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
Freedom Capital Markets lowered its recommendation on SLB from Hold to Sell while nudging its price target up to $48 from $47. The downgrade follows Schlumberger's weak fourth-quarter 2025 results, including a 15.2% year-over-year decline in adjusted EPS and a modest gross profit margin, and reflects concerns that tepid global drilling activity wil…
BWS Financial has launched coverage of American Axle & Manufacturing (AXL) with a Buy rating and a $17 price objective, citing the company’s pending merger with Dowlais Group plc as a strategic move that should broaden customer exposure and expand product and geographic reach. The firm highlights recent margin-focused bidding changes that compresse…
Mizuho raised its price target on Seagate Technology to $400 from $370 while retaining an Outperform rating, pointing to artificial intelligence demand as a key driver of higher average selling prices in the hard disk drive market. The firm bases the new target on 26 times fiscal 2027 EPS and highlights third-market pricing showing quarter-over-qua…
Bernstein has reiterated its Outperform rating on Figure Technology (NASDAQ:FIGR) and set a $72.00 price target, implying roughly 15% upside from the current share price of $62.49. The firm named Figure its "top pick for 2026," citing the company’s focus as a "pure play tokenization platform for credit," and highlighted new product development and …
Bernstein SocGen Group reiterated an Outperform rating on SanDisk (SNDK) and set a $580 price target, signaling potential upside from the current share price. The firm pointed to an "unprecedented NAND upcycle" driven by AI workloads and constrained supply, while several other brokerages have also raised price targets or adjusted coverage amid stro…
Mizuho has increased its price objective for Western Digital Corp. to $265 from $240 and kept an Outperform rating, pointing to artificial intelligence-driven demand as a catalyst for higher nearline hard disk drive average selling prices. The move comes amid a broader wave of analyst upgrades and price-target raises, while the stock has already ra…
Mizuho Capital Markets on Tuesday raised its price objective for SanDisk (SNDK) to $600 from $410 and kept an Outperform rating, pointing to constrained NAND wafer capacity and accelerating AI server demand as drivers of sharply higher pricing and improved margins into 2026 and beyond. Other analysts and ratings agencies have also adjusted targets …
Bernstein SocGen Group has increased its price objective for Regeneron Pharmaceuticals to $916 from $911 while keeping an Outperform rating ahead of the company’s imminent quarterly report. The firm pointed to improving dynamics for Regeneron’s Eylea HD product and anticipates stronger performance in 2026 driven by regulatory approvals and product …
Mizuho raised its price objective on Micron Technology to $480 from $390 and maintained an Outperform rating, citing robust pricing momentum in legacy DRAM and NAND markets. The firm projects large year-over-year NAND price gains in 2026 and 2027 amid limited wafer capacity additions and rising AI server demand. Micron shares trade near a 52-week h…
Bernstein raised its price objective for Ryanair to $71 from $69 while retaining a Market Perform rating, pointing to modest improvements in revenue and cost metrics. Ryanair reported a 1.1% year-over-year increase in RASK and a 0.8% rise in CASK, benefitting from lower fuel expenses. The airline also announced plans to grow passenger traffic and t…
Bernstein SocGen Group reiterated an Outperform rating and set a $395.00 price target on Eaton Corporation (NYSE: ETN) following the company’s announcement to separate its Mobility businesses into a standalone public company. The Mobility segment contributes roughly $3.1 billion in revenue and $500 million in segment EBITDA; Eaton says the spin-off…
DA Davidson analyst Gil Luria says Microsoft’s Azure is outpacing Google Cloud Platform and Amazon Web Services in growth, but Microsoft shares trade near the low end of their historical multiple range, creating a potential valuation gap with peers. The firm also outlines expectations for Meta, Apple and Amazon, and notes a series of analyst target…
DA Davidson reiterated a Buy rating on Crane (NYSE: CR) with an unchanged price target of $235 following quarterly results that outperformed its internal model. The company delivered operating EPS ahead of expectations, posted growth in core orders and backlog, completed strategic acquisitions, and outlined a planned CEO succession, while maintaini…
DA Davidson has reaffirmed a Buy rating on CoreWeave (NASDAQ:CRWV) with a $110 price target following the company’s widened partnership with NVIDIA and a $2 billion equity investment. The move comes as CoreWeave signals an aggressive buildout of over 5 gigawatts of capacity by 2030, alongside rapid revenue growth, though near-term liquidity pressur…
DA Davidson raised its price target on Bank of Hawaii to $81 from $73 while keeping a Neutral rating, citing better-than-expected net interest margin momentum that led to more than a 10% increase in its 2026 and 2027 earnings projections. The bank’s shares have moved higher, and a separate analyst at Stephens also raised its target following strong…
Truist Securities reaffirmed a Buy rating and $9 price target for MannKind (MNKD), highlighting an FDA-approved label update for Afrezza that clarifies starting mealtime dosing for patients switching from subcutaneous insulin. The firm models Afrezza peak sales of $171 million and calls the label revision an incremental positive for broader adoptio…
Truist Securities reaffirmed a Hold rating and an $18.00 price target on VF Corp, noting a recent modest shift in investor sentiment and mixed brand-level trends. The stock is trading above the target at $20.01 after a near 60% six-month rally, while valuation metrics remain elevated. Other brokerages have moved price targets in both directions, re…
Truist Securities reiterated a Buy rating and kept an $80.00 price target on Etsy as the e-commerce marketplace prepares to report fourth-quarter 2025 results. The firm anticipates results roughly in line with consensus, expecting year-over-year and sequential gains in Gross Merchandise Sales and revenue even as active buyer counts remain largely u…
Truist Securities has reiterated a Hold rating on Booz Allen Hamilton with a $98 price target as the firm weighs recent contract cancellations by the U.S. Treasury and a softer revenue performance against stronger-than-expected earnings per share. The Treasury’s action, tied to a historic tax data leak, affects a small portion of the company’s reve…
Truist Securities raised its price target for Gilead Sciences to $145 from $140 while retaining a Buy rating, citing updated launch guidance and stronger prescription trends for the company’s HIV drug Yeztugo. The move follows Gilead’s fiscal 2025 pre-report and adjustments to near-term commercialization expectations across several products, and co…
Truist Securities increased its price target on ASGN Inc. (NYSE: ASGN) to $60.00 from $50.00 while keeping a Buy rating, pointing to accelerating client demand for help integrating artificial intelligence into workflows. The firm flagged ASGN's expanding Commercial Consulting business - bolstered by the Quinnox acquisition - and potential Defense s…
Keefe, Bruyette & Woods raised its price target on Riot Platforms to $23.00 from $16.00 while keeping an Outperform rating, citing a 10-year, 25 MW lease with AMD at Riot’s Rockdale, Texas site and the resulting visibility into potential expansion up to 200 MW. The firm frames the move as early momentum for Riot’s shift toward high-performance comp…
Cantor Fitzgerald opened coverage of Fidelity National Information Services (FIS) with an Overweight rating and a price target of $72, implying more than 21% upside from the stock's recent level. The firm highlighted FIS’s broad market distribution and interconnected product set as enduring competitive strengths, while warning that trust with inves…
Truist Securities increased its price target on Nuvation Bio Inc to $13.00 from $11.00 and kept a Buy rating following the company’s fourth-quarter 2025 pre-report and a one-on-one meeting with management. The firm highlighted stronger-than-expected early uptake of Ibtrozi and the drug’s positioning in the ROS1 treatment landscape, while noting pot…
Cantor Fitzgerald initiated coverage of Corpay (NYSE: CPAY) with an Overweight rating and a $385 price target, citing the company’s advantaged fleet franchise and market-leading positions in cross-border payments/FX and Brazil tolls. The firm views disruption fears as overstated and models mid-to-high single-digit organic growth in Vehicle Payments…
