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
Canaccord Genuity raised its price target on Spectrum Brands (SPB) to $94 from $84 and kept a Buy rating after the company reported first-quarter results that beat expectations on revenue, adjusted EBITDA and adjusted EPS. The upgrade comes alongside Oppenheimer raising its target to $85 and maintaining an Outperform rating. Spectrum Brands sustain…
Truist Securities reduced its price target for Gartner (NYSE: IT) to $170 from $300 while retaining a Buy rating, after fourth-quarter contract value results disappointed. Gartner shares have slid roughly 71.55% over the past year and are trading well below their 52-week high. Management commentary on a tough selling environment and changes to the …
Mizuho raised its price target on WEC Energy Group to $121 from $117 and retained an Outperform rating, citing expanded corporate demand and a heavier capital program. The utility reported full-year 2025 EPS modestly above estimates, set a 2026 guidance range, and flagged multi-state regulatory events and a sizeable customer-driven capex increase. …
Mizuho lowered its 12-month price target for O’Reilly Automotive to $105.00 from $110.00 while retaining an Outperform rating, following the company’s recent earnings call. The bank adjusted its financial models to reflect management commentary about rising self-insurance and other operating expenses, even as revenue growth and gross margins remain…
Wells Fargo raised its price objective on XPO to $205 from $147 and reiterated an Overweight rating, pointing to an improving operating ratio and conservative 2026 assumptions. The stock has jumped sharply in recent days and now trades near its 52-week high, while multiple other brokerages have also increased targets amid better-than-expected resul…
Benchmark has maintained its Buy rating and $705.00 price target on Strategy (NASDAQ:MSTR), basing the valuation on a multi-part sum-of-the-parts analysis through year-end 2026 that incorporates bitcoin holdings, a 10x multiple of estimated bitcoin dollar gains for fiscal 2026, and the projected value of the company’s software operations. The decis…
Wells Fargo lowered its price target on OneMain Holdings (NYSE: OMF) to $70 from $75 but kept an Equal Weight rating, citing persistent inflation and a cloudy macroeconomic outlook that have prompted OneMain to retain conservative underwriting. The stock trades well below the revised target, and the company’s financial metrics remain constructive, …
H.C. Wainwright resumed coverage of NovaBridge Biosciences with a Buy rating and raised its price target to $9 from $7 following encouraging Phase 1b topline results for givastomig in combination with nivolumab and chemotherapy in first-line HER2-negative metastatic gastric cancer. The data show high objective response rates across dosing cohorts w…
H.C. Wainwright increased its price objective for Imunon (NASDAQ: IMNN) to $25 from $14 while retaining a Buy rating, citing the company’s shift to concentrate resources on its Phase 3 OVATION 3 study in newly diagnosed advanced ovarian cancer patients. The move follows a strategic restructuring to reduce operating expenses, a December registered d…
Stephens reduced its price target for Affirm Holdings Inc. to $65 from $75 and kept an Equal Weight rating, attributing the move to compression in peer multiples even after Affirm delivered fiscal Q2 results that beat estimates and lifted fiscal 2026 guidance. Other broker moves were mixed, with UBS, Needham and Citizens issuing varied targets and …
Cantor Fitzgerald reduced its price target on Iris Energy (IREN) to $82 from $136 but maintained an Overweight rating, following a quarter that saw revenue and adjusted EBITDA decline as the company transitions capacity from Bitcoin mining to AI compute. Management has secured major financing for GPU procurement and reiterated multi-billion-dollar …
Wells Fargo analyst Mohit Bansal raised his price target on Bristol-Myers Squibb to $60 from $55 and kept an Equal Weight rating, citing upside to 2026 guidance and a pipeline of readouts. The stock trades near the new target and recent quarterly results beat expectations, while competing clinical data attracted additional analyst endorsement.
Canaccord Genuity reaffirmed its Buy rating and $10.00 price objective on Peloton Interactive after the company reported fiscal second-quarter 2026 results on February 5. Peloton missed revenue expectations, posted a wider-than-expected per-share loss, and saw a year-over-year decline in active subscribers even as retention improved. Analysts point…
Oppenheimer increased its price target for Acadia Pharmaceuticals (ACAD) to $23 from $21 and retained an Outperform rating after discussions with management about the company's longer-term revenue plan, which targets roughly $1.7 billion in annual sales by 2028. The outlook factors in continued Nuplazid growth, accelerated Daybue uptake with a new …
Stifel raised its price objective on MGM Resorts to $50 from $45 and kept a Buy rating, citing a pathway for Las Vegas Strip EBITDA growth in the second half of 2026 and a 2027 sum-of-the-parts valuation underpinning the updated target. The stock trades well below the new target and carries a high reported P/E; recent quarterly results exceeded exp…
Guggenheim lowered its price target on Atlassian (TEAM) to $190 from $225 but maintained a Buy rating. The move follows a quarter in which Atlassian delivered a "clean Cloud beat and raise," with significant product and financial metrics highlighted by the firm even as the stock trades near its 52-week low. Canaccord Genuity also trimmed its target…
Canaccord Genuity has reaffirmed a Hold rating and a $150.00 price target on Illumina (ILMN) after the company released fourth-quarter 2025 results that matched prior guidance and analyst expectations. Strength outside China and ongoing adoption of the NovaSeq X platform helped drive outperformance in consumables, while management set 2026 revenue …
DA Davidson increased its price target on Barrick Gold Corp. to $60 from $53 while retaining a Buy recommendation following a second-quarter performance that topped consensus across revenue, EBIT and EBITDA. The firm highlights accelerating retail-versus-spot spreads that began widening late in Q2 2026 and continued into Q3 2026, strong liquidity a…
Needham raised its 12-month price target for Microchip Technology (NASDAQ:MCHP) to $84.00 from $77.00 while reaffirming a Buy rating, citing an improving demand environment and better-than-expected margin performance. The new target implies only modest upside from the shares' recent trading level, which sits near a 52-week high after strong 12-mont…
Oppenheimer trimmed its price target for Roblox Corp. (RBLX) to $130 from $150 but retained an Outperform rating, citing valuation pressures even after the company posted stronger-than-expected fourth-quarter 2025 bookings and user gains. Other firms have issued a range of price-target adjustments, reflecting divergent assessments of growth durabil…
UBS raised its price objective for Hershey Co. to $236 from $210 after the company posted stronger-than-expected fourth-quarter organic sales, margin improvement and a fiscal 2026 outlook that outpaced consensus at the low end by about 15%. The analyst house kept a Neutral rating, citing a valuation premium versus the packaged food sector despite m…
Needham lowered its price objective for Roblox Corp. to $105 from $159, attributing the change to a broader technology sector sell-off while retaining a Buy rating. The firm raised its 2026 adjusted EBITDA forecast after Roblox issued guidance calling for 22-26% bookings growth. The company reported fourth-quarter 2025 results that beat revenue and…
Needham reduced its price objective for Genpact Ltd. to $50 from $53 but kept a Buy rating, attributing the change to broader multiple compression in software and IT services rather than company-specific weaknesses. Genpact delivered stronger-than-expected fourth-quarter results, with growth driven by its Advanced Technology Solutions unit and risi…
UBS reduced its price target for Roblox Corp. (RBLX) to $74 from $103 while keeping a Neutral rating, citing growing worries about artificial intelligence-driven competition in gaming. The new target remains above the current share price of $60.57, even as the stock has fallen sharply in recent periods. UBS says changing the narrative around AI ris…
Needham has increased its price target for Monolithic Power Systems (MPWR) to $1,300 from $1,250 while retaining a Buy recommendation following the company's latest quarter. The upgrade reflects strong results, an improved outlook in the Enterprise Data segment, and favorable demand signals across Monolithic's channels. The company also disclosed a…
