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.
1,433 total articles
TD Cowen reduced its target for SkyWest (NASDAQ: SKYW) to $122 from $132 while retaining a Buy rating. The revised target implies roughly 20% upside from the current share price of $101.66. The change precedes SkyWest's fourth quarter 2025 earnings release on January 29 and reflects adjustments to 2026 forecasts after a December update to Q4 2025 e…
Jefferies raised its price objective for Bloom Energy to $92 from $53 while retaining an Underperform rating. The revision rests on higher 2026 revenue estimates driven by orders from American Electric Power and Quanta, but the firm warns that lofty market expectations, extreme volatility and limited valuation headroom mean investors will be watchi…
Keefe, Bruyette & Woods increased its price objective on Glacier Bancorp to $58 from $55 while keeping its rating intact, citing stronger conviction in the bank’s near-term earnings trajectory following fourth-quarter 2025 results. KBW highlighted Glacier as a "Top Idea for 2026," pointing to a pronounced net interest income expansion story and div…
Keefe, Bruyette & Woods raised its price objective on Webster Financial (WBS) to $77 from $75 while holding its Outperform rating. KBW points to robust fourth-quarter results, accelerating loan growth trends, and improving credit quality through 2025, along with the company's strongest buyback quarter of 2025. Webster also reported an earnings and …
Keefe, Bruyette & Woods increased its price objective for 1st Source (SRCE) to $72.00 from $69.00 while keeping its rating unchanged after the bank reported better-than-expected operating earnings. The quarter benefited from stronger pre-provision net revenue, a smaller provision, and a 20-basis-point expansion in net interest margin, offset in par…
Keefe, Bruyette & Woods increased its price target on S&T Bancorp Inc. (STBA) to $44.00 from $42.00 while keeping its existing rating. The raise follows a stronger-than-expected finish to 2025, with pre-provision net revenue beating KBW's forecast by $0.05 per share, supported by higher net interest income and fee revenue. S&T completed a repurchas…
Keefe, Bruyette & Woods increased its price objective on Atlantic Union Bankshares to $40.00 from $38.00 while leaving its rating unchanged. The adjustment follows a quarterly report that topped forecasts on earnings and revenue driven by higher net interest income and fee income, even as expenses rose. Management kept 2026 guidance intact and anal…
Keefe, Bruyette & Woods raised its price target on Bar Harbor Bankshares to $35 from $34 on Monday while retaining a Market Perform rating. The move followed quarterly results that delivered $0.93 in operating earnings per share, aided by improved pre-provision net revenue, a modest expansion in net interest margin, and lower loan loss provisions. …
H.C. Wainwright increased its price target for ImmunityBio Inc. (IBRX) to $10.00 from $8.00 and kept a Buy rating following favorable regulatory feedback for the company’s ANKTIVA therapy and encouraging clinical results across multiple programs. Other firms have also raised targets, and recent corporate financing flexibility adds to investor atten…
The U.S. Food and Drug Administration has authorized a single-patient expanded access Investigational New Drug application for OKYO Pharma’s topical investigational therapy urcosimod (0.05%) to treat severe neuropathic corneal pain at the University of South Florida. The small-cap biotech, which recently appointed Robert J. Dempsey as CEO, is plann…
H.C. Wainwright has maintained its Buy rating and $34.00 price target on WhiteFiber Inc (NASDAQ:WYFI) after the company disclosed preliminary fourth-quarter 2025 sales. The firm noted preliminary revenue slightly above its estimate and said it will await the full audited results before revising forecasts. The disclosure coincided with WhiteFiber's …
H.C. Wainwright raised its price target on Avino Silver & Gold (NYSE:ASM) to $12.50 from $7.40 and kept a Buy rating after reviewing the miner's 2025 production, cash position and updated valuation assumptions. The firm cited a higher price deck and a one-year roll-forward of its discounted cash flow model, with La Preciosa production expected to b…
H.C. Wainwright raised its price objective for Scholar Rock to $58 from $44 and kept a Buy recommendation after discussions with neurology key opinion leaders (KOLs) and review of the company’s launch-readiness plans for apitegromab. The firm cited positive physician feedback on recent FDA interactions, remediation efforts at manufacturing partners…
H.C. Wainwright increased its price objective on Erasca Inc (NASDAQ: ERAS) to $15.00 from $11.00 and kept a Buy rating following preliminary clinical readouts from the AURORAS-1 study of ERAS-0015, a pan-RAS agent. The firm highlighted early partial responses observed at low dose levels and cited preclinical regressions in resistant tumor models. S…
H.C. Wainwright reduced its 12-month price target on electroCore Inc. to $18 from $25 while retaining a Buy rating. The adjustment follows electroCore's Jan. 20, 2026 preliminary results showing 2025 revenue of $31.8-$32.0 million, a 26% increase year-over-year, and fourth-quarter revenue of $9.0-$9.2 million, up 30% from Q4 2024. The analyst cited…
H.C. Wainwright increased its price target on BrainsWay (BWAY) to $30.00 from $24.00 while keeping a Buy rating, citing the company’s connection to Neurolief’s newly FDA-approved ProlivRx system and a small bump in the forward earnings multiple. The firm also factors $100 million of intrinsic value for BrainsWay’s strategic stake in Neurolief. Rece…
H.C. Wainwright raised its price target on Mirum Pharmaceuticals (MIRM) to $130.00 from $102.00 and kept a Buy rating, pointing to 2026 as a critical year for the company’s lead candidate volixibat. The stock has climbed sharply over the past year and recent preliminary sales results and multiple analyst actions have reinforced optimism about Mirum…
BofA Securities has reaffirmed a Buy rating on Regeneron Pharmaceuticals with a price target of $860, updating its financial model to incorporate the company's fourth-quarter Eylea pre-announcement, an IPR&D disclosure, a $60 million donation (bringing the total to $120 million), and 2026 R&D guidance. The firm projected strong Sanofi collaboration…
Needham upgraded AppLovin Corp (NASDAQ: APP) from Hold to Buy and set a $700 price target, implying roughly 33% upside from the stock's $524.41 level. The firm raised its 2026 ecommerce revenue forecast to $1.45 billion from $1.05 billion after additional analysis of AppLovin's ecommerce business and expects Q1 sequential growth as advertiser tract…
Canaccord Genuity on January 26, 2026 reiterated a Buy rating on Pacific Biosciences of California (NASDAQ:PACB) and held a $3.00 price target, reflecting roughly 16% upside from the stock's then-current price of $2.58. The share price has rallied recently, trading close to a 52-week high after a strong week of gains. The company reported prelimina…
Canaccord Genuity reaffirmed a Hold rating and a $30 price objective on Caris Life Sciences (NASDAQ: CAI) following the company’s preliminary fourth-quarter and full-year 2025 results. The preliminary numbers outpaced both Canaccord’s estimates and the FactSet consensus by roughly 5% even when omitting revenue from prior period true-ups. Stronger-t…
Canaccord Genuity has reiterated its Buy rating on GRAIL, Inc. (NASDAQ: GRAL) and maintained a $105.00 price target following the company’s preliminary fourth-quarter and full-year 2025 results. The reaffirmation comes as GRAIL reported substantial growth in Galleri testing volume and provided 2026 revenue guidance above analyst expectations at the…
Canaccord Genuity has reiterated a Buy rating on Guardant Health (GH) and maintained a $125.00 price target after the company released preliminary fourth-quarter 2025 results that outperformed both the firm's estimates and the FactSet consensus. The results were driven by growth in Oncology and Shield test volumes, and Canaccord notes Guardant rema…
BofA Securities opened coverage of Belite Bio, Inc. ADR (NASDAQ: BLTE) with a Buy rating and a $195 price target, implying roughly an 18% upside from the stock's last quoted price of $164.58. The firm emphasized the commercial opportunity for tinlarebant in Stargardt disease type 1 following positive Phase 3 data, while the company has also priced …
BofA Securities opened coverage of Piper Sandler (NYSE:PIPR) with an Underperform rating and a $385.00 price target, citing constrained potential for outsized EPS growth versus peers tied to larger deals. The firm’s estimates sit below consensus for fiscal years 2026 and 2027, even as Piper Sandler recently posted a significant third-quarter 2025 e…
