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.
3,516 total articles
Citizens trimmed its price target on DoorDash Inc. to $250 from $285 but kept a Market Outperform rating, citing multiple growth avenues and an expectation that 2026 will be an investment year as the company prioritizes scaling before realizing full profitability. The shares trade at $176.19, implying about 42% upside to the revised target, even as…
UBS has upgraded St. James’s Place plc to a Buy rating from Neutral, pointing to an attractive valuation even as the wealth management sector faces fresh questions over artificial intelligence. The bank lowered its price target for the stock to GBP14.65 from GBP15.65 to fold in AI-related risks, while highlighting the company’s relatively low earni…
B.Riley has upgraded Yeti Holdings Inc. (YETI) from Neutral to Buy and increased its price target to $54 from $35, pointing to a recovering drinkware segment and solid fourth-quarter results. The firm's assessment aligns closely with a Fair Value estimate of $54.85 and highlights Yeti's robust margins, net cash position and historical sales growth.
Jefferies upgraded CoStar Group (CSGP) from Hold to Buy and lowered its price target to $67 from $84, citing what it describes as an attractive entry valuation tied to the ongoing debate over Homes.com. The firm projects above-guidance revenue growth and sharply expanding adjusted EBITDA margins through 2030, while activist investor criticism has a…
HSBC moved TechnipFMC from Buy to Hold while raising its 12-month price target to $62 from $49. The change follows a set of mixed quarterly and strong annual results: fourth-quarter revenue and margins dipped sequentially, but full-year 2025 revenue and adjusted EBITDA margins improved. Share repurchases slowed in the quarter despite a new $2 billi…
Morgan Stanley has initiated coverage of GE Aerospace with an overweight rating and a $425.00 price target, pointing to the company’s leading position in the aerospace and defense market, durable above-trend growth prospects, and meaningful long-term pricing power. The firm highlights GE Aerospace’s balance-sheet flexibility, favorable estimated ne…
Citi downgraded Alight Solutions to Neutral from Buy and reduced its price target from $6.50 to $1.00. The stock is trading at $0.81 after steep weekly and annual declines. Recent fourth-quarter 2025 results missed estimates, and the company provided no guidance for 2026, prompting additional analyst caution.
JPMorgan moved Reliance Steel & Aluminum (RS) from Overweight to Neutral and trimmed its price target to $330 from $340 after fourth-quarter results showed adjusted EPS at the low end of expectations once year-end LIFO and tax adjustments were excluded. The bank pointed to rising selling, general and administrative expenses per ton and continued al…
JPMorgan cut its price target on Wayfair Inc. (W) to $105 from $114 while keeping an Overweight rating, citing margin pressure linked to the company's loyalty program even as sales, adjusted EBITDA and market share exceeded expectations. Recent fourth-quarter 2025 results topped EPS estimates and met revenue forecasts, but the stock fell in pre-mar…
HSBC moved Walmart Inc. (WMT) from buy to hold while increasing its price target to $131 from $122, pointing to stretched valuations even as the retailer posted modestly better-than-expected fourth-quarter results. The bank reduced its near-term earnings and adjusted EBIT forecasts after management issued guidance it deemed conservative, and introd…
BMO Capital Markets downgraded Reliance Steel & Aluminum Co. from Outperform to Market Perform and trimmed its price target to $320 from $340, citing a slower-than-expected improvement in margins, a lack of imminent company-specific catalysts and current valuation metrics. The firm nevertheless reiterated that Reliance is a leading metals service c…
Needham increased its price objective on Talkspace Inc. (TALK) to $6.00 from $5.00 while keeping a Buy rating after the company reported a strong quarter and issued fiscal 2026 guidance modestly above consensus. The firm highlighted revenue growth, a healthy gross margin profile, and several potential near-term catalysts across payor, enterprise an…
UBS trimmed its price target on Moody’s Corporation to $490 from $515 and kept a Neutral rating, pointing to elevated valuation relative to peers despite strong recent results and favorable fiscal 2026 guidance. Other analysts adjusted targets as well after Moody’s reported a robust quarter and management outlined growth expectations for 2026.
UBS increased its 12-month price target for Global Payments Inc. to $87 from $80 while retaining a Neutral rating. The move accompanies company guidance for adjusted EPS of about $13.80 to $14.00 in 2026, implying 13% to 15% growth versus a 2025 base of $12.20, and an expectation of adjusted free cash flow conversion above 90%. Market data shows th…
UBS maintained a Neutral rating and a $50 price target on Molson Coors Beverage (NYSE:TAP) after the brewer reported quarterly results that beat on earnings but lagged on underlying sales. While cost savings and a favorable tax rate supported the profit beat, revenue trends and a bottom-line outlook that sits about 15% below Street expectations - o…
UBS has reiterated a Buy rating and set an $85.00 price target on On Holding AG (ONON), implying roughly 78% upside from the prevailing $47.77 share price. The bank's channel checks point to sustained consumer momentum and it models a modest fourth-quarter sales beat ex-currency. UBS also expects fiscal 2026 ex-currency sales growth guidance of abo…
UBS lifted its price objective on Dana Holding (DAN) from $35 to $40 while maintaining a Buy rating, pointing to the company’s recent fourth-quarter 2025 disclosures and forward-looking guidance that indicate sales growth, margin expansion and robust cash-flow generation through 2030. The new target implies nearly 20% upside to the stock’s current …
UBS raised its 12-month price target for Portland General Electric (POR) to $55 from $53 while retaining a Neutral rating, pointing to cost reductions, stronger ratebase growth and progress on balance-sheet repair as key drivers. The firm also lifted its EPS growth forecast for 2026-2030 and highlighted a range of company actions including a public…
UBS raised its price target for Carter’s Inc. to $40 from $33 while keeping a Neutral rating, pointing to improved underlying fundamentals under CEO Doug Palladini. The stock is trading above the new target and has posted notable gains over recent weeks and months. UBS provided updated EPS estimates and highlighted options-implied volatility around…
UBS reiterated its Buy rating on Hasbro with a $99.00 price target, citing the franchise strength of Magic the Gathering and potential digital expansion. The call comes as Hasbro reported robust fourth-quarter results and multiple firms adjusted price targets afterward. Key questions remain about the sustainability of Magic's growth, the scope of d…
Benchmark increased its price target for Halozyme Therapeutics to $90 from $75 and kept a Buy rating after the company reported a 52% year-over-year revenue gain in fourth-quarter 2025. The quarter delivered $451.8 million in revenue, but non-GAAP results were weighed down by acquisition-related charges that produced a $0.24 loss per diluted share.…
Benchmark reaffirmed its Buy rating on Cinemark Holdings (CNK) and set a $35.00 price target, pointing to what it views as a structurally stronger business as the company moves into 2026. The price target implies roughly 31% upside from the current share price of $26.63. While management has driven margin and cash returns through buybacks and conce…
Benchmark reiterated a Buy rating and $190 price target on Live Nation Entertainment (LYV) ahead of the company’s earnings release, while legal challenges and a high valuation keep investor attention focused on both growth and risk. InvestingPro data shows the stock trading modestly below its fair value and highlights mixed signals on profitability…
Benchmark reaffirmed a Buy rating and a $320.00 price target on Wingstop (WING) after the company reported fourth-quarter fiscal 2025 results that outperformed consensus on same-store sales and profitability metrics. Management flagged two strategic priorities - broader use of its Wingstop Smart Kitchen platform and a mid-year launch of the Club Wi…
Benchmark has kept a Buy rating and a $30.00 price target on Lucid Group Inc. (LCID) ahead of the company's fourth-quarter earnings report on Tuesday, Feb. 24. The broker highlighted margin improvement tied to Gravity volume growth and continued discipline on operating expenses, while also flagging cash burn and funding sensitivity into late 2026. …
