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
Piper Sandler has maintained an Overweight rating and a $165 price target on Apollo Global Management following the fund manager's fourth quarter 2025 earnings. The firm highlighted resilient distribution and EPS momentum, reiterated confidence in Apollo's integrated asset-liability origination model and noted the company’s reaffirmed growth target…
KeyBanc increased its price target for Curbline Properties Corp (NYSE: CURB) to $28.00 from $27.00 while keeping an Overweight rating, citing quarterly results that beat expectations, solid portfolio fundamentals and a balance sheet with more cash than debt. The raise reflects modest upside from current trading levels and comes amid divergent views…
KeyBanc raised its 12-month price target on EastGroup Properties (EGP) to $205 from $200 and maintained an Overweight rating after the REIT delivered stronger fourth-quarter results and signs of improving leasing activity across its shallow-bay, Sunbelt-focused portfolio. The firm pointed to improved fundamentals versus the prior quarter, a healthy…
KeyBanc Capital Markets raised its price objective for Ventas (NYSE:VTR) to $90 from $85 and retained an Overweight rating following the REIT's fourth-quarter results and preliminary guidance for 2026. The firm highlighted roughly 8% in-place rent increases in early 2026, roughly 100 basis points stronger than a year earlier, and signaled expectati…
KeyBanc has increased its 12-month price target for Regal Rexnord Corp to $255 from $200 and maintained an Overweight rating, citing the company's recent quarterly results and valuation update. The raise equates to a 27.5% upside relative to the prior target and follows a fourth-quarter 2025 earnings beat where adjusted EPS and revenue topped forec…
Bernstein SocGen Group reiterated a Market Perform rating on PayPal with a $45.00 price target, noting specific weakness in the company’s branded checkout business and pressure on pricing power. The firm also observed that the current valuation appears to incorporate structural challenges, and that a lower share price would make a break-up or spin …
KeyBanc Capital Markets trimmed its price objective on monday.com Ltd. to $140 from $220 while retaining an Overweight rating. The move follows a material downward revision of the company's growth outlook for 2026 and the abandonment of a previously stated 2027 revenue target. Shares are trading near recent lows after a sharp weekly decline, even a…
Bernstein has reaffirmed its Outperform rating on Vertex Pharmaceuticals and held a $572 price target ahead of the company's upcoming quarterly results, projecting roughly 21% upside from the current share price. The firm trimmed its revenue model modestly for late 2025 but left earnings per share estimates unchanged. Multiple other brokerages have…
FedEx is joining a consortium led by Advent to take Polish parcel locker and European home-delivery provider InPost private in a deal valuing the company at €7.8 billion. Bernstein has reiterated an Outperform rating on FedEx with a $427 price target after the announcement. The consortium will use significant leverage and leaves several execution a…
DA Davidson reduced its 12-month price target on ZoomInfo Technologies (GTM) to $7.00 from $13.00 while retaining a Neutral rating. The revision follows ZoomInfo's 2026 revenue guidance, which bracketed consensus, and comes after the company reported stronger-than-expected fourth-quarter 2025 results. Shares fell about 6% in after-hours trading aft…
Morgan Stanley left its Equalweight rating and $415 price target on Tesla (TSLA) after the electric automaker signaled plans to add 100 GW of solar manufacturing capacity. The firm sees the move as consistent with CEO Elon Musk's broader energy ambitions and estimates a potential $20-$50 billion equity value uplift to Tesla's Energy business at ful…
Needham raised its price target for ON Semiconductor to $72 from $68 and retained a Buy rating following an earnings beat and stronger-than-expected next-quarter EPS guidance. The firm cites expected gross margin expansion tied to the company's 'Fab right' strategy, improving factory utilization, and a growing gallium nitride (GaN) product pipeline…
Oppenheimer upgraded Unity Software (NYSE: U) from Perform to Outperform and set a $38 price target, arguing that AI-related fears are misplaced and that improving fundamentals — including re-acceleration in the Grow segment and disciplined cost control — are not reflected in the stock price. The move comes amid sharp YTD declines in Unity shares a…
Evercore ISI lowered its price target for Sprouts Farmers Market (SFM) to $83 from $130 and placed the stock on its Underperform TAP List with a near-term fair value of roughly $60, suggesting an 8-12% downside into the company’s fourth-quarter earnings on February 19. The firm pointed to a choppy consumer backdrop and difficult early-year comparis…
Evercore ISI lowered its price target for Energizer to $28 from $30 while keeping an Outperform rating, highlighting the battery maker’s uneven quarterly demand driven by weather and holiday seasonality. The firm notes private label gains have mainly affected Duracell, not Energizer, and points to inventory tightening that produced an 8% North Amer…
Canaccord Genuity reduced its 12-month price target for Pagaya Technologies to $32 from $39 while keeping a Buy rating. The company reported modestly lower sequential network volume but year-over-year growth, strong liquidity and improving profitability metrics. Quarterly EPS beat expectations but revenue missed forecasts, and other analysts trimme…
Guggenheim increased its price target on Praxis Precision Medicines to $800 from $760 and kept a Buy rating, pointing to a large, underpenetrated market for ulixacaltamide in essential tremor. The firm models about $6 billion in U.S. peak sales for the drug, while other analysts have raised price targets sharply. Shares trade notably above a Fair V…
H.C. Wainwright has reaffirmed a Buy rating and a $12.00 price target on Knightscope Inc (NASDAQ:KSCP), highlighting potential acquisitions as a central component of the company’s near-term growth plan. The firm points to the company’s decision to retain a buy-side investment bank and believes a transaction could occur as early as this year. Knight…
H.C. Wainwright has reiterated a Buy rating on Opko Health with a $3.00 price target, citing progress in the company’s biologics collaborations. The target implies nearly 146% upside from the stated $1.22 market price and aligns with a consensus Buy rating that lists targets from $1.60 to $8.50. Recent partnership developments with Entera Bio and u…
Canaccord Genuity raised its price target on Sally Beauty Holdings to $20 from $19 and kept a Buy rating following the company's fiscal 2026 first-quarter results. The upgrade follows modest sales growth, an EPS beat, stronger-than-expected adjusted EBIT margins, and a decision by management to broaden its store remodel program.
Needham has maintained a Hold rating on Chegg following the company’s fourth-quarter 2025 results, which outperformed lowered expectations. The research house noted a strategic pivot toward business-to-business growth in the Chegg Skilling unit while treating legacy Chegg Study mainly as a cash generator. Despite strong gross margins, Needham said …
Guggenheim has reaffirmed a Buy rating and a $312 price objective on Humana (HUM) in advance of the insurer’s fourth-quarter 2025 results. The research house flagged a potentially turbulent market response when earnings arrive, driven largely by uncertain Medicare Advantage enrollment trends and profit dynamics that could shape 2026 guidance. Despi…
Needham increased its price objective for Amkor Technology (AMKR) to $65.00 from $50.00 while retaining a Buy rating after the packaging and test services provider reported quarterly results that topped expectations and raised guidance. The firm highlighted the company’s record fiscal 2026 capital expenditure plan of $2.5 billion to $3 billion and …
Guggenheim reaffirmed its Buy rating and $65.00 price target on Tractor Supply Company after meetings with the retailer’s executive team in New York City. The target implies roughly 21% upside from the stock’s $53.78 quote, while other brokerages have cut targets following a disappointing fourth quarter and concerns about the rural economy and prom…
Needham has reaffirmed its Buy rating on Upwork Inc. (UPWK) and maintained a $25.00 price target following the company's fourth-quarter 2025 results. The target implies roughly 32% upside from a reference price of $18.89. Needham adjusted its near-term forecasts only modestly but now anticipates a sharper acceleration in Marketplace Gross Services …
