Stock Upgrades & Downgrades

Wall Street upgrades, downgrades, and analyst price target changes with independent commentary. Track rating shifts across mid and large-cap US equities.

By Basis Report editorial deskReviewed by Basis Report methodology teamMethodology

SEDGAnalysis5d ago · May 16, 2026

SolarEdge Q1 Results Spark Rally Above Analyst Target

SolarEdge Technologies shares trade at $61.76, some 56% above the analyst consensus price target of $39.57, after Q2 profitability guidance sparked a post-earnings rally despite a Q1 EPS miss. Three consecutive quarters of narrowing losses and free cash flow of $278 million frame the turnaround case, while the 90-day insider record shows selling near analyst-target price levels with no open-market buying on record.

QUBTBriefMay 12 · May 12, 2026

Quantum Computing Inc. Draws Analyst Praise on Just $4 Million in Revenue

Quantum Computing Inc. released Q1 2026 earnings to positive analyst sentiment, but with only $4mn in TTM revenue and a -35.1x forward P/E, the stock at $10.18 is a bet on quantum commercialization, not current earnings power.

CORZAnalysisMay 2 · May 2, 2026

CORZ: Analyst Targets $25–$37 After Canaccord Raise

CORZ analyst targets span $25–$37 ($12 gap). Texas AI expansion vs. insider selling and negative FCF — 14 analysts split. Basis Report analysis.

CLFBriefApr 28 · Apr 28, 2026

Cleveland-Cliffs Narrows Losses and Revenue Grows, But Analysts Still Cut Price Targets

Cleveland-Cliffs shares surged roughly 9% after Q1 results showed narrower losses and revenue growth, though analyst price target cuts to $10.78 signal the Street wants more proof.

SNAPBriefApr 27 · Apr 27, 2026

Snap Gets Its First Buy Upgrade in Months After $500 Million in Cost Cuts

Rothschild & Co Redburn upgraded Snap to Buy on the back of $500M in cost restructuring, sending shares up 8%, but the real test comes with Q1 earnings.

HMYAnalysisApr 25 · Apr 25, 2026

Morgan Stanley Upgrades Harmony Gold to Overweight

Morgan Stanley upgraded Harmony Gold Mining to Overweight on April 25, adding institutional momentum to a stock where Ninety One recently disclosed a 5.2% stake. The upgrade arrives after a 5.9% share decline last week and a notable increase in the stock's borrow rate, creating a tug-of-war between bullish positioning and short-term pressure.

PTENBriefApr 22 · Apr 22, 2026

Patterson-UTI Energy Jumps 8% on Analyst Upgrades, But Forward Earnings Are Negative

Patterson-UTI Energy surged 8% on a wave of analyst upgrades ahead of Q1 2025 earnings, but a negative forward P/E ratio suggests the Street expects losses even as it raises price targets.

OPENAnalysisApr 22 · Apr 22, 2026

Opendoor's 8-Day Rally Defies Analyst Consensus

Opendoor Technologies shares surged approximately 26% over eight trading sessions, pushing the stock to $5.45 and well past the $4.33 consensus analyst price target, despite no new SEC filings or fundamental catalysts. Insiders are net sellers with zero open-market purchases in the past 90 days, revenue has declined 32% year-over-year, and the company missed EPS estimates last quarter.

DTAnalysisApr 19 · Apr 19, 2026

Dynatrace: Analyst Targets Drop, Insider Steps In

Dynatrace shares trade at a 27% discount to consensus after TD Cowen and Truist both lowered price targets, even as EVP Stephen McMahon made a notable open-market purchase. The stock's 18.6x forward P/E against 18% revenue growth creates an unusually tight PEG ratio for a software company with 82% gross margins.

ROADBriefApr 18 · Apr 18, 2026

Construction Partners Stock Jumps 12% on Analyst Upgrade, But 34x Earnings Says Caution

Construction Partners jumped 11.9% after an analyst upgrade and Nashville expansion announcement, but a 34x forward P/E and overvalued rating suggest the easy money may be behind it.

FLYBriefApr 17 · Apr 17, 2026

Firefly Aerospace Jumps 11% on NVIDIA Deal and Goldman Sachs Upgrade

Firefly Aerospace surged 11.1% after a reported NVIDIA partnership and Goldman Sachs price target increase, though a recent resale registration filing introduces meaningful dilution risk.

NNBriefApr 17 · Apr 17, 2026

NextNav Hits All-Time High on Upgrade — But $5 Million Revenue Backs a $1.5 Billion Dream

Oppenheimer upgraded NextNav and flagged it as an acquisition target for its scarce sub-GHz spectrum, sending the stock up 20% to an all-time high despite just $5mn in trailing revenue.

NVTSAnalysisApr 16 · Apr 16, 2026

Navitas Semiconductor's 15% Board-Hire Rally Widens Gap to $8.15 Analyst Target

Navitas Semiconductor traded roughly 15% higher Thursday after adding former Broadcom executive Gregory M. Fischer as an independent director, pushing the spot price 50% above the $8.15 sell-side consensus. The reaction came as trailing revenue sits 59.4% below a year ago and a named insider offloaded $1.06 million in shares three weeks prior.

TWSTBriefApr 15 · Apr 15, 2026

Twist Bioscience Stock Tops Analyst Targets After Guidance Raise and Amazon Partnership

Multiple Wall Street firms hiked Twist Bioscience price targets after a guidance raise and Amazon partnership, but the stock at $56.87 already trades above at least one new target.

JBLUAnalysisApr 15 · Apr 15, 2026

JetBlue Is Losing $1.2 Billion a Year But Trading Above Every Analyst Target — The Takeover Explains Why

JetBlue is granting United Airlines physical gate access at JFK's Terminal 6 and enabling cross-network booking with cash or points, mirroring the operational integration playbook airlines run before acquisitions. The stock trades at $5.60 versus a $4.49 consensus target because analysts are modeling a standalone turnaround while the market is pricing takeover optionality that the accelerating Blue Sky partnership makes more plausible by the quarter.

DOCUBriefApr 11 · Apr 11, 2026

Citigroup Cuts DocuSign Price Target 49% to $50, Downgrades to Neutral

Citigroup downgraded DocuSign from Buy to Neutral and cut its price target from $99 to $50, a 49% reduction that signals one of the stock's biggest bulls is capitulating on the growth thesis.

GGBAnalysisApr 8 · Apr 8, 2026

Gerdau S.A. Missed Earnings 4 Quarters Straight. Then Analysts Said Buy.

Gerdau S.A. has missed EPS estimates four consecutive quarters with widening shortfalls, yet received coordinated analyst upgrades from Itau BBA, Scotiabank, and UBS in recent weeks. The 1.4x forward P/E is built on consensus estimates the company keeps failing to hit, and the upgrade cluster looks more like expectation management than a fundamental inflection call.

WINGBriefApr 7 · Apr 7, 2026

Morgan Stanley Cuts Wingstop Price Target 23% but Still Says Buy the Dip

Morgan Stanley cut its Wingstop price target to $265 from $345 while maintaining an Overweight rating, expecting a Q1 earnings miss but calling the risk-reward still attractive.

VFSAnalysisApr 7 · Apr 7, 2026

VFS: -42% Gross Margin, +45% Price Target?

VinFast's earnings misses are accelerating quarter over quarter, from -7.3% to -30.2% to -41.7%, even as revenue grows 139%. A negative 42.5% gross margin and a 2027 profitability target that requires years of parent Vingroup subsidies suggest the Street's $6.30 price target is pricing in a cost curve improvement that the data directly contradicts.

BOOTBriefApr 7 · Apr 7, 2026

Boot Barn Holdings Gets Jefferies Upgrade to Buy With 31% Upside to $195

Jefferies upgraded Boot Barn Holdings to Buy with a $195 price target, seeing 31% upside after the stock's valuation reset brought shares to 17.6x forward earnings.

SLNOAnalysisApr 6 · Apr 6, 2026

Soleno Therapeutics Is Trading 63% Below Its Lowest Price Target While a $2.5 Billion Buyer Circles

Soleno Therapeutics trades at $39.49, a 63% discount to Oppenheimer's recently slashed $80 target, while Neurocrine reportedly circles with a $2.5 billion acquisition offer. The market is simultaneously pricing in a failed drug launch and a collapsed deal, a bet that requires two independent worst-case scenarios to both come true.

KALUBriefApr 2 · Apr 2, 2026

Kaiser Aluminum Stock Outruns New $127 Price Target as Aluminum Sector Surges

An analyst raised Kaiser Aluminum's price target to $127, but the stock already trades near $132 as a tariff-driven "aluminum is the new oil" narrative lifts the entire sector faster than sell-side models can keep up.

MLYSAnalysisApr 1 · Apr 1, 2026

Mineralys Therapeutics Just Lost Its Most Important Drug Trial: and Analysts Still Say Buy

The Explore-OSA trial failure eliminates lorundrostat's most differentiated indication expansion, leaving Mineralys to compete head-to-head against AstraZeneca's baxdrostat on a narrower combination-therapy label. The Street's $49 consensus target still prices in broad franchise optionality that the data no longer supports.

AGROBriefMar 31 · Mar 31, 2026

UBS Doubles Adecoagro Price Target to $16.20, Upgrades to Buy

UBS more than doubled its Adecoagro S.A. (AGRO) price target to $16.20 from $8.00 and upgraded the stock to Buy from Neutral, a major Wall Street re-rating that signals a bullish commodity-cycle recovery thesis for the South American agribusiness.

CLMTBriefMar 31 · Mar 31, 2026

Calumet (CLMT) Gets 82% Price Target Hike to $60 by H.C. Wainwright

H.C. Wainwright raised its price target on Calumet, Inc. (CLMT) 82% to $60 from $33, citing a $115mn YoY swing in operating cash flow and an imminent Montana Renewables SAF capacity expansion that gives the stock a rare multi-factor bull case.

BRZEAnalysisMar 27 · Mar 27, 2026

Braze Price Target Slashed 35% by UBS While Street Stays Bullish at $35

UBS dramatically cut Braze's price target by 35% from $43 to $28 while maintaining a Buy rating, creating a massive disconnect with the $35.10 Street consensus. The target compression suggests UBS sees structural headwinds in customer acquisition or competitive positioning that other analysts are missing.

ALMAnalysisMar 26 · Mar 26, 2026

Almonty Industries Gets 35% Analyst Target Hike as Tungsten Crisis Deepens

B. Riley raised Almonty Industries' price target 35% from $17 to $23, the largest tungsten sector revision in months. The move suggests material developments around production timelines or strategic partnerships that the market hasn't priced in.

ARXAnalysisMar 24 · Mar 24, 2026

Wells Fargo Upgrades Accelerant but Slashes Price Target 12% to $15

Wells Fargo upgraded Accelerant Holdings to Overweight but simultaneously cut its price target 12% from $17 to $15. This rare upgrade-with-lower-target combination suggests analysts expect ARX to outperform peers in a weakening insurance sector rather than deliver absolute strength.

SEDGBriefMar 23 · Mar 23, 2026

SEDG Jumps 39% on Jefferies Upgrade — Is $49 Target Justified?

Jefferies upgraded SolarEdge Technologies from Underperform to Hold and raised its price target 63% to $49, driving shares up 38.7%.

INTCAnalysisMar 22 · Mar 22, 2026

Intel Analyst Split Creates 75% Price Range Gap After 68% Stock Decline

Wall Street analysts are simultaneously issuing 32-43% downside targets for Intel while value investors call it an incredible opportunity after a 68% decline. This extreme analytical divergence signals fundamental disagreement about Intel's foundry strategy execution and creates asymmetric upside potential.

NVDABriefMar 20 · Mar 20, 2026

NVIDIA Posts $68 Billion Revenue as Analysts Eye $300 Price Target

NVIDIA reported $68 billion in revenue while Wall Street analysts set $300 price targets, underscoring the company's AI chip market leadership.