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
KeyBanc has reaffirmed an Overweight rating and a $140 price target on Encompass Health Corp (NYSE:EHC) even after the stock fell roughly 25% since the company’s third-quarter report. The broker cites near-term concerns tied to same-store volume timing and uncertainty around a value-based care model as drivers of the recent weakness, but says the s…
KeyBanc Capital Markets cut its price target for Chipotle Mexican Grill to $42 from $45 while maintaining an Overweight rating. The move follows fourth-quarter 2025 results that beat expectations on same-store sales, store-level margins and adjusted EPS, but KeyBanc pointed to a full-year same-store sales outlook that fell below Street forecasts an…
KeyBanc Capital Markets trimmed its 12-month price target on Dynatrace Inc. (DT) to $50 from $60 but retained an Overweight rating. The firm pointed to company-specific catalysts that could accelerate Annual Recurring Revenue in the fiscal third quarter, including Dynatrace Platform Services (DPS), improved go-to-market productivity, and expanded l…
KeyBanc Capital Markets reduced its price target on Datadog to $155 from $170 while maintaining an Overweight rating. The firm cautions that Datadog’s initial fiscal 2026 guidance may need to be more conservative depending on the pace of core business acceleration and the stability of revenue contribution from OpenAI. Analysts remain divided on the…
DA Davidson reiterated a Buy rating on Take-Two Interactive and assigned a $300 price target after the company posted fiscal third-quarter results that beat expectations. Strong bookings driven by NBA 2K, mobile titles and unexpected strength in GTA Online, along with confirmation that Grand Theft Auto VI remains on track for a November 2026 releas…
RBC Capital increased its price target on Atkore to $71 from $64 while leaving a Sector Perform rating in place, citing a quarterly operating result that outpaced expectations by 23% on stronger volume, pricing, and EBITDA margin. The stock trades near the revised target, and third-party fair-value data suggests potential undervaluation. Management…
DA Davidson has reaffirmed its Neutral rating and maintained a $184.00 price target on Marzetti Company (MZTI) after the company's fiscal second-quarter results. The quarter showed weaker-than-expected retail sales that management ascribed to the government shutdown, while other business segments broadly met expectations. Marzetti announced the pur…
DA Davidson has reiterated a Buy rating on Jack Henry (NASDAQ: JKHY) and set a $216.00 price target after the company reported fiscal second-quarter results that outperformed expectations. The firm’s target implies meaningful upside from the current share price, amid analyst target estimates that span from $168 to $220. Management also raised porti…
DA Davidson reaffirmed its Buy rating on Ametek Inc. (NYSE: AME) and kept a $240 price target after the company topped its model on operations. The firm cited robust top-line results across Ametek's Electronic Instruments Group (EIG) and Electromechanical Group (EMG). Multiple industry analysts have also raised price targets following better-than-e…
Bernstein has reaffirmed an Outperform rating on Eli Lilly and set a $1,300 price target, signaling near-30% upside from current levels. The firm downplayed readacross from Novo Nordisk’s disappointing 2026 guidance but warned investors to expect a wider-than-usual guidance range from Lilly because of launch and policy uncertainties. Recent quarter…
Bernstein SocGen reduced its 12-month price target for Mondelez International to $75 from $84 while retaining an Outperform rating. The firm pointed to conservative 2026 guidance, a pushed-out cocoa cost recovery to 2027, and several discrete headwinds including European retailer negotiations, softer U.S. cookie sales, and a $500 million cocoa inve…
Bernstein SocGen Group raised its price target for WW Grainger to $1,052 from $975 while retaining a Market Perform rating, pointing to the companys robust guidance for fiscal 2026. Grainger reported mixed fourth-quarter 2025 results with a slight EPS miss and a modest revenue beat. Oppenheimer also raised its price target following the earnings r…
Bernstein increased its 12-month price objective for Northrop Grumman (NOC) to $765 from $727 while retaining a Market Perform rating, pointing to constructive trends extending into 2026. The defense contractor beat fourth-quarter 2025 earnings and revenue expectations, provided revenue guidance for 2026 slightly below consensus, and reported solid…
Baird has reaffirmed an Outperform rating on Advanced Micro Devices (AMD) and held a $300 price target, pointing to accelerating demand for AI-related x86 server CPUs and renewed traction in the company's AI GPU business. The research house highlighted resumed sales of Mi308 chips, an on-track Mi450 ramp alongside an OpenAI partnership, and project…
Advanced Micro Devices reported a modest beat and raised guidance for the quarter, but its stock fell about 8% in after-hours trading. Investors and analysts highlighted concerns over the company’s exposure to the OpenAI project, the quality of a China-driven portion of the revenue beat, and potential bottlenecks in the MI450 ramp. Management reite…
Needham lowered its price target on Varonis Systems to $30 from $55 while holding a Buy rating, citing fresh disclosures about the companys shift toward Software-as-a-Service. The firm highlighted solid SaaS metrics but said uncertainty over how much non-SaaS annual recurring revenue will convert to SaaS and projected non-SaaS ARR churn could weig…
Mizuho reduced its 12-month price target for Advanced Micro Devices to $275 from $285 while retaining an Outperform rating, pointing to rising operating expenses tied to AI hardware and software investment. AMD reported quarterly results roughly in line with expectations, raised March-quarter revenue guidance above consensus, and highlighted a robu…
Mizuho raised its price target on Emerson (EMR) to $173 from $155 and maintained an Outperform rating after the company reported quarterly results that outpaced expectations. Orders grew 9% overall and roughly 18% in North America, supported by project wins across LNG, Power, Semiconductors, Life Sciences and Aerospace and a sizable project funnel …
Northland has reiterated an Outperform rating and a $260 price target on Advanced Micro Devices, citing stronger-than-expected quarterly results and guidance driven by AI-related product momentum and resilient PC demand. The firm remains cautious on longer-term forecasts versus consensus and highlights specific financing uncertainty tied to Oracle/…
Needham lowered its 12-month price objective for Super Micro Computer (SMCI) to $40 from $51 but kept a Buy rating after the company posted fiscal Q2 2026 results that beat revenue expectations and raised full-year guidance. Management cited a large customer data center deployment and growing traction for the company’s DCBBS technology. Other broke…
Raymond James upgraded Colliers International (CIGI) from Outperform to Strong Buy and nudged its price target to $200 from $195 after the company agreed to acquire Ayesa. The move comes as Colliers shares trade below recent levels, and follows a 6% drop on Tuesday amid broader market headwinds for data, technology and professional services stocks.…
Mizuho has raised its price target on Hubbell Inc. to $575 from $500 while maintaining an Outperform rating, pointing to stronger utility-related demand and rapid expansion in the company's data center business even as metering and AMI remain weak. The firm held its 2026 EPS estimate steady and nudged its 2027 forecast higher amid a mixed margin-gr…
Northland has reaffirmed an Outperform rating on Complete Solaria (NASDAQ:SPWR) and set a $5.40 price target, implying roughly 239% upside from the current $1.59 share price. The firm pointed to sustained operating income, a strong gross margin and major geographic expansion as drivers. Broader market dynamics, including rising electricity costs an…
B.Riley has reiterated a Buy rating and set a $12.00 price target on Nuvation Bio Inc (NYSE:NUVB), pointing to accelerating commercial traction for the company’s ROS1-positive lung cancer therapy Ibtrozi. Recent IQVIA WSP weekly figures show the drug reaching a new weekly sales peak through the week ending January 23, 2026, while quarter-to-quarter…
B.Riley has reaffirmed a Buy rating and a $55.00 price target on TG Therapeutics (TGTX), citing accelerating prescription volumes and stronger-than-expected revenue for the multiple sclerosis therapy Briumvi. Preliminary fourth-quarter U.S. Briumvi sales and full-year 2025 results exceeded estimates, and management provided 2026 U.S. sales guidance…
