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
Leerink Partners trimmed its price target on Hims & Hers (NYSE: HIMS) to $20.00 from $24.00 and kept a Market Perform rating, pointing to legal uncertainty after Novo Nordisk filed a patent infringement lawsuit tied to compounded semaglutide products. The research note highlights that the contested weight-loss offerings contribute a sizable portion…
BofA Securities raised its price target on STMicroelectronics to $34 from $29 while retaining a Neutral rating, citing an expanded contract with Amazon Web Services that supports the company's €1 billion data center revenue goal before 2030. The bank updated revenue and margin forecasts tied to data center and AI demand, increased capex expectation…
KeyBanc reduced its Spotify price target to $720 from $830, pointing to foreign exchange pressures that lowered revenue and free cash flow projections for 2026 and 2027. The firm maintained an Overweight rating and continues to see upside given Spotify's fundamentals, pricing power, and AI-driven efficiencies. Multiple other brokerages reiterated o…
KeyBanc has increased its price objective on Terreno Realty Corp (NYSE:TRNO) to $72.00 from $68.00 while maintaining an Overweight rating, citing favorable fourth-quarter 2025 results, improving leasing demand and stabilizing rental rates. The new target aligns closely with InvestingPro’s Fair Value estimate, which suggests the stock is undervalued…
Cantor Fitzgerald has maintained an Overweight rating on Aurora Innovation Inc (NASDAQ:AUR), pointing to recent commercial deals and a hardware partnership with Continental as key drivers. The stock trades at $4.24, which InvestingPro analysis indicates is above its Fair Value, and has seen significant volatility with a 30.52% drop over the past si…
Zscaler (NASDAQ: ZS) has acquired browser detection and response company SquareX, gaining a browser extension that enforces least-privilege access and detects malicious extensions and scripts without requiring proprietary secure browsers on unmanaged devices. Cantor Fitzgerald reiterated an Overweight rating on Zscaler following the deal. The acqui…
KeyBanc increased its price target for nVent Electric to $130 from $125 and kept an Overweight rating, pointing to the company’s positioning to capture infrastructure-related growth. The firm acknowledged short-term margin pressures and quarter-over-quarter order deceleration after nVent’s fourth quarter 2025 report, while also raising estimates ba…
Goldman Sachs reaffirmed a Buy rating and a $15.00 price target on Cleveland-Cliffs (CLF) after the company reported a weaker-than-expected fourth quarter. The metals and mining company missed EBITDA and revenue forecasts, faces negative trailing profitability and elevated leverage, but Goldman sees a constructive 2026 backdrop while cautioning on …
Eve Holding Inc. (NYSE: EVEX) has received a binding purchase agreement from Japanese air mobility operator AirX for up to 50 electric vertical takeoff and landing aircraft, comprising two firm orders and options for 48 additional units. The transaction is Eve’s second binding order and the company is targeting initial deliveries in 2029. The annou…
Cantor Fitzgerald has reaffirmed an Overweight rating and a $70.00 price target on IonQ, Inc. (NYSE: IONQ), aligning with a wider analyst range of $47 to $100. IonQ expects full-year revenue at the top of or above its $106-110 million guidance, with notable recent acquisitions and leadership changes under scrutiny from a short seller report.
Goldman Sachs has kept a Neutral rating on RBC Bearings while raising its 12-month price target to $542 from $500 following the company’s fiscal third-quarter 2026 report. The revised target sits roughly in line with the current share price near $544.02 and follows stronger-than-expected operating income, a sizable backlog increase and robust aeros…
Goldman Sachs has maintained its Buy rating and a $165.00 price target on Apollo Global Management following the company’s latest quarterly report. The target matches the street consensus and implies roughly 24% upside. The firm highlighted robust originations, elevated capital deployment and strengthening fee-related income, even as Apollo’s reven…
Cantor Fitzgerald reaffirmed a Neutral rating and a $41.00 price target on Centene, pointing to an uncertain operating environment for the insurer's Medicaid and Marketplace segments in 2026. The firm noted specific market pressures - rates lagging acuity in Medicaid and metal shifts in Marketplace - that complicate underwriting assumptions despite…
Goldman Sachs has reaffirmed a Sell rating and a $11.10 price target on BrightView Holdings (NYSE: BV) following the company’s mixed fiscal first quarter results. While reported revenue exceeded both Goldman Sachs’ estimate and consensus, the beat was concentrated in snow removal activity, and BrightView missed on margins and earnings per share. Th…
Goldman Sachs reiterated a Buy rating on Shoals Technologies Group (NASDAQ: SHLS) and left its price target at $1.00 after an initial determination from the U.S. International Trade Commission found a competitor infringed Shoals' patent. The company’s shares have surged in recent trading, though the path to a final resolution could be prolonged by …
Cantor Fitzgerald lowered its price target on Molina Healthcare to $144 from $180 while keeping a Neutral rating, citing a constrained 2026 outlook and strategic shifts that narrow the insurer's segment exposure. The stock plunged more than 27% in the prior week and recent quarterly results and impairment charges have amplified analyst scrutiny.
Cantor Fitzgerald reiterated its Overweight rating and $93 price target on Ventas (NYSE: VTR) following the REIT’s fourth-quarter 2025 results and 2026 outlook. The firm highlighted robust same-store NOI expansion in the Senior Housing Operating Portfolio (SHOP) and raised optimism for potential upside, while noting valuation and sustainability cav…
DA Davidson raised its price target on Mondelez International to $64 from $62 while retaining a Neutral rating. The firm pointed to the company’s investments in brand equity, distribution and channel expansion as drivers for longer-term growth, even as macroeconomic softness and cocoa cost phasing create near-term pressure. Mondelez reported modest…
DA Davidson reiterated a Neutral rating and a $295 price target on Kadant Inc. (KAI), leaving its valuation assessment significantly below the current market price of $343.11. The firm cited caution after a large European peer's results and highlighted risks around parts and consumables demand, while noting an upcoming earnings release and a recent…
Benchmark has reduced its 12-month price target for Sony Corp. to JPY4,250 from JPY5,100 while retaining a Buy rating. The revision follows Sony’s FY25 Q3 results, which beat estimates on earnings and showed margin outperformance across divisions. Benchmark singled out Imaging & Sensing Solutions, Music and Game & Network Services platform monetiza…
Raymond James has maintained its Market Perform rating on CNX Resources following the company's fourth-quarter 2025 results and the release of fiscal 2026 guidance. CNX set flat production guidance at a midpoint of 612 million cubic feet equivalent with 7.5% liquids, and outlined a $571 million midpoint capital program concentrated in the first hal…
Cantor Fitzgerald has reaffirmed a Neutral rating on Rivian Automotive (RIVN) as the electric vehicle maker approaches its fourth-quarter earnings report on February 12. The firm pointed to the upcoming Autonomy+ subscription, competitively priced against Tesla’s offering, and identified the R2 launch in the first half of 2026 as the most important…
Raymond James has reaffirmed its Market Perform rating on National Fuel Gas (NFG) after the company kept its fiscal 2026 guidance unchanged. The firm projects a slight sequential production decline in Q2 tied to timing and activity deferments from a recent storm, followed by a 5% sequential increase in Q3. Raymond James' FY2026 earnings estimate si…
DA Davidson has reaffirmed a Buy rating on Modine Manufacturing (NYSE: MOD) and set a $265 price target after raising data center-related revenue growth and adjusted EBITDA estimates for fiscal 2026 through 2028. The firm cites an exceptionally strong data center funnel, solid win rates and order bookings, on-time capacity expansion, and margin imp…
DA Davidson increased its 12-month price target on Symbotic Inc. (SYM) to $57 from $53, while retaining a Neutral rating. The firm pointed to expectations for accelerating organic sales growth through fiscal 2027 and higher adjusted EBITDA driven by sales and operating expense leverage. Symbotic's first-quarter fiscal 2026 report showed revenue abo…
