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.
1,395 total articles
TD Cowen raised its price target on Palvella Therapeutics (NASDAQ:PVLA) to $190.00 from $133.00 and kept a Buy rating after a successful FDA Breakthrough Therapy Designation advice meeting for QTORIN rapa in congenital vascular malformations. Senior FDA division leadership and key opinion leaders expressed supportive views at the meeting, and Palve…
RBC Capital trimmed its 12-month price objective on Olin Corporation to $21 from $24 while retaining a Sector Perform rating, pointing to persistent softness across multiple business lines. The bank's analyst, Arun Viswanathan, attributed lower first-quarter EBITDA to weakness in chlorine-driven caustic production, Winchester destocking and cost in…
Mizuho raised its 12-month price target for Brookfield Renewable Energy Partners (NYSE: BEP) to $31.00 from $30.00 while preserving a Neutral rating. The bank pointed to fourth-quarter funds from operations growth and robust development and M&A activity, but also highlighted concerns about negative free cash flow, liquidity metrics and nuclear proj…
Citizens has kept its Market Perform rating on Duolingo Inc. as the language-learning app rolls out character-led ads and shows improving ad monetization metrics. The stock trades near its 52-week low and, despite strong revenue growth and gross margins, the firm cites lingering user-growth uncertainty as the reason for a cautious stance. Managemen…
Citizens maintained its Market Outperform rating and $160 price target on Roku, citing the company's sizable U.S. audience reach, multiple monetization levers and disciplined cost profile. The firm flagged partnerships, premium subscriptions, The Roku Channel engagement, Roku Ads Manager uptake and international monetization as growth catalysts whi…
Citizens has reaffirmed its Market Outperform rating and $23.00 price target on LendingClub (NYSE: LC) after the company's fourth-quarter results and 2026 guidance. The brokerage highlighted what it sees as a misreading by some investors of how LendingClub would mark its loan portfolio, and called the ensuing share decline an attractive entry point…
Citizens has maintained its Market Perform rating on SoFi Technologies (SOFI), pointing to the company’s customer acquisition strengths, favorable unit economics versus incumbents, and a pipeline of innovation that includes digital assets and tokenization. The stock is trading above its Fair Value with a high P/E, and recent quarterly results showe…
Citizens has reiterated its Market Outperform rating and maintained a $24.00 price target on Kura Oncology (KURA). The target implies nearly 200% upside from the current share price of $8.12 and follows the company’s recent 2026 outlook presentation and early commercial activity for KOMZIFTI. Citizens highlighted Kura’s robust pro forma cash balanc…
Ascendiant Capital opened coverage on Synergy CHC Corp. (NASDAQ: SNYR) with a Buy rating and a $5.00 price target, implying material upside from the stock's current trading level of $1.87. The firm highlights a low P/E multiple and a large, growing brain health supplements market as key positives, while the company pursues distribution and product …
Citi upgraded Teck Resources Ltd to Buy from Neutral and increased its price target to C$104 from C$76, aligning its recommendation with the bank's Buy stance on Anglo American based on an assumption the companies will merge on currently announced terms. The move follows strong recent Teck share performance and sits alongside a range of broker acti…
Goldman Sachs elevated Futu Holdings Limited (NASDAQ:FUTU) from Neutral to Buy and raised its target price to $213.39 from $157.85, pointing to projected large additions of paying clients in 2026 and 2027 and the company’s high operating efficiency. The bank highlighted Futu’s capacity to expand during favorable market cycles and identified digital…
Morgan Stanley began coverage of Circle Internet Group (CRCL) with an Equalweight rating and a $66.00 price target, highlighting a mix of strengths and structural challenges. The bank noted Circle’s USDC stablecoin holds roughly $70 billion in value, but flagged an uncertain regulatory path, reliance on crypto-related use cases, a rate-sensitive in…
Morgan Stanley moved Humana from Equalweight to Underweight and reduced its price target to $174 from $262, citing heightened policy risk tied to an unfavorable Advance Rate Notice and uncertainty around Humana's 2026 Medicare Advantage bidding strategy. The new target implies a 9.1x 2027 P/E multiple, below managed care peers at roughly 10.0x. Hum…
Morgan Stanley launched coverage of Circle Internet Group (CRCL) with an Equalweight rating and a $66.00 price target, citing regulatory ambiguity, valuation and revenue concentration tied to crypto trading. The note highlights interest-income sensitivity to U.S. rate movements and low gross margins, while other brokerages recently moved to neutral…
Citizens analyst Matthew Carletti began coverage of Stewart Information Services (NYSE: STC) with a Market Outperform rating and an $80 price target. The firm cites attractive valuation versus peers, a solid balance-sheet profile and potential for margin expansion, while a recent public offering and executive appointment add momentum to the company…
Barclays downgraded Independent Bank Corp (INDB) from Equalweight to Underweight and set a $80.00 price target, citing persistent valuation pressure and specific credit risks tied to the bank’s office-lending portfolio. The move comes while Independent Bank reports strong quarterly results and a long dividend record, and after Raymond James raised …
JPMorgan upgraded Church & Dwight Co. Inc. (CHD) from Underweight to Neutral and increased its price target to $100.00 from $92.00, citing portfolio changes and recent quarterly results that point to stronger near-term growth while noting the company remains short of its long-term Evergreen model goals.
JPMorgan downgraded Best Buy from Overweight to Neutral and trimmed its price target to $76 from $99, citing near-term risks tied to computing demand, memory price dynamics and a potentially difficult fourth quarter of fiscal 2025. The bank highlighted that computing accounts for more than 35% of Best Buy's product mix and flagged softer trends in …
Guggenheim initiated coverage of Cullinan Oncology Inc. (NASDAQ:CGEM) with a Buy rating and a $30 price target, implying roughly 151% upside from the current share price of $11.96. The firm highlighted CLN-978, a CD19xCD3 bispecific, as the company’s key value driver and pointed to a slate of Phase 1 data readouts across autoimmune indications and …
HSBC downgraded Chevron from Buy to Hold while increasing its 12-month price target to $180 from $169. The new target sits marginally above Chevrons recent trading level, reflecting the banks view that the stocks year-to-date rally has tightened upside potential even as the firm maintains a favorable view of Chevrons cash flow trajectory and fi…
JPMorgan moved PTC Inc. (PTC) from Neutral to Underweight and trimmed its price target to $162 from $205, pointing to difficulties in shifting the company’s legacy Product Lifecycle Management (PLM) and Computer-Aided Design (CAD) products to a cloud-first, Software-as-a-Service model. The call comes as PTC shares trade near $156.13 after a more th…
JPMorgan has maintained its Underweight rating and SEK123.00 price target on Hennes & Mauritz AB after the retailer posted a stronger-than-expected fourth-quarter 2025 result. The bank attributes the outperformance mainly to lower operating expenses and a return to more typical writedown levels, but warns these factors may not persist. H&M’s board …
JPMorgan downgraded China Resources Power Holdings from Overweight to Neutral and reduced its target price to HK$17.00 from HK$21.50, citing concern that the removal of a tariff floor could pressure thermal tariffs beginning in 2027 and weigh on margins. The bank also highlighted uncertainty around government plans to adjust capacity charge mechani…
Jefferies launched coverage of Helus Pharma (NASDAQ: HELP) with a Buy rating and a $22.00 price target, implying roughly 232% upside from the current share price of $6.62. The firm identified three near-term catalysts in 2026 - a pivotal Phase III readout for oral d-psilocin HLP003, Phase II de-risking data for intramuscular d-DMT HLP004, and the a…
Unity Software shares fell roughly 20% after Google announced Project Genie, which offers prototype access to an interactive world model and creation engine for Google AI Ultra subscribers. William Blair reiterated an Outperform rating, arguing the market reaction exaggerates competitive risk given Unity’s platform depth, monetization model and AI …
