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.
1,435 total articles
Scotiabank trimmed its 12-month price objective for Microsoft to $600 from $650 while retaining a Sector Outperform rating after the company’s fiscal second-quarter report. The bank described results as "very solid" but highlighted Azure revenue growth that missed buy-side expectations in consecutive quarters, attributing part of the shortfall to h…
H.C. Wainwright increased its price objective for Integra Resources Corp. to $7.25 from $5.00 and kept a Buy rating after the company delivered annual gold output within management guidance and generated meaningful revenues and EBITDA over the last twelve months. Management continues operational execution at Florida Canyon while advancing technical…
H.C. Wainwright has reiterated its Buy rating and $34.00 price target on Regenxbio (RGNX) following clinical holds imposed by the FDA on two gene therapy programs after a tumor was found in a participant from the RGX-111 trial. The firm noted preliminary genetic evidence of AAV integration linked to proto-oncogene overexpression, while other analys…
Scotiabank increased its price objective for Meta Platforms Inc. to $700 from $685 while retaining a Sector Perform rating, following the company's stronger-than-expected fourth-quarter results. The update comes as Meta reported notable revenue growth, provided aggressive first-quarter guidance, and reiterated expectations that fiscal 2026 operatin…
Jefferies raised its price objective for GE Vernova (GEV) to $930 from $865 and reiterated a Buy rating after the company’s fourth-quarter earnings call. The broker highlighted a potential 10-20 point incremental margin upside that could push Power equipment EBITDA to around 30%. Several analysts have increased earnings estimates and price targets …
Wedbush updated its price objective on IBM to $340 from $325 and kept an Outperform rating, pointing to acceleration in the company’s generative AI business. IBM reported revenue and segment results that beat consensus, a rising GenAI backlog, improved free cash flow and margin metrics that supported several subsequent analyst target increases acro…
H.C. Wainwright raised its price target on Nurix (NRIX) to $32.00 from $31.00 while keeping a Buy rating after the company's fourth-quarter fiscal 2025 results. The updated target implies about 79% upside from the current share price of $17.87 and sits above the analyst consensus average of $27.70. Nurix reported a net loss of $0.82 per share for t…
H.C. Wainwright upgraded Korro Bio Inc. (KRRO) from Neutral to Buy and set a $20.00 price target after the company presented KRRO-121, a liver-targeted RNA editing candidate aimed at stabilizing glutamine synthetase to preserve ammonia clearance. The firm added the asset to its model at a 20% probability of approval and projected $2 billion in peak…
Berenberg raised its price objective on Lam Research to $265 from $250 while keeping a Buy rating after the company's January earnings call signaled stronger wafer fabrication equipment (WFE) spending ahead. Lam Forecasts WFE capex of $135 billion in 2026 - a 23% increase from $110 billion in 2025 - and expects sequential quarterly revenue growth b…
Raymond James increased its price objective on C.H. Robinson to $215 from $185 and kept an Outperform rating, citing operational changes including lean practices and artificial intelligence deployed since CEO Bozeman's June 2023 arrival. The firm highlighted margin improvement potential despite historically declining operating margins, while other …
Goldman Sachs reaffirmed its Buy rating on Five Below with a $231 price target, pointing to movie licensing opportunities in 2026 as a material but underappreciated contributor to sales growth. Multiple brokerages have lifted price targets following strong holiday results and higher comparable-sales prints, underscoring analyst optimism about the r…
Oppenheimer reaffirmed an Outperform rating on Capricor Therapeutics (CAPR) and retained a $54.00 price target, citing conviction that lead candidate deramiocel will gain full FDA approval. Capricor plans to submit the Phase 3 HOPE-3 clinical study report to regulators next month, with analysts anticipating a six-month review and possible approval …
Needham has reaffirmed a Hold rating on Tesla following the automaker's fourth-quarter results, citing solid execution in its core vehicle business and measurable advances on longer-term artificial intelligence and robotics initiatives. While the firm highlighted areas of progress and noted Tesla's cash-dominant balance sheet, it pointed to a high …
Deutsche Bank raised its price objective on ASML Holding NV to EUR1,500 from EUR1,300 while retaining a Buy rating, citing unusually strong fourth-quarter bookings. ASML reported EUR13.2 billion in bookings, well above consensus, and a string of analyst upgrades followed, reflecting heightened demand tied to DRAM EUV spending and AI infrastructure …
Evercore ISI reduced its 12-month price objective on Canadian Pacific Kansas City Limited (NYSE: CP) to $85.00 from $87.00 but kept an Outperform rating after the railroad reported fourth-quarter 2025 results that slightly missed forecasts. Adjusted EPS and revenue came in under Evercore and consensus estimates, although operating efficiency improv…
BTIG has reaffirmed a Buy rating and set a $65 price target on Birkenstock Holding plc (BIRK) after the company’s Investor Day in New York City. With shares trading near $37.57, the target implies roughly 73% upside. BTIG highlighted the company’s margin profile, manufacturing model, and prospects for continued double-digit growth, while also trimm…
Oppenheimer reiterated its Perform rating on Tesla (TSLA) while trimming top- and bottom-line forecasts, saying the automaker's pivot toward Physical AI and large-scale supply chain buildout will take several years to fully materialize. The firm expects negative free cash flow in 2026 as Tesla supports factory expansion and may use off-balance-shee…
Evercore ISI increased its price objective on C.H. Robinson Worldwide to $219 from $196 while retaining an Outperform rating. The change follows a fourth-quarter earnings beat driven by North American Surface Transportation productivity and Lean AI gains, even as revenue missed consensus. Other broker updates and elevated valuation multiples highli…
Guggenheim lowered its 12-month price target on DraftKings Inc. (DKNG) to $42 from $45 while keeping a Buy rating. The firm lifted its fourth-quarter 2025 revenue and adjusted EBITDA estimates but reduced its 2026 EBITDA outlook, citing anticipated prediction market investments and higher marketing spending tied to media partnerships. Other analyst…
BTIG maintained a Buy rating and a $200 price target on ServiceNow after year-end results and a 2026 outlook that modestly outperformed consensus. The company posted 20% organic constant currency cRPO growth, delivered subscription revenue guidance above estimates, reported Now Assist ACV ahead of internal targets, and announced an additional $5 bi…
Oppenheimer raised its price target on Dianthus Therapeutics (DNTH) to $125 from $62 and reiterated an Outperform rating, pointing to a series of clinical milestones through 2026. The firm noted that market valuation may not fully reflect the company’s DNTH212 program and the MMN indication, while recent CEO commentary and positive myasthenia gravi…
BMO Capital increased its 12-month price target on Cognizant Technology Solutions to $96 from $84 but kept a Market Perform rating, citing growing optimism in the near-term IT services environment and demand for support in building and managing AI workloads. Cognizant has been active on the strategic front with acquisitions, multi-year partnerships…
H.C. Wainwright downgraded CalciMedica (NASDAQ:CALC) from Buy to Neutral following the company’s decision to discontinue its Phase 2 KOURAGE study after an Independent Data Monitoring Committee flagged a safety signal. The stock has plunged more than three-quarters in the last week, and the company is analyzing unblinded data while discussing poten…
Lucid Capital Markets has opened coverage on Adlai Nortye Ltd. (NASDAQ: ANL) with a Buy rating and an $11 price objective, implying roughly 217% upside from the stock's current $3.47 level. The firm highlights the company's pan-RAS inhibitor, AN9025, as the main potential catalyst and models peak non-risk adjusted revenues of about $3.2 billion for…
Wolfe Research increased its price target on ASML Holding NV to €1,450 from €1,400 while retaining an Outperform rating, citing stronger-than-expected fourth-quarter bookings and improved revenue guidance for calendar year 2026. The research house highlighted that much of the recent bookings are slated for 2027 delivery, prompting a material upward…
