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
Lake Street Capital Markets reduced its 12-month price target on LifeVantage Corporation (LFVN) to $5.00 from $12.00 following weaker-than-expected second-quarter results and lower guidance. The firm kept a Buy rating even as the company reported an EPS in line with forecasts but missed revenue, took an inventory obsolescence charge tied to its Min…
RBC Capital has reduced its price target on Arm Holdings to $130 from $140 yet left its Outperform rating intact. The new target implies roughly 11% upside from Arm's quoted share price, while third-party data indicates the stock is trading near fair value. RBC pointed to a softer outlook for fiscal Q4 royalty growth as a near-term headwind, but em…
BMO Capital Markets raised its price objective for Alphabet to $400 from $343 and maintained an Outperform rating, designating the stock a Top Pick. The firm pointed to stronger-than-expected fourth-quarter 2025 results - led by Search and Google Cloud - and highlighted progress in AI adoption and material cost-to-serve improvements. Other analysts…
BMO Capital raised its 12-month price target on Moelis & Company to $78 from $75 and left its Market Perform rating in place after the firm reported fourth-quarter 2025 adjusted EPS of $1.13, beating BMO's $1.09 estimate and well ahead of consensus figures. Revenue strength and a normalization of compensation metrics underpinned the move, though ri…
RBC Capital analyst Ken Herbert views the roughly 14% pullback across defense technology stocks as an opportunity to add exposure, favoring KBR and Mercury Systems. The analyst cites valuation metrics, recent contract awards for KBR, and sector developments such as RTX volume plans, while flagging supply chain timing risks and budgetary confusion t…
BMO Capital has reduced its price objective for Crown Castle to $91 from $97 while keeping an Outperform rating, citing a larger-than-expected impact from DISH Network on the company’s 2026 guidance. UBS also trimmed its target to $105 from $116 after Crown Castle posted stronger-than-expected fourth-quarter 2025 results.
JPMorgan raised its price target on Eli Lilly to $1,300 from $1,150 and kept an Overweight rating after the company reported strong fourth-quarter results and issued fiscal 2026 guidance. The bank cited a "sustainable runway for significant growth" driven by share gains in the underpenetrated obesity and type 2 diabetes markets, aligning with Lilly…
JPMorgan raised its price target on Alphabet to $395 from $385 while keeping an Overweight rating after the company reported robust fourth-quarter results. The update follows strong year-over-year revenue gains led by Search and Google Cloud, a materially larger 2026 capital expenditure outlook and a substantial Cloud backlog, all supported by a ca…
RBC Capital cut its price objective on Equifax Inc. to $222 from $250 while keeping an Outperform stance, noting both near-term market concerns and business drivers that could support revenue growth into 2027. The revised target is said to be close to InvestingPro's Fair Value assessment. RBC highlighted the Online Brand Building Business as a cata…
BMO Capital reduced its price objective on PTC Inc. to $189 from $219 while retaining an Outperform rating after the company's first-quarter fiscal 2026 report. The firm described the quarter as "okay," highlighted sizable contracted deferred ARR as reassurance for back-half revenue acceleration, and pointed to strong profitability and revenue grow…
TD Cowen increased its price target on Bloom Energy Corp. (BE) to $160 from $105 while keeping a Hold rating, pointing to accelerating power demand from data center and commercial and industrial customers that has helped drive a 140% backlog increase. The company's 2026 revenue guidance sits 25% above consensus, and recent quarterly results topped …
BMO Capital reduced its price target for FirstService Corp (FSV) to $202 from $209 while retaining an Outperform rating. The adjustment follows the company’s fourth-quarter 2025 results, which BMO described as a beat driven by stronger-than-expected adjusted EBITDA in the FirstService Residential segment and in-line performance from FirstService Br…
BMO Capital reduced its price target on Novo Nordisk to $45.00 from $57.00 while keeping a Market Perform rating, citing a "challenging quarter" and "very real headwinds." The stock has tumbled sharply in recent trading and faces guidance pointing to a year-over-year sales decline at constant exchange rates, even as recent quarterly results beat ex…
Goldman Sachs has downgraded Atlas Copco AB from Buy to Neutral and cut its price target to SEK184.00 from SEK186.00. The bank points to foreign exchange and tariff pressures that it expects will counterbalance growth in the company’s Vacuum Technique unit, even as that division benefits from a projected semiconductor recovery. Valuation metrics an…
Cantor Fitzgerald reduced its price objective for Snap Inc. to $7 from $9 while keeping a Neutral rating, following a volatile week in which shares fell more than 26%. Snap reported fourth-quarter revenue and EBITDA that marginally outpaced expectations, but daily active users lagged forecasts and the company remains loss-making on a trailing-12-mo…
Cantor Fitzgerald cut its price target on Uber Inc. (UBER) to $92 from $99 but kept an Overweight recommendation following the company's fourth-quarter report. The revised target aligns closely with InvestingPro's Fair Value view. The note highlights progress across Uber's core businesses while flagging unresolved questions around autonomous vehicl…
BMO Capital has trimmed its 12-month price target for Gartner to $188 from $258 while maintaining a Market Perform rating, highlighting persistent weakness in contract value (CV) expansion driven by federal government client turnover and a tough sales environment. The firm also lowered its estimates for the research and advisory company after manag…
TD Cowen raised its price target on Alphabet to $365 from $355 and maintained a Buy rating after the company reported results that beat expectations on revenue and operating income. Cloud outperformance offset a modest YouTube revenue shortfall, while management signaled AI-driven momentum and issued significantly higher 2026 capex guidance. The fi…
Cantor Fitzgerald increased its 12-month price target for Powell Industries to $481 from $427 while leaving its rating at Neutral. The adjustment follows Powell’s fiscal first-quarter 2026 results, which included an EPS beat and revenue growth, and reflects modest upward estimate revisions driven by stronger orders, backlog and operating execution.…
Goldman Sachs increased its price target on Rockwell Automation to $458.00 while retaining a Neutral rating, citing first-quarter results that beat expectations and management guidance that the bank views as cautious. Rockwell raised fiscal 2026 EPS guidance on a lower tax-rate assumption and reported quarterly earnings and revenue above projection…
Barclays reduced its price target on Atlassian Corporation (TEAM) to $165 from $215 while retaining an Overweight rating. The bank's adjustment reflects lower peer equity valuations rather than company-specific performance, even as Atlassian reported strong fiscal Q2 FY26 results, robust Cloud migration signals, expanding paid seats and improved re…
Barclays trimmed its price target on KKR & Co. to $136 from $159 while keeping an Overweight rating after the private equity firm reported fourth-quarter results that missed certain expectations. The quarter showed a mixed performance: adjusted EPS fell short, fundraising was solid though slightly below consensus, realizations met expectations, and…
DA Davidson raised its price target for BellRing Brands (BRBR) to $34 from $32 and kept a Buy rating after the company's recent quarterly report. Shares trade around $19.48, close to their 52-week low, with the firm noting the market is pricing in considerable downside for the Premier Protein brand despite improving consumption trends and healthy c…
Needham has retained its Buy rating and $300 price target on Reddit (RDDT) after the company reported robust fourth-quarter 2025 results. Strong revenue and adjusted EBITDA beats, rapid user monetization and accelerating margins led Needham to keep Reddit as its top stock pick for 2026, even as other firms issued a range of price-target adjustments…
D. Boral Capital downgraded CollPlant Holdings Inc. (NASDAQ:CLGN) from Buy to Hold on Friday, citing the company’s recently announced $2.0 million registered direct financing and a material gap between reported third-quarter revenue and analyst expectations. The downgrade comes as the stock has plunged 60.32% over the prior week, trading at $0.75 a…
