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.
1,332 total articles
BofA Securities raised its price objective for RTX Corp. to $230 from $215 while maintaining a Buy rating, reflecting the firm's view that the company is making progress on its Geared Turbofan engine issues and benefits from robust demand and a resurgent defense segment. The new target implies roughly 15% upside from RTX's current share price near …
Jefferies has reiterated a Buy rating on Amazon.com Inc. and held its $300 price target, arguing that the stock's current valuation understates early signs of Amazon Web Services (AWS) re-acceleration. The firm points to AWS backlog, October bookings and easier year-over-year comparisons as evidence of potential mid-20s percentage growth in Q4. Mul…
BMO Capital Markets has reaffirmed an Underperform rating and a $94.00 price target on Prudential Financial (PRU), flagging heightened macro volatility and regulatory attention in the company’s Japan operations. The target sits below the stock’s most recent quote of $111.11, and several near-term earnings revisions have already been recorded ahead …
Oracle has outlined a $45-50 billion funding program for calendar year 2026 to accelerate capacity for its Oracle Cloud Infrastructure. Jefferies reiterated a Buy rating with a $400 price target. The financing - split evenly between equity and debt - is intended to bridge projected 2026 capital needs and current liquidity while supporting contracte…
BofA Securities raised its price objective on Baker Hughes to $65 from $55 and affirmed a Buy rating after attending the company's 2026 Annual Meeting in Florence. The broker pointed to a shift in Industrial & Energy Technology orders away from LNG toward gas compression, clean energy, industrial technology and power systems, and highlighted an exp…
BMO Capital has reaffirmed an Outperform rating on Allstate and lifted its price target to $249.00, citing a recovered capital position after adjustments for Life & Health disposals and parent cash, a declining reinsurance expense outlook, and expectations that the insurer will refresh its share repurchase authorization in the first half of 2026. O…
Wells Fargo raised its price objective for Colgate-Palmolive to $94 from $86, applying a higher valuation multiple to the firm's 2027 earnings projection, but left its rating unchanged at Equal Weight. The move arrives after Colgate reported Q4 2025 results that beat expectations and as another firm, TD Cowen, lifted its target to $96 and maintaine…
BTIG has reiterated a Buy rating and $60 price target on Bill.com (BILL) ahead of the company’s second-quarter fiscal 2026 earnings report on February 5. The research firm highlights valuation support tied to Capital One’s acquisition of Brex, an 83.85% gross profit margin, and a path to strengthen Rule of 40 performance. While revenue is expected …
Wells Fargo reduced its 12-month price target on Aon to $443 from $448 but retained an Overweight rating. The move follows Aon’s detailed 2026 guidance that projects robust adjusted EPS growth, mid-single-digit or greater organic growth, margin expansion, double-digit free cash flow growth and $1 billion in share repurchases. Aon’s Q4 2025 adjusted…
Wells Fargo increased its price objective for Hartford Financial Services Group to $156 from $153 and maintained an Overweight rating, citing moderating auto pricing and expected improvements in customer retention. The firm highlighted Hartford’s growth initiatives and favorable valuation metrics, while the company’s strong fourth-quarter 2025 resu…
Wells Fargo increased its price target for Regeneron Pharmaceuticals to $800 from $745 while retaining an Equal Weight rating. The firm based the revision on a more optimistic timeline for Dupixent patent protection and modeled stronger earnings and profit share for the drug, even as it remains cautious about Regeneron’s LAG3 program and awaits mul…
Stifel raised its price target on Liberty Energy to $28 from $23 and kept a Buy rating after the company reported stronger-than-expected fourth-quarter EBITDA and outlined accelerated power generation goals. Piper Sandler separately upgraded the stock and hiked its target, citing growth in Liberty’s power business and recent data center agreements.
Wells Fargo increased its price target on ArcBest Corp to $85 from $74 while keeping an Equal Weight rating, citing better Asset-Based volume and margin trends. The firm raised near-term and full-year earnings estimates but notes its target remains below ArcBest's current share price and InvestingPro's Fair Value, suggesting limited upside. ArcBest…
TD Cowen raised its price target on Church & Dwight Co. Inc. to $99 from $97 while keeping a Hold rating after the company reported slightly better-than-expected fourth-quarter earnings. Management issued 2026 guidance projecting faster organic growth and higher earnings per share, prompting TD Cowen and JPMorgan to revise forecasts and targets. Re…
Mizuho raised its 12-month price target for Brookfield Renewable Energy Partners (NYSE: BEP) to $31.00 from $30.00 while preserving a Neutral rating. The bank pointed to fourth-quarter funds from operations growth and robust development and M&A activity, but also highlighted concerns about negative free cash flow, liquidity metrics and nuclear proj…
Citizens has kept its Market Perform rating on Duolingo Inc. as the language-learning app rolls out character-led ads and shows improving ad monetization metrics. The stock trades near its 52-week low and, despite strong revenue growth and gross margins, the firm cites lingering user-growth uncertainty as the reason for a cautious stance. Managemen…
Citizens maintained its Market Outperform rating and $160 price target on Roku, citing the company's sizable U.S. audience reach, multiple monetization levers and disciplined cost profile. The firm flagged partnerships, premium subscriptions, The Roku Channel engagement, Roku Ads Manager uptake and international monetization as growth catalysts whi…
Citizens has reaffirmed its Market Outperform rating and $23.00 price target on LendingClub (NYSE: LC) after the company's fourth-quarter results and 2026 guidance. The brokerage highlighted what it sees as a misreading by some investors of how LendingClub would mark its loan portfolio, and called the ensuing share decline an attractive entry point…
Citizens has maintained its Market Perform rating on SoFi Technologies (SOFI), pointing to the company’s customer acquisition strengths, favorable unit economics versus incumbents, and a pipeline of innovation that includes digital assets and tokenization. The stock is trading above its Fair Value with a high P/E, and recent quarterly results showe…
Citizens has reiterated its Market Outperform rating and maintained a $24.00 price target on Kura Oncology (KURA). The target implies nearly 200% upside from the current share price of $8.12 and follows the company’s recent 2026 outlook presentation and early commercial activity for KOMZIFTI. Citizens highlighted Kura’s robust pro forma cash balanc…
Ascendiant Capital opened coverage on Synergy CHC Corp. (NASDAQ: SNYR) with a Buy rating and a $5.00 price target, implying material upside from the stock's current trading level of $1.87. The firm highlights a low P/E multiple and a large, growing brain health supplements market as key positives, while the company pursues distribution and product …
Citi upgraded Teck Resources Ltd to Buy from Neutral and increased its price target to C$104 from C$76, aligning its recommendation with the bank's Buy stance on Anglo American based on an assumption the companies will merge on currently announced terms. The move follows strong recent Teck share performance and sits alongside a range of broker acti…
Goldman Sachs elevated Futu Holdings Limited (NASDAQ:FUTU) from Neutral to Buy and raised its target price to $213.39 from $157.85, pointing to projected large additions of paying clients in 2026 and 2027 and the company’s high operating efficiency. The bank highlighted Futu’s capacity to expand during favorable market cycles and identified digital…
Morgan Stanley began coverage of Circle Internet Group (CRCL) with an Equalweight rating and a $66.00 price target, highlighting a mix of strengths and structural challenges. The bank noted Circle’s USDC stablecoin holds roughly $70 billion in value, but flagged an uncertain regulatory path, reliance on crypto-related use cases, a rate-sensitive in…
Morgan Stanley moved Humana from Equalweight to Underweight and reduced its price target to $174 from $262, citing heightened policy risk tied to an unfavorable Advance Rate Notice and uncertainty around Humana's 2026 Medicare Advantage bidding strategy. The new target implies a 9.1x 2027 P/E multiple, below managed care peers at roughly 10.0x. Hum…
