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
Benchmark upgraded its price target for Charter Communications to $455 from $425 and kept a Buy rating, pointing to the recent Cox Communications acquisition and Liberty ownership roll-in as drivers of the $30 increase. The firm highlights pro forma OIBDA metrics, management commentary on EBITDA trends, and an improving free cash flow profile amid …
RBC Capital has reaffirmed its Outperform rating on Brookdale Senior Living and kept a $17.00 price target, citing stronger confidence in the company's ability to capture favorable supply-demand dynamics in senior housing. The stock has outperformed sharply over the past year and recent operational metrics, including rising occupancy, underpin anal…
RBC Capital maintained its Sector Perform rating and $230 price target on Advanced Micro Devices (AMD) ahead of the company's scheduled earnings report. The bank's analyst expects AMD to top estimates and raise guidance on robust server demand and market share gains, but remains cautious on valuation, wafer supply constraints, and longer-term compe…
Benchmark reaffirmed a Hold rating on Canadian National Railway following a fourth-quarter earnings performance that topped analyst expectations. The company posted adjusted quarterly earnings of C$2.08 per share, sustained strong gross profit margins, and signaled a cautious full-year 2026 outlook with flat revenue ton miles and only modest expect…
RBC Capital reiterated an Outperform rating on Axsome Therapeutics (AXSM) with a $219 price target, placing emphasis on the commercial opportunity for AXS-05 in Agitation in Alzheimer’s Disease (ADA). The firm compared prescribing patterns for a competitor drug to assess market potential and flagged AXS-05’s safety and efficacy as competitive advan…
Craig-Hallum began coverage of Thermon Group Holdings (NYSE: THR) on Monday with a Buy recommendation and a $60 price objective. The research note highlights the company's transition away from primarily longer-cycle oil and gas exposure toward a more diversified and higher-margin portfolio, underscored by a Piotroski Score of 9 and recent strong qu…
RBC Capital reduced its price target for Autoliv, Inc. (NYSE: ALV) to $141 from $146 while retaining an Outperform rating. The move follows Autoliv's 2026 guidance, which RBC characterized as materially below consensus and featured a modest 1% outgrowth projection. The firm noted a favourable PEG and flagged a recent contract with a Chinese automak…
Piper Sandler raised its 12-month price target for Eagle Bancorp (EGBN) to $27.00 from $23.00 while retaining a Neutral rating. The move follows stronger-than-expected fourth-quarter results and several balance-sheet improvements, but material levels of criticized loans and a negative return on assets leave the stock's valuation recovery conditiona…
Bank of America Securities has reaffirmed a Buy rating on Walt Disney Co. and maintained a $140.00 price target after the company reported fiscal first-quarter results that outperformed key analyst estimates. Revenue and adjusted EPS exceeded forecasts, but operating income declined year over year and free cash flow was negative. Management reitera…
Jefferies reduced its price target for Aon Corp to $408 from $413 while retaining a Buy rating, following Aon’s detailed 2026 guidance. The adjustment reflects management’s projection of mid-single-digit or better organic growth and 70-80 basis points of adjusted operating margin expansion, plus updated expectations around AAU cost savings and asso…
Stifel reduced its price objective on ArcBest Corp to $94.00 from $96.00 while keeping a Buy recommendation after the carrier reported fourth-quarter 2025 results. The quarter produced an adjusted EPS of $0.36, short of the $0.42 estimate, yet operational metrics outperformed Stifel’s expectations and revenue modestly beat forecasts. Other brokerag…
Mizuho has reaffirmed an Outperform rating and a $33.00 price target for EyePoint, Inc. (NASDAQ:EYPT) despite the stock's notable year-to-date decline. The firm emphasized that the share weakness has not been driven by changes in company fundamentals and highlighted upcoming clinical readouts across the sector - including a competitor's Phase 3 Axp…
Jefferies increased its 12-month price objective for Manpower Inc. to $36.00 from $32.00 while retaining a Hold rating after the staffing firm posted quarterly revenue and EPS that outpaced consensus. Shares have rebounded sharply in recent trading. Jefferies highlighted regional dynamics - improvement in France and strength in Italy versus tougher…
KeyBanc has reiterated a Sector Weight rating on LyondellBasell Industries (LYB) after what it characterized as a difficult quarter. The firm pointed to weak results in Olefins and Polyolefins, a high dividend yield that far outpaces the company's free cash flow coverage, and uncertain MTBE spreads. Recent reported results showed an earnings-per-sh…
KeyBanc Capital Markets has maintained an Overweight rating on Murphy USA (MUSA) and left its price target at $460, citing higher fuel margins and rising store traffic in the fourth quarter. The target implies roughly 9% upside from recent prices. The firm has nudged up its Q4 EPS projection after internal checks showed cents-per-gallon above conse…
KeyBanc reaffirmed its Overweight rating and $255.00 price target on AppFolio following discussions with the company’s VP of Finance, citing confidence in average revenue per user expansion and several product initiatives that could underpin 2026 growth. The stock has weakened recently, and other analysts have adjusted price targets following AppFo…
KeyBanc Capital Markets reaffirmed an Overweight rating on Eastman Chemical and maintained a $74.00 price target, implying roughly 6.8% upside from the prevailing share price. The firm cited management’s guidance toward about $6.00 earnings per share in 2026 as achievable, while noting execution on productivity initiatives and successful new produc…
KeyBanc Capital Markets lowered its price objective on Olin to $26 from $29 while retaining an Overweight rating after the chemical maker began 2026 with weak results in its Chlor Alkali Products and Vinyls segment. The outlook has been pressured by a costly VCM turnaround, soft EDC pricing, higher energy costs, and stranded costs, and follows a la…
Bernstein SocGen Group has reiterated an Outperform rating on Apple (AAPL) with a $325 price target after the company reported fiscal Q1 2026 results that topped expectations. The firm highlighted strong iPhone revenue, resilient demand amid memory price pressure and shortages, and a newly confirmed AI partnership with Google that could underpin fu…
Stifel has reaffirmed its Buy rating on IDEXX Laboratories with a $775 price objective, underscoring confidence in the company's long-term prospects even as fourth-quarter 2025 momentum was milder than in prior quarters. The firm noted sequential improvement in premium and a history of outperformance versus initial guidance, while market metrics si…
Bernstein SocGen Group maintained an Outperform rating and a $298 price target on Boeing after the company reported stronger-than-expected fourth-quarter results. Revenue and free cash flow topped consensus, driven in large part by Boeing’s Defense, Space & Security division. Management reconfirmed commercial production rates and provided 2026 free…
Bernstein SocGen Group raised its price objective on SanDisk (SNDK) to $1,000 from $580 and kept an Outperform rating after the company posted stronger-than-expected second-quarter results. SanDisk reported revenue of $3.0 billion, non-GAAP gross margin of 52.1% and non-GAAP EPS of $6.20, all meaningfully ahead of consensus. Several other brokerage…
Piper Sandler has reiterated an Overweight rating and a $155.00 price objective for Robinhood Markets despite a roughly 35% decline from recent highs. While the firm flags near-term risks tied to cryptocurrency volumes, seasonal drops in prediction-market revenue and questions about the durability of retail trading strength, it continues to view Ro…
Bernstein SocGen Group lifted its price objective for Verizon Communications to $48 from $44 while retaining a Market Perform recommendation. The upgrade follows a robust fourth quarter in which Verizon posted sizable postpaid phone additions and renewed momentum in fixed wireless access net additions. Analysts and investors are parsing how the car…
Cantor Fitzgerald has reaffirmed an Overweight rating and a $350 price objective on Advanced Micro Devices (AMD), citing expectations for a slight beat in the December quarter and raised guidance for the March quarter. The firm points to robust Data Center demand across CPUs and GPUs, limited wafer-transition issues compared with Intel, and strateg…
