Bernstein has published 260 price target changes across 125 S&P 500 large caps in our dataset. Of the revisions that moved a target up or down, 64% were increases.
Most recent revision: Sep 25, 2026
| Date | Ticker | Action | Target | Change |
|---|---|---|---|---|
| Sep 25, 2026 | COST Costco Wholesale Corporation | Lowers | $1144→$1143 | -0.1% |
| Sep 25, 2026 | MMM 3M Company | Raises | $145→$171 | +17.9% |
| Sep 25, 2026 | CF CF Industries Holdings, Inc. | Announces | $0→$162 | - |
| Sep 23, 2026 | RTX RTX Corporation | Lowers | $232→$223 | -3.9% |
| Sep 23, 2026 | NOC Northrop Grumman Corporation | Lowers | $653→$620 | -5.1% |
| Sep 23, 2026 | GD General Dynamics Corporation | Lowers | $421→$407 | -3.3% |
| Sep 17, 2026 | FTNT Fortinet, Inc. | Raises | $102→$145 | +42.2% |
| Sep 17, 2026 | PANW Palo Alto Networks, Inc. | Raises | $253→$351 | +38.7% |
| Sep 15, 2026 | GEV GE Vernova Inc. | Maintains | $1298→$1298 | 0.0% |
| Sep 9, 2026 | NEM Newmont Corporation | Lowers | $147→$144 | -2.0% |
| Sep 9, 2026 | FCX Freeport-McMoRan, Inc. | Lowers | $50→$47 | -6.0% |
| Sep 9, 2026 | LOW Lowe's Companies, Inc. | Lowers | $261→$254 | -2.7% |
| Sep 9, 2026 | HD Home Depot, Inc. (The) | Lowers | $354→$344 | -2.8% |
| Sep 4, 2026 | COST Costco Wholesale Corporation | Lowers | $1194→$1144 | -4.2% |
| Aug 27, 2026 | CRM Salesforce, Inc. | Raises | $173→$195 | +12.7% |
| Aug 27, 2026 | NVDA NVIDIA Corporation | Raises | $315→$400 | +27.0% |
| Aug 24, 2026 | ABNB Airbnb, Inc. | Raises | $168→$217 | +29.2% |
| Aug 21, 2026 | ROST Ross Stores, Inc. | Raises | $230→$240 | +4.3% |
| Aug 20, 2026 | ADI Analog Devices, Inc. | Raises | $430→$465 | +8.1% |
| Aug 14, 2026 | PH Parker-Hannifin Corporation | Raises | $1037→$1218 | +17.5% |
| Aug 14, 2026 | ROK Rockwell Automation, Inc. | Raises | $501→$514 | +2.6% |
| Aug 14, 2026 | EMR Emerson Electric Company | Raises | $169→$186 | +10.1% |
| Aug 14, 2026 | AMAT Applied Materials, Inc. | Raises | $675→$700 | +3.7% |
| Aug 6, 2026 | AMGN Amgen Inc. | Raises | $335→$345 | +3.0% |
| Aug 3, 2026 | CVX Chevron Corporation | Raises | $204→$209 | +2.5% |
| Aug 3, 2026 | RTX RTX Corporation | Raises | $213→$232 | +8.9% |
| Aug 3, 2026 | LIN Linde plc | Raises | $559→$564 | +0.9% |
| Jul 31, 2026 | WMT Walmart Inc. | Lowers | $145→$142 | -2.1% |
| Jul 31, 2026 | TGT Target Corporation | Raises | $124→$135 | +8.9% |
| Jul 31, 2026 | DLTR Dollar Tree, Inc. | Raises | $124→$127 | +2.4% |
| Jul 31, 2026 | LYV Live Nation Entertainment, Inc. | Raises | $200→$215 | +7.5% |
| Jul 31, 2026 | AMZN Amazon.com, Inc. | Raises | $315→$320 | +1.6% |
| Jul 30, 2026 | MSFT Microsoft Corporation | Raises | $646→$647 | +0.2% |
| Jul 23, 2026 | GEV GE Vernova Inc. | Raises | $1206→$1298 | +7.6% |
| Jul 23, 2026 | GE GE Aerospace | Raises | $405→$421 | +4.0% |
| Jul 23, 2026 | TXN Texas Instruments Incorporated | Raises | $250→$290 | +16.0% |
| Jul 23, 2026 | NOW ServiceNow, Inc. | Raises | $236→$248 | +5.1% |
| Jul 22, 2026 | MMM 3M Company | Raises | $140→$145 | +3.6% |
| Jul 22, 2026 | MSFT Microsoft Corporation | Maintains | $646→$646 | 0.0% |
| Jul 21, 2026 | UPS United Parcel Service, Inc. | Raises | $130→$133 | +2.3% |
Names Bernstein has revised most often, shown with its latest target and the implied move from the current share price.
A. Our dataset contains 260 price target changes published by Bernstein across 125 S&P 500 large caps. Of the moves that raised or lowered a target, 64% were increases. The most recent entry is dated Sep 25, 2026.
A. Bernstein has issued 209 target changes in the last 12 months within our watchlist. The table above lists the 40 most recent, including the prior and revised target for each name.
A. A single firm's target is one opinion. The stock pages on Analyst Signal show the consensus mean target across all covering analysts, which is usually a more stable reference point than any individual revision.
Data provided by Yahoo Finance. This information is for informational purposes only and does not constitute investment advice. We bear no legal responsibility for any investment decisions made based on this data.