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
Jefferies maintained its Buy rating on Roku Inc. and set a $135 price target, implying roughly 26% upside from the current $107 share price. The firm flagged potential upside to fourth-quarter and first-quarter platform revenue relative to consensus ahead of Roku's February 12 earnings report, and outlined a series of 2026 catalysts that could driv…
RBC Capital reaffirmed an Underperform rating and a $50.00 price target on Palantir Technologies Inc. (PLTR) ahead of the company's February 2 earnings release. The target implies a substantial decline from the current share price of $167.47 despite the stock’s 122% gain over the past year. RBC points to three central themes shaping its view: a slo…
Evercore ISI lowered its price objective on Capital One Financial to $265 from $290 while keeping an Outperform rating after the bank reported fourth-quarter results and announced the acquisition of Brex. The firm trimmed 2026 and 2027 EPS estimates, factored in modest tangible book and core EPS dilution related to the planned Brex transaction, and…
Kepler Cheuvreux raised its rating on ABB from Hold to Buy and increased the price target to CHF70 from CHF56, citing five years of portfolio optimization and management improvements. The firm lifted its 2027 revenue and operating EBITA estimates, pointed to Electrification and Motion as primary growth drivers, and said the USD5.4 billion Robotics …
Wells Fargo downgraded Matador Resources (MTDR) from Overweight to Equal Weight and trimmed its price objective to $47 from $61, pointing to higher capital intensity and inconsistent productivity trends. While multiple brokerage firms continue to endorse Matador with Outperform/Buy ratings and varying price targets, the downgrade underscores invest…
Wells Fargo upgraded Magnolia Oil & Gas Corp. (NYSE:MGY) from Underweight to Equal Weight and increased its price target to $22.00 from $21.00. The firm cited Magnolia’s execution, capital framework, low reinvestment levels and recurring shareholder returns as drivers of free cash flow stability, while noting an elevated valuation that limits upsid…
BofA Securities trimmed its 12-month price target on Amazon.com to $286 from $303 while retaining a Buy recommendation ahead of the company's February 5 earnings release. The research house projects revenue and operating income above Street consensus, expects AWS growth to accelerate to 22% year-over-year, and points to potential North American mar…
Barclays upgraded BCE from Underweight to Equalweight and increased its price objective to $26 from $21, citing an improving competitive environment in Canada and a 'path to long-term optionality' that could support valuation. The new target is anchored to a 7x multiple on 2026 estimated EBITDA and follows other broker moves that have raised foreca…
JPMorgan downgraded Venture Global from Overweight to Neutral while nudging its price target to $11 from $10. The move follows the company’s latest 8-K that reduced 2025 adjusted EBITDA guidance for the third time since the initial outlook, and comes amid sizable leverage, negative free cash flow, and near-term supply growth expected to pressure LN…
Goldman Sachs has resumed coverage of Compass Inc. with a Neutral rating and a $14.00 price target, reflecting modest upside from current levels. The reinstatement follows Compass's completed merger with Anywhere Real Estate on January 9, 2026, which broadened the company's footprint and shifted its revenue mix toward higher-margin, less volatile s…
Goldman Sachs has opened coverage of Versant Media Group (NASDAQ: VSNT) with a Neutral rating and a $34 price target, mirroring a Fair Value view and coming as the newly independent media company navigates falling pay-TV revenues and investments in digital marketplaces and FAST channels. The stock is trading near the bank's target, while analysts d…
Kepler Cheuvreux cut its rating on TotalEnergies SE from Hold to Reduce while nudging its price target up to EUR52.00. The broker cited expectations of a looming oil surplus and downside risks in LNG pricing, even as the company posts attractive valuation metrics and other analysts adjust their targets and ratings.
Wolfe Research upgraded FirstEnergy Corp. (NYSE: FE) from Peerperform to Outperform and set a $50.00 price target, pointing to incremental FERC transmission capital expenditure upside that should lift the utility's rate base growth to roughly 10%. The firm expects EPS growth to track toward the top of FirstEnergy's 6-8% guidance range and flagged s…
JPMorgan lowered its rating on Enbridge Inc. from Overweight to Neutral and cut the price target to C$69 from C$74. The downgrade reflects concerns about constrained growth in the company's crude oil franchise - roughly half of Enbridge's EBITDA - and emerging competitive risks tied to Venezuelan supply. The bank acknowledged Enbridge's stable cash…
Wolfe Research downgraded Kinetik Holdings Inc. (NYSE: KNTK) from Outperform to Peerperform, citing commodity-price pressure and recent company messaging. The firm trimmed its forecasts ahead of fourth-quarter results, setting 2026 EBITDA at $960 million - roughly 10% below sell-side consensus and below buy-side expectations near $1 billion. Other …
Wolfe Research downgraded Exelon from Outperform to Peerperform, pointing to regulatory headwinds in key states including Illinois and Maryland and to rising affordability concerns driven by recent commodity and capacity price volatility within PJM. The company still meets near-term guidance and maintains a long running dividend record, while oppor…
HSBC initiated coverage of Waters Corp. (WAT) with a Buy rating and a $460 price target, implying roughly 18% upside from the current share price of $390.90. The bank characterizes Waters as a growth-at-a-reasonable-price opportunity, pointing to an equipment replacement cycle, expected synergies from the pending BD Biosciences and Diagnostic Solut…
JPMorgan reduced its rating on ONEOK Inc (NYSE: OKE) from Overweight to Neutral and trimmed its price target to $83 from $87 after the company missed EBITDA guidance and softened its outlook. The bank flagged risks tied to macro conditions and integration of recent acquisitions, while other analysts issued divergent views and the company announced …
Oppenheimer has reduced its rating on AMETEK Inc. (NYSE: AME) from Outperform to Perform, pointing to valuation pressures even as the company posts solid order momentum and improving operational indicators. Key financial metrics and recent quarterly results underscore a mix of durable fundamentals and stretched multiples that informed the analyst a…
Oppenheimer has upgraded TE Connectivity (TEL) from Perform to Outperform and set a $270 price objective, highlighting expanding AI and data-center exposure, accelerated electric-grid opportunities after the Richards acquisition, and robust performance across industrial end markets. The move follows broader analyst upward revisions to near-term ear…
Oppenheimer has moved Emerson (NYSE: EMR) from Outperform to Perform, noting the share price is trading very close to its previous $152 price target and that current valuation metrics leave little room for near-term upside. The firm recognized Emerson's operational strengths but flagged a subdued organic growth profile concentrated in the second ha…
Oppenheimer upgraded W.W. Grainger (GWW) from Perform to Outperform and set a $1,250 price target, basing the call on the company’s ability to outgrow US MRO markets via high-touch solutions, greater price realization and early benefits from artificial intelligence. The firm’s target equates to 25 times its 2027 earnings estimate of $50.00 per shar…
Piper Sandler has initiated coverage of BioAge Labs Inc (BIOA) with an Overweight rating and a $73.00 price target, citing encouraging Phase 1 data for BGE-102 and multiple upcoming clinical and programmatic catalysts through 2026. The firm pointed to prior industry transactions validating NLRP3 inhibition as a therapeutic approach. BioAge recently…
RBC Capital has downgraded Inspire Medical Systems from Outperform to Sector Perform and slashed its price target to $90 from $175. The firm points to ongoing reimbursement obstacles tied to coding that it expects will continue to weigh on utilization and competitive positioning. The company’s shares are trading near $81.33, down roughly 16% over t…
TD Cowen cut its recommendation on SkyWater Technology (SKYT) from Buy to Hold while lifting its price target to $35.00 following IonQ’s proposed $1.8 billion purchase of the specialty foundry. The transaction, structured as $15.00 in cash plus $20.00 in IonQ common stock per SkyWater share, positions SkyWater as a separate IonQ subsidiary and impl…
