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
Goldman Sachs increased its price target on Plains All American (PAA) to $17.00 from $16.00 but kept a Sell rating following the company's fourth-quarter 2025 results. The firm's assessment described the quarter as mixed, with crude strength offset by softer NGL results. Management set 2026 EBITDA guidance of $2.675 billion to $2.825 billion, which…
Mizuho has lowered its price target on Prudential Financial (PRU) to $113.00 from $126.00 and kept a Neutral rating after the company announced a 90-day suspension of new sales in its Prudential of Japan unit related to employee misconduct. Management estimates the pause will reduce pretax earnings by $300-350 million and shave roughly $0.70 from E…
Stephens trimmed its price target on Pagaya Technologies to $25.00 from $33.00 but kept an Overweight rating after the company's fourth-quarter results. Although net income and EPS beat expectations and credit metrics showed no incremental write-downs, Pagaya reported weaker volumes and revenue, and its 2026 guidance fell short of market forecasts …
Rosenblatt raised its price objective on Arista Networks (NYSE:ANET) to $165 from $140 while retaining a Neutral rating ahead of the company's fourth-quarter earnings. The firm pointed to recent industry checks that uncovered several large contract wins with hyperscalers and cloud AI players, and highlighted Arista’s continued revenue strength and …
Stephens raised its price target for Simpson Manufacturing (SSD) to $200 from $187 while keeping an Equal Weight rating after the company reported fourth-quarter results that outperformed both Stephens’ and consensus estimates. The quarter was marked by higher North American pricing, favorable foreign exchange effects and an adjusted EBITDA margin …
Goldman Sachs raised its price target on Plains GP Holdings, L.P. (PAGP) to $17.00 from $16.00 while retaining a Sell rating following the company’s fourth-quarter 2025 results. The company reported a mixed quarter with weaker natural gas liquids (NGL) results offset by stronger crude oil performance. Management guided 2026 EBITDA to $2.675-2.825 b…
Goldman Sachs increased its 12-month price target for Roivant Sciences to $38 from $36 and maintained a Buy rating, pointing to a string of 2026 clinical catalysts and a notable opportunity for mosliciguat in PH-ILD. Despite a recent earnings miss, the company’s cash-rich balance sheet and pipeline progress have driven significant stock gains and a…
Needham increased its price target for Ichor Holdings to $48 from $36 and reiterated a Buy view, pointing to expected revenue growth, margin improvements and capacity shifts to higher-profitability regions. The upgrade follows a quarter the firm described as the trough of the current cycle and comes alongside company guidance that forecasts sequent…
Jefferies trimmed its price target on Becton Dickinson (BDX) to $190 from $220 while retaining a Buy rating, a move the firm said reflects considerations tied to the company’s planned separation. The adjustment comes after Becton Dickinson reported fiscal first-quarter results that beat consensus on revenue and adjusted EPS. RBC Capital left its Se…
Truist Securities raised its price objective on Collegium Pharmaceutical to $58 from $55 while keeping a Buy rating after recent conversations with company management. Analysts highlighted the growth outlook for Jornay PM, limited pushback on strategic plans, and a view that Collegium’s pain franchise is more durable than the market currently assum…
Truist Securities raised its price target on CG Oncology to $75 from $66 while keeping a Buy rating, reflecting an upgraded peak sales forecast for the company’s Creto candidate and an accelerated Phase 3 timeline for the PIVOT-006 trial. CG Oncology shares trade around $51.08 and face valuation questions even as the company advances clinical enrol…
Truist Securities raised its price objective on The Brink's Company to $163 from $138 and kept a Buy rating, pointing to expected free cash flow growth, a favorable mix shift toward higher-margin AMS/DRS operations, and ongoing capital return programs. The new target implies meaningful upside from current levels and rests on assumptions of mid-teen…
Barclays has resumed coverage of Waters Corp. (NYSE:WAT), assigning an Overweight rating and a $400 price target, implying roughly 22% upside from the stock's current level of $328.14. The bank highlighted potential upside from Waters' acquisition tied to Becton Dickinson, called the announced synergies conservative, and forecast mid-teens EPS grow…
Evercore ISI lowered its price target on Corebridge Financial to $37.00 from $38.00 but kept an Outperform rating, pointing to ongoing spread compression and the prospect of two Federal Reserve rate cuts in 2026. Corebridge reported quarterly results that beat estimates and provided clearer 2026 guidance, while management is accelerating share repu…
Jefferies raised its 12-month price target on Cousins Properties to $27 from $26 while retaining a Hold rating. The adjustment reflects leasing momentum - including 700,000 square feet signed in Q4 - that has supported double-digit revenue growth, but the stock still trades below the analyst high target and faces uncertainties around lease commence…
Jefferies raised its price objective on LPL Financial Holdings (NASDAQ:LPLA) to $464 from $440 and kept a Buy recommendation, pointing to progress on the Commonwealth transaction, a return to external advisor recruiting and platform-driven organic growth expected into 2026. Recent fourth-quarter 2025 results and a separate price-target boost from C…
Jefferies retained its Hold rating and $40.00 price target on PayPal (PYPL), after a close review of the company's transaction revenue disclosures. The firm’s product-level analysis shows mixed movements in take rates across branded checkout, Braintree and Venmo in Q4, while broader transaction take rates excluding hedges were pressured by shifts i…
William Blair opened coverage of MillerKnoll (MLKN) with an Outperform rating, pointing to durable growth in North American contract demand, international share-gain opportunities, retail expansion and expected margin recovery. The stock trades near $22.07 with a 20.73% year-to-date gain and is viewed as slightly undervalued by InvestingPro Fair Va…
Jefferies increased its price target on COPT Defense Properties (CDP) to $37 from $34 and kept a Buy rating, highlighting an expected $52 million per year in net operating income from developments coming online between 2026 and 2029. The move follows solid quarterly results and a similarly higher target from Cantor Fitzgerald after CDP beat revenue…
Jefferies increased its price target on ON Semiconductor to $73 from $65 while keeping a Buy recommendation. The new target implies roughly 12% upside from the stock's current price of $65.08, with the share price trading close to its 52-week high of $66.86. The firm pointed to growth in AI data-center demand, which accounts for about 7% of ON’s re…
Canaccord Genuity trimmed its price target on Hims & Hers to $30 from $68 while retaining a Buy rating after Novo Nordisk sued the telehealth firm over alleged patent infringement related to mass-marketed, unapproved semaglutide products. The move follows Hims’ brief announcement — and reversal — about offering a compounded oral semaglutide pill, a…
Canaccord Genuity reduced its target price on Upwork Inc. to $22.00 from $24.00 and kept a Buy rating after the company’s fourth-quarter results. The quarter delivered modest beats on GSV, revenue and adjusted EBITDA, strong AI-related growth and improved churn, but weaker active client trends and cautious first-quarter guidance tempered enthusiasm…
TD Cowen moved Wingstop (WING) from Buy to Hold and reduced its price target to $285 from $310, citing a projected 0.5% decline in same-store sales for 2026 and survey signals of intensifying pressure among the brand's core consumers. The firm said expected benefits from smart kitchens, loyalty initiatives and the 2026 World Cup are unlikely to off…
Citizens has reaffirmed a Market Outperform rating on Meta Platforms Inc. (NASDAQ: META) with a $900 price target, citing strong engagement momentum on Instagram. The firm points to double-digit year-over-year increases in time spent on the app despite comparatively modest monthly active user growth. Meta also reported stronger-than-expected fourth…
Citizens reiterated its Market Outperform rating and $300 price target on Reddit (RDDT) even as several engagement metrics showed declines. The firm highlighted a sixth straight month of year-over-year drops in global time spent and a continued fall in global monthly active users, while noting strength in website visits and recent strong quarterly …
