February 4, 2026
Finance

Key Analyst Downgrades Impact Major Stocks Including PayPal and Booking Holdings

Notable shifts in analyst ratings highlight evolving perspectives on market leaders amid changing investment climates

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Summary

Recent evaluations from prominent Wall Street analysts reveal a series of downgrades across several significant stocks, notably including PayPal Holdings Inc., Alpha Metallurgical Resources Inc., Booking Holdings Inc., Webster Financial Corporation, and Peakstone Realty Trust. These adjustments illustrate a reassessment of stock valuations and growth prospects in varied sectors, affecting investor sentiment and strategic positioning.

Key Points

Analyst Joseph Vafi downgraded PayPal from Buy to Hold and cut the price target from $100 to $42.
Peakstone Realty Trust was downgraded from Buy to Hold by Anthony Hau, though with a raised price target from $19 to $21.
Alpha Metallurgical Resources saw a downgrade from Buy to Neutral with a slight price target reduction by Nick Giles.
Webster Financial's rating changed from Overweight to Equal-Weight with a $73 price target set by Matt Breese.

Over the latest trading sessions, a number of high-profile stock ratings experienced changes as leading analysts recalibrated their outlooks for several market names. These rating adjustments, predominantly downgrades, reflect shifts in confidence concerning the potential returns and risk profiles of certain equities, and provide insight into current analyst evaluations within key industry sectors.

PayPal Holdings Inc. (NASDAQ: PYPL) has notably seen its standing revised by Canaccord Genuity analyst Joseph Vafi, who shifted the recommendation from Buy to Hold. Alongside the rating change, the price target was reduced substantially from $100 to $42, signaling a significant tempering of expectations. PayPal's shares closed at $41.70 on the previous Tuesday, closely aligning with this new price target. This adjustment suggests caution regarding PayPal's near-term growth trajectory or valuation levels.

Meanwhile, Peakstone Realty Trust (NYSE: PKST) underwent a downgraded stance from Buy to Hold by Truist Securities analyst Anthony Hau. However, Hau simultaneously raised the price target from $19 to $21, indicating a nuanced view where intrinsic value estimation has improved despite a less aggressive buy recommendation. Peakstone Realty Trust shares concluded trading at $20.78 recently, indicating market prices near this revised valuation.

In the resources sector, Alpha Metallurgical Resources Inc. (NYSE: AMR) was re-evaluated by B. Riley Securities analyst Nick Giles, who lowered the recommendation from Buy to Neutral and modestly adjusted the price target marginally downward from $204 to $203. Shares of Alpha Metallurgical Resources closed at $210.83 preceding the announcement, noting a modest premium over the price target. This move reflects a calibrated moderation in enthusiasm while maintaining near-term valuation expectations.

Financial services company Webster Financial Corporation (NYSE: WBS) saw its analyst rating altered by Stephens & Co. analyst Matt Breese. The stance shifted from Overweight to Equal-Weight, accompanied by a set price target of $73. At the close prior, Webster Financial shares were trading at $71.95, effectively near the analyst’s projected valuation. The change points to a balanced outlook on the stock's risk-reward profile amid current market conditions.

Lastly, Booking Holdings Inc. (NASDAQ: BKNG) was downgraded by Citizens analyst Matthew Condon from Market Outperform to Market Perform. Booking’s stock price closed at $4,644.64 on the preceding Tuesday, indicating a strong market capitalization despite the more tempered rating. This adjustment could hint at expectations for more moderate performance relative to broader market or sector benchmarks.


These revisions reflect diverse analyst perspectives on the evolving dynamics of each company’s sector and individual fundamentals. Investors are advised to consider these views alongside their own risk tolerance and investment objectives.

Current Stock Closing Prices:

  • PayPal Holdings Inc.: $41.70
  • Peakstone Realty Trust: $20.78
  • Alpha Metallurgical Resources Inc.: $210.83
  • Webster Financial Corporation: $71.95
  • Booking Holdings Inc.: $4,644.64

Analysts employ varied price targets and rating scales, which provide signal guidance to market participants but come with inherent uncertainties. These perspectives factor in company earnings expectations, broader sector trends, and macroeconomic conditions that may influence stock performance.

Risks
  • The lowered price targets and ratings reflect uncertainties about growth and valuation prospects for the downgraded stocks.
  • Market conditions and sector-specific challenges could influence the future performance of these companies.
  • The close alignment of share prices with revised targets indicates limited upside in the short term according to these analysts.
  • Investor sentiment may be impacted by the lowered ratings, increasing stock price volatility.
Disclosure
Education only / not financial advice
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Ticker Sentiment
PYPL - negative PKST - neutral AMR - neutral WBS - neutral BKNG - neutral
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