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
Truist Securities trimmed its 12-month price target for Landstar System to $145 from $150 and retained a Hold rating after the company reported fourth-quarter 2025 results that were hurt by discrete insurance items. While pricing trends showed improvement in January and heavy haul operations remain strong, soft volumes and ongoing pressure in the O…
Cantor Fitzgerald reaffirmed an Overweight rating and a $79.00 price target on Boston Properties Inc. (BXP) after the company reported fourth-quarter 2025 results. The target implies roughly 23% upside from the stock's then-current price of $64.28. The firm highlighted a modest guidance miss tied to higher general and administrative expenses, but a…
Bernstein raised its price target for Seagate Technology to $500 from $370 and maintained an Outperform rating after the company delivered stronger-than-expected fiscal second-quarter 2026 results. Seagate beat revenue, margin and adjusted EPS forecasts, reported resilient average selling prices and disclosed accelerated cost improvements tied to H…
Bernstein analyst David Dai increased his price objective for ASML to $1,911 from $1,642 and maintained an Outperform rating following the company’s unexpectedly large fourth-quarter bookings. ASML reported €13.2 billion in net bookings, a backlog rise to €38.8 billion, and set 2026 revenue guidance above consensus at the high end. Multiple banks a…
DA Davidson raised its 12-month price target on Trustmark Corporation to $44.00 from $42.00 while retaining a Neutral rating. The move follows an earnings update in which diluted EPS outpaced expectations but pre-provision net revenue per share fell short. Trustmark’s guidance for 2026 was described as largely in line with market expectations, supp…
DA Davidson has reaffirmed a Neutral rating and a $76.00 price target on Prosperity Bancshares (PB) as the regional bank moves toward closing several acquisitions, including a roughly $2.0 billion deal for Stellar Bancorp. The firm cites an attractive valuation versus historical norms but remains wary of integration and loan-runoff risks. Prosperit…
ServiceNow shares fell about 5% in after-hours trading despite DA Davidson reiterating a Buy rating and $220 price target. The enterprise software company reported strong fiscal results and raised FY26 estimates, but organic growth guidance that fell short of investor expectations pressured the stock, which is trading well below its 52-week high an…
DA Davidson has reaffirmed a Neutral rating and a $62.00 price target on Mondelez International (MDLZ) ahead of the company’s fourth-quarter 2026 results and initial fiscal year 2026 guidance, with the earnings release expected on February 3. The firm points to a mixed risk-reward profile: consumption trends remain strained amid pricing and macro h…
DA Davidson has reaffirmed its Buy rating on Modine Manufacturing (NYSE:MOD) and kept a $200 price target ahead of the company’s fiscal third-quarter 2026 earnings report set for February 4. The firm’s note follows quarterly channel checks with North American contacts tied to major overhead and commercial vehicle customers and highlights the compan…
DA Davidson increased its price objective for Western Alliance Bancorporation to $105 from $104 and left its Buy rating intact. The move follows a quarter that modestly outperformed pretax estimates and more strongly beat on an after-tax basis due to a lower quarterly tax rate. The bank’s recent guidance and revenue momentum underpin the analyst's …
Monness, Crespi, Hardt raised its price target on Meta Platforms Inc. to $890 from $808 and kept a Buy rating, updating 2026 forecasts to reflect higher revenue but lower earnings per share after the company’s fourth-quarter 2025 performance. Meta’s recent quarterly beat, robust revenue growth and high gross margins drew support from several other …
DA Davidson has maintained its Buy rating and $235 price target on Crane Co (CR), reflecting the firm's view that recent acquisitions and solid segment fundamentals underpin near- and medium-term performance. The research house updated its 2026 and 2027 estimates to account for four acquisitions and sees modest EPS accretion in 2026 with stronger c…
DA Davidson increased its price target on Jack Henry to $216 from $190 and left its Buy rating intact, ahead of the company’s fiscal second-quarter report. The move joins a string of analyst upgrades and higher targets, while company data points to strong financial metrics and a modest undervaluation by fair value assessment.
Craig-Hallum initiated coverage of StubHub Holdings (NYSE: STUB) with a Hold rating and a $12 price target, a level beneath the stock's trading price of $14.27. The firm praises StubHub's position as the leading secondary ticket marketplace and notes robust revenue growth, but expresses skepticism about Street assumptions for a sharp ramp in direct…
TD Cowen raised its price objective on Lam Research to $290 from $170 and retained a Buy rating after the company presented an elevated wafer fabrication equipment (WFE) outlook for 2026. Lam’s internal forecasts and recent results, along with upward revisions from several brokerages, underpin the more bullish analyst stance even as valuation appea…
TD Cowen cut its price target on ServiceNow to $185 from $200 while retaining a Buy rating after the company reported quarterly results that TD Cowen called "strong." The research note highlighted modest beats in organic current remaining performance obligations, robust gross margins, and growth in revenue, even as the stock trades well below its p…
TD Cowen has kept its Buy rating and $270 price target on Danaher, even after the stock slid following fourth-quarter results and guidance for the first quarter of 2026 that fell slightly below consensus. Analysts broadly remain positive, but early signals point to a more muted 2027 growth outlook and a conservative management tone as a new CFO joi…
TD Cowen reduced its price target for AT&T to $32 from $33 and kept a Hold rating after the telecom reported mixed fourth-quarter 2025 results. The firm pointed to weaker-than-expected phone subscriber additions but stronger-than-expected EBITDA, and described 2026 guidance as reasonable in a competitive environment. KeyBanc reiterated an Overweigh…
TD Cowen maintained its Buy rating and $820 price target on Meta Platforms Inc. after the company reported fourth-quarter results that topped consensus. Meta beat estimates on revenue and operating income, cited double-digit impressions growth and provided first-quarter revenue guidance above Street expectations, while multiple other firms adjusted…
TD Cowen bumped its price target on Tesla to $519 from $509 and left a Buy rating in place after the automaker’s fourth-quarter report, pointing to margin upside and progress on RoboTaxi and robotics initiatives as the basis for improving sentiment. Other brokerages remain divided, with price targets ranging widely and differing views on Tesla’s ca…
Craig-Hallum increased its price objective on Planet Labs to $33 from $30 while keeping a Buy rating, pointing to the company’s differentiated capabilities, favorable cost-to-performance profile, advanced AI use, and expanding sovereign and defense markets. The research house also emphasized a detailed pricing comparison of imagery providers and no…
BMO Capital has reaffirmed an Outperform rating and a $115.00 price target on Starbucks, even after the coffee chain reported a first-quarter fiscal 2026 earnings-per-share shortfall. The firm points to accelerating comparable sales and a return to transaction growth in the U.S. as evidence the turnaround is progressing, while Starbucks’ guidance s…
BMO Capital Markets increased its price objective on Brinker International to $175 from $170 while keeping a Market Perform rating after the company reported fiscal second-quarter 2026 results that outpaced consensus estimates. Brinker delivered adjusted EPS of $2.87 and revenue of $1.45 billion, supported by stronger Chili’s comparable sales, impr…
JPMorgan increased its 12-month price objective for PPG Industries to $126 from $117 while reaffirming an Overweight rating, citing stronger-than-expected cash flow and a revenue beat in the company’s fourth-quarter 2025 results. PPG reported solid operational cash generation that outpaced JPMorgan’s model, even as adjusted EPS missed estimates and…
Texas Capital Securities shifted its recommendation on Alpha Metallurgical Resources (AMR) from Buy to Hold while increasing its price target to $210 from $185. The firm cut adjusted EBITDA projections for late 2025 and fiscal 2026, citing a weaker price deck for key metallurgical coal products, even as some operational offsets supported margins. A…
