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
KeyBanc reduced its price objective on Coursera Inc. to $10 from $12 while retaining an Overweight rating. The move follows fourth-quarter results that beat revenue expectations and initial 2026 revenue guidance that also topped estimates, even as margin guidance and an expected Enterprise slowdown temper enthusiasm. Share price sits near its 52-we…
Benchmark raised its price target on XPO to $210 from $165 and kept a Buy rating after the company posted stronger-than-expected fourth-quarter results and continued LTL margin improvement. Multiple other brokerages also increased targets following XPO’s results, which included adjusted diluted EPS of $0.88 and an LTL adjusted operating ratio of 84…
Bernstein SocGen has reduced its 12-month price target for Boston Scientific to $112 from $130 but retained an Outperform rating following a weaker-than-expected quarter in U.S. electrophysiology sales. The company’s Q4 EP revenue of $606 million fell short of the $643 million consensus, coinciding with an 18% slide in the stock amid heightened inv…
Bernstein SocGen Group raised its price target on Hershey to $250 from $192 and maintained a Market Perform rating after the confectioner issued 2026 EPS guidance well above consensus. The stock has already rallied sharply, while other firms also increased targets following stronger-than-expected fourth-quarter results and an improved fiscal 2026 o…
Bernstein SocGen Group lowered its 12-month price target for Sea Ltd. to $170.00 from $185.00 while retaining an Outperform rating. The move comes as the stock trades well below that target, near a 52-week low, after shedding roughly half its value. The firm’s analyst called the AI-related decline excessive and pointed to on-the-ground proprietary …
Benchmark increased its price target on Patrick Industries to $150 from $140 and kept a Buy rating after the company reported results Benchmark described as a 'clean beat.' The stock climbed following an upbeat conference call, and BMO Capital separately raised its target to $155 after Patrick Industries exceeded Q4 2025 revenue and earnings foreca…
Piper Sandler trimmed its price target on Amazon to $260 from $300 while retaining an Overweight rating, pointing to a $200 billion capital expenditure forecast for 2026 that it called meaningfully above expectations. The move follows fourth-quarter results showing AWS growth of 24% year-over-year and $716.92 billion in annual revenue, but it comes…
Piper Sandler reduced its price target for Impinj Inc. to $180 from $230 while retaining an Overweight rating following mixed quarterly results and a logistics-customer inventory overhang. The firm flagged roughly two weeks of excess inventory at a second logistics customer and said a ramp of a custom chip will need to drive depletion of the older …
Piper Sandler lowered its price target for Atlassian Corporation (NASDAQ: TEAM) to $200 from $280 while retaining an Overweight rating. The move follows Atlassian’s second fiscal quarter results, which the firm called "solid," and reflects the stock’s steep decline over the past year. Other brokerages have also adjusted targets following the earnin…
Piper Sandler raised its price objective on ConocoPhillips to $111 from $108 and kept an Overweight rating, citing the company’s resource quality and a projected multi-year increase in free cash flow. The move follows a quarter in which ConocoPhillips posted adjusted EPS of $1.02 and revenue of $13.82 billion, results that missed some Street foreca…
Stifel has maintained a Buy rating and a $155.00 price objective on Illumina (ILMN) after the company pre-announced stronger-than-expected fourth-quarter results. The research house sees upside to full-year figures driven by a favorable clinical versus research revenue mix supporting mid-single-digit consumables growth, while noting that upcoming i…
Stifel reiterated a Buy rating and a $300.00 price target on Amazon.com (AMZN) after the company delivered stronger-than-expected fourth-quarter results. The firm incorporated Amazon's aggressive 2026 capital expenditure guidance into its forecasts but still cited several durable positives, including accelerating AWS growth, improving North America…
Cantor Fitzgerald reiterated an Overweight rating and a $100.00 price target on Microchip Technology (MCHP) after the company's fiscal third-quarter 2026 results, highlighting stronger bookings, margin expansion, healthy channel inventories and growing backlog that point to a cross-market recovery. The target implies roughly 35.6% upside from the c…
RBC Capital reduced its price target on O’Reilly Automotive to $109 from $111 while leaving its rating intact after the parts retailer reported quarterly results that fell short of heightened investor expectations. The firm raised its Q1 comparable-sales assumption but trimmed near-term EPS estimates, pointing to persistent elevated costs and softe…
RBC Capital reduced its price target on Ralliant Corp. to $41 from $52 while keeping its rating, following 2026 guidance that landed about 15% below consensus. The bank attributed the shortfall to unexpected segment-level operating costs after the spin rather than loss of market share or weak demand. Ralliant also recorded a $1.4 billion impairment…
Summary: Piper Sandler reduced its price target for Reddit (NYSE: RDDT) to $205.00 from $290.00 while retaining an Overweight rating. The firm said the adjustment is driven by a contraction in valuation multiples rather than deterioration in Reddit’s reported operating performance. Reddit’s most recent quarter showed substantial top-line growth and…
RBC Capital raised its price target on Fortinet to $90 from $85 while keeping its rating unchanged, citing a quarterly result that was "much better than feared" and encouraging product-level growth. Fortinet reported Q4 2025 results that beat expectations and continues to deliver robust gross margins and revenue growth, though service revenues have…
DA Davidson has raised its 12-month price target on Construction Partners Inc. (NASDAQ: ROAD) from $120 to $130 but retained a Neutral rating. The firm cited the company’s stronger-than-expected first-quarter results and management’s updated guidance as reasons to increase estimates modestly, even as it noted slower organic growth in Q1 and potenti…
DA Davidson increased its 12-month price target for Hershey to $243 from $207 but left its rating at Neutral. The firm pointed to an accelerated path to earnings restoration supported by product elasticity and a healthy innovation pipeline, even as the company faces potential headwinds from MAHA, GLP-1 medications, and SNAP program changes. Recent …
Cantor Fitzgerald lowered its price objective on Reddit Inc. (RDDT) to $170 from $240 while retaining a Neutral rating. The downgrade in target reflects a reduction in the valuation multiple applied to FY26E/FY27E EBITDA as the firm flagged uncertainty around Reddit's user growth trajectory, even as the company delivered robust fourth-quarter resul…
DA Davidson reduced its price target for monday.com Ltd. (NASDAQ: MNDY) to $150 from $250 but kept a Buy rating, adjusting fiscal 2026 projections to reflect extended sales cycles. The firm reported mixed customer feedback on newer product adoption, flagged particular weakness in the Service offering, and reiterated that the core work management pr…
RBC Capital reiterated an Outperform rating and a $300 price target on Amazon (AMZN) after the company reported quarterly results. The firm praised AWS acceleration and highlighted strong revenue growth and rising chip sales, but flagged higher-than-expected 2026 capital expenditures of $200 billion and potential margin pressure from Project Leo as…
Bernstein reiterated an Outperform rating and a $1,300 price target on Eli Lilly after the company reported fourth-quarter results that outpaced estimates on both revenue and earnings per share. The strong report and investor guidance sent the stock higher, and Bernstein highlighted the upcoming orforglipron (Orfo) launch and the growth trajectory …
TD Cowen trimmed its price target on Amazon.com (AMZN) to $300 from $315 while preserving a Buy rating, citing concerns tied to the company’s elevated 2026 capital expenditure guidance. The move sits within a broader analyst landscape that still favors Amazon, but several firms reduced targets after the quarterly report highlighted stronger-than-ex…
JPMorgan increased its price objective for Johnson Controls (JCI) to $158 from $138 and retained an Overweight rating following the company's fiscal first-quarter 2026 results. The stock, trading around $135.33, has rallied recently and sits near its 52-week high. Analysts have nudged earnings estimates higher for FY2026, and JPMorgan highlighted w…
