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
DA Davidson increased its price target on Alphabet (GOOGL) to $310 from $300 following the company’s fourth-quarter 2025 results, attributing the bump to accelerating growth in Google Cloud. The firm preserved a Neutral rating even as Alphabet reported revenue and profit beats and marked robust year-over-year top-line growth. Several other brokerag…
DA Davidson increased its price target for Ametek Inc. to $265 from $240 while keeping a Buy rating, pointing to strong fourth-quarter execution, higher bookings that pushed backlog to record levels, and solid revenue growth. The firm and other analysts flagged strength across medical, aerospace and defense, automation and power end markets, while …
DA Davidson raised its price objective on Orion Marine Group (ORN) to $15.00 from $13.00 and kept a Buy rating after the company announced the acquisition of J.E. McAmis, Inc. and JEM Marine Leasing LLC. The firm highlighted the transaction's attractive financial profile, including EBITDA margins above 20%, and said Orion is transitioning toward a …
Truist Securities has maintained a Buy rating on TAT Technologies (TATT) with a $61 price objective, implying roughly 32% upside from the stock's recent price. The reaffirmation followed the company's investor day and a site visit to Greensboro, while competing analysts have also raised targets or begun coverage amid growing interest in the company…
BMO Capital has reaffirmed a Market Perform rating on Novo Nordisk amid management commentary on 2026 guidance, ongoing pricing pressure, and strategic emphasis on oral obesity therapies. The company is prioritizing its Wegovy pill launch and a relaunch of Rybelsus as the "Ozempic pill," while reporting positive Q4 2025 results and advancing severa…
Cantor Fitzgerald reaffirmed an Overweight rating and a $30 12-month price target on Tenable following the cybersecurity company's fourth-quarter 2025 results. Tenable topped consensus on multiple metrics, raised fiscal 2026 guidance above estimates and expanded its share repurchase program, while Truist also reiterated a Buy rating after the quart…
Telehealth firm Hims & Hers Health has expanded its weight-loss lineup to include a compounded oral form of semaglutide branded as Wegovy. The move has prompted questions from analysts about the legal foundations for compounding in the absence of an FDA-declared drug shortage. Market commentary also highlights the ongoing prominence of compounded G…
UBS increased its 12-month price target on e.l.f. Beauty to $102 from $98 and maintained a Neutral rating after the cosmetics company delivered stronger-than-expected third-quarter results and raised fiscal 2026 guidance. The move reflects upside tied to growth from the rhode brand and cost efficiencies, but UBS and investors remain focused on how …
Leerink Partners maintained a Market Perform rating and a $41 price target on Hims & Hers Health (NYSE:HIMS) after the company unveiled a compounded oral semaglutide offering. The firm called the product "an extremely logical new product offering" for the company’s weight loss lineup and flagged the pill as an important potential contributor to fis…
Benchmark maintained a Hold rating on Snap Inc., pointing to mixed fourth-quarter results: the company reported its first GAAP profit after cost reductions, yet user engagement weakened materially in North America. Snap’s stock is trading near its 52-week low, and analysts remain divided as management pursues ad product momentum and subscription gr…
Evercore ISI reaffirmed an Outperform rating on O’Reilly Automotive and removed the stock from its TAP Underperform List while maintaining a $110.00 price target. The call comes after a recent pullback in the shares and follows guidance that implies slower comparable sales growth for calendar 2026. Evercore pointed to durable sales trends, expected…
BofA Securities reduced its price objective on OneMain (OMF) to $74 from $75 while retaining a Buy rating following the company's fourth-quarter results. The quarter delivered an EPS beat driven largely by lower provisions. OneMain issued initial 2026 guidance that forecasts solid loan growth but does not show improvement in the consumer and indust…
Citizens reiterated a Market Outperform rating and a $310 price target on Dave Inc (NASDAQ: DAVE), saying the stock's valuation - roughly 8.3x EV/2026E adjusted EBITDA - understates the company’s growth history and addressable market potential. The firm highlighted lower-than-appreciated credit risk and capital intensity as positives and attributed…
Guggenheim reduced its price objective on Genius Sports Ltd. to $12 from $17 while leaving a Buy rating in place after the company disclosed plans to acquire Legend for up to $1.2 billion. The deal and Genius Sports' preliminary fourth-quarter 2025 results and initial 2026 outlook have drawn mixed responses from analysts, with attention focused on …
Needham Capital raised its price target on Kulicke and Soffa Industries to $70 from $64 and kept a Buy rating after the company reported quarterly revenue near the top of guidance and better-than-expected margins. Management provided strong forward guidance, and Needham updated its longer-term earnings model and valuation multiple in response to im…
Evercore ISI raised its price target on Cardinal Health to $260 from $250 and kept an Outperform rating following the company’s recent quarterly report. The firm increased fiscal 2026 and 2027 EPS estimates and cited continued confidence in earnings growth driven by operating discipline, specialty exposure and measured capital deployment. Multiple …
Needham increased its price target on Lantronix, Inc. (NASDAQ: LTRX) to $8.50 from $7.50 and kept a Buy rating following the company's fiscal second-quarter 2026 results. The upgrade reflects growing confidence in drone-related System on Module (SoM) products and a recently approved defense budget expected to underpin substantial unit tranches thro…
Goldman Sachs reduced its 12-month price objective for Amazon.com to $280 from $300 while retaining a Buy recommendation. The firm cited the company’s extensive investment cycle across cloud and eCommerce and expects investors to scrutinize how the planned capital spending will translate into revenue and backlog growth. Amazon’s AWS unit showed re-…
Wolfe Research downgraded Crown Holdings (CCK) from Outperform to Peerperform, citing a narrowing valuation gap with peers after a strong share-price run. The packaging company has shown sustained fundamental progress, including deleveraging and robust cash generation, but recent multiple compression reduces near-term upside. Crown reported Q4 2025…
BofA Securities raised its price objective on XPO to $209 from $160 and kept a Buy rating, citing above-seasonal January performance and ongoing operational progress. XPO shares have climbed well off their 52-week low and were trading near their yearly high. The company reported stronger-than-expected adjusted normalized Q4 earnings and outlined a …
TD Cowen raised its price objective on XPO to $192 from $158 and kept a Buy rating after the logistics company posted stronger-than-expected fourth-quarter results and saw tonnage outpace normal January seasonality. Market data show the shares trading above fair value with a high price-to-earnings multiple, while other brokerages offer mixed views …
Stifel raised its price target on MACOM Technology Solutions (MTSI) to $255 from $215 and kept a Buy rating following fiscal Q1 2026 results that beat expectations on both revenue and adjusted EPS. Quarterly revenue of $271.6 million marked sequential and year-over-year growth, and management raised fiscal Q2 guidance to a $285.0 million midpoint. …
Oppenheimer raised its price target on AGCO Corporation to $132 from $128 while maintaining an Outperform rating. The revision follows a fourth-quarter report that showed record global market share, robust pricing, and North American dealer inventory improvement, even as the company outlined a muted forward outlook.
TD Cowen has increased its price target on Phillips 66 to $155 from $151 while retaining a Buy rating. The firm points to falling refining operating costs and the company’s capture of an extra 45,000 barrels per day of refining capacity as drivers. Analysts also highlighted seasonal and differential tailwinds for refining, offset by modest gross ma…
Jefferies has reiterated a Buy rating and a $300.00 price target on Snowflake Inc. (SNOW), highlighting the company as a prominent public software beneficiary of AI adoption. The firm points to product launches, improving sales productivity, expanding partnerships and accelerating revenue performance obligations as drivers supporting a bullish view…
