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
Bernstein SocGen Group has increased its 12-month price target on HCA Healthcare Inc to $541 from $503 while retaining a Market Perform rating. The firm cites margin efficiency and robust share repurchase activity as drivers for the higher target, and has modestly raised its EBITDA forecasts. At the same time, Bernstein points to valuation levels a…
Keefe, Bruyette & Woods trimmed its price target on Zillow to $65 from $80 while keeping a Market Perform rating. The move follows a court decision denying Compass’s preliminary injunction against Zillow’s listing access standards. KBW said the ruling was favorable but not unexpected, and emphasized lingering legal uncertainty and competitive threa…
Benchmark has kept a Hold rating on RXO, Inc., pointing to compressing margins driven by rising truckload spot rates and tighter capacity. RXO posted fourth-quarter adjusted EBITDA of $17 million and revenue of $1.5 billion, roughly in line with expectations, but its first-quarter EBITDA outlook came in below prior forecasts. The company cites a la…
Benchmark Research has reiterated a Buy rating on i3 Verticals with a $39.00 price objective following the company’s Q1 2026 results. The target implies roughly an 86% upside from the current share price near the 52-week low. While revenue growth slowed year-over-year, Benchmark points to accelerating SaaS expansion and a growing recurring revenue …
Benchmark reiterated a Hold rating on Roblox (RBLX) after the company delivered materially stronger-than-expected fourth-quarter results in 2025, but flagged a likely sharp sequential reset in Q1 2026 and a flatter margin profile for the full year as investment intensity remains elevated. Analyst views vary across the board, with price targets rang…
Benchmark Research kept a Buy rating and $130 price target on J&J Snack Foods (NASDAQ:JJSF) after the company reported mixed fiscal first-quarter 2026 results on February 3. Revenue fell short of consensus amid accelerated facility consolidation and the faster-than-expected elimination of unprofitable commodity bakery sales under Project Apollo, wh…
DA Davidson reduced its price objective on monday.com Ltd. (MNDY) to $150 from $250 while retaining a Buy recommendation. The firm pointed to longer sales cycles and weaker customer feedback on newer offerings as reasons for lowering fiscal 2026 estimates ahead of the company’s fourth-quarter 2025 results due February 9. Analysts remain broadly pos…
DA Davidson maintained a Buy rating and set a $35 price target on i3 Verticals (IIIV) after the company reported fiscal Q1 results. The quarter delivered $52.7 million in revenue - a 1% pro forma year-over-year increase - and EPS of $0.26, beating forecasts. Recurring revenue and software subscriptions were the bright spots while non-recurring reve…
DA Davidson has reiterated a Buy rating on SS&C Technologies Holdings, Inc. (SSNC) and set a $106.00 price target after the company reported fourth-quarter results that exceeded both the firm’s and the market’s expectations. SS&C topped revenue and adjusted EPS forecasts, posted strong gross margins and year-over-year revenue growth, and gave 2026 …
Keefe, Bruyette & Woods increased its price objective on Chubb Corporation (CB) to $373 from $355 and kept an Outperform rating after reviewing the insurer's fourth-quarter performance. The firm raised 2026 and 2027 EPS estimates, citing sustained premium growth and resilient core underwriting margins, while analysts across the street likewise adju…
Refresco has agreed to buy SunOpta in an all-cash transaction valued at $6.50 per share, a move that has pushed SunOpta shares higher and followed upgraded fiscal 2025 guidance from the target company. The acquisition was unanimously approved by both companies' boards and is expected to close by the second quarter of 2026, subject to customary clos…
Raymond James reaffirmed a Strong Buy rating and a $130 price target on Encompass Health Corp after the company reported fourth-quarter 2025 results that outpaced analyst estimates. Adjusted EBITDA came in at $336.0 million versus a consensus of $313.2 million, and management provided initial 2026 adjusted EBITDA guidance of $1,340-1,380 million. T…
Raymond James reiterated a Strong Buy rating and a $20.00 price target on Blue Owl Capital (NYSE: OWL), describing the stock as a "compelling buying opportunity" at roughly 12.9x 2026 consensus EPS. The call comes after a sharp pullback in private credit names and fresh analyst adjustments to the company's outlook from other firms.
Bernstein SocGen Group has reaffirmed an Outperform rating and a $1,300 price target on Eli Lilly (LLY) amid concerns that a low-cost, telehealth-driven semaglutide pill could reshape both oral and injectable GLP-1 markets. The firm flagged regulatory ambiguity around compounding practices and outlined specific developments to watch, while Eli Lill…
Raymond James has maintained a Strong Buy rating and a $260.00 price target on Allstate (ALL), pointing to a resilient earnings profile despite a cooling property and casualty rate cycle. The firm highlights disciplined pricing, sustained expense reductions from the company's Transformative Growth program, strong recent quarterly results, and a new…
Barclays reiterated an Overweight rating on AerCap Holdings following the company’s fourth-quarter results. AerCap posted adjusted EPS of $3.95 and revenue strength across maintenance and sales lines, announced a $1 billion share repurchase program and a raised quarterly dividend, but also disclosed elevated leasing expenses tied to a repossessed a…
Barclays raised its price target for Post Holdings to $127 from $113 and kept an Overweight rating, highlighting the company’s substantial share repurchase program and maintained leverage profile. The firm framed Post’s capital return strategy as a gradual de facto take-private through buybacks, while other brokers updated targets after mixed fisca…
Bernstein SocGen Group raised its price objective for Costco Wholesale to $1,155 from $1,146 and maintained an Outperform rating, pointing to significant upside tied to international expansion and membership trends. The stock has climbed more than 16% year-to-date, though elevated valuation metrics and technical indicators suggest caution. Other br…
Bernstein SocGen Group has retained a Market Perform rating and a $175 price target on Philip Morris (PM), citing recent share gains and strong margins but flagging the lack of explicit guidance for the ZYN nicotine pouch and the risk that upcoming results could generate a "small negative response". The stock has posted solid year-to-date and one-y…
Bernstein SocGen Group increased its price target on Five Below to $206 from $195 while retaining a Market Perform rating. The firm points to strong comparable-sales momentum measured through debit card data and aligns this with the retailer's recent revenue gains. Multiple other brokerages have issued Buy ratings or raised targets, highlighting le…
Barclays reiterated an Equalweight rating and a $19.00 price target on Edgewell Personal Care (EPC) while the company guides for a fiscal 2026 split between early-year softness and a stronger back half driven by planned U.S. marketing and distribution initiatives. The stock trades above the target, and recent quarterly results and a strategic dives…
Canaccord Genuity reduced its price target for Coty Inc. to $2.50 from $3.50 and maintained a Hold rating following a mixed second-quarter performance. The company posted modest revenue growth but missed adjusted EBITDA and earnings-per-share estimates, prompted the withdrawal of fiscal 2026 guidance, and drew a negative outlook from Moody's on ope…
Needham analyst Laura Martin kept a Buy rating and a $300 price target on Reddit (RDDT) after the company's Q4 2025 report, which showed revenue of $725.6 million, adjusted EBITDA of $327 million and non-GAAP EPS of $1.72. The results topped Needham's estimates on revenue and EBITDA and sparked a range of reactions from other brokers, with price ta…
Guggenheim raised its price target for Biogen to $246 from $185 and kept a Buy rating after the company reported fourth-quarter 2025 results. Biogen beat consensus revenue estimates, driven by resilience in its multiple sclerosis franchise, even as quarterly earnings and revenue fell year-over-year and sequentially. Management gave guidance for fis…
Canaccord Genuity increased its 12-month price target on Biogen to $230 from $220 and kept a Buy rating after the company reported fourth-quarter 2025 results that topped expectations. Biogen delivered revenue of $2.28 billion and adjusted EPS of $1.99, outpacing both Canaccord’s internal forecasts and broader Street consensus. Management projected…
