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Truist Securities increased its price target for Cummins to $703 from $653 and kept a Buy rating, citing robust order visibility and improving Power Systems margins. The new target implies roughly 24% upside from the stock's recent level, even as shares fell following mixed fourth-quarter 2025 results that included a GAAP earnings miss but adjusted…
Benchmark on Friday raised its price target for MACOM Technology Solutions (MTSI) to $260 from $190 while maintaining a Buy rating, following a quarter that outperformed expectations. The company reported revenue and earnings beats, a record backlog with a 1.3 book-to-bill ratio, and stronger-than-expected datacenter demand that prompted MACOM to b…
Truist Securities increased its price target on Microchip Technology to $68 from $60 and retained a Hold rating after the company posted a solid fourth quarter and offered cautious first-quarter guidance that modestly topped consensus. The new target sits below the stock's trading price and peer highs, with Truist saying much of the recovery is alr…
UBS increased its 12-month price target for Cummins Inc. to $565 from $500 while retaining a Neutral rating. The new target reflects a higher 2027 earnings-per-share estimate and a revised mix of price-to-earnings multiples applied across the company's businesses. Cummins' recent quarterly results showed revenue above expectations but a headline EP…
President Donald Trump posted a short social media video that inserted images of former President Barack Obama and former first lady Michelle Obama into dancing primate footage, prompting criticism from political figures across the spectrum. The clip, which also echoed the president's unfounded claims about the 2020 election, was defended by the Wh…
Wolfe Research has singled out Coterra Energy (CTRA) and Chord Energy (CHRD) as notable names in the oil and gas sector heading into 2026, maintaining Outperform ratings on both while trimming price targets after updating commodity forecasts. Coterra’s all-stock merger with Devon Energy and activist involvement from Kimmeridge, and Chord’s oil-heav…
ResMed Inc's global general counsel, Michael J. Rider, sold 50 shares of the company's common stock on February 4, 2026, for $260.00 per share, a transaction totaling $13,000 executed under a Rule 10b5-1 plan adopted February 28, 2025. The company reported fiscal 2026 second-quarter EPS of $2.81, above the $2.73 consensus, and revenue of $1.4 billi…
Anebulo Pharmaceuticals Inc. (NASDAQ: ANEB) saw its shares fall sharply after the company announced plans to voluntarily delist from the Nasdaq Capital Market and deregister its common stock with the SEC. The board said costs of maintaining public reporting status outweigh the benefits, and the company will file paperwork in mid-February 2026 to ma…
UBS retained its Buy rating on AppFolio (APPF) and kept a $260.00 price target after reviewing the company’s fourth-quarter results and a subsequent management call. The bank highlighted robust unit growth and management’s positive tone as reasons for optimism, while noting that revenue may lag unit expansion as AppFolio moves upmarket. The stock i…
Truist Securities increased its price objective for Reddit to $275 from $270 and reaffirmed a Buy rating after the company posted robust fourth-quarter 2025 results. The quarter delivered 70% year-over-year revenue growth and a 43% AEBITDA margin, and the company announced a $1 billion share repurchase program. Other sell-side firms issued divergen…
Benchmark reduced its 12-month price target for Amazon to $275 from $295 while retaining a Buy rating following the company’s announcement of a $200 billion capital expenditure plan for 2026. The larger-than-expected spending, driven by AI initiatives and paired with a softer operating margin outlook, triggered a roughly 10% drop in after-hours tra…
Stifel has increased its price objective for Qiagen NV to $50 from $45 and left its rating at Hold, citing a modestly positive fourth quarter and a mixed near-term outlook. The broker noted first-quarter guidance below consensus and emphasized the impact of portfolio removals on market estimates. Stifel models roughly 3% organic growth for fiscal 2…
UBS maintained its Buy rating on DaVita (DVA) and set a $190 price target, highlighting management's plan to return to roughly 2% long-term volume growth through better patient outcomes, wider use of GLP-1 medications among dialysis patients, fewer missed treatments and adoption of proven technologies. The stock trades near $145.72 and the company …
Stifel raised its price target on Hershey Co. to $230 from $195 while keeping a Hold rating, aligning the target with the stock's recent market price. Hershey reported fourth-quarter results and initial 2026 guidance that topped expectations, prompting a broad set of analysts to increase their targets; the company provided guidance that calls for 3…
Truist Securities trimmed its 12-month price target on Ralliant Corp. to $49 from $62 while keeping a Buy rating after the company's fourth-quarter report. The reduction follows a $1.44 billion non-cash goodwill impairment tied to EA Elektro-Automatik amid a weaker electric-vehicle adoption outlook. Ralliant delivered modest sequential revenue grow…
Truist Securities reduced its price target on Robinhood Markets to $130 from $155 while keeping a Buy rating, pointing to recent weakness in cryptocurrency prices as the chief rationale. Despite a sharp one-week drop in Robinhood shares and an oversold technical signal, Truist and several other brokerages continue to express confidence in the compa…
Truist Securities raised its price objective for RBC Bearings to $599 from $542 and kept a Buy rating, highlighting gross margin expansion and robust aerospace and defense volumes. The company has reported consecutive quarters of better-than-expected revenue and earnings, and backlog has reached a record $2.1 billion, surpassing management's fiscal…
Benchmark increased its price target for LiveRamp Holdings Inc. (NYSE: RAMP) to $40 from $38 and maintained a Buy rating, citing steady bookings, operating leverage, and ongoing share repurchases. The firm now expects LiveRamp to exceed 10% revenue growth in fiscal 2027 and raised estimates, while other analysts likewise reaffirmed positive stances…
Nexa Resources saw its shares climb after reporting that 2025 operational targets were met across metals, delivering 316,000 tonnes of zinc and a consolidated mining C1 cash cost roughly 48% below guidance at negative $0.30 per pound. The smelting business matched metal sales guidance with 567,000 tonnes, aided by a record year at the Cajamarquilla…
John F. Whipple, a director at Community Financial System (NYSE:CBU), sold 4,246 shares on February 4, 2026, for $276,703 and exercised options for the same number of shares the same day. After these transactions Whipple holds 8,506.0302 shares. Separately, Community Bank System reported Q4 2025 results that missed EPS estimates by a penny but topp…
Zillow Group's stock climbed after a federal judge refused Compass Inc.'s bid to temporarily block Zillow's rule that requires listings to be posted to a local multiple-listing service within 24 hours of being marketed elsewhere. The ruling permits Zillow to keep enforcing the policy as Compass's antitrust lawsuit, filed in June, moves forward, mar…
Morgan Stanley cut its price target on Kering to €315 from €370, citing a slower-than-expected start to 2026 for the luxury group and renewed doubts over the pace of Gucci's turnaround. The bank trimmed sales forecasts for 2026 and 2027 and said it lowered earnings estimates across the 2026-28 cycle, while keeping an Overweight rating given longer-…
Norwegian equities rose on Friday, driven by gains in Healthcare Equipment & Services, Pharma Biotech & Life Sciences and Utilities. The Oslo OBX climbed 3.16% to reach a new all-time high. Kongsberg Gruppen led advance, while Telenor climbed to five-year highs. Oil, Brent and gold futures were all higher and the krone strengthened versus the euro …
KeyBanc increased its price target on Monolithic Power Systems (MPWR) to $1,500 from $1,300 and kept an Overweight rating after what it called strong fourth-quarter results and first-quarter guidance. The company reported robust quarterly revenue and EPS beats, with notable strength in data center end markets and management raising long-term Enterp…
Bernstein SocGen Group increased its price target on Cummins to $600 from $544 and kept a Market Perform rating after the engine maker's fourth-quarter results. The quarter delivered an earnings beat and slightly stronger EBITDA, but guidance that included lower margin expectations sent the stock down 11%, even as the company outlined modest sales …
