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.
1,426 total articles
DA Davidson has lowered its price target for healthcare technology company Phreesia Inc. to $30 from $35, continuing to endorse a Buy rating. This assessment follows a discussion with Phreesia’s CFO regarding growth prospects, although recent stock price declines highlight investor concerns. The revised target price implies substantial upside relat…
DA Davidson has updated its price target for Texas Capital Bancshares, raising it to $104 from $94 while maintaining a Neutral rating. This adjustment follows consecutive quarters of the bank surpassing its return on assets target and delivering strong earnings results, complemented by management's shift toward executing growth strategies amid expa…
DA Davidson reiterated its Buy rating on Life360 with a price target of $94, reflecting confidence in the company's growth following its preliminary fourth-quarter performance that surpassed expectations. Despite the stock's decline since the third quarter, the analyst firm views the current valuation as a buying opportunity, while another analyst …
Freedom Capital Markets has shifted its rating on Prologis stock from Buy to Hold, simultaneously increasing its price target to $138 from $134. This change reflects the stock's approach to a near-term valuation ceiling despite continued operational stability and dividend reliability amid a steady industrial real estate market environment.
DA Davidson has adjusted its price target for Columbia Banking System (NASDAQ:COLB) upward to $32.50 from $30.00, maintaining a Neutral rating amid positive operational developments. The firm highlights renewed net interest margin strength and a committed share repurchase strategy as key contributors to this evolved view of the bank’s growth potent…
Barclays has increased its price target for TE Connectivity to $302 from $297, maintaining an Overweight rating on the stock. This adjustment reflects a 32.6% potential upside from the current trading price and aligns with TE Connectivity’s robust performance, which includes a nearly 50% return over the past year. The manufacturer’s broad exposure …
Morgan Stanley warns that Oracle Corporation's substantial growth in contracted customer commitments includes a large portion dedicated to AI infrastructure, particularly for projects involving OpenAI. The investment bank highlights the significant capital expenditures necessary to build this AI compute capacity and projects these costs will impact…
Wells Fargo has lowered its price estimate for Meta Platforms to $754 per share from $795, reflecting increased operational and capital expenditure projections through 2026-2028. The adjustment is attributed to a re-evaluation of capacity contracts and highlights a timing mismatch related to Meta's intensive AI compute investments and the developme…
DA Davidson reaffirmed its Buy recommendation on Nordson Corporation and raised its price target to $290, reflecting optimism about the company's synchronized organic growth across its business segments despite recent headwinds in specific markets. The endorsement follows direct engagements with Nordson executives and robust financial performance e…
Freedom Capital Markets has initiated a Buy rating on Real Brokerage Inc. (NASDAQ: REAX), setting an ambitious price target that suggests significant upside potential. The firm underscores Real Brokerage's asset-light model, proprietary technology, and expanding ancillary service offerings as key drivers. These factors, combined with recent strong …
Stifel has lowered its price target on McCormick & Company to $65 from $71, maintaining a Hold rating after the company's latest quarterly earnings revealed a slight shortfall versus expectations, mainly caused by increased costs. Despite the earnings miss, McCormick has maintained steady volume growth and revenue expansion. However, the company’s …
Clear Street has elevated its price target on Bloom Energy Corp. following enhanced sales projections linked to a substantial American Electric Power order and rising demand from planned AI datacenters in Texas. Despite the stock trading well above analyst targets, these developments have prompted modest increases in future revenue forecasts. Varie…
Stifel continues to recommend Deckers Outdoor stock with a Buy rating and a price target of $117, expressing optimism ahead of the company's upcoming fiscal third-quarter earnings announcement. The firm forecasts better-than-expected revenue and adjusted earnings per share, with potential for a small upward revision to full-year guidance. The outlo…
Stifel has upheld its Hold recommendation and $200 price objective for Texas Instruments, anticipating upcoming earnings in line with expectations but with slight upside potential. The firm projects a modest revenue decline quarter-over-quarter with earnings per share estimates reflecting cautious optimism. Amid a complex macroeconomic environment …
Morgan Stanley has reduced its Oracle price target substantially to $213 from $320, citing notable concerns about the financial impact of Oracle's GPU-as-a-Service business expansion. Despite this, Oracle maintains strong revenue growth and profitability forecasts. The company faces both heightened funding demands and legal challenges related to de…
Stifel has reaffirmed its Buy recommendation on UPS, emphasizing the company's stronger-than-expected third-quarter 2025 performance. Despite volume pressures, UPS showcased progress in cost management and transformation initiatives, underpinning steady financial fundamentals and management's confidence in upcoming peak season results.
Following an impressive fourth-quarter performance marked by notable revenue and earnings surpassing expectations, Stifel has reaffirmed its Buy rating on Intuitive Surgical with a $670 price target. The company achieved approximately 19% year-over-year revenue expansion and raised financial guidance for the upcoming year, underpinning optimistic m…
Stifel has revised its price target for HubSpot Inc to $500 from $550 while holding on to its Buy rating, reflecting recent software multiple compressions rather than company performance concerns. HubSpot's partner feedback remains optimistic, with notable growth in upmarket penetration and AI integration plans, supporting its strong revenue and pr…
Stifel has adjusted its price forecast for The Trade Desk from $90 to $74 but maintains a Buy rating, acknowledging current challenges such as potential subdued first-quarter guidance and competitive pressures. While the stock has declined sharply over the last year, it is considered undervalued relative to its Fair Value. Other analysts present mi…
Stifel raised its price target on Intel to $42 from $35 after robust fourth-quarter earnings results, though maintaining a Hold rating. Despite exceeding revenue and earnings expectations in Q4, Intel's cautious outlook for the first quarter, citing supply constraints, led to mixed analyst reactions. The company’s impressive data center and AI segm…
Stifel has lowered its price target for Meta Platforms from $875 to $785, citing concerns about increasing expenditures related to AI initiatives and capital investment. The revision occurs despite robust fourth-quarter advertising results driven by Instagram Reels. Meanwhile, regulatory pressures in Brazil and the UK are adding complexity to Meta'…
Stifel has increased its price target for CACI International to $765 from $670, maintaining a Buy rating following the company's fiscal second-quarter earnings. Despite revenue missing estimates, improved profit margins contributed to a positive earnings surprise. The firm is viewed favorably in light of ongoing government funding and military acti…
Stifel has increased its price target for Alphabet's shares to $346 from $333, maintaining a Buy rating driven by optimistic projections for the company's upcoming fourth-quarter advertising revenue, particularly in Search and YouTube. The report anticipates that Alphabet's cloud segment estimates remain realistic. As the February 4 earnings releas…
Raymond James has maintained its Outperform rating on Schlumberger, setting a price target of $52.00 following the company's solid Q4 2025 earnings report. Schlumberger showcased revenue growth across regions and exceeded consensus estimates, driven notably by its digital segment and integration of ChampionX. Despite a slight year-over-year revenue…
Bernstein SocGen has revised downward its price target for Abbott Laboratories to $125 from $154, maintaining an Outperform rating. This adjustment reflects the company's unexpected decline in fourth-quarter sales and a slowing continuous glucose monitoring segment. Despite these challenges, consensus among analysts remains positive, with potential…
