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
Wolfe Research held an Outperform rating and a $235.00 price target on RTX following a framework agreement to expand missile production under a Pentagon initiative to bolster defense industrial capacity. The firm estimated the build-out could add roughly $7-8 billion in revenue to RTX’s Raytheon segment and noted effects on growth assumptions and c…
Raymond James raised its price objective on Flex Ltd to $80 from $75 and retained an Outperform rating after the company reported December-quarter results. The firm pointed to strength in high-performance networking and communications within Flex’s CEC segment and expects further clarity on cloud and AI growth drivers when reporting segments are re…
BTIG raised its price target on GE HealthCare to $91 from $87 and kept a Buy rating after the medical-device maker reported fourth-quarter 2025 results that beat both BTIG and consensus estimates for revenue and adjusted earnings per share. Management provided fiscal 2026 guidance showing modest organic revenue growth, margin expansion and higher a…
Deutsche Bank maintained a Buy rating and a $1,200.00 price target on Eli Lilly after the company provided fiscal 2026 guidance above consensus and reported fourth-quarter 2025 results that exceeded expectations. Lilly forecast FY26 revenue of $80-$83 billion and non-GAAP EPS of $33.50-$35.00, and reported Q4 revenue and EPS that outpaced Street fo…
BofA Securities has kept an Underperform rating on Amgen with a $304 price target while the stock trades around $366.10 and close to its 52-week high. InvestingPro data indicates the shares are roughly fairly valued at current levels. The bank pointed to a series of pipeline catalysts stretching from 2026 into 2027 that will shape the company’s out…
Jefferies reiterated a Hold rating on General Dynamics (GD) with a $385 price target, implying roughly 11% upside from the stock's current level of $351.06. The firm’s review of the company’s 10-K and recent results surfaced a mix of margin shifts in Aerospace, substantial backlog growth across Aerospace and Defense - led by Marine contracts - and …
UBS reduced its target on TransDigm to $1,800 from $1,804 while retaining a Buy rating, citing softer aftermarket growth and greater lumpiness in recent quarters. The company continues to report robust margins and recent earnings that outperformed expectations, prompting divergent responses from other brokers.
UBS has maintained a Neutral rating and a $210 price target on Electronic Arts following fiscal third-quarter results that beat analyst expectations. The company recorded robust bookings and adjusted operating income growth, driven in part by record engagement for Battlefield 6 and continued expansion of live services. UBS cautions that no formal g…
UBS increased its price objective for DaVita to $190 from $186 and kept a Buy rating after the company provided 2026 guidance showing robust adjusted EPS growth at the midpoint. Recent quarterly results beat expectations and management activity, including share repurchases and a planned strategic investment, are cited as contributors to near-term e…
UBS raised its price target on FedEx to $412 from $314 and reaffirmed a Buy rating, citing stronger-than-expected pricing power and cost-control prospects. The new target implies meaningful upside from the stock's recent trading level near $363 and close to its 52-week high. Separately, Bernstein SocGen Group upgraded the stock and lifted its targe…
DA Davidson increased its price objective on Almonty Industries (ALM) to $18.00 from $12.00 and retained a Buy recommendation after updating commodity-price inputs and production assumptions. The broker cited sustained upward movements in tungsten spot prices, constrained mined output versus robust demand, and continued advancement of Almonty’s San…
DA Davidson has kept its Buy rating on Progress Software (PRGS) and held a $70 price objective after recent meetings with the company’s CFO and head of investor relations. The $70 target implies roughly 70% upside from the current share price and rests on high gross margins, near-30% revenue growth over the past year, strong SaaS trends and shareho…
DA Davidson reduced its price target for Yext Inc. to $6.00 from $8.25 while leaving a Neutral rating in place, after Yext shares slid and CEO Michael Walrath withdrew a $9.00-per-share proposal to buy the remaining outstanding stock. The firm’s new valuation implies a 1.6x EV/Sales multiple on its fiscal 2027 estimates. Separately, Yext posted fis…
Benchmark maintained a Buy rating and a $300 price target on Take-Two Interactive after the publisher posted a decisive fiscal third-quarter beat and raised guidance for fiscal 2026. The firm points to GTA VI, continued strength in GTA Online and NBA 2K, and growth in the direct-to-consumer business as foundations for higher, more durable earnings.
Benchmark raised its price target on Cirrus Logic (NASDAQ:CRUS) to $160 from $150 and reiterated a Buy rating after the semiconductor supplier posted a beat-and-raise quarter. The upgrade reflects outsized earnings and revenue versus consensus, robust iPhone-related shipments from its largest customer, and guidance that topped Street expectations. …
Benchmark raised its price objective on TAT Technologies (NASDAQ: TATT) from $53 to $58 while keeping a Buy rating, noting management's Investor Day presentation and several near-term catalysts. The new target implies roughly 24% upside from the current share price of $46.76. Recent multi-year and one-year revenue growth, alongside a growing backlo…
RBC Capital Markets argues that the recent market pullback tied to GenAI concerns presents a buying window for select information services and exchanges names. The firm points to proprietary data, deep client integration and industry-standard products as protective factors for Moody's, S&P Global, Nasdaq, MSCI and Verisk. Verisk, in particular, has…
Cantor Fitzgerald increased its price target for Amgen to $350 from $315 while retaining a Neutral rating after the company reported fourth-quarter revenue and earnings that beat consensus. The firm cited higher near-term EPS estimates, pipeline changes and moderated R&D spending as drivers of the target increase, even as some recent upside reflect…
Wolfe Research recommends investors buy Celcuity (CELC) shares on any pullbacks tied to an external catalyst, while warning against directly extrapolating prior giredestrant results to the persevERA study. The stock, trading at $105.84, has surged 787.29% over the past year and is nearing its 52-week high of $120.31. Separately, the FDA has accepte…
Truist Securities increased its 12-month price target for Mercury Systems (MRCY) to $109 from $102 and retained a Buy rating following fiscal second-quarter 2026 results that outperformed consensus across the board. The company reported robust free cash flow over the last twelve months and solid year-over-year growth in domestic demand, even as man…
Truist Securities reduced its price target for Intapp Inc. to $35 from $68 while retaining a Buy rating, citing solid second-quarter fundamentals including a 31% year-over-year increase in Cloud ARR and 28% SaaS revenue growth. The move follows steep recent share declines and comes alongside other analyst target reductions even as Intapp beat Q2 EP…
Cantor Fitzgerald increased its price objective for Teradyne to $330 from $270 and kept an Overweight rating after the company issued a robust guide for the first quarter of 2026. The firm pointed to Teradyne's accelerating pivot into artificial intelligence - which made up more than 60% of revenue in Q4 2025 and is expected to exceed 70% in Q1 202…
Stifel reiterated a Buy rating and set a $120.00 price target for Veralto Corp. (NYSE: VLTO) after the company reported fourth-quarter 2025 results that exceeded certain profit expectations. Veralto delivered adjusted EPS of $1.04 on $1.40 billion of revenue, issued 2026 guidance that tops some analyst estimates and flagged that the outlook include…
Truist Securities has reiterated a Buy rating and $29.00 price target on Xencor, Inc. (NASDAQ: XNCR), pointing to growing momentum around TL1A×IL-23p bispecifics and a busy clinical calendar. With the stock trading at $11.74, the $29 target implies nearly 147% upside. Truist highlighted recent industry activity around TL1A assets, new bispecific da…
Cantor Fitzgerald has reiterated an Overweight rating on JFrog (FROG) and kept a $80.00 price target ahead of the company's Q4 2025 results scheduled for February 12. The target implies roughly 56% upside from the current $51.26 share price, which slid 13.8% in the prior week. The firm expects AI-driven usage tailwinds, contract renegotiations, and…
