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
BofA Securities raised its price target on Progressive Corp. to $334 from $328 and kept a Buy rating after the insurer reported 211,000 net new policies in December, comfortably ahead of expectations. The firm and InvestingPro metrics point to an attractive valuation, while other broker notes and regulatory filings highlight ongoing rate adjustment…
Raymond James reduced its 12-month price target for Roper Industries to $500.00 from $575.00 while retaining a Strong Buy rating. The move follows a negative market response to quarterly results and a series of analyst adjustments, with the stock trading well below its recent highs and showing valuation metrics that the firm says are discounted rel…
Evercore ISI maintained an In Line rating and a $320 price target on F5 Networks following a December-quarter beat on both revenue and EPS. The company reported $822 million in revenue and $4.45 in EPS, outpacing multiple analyst forecasts. Strong Systems sales and emerging enterprise AI deployments helped lift results and prompted management to ra…
ASML's stock jumped following a record quarterly order intake and an upbeat revenue outlook for 2026. The company reported unprecedented bookings, robust regional demand patterns, and guidance that exceeds street estimates, while analysts sustained positive ratings and price targets. Valuation metrics and operating expense dynamics remain notable c…
Truist Securities increased its price target on Texas Instruments (TXN) to $225 from $195 while retaining a Hold rating, following the company's fourth-quarter results and a first-quarter guide that sits above seasonal norms. Multiple other brokerages also raised targets after the earnings and guidance, reflecting widespread analyst optimism even a…
Truist Securities reaffirmed a Hold rating and a $623 price objective for Northrop Grumman after the company reported fourth-quarter 2025 results. While demand remains healthy and recent quarterly results beat expectations, Truist highlighted free cash flow and potential investment needs - particularly for the B-21 program - as central to the stock…
BMO Capital raised its price target on Nextpower (NXT) to $104 from $93 while retaining a Market Perform rating following third-quarter results that beat consensus. Nextpower reported $909 million in revenue and $214 million in EBITDA, both ahead of expectations, and announced a $500 million share repurchase program. Multiple brokerages also increa…
Truist Securities trimmed its price objective for Roper Industries to $550 from $650 but kept a Buy rating after the company's fourth-quarter 2025 results showed disappointing organic growth. The firm flagged persistent issues at Deltek and bookings pressure that could extend into 2026, while expecting stable performance at DAT and a modest revenue…
Truist Securities reiterated a Buy rating and a $240.00 price target on Manhattan Associates following the company’s fourth-quarter 2025 results. The firm cited record cloud bookings, driven by new logo wins, and the company’s newly disclosed four-year fully ramped ARR metric as the basis for sustained cloud subscription revenue visibility above 20…
Truist Securities raised its price target on Sysco to $94 from $90 and kept a Buy rating after the company reported fiscal second-quarter 2026 results that beat EPS estimates and raised guidance. Sysco also posted stronger-than-expected local case growth, prompting multiple firms to boost price targets and maintain positive ratings. The company’s m…
Evercore ISI has reiterated an Outperform rating on Starbucks with a $105.00 price target after the company released first-quarter results that combined an earnings decline and margin compression with stronger-than-expected same-store sales, particularly internationally and in China. The stock traded near $98.54, carries a high P/E ratio, and drew …
Freedom Capital Markets raised Kinder Morgan (KMI) from Sell to Hold and set a $32.00 price target after the pipeline operator posted stronger-than-expected fourth-quarter 2025 results. The firm highlighted reduced net debt, credit-rating upgrades and supportive seasonal gas demand, but views the stock as trading close to fair value with constraine…
BMO Capital reaffirmed an Outperform rating and a $90 price target on Sysco, highlighting sequential gains in local case growth and manageable second-half expectations. The food distribution giant’s shares are trading above prior 52-week levels, and several other brokerages have lifted price targets following solid quarterly results and improving l…
BMO Capital elevated its price target on American Airlines to $17.00 from $16.75 while retaining a Market Perform rating, after the carrier issued 2026 EPS guidance that topped pre-earnings consensus. The firm raised its 2026 EPS estimate and flagged potential upside if demand momentum persists, even as recent quarterly results and market competiti…
Tigress Financial Partners raised its price target on Intel to $66 and maintained a Buy rating, pointing to AI data center momentum, execution on 18A manufacturing, and potential AI-driven PC refresh cycles as catalysts. The firm described these developments as part of an "increasingly compelling multi-year upside story." Market data show Intel's s…
TD Cowen lowered its price objective for Qorvo Inc. (QRVO) to $80 from $95 and kept a Hold rating after the semiconductor supplier posted a stronger-than-expected December 2026 quarter but issued cautious guidance for fiscal 2027. The firm flagged declines in the Android RF business and revised expectations for Apple-related sales, even as Qorvo's …
TD Cowen raised its price target for Texas Instruments to $240 from $225, keeping a Buy rating after the company's first-quarter 2026 guidance beat expectations. The firm pointed to an implied gross margin near 57% and improving bookings and backlog, while projecting more than $9 in free cash flow per share by 2027. Several other brokerages also ra…
TD Cowen trimmed its price objective for Roper Industries to $550 from $625 but retained a Buy stance, citing valuation concerns after volatile trading around a mixed quarterly report. The stock has plunged from its 52-week high and faces downgrades and reduced targets from several other firms following results that beat EPS expectations but missed…
TD Cowen increased its price target for United Parcel Service to $115 from $101 and kept a Hold rating, pointing to better margin dynamics and network performance that offset expected softness in the first half of fiscal 2026. The firm adjusted its 2026 EPS estimate to $7.15, introduced a 2027 EPS view of $7.95, and lifted its valuation multiple as…
RBC Capital raised its price target on F5 Networks to $345 from $325 and kept an Outperform rating after the company posted stronger-than-expected first-quarter fiscal 2026 results and raised guidance. RBC cited minimal impact from an October 2025 security incident, momentum in hybrid multi-cloud and refresh cycles, and accelerating enterprise AI a…
Guggenheim increased its price objective for Sysco to $91 from $89 and kept a Buy rating after a sharp share rally and management guidance around top- and bottom-line improvements. The firm’s valuation relies on an 11.0x EBITDA multiple on 2027 results and assumes an 11% total shareholder return including dividends. Other major brokerages also nudg…
RBC Capital cut its price target for CommVault Systems (CVLT) to $100 from $167 while retaining a Sector Perform rating, citing a mixed quarter and broader valuation pressures. The company reported an ARR shortfall and continues to trade under recent highs, though it maintains strong gross margins and positive earnings. Multiple sell-side firms hav…
RBC Capital has increased its price target on Northrop Grumman to $750 from $715 and kept an Outperform rating after the defense contractor posted better-than-expected fourth-quarter 2025 results. The company reported adjusted Q4 EPS of $7.23 and revenue of $11.7 billion, and RBC flagged potential upside to 2026 revenue from programs such as the B-…
RBC Capital raised its price target on General Motors to $107 from $92 and kept an Outperform rating, citing a mix of headwinds and offsets for 2026 including commodity and onshoring pressures balanced by regulatory benefits, warranty gains, narrowing EV losses and potential tariff relief from USMCA negotiations. GM beat Q4 2025 EPS expectations wh…
Piper Sandler raised its price target on General Motors to $105 from $98 while keeping an Overweight rating, citing upgraded earnings-per-share forecasts after the automaker's fourth-quarter performance. The firm says its target relies on a 7x multiple of 2027 EPS and notes conservative North America EBIT margin assumptions. Other brokerages have a…
