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
Goldman Sachs anticipates that the capacity of datacenters in Europe will expand more than twofold, reaching 40 gigawatts by 2031 from the current level of 15 gigawatts. This growth, based on discussions with the European Datacenter Association, is expected to elevate power consumption rates and drive significant developments in the utilities and e…
Texas Capital Securities began its analytical coverage of Melco Resorts & Entertainment Limited, assigning a Buy rating and setting a price target at $11.50. The firm emphasizes Melco's strategic non-gaming segments and premium mass-market focus as advantageous in a recovering Macau gaming economy, anticipating sustained gross gaming revenue growth…
Goldman Sachs has revised its rating on Spotify from Neutral to Buy, with a new price target of $700 reflecting nearly 39% upside from current prices. The upgrade is based on Spotify's potential for steady margin improvements, strategic subscription pricing increases, and advantages in generative AI adoption, positioning the company well for sustai…
Oppenheimer has commenced coverage of Coherus Biosciences with an Outperform rating, forecasting a substantial price increase driven by encouraging clinical developments in oncology treatments. The $10 price target notably exceeds the stock's current valuation, reflecting confidence in the company's drug pipeline, particularly its anti-CCR8 and ant…
Freedom Capital Markets has launched coverage of Hinge Health Inc with a Buy rating and a $59 price forecast, anticipating substantial upside from the current valuation. The firm underscores the company's leading position in the digital musculoskeletal therapy market, robust profit margins, and strong growth outlook. Industry analysts are increasin…
Truist Securities has downgraded Inspire Medical Systems stock from Buy to Hold and trimmed the price target from $120 to $96 following the company's loss of official usage rights for a key Medicare code. Despite these challenges, Inspire's financial health remains strong, supported by profitability and solid cash reserves. Further impacts stem fro…
Mizuho has adjusted its price target for Mobileye to $11 from $12, maintaining a Neutral stance. The company reported quarterly revenues in line with estimates but raised concerns over modest fiscal 2026 growth expectations and a cautious view on the Chinese market. Despite these challenges, Mobileye shows strong financial metrics and progress in i…
BTIG has increased its price target for ImmunityBio Inc (NASDAQ: IBRX) to $9 from $6, maintaining a Buy rating based on the company's expanding commercial immunotherapy portfolio and recent regulatory developments. ImmunityBio’s shares have soared over 200% in the past month, underpinned by multiple positive clinical and market events. Despite subs…
Raymond James has sustained its Strong Buy rating on Pinnacle Financial Partners, setting a price target implying a 14% upside. The decision follows Pinnacle's Q4 2025 results that, although showing a significant earnings per share shortfall, demonstrated robust revenue growth and strong pre-provision net revenue. Analyst optimism is reflected in r…
Oppenheimer has adjusted its price target on Mobileye N.V. to $27 from $28, citing modest unit growth and flat pricing expectations for 2026. Despite this revision, the firm retains an Outperform rating, emphasizing the company's advancements in autonomous vehicle readiness and robust industry conditions.
The Centers for Medicare & Medicaid Services (CMS) has eliminated obstructive sleep apnea (OSA) as a covered diagnosis for CPT code 64568, impacting Inspire Medical Systems' reimbursement framework. The ICD-10 code for OSA was removed due to an initial error, transferring coverage decisions to local Medicare Administrative Contractors (MACs). Despi…
Oppenheimer has adjusted its rating on Inspire Medical Systems from Outperform to Perform following a reversal by the Centers for Medicare & Medicaid Services (CMS) regarding reimbursement coverage for Obstructive Sleep Apnea. The change tempers expectations for revenue boosts linked to facility fees and average selling price adjustments, despite t…
Jefferies has significantly increased its price target for Corvus Pharmaceuticals to $42 from $13, maintaining a Buy rating after positive clinical data release for the company's Alzheimer’s drug candidate, soquelitinib (SQL). The stock’s recent surge, driven by strong Phase 1 Alzheimer’s disease data and supportive analyst outlooks, reflects growi…
Morgan Stanley maintains an Equalweight rating on Tesla stock with a $425 price target, emphasizing the significance of Lemonade's new insurance product tailored for Tesla vehicles equipped with Full Self-Driving technology. This policy discounts insurance rates by up to 50% based on miles driven autonomously, indicating recognition of reduced acci…
Jefferies has sustained its Buy rating and price target of $68 for Freeport-McMoRan (FCX), highlighting robust fourth-quarter 2025 results and an optimistic forecast for the Grasberg mine's full operational return by 2027 end. The mining giant surpassed profit and cost expectations, supporting projections of increased production and valuation growt…
BofA Securities has maintained its Buy rating and $68 price target on Freeport-McMoRan after the company reported adjusted EBITDA for Q4 2025 that outperformed expectations. The quarter’s results were driven by increased sales volumes, reduced operational costs, and advantageous provisional pricing. Production from leaching operations climbed, supp…
BTIG has upheld a Buy rating on Lululemon Athletica Inc., placing focus on the company’s operational execution rather than new product innovation. Although the company’s recently launched 'Get Low' fabric drew moderate investor enthusiasm, BTIG identifies significant improvement opportunities in internal alignment and marketing strategies. Concurre…
Stifel has raised its price target on Revolution Medicines (NASDAQ: RVMD) substantially to $170 from $85, underscoring strong confidence in the biotech firm's long-term revenue prospects and pipeline value. This new valuation indicates significant upside from the current share price, reflecting increased M&A interest and promising clinical data, de…
UBS has reiterated its Buy recommendation for ResMed with a price target of $345, highlighting the company's sustained strength in the U.S. market and expected improvements in international sales. ResMed’s recent financial results surpassed revenue forecasts, although some analysts expressed caution due to competitive pressures and potential impact…
UBS has upheld its Neutral rating and $290 price target on Travelers following the insurer's impressive fourth-quarter earnings that surpassed expectations. Although the company demonstrated significant earnings and revenue beats, UBS emphasized concerns over subdued premium growth and slowing renewal rates in the Business Insurance segment, which …
UBS raised its price target for Charles Schwab to $125, maintaining a Buy rating, in the wake of the company's Q4 performance and confident 2026 outlook. The upward revision reflects solid earnings, revenue growth, and strong core business metrics, with other analysts similarly optimistic on Schwab's future prospects amid stable shareholder returns…
UBS reaffirmed its Buy rating on Coterra Energy, assigning a price target of $33. The firm projects operational enhancements by late 2025, buoyed by robust revenue growth and potential expansions in share repurchases. Investor focus remains on activist influences and possible M&A actions, while dividend stability and financial health contribute pos…
UBS has increased its price target for United Airlines to $147 from $145 after the airline reported better-than-expected fourth-quarter results. The company’s forward guidance for the upcoming quarter and 2026 aligns with investor anticipations, while analysts remain optimistic about potential earnings upgrades. Despite a current trading price of $…
UBS has reaffirmed its Buy recommendation and $93 price target for Colgate-Palmolive, citing confidence in the company’s growth potential and stable financial position despite minor recent revenue declines. The company's valuation at a premium compared to peers reflects strong fundamentals and investor optimism around organic growth prospects and d…
UBS has maintained its Buy rating for Home Depot, setting a $430 price target, driven by optimism that the company is well-positioned to benefit from a future market recovery in home improvement. Despite uncertainties surrounding the timing of demand rebound, Home Depot's focus on controllable factors underpins its cautious but confident outlook. C…
