Core Viewpoint - The article summarizes key analyst rating adjustments that are closely watched by Wall Street and can influence market trends, highlighting significant upgrades, downgrades, and new coverage ratings for various companies [1][5]. Upgraded Ratings - Aritet Investment upgraded Shopify (SHOP) from Neutral to Buy, raising the target price from $166 to $175, citing attractive valuation after recent weakness [6]. - William Blair upgraded Palantir (PLTR) from Market Perform to Outperform ahead of its earnings report, emphasizing valuation advantages as the core reason for the upgrade [6]. - BTIG raised McDonald's (MCD) rating from Neutral to Buy with a target price of $360, noting that research on franchisees indicates effective promotional strategies are driving customer traffic growth [6]. - JPMorgan upgraded Autodesk (ADSK) from Neutral to Overweight, maintaining a target price of $319, due to differentiated fundamentals in the vertical software as a service sector [6]. - JPMorgan raised Church & Dwight (CHD) from Underweight to Neutral, increasing the target price from $92 to $100, believing that business adjustments will lead to better sales growth [6]. Downgraded Ratings - JPMorgan downgraded Best Buy (BBY) from Overweight to Neutral, significantly lowering the target price from $99 to $76, anticipating an "unfavorable" earnings report for Q4 [6]. - Leith Wheeler downgraded BioNTech (BNTX) from Outperform to Market Perform, slightly raising the target price from $112 to $113, while expressing long-term optimism about the company's differentiated R&D potential [6]. - Canadian Imperial Bank downgraded Fortinet (FTNT) from Outperform to Sector Perform, maintaining a target price of $85, expressing caution about the stock's performance in 2026 [6]. - HSBC downgraded Chevron (CVX) from Buy to Hold, raising the target price from $169 to $180, citing valuation factors as the main reason for the downgrade [6]. - Morgan Stanley downgraded Humana (HUM) from Equal Weight to Underweight, significantly lowering the target price from $262 to $174, citing risks related to bidding strategies and policies affecting profit margin recovery [6]. New Coverage Ratings - Jefferies initiated coverage on Micron Technology (MU) with a Buy rating and a target price of $500, believing that the company's fourth-generation high-bandwidth memory (HBM4) will capture market share post Q2 [6]. - Morgan Stanley initiated coverage on Circle Network (CRCL) with an Equal Weight rating and a target price of $66, indicating that higher valuations are unlikely until stablecoin technology becomes more widely adopted [6]. - Citizens Bank initiated coverage on Stewart Information (STC) with an Outperform rating and a target price of $80, citing significant attractiveness at current valuation levels [6]. - Wells Fargo initiated coverage on Praxis Precision Medicines (PRAX) with an Equal Weight rating and a target price of $282, noting uncertainty regarding the approval prospects of the drug ulixacaltamide [6]. - Craig-Hallum initiated coverage on Simon Group (THR) with a Buy rating and a target price of $60, highlighting the company's improved business conditions and diversification benefiting from data center cooling technology trends [6].

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: JPMorgan upgraded Church & Dwight (CHD) to Neutral from Underweight with a price target of $100, up from $92. JPMorgan believes Church & Dwight's reshaped portfolio will yield better sales growth.JPMorgan upgraded Autodesk (ADSK) to Overweight from Neutral with an unchanged price target of $319. The firm adjusted ...

Core Viewpoint - Baillie Gifford continues to focus on technology and growth sectors, maintaining a global perspective despite a reduction in total assets held to $120 billion, down $15 billion from the previous quarter [1]. Holdings Overview - As of Q4 2025, Baillie Gifford holds a total of 265 companies with assets amounting to $120 billion, reflecting a decrease of $15 billion from Q3 [1]. Top Holdings - The firm remains heavily invested in global technology and consumer giants, with a notable emphasis on Latin American e-commerce platform MercadoLibre, and Nvidia leading the portfolio, indicating confidence in the long-term potential of AI infrastructure [4]. Top Buys - Significant increases in holdings include: - Axon Enterprise (AXON) with an additional investment of $860 million - Medline Inc (MDLN) with $437 million - Rocket Lab (RKLB) with $399 million - Google-A (GOOGL) with $373 million - Duolingo (DUOL) with $357 million - The firm shows strong interest in vertical technology sectors, particularly in safety technology and education [5][6]. Top Sells - The firm has reduced its positions in: - Datadog Inc (DDOG) by $1.01 billion - Cloudflare (NET) by $990 million - Shopify (SHOP) by $680 million - BioNTech SE (BNTX) by $630 million - Meta Platforms (META) by $590 million - This indicates a strategic retreat from cloud computing and vaccine-related companies, likely based on valuation and growth switching logic [7][8]. New Positions - New investments include: - Medline Inc (MDLN) with $437 million - United Therapeutics (UTHR) with $157 million - MongoDB (MDB) with $112 million - BillionToOne (BLLN) with $104 million - Silvergate Capital (SVM) with $35 million - The new positions reflect Baillie Gifford's exploration in emerging fields such as rare disease treatment and databases, showcasing a commitment to long-term tracking in technology and healthcare [9][10].

Group 1: Company Overview - Spotify was founded in 2006 and went public in 2018, but its shares have recently declined by approximately 35% since peaking last June due to various issues including the introduction of 'AI artists' and controversies over royalty payments [1] - The company offers a subscription model with over 100 million songs, 7 million podcasts, and a growing list of audiobooks, reaching 713 million monthly active users (MAUs) in Q3 2025, which is an 11% year-over-year increase [2][3] Group 2: Financial Performance - Spotify's premium subscribers reached 281 million, marking a 12% year-over-year growth [2] - The company has been raising subscription prices, with the new price set to increase from $11.99 to $12.99 starting in February [8] Group 3: Analyst Insights - Goldman Sachs analyst Eric Sheridan sees long-term strength in Spotify, citing factors such as steady premium subscription price increases, new premium pricing tiers, healthy MAU growth, and reacceleration of advertising revenue growth [9] - Sheridan has a Buy rating on Spotify with a price target of $700, indicating a potential upside of 39% over the next year, while the consensus rating on the Street is a Strong Buy based on 25 analyst reviews [9]

BioNTech SE (NASDAQ:BNTX) ranks among the best high growth European stocks to buy. On January 16, Goldman Sachs upgraded BioNTech SE (NASDAQ:BNTX) from Neutral to Buy and boosted its price target from $115 to $142, highlighting the company’s key position in oncology. According to the firm, BioNTech SE (NASDAQ:BNTX) stands “at the nexus of significant developments occurring in the oncology field,” particularly in next-generation immuno-oncology and antibody-drug conjugates (ADCs). Zoetis (ZTS) Hits New 52- ...

We came across a bullish thesis on BioNTech SE on Lux Opes Research’s Substack. In this article, we will summarize the bulls’ thesis on BNTX. BioNTech SE's share was trading at $118.00 as of January 26th. BNTX’s trailing and forward P/E were 166.87 and 7.04 respectively according to Yahoo Finance. Adaptive Biotechnologies (ADPT) Hits 3-Year High. Here's Why Pressmaster/Shutterstock.com BioNTech SE, a biotechnology company, develops and commercializes immunotherapies to treat cancer and infectious diseas ...

Mainz, Germany, January 28, 2026 (GLOBE NEWSWIRE) – BioNTech SE (Nasdaq: BNTX, “BioNTech” or “the Company”) announced today that the Supervisory Board has appointed Kylie Jimenez to the Management Board as Chief People Officer (“CPO”) effective March 1, 2026. The appointment is in line with BioNTech’s strategy to become a multi-product oncology company by 2030 and underscores the importance of its global, highly skilled workforce in achieving this objective. In the newly created Management Board role, Kylie ...

Looking to beat the market over the next five years? Here's one strategy to adopt: Invest in stocks that have not performed well recently but boast attractive prospects. Two intriguing corporations to consider now are Viking Therapeutics (NASDAQ: VKTX) and BioNTech (NASDAQ: BNTX). These biotech companies are somewhat risky, but after terrible performances in 2025, both could rebound this year and deliver strong returns through 2031. Allow me to explain. Where to invest $1,000 right now? Our analyst team j ...

Core Viewpoint - BioNTech SE shares experienced an 11.8% increase, attributed to significant trading volume and a 12.1% gain over the past four weeks [1][2] Group 1: Stock Performance - The stock closed at $118 after a notable rally [1] - The recent increase follows the FDA granting Fast Track designation to BioNTech's investigational mRNA cancer immunotherapy, BNT113, for treating HPV16+ head and neck squamous cell carcinoma [2] Group 2: Financial Expectations - The company is projected to report a quarterly loss of $0.57 per share, reflecting a year-over-year decline of 149.6% [3] - Expected revenues are $860.92 million, down 32.2% from the same quarter last year [3] Group 3: Earnings Estimates and Stock Trends - The consensus EPS estimate for BioNTech has remained unchanged over the last 30 days, indicating a potential lack of upward momentum in stock price without earnings estimate revisions [4] - The stock currently holds a Zacks Rank of 2 (Buy), suggesting positive sentiment in the market [5]

Core Insights - BioNTech is shifting its focus back to oncology, leveraging its mRNA technology for cancer treatment [2][5] - Goldman Sachs upgraded BioNTech from Neutral to Buy, citing the company's potential in cancer treatment [2][5] - BioNTech has a substantial cash reserve of $17 billion to support late-stage development [2][5] Company Performance - BioNTech has delivered five billion doses of its COVID-19 vaccine globally, reaching over 180 countries [3][5] - The company is conducting 25 clinical trials with 16 clinical programs currently in progress [3][5] - Despite a recent stock price decrease of 2.80%, the current price is $106.07, with a market capitalization of approximately $25.51 billion [4]