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
JPMorgan reiterated an Overweight rating and a $215 price target for ServiceNow (NOW) after speaking with nine partners across the vendor's ecosystem. The bank's channel checks showed a mixed picture versus its prior quarterly survey - an improving outlook for the coming half-year but softer recent federal activity. Partners broadly reported ongoin…
JPMorgan’s Delta One Desk reports a marked rotation away from U.S. equity ETFs last week, with significant inflows into international developed and emerging market ETFs. Sector-level moves favored Materials, Energy, Financials and Healthcare, while Utilities and Consumer sectors saw outflows. Fixed income ETFs recorded above-average inflows led by …
IonQ, Inc. has agreed to acquire SkyWater Technology in a deal that values the foundry supplier at $1.8 billion in equity. The transaction, structured as $15 in cash plus $20 in IonQ stock per SkyWater share for a total of $35 per share, is expected to close in the second or third quarter of 2026 pending shareholder and regulatory approvals. The pu…
JPMorgan increased its price target for Baker Hughes to $60 from $53 and kept an Overweight rating after the company posted stronger-than-expected fourth-quarter results and showed diversified order strength in its Industrial & Energy Technology segment, led by Power Systems. Other banks have also raised targets following the quarterly beat and imp…
Scotiabank has begun coverage of Alithya Group Inc., giving the technology consultancy a Sector Outperform rating and a C$3.00 price target. The bank highlighted Alithya's U.S. organic revenue momentum, which now represents 50% of the company's mix and is growing at double-digit rates. Scotiabank's valuation places a CY2027E EV/EBITDA multiple of 5…
Citizens reiterated a Market Perform rating on Peloton Interactive (PTON) ahead of the company’s FY2Q26 earnings release, citing disciplined expense management that could bolster EBITDA while remaining cautious on near-term subscriber growth after recent price increases. Analysts tracked by InvestingPro expect Peloton to return to profitability thi…
Citizens has reaffirmed a Market Perform rating on Alexandria Real Estate Equities (NYSE: ARE) following the REIT's fourth-quarter report. Alexandria reported Core FFO of $2.16 per share, marginally above both Citizens' and consensus expectations of $2.14, and management confirmed full-year 2026 guidance first disclosed in December 2025. The compan…
Citizens has reaffirmed its Market Outperform rating and $34.00 price target on Sportradar Group AG (NASDAQ:SRAD), pointing to recent developments in the prediction markets arena - notably Polymarket's Authorized Gaming Operator status with Major League Soccer - as evidence that official data providers can play a central role in a nascent trading e…
Citizens has reaffirmed its Market Outperform rating and a $405.00 price objective for salesforce.com (NYSE:CRM), pointing to substantial momentum in the company's Agentforce business and continued strong financial metrics. The target implies roughly 76% upside from recent trading levels, while third-party data indicates Salesforce is trading below…
Evercore ISI has reaffirmed an Outperform rating on Texas Instruments with a $226 price target, implying roughly 15% upside from the current $196.59 share price. The research note cites investor underweighting in analog and microcontroller chips ahead of fourth-quarter earnings, the potential for data-center market share gains in 2026, and an upcom…
Raymond James has reiterated its view that Sunoco and SunocoCorp rank among the most attractive opportunities in its midstream coverage, pointing to near-term earnings strength from the Parkland acquisition and a $70 price target tied to recent upgrades. The firm forecasts adjusted EBITDA of about $680 million for fourth quarter 2025, aligns with c…
Evercore ISI reduced its price target on Altimmune to $22 from $25 while retaining an Outperform rating, following a comprehensive model revision since initiating coverage. The firm cites continued conviction in pemvidutide - a GLP-1/Glucagon candidate for metabolic dysfunction-associated steatohepatitis (MASH) - based on 24-week and updated 48-wee…
BTIG reiterated its Buy rating and $100.00 price target on Nike (NKE), representing roughly 54% upside from the current price of $64.99. The firm highlights a deliberate, multi-season recovery plan that prioritizes North America before refocusing on Greater China. Management changes across regions and the sale of RTFKT are additional elements of th…
Leerink Partners reduced its price objective for 10X Genomics (TXG) to $20.00 from $22.00 and kept a Market Perform rating, citing concerns that the company’s recently introduced Flex v2 kit - a lower-priced, more flexible offering - will pressure near-term pricing before any volume gains materialize. The call comes as TXG trades near its 52-week h…
Raymond James cut DigitalBridge Group Inc. (NYSE: DBRG) from Strong Buy to Underperform after SoftBank agreed to acquire the digital infrastructure firm for $16.00 per share in cash. The offer — described by Raymond James as underwhelming and at the low end of its expected range — has left many shareholders disappointed even as the transaction is e…
DA Davidson has increased its price target for Gold.com (NYSE: GOLD) to $53.00 from $45.00 and kept a Buy rating, citing higher spot prices for gold and silver, greater market volatility, widening retail-to-spot spreads and signs of growing unit demand. The new target is built on an 8x multiple of Gold.com's calendar 2027 EBITDA and follows a strin…
Jefferies increased its price objective on Deckers Outdoor to $105 from $102 and held a Hold recommendation, citing stronger-than-expected direct-to-consumer results for the HOKA brand. The firm nudged up its fiscal third-quarter EPS estimate and raised longer-term HOKA revenue projections, while other major brokers remain split in their views. Dec…
BTIG raised its rating on CoStar Group from Neutral to Buy and set an $80 price target, highlighting a refocused salesforce, accelerating bookings and Homes.com progress as drivers for double-digit organic revenue growth. The firm increased revenue estimates for Q4 and 2026. CoStar’s liquidity and recent guidance have prompted mixed responses from …
Lynx Equity increased its price target for Lam Research from $175 to $280, arguing that Wall Street is underestimating the company’s earnings trajectory into 2027. The firm lifted its wafer fabrication equipment market estimates for 2026 and 2027, and views any post-earnings pullback as a buying opportunity. Separate analyst activity and dividend n…
William Blair has reaffirmed a Market Perform rating on AST SpaceMobile (NASDAQ:ASTS) after investor meetings with the company’s chief strategy officer. Management outlined coverage milestones tied to satellite counts, confirmed a partnership beta timeline with AT&T, and reiterated a target launch cadence to achieve continuous coverage. The company…
Needham has framed Major League Soccer’s new multi-year agreement with prediction market platform Polymarket as a constructive development for companies that supply official sports data and integrity services. The research house highlighted the deal’s requirement for official league data and third-party integrity monitoring, pointed to Sportradar a…
Oppenheimer increased its price target for Revolution (RVMD) to $150.00 from $75.00 and kept an Outperform rating, citing heightened merger-and-acquisition speculation as the company approaches 2026 and potential near-term milestones. The stock has shown strong one-year performance but recently traded down after reports that Merck is no longer purs…
Stifel increased its Baker Hughes (BKR) price target to $58 from $57 and kept a Buy rating after the oilfield services firm reported stronger-than-anticipated fourth-quarter 2025 results and raised guidance for early 2026. The company beat earnings and revenue estimates for Q4, reported meaningful power systems orders tied to data centers, and reit…
Needham upgraded Teleflex from Hold to Buy and set a $138 price target after the medical-device company announced plans to divest three business units. Teleflex expects roughly $1.8 billion in after-tax proceeds from sales that are slated to close in the second half of 2026, and the research house anticipates those proceeds will fund share repurcha…
TD Cowen has assumed coverage of Insulet Corporation with a Hold rating and a $294 price objective, noting the company’s strong recent growth and product momentum but warning that competitive advantages may narrow. The coverage shift comes with an analyst transition and follows a string of diverging analyst views and an upcoming auditor change for …
