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.
3,516 total articles
Needham reduced its 12-month price objective for N-Able Inc. (NABL) to $8.00 from $10.00 while retaining a Buy rating. The move reflects broader multiple compression across the market even as the company reported ARR growth and set guidance that implies accelerating growth in the second half of calendar 2026. N-Able’s latest quarter showed revenue …
Needham cut its price objective for Axon Enterprise to $600 from $870 while retaining a Buy recommendation. The downgrade in target reflects valuation pressure after a 42% share decline over six months, but independent channel checks and recent contract wins point to continued bookings strength and ecosystem-driven upsell opportunities. Other broke…
Bernstein SocGen Group lifted its price target on Live Nation Entertainment (LYV) to $200 from $185 and kept an Outperform rating, pointing to nearly 50% visibility in the confirmed touring pipeline and management’s reiterated path to double-digit AOI growth independent of Ticketmaster. The firm trimmed its weighted average cost of capital and high…
Bernstein SocGen Group increased its price objective for Quanta Services to $515 from $471 while retaining a Market Perform rating. The company reported stronger-than-expected Q4 results, a growing backlog and multiple acquisitions that Bernstein said will boost sales, backlog and EPS, even as the stock trades materially above the analyst target an…
Needham has increased its price target on Harmonic Inc. shares and reaffirmed a Buy stance, citing stronger-than-expected performance in the company's Broadband unit, robust book-to-bill metrics and large customer transitions. The company is also proceeding with a sale of its Video business and participating in significant broadband upgrades for cu…
Cantor Fitzgerald reduced its price objective on Five9 to $26 from $32 while leaving an Overweight rating intact following the company's Q4 2025 results. Five9 beat revenue expectations, delivered stronger margins and produced free cash flow equal to 22% of revenue. The move reflects compressing software-sector multiples despite robust bookings and…
Cantor Fitzgerald trimmed its 12-month price target for Etsy to $51 from $55 while keeping a Neutral stance. The firm highlighted fourth-quarter results that saw gross merchandise sales roughly in line with expectations, EBITDA topping estimates by 4%, and trailing twelve-month gross profit margin at 72%. Management forecasts early-year GMS tailwin…
Scotiabank increased its 12-month price target for Freeport-McMoRan to $72 from $70 and kept a Sector Outperform rating after the company signed a memorandum of understanding with the Indonesian government to extend operating rights at the Grasberg minerals district. The agreement reduces Freeport-McMoRan's post-2041 ownership in the asset, boosts …
Scotiabank cut its price target on N-Able Inc. to $5.25 from $8.75 while keeping a Sector Perform rating, pointing to respectable but uninspiring top-line growth and only adequate profitability. Management's guidance for 2026 implies limited upside near term, with anticipated contributions from new products not expected until the second half of 202…
Scotiabank raised its price objective on Consolidated Edison (NYSE:ED) to $117 from $113 following a fourth-quarter 2025 earnings beat and guidance that topped expectations. The bank nudged 2026-and-beyond earnings estimates roughly 4% higher while maintaining a Sector Perform rating. The update comes alongside dividend increases and a wave of anal…
Canaccord Genuity raised its price target for DigitalOcean to $80 from $65 and kept a Buy rating, highlighting the revenue upside tied to 30 megawatts of additional capacity and management’s upcoming investor update. The stock has surged recently and other brokerages have also lifted ratings and targets as the company expands its AI-related offerin…
Stephens raised its price target on Texas Roadhouse to $180 from $168 while keeping an Equal Weight rating. The company reported fourth-quarter 2025 results that missed consensus on restaurant-level profitability amid persistent food cost inflation. Management cited improving guest trends late in the quarter and in January, while analysts trimmed n…
Compass Point reduced its price target for Coinbase Global Inc. (COIN) to $140 from $190 and maintained a Sell rating, pointing to weakening spot and derivatives volumes since the company reported fourth-quarter results. The new target implies roughly 16% downside from the current share price of $165.94. The brokerage flagged overly optimistic near…
Compass Point reduced its price target on Klarna (KLAR) to $30 from $45 while keeping a Buy rating, pointing to a fourth-quarter 2025 transaction margin shortfall, higher-than-expected funding costs and provision growth tied to CECL accounting. The firm expects shares to remain pressured for about two quarters but sees a path to recovery in the sec…
Wedbush has opened coverage on Burford Capital (NYSE: BUR) with an outperform rating and a $14.00 price target, calling the company the only pure-play litigation finance firm trading publicly and noting asymmetric return potential tied in part to the YPF dispute. Separately, BofA Securities has initiated coverage with a buy rating, placing a $14.55…
Raymond James upgraded Paymentus Holdings (PAY) from Outperform to Strong Buy while trimming its price target to $35 from $41. The firm added the company to its Analyst Current Favorites list, noting recent share-price weakness and potential upside to contribution profit and adjusted EBITDA. Freedom Capital Markets also initiated coverage with a Bu…
JPMorgan upgraded Group 1 Automotive Inc. (NYSE: GPI) to Overweight from Neutral and set a $370 price target, highlighting the dealer's above-peer core fundamentals and same-store organic profit growth. The firm expects portfolio pruning - including exits from certain U.K. Jaguar Land Rover stores - to help lower leverage and improve returns even a…
JPMorgan cut Lithia Motors (NYSE: LAD) to Neutral from Overweight, pointing to outsized growth in selling, general and administrative expenses that offset flat gross profit in the fourth quarter of 2024. The bank highlighted accounting restatements and prior-year one-time SG&A benefits that raise the company’s steady-state SG&A base, reduce visibil…
Canaccord Genuity commenced coverage of Beam Therapeutics Inc (NASDAQ:BEAM) with a Buy rating and a $74.00 price target, flagging the company as a late clinical-stage gene-editing developer with upcoming catalysts and the capital to support an initial product launch and a subsequent pivotal program. The firm pointed to Beam's execution over the las…
Benchmark upgraded Integer Holding (ITGR) to Buy from Hold and set a $95 price target after the company posted stronger-than-expected fourth-quarter 2025 results. Revenue and adjusted EPS exceeded estimates, Cardio & Vascular sales accelerated, and management reinforced 2026 guidance while executing buybacks and announcing an additional accelerated…
BofA Securities raised its rating on Tandem Diabetes Care to Neutral from Underperform and doubled its price target to $30, citing a shift into the pharmacy channel and a move toward a pay-as-you-go revenue model that could materially improve profitability. Baird separately upgraded the stock to Outperform and also set a $30 target, pointing to the…
Needham has reaffirmed a Buy rating and a $40.00 price target on Five9 following fourth-quarter results that showed reaccelerating subscription revenue growth, stronger AI-related bookings and an uptick in enterprise AI revenue. The quarter included leadership changes, a strategic cloud partnership expansion, and mixed responses from other brokerag…
Cantor Fitzgerald has begun coverage of Satellogic Inc. (SATL) with an overweight rating and a $7.00 12-month price target, signaling substantial upside from the current share price. The research note highlights the company's cost advantage and underutilized capacity, alongside recent contract renewals and capital raises that support near-term oper…
BofA Securities upgraded Neptune Insurance Holdings (NYSE: NP) to Neutral from Underperform and nudged its price target up to $23, citing the insurer's revised revenue guidance. The new target, derived from a discounted cash flow model, implies roughly 11% upside from the current trading level. Analysts and other banks have recently revised ratings…
Oppenheimer raised its price target on Deere & Company to $715 from $531 and maintained an Outperform rating, citing robust construction demand, a stabilizing agricultural backdrop, and a move from negative to positive earnings revisions. The stock jumped on the news as Deere reported a significant quarterly earnings and revenue beat.
