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
Piper Sandler reduced its rating on IO Biotech from Overweight to Neutral and cut the price target to $0.50 from $3.00 after the company announced a strategic review. The move follows concerns about the company’s cash runway despite positive five-year follow-up data for its IO102-IO103 vaccine program and recent leadership changes.
UBS has downgraded Clearwater Analytics Holdings (CWAN) from Buy to Neutral and cut its price target to $24.55 following the company's agreement to be acquired by an investor group led by Permira and Warburg Pincus. The cash deal values Clearwater at $24.55 per share, equating to roughly 7.7 times UBS's sales estimate, and the transaction is expect…
UBS has cut its recommendation on British Land Company Plc from Buy to Neutral and trimmed its price target slightly to GBP4.40 (440p). The bank cited narrowing upside since its November upgrade and two principal concerns - the potential impact of artificial intelligence on office demand and a difficult UK macroeconomic outlook - while still viewin…
Canaccord Genuity reduced its rating on Lifetime Brands (NASDAQ: LCUT) from Buy to Hold and cut the price target to $3.50 from $4.00, pointing to a pattern of underperformance since coverage began in March 2023. The firm highlighted disappointing organic growth, limited M&A activity, weak product innovation, and macro challenges including tariffs. …
Jefferies has upgraded Hermes International from Hold to Buy and increased its price target to EUR2,400 from EUR2,250, citing stronger consumer alignment and a post-2025 quality compounder derating. The move sits alongside divergent views across the sector, including a Barclays downgrade of Hermes and Jefferies’ continued caution on Ferrari and Bur…
Truist Securities has raised its price target for Booz Allen Hamilton (NYSE:BAH) from $90.00 to $98.00 while maintaining a Hold rating on the stock. The firm's decision reflects anticipated tax advantages, earnings improvements by the 2027/2028 fiscal year, and sector growth driven by defense-related expenditures. Booz Allen Hamilton recently surpa…
Raymond James lowered its price target for Mobileye N.V. to $16.00 from $19.00 following the company’s fourth-quarter 2025 financial results. Although the autonomous driving technology firm experienced a 9% drop in revenue year-over-year, it surpassed analyst expectations. Mobileye reaffirmed its outlook for 2026 as a transitional period but antici…
Raymond James has increased its price target for South State (NYSE:SSB) to $120 from $115, reaffirming a Strong Buy stance after the regional bank posted impressive fourth-quarter earnings. The bank displayed solid loan and deposit growth alongside strong earnings, leading to upward revisions in analyst forecasts and reinforcing its financial healt…
BofA Securities increased its price target for Wabtec Inc. to $263 from $253, maintaining a Buy rating, citing a significant locomotive order from Norfolk Southern and robust revenue gains. Wabtec secured a 40-locomotive deal valued at several billion dollars, reflecting the railroad’s first such purchase since 2022, with deliveries planned for lat…
Tigress Financial Partners has upgraded Walmart's stock price target from its previous level to $135 while reaffirming a Buy rating. The firm points to Walmart’s aggressive adoption of artificial intelligence across multiple facets of its business including commerce, retail media, data monetization, and supply chain automation. These moves position…
Erste Group has raised its rating on Rio Tinto Plc from Hold to Buy, highlighting the miner's strong return on common equity, a favorable price-to-earnings valuation and a high dividend yield. The upgrade follows robust production metrics and a set of operational and strategic developments, including higher copper output, a new solar installation a…
Erste Group has revised its recommendation on Ecolab Inc. shares from Buy to Hold, emphasizing valuation concerns set against the backdrop of solid medium-term growth expectations. Trading near its annual peak, Ecolab’s elevated price-to-earnings ratio compared to peers led to the moderated outlook. The company’s strategic advancements, including a…
Jefferies has reaffirmed its Hold recommendation and $60 price target for PayPal shares following a pronounced slowdown in UK eCommerce growth, a key market representing around 10% of PayPal's branded transaction volume. The firm cites a sharp decrease in UK discretionary spending and lower total payment volume growth expectations for the fourth qu…
UBS has increased its price projection for Intel stock to $52 from $49, reflecting enhanced confidence in Intel's potential to secure new foundry contracts following upcoming technology releases. However, persistent supply limitations and competitive disadvantages, especially against AMD, cloud Intel’s near-term server market opportunities. Other a…
UBS raised its price target for GE Aerospace to $374 from $368 following the company’s strong fourth-quarter 2025 results. The firm maintained a Buy rating, emphasizing solid revenue growth and better-than-expected Commercial Engine Services orders. Despite these metrics, GE Aerospace shares dropped due to valuation concerns. UBS projects continued…
UBS has sustained its Buy rating and $158 price target on Abbott Laboratories, even as recent quarterly results fell short of growth expectations. The stock, now near its 52-week low, faces investor skepticism about its 2026 organic sales forecast. Still, UBS highlights potential catalysts in Abbott's MedTech division and confidence in continuous g…
UBS has sustained its Buy rating for Life Time Group Holdings Inc, setting a price target of $43 per share. This recommendation follows quarterly financial results that surpassed expectations and robust future guidance. The company is banking on significant revenue and membership growth, as well as planned opening of new large-scale fitness centers…
UBS has amended its target price for Procter & Gamble shares to $170 from $161, sustaining its Buy rating after the company reported a modest earnings per share advantage in its fiscal second quarter. The positive earnings surprise, combined with attractive valuation relative to peers and anticipated organic growth acceleration, has led multiple an…
UBS has raised its price target for CACI International to $787 from $752, reaffirming a Buy rating on the stock after the company's robust fiscal second-quarter results. CACI's focus on software-defined national security solutions amid increased governmental budget allocations and acquisition reforms underpins favorable projections, despite minor i…
UBS has maintained its Buy rating on Diamondback Energy with a price objective near $194, anticipating a positive earnings report for Q4 2025. The firm's confidence is underpinned by Diamondback’s robust profitability, significant revenue growth, and progress in debt reduction, positioning the company well for market fluctuations. Diamondback’s rec…
DA Davidson has maintained a Buy rating and a $93 price target on Customers Bancorp shares, following the bank's latest quarterly and annual financial results. Although core earnings per share came just shy of the firm's estimates and revenue lagged expectations in the fourth quarter, robust net interest income growth and ongoing deposit franchise …
DA Davidson has revised its price target for Heritage Financial upwards to $32 from $29, maintaining a Buy rating. The brokerage highlights the bank's improving net interest margin in the fourth quarter of 2025, alongside strong revenue growth and anticipated benefits from an impending acquisition. Heritage Financial's earnings have recently exceed…
UBS has elevated the price target for C.H. Robinson Worldwide to $224 from $177, maintaining a Buy rating due to anticipated productivity improvements from agentic AI deployment, expected strong truckload pricing and volume growth in 2027, and rising earnings forecasts. The logistics firm's share price currently nears its 52-week high amid favorabl…
UBS has adjusted its price target for Microsoft to $600, down from $650, citing a general valuation decline across the software industry. Although the target has been reduced, the firm retains a Buy rating and acknowledges Microsoft's premium positioning relative to its peers. Optimism around Azure's expansion continues, supported by new Fairwater …
DA Davidson continues to recommend a Buy rating on Glacier Bancorp (NYSE:GBCI) with a price target of $55.00, reflecting optimism about the bank’s growth prospects driven by strong quarterly earnings, expansion in net interest margins, and strategic acquisitions. Despite modest organic growth, Glacier Bancorp’s financial stability and dividend cons…
