Wall Street's top analysts shuffled their decks this week, issuing fresh opinions on companies across multiple sectors. From streaming platforms to electric vehicles, biotech innovators to energy giants, here's a comprehensive look at ten stocks that caught analyst attention heading into Friday.
Streaming Gets a Second Look
Jefferies analyst James Heaney took a notably bullish turn on Roku Inc. (ROKU), upgrading shares from Hold to Buy while boosting the price target from $100 to $135. The streaming platform closed at $105.36 on Wednesday, suggesting analysts see meaningful upside ahead as the company continues navigating the competitive streaming advertising landscape.
Biotech and Healthcare Targets Shift
The healthcare sector saw mixed action. Stifel analyst Paul Matteis trimmed expectations for Uniqure NV (QURE), cutting the price target from $50 to $40 while maintaining a Buy rating. Shares closed at $20.14 on Wednesday, trading well below even the reduced target.
Meanwhile, BTIG analyst Mark Massaro expressed growing confidence in Guardant Health Inc (GH), raising the firm's price target from $100 to $140 while keeping a Buy rating intact. Guardant Health shares closed at $101.38 on Thursday, meaning the new target implies substantial upside for the cancer detection company.
HC Wainwright & Co. analyst Sean Lee also increased optimism on Kazia Therapeutics Ltd (KZIA), lifting the price target from $13 to $18 with a maintained Buy rating. Kazia shares closed at $13.08 on Thursday, already approaching the previous target.
Electric Vehicles Gain Momentum
Rivian Automotive Inc (RIVN) received a significant vote of confidence from Needham analyst Chris Pierce, who raised the price target from $14 to $23 while maintaining a Buy rating. Rivian shares closed at $16.43 on Thursday, positioning the stock between the old and new targets as the EV maker works to scale production and reduce losses.
Tech Giants and Infrastructure Plays
The semiconductor space continues attracting bullish attention. Keybanc analyst John Vinh increased the Broadcom Inc (AVGO) price target from $460 to $500, maintaining an Overweight rating. Broadcom settled at $406.37 on Thursday, with analysts seeing further gains ahead as the company benefits from AI infrastructure spending.
B of A Securities analyst Tal Liani raised the price target for Ciena Corp (CIEN) from $200 to $260 while keeping a Buy rating. Ciena shares closed at $242.37 on Thursday, already trading above the previous target as demand for optical networking equipment remains robust.
American Superconductor Corp (AMSC) also saw its target lifted, with Clear Street analyst Tim Moore boosting the price objective from $50 to $52 while maintaining a Buy rating. American Superconductor shares closed at $32.24 on Thursday.
Payments Under Pressure
Not all news was positive. Baird analyst Colin Sebastian delivered a one-two punch to PayPal Holdings Inc (PYPL), downgrading shares from Outperform to Neutral while slashing the price target from $83 to $66. PayPal shares closed at $61.69 on Thursday, trading below even the reduced target as the company faces intensifying competition in digital payments and questions about growth prospects.
Energy Sector Gets Modest Boost
Chevron Corp (CVX) received a slight upgrade from Mizuho analyst Nitin Kumar, who raised the price target from $204 to $206 while maintaining an Outperform rating. Chevron shares settled at $150.72 on Thursday. The $206 target implies roughly 37% upside from current levels, suggesting analysts see significant value in the energy major despite recent volatility in oil prices.
These analyst moves reflect the ongoing recalibration of expectations across sectors as companies navigate economic uncertainty, technological disruption, and evolving market dynamics. As always, price targets represent individual analyst opinions and shouldn't be viewed as guarantees of future performance.