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 has maintained a Buy rating on Schneider National (SNDR) and set a $31.00 price target even after the carrier missed fourth-quarter adjusted earnings expectations. The quarter's shortfall was driven by weaker operating income in Truckload, led by the Dedicated segment, while management pointed to softer volumes beginning in November and s…
BMO Capital Markets raised its price objective for Adtalem Global Education (ATGE) to $138 from $125 while retaining an Outperform rating after the company reported stronger-than-expected quarterly results. Growth at the Walden unit, including a timing shift that added $18 million to revenue and adjusted EBITDA, helped offset slower trends at Chamb…
Benchmark raised its price target on Brunswick Corp to $90 from $75 and maintained a Buy rating after the company's fourth-quarter 2025 results, which Benchmark characterized as broadly in line with expectations. Sales outperformed forecasts, operating income came in below, and EPS matched analyst estimates. The stock dipped in pre-market trading e…
TD Cowen raised its target on Western Digital Corp. (WDC) to $325 from $200 while keeping a Buy rating, driven by extended long-term agreements through 2028 and expectations for higher gross margins. The upgrade follows robust revenue and earnings beats, KIOXIA JV extension and mixed analyst responses from peers.
DA Davidson reduced its price target on Tenable (TENB) to $25 from $32 while keeping a Neutral rating, pointing to lower peer multiples and trimmed free cash flow estimates. The firm still expects solid fourth-quarter results but warned that Tenable's move from multi-year prepayments to annual billings is creating a dislocation between reported rev…
DA Davidson kept a Neutral rating on Apple (AAPL) and set a $270 price target following the company’s fiscal first-quarter 2026 results. Apple beat revenue and profit expectations, driven by accelerated iPhone sales and robust performance in China, but the company signaled supply limitations and ended the quarter with lean inventories. Analyst pric…
DA Davidson reduced its price target on AppFolio to $275 from $325 but left its Buy rating intact after the company’s latest quarterly report showed weaker-than-expected value-added services revenue and cautious 2026 guidance. The stock is trading near its 52-week low, and other brokerages have adjusted targets and maintained mixed outlooks amid so…
DA Davidson has reaffirmed a Buy rating on Snowflake Inc. (NYSE: SNOW), maintaining a $300 price target that implies roughly 50% upside versus the current market price of $200.54. The firm cites selective opportunities in the software sector and highlights Snowflake as better positioned than many peers to withstand sector headwinds. Snowflake repor…
DA Davidson increased its price objective for Cullen/Frost Bankers (NYSE:CFR) to $144 from $136 following fourth-quarter results that outpaced both the firm's forecast and consensus. The broker raised its 2026 EPS estimate, highlighted the bank's sustained record of beating estimates and noted attractive near-term valuation metrics, but left its ra…
DA Davidson increased its price target for Axos Financial (NYSE: AX) to $112.00 from $107.50 and kept a Buy rating after the company reported stronger-than-expected quarterly results and solid core loan and deposit growth. The stock is trading near its 52-week high and has delivered a notable one-year return, while other brokers also raised targets…
DA Davidson has reaffirmed a Buy rating on Tractor Supply Company (TSCO) with a $60 price target, implying roughly 17% upside from the current share price of $51.33. The firm expects 2026 to be an inflection year as commodity costs normalize and returns from strategic initiatives begin to materialize, though 2025 marked a second straight year of li…
TD Cowen lowered its price objective on Thermo Fisher Scientific to $683 from $696 while retaining a Buy stance. The change follows a fourth-quarter beat but conservatively guided organic growth for the coming quarter and fiscal 2026, with first-quarter EPS falling well below analyst expectations. Other broker notes and a strategic AI partnership w…
DA Davidson raised its price target on Modine Manufacturing (MOD) to $255 from $200 while retaining a Buy rating, citing an expanded data center revenue outlook through fiscal 2028, a planned PT spinoff via a Reverse Morris Trust, and robust quote-to-order metrics. The new target implies additional upside from Modine's recent trading near a 52-week…
TD Cowen has reiterated a Buy rating on Visa Inc. and set a $416.00 price target following the company's first-quarter fiscal 2026 results. The target implies roughly 28% upside from Visa's prevailing share price of $324.39. The research firm highlighted solid results across Value-Added Services and commercial segments, resilient consumer trends an…
RBC Capital has raised its price target on ResMed Inc. (NYSE: RMD) to $314 from $311 and kept an Outperform rating after the company reported quarterly results that slightly beat both RBC and consensus estimates. The firm pointed to broad market growth, gross margin improvement and operating leverage as drivers behind small forecast increases and t…
RBC Capital raised its price objective for AXIS Capital to $130 from $125 while keeping an Outperform rating following the insurer's robust fourth-quarter 2025 results. The firm cites strong underwriting returns, substantial capital returns and attractive growth guidance for 2026, and sees the shares as undervalued based on multiple valuation metri…
Craig-Hallum initiated coverage of Aclaris Therapeutics (NASDAQ:ACRS) with a Buy rating and a $10.00 price target, implying 174% upside from the current $3.65 share price. The firm highlighted Aclaris’s transition toward immunology-centered assets, led by ATI-052, and noted the company’s healthy balance sheet. The analyst view comes alongside posit…
RBC Capital analyst Rishi Jaluria identified a slate of software stocks he views as attractive buys after a broad sector sell-off following earnings reports from Microsoft and ServiceNow. The firm singled out names including CrowdStrike, Datadog and HubSpot, and reiterated interest in Intuit, MongoDB, Microsoft, ServiceNow and Snowflake. ServiceNow…
RBC Capital raised its price target on GE Vernova to $800 from $761 while maintaining an Outperform rating, citing another quarter that beat expectations, accelerating demand and favorable pricing trends. The bank highlighted earlier-than-expected benefits from the Prolec acquisition and backlog equipment margin expansion pointing to potential Powe…
RBC Capital has reaffirmed an Outperform rating on Diageo PLC and retained a GBP20.00 price target. The firm highlights an opportunity for the global spirits group to revive growth by shifting emphasis from premiumization toward its mainstream portfolio and adopting a more proactive approach to category expansion. RBC projects a 210 basis-point dec…
Williams Trading increased its price target for Deckers Outdoor to $160 from $135 and kept a Buy rating following fiscal third-quarter 2026 results that topped consensus. The firm pointed to conservative full-year guidance, resilient brand performance at UGG and Hoka, and limited tariff impact as reasons for the upgrade. Multiple other brokerages a…
JPMorgan raised its price target on Apple to $325 from $315 while maintaining an Overweight rating, citing robust product gross margins and iPhone revenue upside. The move follows fiscal first-quarter 2026 results that beat expectations, with broad strength across iPhone and Services revenue. Several other firms adjusted targets or ratings after th…
Piper Sandler reduced its 12-month price target on AppFolio to $245 from $350 while retaining an Overweight rating, reflecting tempered expectations after the company's 2026 revenue-growth guidance came in below consensus. The new target implies roughly an 18% upside from the stock's recent level near $207.10. Analysts pointed to a sizable post-gui…
Piper Sandler reduced its price target on PennyMac Financial to $137 from $168 while keeping an Overweight rating after the mortgage lender reported a notable operating shortfall. The downgrade follows weaker servicing income driven by higher prepayment speeds and elevated amortization, and comes amid negative free cash flow and downticked return-o…
Piper Sandler lowered its price target on Tractor Supply Company to $59 from $67 while keeping an Overweight rating after the retailer missed fourth-quarter expectations on comparable sales, margins, and EPS. The company’s 2026 guidance also came in below Street expectations and under its long-term comparable sales target of 3-5%, prompting several…
