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.
1,432 total articles
Rothschild Redburn upgraded Meta Platforms Inc. from Neutral to Buy and lifted its price target to $900 from $740, arguing that the stock's long-term upside outweighs short-term spending risks. The firm raised FY26 cost and capital-expenditure estimates, warning of an earnings headwind and a potential temporary dip in consensus EPS to roughly $27-2…
BofA Securities has begun coverage of Evercore Partners (NYSE: EVR) with a Buy rating and a $435.00 price target. The brokerage points to the firm’s standing among boutique investment banks, its ranking in M&A league tables and its private capital business as reasons for optimism. The price objective implies roughly 20% upside from current trading …
BofA Securities began coverage of Lazard (LAZ) with a Buy rating and a $65 price objective, noting the company's significant asset management contribution to revenue, cyclical M&A tailwinds, and progress on a multi-year turnaround. The firm highlighted Lazard's dividend history, recent AUM growth, and management appointments while UBS initiated cov…
Evercore ISI has maintained an Outperform rating and a $112.00 price target on Boston Scientific (BSX), elevating the stock to its Tactical Outperform list ahead of the company’s fourth-quarter results. The firm views short-term concerns about procedure volumes and market reaction to Boston Scientific’s acquisition of Penumbra as overblown, pointin…
Raymond James has reaffirmed an Outperform rating and a $600.00 price target on Microsoft (MSFT) ahead of the company’s fiscal second-quarter 2026 earnings report scheduled for January 28 after market close. The firm cites strong Azure performance and ongoing revenue growth but flags industry-level memory availability and pricing risks that could p…
Raymond James trimmed its price objective for Meta Platforms to $800 from $825 while retaining a Strong Buy rating, calling the company an "AI Tweener" whose near-term valuation will hinge on artificial intelligence developments amid likely higher expenses and capital spending. The firm still forecasts above-consensus revenue growth for 2026 and 20…
Truist Securities reduced its price objective for ProLogis to $139 from $142 while retaining a Buy rating. The broker modestly lowered its 2026 and 2027 normalized funds from operations (FFO) estimates, yet projects accelerating earnings and values the shares as offering roughly 12.5% total return potential without multiple expansion. Recent fourth…
Oppenheimer upgraded Relay Therapeutics (RLAY) from Perform to Outperform and set a $14.00 price target, citing what it calls a "beatable bar" should the VIKTORIA-1 trial for gedatolisib disappoint. The move follows Relay interim data for zovegalisib and continued analyst interest, while InvestingPro metrics show the shares near fair value after st…
Jefferies reduced its price objective for Apple Inc. to $276.47 from $283.36 and kept a Hold rating as the company approaches its January 29 earnings report. The firm pointed to signs of cooling services growth - including a roughly 7% App Store revenue increase in the December quarter and a potential deceleration in Google-related advertising rece…
Jefferies lowered its 12-month price objective for NiSource (NYSE: NI) to $49 from $50 but kept a Buy rating, pointing to multiple catalysts tied to an expanding data center relationship. The research house’s estimates imply above-Street earnings-per-share growth profiles, and the company announced a quarterly dividend and received a short-term fed…
Wolfe Research downgraded Cummins Inc. (NYSE: CMI) from Outperform to Peerperform, saying the stock's run over the last two years constrains upside even as core businesses and financial metrics remain solid. The firm raised its 2027 EPS estimate but concluded that valuation leaves little room for meaningful gains without outsized earnings growth an…
BTIG has initiated coverage of Fannie Mae (OTC: FNMA) with a Buy rating and set a $20.00 price target, identifying potential upside tied to the treatment of Treasury’s Senior Preferred Stock and possible regulatory capital relief. The firm highlighted that Treasury warrants representing 79.9% of common equity and any change to the Senior Preferred …
Morgan Stanley raised its price target for Monster Beverage (MNST) to $96 from $87 while keeping an Overweight rating, citing stronger and more durable growth versus peers and sizable upside relative to consensus. The new target implies roughly 17% upside from the current share price near $82 and follows a string of upward revisions from other brok…
BTIG has begun coverage of Freddie Mac (OTC: FMCC) with a Buy recommendation and a $20.00 price target, implying substantial upside from the current market price of $8 and a market capitalization of $25.77 billion. The research note highlights technology investments, potential capital relief or conservatorship progress, and integration opportunitie…
Evercore ISI has reiterated an Outperform rating and a $65.00 price objective for Tractor Supply Company (TSCO) ahead of the retailer's fourth-quarter earnings release on January 29. The firm frames the report as a potential reset of expectations rather than a decisive judgment on the company’s long-term model, trimming near-term comparable sales a…
UBS downgraded British Land to Neutral from Buy and cut its price target to 440p from 445p, pointing to a tighter upside and heightened caution over long-term office demand driven in part by potential impacts from artificial intelligence. The bank highlighted weakening hiring indicators and raised youth unemployment as factors constraining office m…
3i Group PLC shares fell 3.7% on Monday after RBC Capital Markets downgraded the stock to Underperform from Sector Perform and cut its price target to £30 from £32.50. The bank flagged that Action - 3i's largest investment in the discount retail space - is trading at about 28 times calendar year 2026 expected earnings, which RBC views as rich relat…
BofA Securities increased its price target on Element Solutions to $33 from $31 and reaffirmed a Buy rating, citing the company’s asset-light model and exposure to AI, datacenter investment and rising complexity in chips and circuit boards. The upgrade follows meetings with the CEO and comes amid a Q3 earnings beat, a recent acquisition, a dividend…
BTIG has reaffirmed a Neutral rating on PayPal (PYPL) before the company reports fourth-quarter 2025 results on February 3. The firm highlights a notable share-price decline since the prior quarter, lower investor expectations for 2026 trade margin dollars and adjusted EPS growth, and ongoing uncertainty over returns from strategic investments in 2…
Berenberg has begun coverage of Greencore Group (LON:GNC), assigning a Buy rating and setting a 351p price target. The research note highlights the strategic impact of Greencore's acquisition of Bakkavor, forecasts a 14% three-year EPS CAGR, and projects margin improvement and deleveraging by FY30 as key outcomes of the combined group's expanded sc…
Goldman Sachs has initiated coverage of AAR Corporation (AIR) with a Neutral rating and a $121 price target, indicating about 15% upside from the stock's recent price of $105.66. The bank noted segments of above-market organic growth and margin improvement, but also highlighted that overall growth and profitability lag peer aerospace suppliers and …
Jefferies on Monday left its rating on PepsiCo at Hold and maintained a $164.00 price target, citing a challenging mix of portfolio adjustments, price moves and innovation efforts that must work alongside accelerated productivity programs as the company moves into 2026. The firm's forecasts sit modestly below Street estimates for next year, while o…
RBC Capital reiterated a Sector Perform rating and $18 price target on Sarepta Therapeutics (SRPT), pointing to decelerating uptake of the company's gene therapy ELEVIDYS and a cash position strained by ongoing negative free cash flow. Analysts differ on near-term sales expectations for ELEVIDYS and the broader commercial outlook, while preliminary…
Canaccord Genuity increased its price target on Illumina to $150 from $130 while retaining a Hold rating after the company posted preliminary fourth-quarter and full-year 2025 results that beat analyst estimates and FactSet consensus. Illumina is trading at $166.76, matching its 52-week high, and showed an 80.18% six-month price gain. Key operation…
UBS has initiated coverage of Ono Pharmaceutical Co., Ltd with a Buy rating and a JPY2,950 price target. The bank highlights the potential of ONO-4578 to offset anticipated revenue declines from Opdivo's patent expiration, while noting a projected core operating profit CAGR of -5% for fiscal years 2026-2033 and a solid balance sheet with a 9% free …
