Recent shifts in analyst sentiment have led to significant adjustments in price targets and ratings for several prominent companies. This overview summarizes key revisions from top Wall Street firms, impacting corporations such as Honeywell, Rocket Lab, Shift4 Payments, and Kraft Heinz. Investors are closely monitoring these changes as they reflect evolving market expectations and potential future performance across diverse industries.
On Thursday, January 15, 2026, a series of notable changes in analyst ratings were announced. Deutsche Bank revised its outlook on Shift4 Payments Inc (NYSE: FOUR), lowering its price target from $100 to $65 and downgrading the stock from 'Buy' to 'Hold.' This move followed the company's shares closing at $65.91.
Conversely, Morgan Stanley showed increased confidence in Rocket Lab Corp (NASDAQ: RKLB), elevating its price target from $67 to $105 and upgrading the stock from 'Equal-Weight' to 'Overweight.' Rocket Lab's shares finished the trading day at $90.76. Morgan Stanley also adjusted its stance on Kraft Heinz Co (NASDAQ: KHC), reducing the price target from $27 to $24 and moving the rating from 'Equal-Weight' to 'Underweight.' Kraft Heinz closed at $24.25.
Truist Securities altered its valuation for Penumbra Inc (NYSE: PEN), increasing the price target from $370 to $374, but simultaneously downgraded the stock from 'Buy' to 'Hold.' Penumbra’s shares ended at $350.49. Needham offered a more optimistic view for Advanced Energy Industries Inc (NASDAQ: AEIS), raising its price target from $225 to $290 and maintaining a 'Buy' rating. Advanced Energy closed at $257.29.
B of A Securities slightly reduced its price target for Ermenegildo Zegna NV (NYSE: ZGN) from $11.5 to $11.2, downgrading the stock from 'Buy' to 'Neutral.' Ermenegildo Zegna shares settled at $11.02. Morgan Stanley also impacted MGM Resorts International (NYSE: MGM), cutting its price target from $40 to $33 and downgrading the stock from 'Equal-Weight' to 'Underweight.' MGM Resorts closed at $35.41.
A significant upgrade came for Honeywell International Inc. (NASDAQ: HON), as JP Morgan increased its price target from $218 to $255 and upgraded the stock from 'Neutral' to 'Overweight.' Honeywell shares closed at $215.02. Additionally, Keefe, Bruyette & Woods raised the price target for The Goldman Sachs Group, Inc. (NYSE: GS) from $971 to $1,000, while maintaining a 'Market Perform' rating. Goldman Sachs shares settled at $975.86. Lastly, Mizuho adjusted its target for FMC Corporation (NYSE: FMC), lowering it from $24 to $21 but keeping an 'Outperform' rating. FMC shares closed at $15.48.
These comprehensive analyst evaluations provide crucial insights for market participants. Investors frequently monitor such adjustments to gauge expert opinions on companies' financial prospects and market positions, influencing investment decisions and portfolio strategies.