Fintel News

Mizuho Upgrades Invitation Homes to Outperform from Neutral

2026-09-21T13:51:34Z

Fintel reports that on September 21, 2026, Mizuho upgraded their outlook for Invitation Homes (NYSE:INVH) (BMV:INVH) from Neutral to Outperform. This upgrade follows a prior action on June 17, 2026, when Mizuho maintained its Neutral rating on the stock.

Invitation Homes Inc., based in the United States, operates primarily in the real estate industry, specializing as a leading owner, manager, and developer of single-family rental homes. Founded in 2012, the company has rapidly expanded its footprint and now boasts a significant portfolio of properties across various American states, offering high-quality updated homes for lease. The company's stock closed at $26.91 on September 18, 2026, which was also the pre-action close. This latest close represents a price change of -2.29% over one week, compared to a baseline close of $27.54 on September 11, 2026. Over a one-month period, the stock experienced a price change of -9.45% from a baseline close of $29.72 on August 18, 2026.

In its latest earnings report on July 29, 2026, Invitation Homes reported an actual EPS of 0.37, exceeding the estimated EPS of 0.1771, which represents a surprise of +108.92%. The company's actual revenue for the quarter was $747,550,000.00, compared to the estimated revenue of $712,328,281.00. Other recent analyst actions include Scotiabank maintaining its Sector Perform rating on September 17, 2026, and JP Morgan maintaining its Overweight rating on August 25, 2026.

Separately from Mizuho's individual rating action, the current consensus target mean for the stock was $33.76, with a median target of $33.66 as of September 15, 2026. This mean target represents an implied change of +25.44% from the stock's pricing. The prior consensus target mean was $33.71 as of August 28, 2026, reflecting a consensus target revision of +0.14%. As of the current recommendation period on September 1, 2026, the aggregate analyst recommendations consisted of 4 strong buy, 13 buy, 14 hold, 0 sell, and 0 strong sell ratings, totaling 31 recommendations. This breakdown shows 54.8% positive, 45.2% hold, and 0.0% negative recommendations, which remained unchanged from the prior recommendation period on August 1, 2026.

Recent analyst actions

Recent analyst upgrades, downgrades, initiations, and maintained ratings
Date	Analyst	Prior	Latest recommendation	Action
September 21, 2026	Mizuho	Neutral	Outperform	upgrade
September 17, 2026	Scotiabank	Sector Perform	Sector Perform	maintained
August 25, 2026	JP Morgan	Overweight	Overweight	maintained

Rothschild & Co Initiates Coverage of CoreWeave at Sell

2026-09-21T12:31:40Z

Fintel reports that on September 21, 2026, Rothschild & Co initiated coverage of CoreWeave (NASDAQGS:CRWV) (BIT:1CRWV) with a Sell recommendation.

Prior to this rating action, CoreWeave's stock closed at $81.36 on September 18, 2026. The stock has recently declined, showing a price change of -8.57% over one week, compared to a baseline close of $88.99 on September 11, 2026. Over a one-month period, the stock price changed by -12.68% from a baseline close of $93.17 on August 18, 2026. The latest close was also recorded at $81.36 on September 18, 2026.

This individual rating from Rothschild & Co differs from the broader consensus target price data. As of September 15, 2026, the current consensus target mean for CoreWeave was $146.88, with a median target of $153.00. This mean target implies a change of +80.53% from recent levels. The prior consensus target mean was $146.64 as of August 28, 2026, representing a consensus target revision of +0.17%.

CoreWeave last reported quarterly earnings on August 11, 2026. The company reported an actual EPS of -1.03, compared to the estimated EPS of -1.2303. Actual revenue for the quarter was $2,575,000,000.00, which was below the estimated revenue of $2,611,109,097.00.

In the recommendation period ending September 1, 2026, the aggregate analyst recommendations consisted of 10 strong buy, 22 buy, 12 hold, 1 sell, and 1 strong sell ratings, totaling 46 recommendations. This represented 69.6% positive, 26.1% hold, and 4.3% negative recommendations. In the prior period ending August 1, 2026, there were 45 total recommendations, including 10 strong buy, 21 buy, 12 hold, 1 sell, and 1 strong sell ratings, representing 68.9% positive, 26.7% hold, and 4.4% negative recommendations. Other recent analyst actions include Rosenblatt maintaining a Buy rating on September 18, 2026, and Truist Securities maintaining a Buy rating on August 24, 2026.

Recent analyst actions

Recent analyst upgrades, downgrades, initiations, and maintained ratings
Date	Analyst	Prior	Latest recommendation	Action
September 21, 2026	Rothschild & Co		Sell	initiated coverage
September 18, 2026	Rosenblatt	Buy	Buy	maintained
August 24, 2026	Truist Securities	Buy	Buy	maintained

Evercore ISI Group Upgrades Macerich to Outperform from In-Line

2026-09-21T10:36:08Z

Fintel reports that on September 21, 2026, Evercore ISI Group upgraded their outlook for Macerich (NYSE:MAC) (DB:M6G) from In-Line to Outperform.

This rating action follows a prior action on August 18, 2026, when Evercore ISI Group maintained its In-Line rating for the company. In other recent analyst activities, Piper Sandler upgraded Macerich from Neutral to Overweight on August 27, 2026.

The Macerich Company, based in the United States, is a real estate investment trust focusing primarily on the ownership and management of shopping centers. The company specializes in premier malls and shopping centers in densely populated, affluent regions, with key projects including Tysons Corner Center in Virginia and Scottsdale Fashion Square in Arizona.

On August 4, 2026, Macerich reported its latest earnings. The actual earnings per share (EPS) was -0.1, compared to the estimated EPS of -0.0572. The company's actual revenue for the period was $249,707,000.00, compared to the estimated revenue of $238,499,763.00.

Prior to the rating action, Macerich's stock closed at $22.63 on September 18, 2026. The stock's price change over one week was +0.09%, relative to a baseline close of $22.61 on September 11, 2026. Over a one-month period, the price change was -7.37%, relative to a baseline close of $24.43 on August 18, 2026.

As of September 15, 2026, the current consensus target mean for Macerich was $27.61, and the median target was $27.54. The current consensus target implied change percent was +22.02%. The prior consensus target mean was $27.47 as of August 28, 2026, representing a consensus target revision percent of +0.53%.

For the current recommendation period of September 1, 2026, the total recommendation count was 20, consisting of 5 strong buy, 8 buy, 5 hold, and 2 sell recommendations. This represents a current recommendation positive percent of 65.0%, a hold percent of 25.0%, and a negative percent of 10.0%. During the prior recommendation period of August 1, 2026, the total recommendation count was 20, consisting of 5 strong buy, 7 buy, 6 hold, and 2 sell recommendations, representing a prior positive percent of 60.0%, a hold percent of 30.0%, and a negative percent of 10.0%.

According to a Form 8-K filed by The Macerich Company on August 11, 2026, its operating partnership, The Macerich Partnership, L.P., completed the issuance and sale of $775,000,000 aggregate principal amount of 2.25% Exchangeable Senior Notes due 2031. This transaction included the full exercise of the option granted to the initial purchasers to purchase an additional $100,000,000 aggregate principal amount of the Notes. The Notes are fully and unconditionally guaranteed on a senior, unsecured basis by the company.

Recent analyst actions

Recent analyst upgrades, downgrades, initiations, and maintained ratings
Date	Analyst	Prior	Latest recommendation	Action
September 21, 2026	Evercore ISI Group	In-Line	Outperform	upgrade
August 27, 2026	Piper Sandler	Neutral	Overweight	upgrade