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
Cantor Fitzgerald has started coverage of Jumia Technologies (JMIA) with an Overweight rating and an $18 price target, implying a roughly 72% upside from the stock's most recent price. The research note frames Jumia as a high-risk, venture-capital style public equity opportunity, highlights a recent operational shift toward a leaner e-commerce mode…
BofA Securities trimmed its price target on Reddit (NYSE: RDDT) to $205 from $210 while keeping a Neutral rating, pointing to multiple compression across the online media sector. The adjustment comes even as Reddit posted better-than-expected fourth-quarter results, raised forward revenue guidance, and saw BofA lift its 2026 and 2027 revenue and EB…
Baird cut Hub Group's rating from Outperform to Neutral and pared its price objective to $29 from $47 after the company disclosed an accounting error that understated purchased transportation costs and accounts payable by $77 million for the first nine months of 2025. The disclosure has prompted restatement expectations, a delayed audited filing an…
Stifel downgraded Hub Group from Buy to Sell and reduced its price target to $27 from $52 after the company disclosed a $77 million accounting error that understated purchased transportation costs and accounts payable for the first nine months of 2025. Hub Group also reported a 7% year-over-year decline in consolidated operating revenue for its fou…
Canaccord Genuity cut its 12-month price target on Boston Scientific to $112 from $131 while keeping a Buy rating after the device maker posted fourth-quarter revenue and adjusted EPS that generally matched or beat estimates. The firm pointed to softer results in Electrophysiology and the Watchman LAAC franchise as reasons for the reduced target, e…
Truist Securities reiterated a $273.00 price target on Essex Property Trust (NYSE:ESS) following the REIT's fourth-quarter results, while other brokerages adjusted their views. Essex posted fourth-quarter 2025 normalized funds from operations (NFFO) of $3.98 per share and provided 2026 NFFO guidance with a midpoint below several analyst projections…
Stifel increased its price objective on Align Technology (ALGN) to $210 from $200 and reiterated a Buy rating, pointing to robust case growth, improving regional performance, and elevated gross margins. Align beat fourth-quarter 2025 earnings and revenue expectations, while InvestingPro data shows the stock trading below analysts' high targets and …
Susquehanna has reaffirmed its Positive rating on Uber Inc. and kept a $110 price target, citing strong top-line performance and strategic opportunities including autonomous vehicles. The research house noted a solid fourth quarter with revenue and most KPIs beating expectations, but flagged a profitability outlook that came in slightly under conse…
BTIG reaffirmed its Buy rating and set a $50.00 price target on Steven Madden following management meetings during FFANY Market Week. The target implies roughly 29% upside from the stock's recent price and sits above market fair-value measures. The firm cited continued strength in branded footwear but reduced 2026 revenue and EPS assumptions to ref…
Needham reiterated a Buy rating on Coherent and maintained a $235 price target after the company reported fiscal second-quarter results that topped expectations. The guidance for the fiscal third quarter also exceeded analyst forecasts, supported by robust growth in the Data Center & Communications segment and higher internal and external laser sup…
Keefe, Bruyette & Woods (KBW) has kept an Outperform rating on Hartford Financial Services (HIG) while increasing its 12-month price target to $163 from $160 after the insurer reported stronger-than-expected fourth-quarter 2025 results. KBW raised its earnings-per-share forecasts for 2026 and 2027 and cited improving loss ratios, reserve releases, …
BTIG moved KKR Real Estate Finance Trust (KREF) from Buy to Neutral following fourth-quarter results that showed a 5.4% decline in book value, two additional loans placed on non-accrual, and leverage at the top end of guidance. Management has outlined a forceful resolution plan for watchlist loans, real estate owned assets and selected office loans…
BTIG reiterated its Buy rating and $235 price target on Boot Barn (NYSE: BOOT) after the western apparel retailer posted stronger-than-expected fiscal third-quarter results and offered solid guidance for the fourth quarter. The research firm points to accelerating underlying trends, strategic initiatives under new leadership, and a sound liquidity …
Stifel maintained a Buy rating and $75 price target on FLEX Ltd following fiscal Q3 2026 results that beat company guidance. Revenue, adjusted operating margin and adjusted EPS all topped management midpoints, and FLEX raised its fiscal 2026 outlook while highlighting progress toward higher-value technology offerings in AI data center infrastructur…
Qualcomm reported a December-quarter revenue beat but warned that March-quarter revenue and EPS would fall short of analyst expectations, citing higher memory prices that have reduced handset manufacturer builds. The company still showed strength in automotive and delivered an earnings and revenue beat for the fiscal first quarter, but analyst comm…
Needham raised its price target on Alphabet Inc. (GOOGL) to $400 from $330 and kept a Buy rating after the company reported fourth-quarter results that beat revenue and EPS expectations. Alphabet posted $113.8 billion in quarterly revenue, with particularly strong performance in Cloud and Search; several other brokerages raised their targets in res…
Raymond James has reiterated a Market Perform rating on Murphy USA (NYSE: MUSA) after the company reported fourth-quarter 2025 results. The firm noted an EBITDA beat driven by fuel margin strength and improved same-store sales but remains cautious about the company’s ability to sustain EBITDA and EPS growth without continued fuel margin expansion. …
Truist Securities maintained its Buy rating and $60.00 price target on Amcor Plc. following the company's Q2 2026 results. Adjusted operating EPS of $0.86 beat both Truist's $0.79 estimate and the Street consensus of $0.84, while revenue of $5.4 billion missed an expected $5.52 billion. Amcor reported progress on integration synergies and is advanc…
Jefferies raised its price target on Old Dominion Freight Line to $195 from $160 while retaining a Hold rating, pointing to early signs that the freight cycle may recover sooner than expected. The company reported mixed fourth-quarter 2025 results with an EPS beat but a substantial revenue shortfall. Other broker responses were split, with BMO reit…
Truist Securities reaffirmed a Buy rating on First Industrial Realty Trust (NYSE: FR) and maintained a $65.00 price target after the REIT reported fourth-quarter funds from operations that modestly beat expectations. Management set 2026 NAREIT FFO guidance narrowly below consensus, highlighted strong cash blended lease spreads for leases commencing…
Truist Securities trimmed its price target for Boston Scientific to $95 from $120 while maintaining a Buy rating, citing disappointing results in the company’s electrophysiology segment. The firm views the stock as trading below peers despite projected double-digit organic revenue and EPS growth, and notes potential repositioning ahead of CHAMPION …
Oppenheimer reiterated an Outperform rating and a $200 price target on PTC Inc., citing improving sales activity and durable financial metrics. PTC reported fiscal Q1 ARR growth of 9.0% (ex-FX and divestitures) and free cash flow of $267 million, met its guidance ranges, and posted EPS and revenue beats. The company expects to complete the divestit…
Truist Securities has reiterated its Buy rating and $40.00 price target on Universal Technical Institute (NYSE:UTI) after the company reported the first quarter of fiscal 2026. The target implies roughly 43.6% upside from the prevailing share price of $27.86, though InvestingPro data indicates the stock is trading above its Fair Value. Truist cited…
BMO Capital has reaffirmed an Outperform rating on Old Dominion Freight Line (ODFL), keeping a $185.00 price target after fourth-quarter 2025 results that outpaced BMO's expectations by 4%. The stock is trading at $208.54, marginally below its 52-week peak. Management reports stabilizing demand and improving weight per shipment, but a sizable reven…
Evercore ISI increased its price target on Allegiant Travel Company to $125 from $120 while maintaining an Outperform rating after the carrier reported stronger-than-expected fourth-quarter 2025 results and issued robust 2026 guidance. Analysts revised 2026-27 EPS forecasts higher amid signs of unit revenue strength and capacity rationalization, th…
