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Oppenheimer increased its price target on Enphase Energy to $68 from $67 and maintained an Outperform rating, citing recent results, stronger guidance and the company’s bidirectional charging technology that the firm says is compatible with 800V data center applications. The research house pointed to Enphase’s power-management features, a favorable…
Wells Fargo raised its price objective for Willis Towers Watson to $379 from $366 and kept an Overweight rating after quarterly results showed robust organic growth, particularly in the Risk & Broking unit and Corporate Risk & Broking. The company also beat fourth-quarter 2025 EPS and revenue estimates, and Evercore ISI separately increased its tar…
Stifel has increased its price target on Cirrus Logic Inc. (CRUS) to $163.00 from $150.00 and retained a Buy rating following the company's stronger-than-expected fiscal third-quarter results. The quarter delivered higher revenue and EPS than analysts anticipated, management reiterated robust unit-volume trends and a favorable product mix, and the …
Harbour Energy PLC shares slipped after Goldman Sachs cut its rating to Sell from Neutral and lowered the company’s price target to 200p from 220p. The bank pointed to substantial exposure to European gas prices and higher-than-target leverage following the LLOG acquisition, noting that free cash flow improvements are expected only from 2027.
RTX's Raytheon unit has agreed to a seven-year contract with the U.S. Department of Defense to sharply increase production of Tomahawk cruise missiles, AMRAAM air-to-air missiles and multiple naval interceptors. The framework locks in multi-year government demand, supports large capital investment in facilities, and follows similar long-term contra…
UBS has begun coverage of Cicor Technologies with a buy rating and a CHF173 price target, highlighting the company's high exposure to European defense spending and projecting a return to organic growth in 2026. The broker forecasts improving margins driven by an Eolane turnaround, greater aerospace and defense contribution, and potential M&A option…
Stifel raised its price target on Teradyne to $325 from $280 while maintaining a Buy rating after management signaled that AI applications now account for more than 70% of the company's semiconductor test business in the first quarter. The firm updated its mid-term model and framed the new target at 38 times its 2027 earnings estimate, with Teradyn…
Stifel has increased its 12-month price objective on Monolithic Power Systems to $1,300 from $1,250 while keeping a Buy rating ahead of the company's upcoming quarterly results. The research house projects a December-quarter outperformance driven by broad customer contributions, robust hyperscaler capex, stronger SSD storage demand and signs of an …
Stifel lowered its price objective on BellRing Brands to $34 from $50 while retaining a Buy rating after the company's first-quarter results and revised fiscal 2026 guidance. The brokerage pointed to slower-than-expected implementation of merchandising initiatives and heightened promotional activity from competitors as reasons for trimming the high…
Rosenblatt Securities has maintained a Buy rating on Sonos Inc. and reiterated a $21.00 price target, citing another quarter of results that outpaced expectations, resilient free cash flow and cost reductions despite tariff-related margin pressure and broader macroeconomic challenges. The company reported strong first-quarter 2026 earnings that exc…
Freedom Capital Markets kept a Hold rating and a $38.00 price target on Chipotle Mexican Grill after the company reported fourth-quarter 2025 results. The results modestly topped expectations, but the company’s guidance for fiscal 2026 - including flat same-store sales and roughly 150 basis points of year-over-year restaurant-level margin compressi…
Global markets saw a pronounced bifurcation in technology shares as investor concern over the implications of agentic AI tools sparked a multi-day selloff in software and data analytics names. At the same time, Walmart became the first retailer to top a $1 trillion market valuation after a year-long rally. Broader market drivers included signs of a…
TD Cowen raised its price objective on Amgen to $420 from $389 and retained a Buy rating, pointing to fourth-quarter revenue and EPS that outperformed expectations, fiscal 2026 guidance that eases concerns around product exclusivity, and a portfolio of 14 blockbusters plus an underappreciated pipeline that the firm says supports durable EPS through…
TD Cowen raised its price target on Enphase Energy to $40 from $35 while retaining a Hold rating, citing stronger first-quarter 2026 revenue guidance and lean channel inventory driven by a US demand surge. Other brokers have also moved more positive, upgrading ratings and lifting targets after the company posted better-than-expected fourth-quarter …
TD Cowen raised its price target on Marathon Petroleum to $198 from $183 and maintained a Buy rating after the company reported stronger-than-expected earnings. The firm cited refining margin capture, aggressive share repurchases, and seasonal margin tailwinds, while warning that planned turnarounds will press on first-quarter 2026 throughput and o…
Venezuela's chief economic adviser, Calixto Ortega, said the country wants to shift global perception from having the largest oil reserves to being recognized as a leading oil producer. Speaking at the World Government Summit in Dubai, Ortega called for renewed investment and noted firms are awaiting the lifting of sanctions. Shipping data show Ven…
U.S. stock futures showed little movement on Wednesday as investors kept distance from software and cloud equities following a sharp multi-day decline. Market attention also centered on semiconductor maker Advanced Micro Devices after a downbeat revenue outlook, while Super Micro Computer surged after lifting its annual revenue forecast on sustaine…
Fitch Ratings projects Poland's fiscal deficit will stay near 7% of GDP in 2026, declining only gradually to just under 6% by 2028. The agency expects general government debt to reach 70% of GDP in 2027 and cautions that an absence of further consolidation, weaker growth, or sharply higher debt servicing costs could trigger a sovereign rating downg…
Truist Securities reduced its price target for Graphic Packaging Holding Company (GPK) to $14 from $18 while keeping a Hold rating, pointing to softer volumes and pricing. The company missed on adjusted Q4 2025 EPS, provided 2026 guidance below analyst expectations, and disclosed significant cost increases for a Waco, Texas mill project. Investors …
Jefferies reduced its price target for Clorox (CLX) to $151 from $152 while maintaining a Buy rating. The firm pointed to a solid finish to a difficult first half but said Clorox must still prove that recent investments and product innovation will translate to market-share gains in the tougher second half. Clorox’s Q2 results showed revenue above e…
Telsey Advisory Group trimmed its 12-month price target for Chipotle Mexican Grill to $48 from $50 while keeping an Outperform rating after the company reported fourth-quarter 2025 results. The quarter delivered modest upside to earnings and revenue versus forecasts, yet comparable sales declined and restaurant-level margins contracted. Market metr…
Evercore ISI raised its price target on Advanced Micro Devices to $328 from $283 and retained an Outperform rating, citing management guidance for robust data center revenue expansion and sequential increases in GPU sales outside China. The move follows a quarter Evercore characterized as a "beat/raise," even as AMD shares dipped in after-hours tra…
Stifel increased its price target for Lumentum (LITE) to $480 from $400 and kept a Buy rating after the company's robust fiscal second-quarter 2026 performance. The firm points to accelerating demand driven by AI-related network growth and a new long-term growth pillar, while Lumentum posted revenue and adjusted EPS results that outpaced management…
Evercore ISI kept an In Line rating and a $2.00 price target on 8x8 after the cloud communications company reported a third consecutive quarter of year-over-year revenue growth. Service revenue outperformed guidance, driven by rising usage-based sales, while management flagged a $10 million Fuze migration-related revenue drag that will persist into…
Stifel reduced its price target on Chipotle Mexican Grill to $45 from $50 but retained a Buy rating, citing concerns about the company’s FY26 guidance that calls for flat comparable sales and material margin compression. The firm remains supportive of several customer-acquisition initiatives even as other analysts adjusted their targets following t…
