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
Morgan Stanley has kept an Underweight rating and a $214.00 price target on Progressive Corp., even as the insurer reported unexpectedly strong policy-in-force (PIF) additions in recent months. Data cited in the research indicate the stock is trading near its 52-week low with a modest P/E of 11.5. While auto PIF gains and robust revenue expansion r…
Piper Sandler has lowered its 12-month price target for Qorvo Inc to $90 from $110 while maintaining a Neutral rating. The firm pointed to disappointing March quarter guidance and a faster-than-expected downsizing of Qorvo's lower-tier Android business as the primary drivers of the adjustment. Data in the company's filings and analyst reports under…
BTIG raised its price target on Glaukos to $131 from $123 and kept a Buy rating after the FDA approved a labeling supplement permitting repeat administration of iDose TR. The approval broadens the product's clinical use and was incorporated into BTIG's revenue model, contributing to the price-target increase. Recent company results and other analys…
Piper Sandler raised its price target on Viatris (NASDAQ: VTRS) to $12.00 from $9.00 while retaining a Neutral rating, pointing to robust branded business performance across geographies and steady contributions from recent launches in developed markets. The firm notes shares have rallied roughly 33% since the start of the fourth quarter of 2025 ami…
Piper Sandler raised its price target on F5 Networks to $325 from $295 and maintained an Overweight rating following quarterly results that showed resilient demand, an active product refresh cycle and better enterprise engagement. The stock rallied more than 10% in after-hours trading after the earnings release. F5 reported strong gross margins and…
HSBC has trimmed its price target for CoreWeave to $41 from $44 and kept a Reduce rating, pointing to higher financing costs and a projected liquidity deficit in 2026. The bank’s analysis is backed by data showing stretched near-term liquidity and heavy leverage, while other brokers and an NVIDIA equity infusion have prompted a range of more bullis…
Piper Sandler raised its price target for Pinnacle Financial Partners (PNFP) to $122 from $120 and kept an Overweight rating after reviewing the bank's fourth-quarter 2025 results and 2026 guidance. The firm boosted 2026 and 2027 EPS estimates, pointing to stronger loan growth and a larger balance sheet as the rationale. Pinnacle reported a revenue…
Jefferies increased its price target on Nextpower (NXT) to $122 from $107 and kept a Buy rating after the company reported fiscal third-quarter results that beat expectations on revenue and EBITDA. Management cited stronger demand from the U.S. market. Nextpower raised fiscal 2026 guidance by roughly 3%, announced a $500 million share repurchase pl…
Piper Sandler hiked its price target on Praxis Precision Medicines (PRAX) to $1,200 from $450 and reaffirmed an Overweight rating. The firm updated its model to include four programs and projects substantial peak U.S. sales by 2046, while Praxis prepares New Drug Applications for two lead candidates by mid-February 2026 and has completed a priced p…
HSBC upgraded United Parcel Service Inc. (UPS) from Hold to Buy and raised its price target to $125 from $100, citing clearer visibility on volume trends and margin recovery beginning in the second half of 2026. The bank trimmed its fiscal 2026 adjusted operating profit estimate modestly while expanding its 2027 outlook, amid a backdrop of mixed an…
Craig-Hallum reduced its price target on Qorvo Inc. (NASDAQ: QRVO) to $95 from $110 but left its Buy rating intact following the company's lower-than-expected guidance for the March quarter. Qorvo forecast roughly $800.0 million in revenue and 48.5% gross margins for the period, signaling a seasonal slowdown and continued headwinds from an Android …
Qorvo reported fiscal third-quarter results driven by strong iPhone demand but issued weaker guidance for the fiscal fourth quarter owing to deteriorating Android revenue. KeyBanc kept a Sector Weight rating while revising estimates. The company raised its projected Android revenue decline for fiscal 2027 to $300 million, and analysts have trimmed …
KeyBanc increased its price target for Texas Instruments to $240 from $220 and kept an Overweight rating after the company reported in-line fourth-quarter results and provided higher guidance for the first quarter. The move reflects continued industrial strength and data-center demand; other firms have likewise adjusted targets, producing a range o…
KeyBanc Capital Markets reduced its price target for CommVault Systems to $108 from $152 while keeping an Overweight rating after the company reported mixed fiscal third-quarter results. CommVault beat EPS and revenue estimates, but normalized annual recurring revenue (NNARR) in constant currency missed expectations amid a shift toward software-as-…
KeyBanc cut its 12-month price objective for Applied Industrial Technologies (AIT) to $300 from $310 but left an Overweight rating intact after the distributor reported mixed fiscal second-quarter results and offered weaker EBITDA margin guidance. The bank pointed to elevated LIFO expense and inconsistent December demand as drivers of the market re…
KeyBanc Capital Markets has reaffirmed an Overweight rating and a $400 price target on UnitedHealth Group (UNH), arguing the shares are priced below their fundamental value despite investor concern over proposed Medicare Advantage rates for 2027. The company reported a stronger-than-expected medical loss ratio in the fourth quarter and offered 2026…
KeyBanc has increased its price target on HCA Healthcare to $550 from $500 and kept an Overweight rating following a stronger-than-expected fourth quarter that included a 2% EBITDA beat and potential upside from Medicaid Supplemental Directed Payments. HCA posted $15.49 billion in trailing twelve-month EBITDA and set 2026 guidance with a $16 billio…
Keefe, Bruyette & Woods (KBW) raised its price objective for Popular, Inc. (NASDAQ: BPOP) to $155 from $146 and maintained an Outperform rating, highlighting stable asset quality and continued profitability gains tied to the bank's transformational priorities. Popular reported a strong fourth-quarter EPS beat, though revenue narrowly missed expecta…
Keefe, Bruyette & Woods raised its 12-month price target for German American Bancorp Inc. (GABC) to $46 from $45 while retaining a Market Perform rating. The revision follows a robust fourth-quarter 2025 showing in which operating earnings beat expectations, driven by stronger pre-provision net revenue. The bank reported modest margin expansion, so…
American Airlines reported adjusted diluted EPS of $0.16 for the fourth quarter of 2025, missing multiple analyst forecasts and seeing revenue and unit metrics pressured by a government shutdown that the company said reduced top-line revenue by $325 million. While premium product revenue outperformed main cabin results and management provided upbea…
Bernstein SocGen lowered its 12-month price target for UnitedHealth Group (UNH) to $405 from $444 but left its Outperform recommendation unchanged. The analyst house made modest cuts to EPS forecasts across the mid-to-late decade and flagged investor worries about the long-term Medicare Advantage funding outlook as the driver of a roughly 9% target…
Wolfe Research maintained an Outperform rating on ASML with a EUR1,400 price target after the company reported fourth-quarter results above expectations and issued first-quarter guidance well ahead of consensus. ASML also lifted its calendar year 2026 revenue midpoint to €36.5 billion, an increase of 12% from prior guidance and above consensus of €…
Bernstein SocGen Group maintained an Outperform rating and a $298.00 price target on Boeing following the company’s fourth-quarter results. The target implies about 22% upside from the prevailing share price of $244.56, though InvestingPro’s Fair Value model flags the stock as potentially overvalued. The quarter featured materially stronger-than-ex…
Bernstein SocGen Group raised its price objective on PACCAR to $138 from $125 while keeping an Outperform rating, even after the truck maker reported results and guidance that matched market expectations but flagged parts and operations margins roughly 75 basis points below consensus. The firm highlighted a reset in investor expectations and said c…
Bernstein SocGen Group reiterated an Outperform rating on Accor SA and lifted its price target to EUR56.60 from EUR52.40, pointing to expected RevPAR strength in 2026, improved U.S. conditions, faster EBITDA growth versus IHG, and stronger cash-return metrics. InvestingPro data shows Accor trading below Fair Value with a Financial Health score of "…
