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
RBC Capital reduced its price target on Lyft to $22 from $27 while maintaining an Outperform rating after a difficult fourth quarter marked by weaker-than-expected ride volumes and competitive pressure from Uber. The firm’s new valuation rests on a more conservative EV/2027E EBITDA multiple reflecting slower rides growth and a steeper margin ramp t…
Evercore ISI raised its price target on Advance Auto Parts to $60 from $56 and kept an In Line rating ahead of the company’s fourth-quarter earnings release scheduled for this Friday before market open. The firm points to a late-quarter sales uplift and solid January trends that could produce modest upside to consensus, while noting leverage and ma…
Itau BBA has reiterated an Outperform rating and maintained a R$58.00 price target on Suzano after the company reported fourth-quarter 2025 results. Suzano delivered a stronger-than-expected quarter driven by its pulp business, with EBITDA exceeding analyst and consensus estimates, robust revenue growth and improved cash flow. The company also anno…
BofA Securities increased its price target on Gilead Sciences to $162 from $154 and kept a Buy rating after the company reported robust fourth-quarter product revenue, led by the HIV portfolio. Management signaled macro headwinds are largely behind it and guided for continued mid-single-digit growth in core franchises, while Needham also raised its…
RBC Capital raised its price objective on Coca-Cola to $87 from $78 while retaining an Outperform rating, a move that implies roughly 13% upside from the stock's current level near $76.81. The bank pointed to solid results and persistent portfolio momentum despite short-term mix and timing headwinds; other major brokerages also updated targets and …
Citizens has reiterated a Market Outperform rating and a $70.00 price target on BlackLine (BL), signaling substantial upside from the current share price of $44.33. Analysts' targets range from $48 to $73. The firm cites BlackLine's positioning to benefit from the transition to AI-driven accounting software, its enterprise-grade platform, and recen…
Morgan Stanley reduced its Spotify price target from $775.00 to $650.00 but kept an Overweight rating and reinstated the stock as a Top Pick. The note pointed to strong user additions, improving revenue trends and planned AI-enabled product rollouts, while also flagging operating margin pressures that led to higher 2026 expense assumptions. Other b…
Morgan Stanley trimmed its price target on Lyft to $17.00 from $22.50 while retaining an Equalweight rating, citing concerns about Lyft's growth momentum in the U.S. rideshare market relative to larger rival Uber. The bank lowered its 2027 Adjusted EBITDA estimate by 12% and pointed to decelerating ride volumes; recent mixed quarterly results and s…
Citizens has reiterated a Market Outperform rating and a $50.00 price target on Exelixis (NASDAQ:EXEL), pointing to promising clinical data for the cancer drug zanzalintinib, particularly in metastatic colorectal cancer. The firm highlighted a statistically significant overall survival benefit from the zanzalintinib plus atezolizumab combination an…
RBC Capital raised its price target on AECOM Technology to $142 from $139 while maintaining an Outperform rating, pointing to one of the largest upside potentials among peers given the stock's current trading level. The move follows AECOM's fiscal first quarter results that included revenue and earnings beats, year-over-year adjusted EBITDA improve…
Citizens reiterated a Market Perform rating for Datadog, highlighting strong expansion across infrastructure monitoring, APM and log management - each now above $1 billion in annual recurring revenue - and recent product velocity. The analyst noted a large recent share-price rise and a stretched P/E, while pointing to customer concentration and den…
Citizens cut its price target on Freshworks Inc. to $16 from $27 while keeping a Market Outperform rating after the company posted fourth-quarter results that exceeded analyst estimates on earnings, revenue and operating margin. Oppenheimer likewise reduced its target to $15 from $18 but retained an Outperform view, citing peer multiples despite ac…
Morgan Stanley reduced its price target for Fiserv to $64 from $81 and left an Equalweight rating in place after lowering the P/E multiple and trimming fiscal 2027 adjusted EPS. The bank highlighted CEO Mike Lyons' strategy shift toward higher investment, less reliance on short-term revenue levers and price increases, and a focus on recurring reven…
Morgan Stanley raised its price target for Micron Technology to $450 from $350 while keeping an Overweight rating, citing accelerating DDR5 spot prices, widening contract-price differentials and persistent DRAM supply shortages. The bank highlighted sizable year-to-date DDR5 spot gains and robust trailing revenue growth for Micron, and expectations…
RBC Capital raised its price target on DuPont to $161 from $150 while keeping an Outperform rating. The chemical maker has delivered strong recent price performance and reported Q4 2025 results that topped expectations. The RBC research note, however, appears to include details that pertain to another company, introducing an unusual caveat to the u…
RBC Capital on Wednesday raised its price target on Walmart to $140 from $126 while keeping an Outperform rating, positioning the target well above the retailer's current trading level. The updated valuation implies roughly a 42-times multiple of RBC’s 2027 adjusted EPS estimate and reflects confidence in market-share gains and alternative revenue …
Raymond James has reaffirmed a Strong Buy rating and a $582.00 price target on Ameriprise Financial, highlighting the stock's apparent discount to the analyst target and the firm's strong profitability metrics. The reiteration follows a roughly 6% one-day decline amid sector-wide weakness after a competitor introduced an AI-driven tax planning tool…
Citizens has maintained its Market Outperform rating on Hinge Health Inc (NYSE: HNGE) and kept a $65.00 price target, signaling a 97% upside from the stock's $33.05 level. The decision follows strong fourth-quarter 2025 results and initial 2026 guidance that analysts say point to improved efficiency versus some larger vertical software peers. Needh…
Citizens has reiterated its Market Outperform rating and $180 price target on Robinhood Markets following the company's fourth-quarter 2025 results. The call rests on expense discipline, expanding business contributions and a detailed roadmap, even as revenue missed expectations and other firms trimmed targets.
Citizens has maintained its Market Outperform rating and $23.00 price target on MNTN Inc (OTC:MNTN), pointing to the company’s competitive position in connected TV advertising and recent robust revenue growth. The target implies roughly 183% upside from the stock’s current trading level near its 52-week low. A strong fourth-quarter earnings beat an…
TD Cowen cut its rating on NuScale Power (SMR) from Buy to Hold, pointing to revised terms for the Doicesti small modular reactor project in Romania that would assign additional project risk to NuScale and push expected commercial operations into 2033/2034. The move comes as SMR shares have tumbled more than 56% over six months and ahead of a Febru…
Evercore ISI raised its price target on Saia to $435 from $367 while leaving its rating at "In Line" following mixed Q4 2025 results. Saia reported Q4 EPS below analyst and Street estimates even as revenue beat on slightly stronger volumes and yield; operating profit and operating ratio lagged expectations in part because of a rise in insurance exp…
Citizens Financial Research retained a Market Outperform rating on Spotify with a $800 price target following the company's fourth-quarter 2025 results. The firm pointed to Spotify's multi-vertical platform, 751 million monthly active users and proprietary listening datasets as structural advantages, and highlighted healthy balance-sheet metrics an…
Wells Fargo raised its price target on Williams Companies (WMB) to $80 from $71 and kept an Overweight rating, pointing to the company’s Analyst Day projections and a growing backlog of contracted and potential projects. Williams is trading near its 52-week high with a market capitalization of $84.07 billion, a P/E of 34.99 and a recent one-year to…
Needham has maintained its Buy rating and $59.00 price objective on Hinge Health Inc (HNGE) after the company closed fiscal 2025 with a stronger-than-expected fourth quarter and raised initial guidance for FY26. The price target implies about a 78% upside from the prevailing share price of $33.05. Needham highlighted robust revenue growth expectati…
