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
Mizuho raised its 12-month price target for PPG Industries to $125 from $118 and retained an Outperform rating. The new target implies roughly 13% upside from the current share price of $110.28. The bank pointed to higher peer and market multiples as the driving factor, even though PPG’s most recent quarter missed EPS expectations while delivering …
Raymond James reduced its 12-month price target for Manhattan Associates (MANH) to $230 from $240 while keeping an Outperform rating following the company’s fourth-quarter 2025 report. The firm pointed to robust bookings, record RPO, and a disclosed 23% fully ramped ARR growth rate driven by strong net new logo traction. Manhattan beat Wall Street …
RBC Capital lowered its 12-month price target on Synchrony Financial to $85 from $91 while retaining a Sector Perform rating. The revision comes after fourth-quarter results that showed improving spending volumes and credit trends, solid returns on equity and a revenue miss that drew analyst scrutiny. Management continues to guide towards mid-singl…
Mizuho lowered its 12-month price target for CommVault Systems (CVLT) to $140 from $180 while maintaining an Outperform rating after the company reported third-quarter results that fell short of management’s net new ARR expectations. The move reflects a mix-shift toward SaaS bookings with lower average selling prices and longer-duration term deals.…
Mizuho lowered its price target on Roper Industries to $365 from $419 while retaining an Underperform rating, pointing to increasing competitive risks tied to AI adoption and lingering effects from a protracted government shutdown on the company's Deltek unit. The move accompanies a modest reduction to 2027 EPS estimates and comes amid recent downg…
Mizuho raised its 12-month price target for Texas Instruments (TXN) to $160 from $145 while retaining an Underperform rating. The firm pointed to improving bookings and above-seasonal March-quarter guidance, driven by Industrial and Data center strength. Despite the higher target, Mizuho lowered its estimates and emphasized valuation concerns as re…
Raymond James cut its price target on United Parcel Service Inc. (UPS) to $127.00 from $128.00 but kept a Strong Buy rating, saying recent strategic actions - including halving exposure to the company's largest customer and a U.S. network redesign - are creating near-term disruption while building structural cost leverage for a more profitable netw…
Raymond James raised its price target on First BanCorp (NYSE:FBP) to $26.00 from $25.00 and left its Outperform rating intact, citing robust fourth-quarter results driven by ongoing net interest margin (NIM) expansion. The firm pointed to favorable drivers including securities repricing, lower funding costs, and solid loan pipelines, while noting t…
Evercore ISI trimmed its price objective on Kimberly-Clark to $115 from $120 while retaining an "In Line" rating, pointing to growing competition in the U.S. diaper market and changes at major retailers that could shrink manufacturer margins. The company posted a modest Q4 2025 EPS beat, but competitive dynamics and shifts in retail relationships r…
Evercore ISI reduced its price target on Synchrony Financial (SYF) to $88 from $97 and kept an Outperform rating after cutting 2026 and 2027 EPS estimates. The revisions reflect anticipated higher expense run rates and larger retailer share arrangements as Synchrony accelerates investments, including for its Walmart partnership and AI initiatives. …
Evercore ISI has kept its In Line rating and $17.00 price target on American Airlines (AAL) following the carrier's fourth-quarter 2025 results. The quarter showed a weakened pre-tax margin, an earnings shortfall relative to analyst projections and a notable near-term revenue impact from a government shutdown. Management provided guidance for accel…
Evercore ISI has reiterated an Outperform rating on Amazon.com with a $335.00 price target, pointing to momentum in the company's grocery business driven by accelerated delivery options and a more defined physical presence via Whole Foods Market. Amazon is expanding Same-Day Delivery in 2026, rolling out 30-minute Amazon Now service, and consolidat…
Evercore ISI raised its price target on F5 Networks to $320 from $280 and kept an "In Line" rating after the company reported a stronger-than-expected December quarter. F5 delivered $822 million in revenue and $4.45 in EPS, outpacing several Street estimates, and reported notable gains in hardware and early-stage AI-related business. The company ra…
Mizuho upgraded Circle Internet Group (CRCL) from Underperform to Neutral and set a $77 price target, pointing to expanding use of Circle’s USDC stablecoin on prediction market Polymarket as a potential catalyst. The firm raised its forecasts for USDC in circulation for 2026 and 2027 while noting those estimates remain below consensus. Other analys…
Rothschild Redburn upgraded Visa from Neutral to Buy and raised its price target to $385 from $327, citing stronger prospects for network yields and value-added services in an agentic commerce environment. The firm increased its EPS forecasts for 2028 by about 10% and raised its WACC in response to growing regulatory scrutiny, while other major bro…
Rothschild Redburn lowered its rating on PayPal from Neutral to Sell and reduced its price target from $70.00 to $50.00, citing a competitive shift favoring card networks in a more fragmented 'agentic commerce' environment. At the same time, the firm raised EPS forecasts and price targets for Visa and Mastercard, reflecting expectations for stronge…
Barclays has initiated coverage of Cytokinetics (NASDAQ: CYTK) with an Overweight rating and a price target of $87, implying roughly 36% upside from the stock's most recent price of $64.01. The start of coverage coincides with the commercial launch of Myqorzo and analyst attention on an ongoing Phase 3 trial in non-obstructive hypertrophic cardiomy…
JPMorgan has downgraded Coca-Cola FEMSA (KOF) from Overweight to Neutral and set a $100.00 price target, citing expectations of moderate consolidated growth through 2026 and 2027. The bank projects 5% top-line growth and 6% EBITDA growth for 2026, with a small margin expansion, while flagging a near-term decline in Mexican volumes linked to an exci…
BofA Securities increased its price target for Northrop Grumman (NOC) to $750 from $685 and kept a Buy rating, citing the contractor’s ability to navigate a changing defense landscape by combining decades of mission experience with newer commercial and agile capabilities. The firm trimmed near-term adjusted EPS estimates amid Mission Systems softne…
LVMH reported second-half 2025 results that outperformed analyst expectations on earnings before interest and taxes, while revenue trends were mixed across divisions. The company posted EBIT of €8.7 billion, slightly down year-over-year but notably ahead of consensus. Major brokerages responded with differing takes on valuation and near-term earnin…
Bernstein SocGen Group increased its price target for United Parcel Service Inc. (UPS) to $128 from $125 and retained an Outperform rating, citing improved margins driven by the removal of uneconomic Amazon-related costs. UPS is trading at $107.20 and sits slightly below a fair value assessment; analyst targets span $75 to $130. The firm outlined n…
Morgan Stanley raised its price target on Seagate Technology to $468 from $372 and kept an Overweight rating after the storage supplier reported better-than-expected quarterly results and provided margin guidance that exceeded market expectations. The bank highlighted improving supply-demand dynamics for hard disk drives, rising adoption of higher-…
RBC Capital downgraded Banco Bilbao Vizcaya Argentaria SA from Outperform to Sector Perform while nudging up its price target to EUR19.75 from EUR19.25. The move comes after BBVA delivered a 138% price return over the past year and trades near a 52-week high, prompting RBC to flag valuation as a cap on further upside. The bank faces a mixed backdro…
Baird reduced its rating on Array Technologies (NASDAQ: ARRY) from Outperform to Neutral and set a $11.00 price target, pointing to a steep share-price appreciation that has outpaced the broader market. While the firm expects bookings to remain healthy through 2026 driven by a substantial backlog, it flagged the risk that increased competition coul…
Citizens cut Portfolio Recovery Associates (NASDAQ:PRAA) from Market Outperform to Market Perform, pointing to a portfolio yield that does not cover cash operating expenses and funding costs. The firm projects it could take more than three years for the company to reach a break-even purchase price multiple and gross yield, dependent on operational …
