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
Jefferies has maintained a Buy rating on Wingstop and left its price objective at $350.00, signaling substantial upside from the current share price of $271.39. The broker expects earnings and EBITDA to be roughly in line with consensus even as it anticipates negative same-store sales for the fourth quarter. Other analysts have also adjusted their …
Jefferies trimmed its price objective on Eversource Energy to $57 from $60 and retained an Underperform rating, pointing to continued balance sheet repair needs and renewed regulatory scrutiny in Connecticut. The firm highlighted weak near-term growth prospects and stretched financial metrics, while other analysts also adjusted estimates after Conn…
RBC Capital raised its price target on SLB to $54 from $51 and kept an Outperform rating after the oilfield services provider reported fourth-quarter 2025 results that modestly beat Street forecasts. Management’s 2026 guidance is in line with consensus but skewed toward the second half as the company expects gradual upstream improvement led by Lati…
Evercore ISI has maintained an Underperform rating and a $330 price target on IBM ahead of the company’s fourth-quarter results scheduled for January 28. The firm expects revenue and earnings roughly in line with consensus, driven by Infrastructure strength and Consulting, while cost savings and forthcoming 2026 guidance are likely to shape investo…
Evercore ISI has reaffirmed an Outperform rating and a $150.00 price target on Uber Inc., citing stable marketplace fundamentals and the potential upside from successful autonomous vehicle (AV) participation. The target implies an 82% increase from the stock's current price of $82.31 and sits above InvestingPro's Fair Value estimate, which indicate…
RBC Capital raised its price target on FTAI Aviation to $350 from $270 and kept an Outperform rating, pointing to a strategic partnership with CFM International, a third PMA part approval, and the launch of FTAI Power as key developments. The firm also adjusted near-term lease assumptions and added $450 million to its 2027 adjusted EBITDA estimates…
RBC Capital raised its price target on APA Corp. to $26.00 from $25.00 while leaving its Sector Perform rating intact, citing better operational consistency and continued improvement. APA shares trade near their 52-week high, and several analysts have updated coverage as the company reports sizeable cost savings, an agreement to divest an Australia…
Evercore ISI has reaffirmed an Outperform rating and a $875 price target on Meta Platforms ahead of the company’s fourth-quarter earnings on January 28. The firm expects a modest beat and bracket in Q4, cites favorable advertising checks and AI-driven ad performance gains, and labels Street revenue and operating profit estimates as reasonable while…
Goldman Sachs increased its 12-month price target for DT Midstream to $108 from $102 while keeping a Sell rating ahead of the company’s fourth-quarter 2025 earnings report scheduled for February 13. The new target remains below DT Midstream’s prevailing share price of $122.31. Goldman forecasts near-term EBITDA roughly in line with consensus, proje…
Goldman Sachs reiterated a Buy rating and an $80.00 price target on Las Vegas Sands (NYSE:LVS), naming it the firm's preferred gaming-sector stock even as leisure demand softened in Las Vegas and investor interest in Macau remains muted. Analysts are watching fourth-quarter results and 2026 guidance closely, with attention on whether estimates have…
Goldman Sachs has lifted its price objective for Kinetik Holdings Inc to $42 from $40 while retaining a Buy rating ahead of the company’s fourth-quarter 2025 results. The bank trimmed near-term EBITDA expectations on Waha price and volume impacts and projects lower 2026 EBITDA driven by a weaker year-end 2025 exit rate. Other broker activity has pr…
Goldman Sachs lifted its 12-month price target for Antero Midstream Partners LP to $18.00 from $17.50 while retaining a Neutral rating ahead of the company's fourth-quarter 2025 earnings release. The firm expects largely flat operational volumes and consensus-matching EBITDA for the quarter, and highlights temporary leverage pressure tied to an upc…
Berenberg has initiated coverage of Greencore Plc with a Buy rating and set a price target of GBP3.51. The research house points to structural growth drivers and the transformational acquisition of Bakkavor as key catalysts, forecasting a 14% three-year EPS compound annual growth rate and projecting a fiscal 2027 P/E of 11x alongside a 7.3% free ca…
BofA Securities has reaffirmed its Buy rating on Meta Platforms Inc. and kept a $810 price target ahead of the company’s January 28 earnings release. The firm models fourth-quarter revenue and earnings per share above Street estimates, forecasts 2026 revenue and EPS modestly higher than consensus, and outlines expected ranges for 2026 expenses and …
Rothschild Redburn increased its price target on CRH plc to $146 from $130 while keeping a Buy rating, implying upside from the current share price. The firm highlighted CRH's relative valuation versus U.S. Heavyside peers and said the company’s international footprint should not weigh on multiples. Separately, Jefferies flagged how a projected El …
Rothschild Redburn has opened coverage of Chime Financial (CHYM) with a Neutral rating and a $29.00 price target. Analysts cited the fintech’s partner-led approach for enabling faster expansion without heavy bank infrastructure, while cautioning that an increasing share of lending will shift credit risk to Chime as partner banks near capacity limit…
Goldman Sachs has upgraded Neste Oyj from Neutral to Buy and lifted its price target to EUR24.00 from EUR20.50, citing firmer renewable diesel and sustainable aviation fuel (SAF) markets and supportive feedstock and fossil diesel pricing. The bank forecasts fourth-quarter EBITDA of EUR642 million, above Bloomberg consensus, and points to regulatory…
Bernstein downgraded Carl Zeiss Meditec from Outperform to Market Perform and lowered its price target to EUR31.00 from EUR50.55 following a profit warning and the recent exit of CEO Maximillian Foerst. The firm flagged a sharp year-over-year margin decline and regional pressures in the Americas and China. Goldman Sachs also reduced its rating to N…
Phillip Securities moved Netflix (NFLX) from a Sell to an Accumulate rating and increased its price target to $100 from $95 after rolling valuations forward to fiscal 2026 while keeping key modeling assumptions intact. The firm highlighted Netflix's leadership in the video-on-demand market and pricing power, while noting potential short-term volati…
Morgan Stanley has reaffirmed its Overweight rating on Apple with a $315 price target as the company approaches its earnings release. The firm expects iPhone revenue to outpace consensus by 4-8% for the December and March quarters, but highlights offsetting pressures - including higher operating expense consensus, tighter gross margin assumptions, …
Morgan Stanley lowered its rating on Varonis Systems from Overweight to Equalweight and reduced its price target to $41 from $44, citing growing competition in the AI security market. The move follows survey feedback and broader analyst revisions to earnings estimates, even as Varonis expands platform capabilities and announces new cloud and data-s…
KeyBanc upgraded Solventum (NYSE:SOLV) from Sector Weight to Overweight and set a $97.00 price target, pointing to the company's strong start since separating from 3M, recent acquisition activity and a valuation below peers. The firm highlighted a path to meeting or exceeding a 4-5% organic growth target ahead of its 2028 timeline and noted a chang…
JPMorgan has initiated coverage of Exponent (NASDAQ: EXPO) with an Overweight rating and a $100 price target, signaling roughly 35% upside from current levels. The bank bases its view on Exponent's position in science and engineering consulting, a cash-positive balance sheet and expected acceleration in revenue and margins, while other firms have a…
JPMorgan has launched coverage of Compass Inc. with an Overweight rating and a $15.00 price target, implying roughly 12.5% upside from the current share price of $13.33. The firm highlights Compass’s consolidation strategy, unified technology platform, and margin momentum, and identifies the completed Anywhere Real Estate acquisition as a primary c…
JPMorgan has initiated coverage of Verra Mobility (NASDAQ: VRRM) with a Neutral rating and a $25.00 price target, implying roughly 17% upside from current levels. The bank's view follows a site visit to the company's Mesa headquarters and highlights market leadership, predictable recurring revenue and healthy margins. JPMorgan also flagged customer…
