Top lists · Analyst moves
Price target cuts, December 2025
Quantisnow recorded 27 price target cuts in December 2025 across 23 companies. The largest was GEMI: Needham cut its target 34% to $23 from $35 on Dec 29.
Analyst price-target reductions ranked by size, with old and new targets.
- Revisions
- 27
- Companies
- 23
- Busiest day
- Dec 29
- 4 that day
- Largest move
- -34%
- GEMI
Ranked by size of revision
- 01GEMINeedham reiterated coverage on Gemini Space Station with a new price target
Needham · Buy · $35 → $23 (-34.3%)
- 02OXMTelsey Advisory Group reiterated coverage on Oxford Industries with a new price target
Telsey Advisory Group · Market Perform · $52 → $35 (-32.7%)
- 03COINNeedham reiterated coverage on Coinbase Global with a new price target
Needham · Buy · $400 → $290 (-27.5%)
- 04PYPLPayPal downgraded by BofA Securities with a new price target
BofA Securities · Neutral · $93 → $68 (-26.9%)
- 05ORCLBMO Capital Markets reiterated coverage on Oracle with a new price target
BMO Capital Markets · Outperform · $355 → $270 (-23.9%)
- 06TTDWedbush reiterated coverage on The Trade Desk with a new price target
Wedbush · Neutral · $50 → $40 (-20.0%)
- 07OKTABMO Capital Markets reiterated coverage on Okta with a new price target
BMO Capital Markets · Market Perform · $112 → $90 (-19.6%)
- 08RHTelsey Advisory Group reiterated coverage on RH with a new price target
Telsey Advisory Group · Market Perform · $220 → $185 (-15.9%)
- 09AZOAnalyst reiterated coverage on AutoZone with a new price target
Analyst · Overweight · $4850 → $4100 (-15.5%)
- 10ETORNeedham reiterated coverage on eToro Group Ltd with a new price target
Needham · Buy · $68 → $58 (-14.7%)
- 11PAYXBMO Capital Markets reiterated coverage on Paychex with a new price target
BMO Capital Markets · Market Perform · $140 → $121 (-13.6%)
- 12NKENeedham reiterated coverage on NIKE with a new price target
Needham · Buy · $78 → $68 (-12.8%)
- 13OKTANeedham reiterated coverage on Okta with a new price target
Needham · Buy · $125 → $110 (-12.0%)
- 14CELHPiper Sandler reiterated coverage on Celsius with a new price target
Piper Sandler · Overweight · $69 → $61 (-11.6%)
- 15CELHBofA Securities reiterated coverage on Celsius with a new price target
BofA Securities · Underperform · $50 → $45 (-10.0%)
- 16BIRKBTIG Research reiterated coverage on Birkenstock Holding Plc with a new price target
BTIG Research · Buy · $72 → $65 (-9.7%)
- 17HOODNeedham reiterated coverage on Robinhood Markets with a new price target
Needham · Buy · $145 → $135 (-6.9%)
- 18JILLTelsey Advisory Group reiterated coverage on J. Jill with a new price target
Telsey Advisory Group · Market Perform · $17 → $16 (-5.9%)
- 19HDTelsey Advisory Group reiterated coverage on Home Depot with a new price target
Telsey Advisory Group · Outperform · $430 → $410 (-4.7%)
- 20RBRKBMO Capital Markets reiterated coverage on Rubrik with a new price target
BMO Capital Markets · Outperform · $110 → $105 (-4.5%)
- 21NKETelsey Advisory Group reiterated coverage on NIKE with a new price target
Telsey Advisory Group · Market Perform · $75 → $72 (-4.0%)
- 22PGDeutsche Bank reiterated coverage on Procter & Gamble with a new price target
Deutsche Bank · Buy · $176 → $171 (-2.8%)
- 23KRTelsey Advisory Group reiterated coverage on Kroger with a new price target
Telsey Advisory Group · Outperform · $82 → $80 (-2.4%)
- 24CRMBMO Capital Markets reiterated coverage on Salesforce with a new price target
BMO Capital Markets · Outperform · $280 → $275 (-1.8%)
- 25LLYBofA Securities reiterated coverage on Eli Lilly with a new price target
BofA Securities · Buy · $1286 → $1268 (-1.4%)
- 26PGBarclays reiterated coverage on Procter & Gamble with a new price target
Barclays · Equal Weight · $153 → $151 (-1.3%)
- 27ADBEBMO Capital Markets reiterated coverage on Adobe with a new price target
BMO Capital Markets · Outperform · $405 → $400 (-1.2%)
Year in review
Monthly archive
By sector (last 90 days)
Questions
- How many price target cuts were there in December 2025?
- Quantisnow recorded 27 price target cuts in December 2025 across 23 companies. The largest was GEMI: Needham cut its target 34% to $23 from $35 on Dec 29.
- What does a price target cut mean?
- The analyst lowered the price they expect the stock to reach. Cuts often follow a guidance reduction or a weak quarter, and a cut with an unchanged Buy rating usually means the analyst still likes the stock but at a lower valuation.
- How is this list ranked?
- By the percentage drop from the prior target to the new target, largest first. Only revisions where both the old and the new target were published are included.