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
BMO Capital has raised its price target on Flowco Holdings (FLOC) to $26 from $24 and kept an Outperform rating following the company's announced purchase of Valiant Artificial Lift Solutions. The deal adds Electric Submersible Pumps to Flowco’s portfolio, is expected to be accretive, and supports cross-selling and geographic expansion opportunitie…
BMO Capital has reaffirmed its Outperform rating and $304.00 target on Amazon.com, projecting roughly 25% upside from the recent share price ahead of the company’s fourth-quarter 2025 results scheduled for February 5. The firm points to strengthening performance at Amazon Web Services and resilient retail sales, while noting macro risks that could …
BMO Capital raised its price target on Tyson Foods to $73 from $67 and kept an Outperform rating after the company posted fiscal first quarter 2026 results that outpaced consensus on operating profit. Tyson's Chicken, Pork and Prepared Foods units delivered better-than-expected performance that offset weaker results in Beef. Other analysts also adj…
DA Davidson has reiterated a Buy rating and a $50.00 price objective for Napco Security Technologies, Inc. (NSSC) following the company’s fiscal second-quarter 2026 results. Analysts highlighted stronger-than-expected operating profit, EBITDA and earnings per share, with notable margin improvement in Equipment sales and recurring service revenue. T…
DA Davidson raised its price objective on Sierra Bancorp (BSRR) to $44.00 from $39.00 while maintaining a Buy rating, pointing to a solid quarter and better-than-expected reserve dynamics. The stock is trading near its 52-week high after a 32% gain over six months, and the bank has signaled modest loan growth for 2026 alongside renewed emphasis on …
BMO Capital has reduced its 12-month price target on Olin Corporation to $24 from $25 while keeping a Market Perform rating, reflecting a dimmer earnings outlook and a challenging fiscal 2026 driven by weak demand, a heavy turnaround and maintenance schedule, and elevated energy and raw-material costs that are weighing on both the Chlor Alkali Prod…
RBC Capital adjusted its price objective on Tenet Healthcare (THC) up by $1 to $253 while keeping an Outperform rating, following preliminary fourth-quarter results that showed adjusted EBITDA at the top end of guidance. The firm noted that proceeds from terminating a contract with CommonSpirit Health and redeeming CommonSpirit’s equity stake effec…
DA Davidson has reaffirmed a Neutral rating and a $1.50 price target on Hain Celestial, following the company’s announced sale of its North American snacks business. The stock trades below that target and at a low Price/Book multiple, while the divestiture and a permanent CEO appointment create potential strategic options as the company addresses a…
RBC Capital reduced its price target on Acadia Pharmaceuticals (ACAD) to $31 from $35 while keeping an Outperform rating following a negative trend vote from the European regulator's CHMP on trofinetide. The downgrade reflects a sharply lower probability of European approval, though Acadia’s balance sheet and existing approvals elsewhere leave some…
RBC Capital has reiterated its Outperform rating and maintained a $10.00 price target on Coty Inc. (COTY) ahead of the company's fiscal second-quarter 2026 earnings, due February 5. The firm expects results broadly within guidance and views the report as likely neutral for the stock. Investors will look for commentary from newly appointed interim C…
RBC Capital raised its price target on LyondellBasell Industries to $51 from $49 while keeping a Sector Perform rating. The firm projects near-term pressure on results driven by higher energy costs in Europe and the U.S. and supply interruptions from Winter Storm Fern, but anticipates potential improvement in the second half of 2026 supported by st…
BofA Securities increased its price target for ESAB to $150.00 from $147.00 while keeping a Buy rating after preliminary fourth quarter 2025 results showed EBITDA and EPS at the high end of guidance despite weaker-than-expected sales. ESAB reported profitability on a last-twelve-month basis with LTM EBITDA of $541.31 million. The company provided 2…
BofA Securities lowered its one-year price target on The Walt Disney Company to $125 from $140 but retained a Buy rating, citing near-term weakness in specific businesses even as Disney holds to fiscal 2026 guidance for double-digit adjusted EPS growth. The firm flagged pressures in Experiences and Sports and highlighted modest near-term operating …
Daiwa Securities upgraded Visa from Neutral to Outperform and established a $370 price target, noting improved risk/reward following recent stock weakness and forecasting earnings upside driven by event-related payment services, higher tax refunds, and reduced regulatory pressure. The move comes amid broad analyst upward revisions and beating quart…
DA Davidson cut its price target for Palantir Technologies Inc. to $180 from $215 while leaving its rating at Neutral, citing lofty valuation multiples despite the company’s strong fourth-quarter 2025 performance and rapid revenue expansion tied to U.S. AI demand. The firm bases the new target on a high multiple of its 2026 free cash flow estimate,…
Seaport Global Securities began coverage of GCI Liberty Inc (NASDAQ: GLIBA) with a Buy rating and a $68.00 price target, highlighting the company’s dominant position in Alaska, an approaching end to a multi-year upgrade capex cycle in 2026, and a balance sheet that could support accretive M&A. The research note also flagged modest organic growth an…
Kingswood Capital has begun coverage of Brazil Potash Corp (GRO) with a Buy rating and a $12 per share price objective, implying nearly 400% upside from the current $2.42 share price. The firm's view frames the stock as a high-risk, high-reward opportunity tied directly to the successful completion of $2.5 billion in project-level financing for the…
Piper Sandler raised its price target for Palantir Technologies Inc. (PLTR) to $230 from $225 while maintaining an Overweight rating, pointing to the company’s strong Q4 2025 performance, high gross margins, and significant incremental profitability. Palantir’s guidance for 2026 and its exposure to enterprise operational AI and federal modernizatio…
KeyBanc reduced its price target on The Trade Desk (TTD) to $40 from $88 while keeping an Overweight rating, reflecting a tempered growth outlook and lower valuation multiples. The firm trimmed its 2026 and 2027 revenue forecasts and corresponding EBITDA projections. The Trade Desk’s shares trade near a 52-week low as the company navigates a CFO tr…
KeyBanc has reaffirmed an Overweight rating on Revvity Inc (NYSE: RVTY) and set a $125 price target, signaling roughly 16.7% upside from the current share price. The firm maintained its positive view even after Revvity guided fiscal 2026 organic growth of 2-3%, noting stronger end-of-year momentum and opportunities from accelerated share buybacks.
Bernstein SocGen Group raised its price objective on Tyson Foods to $69 from $60 following first-quarter fiscal 2026 results that beat expectations. The firm, however, kept a Market Perform rating, citing the company’s beef business as a continuing source of uncertainty. Tyson reported adjusted EPS and revenue above forecasts, and Barclays reiterat…
Bernstein SocGen Group reaffirmed an Outperform rating and a $160.00 price target on Robinhood Markets (NASDAQ:HOOD), even as the stock has fallen sharply this year. Analysts’ targets on the shares range from $90 to $180. The firm highlighted the company’s crypto-related revenue exposure and valuation measures, while other banks reiterated bullish …
Bernstein has reiterated an Outperform rating and a $115 price target on Uber Inc. ahead of the company’s fourth-quarter 2025 results, while also noting persistent uncertainty around autonomous vehicle deployment. The firm and other analysts view the stock as discounted relative to fundamentals, even as robotaxi developments and competitive moves i…
Guggenheim increased its price target for McDonald’s to $325 from $310 while leaving its rating at Neutral, raising 2026 EPS estimates and expanding the valuation multiple. The firm also revised same-store sales expectations for late 2025 and reported on new product tests. Other broker notes ahead of McDonald’s fourth-quarter results show a range o…
Scotiabank reduced its price target for Oracle to $220 from $260 while retaining a Sector Outperform rating, citing the company's $45-50 billion capital plan and remaining medium-term financing questions tied to the Oracle Cloud Infrastructure buildout. The bank trimmed Oracle's fiscal 2026 and 2027 EPS forecasts and flagged execution on major data…
