EverHint — Analyst Estimates & Ratings - October 30, 2025 (mid-session, PDT)
October 30, 2025 (mid-session, PDT)
Summary & Sentiment
- Flow: 298 notes today across upgrades, downgrades, initiations, reiterations and price-target changes.
- Skew: Constructive — ~137 positive versus ~24 negative, with heavy tilt toward price-target increases.
- Activity leaders: UBS, Goldman Sachs, Cowen, Bernstein, Citi, RBC, KeyBanc, Needham.
Read: A mild optimism bias — more PT hikes than cuts; however rating change volume remains modest (17 upgrades vs 19 downgrades).
Notable Upgrades & Target Raises
- Teradyne, Inc. (TER) — Price target raised to $200 from $165 at UBS; Buy maintained. link
- Teradyne — Price target raised to $186 from $161 at Northland Capital Markets; Outperform maintained. link
- SS&C Technologies Holdings, Inc. (SSNC) — UBS reiterates Buy rating and holds target at $112. link
- SS&C Technologies — Jefferies Financial Group raises target to $105 from $98, Buy rating maintained. link
Notable Downgrades
- Teradyne, Inc. — Goldman Sachs maintains “Sell” rating but raises target to $148 from $130. link
Reiterations / Maintains (Selected)
- SS&C Technologies — Buy rating maintained at UBS, target $112.
Vlad’s Take (EverHint)
- Tone: Positive — heavier weight of PT increases and reiterations of Buy reflect underlying momentum.
- Interpretation: Analysts appear confident in selective growth names (e.g., TER, SSNC) rather than broad sector upgrade spree.
- Watch-list:
- Teradyne — Amplified AI demand narrative, high target raises across firms.
- SS&C Technologies — Consistent upgrades/target lifts, though no major rating change.
- Caveat: Though sentiment is positive, rating changes are still modest; many moves are “same rating with higher target.” That suggests confidence in growth, but not necessarily sweeping conviction shifts.
Independent research. No hype, no pumps, no paid promotions — only the data and recent news.