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
Wells Fargo reduced its price target for Lyft to $18 from $26 and kept an Equal Weight rating after Lyft missed its guided fourth-quarter ride volumes. The stock trades below the new target and below InvestingPro's Fair Value estimate. The downgrade follows weaker-than-guided global ride growth, divergent U.S. performance versus peers, and mixed ea…
Evercore ISI increased its price objective for Genuine Parts Company (GPC) to $175 from $155 and retained an Outperform rating ahead of the distributor's fourth-quarter earnings release. The firm models 2.5% organic growth and operating income ahead of consensus, and projects EPS of about $7.60 for calendar 2025 and $8.50 for 2026. The stock is tra…
Piper Sandler increased its price objective for BP to $44 from $43 and kept a Neutral rating, while the oil major paused its share repurchase program. The announcement pressured the stock, which traded around $36.97 and dropped about 6% after the buyback suspension. Piper Sandler raised near-term estimates even as BP disclosed mixed fourth-quarter …
William Blair has maintained its Outperform rating on Centrus Energy Corp. (NYSE: LEU) despite quarterly results that missed the firm's expectations and a flat 2026 guidance. The research house pointed to timing issues in legacy SWU agreements and mark-to-market uranium price effects as reasons for the shortfall, while highlighting Centrus’ strong …
Susquehanna has moved XPO from a Positive to a Neutral rating and set a $210 price target, while simultaneously boosting its 2026 and 2027 EPS forecasts. The firm cited stronger tonnage and operating leverage, particularly in XPO's LTL business, but believes upside is modest relative to the current valuation. Parallel analyst activity around Old Do…
Raymond James increased its price target on Devon Energy to $52 from $44 and kept an Outperform rating, citing the planned all-stock merger with Coterra and the combined company's scale. The deal, valued at roughly $58 billion, is expected to close around the end of the second quarter of 2024 and would give Devon shareholders about 54% of the pro f…
Melius Research downgraded BP from Hold to Sell and assigned a $31.00 price target, implying material downside from the stock's recent levels. The firm flagged BP's shift back toward oil and gas after underwhelming clean-energy ventures, leadership churn, and skepticism about the timing and durability of any operational turnaround. BP's most recent…
Susquehanna downgraded Saia Inc. from Positive to Neutral and set a $425 price target, citing valuation pressures even as the firm adjusted only its near-term earnings and raised the target multiple. The move follows Saia's mixed fourth-quarter 2025 results and comes amid differing analyst reactions from peers.
Jefferies maintained a Hold rating and a $225 price target on RTX Corp., aligning with the broader analyst consensus. The firm projects modest revenue expansion at Pratt & Whitney in 2026 and expects incremental margin gains driven by MRO capacity, automation and retrofit programs. Separate defense contracts and engine orders provide additional…
Piper Sandler lowered its price target for Lyft to $20 from $28 while holding an Overweight rating, citing weaker ride volume tied to late-quarter promotional activity. The firm still views the stock as undervalued relative to InvestingPro's Fair Value and highlighted management's guidance for bookings acceleration and EBITDA margin expansion into …
Baird lifted its price objective on Diodes (DIOD) from $60 to $80 while keeping an Outperform rating, pointing to a broader semiconductor cycle recovery and several company-level catalysts. The stock is trading at $61.70, roughly 1% below its 52-week peak, and the firm expects Diodes to remain profitable in fiscal 2025 with an EPS forecast of $1.17…
BTIG increased its price target on Walmart to $140 from $125 while keeping a Buy rating ahead of the retailer's fourth-quarter earnings release. The firm highlighted Walmart's omni-channel positioning and expanding e-commerce business as key drivers. BTIG projects fourth-quarter EPS of $0.72 and U.S. comparable-sales growth of 4.5% for the quarter …
Piper Sandler has affirmed its Overweight rating and $16.00 price target on Ford (NYSE:F) after the automaker's 2026 EBIT guidance matched market consensus. The firm highlights several execution levers that could lift results above guidance, even as Ford's latest quarterly report showed a revenue beat alongside an earnings per share shortfall.
Piper Sandler has reaffirmed an Overweight rating on Glacier Bancorp and maintained a $59.00 price target after meetings with the bank's leadership. The firm pointed to several earnings and balance-sheet tailwinds - including net interest margin expansion, organic loan and deposit growth, operating leverage and merger-and-acquisition potential - wh…
Barclays increased its price target for Coca-Cola to $83 from $77 and retained an Overweight rating, pointing to the company's stated aim of pursuing more balanced growth between price/mix and unit volumes. The firm said Coca-Cola has a straightforward set of levers to drive volume and indicated confidence in low-single-digit volume growth this yea…
Piper Sandler has reaffirmed an Overweight rating and a $30.00 price objective on Klaviyo Inc (KVYO) after the marketing automation company posted fourth-quarter 2025 results that beat expectations on several fronts. The stock, trading at $21.12, is judged undervalued by InvestingPro Fair Value metrics. Klaviyo reported stronger-than-expected reven…
Piper Sandler trimmed its price target on Robinhood Markets to $135 from $155 while retaining an Overweight rating after the company's fourth-quarter 2025 results missed revenue and adjusted EBITDA expectations. The stock fell about 9% in after-hours trading; other firms including Compass Point and Needham also adjusted targets despite continuing B…
KeyBanc Capital Markets trimmed its price target for Klaviyo Inc to $40 from $45 while retaining an Overweight rating, citing compressed market multiples despite the companys solid operational performance through 2025. Other brokers have also cut targets amid valuation resets even as Klaviyo posted fourth-quarter beats on both revenue and earnings…
Scotiabank lowered its price target for Rapid7 (RPD) to $9.00 from $18.00 while keeping a Sector Perform rating, citing a weaker-than-expected 2026 outlook despite acceptable fourth-quarter metrics and current profitability. The bank described 2026 as a transition year with projected declines in revenue and operating income, a stance echoed by seve…
KeyBanc upgraded its price objective on Lattice Semiconductor to $125 from $95 and kept an Overweight rating after Q4 2025 results and Q1 2026 guidance that the firm called slightly better than expected. Strength in the Communications and Computing segment, driven by server revenue and rising FPGA content, underpins the forecast; other brokerages a…
KeyBanc reduced its price target on Mid-America Apartment Communities (MAA) to $155 from $170 but maintained an Overweight rating, citing uncertainty about demand and the durability of a Sunbelt fundamentals recovery. The firm noted MAA projects the largest acceleration in blended lease-rate growth among apartment REITs providing initial guidance f…
KeyBanc Capital Markets raised its price target on Entegris Inc to $156 from $111 and retained an Overweight rating, interpreting the company’s fourth-quarter update as evidence that a material recovery in semiconductor materials demand is approaching. While first-half guidance implies only modest topline expansion, the firm expects acceleration to…
KeyBanc Capital Markets held its Sector Weight rating on Axalta Coating Systems, citing persistent weakness in the refinish segment and broader automotive caution. The firm noted Axalta's recent fourth-quarter shortfalls tied to refinish destocking and softer industrial coatings, even as the company trades below InvestingPro's fair value estimate. …
KeyBanc raised its price target on DuPont to $57 from $51 while retaining an Overweight rating, citing confidence in the company’s growth trajectory after portfolio reshaping. The firm pointed to consistent execution, initial 2026 guidance, early order growth, and an attractive valuation at 13.1 times estimated 2026 EBITDA as reasons for the change…
KeyBanc has maintained an Overweight rating and a $210.00 price objective on Welltower Inc. (WELL), citing guidance that modestly outpaced consensus and structural portfolio changes expected to drive same-store NOI. The healthcare REIT’s updated 2026 normalized FFO guidance sits slightly above street estimates at the midpoint, while recent quarterl…
