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
Stifel maintained a Buy rating on Meta Platforms Inc. and set a $785.00 price target following the company’s fourth-quarter results. Meta reported revenue, operating income and GAAP EPS that beat consensus, alongside strong user and ad impression growth. The company's outlook for early 2026 implies higher revenue expectations but also substantially…
BofA Securities raised its price target on NVR Inc. to $8,600 from $8,400 and kept a Buy rating following the homebuilder's fourth-quarter 2025 results. NVR reported EPS of $121.54, beating both BofA and consensus forecasts, and homebuilding revenue of $2.64 billion, which was down 5% year-over-year but topped BofA's projection. BTIG initiated cove…
Jefferies has increased its 12-month price target on CAE Inc. to $34.00 from $30.00 while retaining a Hold rating. The move follows an analysis of foot traffic at a subset of CAE's U.S. civil training centers used as a proxy for simulator utilization. Jefferies' updated estimates point to slightly stronger EPS and margin outcomes versus consensus f…
Williams Blair has reiterated an Outperform rating on Scotts Miracle-Gro, pointing to ahead-of-plan shipments, margin improvement, and reaffirmed fiscal 2026 guidance. The company reported a modest quarterly earnings and revenue beat, announced a $500 million share repurchase authorization, and plans to divest its Hawthorne business while maintaini…
Raymond James raised its price target on Tyra Biosciences to $55 from $35 and kept a Strong Buy rating, after adding upper tract urothelial carcinoma (UTUC) estimates for dabogratinib to its financial model. The firm projects substantial combined revenues from UTUC and non-muscle invasive bladder cancer (NMIBC) through 2032 and expects near-term da…
Jefferies increased its price target for ASML to €1,260 from €1,020 but retained a Hold rating after the chip-equipment maker reported unusually large Q4-25 orders. The upgrade follows record bookings and strong quarterly revenue, though much of the new backlog is slated for shipment in 2027 and analysts warn valuations may be challenged by the tim…
BMO Capital reduced its price target on Brown & Brown to $81 from $88 while retaining a Market Perform rating. The firm trimmed EBITDA estimates by about 3.0% and projects 2026 organic growth of roughly 2.4%, below consensus. Recent fourth-quarter results showed a slight EPS beat but revenue missed expectations. Other analysts have also dialed back…
Evercore ISI has reiterated an Outperform rating and set a $165.00 price target on Amphenol Corporation after the company posted quarterly results that beat consensus. Amphenol delivered record sales and orders, marked margin improvement, and offered March-quarter guidance that includes revenue from its newly closed CCS acquisition.
Truist Securities raised its price target for Tronox (NYSE:TROX) to $8.00 from $7.00 and kept a Buy rating after the company's January 26 pre-announcement showed stronger-than-expected volumes tied to market share gains. The firm warned that cost and product-mix weakness flagged in preliminary fourth-quarter results will likely affect the first qua…
Oppenheimer increased its price objective for GE Vernova (GEV) to $871 from $855 and retained an Outperform rating, pointing to stronger-than-expected demand in Power and Electrification, potential upside from an early Prolec deal close, and ongoing operational efficiencies. The stock, trading at $711.85, has gained 95.52% over the past year, while…
Jefferies reduced its 12-month price objective on Prosperity Bancshares to $85 from $90 while retaining a Buy recommendation. The move follows Prosperity’s announcement to acquire Stellar Bancorp; Jefferies says the deal will deepen the bank’s Texas footprint and bolster deposits but also entails tangible book value dilution and an earnback period …
BofA Securities increased its price target on Teva Pharmaceutical Industries to $37 from $36 while maintaining a Buy rating after a fourth-quarter update the bank described as "solid." The firm highlighted improved comfort in Teva’s 2026 guidance and the execution of a cost efficiency program intended to offset the upcoming loss of exclusivity for …
BMO Capital reduced its price target for Automatic Data Processing Inc. (ADP) to $281 from $288 and maintained a Market Perform rating after the company reported fiscal second-quarter results the firm called "mixed signals." The new target sits near InvestingPro’s Fair Value estimate, and comes as ADP posted EPS of $2.62 and revenue of $5.4 billion…
Stifel has reaffirmed a Buy rating on Lucky Strike Entertainment (LUCK) and left its price target at $13, pointing to accelerating momentum across the company’s core operations. The firm highlighted high-return investments in food and beverage, ongoing venue conversions and growth from recent water park acquisitions as supportive of Lucky Strike’s …
Needham lowered its price target on Extreme Networks to $21.00 from $24.00 but retained a Buy rating after the company reported fiscal second-quarter 2026 results that topped consensus on both revenue and earnings. Management raised fiscal 2026 revenue guidance, SaaS annual recurring revenue grew 25% year-over-year, and EMEA sales showed quarter-ov…
BMO Capital trimmed its price target for Progressive Corp. to $232 from $239 while retaining a Market Perform rating, citing continued top-line deceleration that appears to have passed its worst phase. Progressive shares trade near $215 with a P/E of 11.71 and are flagged as undervalued by InvestingPro Fair Value estimates. The research note highli…
Cantor Fitzgerald cut its 12-month price target on Check Point Software to $200 from $220 while keeping a Neutral rating. The firm pointed to software multiple compression and worries over hardware growth—against a backdrop of mixed firewall demand—and flagged rising DRAM prices as a margin headwind. Check Point trades near its 52-week low but rema…
Sample data analyzed by Truist shows U.S. golf equipment retail sales rose 5.0% year-over-year in December, led by strong putter demand. Growth was driven by higher prices rather than volume, while Acushnet Holdings reported mixed third-quarter 2025 results and executed a $500 million notes offering to reshape its debt.
Evercore ISI raised its price target on Danaher to $254 from $250 and maintained an Outperform rating after the company’s fourth-quarter update. Danaher is trading below the new target but above a third-party fair value estimate. The firm cites potential upside from BPS Equipment and Life Sciences as Analytics & Genomics performance improves, and n…
William Blair has maintained an Outperform rating on Wix.com (WIX), citing momentum behind the company’s AI efforts and Studio initiatives. The firm flagged temporary higher investment intensity tied to the Base44 project but characterized the strategy as appropriate for long-term growth. Wix has reported 13.22% revenue growth over the last 12 mont…
Stifel has reaffirmed a Buy rating and a $45.00 price target on REGENXBIO Inc. (RGNX) even after the Food and Drug Administration placed clinical holds on RGX-111 and RGX-121. The firm expects delays to the RGX-121 PDUFA timing but says other programs remain insulated and highlights the company’s response efforts and manufacturing differences betwe…
BofA Securities raised its price objective for Corning to $120 from $110 while maintaining a Buy rating following the company's latest quarterly report. Revenue modestly exceeded expectations driven by Display and Hemlock units, but Optical fell short. BofA remains constructive on a 1-2 year growth runway tied to data center buildouts - including a…
TD Cowen raised its price objective on ASML Holding NV to EUR1,500 from EUR1,000 and kept a Buy rating after the company posted strong quarterly results, record order intake and bullish guidance for 2026. The research house models continued revenue growth driven by EUV system sales, while noting capacity-related variability in ASML's CY26 outlook. …
Cantor Fitzgerald reaffirmed a Neutral rating and an $87 price target on Fortinet ahead of the company’s fourth-quarter 2025 earnings report, scheduled in just 8 days on February 5. The firm highlighted mixed demand indicators, high gross margins, and the importance of SASE and SecOps traction, while noting DRAM price inflation as a potential headw…
Raymond James increased its price objective for MSCI Inc. to $710 from $690 while keeping an Outperform rating, pointing to robust net new recurring subscription sales in the company's Index and Private Assets segments. The firm sees this subscription momentum as a likely driver of improved subscription revenue growth, even as MSCI's 2026 cash flow…
