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.
3,517 total articles
DA Davidson reduced its price target on AvePoint Inc. (AVPT) to $18 from $20 while retaining a Buy recommendation. The firm anticipates fourth-quarter annual recurring revenue (ARR) at or above the midpoint of guidance when AvePoint reports on Thursday, February 26 before the market opens, but modestly lowered its calendar year 2026 EBIT margin est…
DA Davidson increased its 12-month price target on CNH Industrial to $12.00 from $10.00 while retaining a Neutral rating. The revised target remains below the stock's current market price of $12.94. The move follows CNH's fourth-quarter 2025 results and management commentary that left the 2026 outlook under consensus, even as early signs of margin …
DA Davidson has raised its price target for Cardinal Infrastructure Group to $35.00 from $30.00 and kept a Buy rating following the company's announcement of the ALGC acquisition and preliminary financial guidance. The new target implies roughly 13% upside versus the current share price of $30.90, which already sits above the 52-week high of $29.75…
BMO Capital reduced its price target on Verisk Analytics (VRSK) to $224 from $233 while keeping an Outperform rating, as analysts reassess valuation amid mixed top-line dynamics and strong margins. The stock is trading at $185.02 and has declined 17.7% year-to-date and 37.4% over the past year. Management flagged pricing resilience and defended the…
BMO Capital reduced its price target on Moody's Corporation to $480 from $561 while keeping a Market Perform rating. The firm raised its financial estimates after Moody's reported stronger-than-expected results, but trimmed the target due to multiple compression in the sector. Management provided 2026 growth guidance and flagged AI-related opportun…
DA Davidson reduced its price target for Carvana Co. to $320 from $470 while retaining a Neutral rating, citing concerns that current valuation levels leave the stock vulnerable to even modest earnings misses. Carvana reported strong unit growth and revenue expansion but posted a slight profit miss, and other brokers maintain a range of more optimi…
BMO Capital Markets increased its price objective for eBay Inc. to $120 from $107 and kept an Outperform rating following quarterly results that beat consensus and guidance that topped expectations. The broker pointed to category acceleration, bullion and collectibles demand, and the Depop acquisition as drivers for upgraded forecasts. Multiple oth…
TD Cowen reaffirmed a Buy rating on Check Point Software (CHKP) and set a $260 price target, implying roughly 59% upside from current levels. The broker expects revenue growth to accelerate through fiscal 2026, points to healthy billings momentum in fiscal 2025, and views the stock's fiscal 2027 valuation as appealing despite a recent quarter that …
TD Cowen increased its price target on Clean Harbors (CLH) to $320 from $275 while keeping a Buy rating, citing a lower discount rate in its DCF model and modest upward revisions to 2026-2030 EBITDA. The firm highlighted a restarted M&A pipeline as a potential source of additional upside later in 2026. Recent quarterly results prompted other broker…
TD Cowen raised its price target on SolarEdge Technologies (SEDG) to $43 from $38 while keeping a Buy rating, citing fourth-quarter 2025 margin gains and positive free cash flow. The firm highlighted exports, Nexis and a single-SKU approach as drivers of margin expansion and market share growth, and pointed to a potential solid-state transformer ra…
TD Cowen raised its price target on Analog Devices to $400 from $355 while keeping a Buy rating, pointing to strength in datacenter-related businesses and aerospace and defense, and an improved gross margin of 62.84%. The stock trades at $343.54, near its 52-week high, and analysts broadly adjusted targets following robust results, though some segm…
TD Cowen reiterated a Buy rating on Amgen with a $420 price target, emphasizing the promise of dazodalibep for both symptomatic and systemic Sjogren’s disease following positive Phase 2 ALISS results. The firm sees a sizable commercial opportunity in moderate-to-severe Sjogren’s and highlights upcoming Phase 3 readouts in 2026-2027, while other ana…
Truist Securities raised its price target on eBay to $94 from $92 following the company’s fourth-quarter 2025 results and first-quarter 2026 guidance. The firm maintained a Hold rating, citing sustained gross merchandise volume (GMV) growth, free cash flow protection and capital returns. eBay’s acquisition of Depop and outperformance in focus categ…
TD Cowen reduced its price target for Booking Holdings to $6,000 from $6,850 while keeping a Buy rating, citing investor sentiment around the company’s planned artificial intelligence investments. Booking reported stronger-than-expected fourth-quarter results with adjusted EPS of $48.80 and revenue of $6.35 billion; the company plans to accelerate …
RBC Capital cut its price objective on Wingstop Inc. (WING) to $340 from $350 while keeping an Outperform rating, pointing to weaker-than-expected first-quarter trends and heightened execution risk for initiatives such as Smart Kitchen and loyalty programs. The chain reported mixed fourth-quarter metrics, with EBITDA beating estimates and same-stor…
Truist Securities increased its price objective for Analog Devices to $364 from $291 while retaining a Hold recommendation. The firm pointed to cyclical strength driving stronger quarterly results and an improved outlook, raising its calendar year 2027 EPS estimate. Other brokerages have also raised targets and ratings following robust results and …
Maxim Group began coverage of Evaxion Biotech (EVAX) with a Buy rating and a $10 price target, highlighting the company's long-developed AI platform, a Merck strategic stake, and encouraging clinical results in melanoma. The target implies a potential 201% upside from the stock's current price of $3.32. Recent corporate developments include selecti…
Truist Securities raised its DoorDash price target to $340 from $330 and kept a Buy rating after the company reported fourth-quarter 2025 results roughly matching forecasts. Guidance for first-quarter 2026 points to higher gross order value but lower adjusted EBITDA at the midpoint, with management citing investments, weather and seasonal Dasher co…
Truist Securities reaffirmed a Buy rating on Praxis Precision Medicines (PRAX) and held a $500 price target, citing potential material upside from higher-than-expected pricing for ulixa in essential tremor. The firm’s base wholesale acquisition cost model is roughly $27,000 per year, but key opinion leaders signaled comfort with materially higher n…
D. Boral Capital downgraded GeoVax Labs Inc. (NASDAQ: GOVX) to Hold from Buy on Wednesday, pointing to constrained near-term visibility driven by limited catalysts and tight capital. The stock has tumbled sharply over the past year and saw an acute drop in the past week. The research note removed the firm's price target, highlighted a recent $1 mil…
RBC Capital reduced its 12-month price target on Carvana Co. (CVNA) to $440 from $500 while keeping an Outperform rating, citing a fourth-quarter shortfall in gross profit per unit driven by the company returning more economics to buyers to push volume. Despite that miss and a step back in some reconditioning efficiency, Carvana is trading near its…
RBC Capital reiterated an Outperform rating on Nvidia Corp. and maintained a $240.00 price target, citing expectations of a modest beat-and-raise for the upcoming quarter, a sizable backlog that could be reiterated or increased by management, and supply-chain conversations that point to continued strength for key products through 2027. The firm sai…
RBC Capital trimmed its price target on Home Depot to $363 from $366 and maintained a Sector Perform rating after dialing back early-2026 sales and earnings expectations. The firm cited peer results and macro data that point to limited improvement in the housing market, and adjusted comparable sales and adjusted EPS forecasts for the retailer. Home…
RBC Capital reduced its price target on Figma Inc (NYSE:FIG) to $31 from $38 while keeping a Sector Perform rating. The move comes after Figma reported better-than-expected fourth-quarter results, including 40% year-over-year revenue growth, strong non-GAAP margins and expanding customer cohorts, even as the stock remains substantially below its 52…
RBC Capital maintained an Outperform rating on nVent Electric (NVT) with a $138 price target, citing strong datacenter demand and product-led momentum. The firm outlined growth assumptions, margin headwinds tied to capacity expansion, and a slate of strategic opportunities to be discussed at the company’s Feb. 24 investor day in New York City. Rece…
