Monday brought a wave of analyst downgrades across multiple sectors, with four companies finding themselves on the receiving end of reduced expectations from Wall Street's research desks.
The most dramatic move came from Barclays analyst Adam Seiden, who downgraded AECOM (ACM) from Overweight to Equal-Weight. The price target cut was substantial, dropping from $135 to $100. The stock closed Friday at $96.68, already trading below the new target.
Over in the fintech space, William Blair analyst Dylan Becker downgraded Clearwater Analytics Holdings, Inc. (CWAN) from Outperform to Market Perform. The firm is essentially stepping back from its bullish call, moving to a more cautious wait-and-see position. Clearwater Analytics shares closed at $22.25 on Friday.
Amicus Therapeutics, Inc. (FOLD) also faced a downgrade, with Citigroup analyst Samantha Semenkow moving the biotech stock from Buy to Neutral. Along with the rating change, Semenkow cut the price target from $17 to $14.50. The stock closed Friday at $14.18, trading slightly below the new target.
Rounding out Monday's downgrades, Raymond James analyst Matt Roberts moved Sealed Air Corporation (SEE) from Strong Buy to Market Perform. That's a significant shift in conviction, going from one of the most bullish ratings to a neutral stance. Sealed Air shares closed at $41.28 on Friday.
These rating changes reflect shifting analyst sentiment as market conditions evolve. When firms like Barclays and Citigroup pull back their price targets and ratings, it often signals concerns about near-term performance, valuation, or competitive dynamics. For investors holding these stocks, these downgrades are worth noting, though they represent opinions rather than guarantees about future performance.




