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
Canaccord Genuity reduced its 12-month price target for Energizer (ENR) to $19 from $20 while keeping a Hold rating after the battery maker reported first-quarter results that beat consensus on sales and adjusted EBITDA. The firm pointed to execution risk tied to back-half loaded guidance, even as Energizer delivered stronger-than-expected EPS and …
Wolfe Research upgraded Robinhood Markets (HOOD) from Peerperform to Outperform and set a $125.00 price target, arguing the stock offers an "unmatched" risk-reward profile following a recent selloff. Robinhood shares trade near $82.82 after a nearly 8% pullback over the last week, though the stock is up about 48% over the past year. Wolfe pointed t…
Evercore ISI has reaffirmed an Outperform rating and a $95.00 price target on Zillow Group (ZG) ahead of the company's fourth-quarter 2025 earnings report on February 10, calling the stock a Tactical Outperform based on intra-quarter signals, model sensitivity checks and Zillow's execution history. The firm points to an attractive valuation and sev…
Rosenblatt lowered its price target on Canaan Inc. to $2.50 from $4.00 but retained a Buy rating, citing weaker demand for new mining rigs amid falling Bitcoin prices. The firm trimmed 2026 revenue assumptions for both equipment sales and self-mining, basing its outlook on a $100,000 average Bitcoin price versus a prior $120,000 estimate. Canaan re…
Canaccord Genuity trimmed its 12-month price target on Udemy Inc. to $5.00 from $7.00 while retaining a Hold rating. The announcement comes as Udemy trades near a 52-week low and reports a modest outperformance in fourth-quarter revenue and profitability. Management withheld guidance and an earnings call because of the pending all-stock merger with…
Stifel has reaffirmed a Buy rating and a $127.00 price target for Arcellx Inc. following the company’s presentation of in vitro study results at the TANDEM meeting held February 4-7, 2026. The price target implies roughly an 87% upside from the cited share price of $68.03 and sits within the broader analyst range. Stifel and other firms point to me…
Stifel reiterated a Buy rating and a $10.00 price target on Erasca Inc following a fireside conversation with the company’s CFO/CBO at the 2026 Stifel Biotech Ski Summit. The firm highlighted Erasca’s competitive position in the pan-RAS space, clinical progress with ERAS-0015 and intellectual-property barriers to entry, even as the stock trades wel…
Stifel reiterated a Hold rating and a $15 price target for RXO after the freight transportation provider reported Q4 2025 adjusted results that missed both Stifel and consensus estimates. The company posted an adjusted loss and weaker-than-expected adjusted EBITDA, provided cautious Q1 2026 guidance, and faces margin pressure in its brokerage busin…
Barclays has outlined three principal investor worries about Robinhood Markets (HOOD) ahead of the company's February 10 earnings release: softer crypto sentiment and AI-driven equity market dynamics that could curb retail activity; a product pipeline whose recent launches may offer limited near-term profit-and-loss impact; and legal uncertainty do…
Ladenburg Thalmann increased its price target on Regency Centers (REG) to $80.00 from $76.00 but kept a Neutral rating. The raise points to limited upside from current levels as the REIT reported solid fourth-quarter and full-year Core FFO growth, issued modest 2026 guidance, and recorded a mixed earnings print with an EPS beat but a revenue shortf…
Ladenburg Thalmann raised its price objective on The RMR Group Inc. to $18.50 from $17.00 while keeping a Buy rating after the company reported fiscal first-quarter 2026 results. RMR posted stronger GAAP earnings per share and distributable EPS versus the prior quarter, sustained a high dividend yield, and showed improved returns on equity, even as…
Ladenburg Thalmann raised its price target on Phillips Edison & Co. (PECO) to $42.00 from $40.00 on Monday and kept a Buy rating after the REIT reported quarterly results that surpassed expectations. The company posted NAREIT FFO of $0.64 and Core FFO of $0.66 per share for the fourth quarter, beating the analyst estimate by $0.02. Full-year 2025 C…
Oppenheimer increased its price objective on Walmart to $140 from $125 and kept an Outperform rating, pointing to a strong holiday season, ongoing top-line momentum across the business and limited weather benefits ahead of the retailer's fourth-quarter report. The firm also nudged its Q4 EPS estimate toward the high end of management guidance and l…
Stifel has reiterated a Buy rating on Mettler-Toledo (MTD) and set a $1,600 price target following the company's fourth-quarter results. The precision-instrument maker outperformed expectations on revenue and earnings, nudged up its fiscal 2026 EPS outlook, and outlined robust free cash flow and buyback plans, even as tariffs and foreign exchange p…
Rosenblatt Securities has reaffirmed its Buy rating and $34.00 price target on PDF Solutions Inc. (NASDAQ:PDFS) ahead of the company’s fourth-quarter and fiscal 2025 results due February 12. The firm expects largely in-line results driven by Analytics revenue growth, while DA Davidson has separately increased its price target to $36 following the c…
Stephens increased its 12-month price target for Griffon Corp to $115 from $92 and kept an Overweight rating after the company reported first-quarter fiscal 2026 results and disclosed a joint venture with ONCAP. Griffon posted results that beat EPS and revenue forecasts, produced a 20% EBITDA margin, and will receive $100 million in cash plus $161 …
Needham has kept a Hold rating on Hims & Hers (HIMS) as the telehealth company navigates regulatory pressure over its compounded semaglutide pill and faces a potential DOJ inquiry. The stock has plunged in recent months, and analysts warn the loss of an oral GLP-1 product removes a key growth engine even as the business posts strong recent revenue …
BTIG has trimmed its 12-month price target on Tyler Technologies (TYL) to $470 from $560 while keeping a Buy recommendation as the company prepares to report fourth-quarter results. The research team led by Allan Verkhovski highlights a difficult backdrop for shares, but points to strong revenue visibility in the government vertical, a claimed adva…
Guggenheim raised its price target for Regeneron Pharmaceuticals to $975 from $865 while keeping a Buy rating, pointing to strong 2025 Dupixent performance and several near-term clinical and regulatory catalysts that could drive further upside. The firm highlighted Dupixent’s leadership in Type 2 disease indications and noted potential inflection p…
Scotiabank raised its price target on Vale S.A. to $16.50 from $15.00 while retaining a Sector Perform rating, citing the miner's extended rally and attractive yield metrics. The bank said it still does not see the conditions for the rally to continue to levels that would justify a more positive rating, flagging iron ore oversupply risks and the ne…
Scotiabank raised its price target on Plains All American to $23.00 from $22.00 while keeping a Sector Outperform rating, noting a mixed quarterly report but an overall constructive view. The company provided 2026 EBITDA guidance of $2.75 billion at the midpoint, reported $150 million in expected synergies and efficiency gains over two years, and l…
Stifel raised its price target on SiteOne Landscape Supply to $144 from $134 while keeping a Hold rating, citing expected margin expansion in fiscal 2026 that could set the company apart from peers. The stock trades above that target, and other firms including BofA and Barclays have recently initiated or revised coverage, while SiteOne completed an…
Canaccord Genuity has held its Buy rating and $8.00 price target on Newell Brands Inc (NWL) after the company's fourth-quarter report, citing potential upside if sales show sustained recovery as soon as the second quarter. The stock has risen in recent months despite mixed results and uneven core sales trends, while the company moves ahead with a g…
Morgan Stanley lifted its price target on Newell Brands to $4.50 from $4.25 and kept an Equalweight rating, citing clear restructuring progress offset by ongoing topline weakness and margin visibility concerns. Other firms have issued mixed reactions as Newell pursues cost cuts and updated guidance while maintaining a small quarterly dividend.
Raymond James has left its Market Perform rating unchanged for RXO, Inc., noting that the company's gross margin and volume advantages have weakened since the 2024 acquisition of Coyote Logistics. While RXO shares have rallied 33.7% year-to-date to $16.90, the company remains unprofitable on a trailing 12-month basis and faces margin pressure from …
