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
Rosenblatt Securities raised its 12-month price target for Apple to $267 from $250 while maintaining a Neutral rating. The adjustment follows a fiscal first-quarter 2026 beat driven by stronger-than-expected iPhone demand and improved gross margins, even as Rosenblatt and other firms weigh valuation and potential margin pressures.
Mizuho increased its 12-month price target for Eastman Chemical (EMN) from $68.00 to $75.00 while retaining an Outperform rating. The lift in the target reflects higher market and peer valuation multiples even as the company reported softer fourth-quarter 2025 operating results and issued conservative near-term EPS guidance amid macro uncertainty.
D. Boral Capital lowered its rating on Quince Therapeutics Inc. (QNCX) from Buy to Hold after the company reported negative Phase 3 results for its eDSP program in Ataxia-Telangiectasia. The stock plunged sharply, management has stopped clinical development of eDSP, and the company is pivoting toward conserving cash and evaluating strategic options…
Bernstein SocGen Group raised its price objective for SanDisk to $1,000 from $580 and kept an Outperform rating after the company reported second-quarter revenue and non-GAAP EPS that beat consensus. Management's third-quarter revenue and margin guidance drove the analyst's sharper outlook and prompted similar target increases from several peers, w…
Wedbush has reaffirmed an Outperform rating and a $340.00 price target for Amazon.com (AMZN) ahead of the company’s fourth-quarter earnings report scheduled for February 5. The firm raised its operating income estimates, highlighted accelerating demand and capacity additions at Amazon Web Services (AWS), and said continued strong AWS performance co…
Rosenblatt Securities reduced its price target for Elastic N.V. (ESTC) to $110 from $130 but retained a Buy rating, pointing to recent comparable multiple compression and macroeconomic concerns affecting enterprise software. The stock trades near its 52-week low, while the company has announced product advances including Agent Builder and AWS-focus…
H.C. Wainwright raised its price target on Protagonist Therapeutics to $117.00 from $80.00 and retained a Buy rating, citing the commercial and financial implications of a rusfertide New Drug Application submitted by Takeda and Protagonist. The firm expects the company will likely opt out of a profit-sharing arrangement, unlocking substantial upfro…
H.C. Wainwright increased its price target for Praxis Precision Medicines Inc. (PRAX) to $1,245 from $340 while keeping a Buy rating, citing higher peak sales expectations for ulixacaltamide and relutrigine. The firm highlights relutrigine as a potential broad-use therapy with projected peak sales of $6.8 billion and points to forthcoming clinical …
Mizuho lowered its price target on Royal Caribbean Cruises (RCL) to $379 from $381 but maintained an Outperform rating after the company reported a weak first-quarter performance in the Caribbean that appears contained. The firm noted several constructive signals, including better-than-expected full-year cost and yield guidance, higher EPS guidance…
H.C. Wainwright increased its price target on Perspective Therapeutics Inc (NYSE: CATX) to $12.00 from $10.00 and kept a Buy rating, citing clinical data and a reduced competitive field following Sanofi's deprioritization of its SSTR2-targeted radioimmunotherapy. Perspective's shares traded at $4.26 after a one-week gain of 57.2%, and analyst targe…
H.C. Wainwright reduced its fair-value target for Inuvo Inc. (INUV) to $6.00 from $10.00 while keeping a Buy rating after the company reported preliminary fourth-quarter 2025 revenue that materially missed consensus. Management has signaled a strategic shift toward a technology-focused, higher-margin platform and installed Rob Buchner as Chairman a…
H.C. Wainwright raised its price objective on Alnylam Pharmaceuticals to $510 from $470 and kept a Buy rating, pointing to the scaling of the company’s TTR franchise and its multi-year strategic roadmap as drivers. The firm adjusted forward estimates to reflect post-launch normalization, higher sustained R&D spending and conservative margin assumpt…
H.C. Wainwright lowered its price objective on Nouveau Monde Graphite Inc. (NMG) to $5.50 from $7.50 while retaining a Buy rating. The firm attributed the reduction primarily to dilution from a recent equity raise and to a revised first-production estimate now expected in the first half of 2028. The revised discounted cash flow analysis produces a …
Needham upgraded Globus Medical (NYSE: GMED) from Hold to Buy and set a $112 price target after the company released preliminary fourth-quarter 2025 revenue figures. The firm highlighted margin expansion -- citing an estimated 20% EBITDA margin at Nevro and further margin gains in 2026 -- as a driver of upside to 2026 EPS, while other analysts also…
Mizuho lowered its price target for Tractor Supply Company to $58 from $65 while keeping an Outperform rating, pointing to a "clear shift in management’s tone" on the rural economy and noting renewed promotional activity. The move follows a fourth-quarter 2025 earnings shortfall and a string of target cuts from peer research firms.
H.C. Wainwright increased its price objective for DRDGOLD Ltd. (NYSE: DRD) to $46.50 from $36.25 while retaining a Buy recommendation. The firm pointed to recent gold price strength, an upgraded NAV multiple, and continued investor interest in DRDGOLD’s Vision 2028 Initiative as the bases for the change. Market data show the stock has risen sharply…
Canaccord Genuity has reiterated a Buy rating on Stryker (SYK) and assigned a $435 price target following the company’s robust quarterly results. The target implies notable upside from the stock's current level, while other analysts' targets span a wide range. Stryker reported double-digit growth across multiple business segments, strengthened its …
BMO Capital has upheld its Market Perform rating and $25.00 price target on Olin (NYSE: OLN) after the company's fourth-quarter 2025 results. The bank points to improving free cash flow and ongoing cost-reduction efforts while warning that base earnings must stabilize amid continuing operational and macroeconomic headwinds that weighed on Q4 perfor…
Leerink Partners raised its price target on Gilead Sciences to $146 from $114 while keeping an Outperform rating, pointing to strong early commercial adoption of Yeztugo (lenacapavir for PrEP) and a bolstered HIV pipeline. The firm expects positive commentary at Gilead's upcoming fourth-quarter 2025 results and highlighted 2026 regulatory milestone…
Oppenheimer increased its price target on Trane Technologies to $468 from $460 and reaffirmed an Outperform rating after the company reported fourth-quarter 2025 results that beat consensus on both revenue and earnings. The quarter featured robust enterprise bookings and a backlog that extends into fiscal 2027, supporting visibility for Commercial …
Goldman Sachs trimmed its price target on The Blackstone Group to $158 from $166 and maintained a Neutral rating. The bank projects double-digit growth in base management fees and fee-related earnings (FRE) through 2028, anticipates FRE margins rising above 60% by 2028 despite elevated near-term operating expenses, and adjusted distributable EPS fo…
TD Cowen raised its price target on Southwest Airlines to $50 from $42 while maintaining a Hold rating. The revision follows management's positive guidance for fiscal 2026 and sits near the airline's current market price. Market reactions, recent earnings beats on EPS but a revenue shortfall, and a separate analyst upgrade have all contributed to i…
Wolfe Research trimmed its 12-month price target for Tractor Supply Company (TSCO) to $57 from $60 while keeping an Outperform rating, citing quarter-to-date trends that have improved relative to earlier management expectations but persistent investor caution about 2026 guidance. The stock is trading below the analyst consensus and recent earnings …
William Blair has reaffirmed an Outperform rating on AppFolio Inc. (APPF) even as the shares slid roughly 11% in after-hours trading. The firm pointed to accelerating customer unit additions, strong revenue growth and exceptional free cash flow in the companys latest quarter. Market-level metrics show a consensus Buy stance, analyst targets between…
TD Cowen reduced its price objective on American Airlines (NASDAQ:AAL) to $17.00 from $19.00 while keeping a Buy rating, citing expected first-quarter EPS near the low end of guidance after disruptions from Winter Storm Fern. The firm adjusted fiscal 2026 estimates based on management comments, noted robust forward bookings, and highlighted competi…
