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
Rosenblatt has reaffirmed its Buy rating and a $185.00 price objective on Datadog (DDOG) after the company reported better-than-expected fourth-quarter results. Revenue growth, margin performance, customer additions and significant bookings led the firm to hold its target while making only modest adjustments to near-term estimates.
BofA Securities increased its price target on Marriott International to $395 from $350 and kept a Buy rating, reflecting an expected boost from credit-card partnership renegotiations and a perceived reduction in fee-stream volatility. The company reported fourth-quarter adjusted EBITDA of $1,402 million, RevPAR growth of 1.9% and a 35% jump in cred…
BTIG raised its price target on Nektar Therapeutics to $151 from $118 while maintaining a Buy rating, identifying the company as a top pick for the first half of 2026. The upgrade follows an updated market model for REZPEG in atopic dermatitis that assumes first-line use in advanced-treatment eligible patients, and it leans on encouraging 52-week R…
Stifel raised its price objective for Marriott International to $333 from $279 and left a Hold recommendation intact after the hotel operator reported fourth-quarter adjusted EBITDA that exceeded expectations. Despite the EBITDA beat and a revenue surprise, adjusted EPS missed analyst forecasts and the stock is trading above Stifel's new target, pr…
Trane Technologies is moving to acquire LiquidStack, a specialist in liquid cooling for data centers, after taking a minority stake in 2023. The deal adds direct-to-chip, immersion and high-density liquid cooling solutions to Trane's product mix, complementing prior moves into energy and digital services. Oppenheimer welcomed the acquisition, citin…
UBS kept its Buy rating and $475 price target on Broadcom, forecasting a steep ramp in TPU shipments and AI-related revenue that drives aggressive multi-year top-line and EPS projections. The call sits alongside bullish moves from other brokers and follows product announcements and a patent dispute that has prompted legal action in Europe.
UBS raised its price target on Corpay to $380 from $315 while retaining a Neutral rating. The upgrade reflects Corpay’s formal 2026 guidance for 10% organic revenue growth, a projected 22% adjusted EPS increase at the midpoint, recent fourth-quarter results that beat estimates, and expected accretion from recent acquisitions.
UBS reiterated a Buy rating and $164 price target for Live Nation Entertainment (LYV), pointing to robust momentum in Concerts and Sponsorship and expecting near-20% Concerts growth in 2026. The firm acknowledged a temporary pause in Ticketing adjusted operating income growth due to proactive measures, while total AOI remained in the double digits.…
UBS has reaffirmed its Buy rating on Nvidia with a $235 price target, pointing to robust Taiwan export metrics for Automatic Data Processing equipment as supportive evidence for Nvidia's upcoming results. The bank highlights a sustained high export run rate since October and notes semiconductor industry data running above seasonal norms. Several co…
UBS lowered its price target on Flutter Entertainment to $300 from $320 but maintained a Buy rating, citing weaker-than-expected US online sports betting data that suggest a marked slowdown in underlying growth. UBS cut its 2026-27 forecasts to slightly below consensus, while noting Flutter still holds top market share in most regulated markets and…
UBS reduced its price target for Waters Corporation (NYSE: WAT) to $370 from $395 on Tuesday while retaining a Neutral rating. The bank attributed the cut to group multiple contraction and flagged stronger-than-expected deterioration in the recently acquired Becton Dickinson life sciences business. Waters reported fourth-quarter 2025 results that m…
UBS reaffirmed a Buy rating and set a $217 price objective on Vertiv Holdings Co. (VRT) ahead of the company’s February 11 earnings release. The firm points to technology-sector capital expenditure disclosures and strong order signals, which—if they convert to revenue on the historical one-year lag—could push 2027 revenue materially above consensus…
Stifel has reaffirmed a Buy rating and a $290.00 price target on Wingstop (NASDAQ: WING), pointing to a longer-term structural transition that could broaden the brand’s appeal. The firm acknowledged recent negative investor sentiment tied to disappointing same-store sales, but highlighted strong revenue growth and a largely franchised model as reas…
Stifel reduced its price target on ZoomInfo Technologies (NASDAQ:GTM) to $12.00 from $14.00 while keeping a Buy rating, following an earnings report that combined solid year-end trends with conservative guidance. The firm highlighted progress in the companys upmarket strategy and healthy cash flow metrics, even as the stock traded well below the n…
Stifel reiterated a Hold rating and a $60 price target on ON Semiconductor after the company's Q4 2025 results, noting a small guidance miss for Q1 2026. Revenue trends show modest sequential declines and year-over-year contraction, while management points to completion of automotive inventory digestion and significant AI data center revenue. Analy…
Jefferies is framing Nike's ACG (All Conditions Gear) relaunch as a distinct outdoor performance franchise, highlighting new product introductions and retail initiatives. The move comes amid a recent revenue decline for Nike and follows company-level shifts including leadership changes, a Converse restructuring and a U.S. probe into alleged workpla…
Benchmark has reaffirmed a Buy rating and a $35.00 price target on MarineMax (NYSE: HZO) amid an all-cash acquisition proposal from The Donerail Group. Donerail, which holds roughly 4% of the stock, has urged shareholders to oppose the CEO's re-election and is pressing for a sale at $35 per share. The offer, which MarineMax confirms it is reviewing…
Freedom Capital Markets raised Stellantis NV (NYSE:STLA) from Hold to Buy even as it cut its price target to $9.00 from $11.30. The firm cited sequential automotive delivery growth in the second half of 2025 and noted Stellantis has signaled the need to adjust its EV strategy amid weaker-than-expected demand. The upgrade comes against a backdrop of…
Oppenheimer has reiterated an Outperform rating on Mobileye N.V. (MBLY) after the company won a Tier 1 role with Mahindra to supply Super Vision and Surround ADAS solutions. The stock trades at $9.66 and is flagged as undervalued by InvestingPro models, even after a drop of more than 33% over the past six months. While Mobileye expects minimal reve…
Benchmark increased its price target for General Motors to $90 from $65 and retained a Buy rating, pointing to better-than-expected operational execution in 2025. The firm cited disciplined pricing, tariff mitigation, a slower, more rational EV rollout, rebuilding North American margins and robust automotive free cash flow as drivers of the higher …
Benchmark has reaffirmed a Buy rating and a $10.00 price target on Grupo Televisa SA (NYSE:TV) ahead of the company’s fourth-quarter 2025 results, forecasting largely in-line to slightly down near-flat quarterly results but signaling clearer visibility for stronger 2026 performance. The stock trades at $3.26 and appears undervalued on InvestingPro'…
Texas Capital Securities has reaffirmed a Buy rating and a $390.00 price target on Texas Pacific Land Trust (NYSE: TPL) amid reports that Bolt Data and Energy is in discussions with Alphabet's Google on a major West Texas data center. The talks and a new strategic agreement with Bolt reinforce revenue and development pathways for TPL, though Invest…
Benchmark cut its price target for Shopify (NASDAQ: SHOP) to $145.00 from $195.00, attributing the reduction to a higher weighted average cost of capital used in its discounted cash flow model. The research house retained a Buy recommendation. Analysts point to solid Black Friday/Cyber Monday gross merchandise volume and operational leverage from A…
Benchmark reduced its 12-month price target for Instacart to $53.00 from $60.00 while retaining a Buy recommendation ahead of the company’s fourth-quarter earnings release scheduled for February 12. The research note adopts deliberately cautious assumptions for 2026 revenue and margin improvement, even as some industry metrics and recent commercial…
Brean Capital has resumed coverage of Glacier Bancorp (GBCI) with a Hold rating and a $55.00 price target following its acquisition of Janney Montgomery Scott’s Banking and Insurance capital markets teams on January 30. Brean’s financial model projects EPS of $0.69 in Q1 2026, $3.29 for full-year 2026 and $3.74 in 2027. The bank recently reported Q…
