January 8, 2026
Finance

Wall Street Revisions Signal Potential Shifts for Major Tech and Realty Stocks

Highlighted uplifts in Alphabet and Airbnb forecasts contrast with downgrades across other key equities as analysts recalibrate targets on market signals

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Summary

Recent analyst updates reveal a notable shift in outlooks across a selection of significant stocks, including Alphabet, Airbnb, and others within both the tech and real estate sectors. These changes encompass increases in price targets and upgrades in ratings, alongside some downgrades, reflecting evolving investor sentiment and market dynamics.

Key Points

Alphabet's price target increased from $310 to $370, upgraded from Neutral to Overweight by Cantor Fitzgerald.
Airbnb's price target raised from $117 to $141, rating upgraded from Underweight to Neutral.
Abivax SA’s price target increased from $120 to $150 with a maintained Buy rating.
Several firms including CoStar, Albertsons, Ventyx Biosciences, PotlatchDeltic, and Intuit saw price target reductions and rating downgrades reflecting cautious outlooks.

Wall Street analysts have revised their assessments on several prominent stocks, reflecting fluctuating expectations amid current market conditions. Among the notable movements, technology giant Alphabet Inc (NASDAQ: GOOGL) received an increased price target and an upgraded rating, suggesting growing confidence in its future prospects. Similarly, Airbnb Inc (NASDAQ: ABNB) saw its valuation outlook improve, indicating an anticipated upward trend in its market performance.

Starting with Alphabet, Cantor Fitzgerald analyst Deepak Mathivanan raised the company's price target from $310 to $370 while upgrading the rating from Neutral to Overweight. This shift demonstrates a newfound optimism in Alphabet's trajectory. Alphabet's closing price stood at $322.03 as of the prior trading session.

Airbnb experienced a parallel upgrade from Cantor Fitzgerald, with Mathivanan boosting the price target from $117 to $141 and moving the rating from Underweight to Neutral. This alters the perception from a cautious view to one of moderate confidence. The stock closed at $137.04 on the last trading day.

In the biotechnology sector, Abivax SA (NASDAQ: ABVX) witnessed a price target rise from $120 to $150 by BTIG analyst Julian Harrison, who maintained a Buy rating. This indicates sustained positive sentiment about the company’s outlook, with recent closing quotes placed at $126.48.

Conversely, some sectors faced lowered expectations. Citizens analyst Andrew Boone decreased the price target for CoStar Group Inc (NASDAQ: CSGP) from $100 to $78, albeit maintaining a Market Outperform rating, highlighting a tempered but still positive stance. The stock closed at $61.66.

Further downward adjustments included retail chain Albertsons Companies Inc (NYSE: ACI), whose price target was lowered by Telsey Advisory Group’s Joseph Feldman from $24 to $22, while retaining an Outperform rating. Albertsons ended the session at $16.09.

Additional price target cuts came from Canaccord Genuity on Ventyx Biosciences Inc (NASDAQ: VTYX), reducing the target from $16 to $14 and downgrading the stock from Buy to Hold. The closing price was $13.73. BMO Capital’s Ketan Mamtora lowered PotlatchDeltic Corp (NASDAQ: PCH) target from $51 to $45 and dropped the rating from Outperform to Market Perform, with shares closing at $40.00.

Financial services firm Wells Fargo reduced its price target for Intuit Inc (NASDAQ: INTU) significantly from $840 to $700 and downgraded its rating from Overweight to Equal-Weight. Intuit’s shares ended at $651.15.

On a more favorable note, Piper Sandler increased General Motors Co (NYSE: GM) price target from $66 to $98 and upgraded the rating from Neutral to Overweight. GM shares closed at $81.91, suggesting increased analyst confidence in the automotive company's growth potential.

Terreno Realty Corp (NYSE: TRNO), a player in the real estate sector, received a modest increase in price target from $63 to $64 by Baird analyst David Rodgers, alongside an upgrade from Neutral to Outperform. The stock closed at $59.10.

These analyst updates offer investors a mixed view, where some tech and real estate names are enjoying more favorable predictions and others are facing cautionary reassessments. Investors should weigh these revised ratings and price targets carefully, considering their fit within their portfolios and risk tolerance.

Risks
  • Price targets and ratings represent analysts' opinions and are subject to change based on market developments.
  • Analyst downgrades and lowered price targets indicate possible headwinds or underperformance risks for certain stocks.
  • Investors must consider that ratings upgrades do not guarantee actual stock price appreciation.
  • Market volatility and sector-specific factors may influence the outcomes beyond analyst projections.
Disclosure
Education only / not financial advice
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Ticker Sentiment
GOOGL - positive ABNB - positive ABVX - positive CSGP - negative ACI - negative
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