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
BTIG maintained a Buy rating and a $6.00 price target on Humacyte (NASDAQ: HUMA) after language in the FY2026 U.S. Department of Defense Appropriations Act directed the DoD to evaluate and incorporate biologic vascular repair technologies for traumatic vascular injuries. The Act's wording aligns with Humacyte's marketed human-derived product, Symve…
Workday announced the immediate return of co-founder Aneel Bhusri to the chief executive role, replacing Carl Eschenbach, who is stepping down after three years and vacating his board seat while taking on a strategic advisor role. The change comes as the stock has dropped roughly 40% year-over-year and is trading near its 52-week low. Analysts offe…
Raymond James has reaffirmed a Market Perform rating on Dynatrace Inc. (NYSE:DT) following the company’s fiscal third-quarter report. Analysts highlighted that Annual Recurring Revenue (ARR) beat expectations and gross margins remain robust, though concerns around net new logo growth and potential artificial intelligence-related pressure on spendin…
Evercore ISI has left Airbnb Inc. (ABNB) at an In Line rating with a $145 price target ahead of the company’s fourth-quarter earnings report on February 12. The firm expects a modest outperformance for Q4 based on industry data, third-party channel checks and model sensitivity work, and views Wall Street’s Q4 and near-term estimates as reasonable. …
Stifel reduced its price target for Workday (WDAY) to $175 from $235 and kept a Hold rating after the company announced an immediate CEO change. Co-founder Aneel Bhusri returns as chief executive, replacing Carl Eschenbach, who will move into a strategic advisor role. Shares have declined materially year-to-date and over the past year, trading at a…
TD Cowen raised its price target on Dynatrace Inc. (DT) to $60 from $55 while retaining a Buy rating following a quarter of robust net new annual recurring revenue and improved ARR guidance. The upgrade reflects sustained ARR expansion, stable net revenue retention, a new $1 billion share repurchase program and fiscal-quarter results that topped ea…
TD Cowen reduced its 12-month price target for Ralliant Corp. (NYSE: RAL) to $55 from $64 while maintaining a Buy rating. The new target implies roughly 35% upside from the stock's current level of $40.83. The cut follows what TD Cowen described as a tactical communication error around the company's recent results, a report that precipitated a roug…
Oppenheimer trimmed its price target for monday.com Ltd (NASDAQ:MNDY) to $130 from $200 while retaining an Outperform rating after the company's Q4 2025 results and guidance missed expectations. The firm flagged weaknesses in low-end customer acquisition, a sporadic shift to upmarket segments, muted net revenue retention growth and reduced predicta…
BofA Securities trimmed its price target on Sea Ltd. (NYSE: SE) to $150 from $182 while retaining a Buy rating, citing anticipated margin pressure in the company’s e-commerce business as it continues to invest across Southeast Asia, Taiwan and Brazil. The bank still expects stable revenue momentum across Sea’s segments, but projects narrower e-comm…
Kroger shares rose after Wolfe Research maintained an Outperform rating and $75 price target following the appointment of Greg Foran as CEO. Analysts highlighted Foran’s retail experience, including his time leading Walmart U.S. and Air New Zealand, as a constructive development for Kroger. Several firms adjusted or reiterated price targets while K…
Stifel increased its price target for Curbline Properties Corp (CURB) to $27.00 from $26.50 and kept a Buy rating, pointing to the company's diverse tenant roster and ample liquidity. The broker raised normalized FFO forecasts for 2026 and 2027 and highlighted recent equity sales under an ATM program that have strengthened cash on hand. Curbline re…
TD Cowen reduced its price target for The Simply Good Foods Group to $20 from $24 while keeping a Hold rating, citing weakening retail sales that turned negative over the most recent 12-week period and particular softness in January. The firm trimmed its fiscal 2026 sales and EBITDA estimates toward the low end of company guidance. Other analysts r…
Oppenheimer maintained an Outperform rating and a $270 price target on Workday following an unexpected leadership change that returned co-founder Aneel Bhusri to the chief executive position. The firm called the timing 'a critical point' for the company as it faces slowed growth versus peers, recent stock weakness, and a push to accelerate AI capab…
Freedom Capital Markets reduced its price target for Pfizer to $33.00 from $35.00 but left its Buy rating intact, citing near-term pressure from waning COVID-related sales and anticipated patent expirations. The firm lowered its 2026 revenue and EPS estimates even as Pfizer delivered better-than-expected fourth-quarter results and highlighted long-…
Kroger has named Greg Foran as its new chief executive officer effective immediately, prompting BMO Capital to reiterate a Market Perform rating and a $70.00 price target. The market responded favorably to the leadership change, pushing the shares higher after nearly a year-long search for a permanent CEO. BMO and other analysts weigh the appointme…
Truist Securities raised its price target on AGCO to $152 from $134 and retained a Buy rating following a quarter of stronger sales, margins and outsized operating cash flow. The farm-equipment maker beat consensus adjusted EPS for the fourth quarter, issued modest 2026 EPS growth guidance, and signaled continued capital returns including share rep…
Truist Securities raised its price target on RXO, Inc. to $20 from $18 and kept a Buy rating, pointing to a tightening trucking market driven by capacity exits tied to regulatory enforcement and to RXO’s operational improvements. The firm views current earnings headwinds as cyclical rather than structural and highlighted revenue growth, expanded AI…
BTIG has reiterated a Buy rating and a $24.00 price objective on Moonlake Immunotherapeutics (MLTX) as the company prepares to present Phase 2 data for sonelokimab (SLK) in axial spondylarthritis at its Investor Day on February 23, shortly before the company’s February 26 earnings release. The stock is trading at $15.38, implying about 56% upside t…
Wolfe Research has kept a Peerperform rating on Toast Inc. (TOST) while removing its prior price target and narrowing the firm’s long-range fair value range for year-end 2026. The research house cites a constructive near-term earnings setup into fourth-quarter results and reduced its 2026 fair value range to $31-$34, based on roughly 17-18 times Wo…
Freedom Capital Markets moved Eagle Financial Services (NASDAQ: EFSI) from Buy to Hold on Monday while boosting its price objective to $43 from $42. The broker cited a revenue outperformance driven by net interest income and margin expansion but pointed to lower-than-expected net profit caused by front-loaded operating expenses. InvestingPro analys…
Benchmark reduced its price target for Klaviyo Inc. to $30 from $46 while keeping a Buy rating ahead of the company’s upcoming quarterly results, pointing to AI agent disintermediation headlines and a more conservative multi-year baseline as drivers of the change. The research note preserved confidence in Klaviyo’s core business and the potential f…
Kyndryl Holdings Inc. was downgraded from Outperform to Perform by Oppenheimer after the company reported signs of operational strain that include lengthening sales cycles, reduced guidance for fiscal 2026 and executive departures. The firm remains profitable on a trailing-twelve-month basis, but recent quarterly results missed expectations and the…
UBS raised its price target on ConocoPhillips to $130 from $120 and kept a Buy rating, citing progress at the Willow project and the company's positioning to capture value in Venezuela. The upgrade comes despite a recent quarter in which earnings missed estimates, capital spending exceeded forecasts, and the company trimmed its 2026 production outl…
UBS kept a Buy rating on Plains All American (NASDAQ: PAA) and held a $25.00 price objective, pointing to planned capture efficiency measures, projected synergies from the Cactus III project and a sizeable distribution yield as key drivers. The company reported a fourth-quarter earnings and revenue shortfall, while reaffirming 2026 EBITDA guidance …
Truist Securities has reaffirmed its Buy rating and $110 price target on Workiva (WK), highlighting the company’s subscription revenue runway and market moats even as the stock has fallen 19% year-to-date and sits far below its 52-week high. InvestingPro metrics point to an oversold technical setup, while other analysts have updated coverage follow…
