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.
1,429 total articles
William Blair initiated coverage of Xylem Inc. (NYSE: XYL) with an Outperform rating, highlighting the company’s position as a leading pure-play water technology provider. The research note emphasized Xylem’s broad portfolio across the water cycle, its sizeable installed base supported by thousands of service professionals, and mission-critical sol…
Raymond James increased its price target on Independent Bank Corp (INDB) to $94 from $84 and reiterated a Strong Buy rating following the bank's better-than-expected fourth-quarter 2025 results. The firm cited expanding core net interest margins driven by asset repricing and lower funding costs, plus loan growth, buybacks, and tight expense control…
Morgan Stanley moved Corpay Inc. (NYSE: CPAY) from Equalweight to Overweight and increased its price objective to $379 from $322, citing an expected trajectory of sustained mid-teens earnings per share growth and early indicators of a recovery in freight and trucking demand. The bank also downplayed the significance of stablecoin-related concerns f…
Raymond James increased its 12-month price target for Old Second Bancorp (OSBC) to $23 from $21 while sustaining a Strong Buy recommendation. The firm pointed to fourth-quarter results that showed net interest margin expansion from an already high base, controlled expenses and a 14.55% year-over-year revenue gain. Loan growth lagged, but analysts e…
Raymond James increased its price target on SLB to $57 from $52 and kept an Outperform rating after the oilfield services provider reported stronger-than-expected fourth-quarter results and notable free cash flow generation. The company beat quarterly EPS and revenue estimates, delivered approximately $2.3 billion in free cash flow for the quarter …
Raymond James lowered its price target on Northern Oil and Gas (NYSE: NOG) to $32.00 from $33.00 while retaining a Strong Buy rating. The firm cited softer commodity strip prices and modest production deferrals as drivers of the change, but preserved its favorable view of the company. Northern reported third-quarter 2025 results that beat estimates…
Raymond James increased its 12-month price objective on Fulton Financial (NASDAQ:FULT) to $23 from $20 and held an Outperform rating following the bank's fourth-quarter performance. The broker cited stronger-than-expected net interest margin expansion and solid core trends, while management flagged loan growth to re-accelerate in 2026.
Raymond James increased its price target on First Bancorp to $68 from $62 and retained a Strong Buy rating following the bank's fourth-quarter results. The broker pointed to robust fee revenue, healthy credit trends and a reserve release linked to Hurricane Helene as drivers of the beat. First Bancorp also completed a securities repositioning that …
Raymond James raised its price target on Community Trust Bancorp (CTBI) to $69.00 from $61.00 while retaining an Outperform rating after the bank reported fourth-quarter results that beat expectations. The bank showed improved net interest income driven by a 7 basis point expansion in net interest margin, delivered stronger-than-expected diluted EP…
Raymond James reduced its price target on First Citizens BancShares to $2,350 from $2,440 while leaving a Strong Buy rating intact. The adjustment follows the bank's fourth-quarter report and management guidance for 2026, which pressured the stock. Despite an 8.5% share decline after results, the firm described the pullback as a buying opportunity …
BofA Securities lowered its 12-month price target for JD.com to $36 from $38 while retaining a Buy rating, citing modest top-line growth for fourth-quarter 2025 and margin compression driven by heavy promotional activity. The firm projects total revenue of RMB356 billion for the quarter and models declines in direct sales, offset in part by gains i…
Raymond James increased its 12-month price target for Glacier Bancorp (GBCI) to $55 from $49 while retaining an Outperform rating following the bank's fourth-quarter 2025 results. The firm points to accelerating margin expansion, a growth push into Texas, and disciplined credit metrics as the rationale, and forecasts a net interest margin above 4% …
BMO Capital raised its price target for Gildan Activewear to $78 from $70 and kept an Outperform rating after attending the Impressions Expo and conducting retail channel checks. The firm highlighted Gildan's low-cost, vertically-integrated manufacturing and expected synergies from the HanesBrands acquisition as drivers of margin expansion, earning…
Mizuho raised its price target for Starbucks to $95 from $86 while keeping a Neutral rating, citing upside to same-store sales but cautioning that North American margin expansion faces several moving parts. Other firms have issued mixed views ahead of Starbucks’ investor day and a recently announced dividend.
BMO Capital has increased its price target for SLB to $55 from $53 while keeping an Outperform rating, following Schlumberger's fourth-quarter 2025 results that beat both BMO and consensus revenue and EPS forecasts. The firm raised its 2027 earnings estimates and highlighted drivers such as deepwater operations, data centers and activity in Venezue…
BTIG has reaffirmed a Neutral rating on Upstart Holdings Inc following reported improvement in the company’s credit indicators during the fourth quarter of 2025. The firm highlighted stronger monthly credit data in October and November and steady December trends, and said the Upstart Monthly Index moved back into a 1.4-1.5 range. Despite material r…
BofA Securities raised its price target on SLB to $55 from $50 and reiterated a Buy rating, reflecting an improved outlook for international revenue driven by strength in regions such as the Middle East and Saudi Arabia. The bank raised its EBITDA estimates for 2026 and 2027, citing synergies from the CHX acquisition and digital growth that could o…
Wolfe Research cut its rating on Public Storage (NYSE: PSA) from Outperform to Peerperform, citing expectations that the stock could remain rangebound until clearer signs of earnings acceleration emerge. The company is trading at $282.63 with a price-to-earnings ratio of 29.49. Recent quarterly results showed an earnings-per-share beat but a sizabl…
Wolfe Research downgraded CubeSmart from Outperform to Peerperform, citing an expectation that shares may remain flat until clearer evidence of future growth appears. The REIT is trading near its fair value and recent analyst moves show a mix of cautious stances and continued conviction about longer-term prospects.
Recent industry checks from Wolfe Research point to robust commercial momentum at PTC Inc ahead of its February 4 earnings release, with multiple analysts raising forecasts and company metrics reflecting solid profitability and revenue growth. The broader security technology market produced uneven outcomes in the quarter, with particular strength i…
Jefferies has reiterated a Buy rating on McDonald’s (NYSE: MCD) and maintained a $360 price target ahead of the company’s fourth-quarter earnings. The investment bank projects modest U.S. same-store sales growth and slightly below-consensus fourth-quarter EPS as it factors tax and interest assumptions into its model. Independent transaction and foo…
Stifel has trimmed its price target on Microsoft to $520 from $640 while keeping a Buy rating, citing anticipated operating margin compression across fiscal 2026 driven by lower gross margins and higher operating costs tied to AI talent and compute. The firm still expects above-consensus Azure growth, and other major banks continue to hold bullish …
Wolfe Research upgraded National Storage Affiliates Trust (NYSE: NSA) from Underperform to Peerperform, citing indications that the self-storage REIT's earnings may be stabilizing after multiple years of decline. The firm removed its price target in line with its Peerperform policy. NSA currently trades at a high P/E relative to peers but continues…
Jefferies has trimmed its price target on Sempra Energy to $89 from $95 while keeping a Hold rating, pointing to litigation involving Southern California Gas and shifts in California cost-of-capital assumptions. The move comes as the stock trades near the new target and follows a quarter in which Sempra beat expectations on both earnings and revenu…
Jefferies has reiterated its Underperform rating and a $75.00 price target on Starbucks (SBUX) ahead of the company’s fiscal Q1 results and an upcoming Analyst Day on January 28-29. The firm flagged an 'unsupported rally' in the shares and highlighted risks to margins and same-store sales, citing labor reinvestment, a new Assistant Store Manager pr…
