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
Stephens raised its 12-month price target on AutoNation Inc. to $232 from $228 while maintaining an Equal Weight rating. The move follows AutoNation's fourth-quarter 2025 results, which showed an EPS beat alongside a revenue miss, ongoing share repurchases and pressure on EBITDA and margins. Valuation indicators and near-term comparative headwinds …
Morgan Stanley has moved PTT Exploration & Production PCL. (PTTEP) from Underweight to Overweight and raised its price target to THB156 from THB76. The bank projects a step-up in production, reserve growth and materially stronger free cash flow potential, underpinned by a net cash position and high dividend yield.
Needham raised its price objective on Gilead Sciences to $170 from $140 and maintained a Buy rating after the biotechnology company reported fourth-quarter 2025 results that beat estimates. Strength in the HIV franchise, led by Biktarvy and Descovy, and solid growth in the HIV PrEP market supported the outlook. Gilead issued initial 2026 product sa…
Needham reduced its price target on Robinhood Markets to $100 from $135 while retaining a Buy rating. The firm pointed to weakening cryptocurrency volumes and take rates in 2026 and a pullback in options and equity activity as the drivers of the cut, even as Robinhood reported strong fourth-quarter results and record EPS. Needham highlighted the st…
IndeRes upgraded Spotify (SPOT) from Accumulate to Buy and nudged its 12-month price target to $595 from $590 after the streaming company delivered stronger-than-expected fourth-quarter results and optimistic first-quarter guidance. The firm cited superior profitability, user gains and management commentary on U.S. pricing as reasons for the upgrad…
Stephens raised its price objective for Peoples Financial Services Corp. (NASDAQ: PFIS) to $56.00 from $50.00 and left its rating at Equal Weight after reviewing the bank's fourth-quarter 2025 results. The firm pointed to a shortfall in pre-provision net revenue and higher expenses and charge-offs as drivers of an EPS miss, while noting a stronger-…
Morgan Stanley reduced its price target on Sea Ltd. (ticker SE) from $209 to $173 while leaving an Overweight rating intact. The revised target remains well above the stock's recent price of $113.33. The bank expects the company to channel investments into operations to increase scale and competitiveness as e-commerce evolves with artificial intell…
Morgan Stanley upgraded Computershare from Underweight to Equalweight and increased its price target to AUD32.40 from AUD32.10. The broker cited the firm’s commitment to complete current restructuring programs by the end of fiscal 2027 and anticipates improved revenue conditions if capital markets recover in calendar 2026. Key financial metrics hig…
BMO Capital lowered its 12-month price target on Datadog to $165 from $170 while retaining an Outperform rating, citing valuation compression rather than company-specific weaknesses. The move follows Datadog's fiscal 2026 revenue guidance and recent fourth-quarter 2025 results that beat estimates, and comes amid mixed repositioning of targets from …
Goldman Sachs upgraded Kingsoft Cloud (NASDAQ: KC) from Neutral to Buy and set a $15.60 price target, pointing to Xiaomi's planned increase in AI spending and a likely renewal of related-party agreements as key drivers. The investment bank models stronger revenue growth and higher capital expenditure while noting the company remains unprofitable ov…
Stifel has begun coverage of BridgeBio Oncology Therapeutics, Inc (NASDAQ: BBOT) with a Buy rating and a $23.00 price target. The firm's analyst, Laura Prendergast, highlighted the company's focus on RAS and PI3Kα oncogenic drivers using distinct mechanisms intended to address safety and resistance limitations seen in earlier drugs. Stifel pointed …
RBC Capital raised its price objective on UDR, Inc. to $39.00 from $38.00 while maintaining a Sector Perform rating, citing a stronger-than-expected rental spread outlook for the first quarter of 2026 and an atypical earnings update relative to apartment peers. The firm highlighted UDR's asset dispositions and share repurchase activity amid market …
Morgan Stanley raised its price target on Aramark Holdings to $45 from $44 while keeping an Equalweight rating, noting organic revenue growth that outpaced estimates and strong retention and new business wins. The firm highlighted strength in International and FSS US Business & Industry segments, and recent fiscal Q1 2026 results topped expectation…
Evercore ISI cut its price target on MetLife to $95 from $97 following the insurer's fourth-quarter 2025 results and 2026 outlook, but left its "In Line" rating and 2026-2027 EPS forecasts unchanged. The modest 2% target reduction reflects an accounting change tied to real estate and does not alter Evercore's view of free cash flow materially, acco…
Keefe, Bruyette & Woods raised its price target on Allstate to $260 from $254 and maintained an Outperform rating after the insurer reported fourth-quarter results. The firm cited improving loss and expense metrics, accelerating personal auto policies-in-force growth, and aggressive share repurchases as drivers of earnings and multiple expansion. K…
Monness, Crespi, Hardt has left its rating on Spotify (SPOT) at Neutral following the company's fourth-quarter 2025 results, which exceeded expectations. The firm lowered its 2026 revenue projection while increasing its earnings-per-share estimate, even as shares have come under pressure this year despite a strong 2025 performance. Spotify reported…
Evercore ISI trimmed its price objective on Spotify to $700 from $750 while keeping an Outperform rating after the streaming company posted fourth-quarter results that beat expectations on revenue, margins and user additions. The stock still trades well below Evercore's target, and multiple brokerages maintained bullish stances even as they adjuste…
Morgan Stanley downgraded Saia Inc. (SAIA) from Equalweight to Underweight and set a $250 price target, citing a stretched valuation despite a mixed fourth-quarter report. The firm highlighted that earnings estimates have fallen sharply over the last year while the share price has climbed, leaving a risk-reward profile skewed to the downside accord…
Stifel reduced its price objective on Blackbaud to $50 from $70 while keeping a Hold rating, pointing to multiple compression across the software sector as the motive. The company delivered a stronger-than-expected fourth quarter of 2025 and has set mid-term targets through 2030, while management continues aggressive share repurchases and prepares …
TD Cowen raised its price target for Datadog to $215 from $200 and kept a Buy rating after the cloud monitoring company reported accelerating revenue and strong large-deal activity. Datadog’s fourth-quarter results and management guidance underpinned the move, though valuation measures and guidance nuance present points of caution for investors.
Canaccord Genuity reduced its price target on Spotify to $750 from $850 while keeping a Buy recommendation following the company's Q4 results and Q1 outlook. The streaming platform reported record user additions and accelerating revenue growth, but guidance for revenue was modestly below consensus amid intensifying foreign exchange headwinds. Manag…
TD Cowen reiterated a Hold rating and $285 price target on Wingstop (WING), labeling the fast-casual chicken chain a "battleground stock." With shares trading around $265.75, the target implies roughly 7% upside. Investors remain divided between near-term sales concerns and a longer-term recovery driven by unit growth and operational strengths, whi…
Stifel has lowered its price objective for Saia Inc. to $364 from $371 and kept a Hold rating after the company's fourth-quarter 2025 results. The quarter included an EPS miss driven in part by a $4.7 million adverse prior-period accident claims development, while revenue topped expectations. Stifel highlighted softer demand signals in December but…
Morgan Stanley reduced its price target on monday.com Ltd. (MNDY) to $115 from $200 on February 10, 2026, while retaining an Overweight rating. The new target aligns with InvestingPro's Fair Value estimate and reflects a significant 42.5% cut from the previous valuation even as the firm highlights growth drivers and the potential for positive estim…
Raymond James trimmed its price objective for Spotify to $620 from $730 but retained an Outperform rating. The adjustment follows fourth-quarter 2025 results the firm called largely in line with expectations and first-quarter 2026 guidance that outpaced forecasts, particularly on gross-margin metrics. The brokerage highlighted Spotify's AI-enabled …
