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.
3,516 total articles
Benchmark increased its DoorDash Inc. (DASH) price objective to $285 from $280 and kept a Buy rating, citing the companys shift from pure food delivery toward a wider local commerce platform. DoorDash reported nearly 28% revenue growth over the past 12 months and is expanding into merchant software, B2B products, fulfillment infrastructure and adv…
Benchmark has lowered its price target on Booking Holdings (BKNG) to $5,600 from $6,400 while keeping a Buy recommendation. The firm points to valuation pressures despite robust fourth-quarter results where gross bookings topped consensus by $1 billion and room nights rose 9%. Near-term risks include surprise marketing deleverage and first-quarter …
Benchmark raised its price target on eBay Inc. to $115 from $110 and kept a Buy rating after the company reported fourth-quarter 2025 results and fiscal 2026 guidance that topped expectations. The company announced a $1.2 billion acquisition and a new $2 billion share repurchase authorization, reported solid growth metrics including 6% FX-neutral r…
Benchmark increased its price target on Global-E Online Ltd (GLBE) to $60 from $52 and kept a Buy rating following stronger-than-expected fourth-quarter gross merchandise volume and revenue. Management cited healthy demand across geographies and verticals while analysts weighed robust growth metrics against valuation concerns.
Stifel increased its 12-month price target on TFI International to $116 from $113 while retaining a Hold rating, citing a fourth-quarter earnings beat and stronger-than-expected cash flow and margins. Management flagged continued weakness in freight demand and issued conservative first-quarter guidance, leaving valuation and near-term volume visibi…
Stifel reduced its 12-month price target for Genius Sports Ltd. (GENI) to $7.00 from $10.00 and kept a Hold rating after incorporating recent checks on the company’s acquisition of Legend. The move follows Genius Sports’ shareholder letter defending the deal and comes amid investor unease over potential AI-driven user engagement changes for the acq…
Stifel raised its price target on Wingstop Inc. to $325 from $290 and kept a Buy rating, pointing to operational execution, the rapid Smart Kitchen rollout in 2025, and a planned national Club Wingstop loyalty program in 2026 as drivers of durable comparable-sales growth and higher customer frequency.
Stifel reaffirmed a Buy rating on Wolverine World Wide (NYSE: WWW) and set a $25.00 price target, implying roughly 39% upside from the current $17.99 share price. The firm cites strengthening brand performance at key marques and favorable holiday consumer trends as drivers for potential upside to fourth-quarter 2025 results, while other brokerages …
Stifel reduced its price target on Brightstar Lottery PLC to $20 from $21 while preserving a Buy recommendation. The brokerage adjusted its model ahead of the company’s fourth-quarter 2025 earnings report scheduled for February 24, citing a Powerball jackpot run and FX tailwinds that were offset by weaker core North American same-store sales. Brigh…
Stifel reduced its price target on Figma Inc. (NYSE: FIG) from $40 to $30 while retaining a Hold rating. The new target implies roughly 20% upside from the stock's recent price of $24.89. The move follows Figma's better-than-expected fourth-quarter results and upbeat 2026 revenue guidance, but Stifel flagged uncertainty about how increased AI inves…
Stifel raised its price target on Cardinal Infrastructure Group (CDNL) to $31 from $28 while keeping a Buy rating, citing the company's acquisition of ALGC and preliminary fourth-quarter 2025 results that implied revenue and EBITDA above consensus. The deal and preliminary results underpin recent analyst optimism, though valuation metrics and diffe…
HSBC launched coverage of PicPay (PICS) with a Buy recommendation and a $21 price objective, implying roughly 59% potential upside from the current market price of $15.48. The bank based its valuation on a dividend discount model using a 15% cost of equity and 8.0% growth rate. HSBC highlights PicPay's rapid revenue expansion and robust liquidity, …
Stifel increased its price target on Bausch & Lomb Corp. to $16 from $15 while retaining a Hold rating after the company reported mixed fourth-quarter 2025 results. Revenue growth and segment performance showed a split picture: Miebo and Contact Lenses outperformed certain expectations, while Surgical and Consumer missed. Adjusted EBITDA topped est…
Cantor Fitzgerald kept an Overweight rating and a $400 price target on Analog Devices (NASDAQ: ADI), highlighting modest quarterly outperformance, a strong raise, and sector- and company-specific drivers including automated test equipment, automotive dealer electronic fulfillment, and data center power and optical applications. The firm attributes …
Cantor Fitzgerald maintained an Overweight rating and a $49.00 price target on NewAmsterdam Pharma Co NV (NASDAQ:NAMS) after the company released fourth-quarter results. The target implies roughly 42% upside from the stock's current $34.56 level, though InvestingPro data indicates the share price may exceed its Fair Value. Multiple near- and mid-te…
Cantor Fitzgerald left its Neutral rating and $90 price target on eBay Inc. after the company reported fourth-quarter results that modestly exceeded expectations. Management outlined fiscal 2026 guidance roughly in line with fiscal 2025 for gross merchandise volume (GMV) and non-GAAP operating income, confirmed a $1.2 billion agreement to acquire D…
Cantor Fitzgerald maintained an Overweight rating and a $17.00 price target on Remitly Global Inc. after the company reported fourth-quarter revenue and adjusted EBITDA that beat Street estimates. The stock jumped on the results and guidance, the company named Sebastian J. Gunningham as CEO, and preliminary targets for 2026 point to mid-teens reven…
DA Davidson trimmed its price target on Amplitude Inc to $12 from $16 while retaining a Buy recommendation. The move comes amid better-than-expected fourth-quarter results, steady revenue growth and an acquisition to boost marketing analytics, even as guidance for 2026 margins and new business assumptions suggest a cautious valuation reset.
Cantor Fitzgerald maintained a Neutral rating on Sabre Corporation with a $2.00 price target after the company posted fourth-quarter results that beat estimates on revenue and EBITDA. Sabre detailed an AI-led strategy for agentic travel experiences and disclosed partnerships, while providing mid-single-digit growth guidance. Despite the operational…
Cantor Fitzgerald reiterated an Overweight rating and a $15.00 price target on Allot Communications (ALLT), implying roughly 50% upside from the then-current share price of $10.13. The firm pointed to carrier-led Security-as-a-Service (SECaaS) distribution, rising AI-driven cyber threats and stronger SMB and consumer demand for bundled security as …
Summary: DA Davidson increased its price objective on Fluor Corp. (FLR) to $60 from $55 while keeping a Buy rating, reflecting the company’s fourth-quarter 2026 guidance and ongoing small modular reactor (SMR) monetization efforts. The new target implies roughly 16% upside from Fluor’s current price of $51.70. The analyst house highlighted opportun…
BMO Capital raised its price target on SolarEdge Technologies to $26 from $25 while keeping an Underperform rating after a fourth-quarter earnings call that largely matched expectations. The company is guiding modestly stronger first-quarter revenue and showing margin recovery driven partly by U.S. manufacturing and production tax credits, but BMO …
D.A. Davidson raised its price target for Franklin Electric (FELE) to $100 from $90 while retaining a Neutral rating. The firm left its 2026 estimates unchanged and rolled out initial 2027 projections, citing generally healthy end-market demand, a supportive order book and a strong balance sheet. Franklin Electric reported fourth-quarter 2025 EPS i…
DA Davidson lowered its price target on Booking Holdings to $6,000 from $6,600 while keeping a Buy rating, pointing to uncertainty around artificial intelligence as the rationale despite the company delivering stronger-than-expected fourth-quarter results. Booking reported upside across key metrics, with room night growth accelerating to 9% and gro…
DA Davidson reduced its price target on AvePoint Inc. (AVPT) to $18 from $20 while retaining a Buy recommendation. The firm anticipates fourth-quarter annual recurring revenue (ARR) at or above the midpoint of guidance when AvePoint reports on Thursday, February 26 before the market opens, but modestly lowered its calendar year 2026 EBIT margin est…
