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
Kepler Cheuvreux upgraded AP Moller Maersk from Reduce to Hold and lifted its price target to DKK16,185 from DKK11,000 after stronger-than-expected fourth-quarter results. While 2026 guidance implies lower earnings due to weaker rates, the research house has revised rate assumptions upward from previously very low levels and anticipates a bottoming…
Goldman Sachs increased its price target on MGM Resorts to $34 from its prior target while retaining a Sell rating, citing uneven performance at Las Vegas operations and a one-time favorable hold boost to fourth-quarter results. The firm nudged up 2026 EBITDAR forecasts, and other analysts have also adjusted targets as MGM reported better-than-expe…
Barclays lowered its 12-month price objective on OpenText to $30 from $39 while retaining an Equalweight rating, pointing to modest growth prospects and delayed recovery in Annual Recurring Revenue. The company reported solid Q2 profitability and strong gross margins but faces subdued revenue expansion through fiscal 2026. OpenText announced the sa…
Wolfe Research cut its price objective for Bill.com Holdings Inc. to $60 from $70 while keeping an Outperform rating, a move that comes after the company reported stronger-than-expected fiscal second-quarter 2026 results and lifted its full-year guidance. The stock trades near its 52-week low and pared recent losses, even as other firms adjusted ta…
Piper Sandler lowered its price target on Doximity Inc to $40 from $70 while keeping an Overweight rating, pointing to slow bookings in recent fiscal quarters and an uneven start to calendar 2026. The firm flagged decelerating market growth and elongated sales cycles as pharmaceutical customers tighten budgets amid macroeconomic volatility, even as…
Baird has reaffirmed its Outperform rating on Knowles Corporation and maintained a $30.00 price target, citing accelerating organic revenue driven by new design wins, a robust backlog and improving gross margins. The firm notes normalized channel inventories and says Knowles is managing through a tightening environment without notable supply constr…
Barclays trimmed its price target on TPG Inc. to $69 from $78 while keeping an Overweight rating, citing the company’s latest quarterly results and fundraising momentum. TPG reported fourth-quarter 2025 EPS of $0.71 and raised more capital than expected, and management issued positive FY26 fundraising and margin guidance. Goldman Sachs also reaffir…
Guggenheim raised its price objective on Merck to $140 from $122 and maintained a Buy rating after the company reported fourth-quarter 2025 results. While earnings largely aligned with expectations, Merck's 2026 revenue guidance came in below consensus. Guggenheim updated its long-term model - altering assumptions on the timing of loss of exclusivi…
Telsey Advisory Group maintained an Outperform rating and a $14.00 price target on Coursera Inc. after the company's fourth-quarter 2025 results, which topped firm forecasts for revenue and adjusted EBITDA. Coursera provided 2026 revenue and adjusted EBITDA guidance that exceeded Telsey and FactSet consensus estimates. Other broker reactions were m…
Guggenheim boosted its price objective for Bristol-Myers Squibb Co. to $72 from $62 and kept a Buy rating, pointing to a more confident view of the drugmaker's catalyst-driven 2026 profile after recent guidance that topped sell-side expectations. The firm raised success probabilities for key pipeline programs and increased risk-adjusted revenue for…
TD Cowen has reiterated a Buy rating and a $100.00 price target on Fortinet (FTNT) following the company’s robust 2025 year-end results. The firm’s target corresponds with InvestingPro’s assessment that Fortinet appears undervalued relative to its current share price of $78.93. Fortinet delivered double-digit product and billings growth, maintained…
Needham Capital reiterated its Buy rating and $75 price target on Bill.com Holdings Inc. (BILL) following the company’s fiscal second-quarter results, citing revenue and operating income that exceeded expectations and early traction for new artificial intelligence agents. The $75 target implies roughly 110% upside from the stock’s recent price near…
Evercore ISI cut its price target on Bill.com Holdings Inc. (NYSE: BILL) to $42 from $48 while maintaining an "In Line" rating, citing limited visibility into key growth levers despite the company’s attractive margins and a better-than-expected fiscal Q2 2026. Bill.com shares trade near their 52-week low after a steep weekly decline.
Canaccord Genuity trimmed its price target on Bark Inc. (BARK) to $1.50 from $2.00 and held a Hold rating after the pet-products company posted a fiscal third-quarter performance that combined a revenue shortfall with stronger-than-expected profitability and improved customer acquisition efficiency. Investors continue to weigh pending take-private …
Scotiabank reduced its price target for Amazon.com (NASDAQ:AMZN) from $300 to $275 while retaining a Sector Outperform rating. The cut follows Amazon’s recent results and guidance that include an accelerated cloud business yet sharply higher capital expenditure expectations for 2026. Analysts remain split on the stock’s near-term trajectory even as…
Canaccord Genuity elevated its price target on EZCORP to $34 from $28 and retained a Buy rating after the pawn-shop operator reported a quarter marked by double-digit top-line growth, expanding pawn loans and margin improvement. The results beat expectations, with adjusted EBITDA and EPS ahead of consensus, and the company continued to add stores a…
Needham has reiterated a Hold rating on Peloton Interactive (PTON), citing persistent revenue weakness even as adjusted EBITDA and free cash flow metrics have improved. The stock trades near its 52-week low, and analysts point to mixed near-term results and divergent price targets from peers as the company works to stabilize customer acquisition an…
Evercore ISI analyst Kirk Materne reaffirmed an Outperform rating on LiveRamp Holdings Inc and kept a $37.00 price target after the company reported fiscal third-quarter results. The price objective implies roughly 65% upside from the current share price of $22.42, with the stock trading near its 52-week low. LiveRamp posted $212 million of revenue…
Needham cut its price target on Doximity to $55 from $75 while retaining a Buy rating after the company posted fiscal third-quarter results that exceeded forecasts but offered disappointing guidance for the fourth quarter. The weaker outlook was linked to timing shifts from Most Favored Nation agreements with major pharmaceutical firms and a weaker…
Evercore ISI trimmed its price target on Amazon to $285 from $335 while retaining an Outperform rating, citing guidance for roughly $200 billion in capital expenditure for 2026 that could push the company into negative free cash flow that year. Analysts remain divided on the stock as AWS posts strong growth but questions persist about near-term cas…
Oppenheimer left its Perform rating on Rockwell Automation (ROK) following the company’s fiscal first-quarter 2026 results. Rockwell beat consensus expectations on both revenue and earnings and reaffirmed its fiscal year 2026 sales and margin guidance, but the stock fell amid concerns about current valuation metrics and a high P/E relative to its F…
Mizuho increased its price target on Magnolia Oil & Gas Corp. (MGY) to $30.00 from $29.00 while keeping an Outperform rating, citing quarterly results that beat EBITDX consensus by roughly 2% thanks to lower cash costs and slightly stronger oil volumes. Other major brokers have also adjusted views, with upgrades from BofA Securities and Wells Fargo…
Mizuho reduced its price target for Fluence Energy (FLNC) to $13 from $15 and held an Underperform rating after the company disclosed $20 million in cost overruns across two international projects in the first fiscal quarter. The bank shifted revenue and EBITDA estimates toward the midpoint of guidance, cited heavier second-half weighting for resul…
Canaccord Genuity has reiterated its Buy rating and $50.00 price target on Bullish (NYSE: BLSH), citing the company’s expanding business lines, robust margins in the fourth quarter, and significant revenue growth driven by its options platform and liquidity services. The stock trades near its 52-week low, while trading volumes and corporate develop…
BTIG raised its price target on Bloom Energy Corp. to $165 from $145 and kept a Buy rating after the fuel-cell provider reported fourth-quarter 2025 results that beat estimates and issued 2026 guidance above Street expectations. The company showed higher-than-expected revenue, improved non-GAAP gross margins and a sizeable forecast for both top-lin…
