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.
1,424 total articles
Williams Trading increased its price target for Deckers Outdoor to $160 from $135 and kept a Buy rating following fiscal third-quarter 2026 results that topped consensus. The firm pointed to conservative full-year guidance, resilient brand performance at UGG and Hoka, and limited tariff impact as reasons for the upgrade. Multiple other brokerages a…
JPMorgan raised its price target on Apple to $325 from $315 while maintaining an Overweight rating, citing robust product gross margins and iPhone revenue upside. The move follows fiscal first-quarter 2026 results that beat expectations, with broad strength across iPhone and Services revenue. Several other firms adjusted targets or ratings after th…
Piper Sandler reduced its 12-month price target on AppFolio to $245 from $350 while retaining an Overweight rating, reflecting tempered expectations after the company's 2026 revenue-growth guidance came in below consensus. The new target implies roughly an 18% upside from the stock's recent level near $207.10. Analysts pointed to a sizable post-gui…
Piper Sandler reduced its price target on PennyMac Financial to $137 from $168 while keeping an Overweight rating after the mortgage lender reported a notable operating shortfall. The downgrade follows weaker servicing income driven by higher prepayment speeds and elevated amortization, and comes amid negative free cash flow and downticked return-o…
Piper Sandler lowered its price target on Tractor Supply Company to $59 from $67 while keeping an Overweight rating after the retailer missed fourth-quarter expectations on comparable sales, margins, and EPS. The company’s 2026 guidance also came in below Street expectations and under its long-term comparable sales target of 3-5%, prompting several…
Piper Sandler raised its price target on GE HealthCare to $94 from $91 and maintained an Overweight rating, pointing to healthy margins, mid-single-digit order growth, and an undemanding valuation. The move comes ahead of the company's January 30 earnings report and amid market uncertainty tied to Flyrcado guidance and other recent developments fro…
Piper Sandler increased its price objective for VF Corp. to $18.00 from $14.00 while leaving the stock at a Neutral rating. The revision follows an investor meeting with senior management and VF's fiscal third-quarter earnings beat, though the updated target remains below the company's current trading price of $20.11. The firm noted stronger digita…
Piper Sandler has reaffirmed an Overweight rating on NovoCure Ltd. (NASDAQ: NVCR) and set a $27.00 price target, implying more than 118% upside from the stock's then-current price of $12.38. InvestingPro analysis flagged the shares as appearing undervalued based on a Fair Value assessment. The research note highlights strategic and messaging adjust…
KeyBanc Capital Markets raised its price target on Modine Manufacturing to $205 from $175 while keeping an Overweight rating, citing the company’s plan to spin off its Performance Technologies (PT) division and stronger-than-expected prospects for its Data Center business. The firm revised estimates higher on a 'higher DC trajectory' and highlighte…
KeyBanc has reduced its 12-month price objective for AppFolio to $255 from $270 but left its Overweight recommendation intact. The move follows the company’s fourth-quarter report showing accelerating revenue and unit growth and an earnings-per-share beat, even as initial 2026 revenue guidance fell short of market expectations. The target cut prima…
KeyBanc Capital Markets increased its price target on Parker-Hannifin to $1,100 from $1,050 and kept an Overweight rating following the company's fiscal second-quarter 2026 results. The move reflects what the firm described as continued strong execution against a choppy end-market backdrop outside aerospace, with the company reporting adjusted Q2 E…
KeyBanc Capital Markets left its Sector Weight rating on Apple following the company’s fiscal first-quarter 2026 report, citing strong operational results but a valuation it views as full and expectations for slower growth. The quarter delivered sizable iPhone revenue gains, earnings-per-share acceleration and guidance above consensus, while margin…
KeyBanc Capital Markets raised its price target on ResMed to $302 from $299 and kept an Overweight rating after the company's fiscal second-quarter 2026 results. The firm cited revenue outperformance led by Masks & Accessories and Devices, an improved gross margin outlook, and a robust balance sheet. ResMed reported EPS of $2.81 versus $2.73 expect…
Morgan Stanley reduced its price target on Lennox International to $450 from $475 and kept an Underweight rating following the company’s Q4 2025 results. The firm pointed to ongoing volume softness, weak end-market demand, under-absorption risk and pricing pressure as drivers for the lower valuation. Morgan Stanley’s forecasts for 2026 and Q1 2026 …
Keefe, Bruyette & Woods trimmed its 12-month price target for Progressive Corp. to $225 from $252, a 10.7% reduction, while retaining a Market Perform rating. KBW analyst Meyer Shields cited moderating auto policies in force as the primary driver of the revision. The move comes amid a range of analyst views on Progressive, including recent actions …
Keefe, Bruyette & Woods raised its price target on Civista Bancshares to $28 from $27 and retained an Outperform rating after the bank posted stronger-than-expected fourth-quarter operating results and reported higher reported EPS and revenue. The research firm noted benefits across core revenue lines and a slimmer-than-anticipated provision, while…
Bernstein increased its price target on IBM to $330 from $280 and kept a Market Perform rating after stronger-than-expected fourth-quarter results. IBM exceeded consensus on revenue, earnings per share and free cash flow, provided FY26 guidance that includes more than 5% constant-currency revenue growth and forecasted margin and cash-flow improveme…
Bernstein SocGen Group lowered its price target on United Rentals (URI) to $965 from $1,128 and kept an Outperform rating after the company reported fourth-quarter EBITDA that was slightly below expectations and issued 2026 EBITDA guidance below consensus. Investors focused on sustained margin compression, driving a sharp share decline, even as val…
Bernstein SocGen has reaffirmed an Outperform rating and a $405.00 price target on UnitedHealth Group (UNH) after the shares plunged about 20% in the wake of Medicare Advantage advance rate announcements and the company’s fourth-quarter results. Analyst Lance Wilkes outlined five principal investor concerns, and Bernstein adjusted its model to acco…
Bernstein raised its 12-month price target on RTX Corp. to $204 from $189 while retaining a Market Perform designation, pointing to stronger-than-expected results in the Raytheon segment. RTX recently posted quarterly and full-year beats, a rising backlog at Raytheon and several sizable contract awards, but the firm signaled ongoing concerns around…
Bernstein increased its price target for Deckers Outdoor to $90 from $85 while retaining an Underperform rating following a third quarter that beat sales and margin expectations. Deckers reported EPS of $3.33 and revenue of $1.96 billion for fiscal Q3 2026, prompting other firms to raise targets even as Bernstein cautions on soft Q4 guidance for Ug…
Bernstein SocGen Group increased its price target on Caterpillar to $678 from $630 while retaining a Market Perform rating. The move follows a robust fourth-quarter showing and indicators of strengthening demand, but the firm warns the stock trades at a valuation well above typical peaks, leaving upside tied to execution on pricing and tariff relie…
Bernstein SocGen has maintained an Outperform rating on Netflix with a $115 price target, implying roughly 38% upside from the stock's current level. The firm highlights attractive entry levels after the company’s fourth-quarter results, while flagging three unresolved overhangs that will affect returns. The proposed $83 billion bid for Warner Bros…
Lucid Capital Markets downgraded Quince Therapeutics Inc. (QNCX) from Buy to Sell and removed its price target after the company announced that its pivotal Phase 3 NEAT trial failed to meet both primary and key secondary endpoints. The trial miss, the decision to discontinue the program that represented Quince’s sole development asset, and the comp…
Rosenblatt lowered its price target for Dynatrace Inc. (DT) to $60 from $67 while keeping a Buy rating ahead of the company’s Q3/FY26 earnings release. The stock trades near its 52-week low, and the analyst cited comparable multiple compression and enterprise spending pressure as the primary reasons for the reduction. Rosenblatt anticipates essenti…
