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
Baird raised its price target on Intellia Therapeutics to $7.00 from $4.00 following the FDA's removal of a clinical hold on the MAGNITUDE-2 Phase 3 study for nex-z in hereditary ATTR amyloidosis with polyneuropathy. The research house maintained a Neutral rating, citing ongoing commercial uncertainty that it says will constrain share appreciation …
BNP Paribas Exane lowered its price target for Charter Communications to $160 from its prior level while retaining an Underperform rating. The firm pointed to intensifying competition from fixed wireless access (FWA) and fiber, and noted that Charter did not implement expected broadband rate hikes in Q1 2026. The research house now forecasts declin…
BNP Paribas Exane cut its price target on Comcast to $28 while keeping a Neutral rating, pointing to growing pricing competition across the cable sector. The firm reduced ARPU growth forecasts for Comcast and expects larger declines for Charter in 2026 amid rising fixed wireless access and fiber penetration. Charter has recently taken on fresh debt…
Wolfe Research raised its price objective on Corning to $130 from $100 and kept an Outperform rating after the company announced a multiyear supply deal with Meta. The agreement, analyzed by Wolfe, could drive Corning's revenue from Meta from roughly $400 million to about $1 billion annually and is linked to a potential $6 billion commitment. The m…
Pinterest disclosed a global restructuring that will trim headcount by less than 15% and reduce office footprints, with the process expected to finish by the end of the third quarter of 2026. The company anticipates pre-tax charges of $35-45 million, mainly cash costs, and plans to reallocate spending to AI-focused roles, AI-powered products and a …
Mizuho has maintained an Outperform rating and a $97.00 price target for Corning (NYSE:GLW) following the company's announcement of a multiyear fiber-optic supply agreement with Meta. The contract, disclosed by Corning as potentially worth up to $6 billion and possibly spread over five years, joins strong third-quarter results and fresh analyst sup…
Wolfe Research has reiterated an Outperform rating and a $260.00 price target for Boeing following the company’s fourth-quarter report. Boeing reported $375 million of free cash flow in Q4, revenue of $23.9 billion, and a backlog that rose to $682 billion. While certain programs and supply-chain charges weighed on segment profitability, asset sales…
SK Telecom shares climbed sharply after investors recalibrated the worth of the company’s 2023 investment in AI developer Anthropic. The stock gained 12% to reach $26.93, clearing its prior 52-week peak, as analysts and market participants assessed the possible valuation uplift from Anthropic’s rising implied worth and the implications for sharehol…
Morgan Stanley reaffirmed an Equalweight rating and an $81 price target on Arrowhead Pharmaceuticals (ARWR), signaling roughly 19% upside from the current share price of $67.94. The bank highlighted ongoing progress in the ARO-DIMER-PA program and reiterated that Phase 3 SHASTA-3/4 studies of Redemplo (plozasiran) remain the primary 2026 catalyst f…
Roth/MKM raised its price target for Alphabet to $365 from $310 and left its Buy rating intact ahead of Alphabet’s fourth-quarter earnings. The firm highlighted multiple potential catalysts in the first half of 2026 - including TPU chip partnerships, Waymo city launches, progress on the Gemini app and likely news around Gemini 4.0 - while noting th…
UBS raised its price target on Teck Resources to C$90 from C$80 and kept a Buy rating, pointing to the company’s copper-heavy earnings mix, expected production increases through 2030 and a solid liquidity position. The firm highlights valuation upside relative to peers even after recent share gains. The proposed merger with Anglo American remains a…
TD Cowen raised its price target for Cardinal Health to $233 from $225 and affirmed a Buy rating, pointing to an increased guidance above $10 per share and what it views as largely de-risked fiscal second-quarter results. The stock trades below the new target and near its 52-week high, while several analysts have nudged up fiscal 2026 EPS estimates…
TD Cowen has reaffirmed a Sell rating and a $70 price target on Roblox Corp. after its January 2026 parent survey showed an increase in parents imposing time and spending limits on the platform. The research house warned these restrictions could pressure engagement metrics. Roblox shares are trading near $72.53, and the company is due to report ear…
Truist Securities has reiterated a Buy rating on Cytokinetics with an $84.00 price target — implying roughly 28% upside from the stock's prevailing price of $65.64. The firm points to growing clinical preference for Myqorzo (aficamten) versus Bristol Myers Squibb's Camzyos among new hypertrophic cardiomyopathy patient starts, and it says positive k…
Freedom Capital Markets raised its rating on Netflix from Hold to Buy even as it slashed the firm’s price target to $104 from $1,070. The action comes after Netflix reported Q4 FY2025 results that beat consensus across key metrics, including subscriber expansion and advertising growth, but management issued cautious forward guidance and signaled hi…
TD Cowen raised its price objective on Option Care Health to $37 from $27 and kept a Hold rating, citing the company’s preliminary 2026 guidance and stronger-than-expected adjusted EBITDA outlook. Other brokerages have also adjusted targets and ratings following preliminary fourth-quarter results and updated cash-flow forecasts tied to strategic in…
TD Cowen has increased its price target for BrightSpring Health (BTSG) to $46 from $42 while keeping a Buy rating, pointing to continued fourth-quarter momentum driven by specialty oncology generics, a ramp in Limited Distribution Drugs, and improved Infusion segment performance. The firm projects adjusted EBITDA of $188 million for the quarter ver…
TD Cowen reduced its price target on Alphatec Holdings (ATEC) from $27.00 to $20.00 while leaving its Buy rating intact. The cut - a 26% reduction from the prior target - comes amid questions about the premium investors should pay for a high-growth spine surgery company, even as Alphatec posts strong revenue gains and guidance that beats consensus.…
Freedom Capital Markets has increased its 12-month price objective for Johnson & Johnson to $220 from $190 while retaining a Hold recommendation. The firm pointed to consecutive revenue beats in 2025, strength in Innovative Medicine and MedTech, and potential regulatory and label catalysts, but noted valuation multiples are close to historical high…
Stifel has lowered its price target for Etsy to $62 from $65 while maintaining a Hold rating. The brokerage cited improving monthly active user trends for both the core Etsy app and Depop but left its financial estimates unchanged. Etsy is trading at $57.83 and is below its Fair Value amid recent volatility. Separately, the company authorized up to…
Stifel has reduced its 12-month price target for Life360 to $76 from $92 while keeping a Hold rating, citing monthly active user (MAU) trends as the main pressure point. The move follows the company's preliminary fourth-quarter results and management guidance for 20% MAU growth in 2026, which exceeds Street estimates. Other firms remain divided, wi…
Stifel has reduced its 12-month price objective for DoorDash Inc. (NASDAQ: DASH) from $253 to $224 while maintaining a Hold rating. The revised target still sits above DoorDash's then-current share price of $207.55, though InvestingPro valuation metrics indicate the stock is trading near fair value. Stifel's cut reflects caution around the financia…
Stifel raised its price target for Amazon.com to $300 from $295 and kept a Buy rating, pointing to gains in the company’s advertising business, a healthy fourth-quarter e-commerce backdrop and continued strength in AWS. The revised target implies roughly 24% upside from Amazon’s current price of $241.10 and comes ahead of the company’s Q4 results d…
Stifel reduced its price target on Instacart (NASDAQ:CART) to $46.00 from $49.00 on Tuesday while keeping a Buy rating. The new target aligns with InvestingPro's Fair Value assessment and implies upside from the stock's current trading level of $37.85. Stifel cited ongoing competitive pressures but left its financial estimates unchanged, projecting…
Stifel lowered its 12-month price target for Uber Inc. to $105 from $122 while maintaining a Buy rating. The new target still implies meaningful upside from Uber's trading level of $80.75, and the firm left its financial estimates unchanged, framing the move as a valuation reset rather than a change in performance expectations. Stifel highlighted t…
