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SECTOR COVERAGE

Stock Upgrades & Downgrades

47 STORIES · UPDATED JUL 25

An analyst upgrade is a signal, not a verdict. We cover the rating changes as they land and pressure-test each one against valuation and the underlying fundamentals, so you can tell a genuine inflection from a chase.

By Basis Report Editorial DeskReviewed by Basis Report Methodology TeamMethodology
Top StoryIMAX

IMAX Corporation Upgraded to Buy as The Odyssey Fuels Second Weekly Gain

Wall Street Zen upgraded IMAX Corporation to Buy as The Odyssey box office narrative pushes the stock toward a second consecutive weekly gain, with Q2 EPS vs. consensus as the next real test of the thesis.

LYFTAnalysis

Lyft CFO Sells Shares as Analysts Raise Price Target

Lyft's CFO sold 15,000 shares at $13.59 through a pre-set trading plan the same week Rothschild & Co Redburn upgraded the stock to Buy and one analyst…

RIOTBrief

Riot Platforms Gets Multiple Analyst Buy Ratings After Bitcoin Rally

Multiple analysts upgraded Riot Platforms to Buy following a crypto market rally, while shareholders at the annual meeting approved an expanded equity…

SNAPBrief+8%

Snap Inc. Jumps 8% as AR Deal and AI Glasses Event Reignite Bulls

Snap Inc. surged roughly 8% after an AR deal and analyst upgrade converged with the company's upcoming Specs AI Glasses event, putting its long-strugg…

BAXAnalysis+4.1%

Baxter Stock Surges 4.1% as Citi Issues Downgrade

Citi downgraded Baxter International on June 10, 2026, warning of a tough road ahead, even as shares rose 4.1% the same day. The divergence follows an…

CLFAnalysis

Barclays Flags CLF as Underweight Amid CFO Share Sale

Cleveland-Cliffs CFO Celso Goncalves Jr. sold $2.87M in stock at $13.41 on June 5, four days before Barclays issued an Underweight rating; shares now …

ENPHAnalysis

Enphase CEO Buys $337K in Stock Above Analyst Target

Enphase Energy CEO Badrinarayanan Kothandaraman purchased 5,000 shares on the open market at $67–68, roughly 55% above the analyst consensus target of…

HBMAnalysis

TSX Approves Hudbay 5% Buyback; Barclays Goes Overweight

Hudbay Minerals secured TSX approval to repurchase up to 5% of its outstanding shares while Barclays initiated coverage with an Overweight rating, sup…

MANEBrief

Veradermics Gets a $136 Price Target — 33% Above Current Price

Oppenheimer initiated Veradermics with a bullish rating and $136 price target, raising institutional visibility for a pre-profit stock with a negative…

YMMAnalysis

Full Truck Alliance Stock Upgraded to Buy After Q1

Full Truck Alliance reported Q1 2026 EPS of $1.27 against a $1.18 consensus, earned a Buy upgrade with a $20 analyst target, and has committed to appr…

SIMOAnalysis

Silicon Motion Wins Auto Safety Cert as 2026 Surge Holds

Silicon Motion earned an automotive safety certification and received a B. Riley price target increase this week, adding catalysts to a stock already …

INTRAnalysis

Citi Cuts Inter & Co to Neutral, Sees Limited Upside

Citigroup downgraded Inter & Co to neutral with a $6.50 price target, arguing the stock's re-rating already reflects its improving return-on-equity tr…

NVTSBrief+20%

Navitas Semiconductor Stock Jumps 20% on Bullish Investor Buzz

Navitas Semiconductor shares surged roughly 20% in one session on broad bullish commentary, but a -203.8x forward P/E and $40mn in TTM revenue raise s…

CAGAnalysis

CAG: Insiders Buy $600K, Target Cut to $13

Two Conagra board members spent $608,902 buying shares in the open market on April 14 at prices above today's close of $13.93, with no insider sales i…

ADTAnalysis

ADT Insiders Buy as Apollo Unloads 102M Shares

Apollo Management entities distributed roughly 102 million ADT shares at $7.25 per share in a May 2026 secondary offering, only for ADT's own director…

CYTKAnalysis+20%

CYTK Surges 20% on HCM Data; Offering Filed, Execs Sell

Cytokinetics shares jumped roughly 20% on May 5 after an HCM trial outcome pushed the stock to two-year highs, but the company immediately filed two s…

CIFRAnalysis

Cipher Digital Insiders Sell $4.28M as Stock Climbs

Cipher Digital's CEO, COO, and three board directors collectively sold $4.28 million in company stock over 90 days with zero purchases, spanning March…

ELFAnalysis

ELF Executives Sell $13M as Stock Slides to 52-Week Low

Six e.l.f. Beauty executives sold more than $10 million in shares on a single day in late April 2026, just 72 hours after receiving equity grants, as …

NCLHAnalysis

NCLH Directors Buy $718K as Stock Hits 52-Week Low

Directors Zillah Byng-thorne and Kevin Lansberry spent a combined $718,386 buying Norwegian Cruise Line Holdings shares on May 7, three days after Q1 …

CIFRAnalysis

Cipher Digital Q1 Miss: Insiders Sell Into the Rally

Cipher Digital's Q1 2026 loss of $0.14 per share against a $0.07 consensus capped a 90-day stretch in which five executives and directors sold approxi…

CORZAnalysis

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.

GMEBrief

GameStop Wants to Buy eBay for $100 Billion. It Has $4.6 Billion.

GameStop is reportedly preparing a bid for eBay this month targeting a combined $100 billion entity, but with only $4.6 billion in cash against eBay's…

HMYAnalysis

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 …

PTONAnalysis

Peloton Insiders Sell $2.2M Ahead of Q3 Report

Six Peloton executives sold a combined $2.19 million in stock over the past 90 days with zero insider purchases, ahead of the company's fiscal Q3 2026…

OPENAnalysis

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 analys…

BLDAnalysis

QXO to Buy TopBuild for $17B at $505/Share

QXO has agreed to acquire TopBuild Corp. for approximately $17 billion at $505 per share in stock and cash, a 23% premium to recent trading levels. Th…

DTAnalysis

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…

FLYBrief+11%

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…

NVTSAnalysis

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…

EQHAnalysis

EQH: $58 Strong Buy — Buyback Before Merger?

Management is reportedly considering a share repurchase before the Corebridge merger closes, an unusual step that would shrink EQH's share count at a …

JBLUAnalysis

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 ope…

INFQAnalysis

Two Banks Just Initiated Infleqtion at Buy — The Catch Is the Bull Case Doesn't Require Quantum Computing to Work

Citi and BTIG both initiated Infleqtion at Buy in the same week with targets near $20, but the real story isn't quantum computing hype. Two-thirds of …

DOCUBrief

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 bu…

WINGBrief

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 ri…

VFSAnalysis-42%

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 ma…

BOOTBrief

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 for…

SLNOAnalysis

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 bil…

KALUBrief

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" narrativ…

MLYSAnalysis

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 As…

CNTABrief

Eli Lilly to Buy Centessa Pharmaceuticals for Up to $7.8bn in Neuro Push

Eli Lilly announced a deal to acquire Centessa Pharmaceuticals for up to $7.8bn, paying $6.3bn upfront to secure the biotech's orexin receptor pipelin…

AGROBrief

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-r…

GRDNBrief+9.1%

Jefferies Initiates GRDN at Buy With $44 Target, Stock Surges 9.1%

Jefferies initiated Guardian Pharmacy Services (GRDN) at Buy with a $44 price target Monday, sparking a 9.1% single-day rally and establishing institu…

CLMTBrief

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 …

BRZEAnalysis

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 …

ALMAnalysis

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 devel…

ARXAnalysis

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-targe…

INTCAnalysis

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% …

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