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
Truist Securities has reaffirmed its Buy rating and $130.00 price target on Crown Holdings (CCK) following the company’s most recent quarterly report. Crown delivered adjusted operating EPS of $1.74, beating Truist and Street estimates and landing at the top of its guidance range, while revenue grew to $3.13 billion. Despite these results, shares t…
Goldman Sachs maintained its Buy rating on Nvidia Corp., setting a $250 price target that implies marked upside from the stock's recent level. The firm expects a beat-and-raise quarter and highlighted a set of potential catalysts through the first half of 2026, while cautioning that much of the 2026 upside may already be in the price and that clari…
Baird moved Old Dominion Freight Line (ODFL) from Neutral to Underperform while increasing its 12-month price target to $204 from $166. The decision rests on valuation concerns after the carrier reported fourth-quarter 2025 results that combined a modest earnings beat with a sizable revenue shortfall and weakening volume metrics. Market indicators …
Baird upgraded Jack Henry (JKHY) from Neutral to Outperform and increased its price target to $205 from $200 following the company's second fiscal quarter results. The firm pointed to revenue and margin outperformance, ongoing market-share gains, and a robust balance sheet as reasons for higher conviction. Company financials show a healthy gross ma…
JPMorgan lowered its recommendation on Corteva Inc. from Overweight to Neutral while increasing the firm's price target to $77 from $75 after applying a sum-of-the-parts valuation that assigns a higher multiple to the Seed business. The bank also nudged up its consolidated 2026 EBITDA projection, even as Corteva reported a revenue miss for fourth-q…
Roth/MKM initiated coverage of North American Energy Partners (NOA) with a Buy rating and a $25.00 price target. The analyst house highlights a valuation discount tied to the company's legacy Canadian oil sands business and projects a material shift in revenue mix by 2026 as the company diversifies operations. Current market metrics show NOA tradin…
Truist Securities increased its price objective for Alphabet Inc. to $385 from $350 and maintained a Buy rating, pointing to a robust fourth-quarter showing and accelerating growth in Search and Cloud that the firm attributes in part to generative AI expanding the Search total addressable market. The upgrade joins a wave of analyst actions as Alpha…
Citizens has maintained a Market Outperform rating and a $60.00 price objective on American Healthcare REIT, Inc. (AHR) after CEO Danny Prosky began a medical leave of absence effective February 3, 2026. The board named Chairman Jeffrey T. Hanson as interim CEO and President. Citizens points to the retained core management team, AHR’s balance sheet…
UBS downgraded Webster Financial from Buy to Neutral and cut its price target to $75.00 from $77.00 after Santander unveiled plans to acquire the U.S. bank. The stock has risen sharply on the takeover news and now trades near the offer level, prompting UBS to reassess upside potential. Multiple other brokerages have also updated ratings and targets…
Citizens has reiterated its Market Outperform rating and retained a $26.00 price target on EZCORP (NASDAQ:EZPW) after the pawn operator reported a quarter of higher-than-expected adjusted EBITDA, driven largely by elevated gold prices and continued store expansion. The price target implies roughly 18% upside from the current share price, with the c…
Citizens has reaffirmed its Market Outperform rating on Alphabet (GOOGL) and maintained a $385.00 price target. Analyst Andrew Boone points to artificial intelligence as a catalyst across search, cloud and advertising, while noting growing adoption of Gemini models. Despite this bullish stance, Citizens has not baked potential acceleration into its…
Citizens has maintained its Market Outperform rating and $47.00 price target on IAC following the company’s fourth-quarter 2025 results. The price target implies material upside from the current share price of $35.69. IAC’s People Inc. segment outperformed revenue consensus by roughly 3%, aided by ad growth and new licensing deals including a Meta …
Citizens reiterated its Market Perform rating on Regional Management (RM) while cutting EPS forecasts for 2026 and 2027, citing rising charge-off rates, weaker portfolio yields driven by a larger share of big loans, and continued investment and provisioning pressures. The company recently posted stronger-than-expected Q4 2025 results but faces near…
Jefferies downgraded Steven Madden (SHOO) from Hold to Underperform and reduced its price target to $30 from $37, citing mounting pressure from major wholesale partners unwilling to accept double-digit price increases. The stock has fallen sharply over the past week but still trades above Jefferies' revised target. Competing analyst views are mixed…
KeyBanc Capital Markets downgraded TransDigm Group from Overweight to Sector Weight after reviewing the aerospace components maker's fiscal first-quarter 2026 results. The research house cited expectations for slower aftermarket growth, margin pressure from recent acquisitions and volatile inventory levels. TransDigm's shares have declined sharply …
Mizuho downgraded Cabot Corporation (NYSE: CBT) from Outperform to Neutral and reduced its 12-month price target to $75 from $80. The research firm cited continued weakness in carbon black demand from tire and rubber products and trimmed its fiscal 2026 and 2027 EPS estimates. The move follows Cabot’s December quarter 2025 report, which included gu…
Stifel increased its price target on Civeo to $33.00 from $28.00 while keeping a Buy rating, pointing to growth potential in both Australia and North America. The firm built the new target by applying a 5-6x multiple to estimated 2027 EBITDA and highlighted the company’s available mobile rooms, solid liquidity, recent contract awards, and board cha…
Evercore ISI reiterated an Outperform rating on Cisco and maintained a $100 price target after the company’s AI Summit, citing Cisco’s ability to address AI deployment bottlenecks through networking, optics and integrated security. The target implies roughly 23% upside from the prevailing share price, with the stock trading near its 52-week high an…
DA Davidson upgraded Varonis Systems (VRNS) from Neutral to Buy and increased its price target to $30.00 from $25.00, citing improved analyst estimates and company performance metrics. The move follows upward revisions from six analysts and comes amid mixed signals: robust ARR growth and high gross margins versus recent share-price weakness and pri…
Clear Street reiterated a Buy rating and a $200.00 price target on Palvella Therapeutics (NASDAQ:PVLA) after the company provided an update on its Phase 3 SELVA trial in microcystic lymphatic malformation (mLM). The price target implies substantial upside from the current trading level, fitting with a broadly optimistic analyst consensus and recent…
Lineage Inc. stock climbed more than 5.1% on Wednesday, outpacing the RMZ index, after Barclays reaffirmed an Equalweight rating and a $38.00 price target. The move follows the company’s announced partnership with Gruve to monetize unused facility capacity, but Barclays and other analysts remain cautious about the magnitude of any earnings uplift. …
Jefferies reiterated a Buy rating and a $250.00 price target on Palo Alto Networks (PANW) as its acquisition of CyberArk moves toward closing. The target implies roughly a 50% upside from the quoted price of $166.55. The firm highlighted CyberArk's strong fourth-quarter organic NNARR growth and expects deal-related top-line synergies and compensati…
Coherus Biosciences has agreed to provide clinical supply to Johnson & Johnson for a Phase 1b study combining JNJ’s pasritamig with Coherus’s anti-CCR8 antibody tagmokitug in metastatic castration-resistant prostate cancer. Oppenheimer reiterated an Outperform rating and a $10 price target on Coherus, while InvestingPro data shows a broader analyst…
Leerink affirmed an Outperform rating on Cencora (COR) and maintained a $410 price target, shifting its valuation basis from roughly 22.5x CY26 earnings to about 20x CY27 earnings. The firm pointed to a roughly 350 basis point beat on U.S. Healthcare AOI, robust revenue growth and a strong one-year stock return as supporting evidence for continued …
Morgan Stanley raised its price target on Evercore Partners to $381 from $376 while retaining an Equalweight rating. The firm increased its 2026 and 2027 EPS forecasts modestly, citing higher projected advisory, underwriting, commission and investment management revenues, offset in part by rising expenses. Evercore recently posted stronger-than-exp…
