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
UBS has kept its Buy rating and $260.00 price target on Tenet Healthcare (NYSE: THC) after Tenet announced that CommonSpirit will redeem its 23.8% stake in Conifer Health and will wind down its service contract at the end of 2026. The CommonSpirit relationship currently accounts for roughly $190 million of annual adjusted EBITDA attributable to Con…
UBS reiterated a Buy rating and an $82 price target on Coca-Cola (NYSE:KO) ahead of the company's fourth-quarter earnings report scheduled for February 10. The bank highlights Coca-Cola's steady organic growth trajectory and low share-price volatility, while noting valuation stretches relative to large-cap peers. Management changes, shifting consum…
UBS has kept a Neutral recommendation and an $85.00 price target on Crocs (NASDAQ:CROX). The broker highlights mixed signals: the share price has outpaced the S&P 500 in the past three months, yet elevated short interest and a weak crowding score point to persistent investor skepticism. UBS identified a trio of near-term performance milestones that…
UBS has reaffirmed a Buy rating on Walt Disney Co. with a $138.00 price target, aligning with a broader analyst consensus that currently leans strongly positive. The firm revised down its fiscal second-quarter operating income forecast to $4.4 billion from $4.9 billion, attributing the change primarily to timing issues rather than fundamental deter…
UBS has reiterated a Buy rating on Peloton Interactive (PTON) with an $11.00 price target, implying roughly 90% upside from the current $5.80 share price. The brokerage highlights better-than-expected Q1 churn improvement and notes that Peloton is guiding to flat year-over-year churn for the full fiscal year, while flagging a near-term Q2 churn inc…
UBS lowered its price target for Palantir Technologies to $180 from $205 while keeping a Neutral rating, citing an updated view on growth prospects even after the company reported unusually strong revenue and margin results. Palantir delivered 70% total revenue growth and very high margins, prompting other firms to raise targets and highlight AI-dr…
UBS trimmed its price target on Marvell Technology to $115 from $120 while preserving a Buy rating following the closing of the Celestial AI acquisition. The firm expects near-term EPS dilution from the deal but has raised revenue forecasts for calendar 2027 and models upside if Marvell executes planned product ramps. Market consensus remains stron…
UBS reduced its price target for Procore Technologies (PCOR) from $87.00 to $74.00 while keeping a Buy rating, pointing to continued mid-teens growth supported by customer checks and industry data. The firm left its FY26 revenue forecast at 10% year-over-year and noted investor expectations for an initial FY26 outlook closer to 12% revenue growth a…
UBS increased its 12-month price objective on Woodward Inc. to $417 from $378 and reiterated a Buy rating following a quarter that beat expectations and prompted a cross-segment guidance raise. The upgrade accompanies continued strength in aerospace and industrial end markets, visible margin improvement tied to productivity investments, and durable…
UBS raised its target on Amazon.com to $311 from $310 and reaffirmed a Buy rating as it updated valuation assumptions and boosted forecasts for AWS revenue and capital expenditures. The bank has increased its aggregated capex outlook for the period from Q4 2025 through Q4 2027 to $344 billion, with AWS representing $260 billion of that total. UBS c…
Benchmark has reduced its 12-month price target for LiveRamp Holdings Inc. to $38 from $53 while keeping a Buy rating, citing a more cautious valuation approach based on a three-year average forward EV/Adjusted EBITDA multiple of 10x. The stock, trading around $23.12 and close to its 52-week low of $22.82, is viewed by the analyst as attractively p…
Stifel raised its price objective for Simon Property Group (SPG) to $185 from $184 while keeping a Hold rating. The adjustment follows a fourth-quarter Real Estate FFO per share beat and reflects higher net operating income from the REIT's properties. Simon also reported outsized Q4 2025 EPS and revenue versus forecasts.
Truist Securities has reaffirmed a Buy rating on Palantir Technologies Inc. (PLTR) and set a $223 price target, citing the company’s accelerating revenue growth and strong margin profile as evidence that Palantir is driving AI adoption at scale. The firm materially raised its 2026 revenue and free cash flow forecasts, while other analysts offered a…
Truist Securities has reaffirmed a Buy rating on Robinhood Markets with a $155.00 price target even as the stock plunged roughly 10% in a single session. The price objective implies roughly 74% upside from the cited $88.99 level, while third-party InvestingPro data shows the shares trading above Fair Value and carrying a price-to-earnings ratio of …
Benchmark increased its price target on Lionsgate Studios Corp to $12.00 from $11.00 while keeping a Buy rating ahead of the company’s upcoming quarterly results. The move reflects greater confidence in Lionsgate’s financial trajectory and clearer visibility on the studio’s release slate, anchored by strong box-office performance from recent theatr…
Argus raised its price objective on Lam Research to $280 from $275 while keeping a Buy endorsement after the company reported fiscal second-quarter 2026 results that beat consensus. The upgrade reflects confidence in Lam's near-term trajectory following robust revenue, margin expansion and guidance that exceeded analyst expectations, though some va…
TD Cowen trimmed its price objective on Procore Technologies to $80 from $90 while leaving its Buy rating intact. The firm models 19% growth in fourth-quarter contracted remaining performance obligations (cRPO) and anticipates a revenue beat and guidance in line with expectations for fiscal 2026. The move reflects weaker sector valuations despite d…
Argus Capital increased its price target on Western Digital Corp. to $300 from $180 and kept a Buy rating after the company reported fiscal second-quarter 2026 results that outpaced expectations. Western Digital posted solid top- and bottom-line beats, an expanded share repurchase authorization and guidance that topped consensus, yet the stock fell…
Benchmark maintained its Buy rating and $29.00 price objective on Alliance Resource Partners (ARLP) following fourth-quarter results that topped EBITDA expectations. The company shows an attractive valuation and a long history of dividend payouts, while management lays out 2026 guidance that aligns with analyst forecasts despite mine idling and wea…
TD Cowen has lifted its 12-month price target for Revvity Inc (RVTY) to $124.00 from $120.00 while retaining a Buy rating. The revised target sits about 15% above the stock's current price of $107.94 and represents roughly a 3.3% increase over the firm's prior target. The adjustment accompanies recent analyst upward revisions to earnings and comes …
TD Cowen has maintained a Hold rating on DaVita with a price target of $133 following the company's fourth-quarter results. DaVita beat revenue and adjusted EBIT estimates in Q4, benefitted from stronger-than-expected performance in its Integrated Kidney Care segment and set fiscal 2026 EBIT guidance slightly above consensus. A separate Fair Value …
Cantor Fitzgerald reiterated an Overweight rating on NXP Semiconductors, keeping a $280.00 price target and pointing to underappreciated secular growth and through-cycle resiliency. The firm flagged near-term headwinds tied to automotive exposure, sequential gross margin pressure and weak industrial demand even as recent quarterly results slightly …
Williams Trading upgraded Birkenstock Holding plc (NYSE:BIRK) from Hold to Buy while keeping a $49 price target, driven primarily by valuation metrics that suggest significant upside from current levels. The research firm highlighted attractive EBITDA multiples and low P/E and PEG ratios but reiterated concerns about distribution execution and reta…
Benchmark has reaffirmed a Hold rating on Marvell (NASDAQ:MRVL) following the company's completion of its acquisition of Celestial AI, a supplier of optical interconnect technology. Marvell projects that meaningful revenue from Celestial AI will not begin until the second half of fiscal 2028, ramping to an estimated $500 million annualized run-rate…
BMO Capital has raised its price target on DXC Technology to $17 from $15 while retaining a Market Perform rating. The upgrade comes alongside a modest valuation argument from InvestingPro data, which shows a low P/E of 6.51 and suggests the stock may be undervalued versus Fair Value estimates. DXC reported stronger-than-expected Q3 2026 EPS and re…
