Analysts Upgrade Palantir and Morgan Stanley Ratings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 20 2026
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Source: seekingalpha
- Palantir Upgrade: Envision Research upgraded Palantir Technologies (PLTR) from Hold to Buy, citing a significant slowdown in insider selling and upcoming Q4 catalysts like AI-driven government contracts and potential defense budget increases that could enhance performance.
- Morgan Stanley Rating Change: Bay Area Ideas upgraded Morgan Stanley (MS) from Sell to Hold, acknowledging strong Q4 fundamentals with 10% revenue growth and 21% EPS growth, but raised concerns about high valuation that may not fully reflect the company's solid fundamentals.
- Johnson & Johnson Downgrade: Mike Zaccardi downgraded Johnson & Johnson (JNJ) from Buy to Hold, noting that after a 50% rally over the past year, the stock now trades above 21x forward EPS, indicating limited margin of safety despite solid fundamentals.
- Tripadvisor Downgrade: Gary Alexander downgraded Tripadvisor (TRIP) from Hold to Sell, pointing out deteriorating fundamentals and negative growth in its core segment, suggesting investors should lock in losses and seek better opportunities elsewhere.
Analyst Views on JNJ
Wall Street analysts forecast JNJ stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for JNJ is 218.50 USD with a low forecast of 190.00 USD and a high forecast of 240.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
20 Analyst Rating
13 Buy
7 Hold
0 Sell
Moderate Buy
Current: 221.490
Low
190.00
Averages
218.50
High
240.00
Current: 221.490
Low
190.00
Averages
218.50
High
240.00
About JNJ
Johnson & Johnson and its subsidiaries are engaged in the research and development, manufacture, and sale of a range of products in the healthcare field. The Company’s segments include Innovative Medicine and MedTech. The Innovative Medicine segment is focused on various therapeutic areas, including immunology, infectious diseases, neuroscience, oncology, pulmonary hypertension, cardiovascular and metabolism. Its products include REMICADE (infliximab), SIMPONI (golimumab), SIMPONI ARIA (golimumab), STELARA (ustekinumab), TREMFYA (guselkumab), EDURANT (rilpivirine), and INVEGA SUSTENNA/XEPLION (paliperidone palmitate). The MedTech segment includes a portfolio of products used in cardiovascular, orthopedics, surgery, and vision categories. The Cardiovascular portfolio includes electrophysiology products to treat heart rhythm disorders and circulatory restoration products (Shockwave) for the treatment of calcified coronary artery disease (CAD) and peripheral artery disease (PAD).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
