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.
3,519 total articles
JPMorgan repeated its Overweight rating and $138.00 price target on The Walt Disney Company after the firm's fiscal first-quarter results, even as investors reacted to second-quarter commentary and a perceived shift in reporting detail. The bank sees value at under 16 times forward earnings while other firms also offered supportive ratings amid mix…
Acadia Pharmaceuticals received a negative trend vote from the European Medicines Agency's CHMP on its Marketing Authorization Application for trofinetide, marketed as Daybue in the U.S. The company says it will request a re-examination when the CHMP opinion is formally adopted in February. Despite the regulatory headwind, several analysts have rei…
Canaccord Genuity raised its price target on WAVE Life Sciences to $43 from $40 and kept a Buy rating after the company regained full global rights to its investigational RNA editing candidate WVE-006 from GSK. The move prompted analysts to increase revenue assumptions and prompted renewed focus on an accelerated regulatory path, while market data …
Canaccord Genuity reduced its price target for Roblox Corp. to $140 from $160 while retaining a Buy rating, pointing to potential margin strain as the platform increases infrastructure spending to support higher engagement and product diversification. The firm projects substantial year-over-year growth in daily active users, gross bookings and net …
JPMorgan trimmed its 12-month price objective for ESAB to $130 from $138 but retained an Overweight rating. The downgrade reflects the expected short-term earnings hit from ESAB’s pending $1.45 billion purchase of Eddyfi and concerns that leverage will stay at or above roughly 3x until early 2027. The firm questioned the deal multiple and described…
Rosenblatt has reaffirmed a Buy rating and a $550 price objective for Fabrinet following the company's fiscal 2026 second-quarter results and guidance for the third quarter. Fabrinet reported $1.13 billion in Q2 revenue and non-GAAP EPS of $3.36, and provided Q3 revenue and EPS guidance that implies continued growth. Strength in the Telecom segment…
Raymond James' technical assessment of Newmont Corporation (NEM) identifies negative momentum, weakening relative strength versus the S&P 500, and early selling-pressure volume patterns that may herald a short-term corrective phase. The firm outlines potential support tests at the 50-day moving average near $103.65 and at $97.99, with a weekly brea…
H.C. Wainwright has reiterated a Buy rating on Wave Life Sciences (WVE) and set a $30.00 price target after the company recovered global rights to its RNA editing candidate WVE-006 from GlaxoSmithKline. The research firm points to a clearer regulatory path for alpha-1 antitrypsin deficiency (AATD) accelerated approval and notes additional analyst s…
Acadia Pharmaceuticals received a negative trend vote from the European Medicines Agency’s CHMP on its marketing application for trofinetide in Rett syndrome, prompting a likely move to a formal re-examination that could delay European approval by at least four to six months. Despite the regulatory hurdle, several analysts have reiterated Buy or Ma…
Ladenburg Thalmann reduced its 12-month price target on OGE Energy to $42.50 from $43.50 and retained a Neutral rating after updating forecasts to reflect close to $800 million in additional transmission and generation project spending. The firm also acknowledged an expected accretion from a proposed battery storage project, which it did not includ…
BofA Securities moved Popular, Inc. (NASDAQ: BPOP) from Neutral to Buy and increased its price target to $156 from $141, citing expected sustainable mid-teens return on tangible common equity and improving credit trends. The broker also boosted its 2026 EPS estimate and highlighted stronger-than-anticipated Q4 2025 net interest margin as a key driv…
BofA Securities downgraded Figure Technology (FIGR) from Neutral to Underperform and trimmed its price objective to $42 from $43, citing valuation concerns after the stock’s post-IPO rally. FIGR currently trades at $52.31 and shows varied analyst sentiment, with several firms raising targets while BofA highlights an unusually high projected multipl…
BofA Securities has begun coverage of Akoustis Technologies (NASDAQ:AKTS), assigning a Buy rating and a $34.00 price target - a notable premium to the stock's recent trade around $21.98 and a market capitalization near $1.15 billion. The bank's analyst flagged the company's radiopharmaceutical platform, biologically de-risked targets, external part…
BofA Securities upgraded Equity LifeStyle Properties (ELS) from Neutral to Buy and raised its price target to $76 from $74 after the company reported fourth-quarter results. The firm pointed to stable Manufactured Home and Annual Recreational Vehicle revenue as primary growth drivers, while flagging continued market concern about the Seasonal and T…
BofA Securities moved Sigma Lithium Corp. (SGML) from Underperform to Neutral with a $14.00 price target after the company said it had resumed mining. The broker said the restart materially lowers the chance of further timeline delays for producing sellable volumes, but it still warns of liquidity pressure during an estimated three-month ramp and o…
BofA Securities raised its rating on Oshkosh Corporation from Underperform to Neutral and set a $149.00 price target, roughly in line with the stock's recent trading level. The upgrade reflects a view that the company’s portfolio is shifting toward steadier profit sources, lower valuation risk and the Access segment being at a trough, even as Oshko…
DA Davidson has reiterated a Buy rating and a $110 price target on O’Reilly Automotive (ORLY) ahead of the company’s fourth-quarter 2025 earnings release, a view that tracks with the wider analyst consensus. Consensus estimates call for roughly 5% comparable store sales growth for the period and the research firm expects margin improvement, though …
William Blair reiterated an Outperform rating on Affirm Holdings Inc. ahead of the company’s quarterly earnings report, citing expectations that the payments company will beat consensus on gross merchandise value, revenue and EBIT. The firm highlighted Affirm’s revenue momentum, sizeable market capitalization and broadening e-commerce partnerships …
Piper Sandler has maintained an Overweight rating on UnitedHealth Group and kept a $390 price target, citing signs of margin recovery at Optum Health and guidance that the firm views as achievable. UnitedHealth met EPS expectations for the fourth quarter of 2025 but missed on revenue, a development that drew negative market attention.
Goldman Sachs has begun covering Alexandria Real Estate (ARE) with a Neutral rating and a $60 price objective, which the bank says implies roughly a 15% total return when factoring in an assumed 5% dividend yield. The firm highlighted a tension between Alexandria’s valuable life-science-focused portfolio and ongoing systemic pressures in the U.S. l…
TD Cowen has launched coverage of Akoustis Technologies (AKTS) with a Buy rating, drawing attention to the company’s miniprotein platform and early tumor-targeting data for pipeline candidates. The research note projects more than $5 billion in combined sales by 2035 for two lead constructs, while market metrics and fair-value estimates suggest the…
Capital Southwest Corp (NASDAQ: CSWC) reported third-quarter fiscal 2026 results that matched key analyst expectations on net investment income and preserved return-on-equity measures despite recent interest rate easing. The business development company continues to trade near its 52-week high, offers a substantial dividend yield, and received a Ma…
Citizens has kept its Market Outperform rating and $34.00 price target on Acadia Pharmaceuticals despite an adverse trend vote from the European regulator's CHMP on trofinetide for Rett syndrome. Acadia expects a formal negative opinion later in February and intends to seek re-examination if the opinion is adopted. The company and several analysts …
Deutsche Bank has begun coverage of Spanish infrastructure group ACS with a Hold rating and a EUR86.70 price target. The bank pointed to ACS’s leading role in data center construction and management, a joint venture strategy to lease capacity, and strong medium-term net income growth forecasts, while noting the stock’s sharp run-up has pushed valua…
Barclays has reaffirmed an Overweight rating on Tyson Foods with an unchanged $78.00 price target, implying about 19% upside from the stock's current level of $65.74. The decision follows Tyson's first-quarter fiscal 2026 results, which beat analyst estimates on both adjusted EPS and revenue, even as the company and its industry contend with supply…
