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
Eaton Corporation (NYSE:ETN) plans a tax-free spinoff of its Mobility Group as part of a continued simplification of the company. Mizuho left its Outperform rating and $425 price target unchanged, a level the firm says implies roughly 21% upside from the current $332.28 share price. The move shifts emphasis toward Eaton's Electrical and Aerospace &…
Jefferies has begun coverage of ING with a Hold rating and a EUR27.00 price target, noting intensifying competition from digital-only banks and a reduced strategic edge from ING's capital position. The bank recently reported quarterly results above forecasts and is progressing a €1.1 billion buyback program, repurchasing nearly 19.2 million shares …
TD Cowen opened coverage of Intuitive Surgical (NASDAQ:ISRG) with a Buy rating and a $660 price target, reflecting roughly 25% upside from the stock's $528.82 level. The firm's thesis centers on expected momentum from a new DaVinci 5 (DV5) product cycle, supported by proprietary survey data showing fleet expansion and procedure growth. Recent compa…
TD Cowen has initiated coverage of Globus Medical (GMED) with a Buy rating and a $110.00 price target, citing the company’s recent rally, robust financial metrics and areas of further opportunity. The firm highlighted enabling technologies, international markets and the Nevro business as places where management can drive additional growth, and note…
TD Cowen has initiated coverage of OrthoPediatrics Corp. (KIDS) with a Buy rating and a $23.00 price target, arguing the company is well positioned across pediatric trauma, deformity and scoliosis and is poised for continued revenue growth and improving profitability. The research note highlights innovation and potential benefits from industry disl…
TD Cowen has begun coverage of SI-BONE Inc. (NASDAQ:SIBN) with a Buy rating and a $21.00 price target, highlighting the company’s narrow focus on sacropelvic anatomy, strong balance sheet, and accelerating revenue and margin trends. The research note emphasizes a capital-light operating model, healthy liquidity metrics, and progress toward profitab…
Morgan Stanley moved Alcoa Corp. (AA) from Overweight to Equalweight while lifting its price objective to $64 from $52. Data show the shares trading near $58.55 with a P/E of 13.33 and a market capitalization of $15.3 billion. The brokerage signaled that recent gains tied to higher LME aluminum prices and a rising U.S. Midwest Premium are likely re…
Morgan Stanley increased its price target on Freeport-McMoRan to $70 from $53 and kept an Overweight rating, pointing to protective effects from Section 232 copper tariffs on the miner's North American copper rod business and possible additional upside if refined-copper tariffs are adopted in the first half of 2026. The stock trades near its 52-wee…
Freedom Capital Markets upgraded Intuitive Surgical (ISRG) from Hold to Buy and increased its price target to $610 from $560, citing the ongoing rollout of the da Vinci 5 system and an expected lift to system sales and procedure volumes through 2026. The stock, trading at $528.82, implies roughly 15% upside to the new target, though InvestingPro da…
CoreWeave shares rose after Nvidia purchased 22.9 million Class A shares at $87.20 per share, giving the chipmaker roughly a 9% holding when combined with Class B ownership. The deal is intended to accelerate CoreWeave’s AI Factories expansion and co-development of data centers, even as the company reports rapid revenue growth alongside sizeable ne…
Mizuho increased its price target on CoreWeave to $100 from $92 while keeping a Neutral rating following an expanded partnership and a $2 billion equity infusion from NVIDIA to accelerate a 5GW capacity build-out. The move strengthens long-term confidence in CoreWeave’s positioning in the fast-growing AI cloud market, though near-term revenue upsid…
Baird raised its price target on Sarepta Therapeutics to $22 from $15 while keeping a Neutral rating after three-year open-label extension results from the EMBARK study showed sustained benefit for Elevidys. The company’s shares have recovered substantially over six months but remain down sharply year-over-year. RBC Capital retains a Sector Perform…
CoreWeave's stock has attracted renewed analyst attention after NVIDIA's $2 billion equity investment and a formal partnership that analysts say should accelerate capacity growth and strengthen the company's software position. While market reaction has been mixed and valuation metrics remain elevated, several firms have adjusted coverage or initiat…
Baird reiterated an Outperform rating and a $95 price target on Zoom Video, arguing that the company’s $51 million investment in Anthropic in May 2023 could now be worth $2 billion to $4 billion based on current valuation assumptions for Anthropic. That potential windfall materially affects Zoom’s reported gains and valuation multiples, even as oth…
SummaryTruist Securities trimmed its price objective on The Trade Desk to $60 from $85 while retaining a Buy rating, citing added near-term uncertainty after the company's CFO departure. The Trade Desk reaffirmed its previously issued fourth-quarter 2025 guidance and announced an interim CFO appointment. Other firms have also adjusted their outlook…
Jefferies has increased its 12-month price target on Southwest Airlines (LUV) to $45 from $42 while maintaining a Hold rating. The revision follows Southwest's completion of a fleetwide seat reconfiguration and management guidance for meaningful EBIT contributions from assigned seating and Extended Leg Room offerings. Other broker moves, operationa…
Nvidia has taken a $2 billion stake in CoreWeave at $87.20 per share as part of a broadened partnership designed to accelerate the construction of more than 5 gigawatts (GW) of AI-focused data center capacity by 2030. Raymond James projects significant potential revenue for Nvidia from the build-out, while also framing the move as an attempt to rei…
BMO Capital has maintained its Outperform rating and $370 price target on Celestica (CLS) ahead of the company's fourth-quarter 2025 results, citing a stronger outlook for the company's TPU business and ongoing hyperscaler capital expenditure as potential catalysts for upside into fiscal 2026. Celestica has posted double-digit revenue growth and su…
Truist Securities cut its price target for OFG Bancorp to $44 from $48 while keeping a Buy rating, after the bank reset guidance to reflect a lower net interest margin and slightly slower loan growth. The firm reduced its 2026 EPS estimate to $4.20 and introduced a 2027 EPS of $4.60, applying an unchanged 10.5x multiple to the revised 2026 figure. …
Truist Securities trimmed its price objective on Ally Financial to $50 from $51 while keeping a Buy rating, citing weaker-than-expected margin guidance and concerns around charge-offs tied to lease terminations. The bank beat fourth-quarter earnings forecasts but provided guidance for a somewhat softer net interest margin and modest improvement in …
Truist Securities reiterated a Buy rating on Frontdoor Inc. (FTDR) and set a $71 price target after observing improved consumer spending trends in the fourth quarter. The firm highlighted gains in card spending, transaction counts and average revenue per transaction, and expects Frontdoor to report fourth-quarter revenue above consensus. InvestingP…
Truist Securities increased its price target for Pinnacle Financial Partners to $119 from $118 and kept a Buy rating after incorporating the closed Synovus merger and updated pro forma guidance. The firm raised operating EPS estimates for 2026 and 2027 and modeled modest revenue growth and positive operating leverage for 2027. Pinnacle reported mix…
Truist Securities raised its price target on Huntington Bancshares to $21.00 from $20.00 and kept a Buy rating, noting signs that expense-related uncertainty may be easing and that revenue synergies from recent deals could boost top-line guidance. The bank’s recent quarterly results were mixed, with adjusted EPS beating expectations but revenue sli…
BMO Capital has raised its price target for Gilead Sciences to $150 from $135 and kept an Outperform rating, pointing to robust HIV franchise momentum led by Yeztugo, expanding payer coverage and broader PrEP strength. The firm also flagged pipeline and corporate flexibility as supportive factors amid positive clinical data and corroborating analys…
TD Cowen trimmed its 12-month price target on First Citizens BancShares (FCNCA) to $2,500 from $2,600 while keeping a Buy rating, after the bank reported fourth-quarter 2025 results that beat on core EPS but showed softer pre-tax pre-provision income and cautious guidance for 2026. Market reaction included a notable share decline and analyst revisi…
