This Rollins Analyst Turns Bearish; Here Are Top 5 Downgrades For Thursday

Global Value-Based Healthcare Market is Predicted to Cross USD 60 Billion by 2034 | DelveInsight

The value-based healthcare market is experiencing robust growth, projected to reach USD 62 billion by 2034 from USD 16.5 billion in 2025, with a CAGR of ~16%. The shift from fee-for-service to outcome-based payment models is driven by rising healthcare costs, chronic disease burden, and government reimbursement reforms. North America dominates with 72% market share, while Asia-Pacific is expected to record the fastest growth. Key players include Optum, Humana, Evolent Health, Agilon Health, and Privia Health.

This Ulta Beauty Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Tuesday

Analysts upgraded Pentair, Agilon Health, Etsy, Radiant Logistics and Ulta Beauty, raising or setting new price targets.

Zebra Technologies To Rally Around 24%? Here Are 10 Top Analyst Forecasts For Tuesday

Analysts cut Exodus’ target, raised targets for Teledyne, Roblox, Scholar Rock, Zebra, Agilon, SM Energy and Paymentus; Agilon upgraded to Outperform.

Bernstein Upgrades Agilon Health to Outperform, Raises Price Target to $125

Bernstein analyst Lance Wilkes upgrades Agilon Health (NYSE:AGL) from Market Perform to Outperform and raises the price target from $86 to $125.

PATH's 21% Rise in Million-Dollar Customers is the Number to Watch

UiPath's million-dollar customer base grew 21% to 387 customers, significantly outpacing the 10% growth in its broader $100,000+ ARR customer segment. This indicates deeper enterprise penetration and stronger adoption of automation solutions. However, UiPath faces intensifying competition from Pegasystems and ServiceNow as enterprise demand for AI and workflow automation expands.

Shares of software companies are trading higher after AI executives from firms including Anthropic, OpenAI and SpaceXAI signaled that the industry's growth may have to be slowed, which may limit threats to software vendors.