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
Wells Fargo increased its 12-month price target for Marathon Petroleum (MPC) to $217 from $213 and retained an Overweight rating after Marathon reported stronger-than-expected fourth-quarter 2025 results. The move reflects a combination of an EPS beat, unexpectedly high refining EBITDA and continued shareholder returns through buybacks and distribu…
Oppenheimer increased its price target on Enphase Energy to $68 from $67 and maintained an Outperform rating, citing recent results, stronger guidance and the company’s bidirectional charging technology that the firm says is compatible with 800V data center applications. The research house pointed to Enphase’s power-management features, a favorable…
Wells Fargo raised its price objective for Willis Towers Watson to $379 from $366 and kept an Overweight rating after quarterly results showed robust organic growth, particularly in the Risk & Broking unit and Corporate Risk & Broking. The company also beat fourth-quarter 2025 EPS and revenue estimates, and Evercore ISI separately increased its tar…
Stifel has increased its price target on Cirrus Logic Inc. (CRUS) to $163.00 from $150.00 and retained a Buy rating following the company's stronger-than-expected fiscal third-quarter results. The quarter delivered higher revenue and EPS than analysts anticipated, management reiterated robust unit-volume trends and a favorable product mix, and the …
Harbour Energy PLC shares slipped after Goldman Sachs cut its rating to Sell from Neutral and lowered the company’s price target to 200p from 220p. The bank pointed to substantial exposure to European gas prices and higher-than-target leverage following the LLOG acquisition, noting that free cash flow improvements are expected only from 2027.
Stifel raised its price target on Teradyne to $325 from $280 while maintaining a Buy rating after management signaled that AI applications now account for more than 70% of the company's semiconductor test business in the first quarter. The firm updated its mid-term model and framed the new target at 38 times its 2027 earnings estimate, with Teradyn…
Stifel has increased its 12-month price objective on Monolithic Power Systems to $1,300 from $1,250 while keeping a Buy rating ahead of the company's upcoming quarterly results. The research house projects a December-quarter outperformance driven by broad customer contributions, robust hyperscaler capex, stronger SSD storage demand and signs of an …
Stifel lowered its price objective on BellRing Brands to $34 from $50 while retaining a Buy rating after the company's first-quarter results and revised fiscal 2026 guidance. The brokerage pointed to slower-than-expected implementation of merchandising initiatives and heightened promotional activity from competitors as reasons for trimming the high…
Rosenblatt Securities has maintained a Buy rating on Sonos Inc. and reiterated a $21.00 price target, citing another quarter of results that outpaced expectations, resilient free cash flow and cost reductions despite tariff-related margin pressure and broader macroeconomic challenges. The company reported strong first-quarter 2026 earnings that exc…
Freedom Capital Markets kept a Hold rating and a $38.00 price target on Chipotle Mexican Grill after the company reported fourth-quarter 2025 results. The results modestly topped expectations, but the company’s guidance for fiscal 2026 - including flat same-store sales and roughly 150 basis points of year-over-year restaurant-level margin compressi…
TD Cowen raised its price objective on Amgen to $420 from $389 and retained a Buy rating, pointing to fourth-quarter revenue and EPS that outperformed expectations, fiscal 2026 guidance that eases concerns around product exclusivity, and a portfolio of 14 blockbusters plus an underappreciated pipeline that the firm says supports durable EPS through…
TD Cowen raised its price target on Enphase Energy to $40 from $35 while retaining a Hold rating, citing stronger first-quarter 2026 revenue guidance and lean channel inventory driven by a US demand surge. Other brokers have also moved more positive, upgrading ratings and lifting targets after the company posted better-than-expected fourth-quarter …
TD Cowen raised its price target on Marathon Petroleum to $198 from $183 and maintained a Buy rating after the company reported stronger-than-expected earnings. The firm cited refining margin capture, aggressive share repurchases, and seasonal margin tailwinds, while warning that planned turnarounds will press on first-quarter 2026 throughput and o…
Truist Securities reduced its price target for Graphic Packaging Holding Company (GPK) to $14 from $18 while keeping a Hold rating, pointing to softer volumes and pricing. The company missed on adjusted Q4 2025 EPS, provided 2026 guidance below analyst expectations, and disclosed significant cost increases for a Waco, Texas mill project. Investors …
Jefferies reduced its price target for Clorox (CLX) to $151 from $152 while maintaining a Buy rating. The firm pointed to a solid finish to a difficult first half but said Clorox must still prove that recent investments and product innovation will translate to market-share gains in the tougher second half. Clorox’s Q2 results showed revenue above e…
Telsey Advisory Group trimmed its 12-month price target for Chipotle Mexican Grill to $48 from $50 while keeping an Outperform rating after the company reported fourth-quarter 2025 results. The quarter delivered modest upside to earnings and revenue versus forecasts, yet comparable sales declined and restaurant-level margins contracted. Market metr…
Evercore ISI raised its price target on Advanced Micro Devices to $328 from $283 and retained an Outperform rating, citing management guidance for robust data center revenue expansion and sequential increases in GPU sales outside China. The move follows a quarter Evercore characterized as a "beat/raise," even as AMD shares dipped in after-hours tra…
Stifel increased its price target for Lumentum (LITE) to $480 from $400 and kept a Buy rating after the company's robust fiscal second-quarter 2026 performance. The firm points to accelerating demand driven by AI-related network growth and a new long-term growth pillar, while Lumentum posted revenue and adjusted EPS results that outpaced management…
Evercore ISI kept an In Line rating and a $2.00 price target on 8x8 after the cloud communications company reported a third consecutive quarter of year-over-year revenue growth. Service revenue outperformed guidance, driven by rising usage-based sales, while management flagged a $10 million Fuze migration-related revenue drag that will persist into…
Stifel reduced its price target on Chipotle Mexican Grill to $45 from $50 but retained a Buy rating, citing concerns about the company’s FY26 guidance that calls for flat comparable sales and material margin compression. The firm remains supportive of several customer-acquisition initiatives even as other analysts adjusted their targets following t…
BofA Securities raised its price target on Advanced Micro Devices to $280 from $260 and retained a Buy rating, pointing to AMD’s growing stature as a merchant AI GPU alternative to Nvidia and its track record of beating expectations. The move follows quarterly results that exceeded consensus and prompted other firms to adjust targets and reaffirm r…
Mizuho downgraded Resonac Holdings Corp from Outperform to Neutral even as it raised its price target to JPY9,000 from JPY4,800, leaving limited upside. The bank praised projected profit gains in semiconductor applications but cited valuation and mobility-segment risks. Goldman Sachs separately initiated coverage with a Buy rating and a JPY8,050 ta…
Citizens reiterated its Market Perform rating on Expedia (EXPE) in a research note released Wednesday, pointing to improved execution across strategic priorities, growth in B2B and advertising, and margin gains in B2C. The firm values Expedia at $28.73 billion and views the shares as fairly valued at 7.4x 2027E EBITDA. While commending advances suc…
Citizens maintained its Market Outperform rating and $3.00 price target on Prelude Therapeutics (PRLD), implying roughly 31% upside from the $2.29 share price. The firm highlighted FDA IND clearance for PRT12396, a solid cash position relative to debt, and compelling preclinical results—while noting a competitive field of mutant-selective JAK2V617F…
Citizens has reiterated its Market Outperform rating and a $200.00 price objective on The Hanover Insurance Group (NYSE:THG), implying roughly 15% upside from the current $174.05 share price. The firm cited Hanover’s concentration on small and middle-market business, robust personal lines pricing, and prior management actions to cut exposure to pro…
