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
RBC Capital has raised its price target on Flowserve Corp. to $96 from $83 and retained an Outperform rating after the company's fourth-quarter 2025 operational outperformance and upbeat guidance for 2026. The firm highlighted ambitious 2030 margin targets, a $490 million acquisition of Trillium, and solid growth across power/nuclear, energy and ge…
Bernstein SocGen Group trimmed its price target on HubSpot Inc to $448 from $602 while retaining an Outperform rating ahead of the company's Q4 2025 results. The move comes amid a sharp pullback in the stock over the past month and year, continued AI-related uncertainty across software vendors, and a recalibration of software sector multiples. Othe…
William Blair reaffirmed an Outperform rating on Northern Oil and Gas (NYSE: NOG), projecting stable fourth-quarter 2025 results and a 2026 production ramp tied to higher early-year capital spending. The company’s recent Ohio Utica Shale acquisition, larger hedging positions and a 7% dividend yield factor into analyst views even as several firms cu…
Truist Securities has reiterated its Buy rating on Vail Resorts (MTN) and kept a $234.00 price target after a meeting with the company’s chief financial officer in Vail, Colorado. The target implies roughly 69% upside from the stock’s current price of $137.99. Truist and other brokers weighed improving commercial tactics and pass-sale momentum agai…
RBC Capital has increased its 12-month price target for nVent Electric (NVT) to $138 from $136 while retaining an Outperform rating. The new target implies roughly a 19.7% upside from the current share price of $115.31. RBC points to robust datacenter-related demand, a large and growing backlog and accelerating organic revenue as the primary driver…
Wolfe Research upgraded Cushman & Wakefield (NYSE: CWK) from Peerperform to Outperform, assigning a $19.00 price target that implies roughly an 18% total return to year-end 2026. The firm cites what it views as an attractive valuation and growth profile, noting the stock's low PEG ratio and an apparent gap between historical pricing and forward exp…
BTIG has reaffirmed a Buy rating on Dynatrace Inc. (DT) and set a $67 price target, pointing to artificial intelligence as a catalyst for the company’s core Application Performance Monitoring business. The target implies roughly an 87% increase from the stock’s cited level, while recent analyst moves and the company’s upcoming quarterly report fram…
Truist Securities has kept a Buy rating on Uber Inc. with a $108 price target following Uber’s announced acquisition of Getir’s delivery portfolio in Türkiye. The move, together with an earlier purchase of Trendyol Go, is expected to lift gross bookings for Uber’s Delivery segment in Turkey over coming years and to contribute to growth beginning in…
Bernstein has reaffirmed an Outperform rating and a $95.00 price target on Zillow Group (ZG) following a favorable ruling tied to the company’s dispute with Compass. The decision, which allows Zillow to continue applying its listing rules, arrives just ahead of the company’s Feb. 10 earnings report and comes amid mixed analyst positioning and recen…
Truist Securities has kept a Buy rating and a $140 price target on Encompass Health Corp (EHC) after the company reported fourth-quarter results that beat several expectations. The target implies roughly 31% upside from the stock’s recent price, and the report highlights durable cash flow, expanding margins and constructive regulatory commentary as…
RBC Capital lowered its price target on Datadog to $150 from $175 but retained an Outperform rating. The move, taken ahead of the company's February earnings report and analyst day, reflects peer-multiple compression even as Datadog trades at a high P/E and posts strong gross margins. Other brokers have also adjusted targets amid mixed views on 202…
Piper Sandler has reaffirmed an Overweight rating and a $51.00 price target on Edgewise Therapeutics (NASDAQ:EWTX) ahead of pivotal clinical readouts scheduled in 2026. The broker highlighted the company’s EDG-7500 program for hypertrophic cardiomyopathy and a second-generation HFpEF asset, while analysts show a bullish consensus on the stock.
Truist Securities has affirmed a Hold rating and a $48.00 price target on Advance Auto Parts (AAP) ahead of the company’s impending quarterly report, while noting modest comparable-sales growth expectations and expressing low confidence in midterm operating margin projections. The stock has outperformed Truist’s target amid strong recent gains, and…
Piper Sandler has maintained its Overweight rating and $57.00 price target on Fifth Third Bancorp (FITB) after a series of meetings between the bank’s senior management and institutional investors. Management framed integration of the recently completed CMA transaction as the top priority, outlined constructive loan growth expectations and signaled…
KeyBanc reduced its price target on Robinhood Markets (HOOD) to $130 from $160 and reaffirmed an Overweight rating, attributing recent share underperformance to factor headwinds, weakness in cryptocurrencies, and growing concerns about estimates. The downgrade comes amid a broader mix of analyst updates that reflect divergent views on the stock's p…
Jefferies reaffirmed its Buy rating and maintained a $35.00 price target on Pagaya Technologies (NASDAQ: PGY) following the company’s fourth-quarter 2025 results. The price target falls within an analyst range of $27 to $54, while third-party data indicate the stock is trading well below its Fair Value. Pagaya reported an earnings beat on a per-sha…
DA Davidson reduced its price objective for Fastly Inc. (FSLY) to $9.00 from $11.50 while keeping a Neutral rating, citing a revision to operating profit projections for calendar year 2026 that better reflect management’s communicated incremental operating margin range. The move comes as the company approaches its February 11 earnings report, with …
Stifel has maintained its Hold rating on Waters Corporation (NYSE: WAT) after the company reported fourth-quarter results that beat expectations. The quarter showed broad-based organic growth across end markets and regions, but first-quarter guidance that came in below analyst estimates has tempered investor enthusiasm. Waters is valued at $20.15 b…
Morgan Stanley has reaffirmed an Underweight rating on Curbline Properties Corp (NYSE: CURB) and left its price target unchanged at $29.00 while the stock trades around $25.63. The decision was communicated in a note from analyst Ronald Kamdem on Monday. The firm’s view comes as Curbline reports robust fourth-quarter 2025 financial results, includi…
Bernstein SocGen Group trimmed its 12-month price target on Oracle to $313 from $339 while retaining an Outperform rating, after Oracle unveiled a $45 billion to $50 billion debt and equity program to fund AI data center expansion. The firm revised its financial model to reflect new financing and lowered its forward P/E multiple, even as it describ…
Piper Sandler increased its price objective on Isabella Bank Corp (ISBA) to $54.00 from $52.00 while retaining a Neutral rating. The upgrade in target follows fourth-quarter results that beat expectations, driven by net interest margin expansion, stronger core fee income and double-digit loan growth. The firm also raised near-term earnings estimate…
KeyBanc reduced its price objective for i3 Verticals to $30 from $32 but maintained an Overweight rating after the company’s fiscal first-quarter report. The quarter showed a modest revenue beat and an EPS surprise, along with ARR growth and strong SaaS momentum, even as adjusted EBITDA missed estimates and margins deteriorated amid higher hosting …
Piper Sandler raised its price target for Biogen to $177 from $157 while keeping a Neutral rating, citing the continued commercial expansion of Leqembi and a stronger-than-expected quarterly performance that included favorable contributions from Skyclarys. The new target remains below Biogen's recent market price of $196.07. Several other research …
Stifel retained a Hold rating on Hain Celestial after the company's fiscal 2026 second-quarter results missed expectations. The food-and-beverage company reported a significant decline in EBITDA and organic sales, with notable margin deterioration, and has paused guidance while conducting a strategic review. Shares trade below $1 and have fallen sh…
KeyBanc has raised its 12-month price target for Magnolia Oil & Gas Corp. (MGY) to $30.00 from $29.00 while keeping an Overweight rating. The brokerage highlighted a high-quality earnings beat, more capital-efficient guidance for 2026, an unhedged production profile and management preference for smaller M&A. Magnolia’s recent fourth-quarter 2025 re…
