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
Brean Capital has opened coverage of ArcBest Corp (NASDAQ: ARCB) with a Buy rating and a price target of $97.50. The firm's initiation emphasizes ArcBest's superior return on assets and operating cash generation versus regional banking peers, but the stock is trading above the assigned target and shows overbought momentum indicators.
Brean Capital has initiated coverage of First Financial Bancorp (NASDAQ:FFBC) with a Neutral rating and a $33.00 price target. The firm’s analyst, John Rodis, set fiscal 2026 and 2027 EPS estimates of $3.10 and $3.30, respectively, and tied the $33 target to specific earnings and tangible book multiples. The company also reported record fourth-quar…
Brean Capital has started coverage of Equity Bancshares (EQBK) with a Neutral rating and a $52.00 price target. The firm’s valuation assumes 10.5 times its FY2026 EPS estimate and a premium to tangible book value. The initiation comes after Brean’s recent acquisition of Janney Montgomery Scott’s Banking and Insurance capital markets teams, and foll…
Brean Capital initiated coverage of First Financial Bankshares (NASDAQ:FFIN) with a Neutral rating and a $36 price target. The broker's model applies a premium multiple to the bank's tangible book and projects FY26 EPS of $1.95 and FY27 EPS of $2.07, slightly below consensus. First Financial is trading at $34.29 and is up 15.63% year-to-date, with …
Brean Capital has initiated coverage of BancFirst Corporation (NASDAQ: BANF) with a Hold rating and a $123 price target. The firm’s valuation is based on a 17.6x multiple of its FY26 EPS estimate and 250% of current tangible book value, reflecting a historical premium to peers. BancFirst currently trades near $119.61 with a market capitalization of…
Cantor Fitzgerald has kept a Neutral rating and a $60.00 price target on ON Semiconductor (ON) after the company posted mixed quarterly results and issued guidance that left analysts cautious. The stock is trading above that target and displays a high P/E ratio. Management highlighted improving trends in automotive, industrial and AI infrastructure…
Cantor Fitzgerald has reaffirmed a Neutral rating and a $37.00 price objective on Dynatrace Inc. (NYSE: DT), citing strong traction in large consolidation deals as enterprises centralize observability budgets. The stock trades just below that target, while the company reports robust gross margins, accelerating consumption growth, early achievement …
Cantor Fitzgerald reiterated a Neutral rating on Arch Capital (NASDAQ:ACGL) with a $97.00 price target following a quarter of strong underwriting results that were tempered by uneven growth across business lines. The firm said Bermuda-based insurers like Arch would likely be "relatively spared" from the market sell-off on February 9, but raised con…
DA Davidson trimmed its price objective for monday.com Ltd. to $100 from $150 on February 10, 2026, while keeping a Buy recommendation. The move follows an earnings report that beat expectations by less than usual amid uncertain small and medium-sized business (SMB) demand and guidance that fell short of consensus, including the removal of a fiscal…
Truist Securities has maintained a Hold rating on Incyte and left its price target at $103. The firm pointed to fiscal year 2026 net product revenue guidance that aligns with consensus and said near-term investor attention will be on pipeline readouts and commercial execution. The stock moved lower in pre-market trading after mixed fourth-quarter r…
Deutsche Bank raised its target on Micron Technology to $500 from $300 and kept a Buy rating, basing the new mark on a higher 2026 earnings estimate and what it describes as exceptional tightness in the memory market. The move follows strong revenue growth at Micron and a series of upgrades from other Wall Street firms, as analysts point to improvi…
DA Davidson reduced its 12-month price target for Dynatrace Inc. to $50 from $65 but retained a Buy rating after the company reported quarterly results that featured stronger-than-expected net new annual recurring revenue (ARR) and continued revenue acceleration. Dynatrace posted 18.2% year-over-year revenue growth and sustained an 81.75% gross pro…
DA Davidson has reaffirmed its Buy rating on PDF Solutions Inc. (NASDAQ:PDFS) and set a $36.00 price target ahead of the company's fourth-quarter 2025 earnings report. The firm cites a constructive setup, potential revenue upside from the ramp of the company's largest customer and broader e-Probe adoption, while noting 2026 estimates sit below PDF …
RBC Capital reiterated an Outperform rating and a $176.00 price target on Xylem (NYSE:XYL) following the company’s fourth-quarter 2025 results. The firm highlighted a modest operating beat, above-guidance organic sales growth and exceptionally strong free cash flow conversion, while noting mixed margin performance across segments and cautious guida…
DA Davidson increased its 12-month price target on Wabash National (NYSE: WNC) to $11.00 from $9.00 but left its rating at Neutral after the trailer manufacturer reported fourth-quarter 2025 results. The firm noted continued weakness in the freight market and uncertainty over whether fleet customers will resume purchases, even as a recent anti-dump…
DA Davidson increased its 12-month price target on Timken Co. to $108 from $86 while retaining a Neutral rating after the company's fourth-quarter 2025 report. The upgrade follows better-than-expected quarterly results and strong recent share performance, but the research firm signaled caution until management provides more detail on product initia…
DA Davidson reduced its price target on Alight Solutions (ALIT) to $5.00 from $6.00 while retaining a Buy rating, citing modestly disappointing 2025 results and an expectation of conservative 2026 guidance from new senior management. The stock trades near its 52-week low as Alight undergoes multiple leadership changes and a significant shareholder …
RBC Capital has reiterated an Outperform rating on Applied Materials with a $385 price target, citing the company’s advantaged position across memory, packaging and advanced logic segments. Trading at $326.74 and up roughly 81.79% over the past year from a 52-week low of $123.74, the stock is flagged by InvestingPro data as trading above its Fair V…
RBC Capital lowered its 12-month price objective for Upwork Inc. (NASDAQ: UPWK) to $20 from $24 and left its Sector Perform rating intact, citing increased execution risk tied to the company’s turnaround. The firm balanced those concerns against several constructive indicators from Upwork’s fourth-quarter results and ongoing operational improvement…
Jefferies has reaffirmed a Hold rating and left its $74.00 price target on Masco following quarterly results that included a plumbing sales beat and mixed margin and revenue outcomes. The company's shares traded at $76.16, and InvestingPro metrics flag valuation and leverage signals. Management reiterated guidance for modest plumbing sales growth a…
RBC Capital lowered its price objective on Becton Dickinson (BDX) to $172 from $210 while keeping a Sector Perform rating after the company posted fiscal Q1 2026 results that beat expectations. Although revenue and earnings outperformed forecasts and the company completed its Lifesciences separation, analysts highlighted the need for a sustained re…
Piper Sandler increased its price objective on ON Semiconductor to $75 from $65 and kept an Overweight rating, pointing to growth in the company's industrial business and AI data center exposure. The upgrade comes amid portfolio pruning that has trimmed revenue, while balance-sheet metrics remain healthy and several other firms have raised targets …
Piper Sandler trimmed its price target on ZoomInfo Technologies to $8 from $9 while retaining a Neutral rating, citing encouraging progress in the company's upmarket business but ongoing weakness in the downmarket segment. ZoomInfo reported strong gross margins and a Q4 beat on revenue and non-GAAP EPS, yet guidance and differing analyst views leav…
Piper Sandler lowered its price objective for Becton Dickinson (BDX) to $170 from $205 and kept a Neutral rating after the company reported fiscal first-quarter results that beat revenue and EPS expectations but showed flat organic growth and margin headwinds. Management reaffirmed guidance following a completed reverse Morris trust transaction, wh…
Piper Sandler bumped its price target on BCB Bancorp to $9.00 from $8.50 but left its rating at Neutral after the bank posted quarterly and full-year losses driven by significant real estate writedowns. Asset-quality indicators showed quarter-over-quarter improvement even as net charge-offs remained elevated and a cannabis-related property write-do…
