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
Bernstein SocGen Group maintained its Market Perform rating on HCA Healthcare with a $503 price target, roughly in line with the stock's trading level and close to its 52-week high. The firm highlighted stronger-than-expected margins driving EBITDA growth, supported by rate gains and supplemental payment programs, while noting moderating top-line g…
Bernstein raised its 12-month price target for Sysco to $90 from $83 while keeping a Market Perform rating, citing better-than-expected U.S. local case volume growth and strengthened international sales. The move follows Sysco beating Q2 fiscal 2026 EPS and revenue forecasts and comes amid mixed analyst responses from UBS and Piper Sandler.
Bernstein SocGen Group has reaffirmed an Outperform rating on Meta Platforms Inc., keeping a $870 price target that implies roughly 30% upside from the current share price. The firm highlights Meta's robust gross margins and financial standing as underwriting continued investment in artificial intelligence, even as the company appears less visible …
Bernstein SocGen Group trimmed its price target on Charter Communications to $220 from $240 while retaining a Market Perform rating, citing mounting uncertainty and an intensely competitive broadband market into 2026. Charter shares trade near their 52-week low, and the company recently completed $3 billion of senior unsecured notes to support refi…
Goldman Sachs has started coverage of Copel (NYSE:ELPC) with a Buy recommendation and a $10.40 price target, applying a sum-of-the-parts approach and a 7.4% real WACC. The firm projects robust shareholder returns through elevated dividends and buybacks, and expects more than 20% EBITDA CAGR from 2025 to 2027, driven largely by a distribution tariff…
Cantor Fitzgerald increased its price target on Texas Instruments to $225 from $190 and retained a Neutral rating after results the firm described as "surprisingly positive." The research house pointed to first-quarter sequential growth guidance not seen since 2010, improving gross margin trends and management expectations of order and backlog expa…
Cantor Fitzgerald raised its price target on Seagate Technology to $500 from $400 and kept an Overweight rating after the company posted stronger-than-expected quarterly results. The firm pointed to gross-margin expansion, pricing strength in a tight hard-disk drive market, higher-priced HAMR products and roughly 10% annual cost reductions as the p…
Cantor Fitzgerald trimmed its price objective on CommVault Systems to $100 from $144 while retaining a Neutral rating after the company reported fiscal Q3 2026 results. The move follows a net new ARR miss and managerial recalibration of ARR guidance, even as revenue growth and margins remain strong and analysts issue mixed but generally positive ta…
Stifel reaffirmed its Buy rating and $60.00 price target on On Holding AG (ONON) following the company’s appointment of Frank Sluis as chief financial officer. The hire comes after a search that began in April 2025 and follows On’s decision to split the previously combined CEO/CFO role. InvestingPro rates On’s financials as GREAT, noting a 62.4% gr…
Benchmark raised its 12-month price target on Plexus (NASDAQ: PLXS) to $195 from $165 and maintained a Buy rating ahead of the company’s fiscal first-quarter earnings release. The stock, trading at $173.51, has climbed 18% year-to-date and is trading close to a 52-week peak of $186.47. Benchmark highlighted several demand drivers and reiterated man…
Benchmark raised its price target on Texas Instruments to $250 from $220 and kept a Buy rating following the company's December-quarter results and March-quarter guidance that exceeded analyst projections. The chipmaker's shares rose sharply after hours, and several other firms also adjusted targets in response to the quarter and guidance.
Stephens raised its price target on UPS to $115 from $113 while reaffirming an Equal Weight rating, noting that robust pricing in Q4 drove adjusted earnings per share above expectations. The firm highlighted ongoing pricing discipline as UPS seeks to improve revenue quality, even as shipping volumes were slightly softer than anticipated and interna…
Stephens on Wednesday reduced its price objective for CommVault Systems (CVLT) to $135.00 from $162.00 while retaining an Overweight rating. The adjustment follows a shortfall in net new annual recurring revenue (ARR) and lower-than-expected Software-as-a-Service (SaaS) net revenue retention (NRR). Stephens characterized the market’s large sell-off…
Stephens on Wednesday raised its price target for WSFS Financial to $71 from $66 and kept an Overweight rating after the bank reported quarterly results that outperformed expectations across several operating metrics, including core pre-provision net revenue, loan growth, net interest margin, and quarterly earnings and revenue.
William Blair reiterated its Market Perform rating on Korro Bio Inc. (KRRO) after the company presented preclinical results for its lead program, KRRO-121. The firm called the data and development plan an "incremental positive" as Korro works to rebound following a prior program failure. While analysts acknowledged therapeutic potential and a favor…
Raymond James has reaffirmed a Market Perform rating on Korro Bio Inc. (NASDAQ:KRRO). The research note cited preclinical evidence for the company’s lead program, KRRO-121, alongside patient anecdotes highlighting the burden of urea cycle disorders (UCD). Korro’s shares trade at $10.74 with a market capitalization of $101.14 million and show mixed …
Goldman Sachs has reaffirmed a Neutral rating and a $223.00 price target on AbbVie as the company prepares to issue 2026 guidance alongside fourth-quarter 2025 results on February 4. The bank highlights investor debate over competitive pressures for Skyrizi and Rinvoq and notes management will stop updating mid-term guidance for those products. Gol…
JPMorgan raised its price target on Corning to $115 from $100 and kept an Overweight rating following the announcement of a multiyear supply agreement with Meta worth up to $6 billion. The pact is expected to support Meta’s data center expansion and spur additional investment in Corning’s North Carolina manufacturing footprint, including a new opti…
JPMorgan reaffirmed an Overweight rating on ASML and set a $1,518 price target, citing a substantial beat in fourth-quarter 2025 orders. The company reported record revenue and robust bookings that suggest stronger results ahead, while select valuation metrics indicate the stock may be rich relative to fair value.
H.C. Wainwright has reaffirmed a Buy rating and a $10.00 price target on Cardiff Oncology (CRDF) after the company disclosed updated clinical results from its CRDF-004 trial. The price target implies notable upside versus the current roughly $2 share price. Trial findings and upcoming regulatory and clinical milestones are informing near-term inves…
BMO Capital raised its price objective on Stride Inc. (NYSE: LRN) to $94 from $75 while retaining a Market Perform rating, citing fiscal second-quarter 2026 results that beat expectations largely due to a one-time gain. Management reaffirmed full-year revenue guidance and raised adjusted operating income expectations, even as core General Education…
H.C. Wainwright retained its Buy rating on Kazia Therapeutics and affirmed an $18.00 price target after the company released updated Phase 1b data for paxalisib in combination with pembrolizumab and chemotherapy in late-stage metastatic triple-negative breast cancer (TNBC). The small-cap biotech, trading at $7.15 with a market capitalization of $77…
F5 Networks reported first-quarter fiscal 2026 results that outperformed expectations, prompting an upward revision to full-year guidance while leaving some analysts cautious. The company beat revenue and EPS forecasts, posted strong margins and notable regional and segment gains, yet Needham preserved a Hold rating pending more sustained outperfor…
H.C. Wainwright reaffirmed its Buy rating and $60 price target for Maze Therapeutics (MAZE), citing a potential regulatory shortcut enabled by pediatric extrapolation for APOL1-mediated kidney disease. Multiple analysts have adjusted models and initiated coverage over recent weeks, reflecting heightened optimism ahead of a pivotal Phase 2 HORIZON r…
Evercore ISI raised its price target on Viridian Therapeutics to $45 from $44 while keeping an Outperform rating as the company approaches Phase 3 subcutaneous thyroid eye disease (TED) data expected in Q1 2026. The new target implies roughly 34% upside from the stock's then-current price of $33.54. The research house highlighted the importance of …
