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Goldman Sachs reiterated a Neutral rating and a $125 price target on Gilead Sciences after the company's fourth-quarter results. Gilead reported non-GAAP EPS of $1.86 and revenue of $7.93 billion, driven by HIV and oncology sales, and issued initial fiscal 2026 guidance calling for HIV growth and a decline in cell therapy.
Goldman Sachs trimmed its price objective on Lyft to $25 from $26 while retaining a Buy rating after the company reported Q4 2025 results. Lyft delivered record Active Riders and Gross Bookings, reiterated expectations for Gross Bookings acceleration in 2026, and highlighted strategic moves including the FREENOW acquisition and an AV partnership ap…
Goldman Sachs increased its price target on Duke Energy to $142 from $141 while retaining a Buy recommendation. The firm highlighted a sizable expansion in Duke’s capital plan and stronger rate-base growth expectations through 2030, and projects average earnings growth of roughly 8% through that period. Recent quarterly results modestly beat foreca…
TD Cowen trimmed its price target for Lyft to $30 from $32 while keeping a Buy rating after the ride-hailing company's fourth-quarter report showed solid bookings and EBITDA but weaker-than-expected rides growth. The results and commentary prompted several other brokerages to reduce their targets amid concerns about ride volume and competitive pres…
TD Cowen lowered its 12-month price target on Fiserv to $68 from $77 while maintaining a Hold rating, flagging execution risk and few near-term catalysts ahead of the company’s Investor Day in May. The firm described the fourth-quarter results as "no surprises" in the context of Fiserv’s organizational and strategic reset. Fiserv reported fourth-qu…
TD Cowen raised its price target on Coca-Cola to $85 from $80 and maintained a Buy rating following the company's fourth-quarter results. The firm pointed to strong margins and trailing diluted earnings per share but noted 2026 organic sales guidance of 4-5% may have disappointed investors. Multiple other brokerages also adjusted targets and rating…
TD Cowen raised its price objective for Advanced Energy Industries (AEIS) from $210 to $300 while retaining a Hold rating, citing robust semiconductor demand and product ramps. The stock is trading above the new target. AEIS reported better-than-expected fourth-quarter 2025 results, with revenue and earnings beating consensus and Needham subsequent…
AllianceBernstein (AB) is a practical swing trade for investors looking to play a potential market-driven pickup in asset-gathering and fee income in 2026. The stock sits below its 10- and 20-day moving averages, offering a measured entry around $39.75, a clear stop at $36.50 and a target at $45.00 that captures re-rating toward recent highs and im…
Val Vavilov, the 46-year-old Latvian founder of Bitfury, has been buying Bitcoin during the recent price decline, describing the pullback as a chance to rebalance his company's portfolio. Bitcoin dipped below $67,000 in Asian trading and has lost more than half its value since October, prompting concern among retail investors and a range of reactio…
Goldman Sachs initiated coverage of Samsara Inc. with a Buy rating and set a $36 price target, arguing the company is positioned to capture demand to digitise vehicle fleets, equipment and field operations. The bank highlights Samsara's integration of hardware and cloud software, embedded AI, and anticipated revenue growth above 20% annually, while…
Applied Materials said Samsung Electronics will join its $5 billion EPIC Center in Silicon Valley, a 180,000-square-foot research and cleanroom facility opening this spring. The announcement coincided with a 4.3% rise in Applied Materials stock, with the partnership focused on co-developing materials and process innovations to accelerate advanced n…
Kraft Heinz on Wednesday abandoned plans to divide into two standalone companies - one concentrating on groceries and the other on sauces and spreads - joining a series of major corporations that have cancelled or delayed proposed separations. The list includes firms across sectors from tyres and industrial materials to telecoms, media, banking and…
BMO Capital reduced its 12-month price target on Harley-Davidson to $24 from $30 while maintaining an Outperform rating after the motorcycle maker issued initial 2026 guidance below expectations. The downgrade reflects several strategic reset actions - including channel right-sizing, a slower roll-out at Harley-Davidson Financial Services, and deal…
BMO Capital increased its price objective on Saia Inc. (NASDAQ:SAIA) to $415 from $350 while retaining a Market Perform rating, citing the carrier’s guidance that could enable operating ratio improvement after a difficult 2025. The upgrade in target occurs even though Saia’s fourth-quarter 2025 results missed EPS expectations but beat revenue estim…
BMO Capital has increased its price target on Gilead Sciences to $160 from $150 and retained an Outperform rating, highlighting the HIV business and Yeztugo prescription trends as key supports. The company reported Q4 2025 results that topped expectations, prompting peer firms to raise targets as well.
BMO Capital lowered its 12-month price target for Veralto Corp. (NYSE: VLTO) to $108.00 from $116.00 while keeping an Outperform rating. The revised target still implies notable upside from Veralto's current share price of $93.94, though InvestingPro data suggests the stock is slightly overvalued on a Fair Value basis. BMO pointed to uncertainty ar…
Goldman Sachs has launched coverage of Energy Fuels (UUUU) with a Buy rating and a $30.00 price objective, implying roughly 32% upside from prevailing levels. The firm cited the company’s leading U.S. uranium deposit, ownership of the White Mesa Mill - the only U.S. facility capable of processing both uranium and rare earths - and a pipeline of min…
Goldman Sachs raised its price target on Marriott International to $398 while keeping a Buy rating, citing the hotel operator's incorporation of a substantial credit-card fee increase into 2026 guidance that materially boosts cash-flow conversion. The stock is trading near its 52-week high after a sharp weekly gain; other brokers have also nudged t…
BMO Capital Markets raised its price target on Marriott International to $400 from $370 and kept an Outperform rating after management outlined a stronger 2026 outlook. The firm highlighted upside to EBITDA and EPS driven by better-than-expected net unit growth and a lift in credit-card-related fees. Recent quarterly results showed mixed signals - …
Morgan Stanley raised its price target for Teradyne to $306 from $288 and bumped fiscal-year revenue and EPS estimates for FY26 and FY27, driven by stronger-than-expected networking growth projections. The broker kept an Equalweight rating while acknowledging rising structural strength in test demand. Multiple other firms also updated targets and r…
BMO Capital Markets raised its price target for Entegris Inc. (ENTG) to $148 from $126 while keeping an Outperform rating after the supplier delivered stronger-than-expected fourth-quarter results and raised first-quarter guidance. The move reflects growing analyst confidence, expectations for operating leverage in 2026 tied to industry capex and n…
Sunrise New Energy Co Ltd announced a corporate rebrand to E-Power Inc., effective February 12, 2026, as it shifts from a focus on graphite anode materials toward AI data center microgrid solutions and broader energy storage offerings. The company said it will keep its existing leadership intact and is establishing U.S. production capacity through …
Columbus McKinnon (CMCO) is showing technical strength and a clearer fundamental runway: stable cash flow, modest leverage, and exposure to growing material-handling markets. This trade idea lays out a mid-term swing entry, specific stop and target, catalysts to watch, and the risks that would invalidate the setup.
Coeur Mining has moved from survival-mode volatility to a structurally stronger producer with diversified North American assets, improving cash flow and a low-leverage balance sheet. At $22.50, the stock offers an asymmetric risk/reward backed by solid free cash flow, an active M&A pipeline and leverage to a still-tight silver market. This trade id…
Frontier Group, parent of Frontier Airlines, issued a 2026 adjusted earnings forecast that ranges from a 40-cent-per-share loss to a 50-cent-per-share profit, with the midpoint implying a 5-cent profit. The company said it will accelerate certain lease terminations, defer deliveries of A320neo jets and introduce first-class style seating in early 2…
