting the royalty-rate change should add roughly 3% to Marriot…
BMO Capital has maintained a Market Perform rating on Lyft with an unchanged $23 price target after the company released quarterly results that mixed healthy bookings and margin expansion with guidance that falls short on adjusted EBITDA. The shares trade well below the target, reflecting ongoing investor skepticism amid uneven ride volume growth a…
Citizens has maintained its Market Outperform rating and $40.00 price objective on Amentum Holdings Inc. (AMTM), pointing to the company's scale following a transformative merger, attractive valuation, and alignment with federal national security priorities. Amentum reported a Q1 2026 earnings beat and robust revenue, but the stock moved lower in p…
Baird raised its price objective on Terreno Realty Corp to $67 from $64 while keeping an Outperform rating, pointing to improving rental trends in the REIT's coastal markets and the company's underlevered balance sheet as drivers of further upside. The move follows a stretch in which Terreno has been the top-performing industrial REIT year-to-date …
RBC Capital reduced its price objective on Hinge Health Inc. (HNGE) to $50 from $60 but left its Outperform rating in place after the company posted results and guidance that beat expectations. The firm praised another quarter of revenue outperformance and margin expansion, noting a sizable runway for growth as the business scales. Other analysts r…
Citizens maintained its Market Outperform rating and $18.00 price target on CorMedix (CRMD) after the company’s Analyst Day, citing the prophylactic potential of REZZAYO and the drug’s treatment-stage safety and efficacy data. The stock is trading well below that target, indicating substantial upside in Citizens’ view. CorMedix also announced a $75…
Baird raised its price target for EastGroup Properties to $203 from $200 while keeping an Outperform rating, citing a strengthening demand environment for industrial real estate and healthy leasing dynamics. The REIT reported solid revenue growth over the last year and showed early signs of improved leasing in its development portfolio. KeyBanc als…
