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
Citizens reiterated its Market Perform rating on PJT Partners while leaving its near-term earnings estimates largely unchanged. Valuation metrics show a relatively low PEG and a P/E that suggests the stock may be inexpensive relative to projected growth. The analyst noted confidence in PJT’s ability to expand capacity and relevance in the market, e…
Loop Capital reaffirmed a Buy rating and set a $310.00 price target on Advanced Micro Devices (AMD) after the company posted fourth-quarter 2025 results and provided guidance for the first quarter of 2026. The target is based on a 29.0x multiple of Loop Capital’s revised fiscal 2027 EPS estimate, while the street consensus remains firmly in Buy ter…
Truist Securities increased its price target on Advanced Micro Devices to $283 from $277 and kept a Buy rating after AMD reported fourth-quarter results above expectations and provided stronger-than-expected guidance for the first quarter. The move follows solid performance in the data center business and raises in EPS forecasts, while other sell-s…
Piper Sandler has maintained an Overweight rating and a $300.00 price target on Advanced Micro Devices Inc. (AMD), reflecting confidence after a quarter that exceeded expectations and guidance that topped consensus. The firm's target implies roughly 24% upside from AMD's current market price of $242.11 and follows results and forward guidance that …
Bernstein analyst Stacy Rasgon increased Advanced Micro Devices Inc.'s price target to $235 from $225 while retaining a Market Perform rating. The firm highlighted solid server demand and ongoing client share gains, but cautioned on rising operating expenses, potential second-half client headwinds and ambiguity around the OpenAI-driven AI ramp outs…
Citizens has reaffirmed its Market Outperform rating and $30.00 price target on Aviat Networks (AVNW) after the company posted fiscal second-quarter 2026 results that beat analyst estimates for adjusted EBITDA, revenue and non-GAAP EPS. Aviat recorded its strongest Q2 bookings in over a decade and a consecutive quarter with a book-to-bill ratio abo…
Citizens has reiterated a Market Perform rating on Avanos Medical (AVNS), citing management's strategic refocus after a leadership change and the company's valuation metrics. Avanos reported Q3 2025 results that topped expectations and disclosed a co-marketing agreement with Siemens Healthineers, while setting a long-term revenue target of roughly …
Jefferies downgraded Webster Financial (WBS) from Buy to Hold and reduced its price target to $75.00 from $80.00 after the Connecticut-based bank agreed to be acquired by Banco Santander. The transaction, priced at roughly $75.59 per share and structured as 65% cash and 35% stock, represents a 15% premium to Webster’s pre-announcement close and val…
Rothschild Redburn cut its rating on CF Industries from Neutral to Sell and set a $72 price target, arguing that fertilizer prices will normalize and that CF is unlikely to offset margin pressure through lower natural gas costs. The firm models higher-than-consensus feedstock costs and expects blended selling prices to drift toward mid-cycle levels…
Goldman Sachs kept its Neutral rating on Advanced Micro Devices (AMD) and set a $210.00 price target. The firm acknowledged strong top-line performance driven by the Datacenter segment, including results that beat expectations, but highlighted significantly higher-than-expected operating expense guidance and limited near-term operating leverage tie…
HSBC downgraded PayPal from Buy to Hold and reduced its price target to $47.00 from $72.00, pointing to diminished confidence in the company’s ability to arrest share losses in e-commerce. The move follows a sharp share-price slide and a marked slowdown in PayPal’s branded checkout growth in Q4 2025, while management moves and revised guidance have…
Deutsche Bank lowered its rating on Entegris Inc. (ENTG) from Buy to Hold while increasing its 12-month price target to $105.00 from $100.00. The bank pointed to memory shortages and weakening consumer electronics demand as key near-term risks for the semiconductor materials supplier, even as some peers lift targets or maintain upbeat views on long…
Baird raised its price target on Ball Corp to $75 from $63 while keeping an Outperform rating, citing early signs of consistent earnings and disciplined cash-flow allocation that could support more than 10% earnings growth. The new target implies a significant upside from the current share price and is anchored to the firm's 2027 earnings estimate.…
Baird upgraded GE Vernova (GEV) from Neutral to Outperform and lifted its price target to $923 from $701, citing confidence that the energy infrastructure cycle is in its early stages and that GE Vernova stands to gain materially. The firm left its earnings estimates unchanged while increasing the target by $222. The move follows stronger company r…
BMO Capital upgraded Enphase Energy from Underperform to Market Perform and raised its price target to $41 from $31 after the company issued a Q1 2026 revenue guide that exceeded the firm's expectation and signaled sequential revenue improvement. Enphase also reported a fourth-quarter 2025 earnings beat, though the stock showed a slight dip in afte…
RBC Capital cut its rating on Webster Financial from Outperform to Sector Perform while boosting its price target to $75 from $72 after Santander agreed to acquire Webster in a transaction priced at $75 per share. The deal, a mix of 65% cash and 35% stock, values Webster at approximately $12.3 billion and implies several valuation multiples across …
Jefferies initiated coverage of Levi Strauss & Co. (NYSE:LEVI) with a Buy rating and a $25.00 price target, pointing to the company’s shift to direct-to-consumer sales, strong gross margins, growth in tops and women's categories, and a continued focus on shareholder returns. The firm highlighted multiple strengths including cash flow coverage of in…
Jefferies started coverage of Kontoor Brands Inc. (KTB) with a Hold rating and a $65 per-share target, placing the valuation slightly above the stock’s recent trading level. The firm acknowledged improvements in profitability since Kontoor’s 2019 spin-off and highlighted strength in Wrangler and expanding female and outdoor segments, while flagging…
Canaccord Genuity moved PayPal (NASDAQ:PYPL) from Buy to Hold and cut its price target to $42.00 from $100.00 as the stock trades around $41.70 near its 52-week low. The firm acknowledged healthy cash generation and attractive valuation metrics even as other brokers adjust ratings and targets following PayPal's fourth-quarter 2025 results and signs…
UBS initiated coverage of SEI Investments (NASDAQ: SEIC) with a Buy rating and a $115 price objective, implying roughly 37% upside from the stock's recent trading level of $84.13. The bank highlights SEI as a beneficiary of secular growth in alternative asset management, improved execution under new leadership, and projected medium-term EPS expansi…
Compass Point upgraded PayPal from Sell to Neutral while cutting its price target to $51 from $55, citing the stock's reflection of near-term uncertainty amid a CEO transition. The firm flagged market share losses and execution risks on the company's updated checkout strategy, but noted limited downside given valuation and pronounced buybacks. Othe…
Mizuho upgraded Booking Holdings from Neutral to Outperform while holding its $6,000 target, implying roughly 30% upside from the current share price of $4,644.64. The firm raised its 2027 EPS estimate by 4% and called concerns that generative AI will shift bookings directly to hotels 'overblown.' Booking trades below its three-year average valuati…
Mizuho cut its price objective on Evolus (NASDAQ: EOLS) to $15.00 from $19.00 while leaving an Outperform rating in place after the company provided lower-than-expected preliminary fourth-quarter 2025 results and issued first-time 2026 revenue guidance along with a revised 2028 outlook. The stock is trading near its 52-week low after a steep one-ye…
RBC Capital cut its price target on Broadridge Financial to $245 from $265 while leaving an Outperform rating in place. The company reported fiscal Q2 results that beat expectations, posted a sizable beat in event-driven revenue, and raised its full-year earnings outlook. Market reactions have been mixed despite the positive operational update.
Barclays raised its price target for Capri Holdings to $32 from $31 and kept an Overweight rating, citing signs of improved inventory productivity and an expected consolidated gross margin inflection in the second half of calendar 2026. The call comes as Capri reported fiscal third-quarter 2026 results that topped analyst forecasts, yet the stock f…
