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
Oppenheimer has reaffirmed an Outperform rating on Integer Holding (NYSE:ITGR) and set a $130.00 price target after the company reported fourth-quarter results. The target sits well above the recent share price of $86.04 and implies substantial upside, even as the stock trades at a P/E of 35.37. Oppenheimer described the quarter as "light," charact…
Raymond James has reaffirmed a Strong Buy rating and a $19.00 price target on Ardelyx following a newly issued U.S. formulation patent for tenapanor. The patent (No. 12,539,299) may extend the drug's exclusivity window to 2042, and the firm says even a partial extension could add meaningful value to the company's discounted cash flow model. Ardelyx…
TD Cowen increased its 12-month price target for Ametek Inc. (AME) to $260 from $230 while retaining a Buy rating. The revised target implies roughly a 14% upside from the stock's trading level near $228.92 and follows stronger order trends, improving segments, and an earnings beat for the fourth quarter of 2025.
Truist Securities reduced its price target on SL Green Realty (NYSE: SLG) to $44 from $47 while maintaining a Hold rating. The firm raised its 2026 FFO estimate slightly, left 2027 unchanged below consensus, and flagged potential dilution from planned asset sales and debt refinancings. Truist also noted risks from lease economics and uncertain whit…
Needham analyst Mayank Tandon maintained a Hold rating on PayPal following a fourth-quarter performance that missed expectations and guidance for the coming quarters that came in below consensus. The company announced a CEO transition to Enrique Lores from HP, while several sell-side firms reiterated neutral or negative views amid slowing branded c…
Freedom Capital Markets raised its price target on Meta Platforms Inc. to $825 from $800 and maintained a Buy rating following the company’s fourth-quarter 2025 results. The firm pointed to record holiday-season demand, AI-led gains in ad efficiency and revenue that exceeded consensus as supporting factors. Management’s optimistic outlook for Q1 20…
Freedom Capital Markets raised its price objective on IES Holdings (IESC) to $458 from $440 while maintaining a Buy rating, citing stronger positioning in non-residential end markets following the company's Q1 fiscal 2026 report. The firm pointed to data center-driven growth that supported Communications and Infrastructure Solutions segments, even …
Freedom Capital Markets maintained a Hold rating and a $6.20 price target on RPC Inc. (NYSE:RES) after the company reported fourth-quarter 2025 results that missed adjusted earnings expectations. Revenue of $426 million modestly beat forecasts but reflected a 5% sequential decline and a year-on-year mix change driven by the Pintail Alternative Ener…
Guggenheim raised its price target on Madison Square Garden Entertainment (MSGE) to $74.00 from $70.00 while keeping a Buy rating after the company reported fiscal second-quarter 2026 results. The firm highlighted revenue alignment with estimates and several operational drivers, even as reported EPS missed expectations. Guggenheim also published up…
William Blair has kept an Outperform rating on Axon Enterprise after the Department of Homeland Security announced immediate body-worn camera use for agents in Minnesota and plans to broaden the program nationally as funding permits. Analysts point to a much larger long-term opportunity than an initial $20 million allocation, highlighting Axon’s hi…
Truist Securities has reduced its price target for NXP Semiconductors (NXPI) to $255 from $265 but kept a Buy rating. The adjustment follows slightly stronger-than-expected fourth-quarter results and first-quarter guidance that showed strength in mobile and communications infrastructure, while some end markets such as Automotive showed softer-than-…
Raymond James has reaffirmed a Market Perform rating on PayPal (PYPL) following the company’s fourth-quarter results and below-consensus guidance for fiscal 2026. The bank highlighted an adjusted EPS miss and weaker transaction margin dollars, while third-party data show PayPal retains strong balance-sheet indicators even as operational metrics coo…
Medtronic will acquire the remainder of CathWorks in a deal worth up to $585 million, with potential additional earn-outs. Analysts at Leerink Partners maintained an Outperform rating and a $120 price target on Medtronic, calling the transaction an "incremental positive." Management expects the deal to close by the end of fiscal 2026 and to be imma…
Lynx Equity cautions that upcoming earnings reports from Advanced Micro Devices (AMD) and Super Micro Computer (SMCI) could rekindle investor concern across the artificial intelligence hardware ecosystem. The research note highlights recent headwinds for AI-related names, flags possible tempered commentary from AMD on its 2026/2027 AI outlook, and …
Goldman Sachs assessed the economic fallout from winter storm Fern, which produced freezing temperatures and widespread snow and ice from New Mexico to Maine. The bank expects a concentrated drag on housing activity in the first quarter but does not anticipate a material impact on January nonfarm payrolls. Other data series and regional development…
BofA Securities raised its price target on Fluence Energy to $32 from $25 while keeping a Neutral rating. The move comes as the stock has run sharply higher, placing greater emphasis on upcoming quarterly results to demonstrate demand and execution improvements. Analysts and investors will watch U.S. order flow, AESC FEOC progress, and management c…
Jefferies has reiterated a Buy rating and a $132.00 price target on Walmart, arguing the retailer is well-placed to gain from PepsiCo's recent price cuts across major snack brands. The brokerage frames the reductions as the start of branded price normalization and highlights Walmart's scale, food volumes, and private-label traction as competitive a…
Raymond James reduced its 12-month price objective for Broadridge Financial to $257 from $276 but retained an Outperform rating after the company reported a strong fiscal second quarter and lifted full-year earnings guidance. The firm raised its forward EPS estimates slightly yet applied a more cautious valuation multiple given current market conce…
Accenture shares fell roughly 7% amid a wider downturn across IT services, nearing a 52-week low and extending a near-30% year-over-year decline. Baird questioned the magnitude of the selloff given Accenture's diversified offerings and solid financial metrics, and called the stock a buying opportunity. The firm also pointed to industry headwinds ti…
Deutsche Bank increased its price target for Palantir Technologies Inc. to $200 from $160 while retaining a Hold rating. The move reflects stronger confidence in Palantir’s business and cash generation, even as high valuation metrics and limited capital-return plans temper upgrades. Recent fourth-quarter results and a range of analyst reactions ill…
Goldman Sachs has affirmed a Buy rating on Apple Inc. with a $330.00 price objective, pointing to improving App Store spending as a key driver for Services revenue. The target implies roughly 22% upside from Apple’s then-current share price of $270.16. January App Store data showed around 7% year-over-year growth, with mixed results across categori…
HSBC upgraded Palantir Technologies Inc. (PLTR) from Hold to Buy and raised its price target to $205, citing a stronger-than-expected fourth quarter that included 70% revenue growth, substantial margin improvement and raised 2026 profit guidance. Other brokerages issued a range of reactions from Buy reaffirmations to Neutral ratings and mixed price…
Freedom Capital Markets reiterated a Sell rating and a $123.00 price target on ExxonMobil (XOM) after the company released recent financial results. While ExxonMobil reported operational records driven by production growth in Guyana and the U.S. Permian Basin and beat quarterly estimates, the company’s consolidated adjusted net earnings fell for a …
Freedom Capital Markets reaffirmed a Buy rating and a $54.00 price target on Flexsteel Industries after the furniture maker reported fiscal second-quarter 2026 results showing revenue growth, an adjusted EPS improvement, and an earnings beat versus expectations. The company’s shares reacted positively to the report, while operating margin compresse…
UBS increased its 12-month price objective on ExxonMobil to $171 from $145 and kept a Buy rating following the oil major's Q4 2025 results. The firm cited an overall earnings beat but flagged underperformance versus Chevron, multiple segment misses, a sharp drop in U.S. chemicals earnings, and guidance pointing to lower first-quarter volumes and ma…
