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
Stifel increased its price target on Advanced Energy Industries to $310 from $270 and maintained a Buy rating ahead of the company's fourth-quarter earnings due February 10, raising multi-year estimates on the expectation that semiconductor capital-equipment subsystem suppliers and datacenter demand will strengthen in 2026. Other analysts including…
Evercore ISI increased its price objective on Ventas Inc. (VTR) to $90 from $86 and kept an Outperform rating after the REIT posted stronger-than-expected fourth-quarter 2025 operational results. The upgrade reflects robust performance in the company’s Senior Housing Operating Portfolio (SHOP) and updated FFO and AFFO projections for 2026 and 2027.…
Stifel lowered its price objective on STAAR Surgical to $19 from $28 while keeping a Hold rating, citing underperformance tied to mixed fundamentals and lingering uncertainty in the Chinese refractive surgery market. Conversations with Chinese refractive surgeons pointed to continued ICL market share gains but muted procedure volumes. The company h…
Morgan Stanley reaffirmed an Equalweight rating and a $40.00 price target for Hims & Hers (HIMS) despite recent regulatory scrutiny of non-FDA approved GLP-1 products and the company's decision to stop selling a compounded semaglutide pill. The stock has fallen sharply in recent trading and the firm expects revenue growth to slow materially in the …
Stifel has lifted its 12-month price objective on Flowserve Corp. to $97 from $87 and retained a Buy rating after the company's fourth-quarter 2025 results and forward guidance that exceeded consensus. The firm pointed to strong 2030 targets and a recent acquisition that expands Flowserve's presence in the nuclear sector while reducing relative exp…
Evercore ISI raised its price target on Kroger Co. to $84.00 from $77.00 and retained an Outperform rating following reports that former Walmart U.S. President Greg Foran will be named the company's next chief executive. The firm cited Foran's track record in Walmart U.S. operations and adjusted its valuation to a 16x calendar 2026 price-to-earning…
BMO Capital raised its price target on Fortinet to $95 from $90 while keeping a Market Perform rating, citing mixed results: strong product margins and revenue growth offset by softer-than-expected services expansion. Multiple other firms also nudged targets higher following the company’s fourth-quarter 2025 results and year-over-year billings grow…
Raymond James increased its price target for Chubb Corporation to $380 from $340 and maintained a Strong Buy rating, pointing to continued net investment income tailwinds as reinvestment rates stay above portfolio book yields. The firm raised 2026 and 2027 operating EPS forecasts and highlighted management plans to boost allocations to private and …
BMO Capital reduced its price target for Shopify to $150 from $190 while retaining an Outperform rating, attributing the change to a broader de-rating in the software sector rather than company-specific weaknesses. The stock trades near $112.05, down more than 30% year-to-date, and analysts remain divided with several firms expecting Q4/25 strength…
Stifel lowered its price target on Braze Inc. (BRZE) to $40 from $45 while keeping a Buy rating, citing rising market concerns tied to artificial intelligence announcements. Braze shares have tumbled year-to-date, trading near a 52-week low even as the company reported solid fiscal third-quarter results and multiple firms retained or raised their r…
BTIG has launched coverage of StoneCo Ltd. (NASDAQ: STNE) with a Buy rating and a $22.00 price target, citing the company's leading position in Brazil's payments market for small and medium enterprises, strong customer growth metrics, and potential upside from the country’s Pix instant-payments system. The firm notes improving credit integration, p…
BofA Securities reduced its price target for Hims & Hers (HIMS) to $21 from $26 and kept an Underperform rating after recent regulatory developments. The FDA announced restrictions on GLP-1 active ingredients in non-FDA-approved compounded drugs and specifically named Hims & Hers. The company has halted sales of its oral semaglutide pill and been r…
Goldman Sachs has downgraded Sasol Ltd. (SSL) from Buy to Neutral and set a ZAR118.00 price target, flagging a weak product price outlook and limited potential for upward earnings revisions. The move comes even as Sasol shows strong one-year share performance and attractive valuation ratios, and coincides with a board appointment aimed at strengthe…
Goldman Sachs lowered its price target on Nutanix to $60 from $75 while retaining a Buy rating, attributing the change mainly to a broader software-sector de-rating and the inclusion of an M&A multiple in its valuation. The bank flagged possible near-term volatility ahead of Nutanix's fiscal second-quarter report on February 25 but said free cash f…
Mizuho has cut Westlake Chemical (NYSE:WLK) from Outperform to Neutral and kept a $88.00 price target, pointing to a weakening outlook across the company’s core chloralkali-vinyls and polyethylene businesses. The move follows a negative pre-announcement for the December 2025 quarter, softer guidance from a peer, and margin pressure evident in recen…
Citizens has reaffirmed a Market Outperform rating and a $200.00 price target on Shopify (SHOP) ahead of the company’s fourth-quarter 2025 earnings report due February 11. The firm expects upside to both Q4 results and guidance, pointing to potential GMV acceleration supported by market-share gains, robust merchant advertising returns, favorable fo…
Citizens has maintained a Market Outperform rating and a $32.00 price objective for Perella Weinberg Partners (PWP), highlighting the advisory firm's potential to generate markedly higher revenue in 2026. The target implies roughly 38% upside from the current share price of $23.26, with Perella Weinberg already up 34.45% year-to-date.
Citizens has reaffirmed its Market Outperform rating on Navan Inc (NASDAQ:NAVN) and retained a $25.00 price target, citing the company’s AI-driven business travel platform, robust Q3 growth metrics and an estimated $185 billion addressable market. The firm points to Navan’s high gross margins, guidance toward positive free cash flow by fiscal 2027,…
BofA Securities downgraded Ero Copper from Buy to Neutral and reduced its price target to C$45 from C$49 after the miner issued weaker-than-expected 2026 guidance. The bank cut its 2026 EBITDA estimate by 16% and adjusted its valuation assumptions, while another firm, Freedom Capital Markets, initiated coverage with a Buy and a $32 target.
Citizens raised its price target on EZCORP (NASDAQ:EZPW) to $33.00 from $26.00 while keeping a Market Outperform rating, citing operational improvements, continued store growth and acquisition activity. The move follows a quarter that outperformed expectations on sales and adjusted EBITDA, and comes alongside a recent run-up in the stock price.
Citizens reduced its price target for Genius Sports to $11 from $17 while retaining a Market Outperform rating after the company disclosed leveraged financing for its acquisition of Legend. The stock has tumbled, prompting analyst outreach and additional broker reactions as the market assesses the strategic implications and financing structure.
A Citizens analyst has reiterated a Market Outperform rating on Newmark Group, maintaining a $21.00 price target that implies roughly 25% upside from the current share price of $16.85. The firm points to recent hiring, market share gains in U.S. capital markets and strength in debt financing and alternative assets as drivers of the company’s 20.95%…
Citizens maintained its Market Outperform rating and a $19.00 price target on Cushman & Wakefield (CWK), pointing to ongoing balance sheet strengthening and stronger activity in higher-margin businesses. The firm sees the company’s 15-20% compounded bottom-line growth goal as attainable and values CWK at 13 times estimated 2026 EPS. Barclays has in…
Citizens has reaffirmed its Market Outperform rating on Crown Castle (CCI) and retained a $125.00 price target after the wireless infrastructure operator reported fourth-quarter 2025 results. The quarter was weighed by litigation and contract cancellations involving former customer DISH Network, which now represents roughly 5% of Crown Castle's ann…
Raymond James raised its rating on Lumexa Imaging Holdings (NASDAQ: LMRI) from Outperform to Strong Buy while holding a $23.00 price target. The upgrade comes after a substantial pullback in the stock and ahead of Lumexa’s fourth-quarter earnings report set for February 25. Raymond James’ valuation work highlights significant equity value in uncons…
