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.
1,423 total articles
Bernstein SocGen Group has trimmed its price target for McCormick shares to $85 from $87 in response to the company's subdued fiscal 2026 guidance. The research firm kept its Outperform rating but highlighted several headwinds affecting growth projections, including weaker-than-expected organic sales, earnings per share shortfall, elevated tax rate…
Goldman Sachs maintains a Neutral rating and a $26 price target on Pfizer stock as the firm faces a patent cliff that pressures revenue growth. Despite trading near its 52-week high and below peer valuation multiples, Pfizer's share price has been range-bound. Key upcoming clinical data in 2026—including trials in obesity and lung cancer—are antici…
Canaccord Genuity has adjusted its price target for Mobileye N.V to $24 from $30 due to a conservative assessment of Volkswagen’s production ramp, while keeping a Buy rating on the stock. Despite recent quarterly earnings below expectations and a significant stock price decline, analysts see upside potential as the company aims for profitability by…
Guggenheim has reaffirmed its Buy rating on Reddit (NYSE:RDDT), maintaining a $245 price target based on the platform's advancements in user engagement and promising revenue growth forecasts. Despite current market value suggesting some overvaluation, analysts anticipate significant upside driven by product enhancements and expanded advertising ado…
KeyBanc has increased its price target for Worthington Steel Inc to $47 from $41, maintaining an Overweight rating amid the company's plan to acquire Klöckner & Co. The deal, expected to close in the latter half of 2026, positions Worthington Steel as the second largest steel service center in North America, boosting its long-term earnings prospect…
Wolfe Research has adjusted its price target on Capital One Financial downward from $294 to $280 while maintaining an Outperform rating. The revision is primarily motivated by higher anticipated marketing and operating expenses. Although earnings per share estimates have been trimmed for 2026 and 2027, the stock is still expected to deliver signifi…
KeyBanc has confirmed its Sector Weight rating on Apple shares, highlighting a balanced near-term risk and reward outlook. KeyBanc upgraded its fiscal first-quarter outlook driven by anticipated gains in iPhone average selling prices and stronger Mac sales, while noting potential challenges for the second half of the fiscal year. Market analysts ma…
Needham has upheld its Hold rating on Intel following a fourth-quarter financial performance that surpassed earnings expectations but was tempered by below-par revenue guidance and persistent supply constraints. Intel's stock has shown remarkable gains over the past year, yet concerns linger over its forward outlook and production bottlenecks impac…
Leerink Partners has upgraded Relmada Therapeutics Inc from Market Perform to Outperform, assigning a price target significantly higher than the current stock price, based on the potential of Relmada's bladder cancer drug NDV-01. After discontinuing its previous depression therapy REL-1017, Relmada is focusing on oncology with NDV-01, a sustained-r…
JPMorgan has lifted its price target for Intel Corporation to $35 from $30, citing robust demand for server CPUs as a key driver, despite guidance that fell short of analyst expectations. Intel’s stock currently trades significantly above JPMorgan’s revised target, reflecting strong market gains. While supply challenges are anticipated to ease, con…
Keefe, Bruyette & Woods (KBW) has increased the price target for Equity Bancshares (NYSE: EQBK) from $47.00 to $49.00 while keeping its Market Perform rating. This decision follows Equity Bancshares' notable earnings performance with EPS surpassing projections despite marginally lower pre-provision net revenue. The institution demonstrated robust r…
Keefe, Bruyette & Woods (KBW) has raised its price target for Great Southern Bancorp (NASDAQ: GSBC) to $63 from $61, following the company’s robust fourth-quarter 2025 earnings report. The bank’s earnings per share and revenue exceeded expectations, supported by stable net interest margins, increased fee income, and controlled expenses. Despite som…
Keefe, Bruyette & Woods raised its price target on Horizon Bancorp to $21 from $19, endorsing an Outperform rating after the bank reported better-than-expected earnings. The bank’s higher pre-provision net revenue and net interest margin contributed to stronger top-line performance. Updated guidance and optimistic margin outlook prompted increased …
Keefe, Bruyette & Woods has increased its price objective for Banc of California to $23, citing robust growth metrics and return improvements that support the stock's valuation. The bank's latest earnings surpassed expectations, reinforcing confidence among analysts and prompting revisions to future earnings projections.
RBC Capital has increased the price target for Definium Therapeutics Inc to $36 from $20 and reaffirmed an Outperform rating. This adjustment is based on heightened expectations for the commercial success of Definium’s lead candidate, DT120, currently in late-stage trials for generalized anxiety disorder. The company’s market value stands near $1.6…
Keefe, Bruyette & Woods has increased its price target for Live Oak Bancshares to $146 from $132 and maintained an Outperform rating after the bank's fourth-quarter results exceeded analyst estimates. The bank showcased stronger-than-expected earnings and revenue growth while maintaining stable credit performance. However, KBW anticipates a reversa…
RBC Capital has increased its price target for Compass Pathways to $21, maintaining an Outperform rating amid advancing clinical developments and promising market insights from recent psychedelics symposiums. The company’s shares have shown notable gains over the past year, with excitement building ahead of upcoming trial data.
Following Abbott Laboratories' release of its fourth-quarter earnings results, Oppenheimer has lowered its price target on the healthcare giant to $132 from $140 but retained its Outperform rating. The company's Q4 revenue and earnings per share fell short of estimates, influenced in part by underperformance in the Nutrition segment. Despite a rece…
TD Cowen has lowered its price target for McCormick & Company to $75 from $82, following the company's fourth-quarter earnings miss and subdued fiscal 2026 guidance. Higher input costs and accelerated ERP spending contributed to these challenges, leading to tempered growth expectations. Despite these headwinds, the firm retains its Buy rating, citi…
Evercore ISI has reduced its price objective for CSX to $40 from $41 while keeping an Outperform rating on the company's stock. The adjustment follows CSX's fourth-quarter 2025 earnings report, which revealed earnings per share below estimates and volumes and yields underperforming across segments. Despite these challenges, the company forecasts mo…
BTIG has boosted its price target for FTAI Aviation to $335 from $230, maintaining a Buy rating after the company announced a multi-year partnership with CFM International for component and repair support on CFM56 engines. This agreement reinforces FTAI's business trajectory and alleviates concerns about OEM relations. Shares have surged notably ov…
TD Cowen has maintained its Buy rating on Check Point Software stock, setting a $285 price target that suggests considerable market upside. The firm highlights ongoing demand from firewall updates and rapid uptake of Harmony Email and SASE solutions as drivers for the company's positive near-term momentum. Additional analyst endorsements and recent…
Wells Fargo has adjusted its price target for Mosaic (NYSE:MOS) downward to $27 from $28, maintaining an Equal Weight rating. The revision reflects diminished fourth-quarter expectations tied to weaker conditions in the Brazilian market and SSP production cutbacks. Mosaic’s Q4 and full-year 2025 earnings estimates have also been trimmed. Concurrent…
Wells Fargo has increased its price target for Procter & Gamble (NYSE:PG) to $165, up from $158, while reiterating an Overweight rating following the company's fiscal second-quarter earnings. Despite the results meeting modest expectations, the firm points to solid international operations and the possibility of an improved U.S. market as factors t…
Wells Fargo has increased its price target for Clorox to $115 from $108 after the company announced its acquisition of GOJO Industries, producer of Purell hand sanitizer, for $2.25 billion in cash. The move is viewed as a strategic effort to enhance Clorox's product portfolio and growth prospects. The acquisition is expected to be neutral to earnin…
