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.
1,395 total articles
Cantor Fitzgerald has reaffirmed an Overweight rating and a $350 price objective on Advanced Micro Devices (AMD), citing expectations for a slight beat in the December quarter and raised guidance for the March quarter. The firm points to robust Data Center demand across CPUs and GPUs, limited wafer-transition issues compared with Intel, and strateg…
Jefferies reduced its price target on Apogee Therapeutics Inc to $95 from $98 while keeping a Buy rating, citing investor reaction to developments around OX40 programs and related safety signals. The adjustment follows a roughly 6% drop in Apogee shares after Amgen ended an OX40 collaboration with Kyowa Kirin and Sanofi scaled back development of a…
Cantor Fitzgerald raised its price target on Qualcomm to $160 while retaining an Overweight rating, even as it forecasts weaker revenue across handset and QCT segments for calendar 2026. The research house expects solid December-quarter results but projects guidance for the March quarter modestly below consensus and June guidance well below consens…
Cantor Fitzgerald raised its price objective for Teradyne to $270 while keeping an Overweight rating, pointing to sustained revenue and earnings momentum tied to artificial intelligence-related businesses. The firm projects higher near-term and longer-term earnings per share, and expects company management to deliver optimistic guidance. Other anal…
Cantor Fitzgerald raised its price target on Regeneron Pharmaceuticals to $800 from $740 and kept an Overweight rating after updating near-term commercial portfolio estimates and applying modest values to several development programs. The firm highlighted obesity efforts, Dupixent lifecycle management and Factor XI research as drivers of higher val…
Scotiabank raised its 12-month price target for Verizon Communications to $50.25 from $48.00 while keeping a Sector Perform rating, citing the carrier's new churn-reduction plan and the inclusion of the Frontier acquisition in updated estimates. The bank says Verizon shares still look inexpensive, but it wants to see initial evidence that churn is …
Cantor Fitzgerald has maintained an Overweight rating on Definium Therapeutics Inc (NASDAQ:DFTX), while revising key inputs in its valuation model. The firm lowered its discount rate and adjusted penetration assumptions for two psychiatric indications, increasing its NPV estimate materially even as it trimmed EPS forecasts for 2025 and 2026. Other …
Stephens raised its price objective on Ameris Bancorp to $87 from $79 while keeping an Equal Weight rating, citing stronger-than-expected core pre-provision net revenue (PPNR) and a firmer net interest margin (NIM). The new target implies roughly 8% upside from the stock's prevailing level and comes amid continued loan growth, elevated production, …
William Blair moved Palantir Technologies Inc. (PLTR) from Market Perform to Outperform on Monday, pointing to sustained momentum in both government and commercial channels. The upgrade, issued before Palantir’s upcoming earnings, notes strong tracker data, large partnership expansions, and enterprise adoption, even as the stock has experienced a s…
Stephens reduced its 12-month price target for Canadian National Railway (CNI) to $100 from $105 while retaining an Equal Weight rating. The move follows Q4 2025 results that beat estimates on adjusted EPS and operating ratio, but the firm cited flat revenue ton mile guidance, macroeconomic and trade-policy uncertainty, and rising expenses that lim…
Bernstein SocGen Group lowered its price target on Qualcomm to $200 from $215 while maintaining an Outperform rating. The firm cited weak sentiment toward smartphones, Apple rolloff concerns and recent memory-market dynamics as reasons for the cut, even as it highlighted Qualcomm’s strong product lineup, robust cash generation and emerging AI adjac…
Bernstein SocGen Group lowered its price target on Elevance (NYSE: ELV) to $409 from $431 while keeping an Outperform rating. The firm pointed to Elevance’s $25.50 per share guidance for 2025 and mixed fourth-quarter 2025 results - an adjusted EPS beat alongside revenue that missed expectations - as the drivers of the adjustment. Bernstein flagged …
Bernstein SocGen Group increased its price target on Air Products & Chemicals Inc. (NYSE: APD) to $315.00 from $300.00 while keeping an Outperform rating, pointing to successful execution of a 'back to basics strategy' demonstrated in the company’s first-quarter fiscal 2026 performance. The research house highlighted productivity progress, a favora…
Bernstein SocGen Group raised its price target for Regeneron Pharmaceuticals to $925 from $916 while retaining an Outperform rating, citing a solid quarter, robust cash flow and profitability metrics, and upcoming Phase 3 melanoma data for the company’s LAG3 inhibitor. Other firms have also updated targets following Regeneron’s fourth-quarter 2025 …
JPMorgan raised its price target on Chevron to $181 from $176 while retaining an Overweight rating, highlighting cost-savings targets tied to structural reductions and post-merger investment positioning. The bank pointed to debottlenecking at major projects and a geographically diversified upstream portfolio as potential catalysts, while recent ear…
H.C. Wainwright has reaffirmed a Buy rating and a $40.00 12-month price target on Summit Therapeutics plc (NASDAQ:SMMT) after the U.S. Food and Drug Administration accepted the company’s Biologics License Application for ivonescimab. The price target implies a roughly 176% upside from Summit’s recent trading level near its 52-week low. The FDA set …
Investment bank Mizuho raised its price target on AXIS Capital (NYSE: AXS) to $141.00 from $133.00 and kept an Outperform rating, citing robust end-of-2025 operating trends. The upgrade reflects accelerating premium growth, stable underlying loss ratios, nearly $900 million of share buybacks by year-end and improved prior-year loss development, alo…
JPMorgan raised its price target on ExxonMobil to $140 from $133 and kept an Overweight rating after the company posted stronger-than-expected fourth-quarter 2025 results. Earnings per share and operating cash flow exceeded both the bank's and consensus forecasts, and ExxonMobil completed a suite of major 2025 projects expected to add roughly $3 bi…
JPMorgan reiterated an Overweight rating and a $510.00 price target on Carvana (NYSE: CVNA), highlighting the firm’s early and sustained focus on online-only used-vehicle retailing as a structural advantage. The stock, trading at $401.11, implies roughly 27% upside to JPMorgan’s target despite a recent drop of over 15% in the past week. The bank no…
H.C. Wainwright has reaffirmed a Buy rating and an $18.00 price target on Coya Therapeutics (NASDAQ:COYA) after the company completed a private placement that generated roughly $11.1 million in gross proceeds. The analyst house views the financing as extending Coya’s operational runway into late 2027 and highlights investor support from Dr. Reddy’s…
H.C. Wainwright initiated coverage of Hut 8 Mining Corp. (HUT) with a Buy rating and set a $80.00 price target. The firm highlighted the company's pivot toward digital infrastructure through long-term data center agreements, notably deals with Fluidstack and Anthropic, and emphasized Google’s financial support for the River Bend project as a credit…
Morgan Stanley increased its price target on Colgate-Palmolive Co. (CL) to $100 from $87 while keeping an Overweight rating, highlighting mid-single-digit organic growth in emerging markets that helped drive 3.1% fourth-quarter organic sales excluding pet-product discontinuations. The stock trades near $90.29, with momentum indicators signaling ove…
Needham has reiterated a Buy rating on JFrog with a $70 price target, highlighting the company's position in software supply-chain security. Trading at $54.80, the shares imply about 28% upside per InvestingPro data. Multiple sell-side firms maintain constructive views as the company prepares to report fourth-quarter results amid recent security di…
Wedbush has placed Take-Two Interactive on its Best Ideas List, keeping an Outperform rating and a $300 price target while arguing the market overreacted to a sell-off tied to Google’s Project Genie announcement. The firm says Project Genie is a complement rather than a competitor to Take-Two’s high-margin, "Hyper-Premium" content and highlights va…
Guggenheim reiterated a Buy rating and a $51.00 price target on DBV Technologies after meetings with company leadership, noting alignment with regulators and recent positive clinical readouts. The stock has surged 411% over the past year; DBV is preparing for an important earnings update on March 5 amid ongoing regulatory and commercial execution r…
