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.
1,432 total articles
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…
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…
