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
Evercore ISI raised its price objective on Meta Platforms Inc. (NASDAQ: META) to $900 from $875 and kept an Outperform rating, reflecting a bullish view tied to AI-related revenue prospects and recent quarterly beats. The adjustment sits alongside a market consensus that rates the stock as a strong buy and follows Meta's better-than-expected fourth…
UBS raised its price objective on United Microelectronics Corp (UMC) to NT$100 from NT$56 and kept a Buy rating, citing signs of stronger competitive dynamics in the mature foundry segment from mid-2025 that are appearing in 2026. UBS forecasts modest ASP gains in 2026-27, and highlights capacity and demand shifts at peers and in China that could f…
DA Davidson raised its price objective for Meta Platforms Inc. to $850 from $825 while keeping a Buy recommendation following the company’s fourth-quarter 2025 financial report. The firm cited better-than-expected revenue and earnings, robust margins and elevated revenue growth. Meta also outlined sizable capital spending plans, positioning the com…
Oppenheimer has reaffirmed a Perform rating on Meta Platforms Inc., pointing to peak near-term fundamentals powered by AI-driven engagement, new product activity, and increased ad load. The firm notes Meta is trading at elevated valuation metrics and flags higher operating expenses and capital spending. Separately, Truist raised its price target fo…
Mizuho increased its price objective for Tesla to $540 from $530 and kept an Outperform rating after the automaker reported fourth-quarter results. The firm points to margin improvement and a strategic move into AI and robotaxi initiatives, while other brokerages maintained or adjusted ratings amid a large ramp in planned capital expenditures for f…
DA Davidson maintained a Buy rating and a $650 price target for Microsoft following the company’s fiscal second-quarter 2026 results. The target implies roughly 35% upside from the prevailing share price, and comes amid strong quarterly beats, robust commercial demand metrics, and ongoing questions around Azure capacity and near-term growth pacing.
Stifel has increased its 12-month price objective for Microsoft to $540 from $520 while retaining a Buy recommendation. The firm cautions that Azure growth faces capacity constraints and is unlikely to accelerate meaningfully in the coming quarters despite a 66% year-over-year jump in capital expenditures targeted at GPUs and CPUs. Stifel also high…
Jefferies has reiterated a Hold rating on Tesla (TSLA) stock with a $300 price target, citing a strong cash and core auto margin beat but continued uncertainty around guidance and execution. The firm noted elevated valuation metrics and flagged potential missed launch milestones and funding questions despite a substantial cash balance. Other broker…
Truist Securities has raised its price target on Meta Platforms Inc. to $900 from $875 and kept a Buy rating, pointing to broad-based advertising demand powered by AI improvements and an aggressive near-term growth outlook. The move follows robust fourth-quarter results and first-quarter guidance implying roughly 30% growth at the midpoint, the fas…
Truist Securities reaffirmed a Buy rating and set a $675 price target on Microsoft, pointing to robust commercial bookings, large commercial RPO and several AI-driven growth vectors even as Azure growth remains supply-constrained and capital spending is elevated. Recent quarterly results beat expectations on both EPS and revenue, while Raymond Jame…
KeyBanc has reduced its 12-month price objective for Microsoft to $600 from $630 while retaining an Overweight rating, citing weaker-than-expected Azure constant currency growth and an outlook the firm described as "even less inspiring." The bank also flagged a shift in GPU resource priorities toward Microsoft’s first-party AI offerings such as Cop…
Baird has reaffirmed an Outperform rating on Tesla with a $548 price target, citing the automaker's substantially increased capital expenditure program as it expands its physical AI value chain. The firm notes that Tesla plans to more than double 2026 capex to over $20 billion, and that the company maintains a cash-heavy balance sheet and a current…
Raymond James trimmed its 12-month price objective for Microsoft to $580 from $600 while retaining an Outperform recommendation after the company’s fiscal second-quarter 2026 results. The research note highlights Azure revenue and guidance running roughly one percentage point below investor expectations and reiterates that Microsoft’s prioritizatio…
Oppenheimer raised its price target on Lam Research to $265 from $200 and kept an Outperform rating after management conveyed an implicit outlook calling for roughly 24% or higher revenue growth in calendar year 2026. The firm also bumped its fiscal 2026 and 2027 revenue and EPS estimates, while investors digest recent quarterly beats and a separat…
Piper Sandler moved Korro Bio Inc. (NASDAQ: KRRO) from Neutral to Overweight and raised its price target to $30 from $11 after the company's Virtual Analyst Day. The upgrade centers on KRRO-121, a GalNAc-conjugated antisense oligonucleotide intended to address Urea Cycle Disorders and Hepatic Encephalopathy by lowering hyperammonemia through engine…
RBC Capital reiterated an Outperform rating and a $500.00 price target on Tesla, pointing to a substantial planned rise in capital expenditures from about $9 billion in 2025 to more than $20 billion in 2026. The firm highlighted Tesla's liquidity and capacity to fund the expansion while noting valuation and volatility metrics from InvestingPro and …
Truist Securities trimmed its Tesla (TSLA) price target to $438 from $439 and kept a Hold rating after the automaker's latest quarterly results. The firm cited three strategic shifts - stopping Model S and Model X production, adding six new production lines and training hardware, and setting AI-linked operational goals for 2026 - alongside a materi…
Summit Insights upgraded Lam Research (LRCX) from Hold to Buy, pointing to the equipment maker's potential to capture a disproportionate share of upcoming technology transitions across DRAM, logic and NAND. The move comes as Lam posted fiscal Q2 2026 results that topped expectations and after a substantial share-price run over the past six months.
Chardan Capital Markets upgraded Korro Bio Inc. (KRRO) from Neutral to Buy and increased its price target to $15 from $7, pointing to the company’s pivot to KRRO-121 and the broader potential of its ADAR RNA editing platform. The move follows prior setbacks with KRRO-110 and comes as several other firms review Korro’s preclinical data and developme…
Goldman Sachs has reiterated its Buy rating on Lam Research and set a $180 price target after the semiconductor equipment maker posted quarterly results that surpassed consensus on both revenue and gross margin. Management offered first-quarter guidance above Street expectations, and several other brokerages have raised targets, citing robust syste…
Goldman Sachs has maintained a Buy rating on IBM with a $350 price target after the company reported fourth-quarter results that exceeded Street expectations. IBM delivered stronger-than-expected revenue, earnings and free cash flow, while flagship software and infrastructure businesses posted double-digit gains in constant currency. Management out…
Goldman Sachs reiterated a Neutral rating and a $100 price target on Starbucks after the company reported fiscal Q1 2026 results that showed revenue above consensus but adjusted EPS below estimates. The quarter reflected gains in same-store sales and customer engagement alongside operating-margin headwinds tied to higher cost of goods and tariffs. …
Jefferies raised its price target for Starbucks to $86 from $76 while retaining an Underperform rating, citing better same-store sales but ongoing uncertainty around sustainable comparable-sales drivers, unit growth and margin visibility. The company reported mixed first-quarter fiscal 2026 results and guidance that implies modest comp growth ahead…
Truist Securities reiterated a Buy rating on Meta Platforms with a $875 price target following the company’s fourth-quarter 2025 results. Meta reported revenue and profitability metrics that outpaced consensus, provided above-street first-quarter guidance, and set elevated 2026 capital and operating spending plans tied to its Meta Superintelligence…
Goldman Sachs has maintained its Buy rating and $815 price objective on Meta Platforms following the company's fourth-quarter 2025 results, citing stronger-than-expected revenue and upbeat Q1 guidance. The bank expects a modestly positive investor reaction, highlights Meta's continued high gross margins and revenue growth, and flags investor intere…
