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 reaffirmed a Buy rating and a $425.00 price target on Charter Communications (CHTR) ahead of the company’s fourth-quarter 2025 earnings report, pointing to material upside from the current share price. The firm highlights value tied to the Cox Communications acquisition and Liberty ownership integration, while acknowledging investor c…
Benchmark reiterated a Hold rating on Landstar System (LSTR) after the company's fourth-quarter 2025 results. Adjusted EPS of $1.24 matched Benchmark's estimate and slightly exceeded the FactSet consensus of $1.22, but revenue missed expectations and discrete insurance and impairment charges reduced reported EPS. Operational trends are mixed: heavy…
C.H. Robinson’s shares rose sharply in after-hours trade following a fourth-quarter earnings beat, Benchmark’s reaffirmation of a Buy rating with a $160 target, and a string of upward price-target revisions from other brokerages. The freight broker reported modest EPS growth, margin gains across key segments and continued market-share momentum desp…
UBS raised its price target on GE Vernova to $936 from $835 while retaining a Buy rating after the company's fourth-quarter results and margin disclosures. UBS said it has increased conviction that margins can materially surpass medium-term targets and consensus, pointing to equipment backlog margin contribution and future pricing in service agreem…
C.H. Robinson reported adjusted fourth-quarter EPS of $1.23, beating the $1.13 consensus. UBS maintained a Buy rating with a $224 price target, citing an earnings surprise and stronger-than-expected cost discipline. Several other brokerages raised price targets after the print as the company showed market share gains, margin improvements and operat…
Benchmark raised its price target for The Chefs' Warehouse, Inc. (NASDAQ: CHEF) to $84 from $79 while maintaining a Buy rating, basing the new target on updated FY27 adjusted EBITDA estimates and a 14x multiple. The firm introduced quarterly estimates for fiscal 2026 and annual estimates for fiscal 2027, and said Q4 2025 results tracked in line wit…
Stifel increased its price target on Nurix to $35 from $33 while keeping a Buy rating, pointing to 2026 as a defining year for the company’s bexobrutideg BTK degrader program. The firm’s update reflects progress across registrational trials, potential Phase 1 readouts, and adjustments to commercialization timing and financing assumptions. Multiple …
Stifel confirmed a Buy rating on Tesla and kept a $508 price target following the automaker's fourth-quarter 2025 report. The firm and other analysts pointed to stronger-than-expected revenue, gross profit and operating income, progress on Robotaxi and FSD developments, and significant capital plans for 2026. Market estimates for Tesla's value vary…
Stifel reduced its 12-month price target for Las Vegas Sands to $72 from $75 while retaining a Buy rating, highlighting weakness in Macau hold-adjusted EBITDA margins and the absence of recovery signs in the base mass segment. The company continues to report robust results in Singapore, and analysts’ targets still sit above the current share price …
Stifel reduced its price target for Automatic Data Processing (ADP) to $280 from $290 while keeping a Hold rating after the company reported fiscal second-quarter 2026 results that modestly beat expectations. ADP posted 5% organic constant currency revenue growth and 11% EPS growth in the quarter, nudging up fiscal 2026 guidance. Margin expansion i…
Cantor Fitzgerald has lowered its price target on Gemini Space Station to $14.00 from $26.00 but retained an Overweight rating. The revision reflects reduced revenue estimates and a cut to the target multiple, even as the firm says it still backs Gemini's long-term potential. The stock currently trades at $8.46, leaving a theoretical upside to the …
Stifel raised its price target for IBM to $340 from $325 and retained a Buy rating after the company reported robust fourth-quarter 2025 results and a material free cash flow beat. IBM delivered solid organic revenue and EPS growth, outperformed consensus on free cash flow in Q4, and issued 2026 guidance that was broadly in line with expectations w…
Stifel raised its price target on Lam Research to $280 from $250 and kept a Buy rating after the company reported stronger-than-expected fiscal results and guidance. Lam posted robust revenue and growth metrics, and management projects industry wafer fabrication equipment (WFE) spending of $135 billion in calendar 2026. Multiple brokerages have inc…
Stifel reduced its 12-month price target on ServiceNow (NOW) to $180 from $200 while keeping a Buy rating following the company's latest quarterly report. The quarter delivered modest organic upside but produced a mixed set of checks, prompting some analysts to lower targets even as others maintained Overweight/Buy stances based on robust subscript…
Cantor Fitzgerald reiterated an Overweight rating and $510 price target on Tesla after the automaker’s fourth-quarter results outperformed consensus on revenue, gross margin and earnings. The company reported a second consecutive year of lower vehicle deliveries and announced stepped-up capital spending and new production timelines for multiple pro…
Cantor Fitzgerald lowered its 12-month price target on Paycom Software (PAYC) from $170 to $135 while retaining a Neutral rating. The research note highlighted an in-line revenue outlook for the fourth quarter, potential slight EBITDA upside tied to October workforce reductions, and an environment of intense competition and soft demand that may lim…
Cantor Fitzgerald raised its price objective on Lam Research to $320 while retaining an Overweight rating, citing the company's robust calendar year 2025 results, above-consensus guidance for the March quarter, and a positive wafer fabrication equipment outlook for 2026. Other major brokerages have also moved higher on Lam following earnings and gu…
Cantor Fitzgerald has reiterated an Overweight rating and a $590.00 price target on Microsoft (MSFT) after the company's recent financial disclosures. InvestingPro data shows a broad buy consensus for the stock, with price targets ranging from $450 to $730. Microsoft reported significant year-over-year revenue growth driven by Copilot adoption and …
Cantor Fitzgerald has reiterated an Overweight rating and maintained a $200.00 price target on ServiceNow after the company reported quarterly results that outpaced expectations on several key metrics. The company showed stronger-than-forecast cRPO and subscription revenue growth, solid margins, and guidance above Street estimates, even as some ana…
Bernstein analyst Stacy Rasgon raised the price target for Lam Research (LRCX) to $275 from $225 and retained an Outperform rating, increasing the valuation multiple to 40x. The firm pointed to the company’s exposure to several industry inflection points and suggested Lam could meet its calendar 2028 analyst-day targets as early as fiscal 2027. The…
ServiceNow shares fell about 5% in after-hours trading even after the company reported strong fourth-quarter 2025 results and set an optimistic initial outlook for fiscal 2026. Bernstein SocGen Group kept an Outperform rating and a $219 price target, citing a revenue beat and healthy gross margins, while other brokerages offered a range of response…
Truist Securities has reiterated a Buy rating on Gilead Sciences (NASDAQ:GILD) and held a $145 price target following an in-depth review of the company’s HIV franchise. The firm cited the franchise as the primary driver of Gilead’s modeled fair value, while also pointing to potential upside from oncology, immunology and other pipeline programs. Mar…
Cantor Fitzgerald increased its price target on Meta Platforms to $860 from $750 and maintained an Overweight rating following a fourth-quarter performance that exceeded expectations. The firm pointed to robust margins and meaningful benefits from AI deployments across Meta's core businesses, and raised its fiscal 2027 revenue and EPS forecasts. Se…
Truist Securities increased its price objective on C.H. Robinson Worldwide (CHRW) from $190 to $210 while retaining a Buy rating, pointing to sustained market share gains, margin improvement in North American Surface Transportation, and productivity-driven structural cost reductions. The firm said these factors support a $6 EPS framework even witho…
Bernstein SocGen Group has reaffirmed an Outperform rating on Starbucks (SBUX) with a $100 price target, while expressing caution that the company must lay out a credible plan to accelerate earnings per share at its upcoming investor day. The firm highlights strong management execution but warns limited upside in valuation unless EPS growth materia…
