Analyst Updates: Sept 25, 2026
Analysts showed selective bullishness on Sept 25, 2026, with positive calls in tech, healthcare, and industrials. 3M (MMM) was upgraded to Market Perform with a $171 target. ACADIA (ACAD) saw multiple target cuts. Akamai (AKAM) received several target raises. Apple (AAPL) kept Outperform. Chevron (CVX) target raised to $250. Costco (COST) had mixed ratings.
How this was made
The 30-second read
Why it matters
While individual upgrades/downgrades provide localized signals, the aggregate suggests a modestly bullish tone for the covered sectors.
Market read
The collection of rating changes offers short-term trading ideas but lacks a single, market-moving catalyst.
What to watch
Some target cuts reflect underlying business challenges not captured by rating changes.
Background
The article compiles recent analyst rating and price target updates for a wide range of North American stocks.
Ticker impact
Sanford C. Bernstein upgraded 3M from Underperform to Market Perform and raised the price target to $171.
likely upward pressure as investors price in the higher target.
Analyst upgrade with a higher target often triggers buying.
UBS and HC Wainwright reiterated Buy ratings for Abeona Therapeutics.
minimal immediate move; price may stay flat.
No change in rating or target, just reaffirmation.
Multiple analysts lowered price targets for ACADIA Pharmaceuticals, keeping Buy ratings.
potential downside pressure.
Lower targets from several banks can weigh on the stock.
JPMorgan raised Accenture's price target to $200 from $179, maintaining Overweight.
likely modest upside.
Higher target from a major bank can attract buying.
Bank of America, UBS, Guggenheim, TD Cowen, JPMorgan, Piper Sandler and DA Davidson issued various target raises and rating actions for Akamai Technologies.
potential upward pressure.
Broad analyst support often translates to price gains.
Raymond James reiterated an Outperform rating for Alaska Air Group.
little immediate impact.
Reiteration without target change is unlikely to move price.
Jefferies upgraded Aligos Therapeutics to Strong Buy.
possible short-term upside.
Strong Buy upgrades are relatively rare and can lift price.
Citigroup lowered Ally Financial's price target to $50 from $58, maintaining Buy.
downward pressure likely.
Lower target from a major bank can depress the stock.
Market effects
Broad analyst upgrades across tech and industrials may lift sector sentiment.
U.S. equities could see modest gains in the morning session.
Limited; primarily U.S. market focus.
Counterpoint
Many upgrades may be premature if earnings disappoint later in the quarter.
Key entities
- AnalystSanford C. Bernstein
Provided upgrade for 3M.
- AnalystJefferies
Upgraded Aligos Therapeutics to Strong Buy.
