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
TD Cowen has reissued a Sell rating and a $70 price target on Roblox Corp. following the company's fourth-quarter report. While bookings largely matched expectations and revenue has risen materially year-over-year, the research team warns that engagement metrics have softened since last summer and since December versus seasonal norms, creating an e…
TD Cowen increased its price target for Monolithic Power Systems (MPWR) to $1,350 from $1,250 while retaining a Buy rating. The firm pointed to a stronger outlook for Enterprise Data, improving visibility in AI infrastructure, and upside to revenue estimates after Monolithic posted better-than-expected Q4 2025 results. Valuation metrics show a prem…
TD Cowen increased its price objective for Adeptus Biotechnologies Corp. (NASDAQ: ADPT) to $21.00 from $20.00 while leaving its rating unchanged. The revision follows the company's pre-announced fourth-quarter results and an upbeat investor call that emphasized ongoing demand and price resilience for the ClonoSEQ assay. The shares traded higher aft…
Stifel raised its price target on Coherent (COHR) to $235 from $220 and kept a Buy rating after the company reported fiscal Q2 2026 results that outperformed consensus. Coherent posted $1.69 billion in revenue and adjusted EPS of $1.29, ahead of analyst estimates, while datacenter bookings paced a 34% segment growth and management reported a fourfo…
Truist Securities trimmed its price target for Snap Inc. to $8.00 from $11.00 while keeping a Hold rating after the company's fourth-quarter 2025 results and first-quarter 2026 guidance. The firm cited disciplined cost management against advertising growth that remains subdued, solid liquidity on the balance sheet, and mixed demand trends across cu…
Stifel increased its price target on Bio-Techne Corp. (NASDAQ:TECH) to $65 from $60 while retaining a Hold rating after the company reported quarterly results that exceeded expectations. The price target adjustment reflects an OEM order that was brought forward into the second quarter and a string of operational offsets to margin pressure, even as …
Stifel reduced its 12-month price target on Equifax to $235 from $253 while retaining a Buy rating, citing the potential for margin dilution tied to FICO’s planned price increase and Equifax’s decision not to pass that increase through to mortgage report customers. The company reported modest beats in fourth-quarter 2025 results and continues to de…
Truist Securities increased its price target on Old Dominion Freight Line to $225 from $185 and kept a Buy rating, citing an improved company tone and supportive Manufacturing PMI despite trimming 2026 EPS estimates. The stock trades near $200, while other brokerages offered varied responses to the carrier's latest quarter that mixed an EPS beat wi…
BMO Capital raised its price target on Avery Dennison (NYSE:AVY) to $224 from $215 and retained an Outperform rating. The firm expects earnings per share growth to inflect and reaccelerate in 2026 and 2027 after a difficult 2025, citing strength in the company’s IL platform, benefits from past M&A and buybacks, and easier year-over-year comparisons…
BMO Capital reduced its price target on IQVIA Holdings to $250 from $260 while retaining an Outperform rating, citing artificial intelligence as a potential competitive threat and a somewhat softer 2026 revenue outlook for the company’s Research & Development Solutions segment. The move follows strong fourth-quarter results but comes amid a sharp s…
KeyBanc lowered its price target for Arm Holdings to $170 from $200 while retaining an Overweight rating. The move follows a strong fiscal third-quarter performance but reflects concerns about memory pricing and shortages that could weigh on handset royalty growth. Arm's pivot toward data center royalties and initiatives in AI and robotics continue…
KeyBanc Capital Markets increased its price target for Alphabet to $370 from $360 and kept an Overweight rating, pointing to faster Cloud growth and broad strength across Google Services. The move follows robust revenue expansion and a series of analyst target adjustments after Alphabet's fourth-quarter performance.
KeyBanc Capital Markets raised its price target on Murphy USA to $500 from $460 and kept an Overweight rating after the company reported fourth-quarter results that outperformed on earnings but missed on revenue. The move places the target near the upper end of analyst estimates, while company guidance and commentary from new CEO Mindy West underli…
BMO Capital lowered its price target on Paylocity Holding (PCTY) to $150 from $185 while retaining an Outperform rating after a quarter described as "good, but not great." The firm cited lighter-than-expected recurring growth upside, but said double-digit growth exiting fiscal 2026 remains achievable. Paylocity reported Q2 2026 results that beat co…
KeyBanc raised its price target on BKV Corp to $34 from $30 and kept an Overweight rating, following the earlier-than-expected close of the Power WI acquisition and subsequent modeling updates. The bank highlighted a potential hyperscaler agreement and the importance of increasing the Temple complex capacity factor as a key 2026 catalyst. Recent co…
BMO Capital reduced its price target for Bill.com to $46 from $50 while retaining a Market Perform rating, citing lingering macro worries tied to artificial intelligence that are weighing on near-term sentiment. The payments-software company reported stronger-than-expected fiscal second-quarter results and maintains high gross profit margins, but s…
Piper Sandler has reaffirmed an Overweight rating on DexCom with a $75.00 price objective, underscoring a bullish consensus and pointing to a potentially underappreciated CMS NIT2 coverage expansion. The firm expects regulatory developments in 2026 to materially improve NIT2 adoption and views several operational catalysts - including a 15-day sens…
Piper Sandler raised its price objective on Align Technology (ALGN) to $220 from $200 and kept an Overweight rating after the company posted fourth-quarter revenue and earnings that topped Street expectations. Align delivered $1,048 million in revenue, 5% year-over-year growth, and earnings per share of $3.29, ahead of the consensus estimate of $2.…
Piper Sandler raised its price target on Alphabet Inc. (GOOGL) to $395.00 from $365.00 and maintained an Overweight rating following the company’s fourth-quarter 2025 results. The firm cited stronger-than-expected top-line growth and modest EBITDA outperformance, even as management outlined a significantly larger capital expenditures plan for 2026 …
Piper Sandler has kept an Overweight rating and a $200 price target on Qualcomm following the company’s December 2026 quarter results. The firm cites continued long-term upside tied to upcoming data center clarity, while near-term handset revenue is being constrained by persistent memory shortages and weaker March guidance.
Piper Sandler reiterated an Overweight rating and a $48.00 price target on Chewy Inc. even as the stock has significantly underperformed year-to-date. The firm pointed to three main headwinds - cautious 2026 guidance, uncertainty about pet ownership trends following Tractor Supply’s results, and the lingering stake held by BC Partners - while notin…
KeyBanc Capital Markets lifted its price target on Modine Manufacturing to $250 from $205 and kept an Overweight rating after the company's fiscal third-quarter 2026 results. The upgrade reflects stronger-than-expected execution in Modine's data center business, capacity expansion and sequential margin gains. Modine reported EPS of $1.19 and revenu…
RBC Capital reiterated an Outperform rating and a $39.00 price target on EyePoint Pharmaceuticals (EYPT), pointing to encouraging Phase I/II data for long-acting tyrosine kinase inhibitors and company strategy around wet age-related macular degeneration and diabetic macular edema programs. The stock has fallen roughly 30% year-to-date, but RBC proj…
RBC Capital reiterated an Outperform rating and $30.00 price target on Ocular Therapeutix (OCUL), pointing to meaningful upside from the current share price and continued confidence in the upcoming SOL-1 pivotal readout. The firm highlighted recent share underperformance, proprietary trial modeling, a new commercial hire, and the company’s decision…
Piper Sandler lowered its price target on Snap Inc. to $8 from $10 and kept a Neutral rating after the company’s recent results. The firm cited softer daily active user trends and higher expected expenses as the rationale, even as revenue and EBITDA modestly outperformed expectations and Snap’s subscription business showed momentum. Management guid…
