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.
3,520 total articles
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 …
Stifel has reaffirmed a Buy rating on Post Holdings with a $130.00 price target, a level that implies roughly 13% upside from the stock's recent price of $114.61 and is consistent with fair-value data indicating the shares may be undervalued. The firm left its fiscal 2026 EBITDA estimate unchanged at $1.564 billion while rephasing the timing of exp…
Stifel increased its price target on Philip Morris to $200 from $180 and kept a Buy rating after the tobacco company reported stronger-than-expected fourth-quarter results. Philip Morris posted volume growth and operating profit margin expansion that beat estimates, reported a 67.12% gross profit margin, and issued initial fiscal 2026 guidance for …
Stifel has trimmed its 12-month price objective for Automatic Data Processing Inc. (ADP) to $270 from $280 while retaining a Hold rating. The move follows a meeting with ADP senior executives to assess artificial intelligence's influence on labor markets and the company's business model. ADP posted fiscal Q2 results that surpassed expectations, eve…
Stephens upgraded Green Plains Renewable Energy (GPRE) to Overweight from Equal Weight and raised its price target to $17 from $10, highlighting execution on 45Z-related opportunities and high carbon capture rates on its Nebraska platform. The firm models a sustained earnings step-change based on $186 million of next-twelve-month EBITDA and a 7.5x …
Cantor Fitzgerald raised its price objective on COPT Defense Properties (CDP) to $37 from $33 while keeping an Overweight rating, citing stronger-than-expected full-year FFO, a modest beat to 2026 guidance, robust leasing wins in defense-focused markets and favorable defense budget trends that support demand for secured/classified office space.
H.C. Wainwright increased its price target on Biogen to $228 from $194 and reaffirmed a Buy rating, pointing to a broadened drug pipeline across renal, lupus and SMA indications. The firm highlighted the felzartamab AMR program, upcoming LEQEMBI IQLIK PDUFA and SPINRAZA High-Dose adoption as drivers that could shift Biogen's revenue mix despite ong…
Wedbush has begun coverage of Zura Bio Ltd. with an Outperform rating and a $15.00 price objective, noting clinical readouts and pipeline progress as key upside drivers. The stock trades well below the target but above InvestingPro's Fair Value estimate, and the company announced a CEO appointment effective January 21, 2026.
Rosenblatt Securities reduced its price target on Bitdeer Technologies Group (BTDR) to $18 from $30, citing updated models that assume Bitcoin will trade roughly 20% lower from the fourth quarter of 2025 through 2026 and rising costs such as depreciation and energy. The firm kept a Buy rating, noting progress on power capacity, new Sealminer A3 rig…
Hims & Hers Health has stopped offering its recently introduced compounded semaglutide pill following industry and regulatory discussions. The move follows signals from the FDA about enforcement against non-approved GLP-1 drugs. Despite the product withdrawal and a recent share-price decline, BTIG has maintained a Buy rating with a $60 price target…
Jefferies has reaffirmed a Buy rating on AppLovin Corp with an $860.00 price target, describing the stock’s year-to-date pullback as "a great buying opportunity." Trading at $406.72, AppLovin has declined roughly 39% year-to-date, a move Jefferies and other firms view as an excessive market reaction to ad-tech headwinds. The company reports fourth-…
Evercore ISI increased its price target on Post Holdings to $131 from $129 and maintained an Outperform rating, pointing to stronger-than-expected results from the company's foodservice segment and aggressive buybacks funded by rising free cash flow. The firm also modestly raised fiscal 2026 and 2027 EBITDA forecasts after noting growth in specialt…
Lynx Equity’s recent research note highlights Amazon’s accelerated data center expansion and elevated capital expenditure plans as positive catalysts for the AI semiconductor ecosystem. Despite a recent share-price decline and some analyst target cuts tied to higher spending, the company’s multi-year capacity roadmap and strong revenue base point t…
Wolfe Research has maintained its Peerperform rating on ITT Corp. while raising its year-end 2026 fair value range to $166-$282 from $148-$272. The firm highlights elevated valuation measures versus peers even as it acknowledges strong operational execution. Separately, ITT reported better-than-expected fourth-quarter 2025 results and received a re…
Wolfe Research reiterated a Peerperform rating on PPG Industries, citing share-gain momentum driven by new, higher-tech products and expansion into broader end-market packages. The firm sees upside tied to improvements in core end markets such as aerospace and refinish but flagged that broader macroeconomic gains are needed to sustain recent progre…
Jefferies lowered its price objective for Molina Healthcare to $139 from $160 and kept a Hold rating, citing concerns around Medicaid medical loss ratio (MLR) in late 2026 tied to the Florida CMS contract. The firm expects 2027 EPS to fall year-over-year but slightly less than prior forecasts as the Florida contract matures. Recent corporate result…
Jefferies lowered its price target for Cognizant Technology Solutions to $90 from $100 while retaining a Buy rating. The broker modestly raised its 2026 adjusted EPS estimate to $5.72, following quarterly results and guidance that beat expectations. The firm cited ongoing investor concern over potential AI-driven disintermediation, a point that con…
Jefferies has maintained a Buy rating and a $20.00 price target on Sohu.com (SOHU) after the company's fourth-quarter results, a target that implies roughly 22% upside from the current share price of $16.36. The quarter outperformed revenue expectations, led by marketing services and gaming, and the company reported strong gross margins and tax-rel…
Leerink Partners has opened coverage of Terns Pharmaceuticals (TERN) with an Outperform rating and a $58.00 price target, implying roughly 61% upside from the current $37.77 share price. The firm cited early Phase 1 data for TERN-701 and the drug’s potential in the frontline chronic myeloid leukemia market. Terns has also completed a sizeable publi…
Leerink Partners has raised its price target on Lantheus Holdings to $94.00 from $90.00 and kept an Outperform rating ahead of the company's fourth-quarter earnings report scheduled for February 19. The firm updated its model to reflect stronger Pylarify volume trends, progress toward an F-18 formulation and potential 2026 product catalysts, while …
Needham upgraded Medtronic from Hold to Buy and set a $121 price target, reflecting an 18% upside from the prevailing share price. The firm points to a slate of early-stage product rollouts in large markets, board changes and activist involvement, as well as recent strategic deals and regulatory approvals as potential drivers of faster revenue grow…
DA Davidson upgraded Oracle Corp. (ORCL) from Neutral to Buy while keeping its $180 price target. The firm said renewed capital for OpenAI should allow the AI developer to meet its obligations to Oracle, addressing what the analyst described as the largest uncertainty for Oracle's outlook. The upgrade arrives as Oracle pursues a $20 billion at-the-…
William Blair has initiated coverage of Dave Inc (NASDAQ: DAVE) with an Outperform rating, valuing the fintech at $2.47 billion. The firm characterizes Dave as a consumer finance innovator that targets short-duration, low-balance unsecured loans across a total addressable market of 185 million accounts. The company reported preliminary fourth quart…
Wolfe Research moved Stellantis NV (NYSE:STLA) from Underperform to Peerperform after the automaker's shares plunged following a string of negative disclosures. The company disclosed roughly c22.2 billion in realignment and EV-related charges, suspended its 2026 dividend and announced plans to raise c5 billion in debt. Wolfe Research says the sca…
Baird reiterated an Outperform rating on Biogen and left its price target at $250 after the company's fourth-quarter results, citing a modest revenue beat and a stronger bottom-line outperformance. The firm pointed to non-GAAP EPS guidance that sits above consensus and flagged the ongoing Leqembi launch and an upcoming regulatory decision on a subc…
