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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 …
Stifel raised its price target on XPO to $206 from $166 and kept a Buy rating after the company reported fourth-quarter 2025 results that exceeded expectations. The quarter featured an EPS beat that included real estate gains, stronger-than-expected LTL revenue trends and continued productivity improvements. Multiple other brokerages also increased…
Bernstein SocGen Group increased its price target on Lockheed Martin to $654 from $586 while keeping a Market Perform rating, following a fourth-quarter performance that topped estimates and guidance for 2026 that exceeded both Bernstein and consensus projections. The firm pointed to improving execution, expanding backlog across divisions and a hig…
KeyBanc reduced its price objective on Coursera Inc. to $10 from $12 while retaining an Overweight rating. The move follows fourth-quarter results that beat revenue expectations and initial 2026 revenue guidance that also topped estimates, even as margin guidance and an expected Enterprise slowdown temper enthusiasm. Share price sits near its 52-we…
Benchmark raised its price target on XPO to $210 from $165 and kept a Buy rating after the company posted stronger-than-expected fourth-quarter results and continued LTL margin improvement. Multiple other brokerages also increased targets following XPO’s results, which included adjusted diluted EPS of $0.88 and an LTL adjusted operating ratio of 84…
Bernstein SocGen has reduced its 12-month price target for Boston Scientific to $112 from $130 but retained an Outperform rating following a weaker-than-expected quarter in U.S. electrophysiology sales. The company’s Q4 EP revenue of $606 million fell short of the $643 million consensus, coinciding with an 18% slide in the stock amid heightened inv…
NexGen Energy Ltd. shares fell 10.5% after short seller Culper Research disclosed a short position and published a critique alleging the Rook I project's net present value is overstated by 43% to 62% and that the company's 29.7 million-pound peak annual production forecast is "impossible to achieve." The report also contests geological continuity i…
Bernstein SocGen Group raised its price target on Hershey to $250 from $192 and maintained a Market Perform rating after the confectioner issued 2026 EPS guidance well above consensus. The stock has already rallied sharply, while other firms also increased targets following stronger-than-expected fourth-quarter results and an improved fiscal 2026 o…
Bernstein SocGen Group lowered its 12-month price target for Sea Ltd. to $170.00 from $185.00 while retaining an Outperform rating. The move comes as the stock trades well below that target, near a 52-week low, after shedding roughly half its value. The firm’s analyst called the AI-related decline excessive and pointed to on-the-ground proprietary …
