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
KeyBanc Capital Markets has left its Sector Weight rating on Lyft following the company’s fourth-quarter report. The firm highlighted robust bookings and EBITDA performance but flagged investor concerns that rides growth is trailing bookings growth, with implications for Lyft’s market position and longer-term targets.
Keefe, Bruyette & Woods reduced its price target for Zillow Group to $60 from $65 while retaining a Market Perform rating. The change follows Zillow's 2026 guidance and reflects modest downward AEBITDA revisions driven by higher expenses, partially offset by stronger revenue projections. KBW raised its adjusted EPS and GAAP EPS forecasts due to a l…
Needham Capital has increased its price target for Lattice Semiconductor to $110 from $90 and kept a Buy rating after the company reported stronger-than-expected fourth-quarter 2025 results and gave higher guidance for early 2026. The research house raised its 2026 revenue growth projection to 32% year-over-year and pointed to durable demand in ser…
Oppenheimer lowered its price target for Freshworks Inc. (FRSH) from $18.00 to $15.00 while retaining an Outperform rating. The adjustment follows a quarter the firm called "good," with record gross margins and revenue and earnings beats, but it reflects a reassessment tied to lower peer group multiples and guidance that signals near-term margin pr…
Scotiabank reduced its price target on Datadog to $160 from $180 while keeping a Sector Outperform rating. The bank pointed to Datadog’s 2026 revenue guidance, a notable "8-figure deal" tied to Anthropic, and a fourth-quarter reacceleration among core customers as support for the company’s outlook, even as the stock has fallen about 32% over the pa…
TD Cowen lowered its price target on Klaviyo Inc. (KVYO) to $35 from $40 while keeping a Buy rating following the company’s fourth-quarter results and fiscal 2026 guidance. The quarter delivered 30% revenue growth and a one-point improvement in net revenue retention to 110%. Klaviyo also posted stronger-than-expected EPS and revenue versus consensu…
BMO Capital has reduced its 12-month price objective for S&P Global to $482 from $601 but left its rating at Outperform after the company reported fourth-quarter 2025 results. The bank cited a below-Street 2026 guidance driven by softer projections for Market Intelligence and Ratings revenue and slightly weaker margins. Investors also focused on ma…
Needham raised its price target for Advanced Energy Industries to $330 from $290 and kept a Buy rating following a robust fourth quarter that beat guidance and consensus on both revenue and earnings. The company reported revenue of $489 million and EPS of $1.94 for Q4, outpacing forecasts, and provided guidance that points to continued strength in …
H.C. Wainwright has reiterated a Buy rating and maintained a $12.00 price objective on Rezolve AI Ltd. (NASDAQ: RZLV) after the company's $230 million acquisition of Reward Loyalty UK Limited. The deal, funded from Rezolve’s cash on hand, adds about $90 million in annual revenue and supports the firm’s aggressive 2026 revenue goal of $350 million. …
Canaccord Genuity reduced its price target for Zillow Group (ZG) to $72 from $84 and kept a Hold rating after the real estate marketplace reported mixed quarterly results. Revenue topped expectations but profitability fell short, with higher-than-anticipated legal expenses projected to shave about 200 basis points off adjusted EBITDA margin in the …
Guggenheim reduced its price target on Spotify to $720 from $750 while retaining a Buy rating, attributing the change to a higher current cost of capital. The firm pointed to a solid fourth-quarter performance with outsized monthly active user growth and guidance that met or exceeded expectations. Multiple analysts adjusted targets after the quarte…
Guggenheim lowered its price target on Lyft to $22 from $26 but kept a Buy rating, citing a meaningful slowdown in ride growth that contrasted with accelerating gross bookings in the fourth quarter. Management highlighted strategic tradeoffs and expects pricing benefits from a shift toward luxury offerings and regulatory-driven volume gains later i…
Canaccord Genuity lowered its price objective for Datadog (DDOG) to $185 from $210 while retaining a Buy rating, citing a prudent growth outlook even as the company continues to accelerate revenue and expand AI-related customer wins. Datadog reported robust quarterly and annual growth, strong gross margins, and multiple product lines that exceed $1…
Jefferies upgraded Beta Technologies (BETA) from Hold to Buy and set a $30 price target after observing Beta’s pusher motors on display at an Eve Air Mobility investor event and noting progress on flight testing and certification activities tied to a multiyear contract. The stock trades near its 52-week low and some valuation metrics flag overvalua…
Jefferies has maintained a Buy rating on Hilton Worldwide (HLT) and set a $339 price target, calling the company’s recent report and guidance "modestly positive." The firm points to slight upside relative to consensus, an ongoing Net Unit Growth outlook for 2026, and strong fourth-quarter results that beat analyst expectations on both earnings and …
Morgan Stanley has reduced its 12-month price objective for BlackLine to $68 from $73 while keeping an Overweight rating and listing the financial software firm as a Top Pick. The broker highlighted several growth indicators - including cRPO, billings, ARR and net revenue retention - and BlackLine recently delivered modest upside to earnings and re…
H.C. Wainwright has reaffirmed a Buy rating and a $3.00 price target on Cango Inc. after the company sold roughly 60% of its bitcoin holdings for about $305 million, a move the company says will support its pivot to High-Performance Computing and shore up liquidity amid rapid cash burn and substantial related-party debt.
Rosenblatt Securities increased its price target for Lattice Semiconductor (LSCC) to $105 while maintaining a Buy rating, citing stronger-than-expected revenue driven by demand from data centers and physical AI applications and forecasting accelerated growth in Q1 2026. The firm highlighted expanding permanent uses for Lattice's FPGAs across severa…
H.C. Wainwright trimmed its price objective on Regenxbio Inc. to $32 from $34 while keeping a Buy rating after the company received a Complete Response Letter from the FDA for its RGX-121 gene therapy. The FDA raised concerns about study eligibility, the external natural history control and the surrogate endpoint, and outlined multiple potential pa…
MoffettNathanson increased its price target for Spotify to $514 from $487 while retaining a Neutral rating, pointing to expanding gross margins and management guidance for stronger first-quarter 2026 margins. The research note acknowledged earlier misgivings on margin pressure after Spotify reported modest premium gross profit margin improvement an…
Deutsche Bank raised its target for Ferrari to €460 from €450 and reaffirmed a Buy rating after assessing the luxury automaker's recent results. The bank highlighted a 6% outperformance in fourth-quarter metrics, a strong product mix and record revenue per unit, while noting market unease over full-year guidance. Ferrari's reported quarterly EPS an…
Stephens reduced its price target on Hormel Foods to $25 from $27 and kept an Equal Weight rating, citing anticipated Q1 headwinds from the lag between pricing actions and input cost movements. The new target is near the stock's trading level, while other brokers including Piper Sandler adjusted targets and management expects sequential improvement…
H.C. Wainwright trimmed its 12-month price target on Canaan Inc. (CAN) to $1.50 from $3.00 while retaining a Buy rating, citing difficult market conditions for bitcoin mining operators in 2026. The broker's revision arrives after Canaan reported its best revenue quarter in four years but provided weak guidance for the upcoming quarter and recorded …
Compass Point lowered its 12-month price target for Robinhood Markets (HOOD) to $127 from $170 while leaving its Buy rating intact. The research note pointed to a 9% fourth-quarter EBITDA shortfall driven by weaker securities lending revenue and lower take rates in crypto and options. The firm also highlighted Robinhood's guidance for 18% operating…
Stephens reduced its price target for Klaviyo Inc (NYSE:KVYO) to $31.00 from $43.00 but kept an Overweight rating, pointing to a valuation reset tied to a 5.0x EV/FY2 revenue multiple. The move comes amid solid fourth-quarter 2025 results, improving net revenue retention, higher FY2026 revenue growth guidance, and accelerating AI usage within custo…
