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
Susquehanna has reaffirmed a Positive rating on Amazon.com with a $300 price target, pointing to sustained demand for Amazon Web Services (AWS) and accelerated cloud growth. The broker notes solid fourth-quarter results, a revenue increase over the past year, elevated capital expenditure projections and a mixed set of analyst reactions that undersc…
Freedom Capital Markets upgraded Roblox Corp. (NYSE: RBLX) from Hold to Buy while retaining an $85 price target, pointing to a better-than-expected FY:26 bookings outlook and sustained platform momentum. The stock trades around $60.57, well below levels at the start of the firm's coverage, and recent quarterly results beat revenue and EPS forecasts…
TD Cowen increased its 12-month price target for Hershey (HSY) to $210 from $195 and held a Hold rating. The firm expects material gross margin improvement beginning in 2026 and further expansion in 2027, but it warns that factors including GLP medications, SNAP benefit reductions and discretionary spending shifts could impede a return to peak earn…
Susquehanna reiterated a Positive rating and a $50.00 price target on LiveRamp Holdings Inc. (NYSE: RAMP) after the company reported third-quarter fiscal results that slightly exceeded analyst expectations on revenue and meaningfully on profitability metrics. Key operational metrics - including subscription revenue growth, sequential client additio…
Canaccord Genuity reaffirmed its Buy rating and $300.00 price target on Amazon following the company's fourth-quarter results, highlighting accelerating growth at Amazon Web Services (AWS) and a sizable capital expenditure plan for 2026 centered on cloud capacity. The firm views any market pullback as a buying opportunity for multi-year investors, …
Needham reduced its price target on SS&C Technologies to $95 from $105 while keeping a Buy rating. The firm said the adjustment reflects broad multiple compression across the software sector rather than company-specific issues. SS&C reported record revenue and EBITDA, delivered 5.3% year-over-year organic growth on a foreign-exchange-neutral basis …
Truist Securities trimmed its price target on Qualys to $120 from $130 and maintained a Hold rating following the company’s fourth-quarter 2025 results and initial fiscal 2026 guidance. Although Qualys exceeded guidance and consensus on revenue and earnings, Truist flagged a modest decline in net dollar retention and a projected deceleration in yea…
Stifel raised its 12-month price target on Boyd Gaming (NYSE: BYD) to $95 from $90 while retaining a Hold rating. The firm highlighted resilient revenue growth, better-than-expected core operations after adjusting for weather impacts, a robust gross profit margin and a strong balance sheet that supports buybacks and dividend increases. Recent fourt…
Canaccord Genuity cut its price target on Atlassian (TEAM) to $185 from $230 but left its Buy rating intact. The broker emphasized accelerating RPO growth, robust gross margins, cloud net revenue retention above 120% and strong enterprise deal flow. Atlassian reported fiscal Q2 2026 results that exceeded analyst forecasts on both EPS and revenue, y…
BTIG raised its price target on Adeptus Biotechnologies Corp. (NASDAQ:ADPT) to $22.00 from $21.00 and maintained a Buy rating after the company reported robust Minimal Residual Disease (MRD) performance. Adeptus is trading at $16.47 with a $2.51 billion market capitalization and has returned 105.62% over the past year. The firm delivered double-dig…
Goldman Sachs reduced its 12-month price target for Blue Owl Capital (NYSE: OWL) to $14.00 from $16.25 and left its rating at Neutral after reviewing the firm’s fourth-quarter 2025 results and updated projections. The broker’s base forecasts call for roughly 12% fee-related revenue growth year-over-year, while the company reported strong recent rev…
Goldman Sachs lowered its 12-month price objective for Ares Management L.P. (NYSE: ARES) to $165 from $189 while retaining a Buy recommendation. The bank reduced 2025-2028 EPS forecasts by roughly 3%, citing a slightly lower management-fee starting point, slower near-term PRE acceleration, and updated tax guidance. The stock has moved sharply lower…
Goldman Sachs raised its price objective for Warner Music Group to $33 from $32 but left its rating at Neutral following the company's fiscal first-quarter 2026 report. The bank boosted its revenue, Adjusted OIBDA and free cash flow forecasts for fiscal 2026 and cited stronger subscription and ad-supported streaming, updated guidance and potential …
Goldman Sachs raised its price objective for StepStone Group (STEP) to $93.00 from $90.00 and left its Buy rating intact, citing growth in the firm’s Private Wealth business and an active fundraising pipeline. The new target implies roughly a 57% premium to StepStone’s most recent share price of $59.17. Goldman highlighted $16 billion in assets man…
Goldman Sachs has reaffirmed a Buy rating on TPG Inc. and kept a $80.00 price target, pointing to accelerated fundraising, stronger-than-expected fourth-quarter inflows and upward revisions to fee-related and distributable earnings estimates. Management and analysts cite a durable fundraising run-rate and margin improvement as key drivers for futur…
Summary: BMO Capital Markets lifted its 12-month price target on ConocoPhillips (COP) to $115 from $105 while retaining an Outperform rating. The move comes even as the firm trimmed earnings estimates after ConocoPhillips reported fourth-quarter 2025 results and provided a 2026 outlook that BMO characterized as broadly in line with expectations. Th…
BMO Capital has increased its price objective for Amazon.com to $310 from $304 and maintained an Outperform rating following the company's fourth-quarter 2025 results. The upgrade reflects notable acceleration at Amazon Web Services (AWS), solid advertising performance, and broad retail strength, even as the company reports a slight EPS miss and la…
BMO Capital Markets increased its price target on Green Plains Renewable Energy to $14 from $12 while retaining a Market Perform rating, citing a better-than-expected fourth-quarter EBITDA driven by ethanol results, hedges and 45Z tax credits. The company reported Q4 2025 EPS that exceeded expectations even as revenue declined year-over-year and be…
Jefferies cut its rating on Kinetik Holdings Inc from Buy to Hold and set a $43.00 price target, citing a stretched valuation after a strong run-up in the stock and continuing operational challenges that could mute near-term upside. The firm projects 2026 adjusted EBITDA below consensus and notes potential insider-sale pressure near current trading…
TD Cowen has opened coverage on Nanobiotix S.A. (NBTX) with a Buy rating, emphasizing the company’s physics-based therapeutic platform and the tumor-sensitizing candidate NBTXR3. The stock trades near $21.03 and has posted a 497% gain over the past year. While clinical readouts and potential royalty streams underpin optimism, the company remains un…
Jefferies reduced its 12-month price target on Genpact Ltd. to $45 from $56 but kept a Buy rating. The move follows a quarter in which revenue met expectations and margins outperformed, and management reiterated a medium-term growth framework of at least 7% year-over-year growth for 2026. The stock, trading near its 52-week low, appears oversold ba…
BMO Capital has raised its price target on Patrick Industries to $155 from $140 and maintained an Outperform rating following the company's stronger-than-expected fourth-quarter 2025 results. The upgrade reflects broad-based earnings strength, favorable product mix in the recreational vehicle segment, and positive early-season channel checks, even …
BMO Capital raised its price target on Bloom Energy Corp. to $149 from $136 following the company’s year-end 2025 earnings call, but retained a Market Perform rating. Bloom’s 2026 revenue guidance, gross margin expansion target and EBITDA outlook topped both BMO’s and consensus forecasts, and the firm pointed to a growing $6 billion product backlog…
DA Davidson raised its price objective for CyberArk Software to $573 from $518 and maintained a Buy rating after the company's fourth-quarter results. The upgrade sets the highest analyst target on the stock, which is trading at $381.72. CyberArk reported robust subscription and recurring revenue growth, delivered free cash flow above expectations,…
DA Davidson reduced its price objective for Tenable to $24 from $25 while retaining a Neutral rating, citing mixed signals on growth that follow a solid Q4 and modestly above-consensus 2026 guidance. Key concerns include slightly weaker unlevered free cash flow guidance and the company’s decision to stop guiding on cloud computing billings amid sho…
