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.
3,516 total articles
Oppenheimer increased its price target on Pulse Biosciences (PLSE) to $30 from $22 and kept an Outperform rating, citing recent commercial updates and fourth-quarter results. Pulse reported Q4 2025 revenue of $0.3 million, aligned with Oppenheimer’s estimate, while operating losses continued as operating expenses reached about $18.3 million. The co…
Evercore ISI reduced its price target on Five9, Inc. (NASDAQ: FIVN) to $24 from $40 while keeping an Outperform rating following the company’s fourth-quarter results and updated forward guidance. Revenue growth for the quarter was 7.8% year-over-year, with management outlining 2026 and initial 2027 growth expectations that were slightly below prior…
Morgan Stanley lowered LatAm Airlines Group's rating to Equalweight from Overweight while simultaneously raising its price target to $67 from $56. Analyst Jens Spiess pointed to the stock's strong recent performance - including an 85% gain over the past year and a 31% rise in the last six months - as the rationale for taking profits and reassessing…
William Blair initiated coverage of Zimmer Biomet (ZBH) with a Market Perform rating, citing revenue momentum and a strong gross margin but signaling caution around a planned U.S. commercial reorganization and its potential impact on 2026 forecasts. The stock trades at a P/E of 28 and a market capitalization of $19.67 billion.
Barclays has begun coverage of Amgen Inc. with an Equalweight rating and a $185 price target. While the firm cites solid fiscal 2026 guidance and expected momentum for Repatha after VESALIUS, analyst Carter Gould warned that the Phase 3 MARITIME trial readout is far off, leaving important questions unresolved. Market observers show divergent views …
William Blair launched coverage of Stryker Corporation (NYSE: SYK) with an Outperform rating, pointing to the medical technology company's diversified product mix, recent acquisitions and margin profile. The firm highlighted Stryker's expansion into new clinical areas and data-driven offerings, while noting international expansion and ambulatory su…
Barclays has initiated coverage of Gilead Sciences Inc. with an Equalweight rating and a $155 price target, citing a return to the company’s infectious-disease focus but noting that recent share gains and valuation compress the upside. Gilead’s Q4 2025 results topped expectations and several peers raised targets, while others remained cautious.
Barclays has begun coverage of Pfizer Inc. with an underweight rating and a $25 price target, pointing to imminent patent expirations and a company emphasis on reducing leverage. The bank expects limited share movement until clinical and pipeline updates arrive, even as other firms maintain higher price targets and Pfizer posts stronger-than-expect…
Barclays has initiated coverage of Biogen Inc. with an Equalweight rating and a $185.00 price target. Analyst Carter Gould cited tangible commercial and pipeline improvements but tempered upside until more pipeline data arrives. The stock currently trades above the new target, and recent fourth-quarter results and revisions from other firms have dr…
Barclays initiated coverage of Merck & Co. (MRK) with an overweight rating and set a $140 price target, pointing to a slate of product launches and clinical readouts expected to materialize in 2026. The firm emphasized the potential impact of enlicitide - the first oral PCSK9 inhibitor - and pivotal data from tulisokibart’s ATLAS-UC study, the …
Barclays has initiated coverage of Bristol-Myers Squibb Co. (NYSE: BMY) with an overweight rating and a $75 price target, implying roughly 24% upside from the current $60.30 share price. The broker highlights early signs of progress in the company’s pipeline as it prepares for looming patent expirations on Eliquis and Opdivo, and anticipates upward…
Barclays has initiated coverage of Eli Lilly with an overweight rating and a $1,350 price target, pointing to the company’s leading role in the expanding obesity treatment market driven by GLP-1 therapies. The bank framed medical treatment of obesity as a structural shift and defended Lilly’s premium valuation against broader pharmaceutical peers. …
Barclays has begun coverage of AbbVie Inc. with an overweight rating and a $275.00 price target, highlighting the company's potential for operating leverage that the market may not yet fully price. The target implies roughly 23% upside from a reference quote of $224.35. The bank expects 2026 will offer a series of proof-of-concept data readouts acr…
Canaccord Genuity has launched coverage of Terra Innovatum Global (NASDAQ:NKLR) with a Buy rating and a price target of $10. The broker’s valuation rests on a discounted cash flow model that runs to 2050 and assumes a roughly 15% weighted average cost of capital and a roughly 5% terminal growth rate. Canaccord cites growth in nuclear capacity and t…
Mizuho upgraded Southern Co. (SO) to Outperform from Neutral and increased its price target to $104 from $89, driven by a view that the utility's regulated footprint and multi-year growth profile merit a larger valuation premium. The firm raised its assumed price-to-earnings premium to 15% from 5%, even as analysis flags the shares as overvalued re…
Wells Fargo downgraded Molina Healthcare to Equal Weight from Overweight and cut its price target to $141 from $208, citing disappointing fourth-quarter 2025 results and increasing uncertainty around revenue and expense accruals. The firm revised down Molina's 2026 earnings outlook and raised questions about the company's assumptions for Medicaid c…
Piper Sandler initiated coverage of OKYO Pharma Ltd. (NASDAQ: OKYO) with an Overweight rating and a $7.00 price target. The firm’s investment case centers on urcosimod, the company’s lead candidate for Neuropathic Corneal Pain (NCP) associated with post-ocular surgery or Dry Eye Disease, following Phase 2 signals of pain relief and a favorable safe…
Citizens reiterated a Market Outperform rating and a $55.00 price target for Gaming and Leisure Properties (GLPI), citing stronger-than-expected fourth-quarter 2025 results, an encouraging 2026 outlook, and a series of accretive investments that are underway and effectively funded while preserving long-term leverage targets.
Jefferies upgraded American Electric Power to Buy from Hold and lifted its price target to $150, pointing to a doubling of contracted large-load demand to 56 gigawatts by 2030. The firm emphasized that the new load is contractually secured, concentrated in ERCOT, PJM and SPP, and supported by long-term commercial terms and financial safeguards. The…
Citizens maintained a Market Outperform rating on LeMaitre Vascular (LMAT) and left its price target at $113.00. The stock trades near $91.86 with a P/E of 39.47. Analysts highlight notable margin expansion and substantial EPS growth since fiscal 2023, though InvestingPro flags the stock as potentially overvalued versus its Fair Value estimate.
Citizens reiterated a Market Outperform rating and a $19.00 price target on Cushman & Wakefield (CWK), citing meaningful leverage reduction, margin gains despite platform investments, and a 34% rise in net income year-over-year. Revenue for the trailing twelve months rose 8.9% to $10.3 billion, while InvestingPro analysis places the stock below its…
Citizens has reiterated its Market Outperform rating on Carvana Co. (CVNA) and held its $460 price objective, arguing the latest quarter marks a pivotal moment for the company’s bullish case. The analyst firm highlights improving margin visibility toward a 13.5% medium-term EBITDA goal, fixed-cost leverage contributions, and steps by Carvana to pas…
Citizens has reiterated a Market Outperform rating and a $31.00 price target on Bicara Therapeutics (BCAX), pointing to encouraging long-term follow-up data for ficerafusp alfa combined with pembrolizumab and a robust cash position. The company reported durable responses beyond two years and is advancing a Phase 2/3 program while selecting a 1500 m…
Citizens raised its price objective on Hamilton Insurance Group (NYSE: HG) to $35.00 from $32.00 and kept a Market Outperform rating, pointing to favorable conditions across specialty insurance and reinsurance. The firm highlighted Hamilton’s revenue growth, attractive valuation metrics, recent A.M. Best upgrade, and a slate of senior leadership ap…
Citizens reduced its price target for Invitation Homes to $35 from $40 while retaining a Market Outperform rating, citing oversupply in some markets that has driven new lease rate growth to -4.1% in the latest quarter. Same-store net operating income rose 0.7% despite the drop in new lease rates. The stock trades near its 52-week low, yields 4.67%,…
