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Evercore ISI trimmed its price target for Yelp to $31 from $38 while retaining an Outperform rating, pointing to continued weakness in the company’s advertising business despite recent partnerships and acquisitions. Yelp reported a mixed fourth quarter of 2025 with modest revenue upside and an EBITDA beat, but its guidance for the first quarter and…
Stephens reduced its Martin Marietta Materials price target to $735 from $740 while keeping an Overweight rating after fourth-quarter results that fell short of forecasted metrics. Aggregates selling price, volumes, and profit-per-ton gains were all below expectations, while unit costs rose more than anticipated. The company also presented 2026 EBI…
Needham reduced its 12-month price target on Toast Inc. (TOST) to $35 from $60 while retaining a Buy rating, citing sector multiple compression even as the company reported robust location additions, revenue growth and momentum in product adoption. Toast beat revenue estimates for the fourth quarter but recorded an earnings-per-share shortfall; man…
Needham increased its 12-month price target on Cohu from $30.00 to $33.00 while maintaining a Buy rating. The firm pointed to design wins in data-center applications and ongoing opportunities tied to High Bandwidth Memory and AI compute as reasons for the higher target, even as Cohu reported a fourth-quarter miss on non-GAAP gross margins driven la…
Needham has cut its 12-month price target on TransUnion to $95 from $115 while leaving its Buy rating intact. The adjustment follows fourth-quarter results that beat revenue and earnings expectations, but Needham pointed to mixed fiscal 2026 guidance - driven by softer mortgage volume assumptions and a slower-than-expected India recovery - as the r…
Needham increased its price target for Instacart (CART) to $55 from $50 and kept a Buy rating following the company’s fourth-quarter results and first-quarter guidance. The research house raised its 2026 adjusted EBITDA estimate by 2% after noting large 2025 customer cohort additions, a doubling of Storefront additions year-over-year, improvements …
Needham increased its price target for Applied Materials to $440 from $390 and kept a Buy rating after the company delivered stronger-than-expected quarterly results and set aggressive semiconductor equipment revenue guidance for calendar year 2026. Management expects wafer fabrication equipment growth to continue into 2027, supported by demand in …
Compass Therapeutics (CMPX) shares rose after Craig-Hallum initiated coverage with a Buy rating and a $15.00 price target, citing confidence in the company’s bispecific antibody strategy and a near-term commercial opportunity for lead candidate tovecimig in second-line biliary tract cancer. The firm also highlighted early-stage programs positioned …
Two men were jailed after being convicted of plotting an Islamic State-inspired assault intended to kill large numbers of Jewish people in England. Prosecutors argued the plan, which involved automatic firearms, could have resulted in casualties exceeding those from a December mass shooting in Sydney. A judge imposed minimum terms of 37 and 26 year…
Canaccord Genuity reduced its price target on CVRx Inc to $10.00 from $11.00 but maintained a Buy rating, citing lower valuation multiples within the small-cap medical technology peer group. CVRx reported fourth-quarter 2025 revenue of $16.0 million, beating Canaccord and consensus estimates and aligning with the company’s own guidance range. The c…
Major brokerages issued contrasting views on Rivian on Friday. Deutsche Bank raised its rating to Buy and lifted its price target, citing signs of an improving trajectory, better vehicle costs and a clearer 2026 outlook. UBS moved to Neutral from Sell, saying the company’s path to scale and profitability remains uncertain amid cash burn and executi…
Apellis Pharmaceuticals executive Mark Jeffrey DeLong sold 368 shares of company stock on February 11, 2026, for $8,152 to cover tax withholding tied to restricted stock units released the prior day. The transaction leaves DeLong with 114,591 directly held shares. The sale coincides with a corporate pre-announcement of $689 million in fourth-quarte…
Coherus BioSciences Inc. (CHRS) saw its shares fall sharply in premarket trading after the company priced a public offering of 28.6 million shares at $1.75 apiece, a meaningful markdown from the prior close. The offering is expected to generate roughly $50.1 million in gross proceeds before underwriting fees, and includes a 30-day option for underw…
Canaccord Genuity reduced its 12-month price target for DexCom to $95 from $99 on Friday but maintained a Buy rating. The adjustment follows a quarter that beat revenue expectations and continues a multiyear growth trend, with analysts citing product iteration, margin expansion potential from the G7 sensor, and several pending catalysts that could …
Goldman Sachs CEO David Solomon said he had "reluctantly accepted" the resignation of Chief Legal Officer Kathy Ruemmler and emphasized his respect for her decision. The exit follows Justice Department documents indicating Ruemmler accepted gifts from Jeffrey Epstein and counseled him on responding to media inquiries about his crimes. Her departure…
The Federal Reserve is expected to nominate Randall Guynn, a long-time Wall Street lawyer and former Davis Polk partner, as director of supervision and regulation. Guynn, who has advised Fed Vice Chair for Supervision Michelle Bowman since May 2025, would replace Michael Gibson and report to Bowman while overseeing proposed changes to the Fed's sup…
Amkor Technology's stock slid in premarket trading after the company's largest shareholder, the Kim Family, sold 10 million shares in a secondary offering priced at $48.75 per share. The transaction, executed through 915 Investments, LP, included a 30-day option for an additional 1.5 million shares, leaves the family with over 49% ownership, and im…
TKO Group is increasingly a cash-flow story. After a string of rights monetization wins and a dividend bump plus buyback activity, the business prints meaningful free cash flow ($979M) and trades at attractive enterprise multiples (EV/EBITDA 12.8) relative to its growth optionality. This trade idea targets a measured long into that cash conversion …
OKYO Pharma Limited (NASDAQ:OKYO) announced a $20 million public offering of ordinary shares under an underwriting agreement with Piper Sandler & Co., prompting a 24% decline in Friday premarket trading. The offering covers 10,815,000 shares at $1.85 each, with a 30-day option for an additional 1,622,250 shares at the same price. Proceeds are earma…
Adobe has been slammed with the broader software sell-off tied to AI fears, but the company still generates nearly $10B in free cash flow, posts extremely high returns on capital, and trades at a single-digit-ish free cash flow multiple. This idea lays out a mid-term swing trade: entry at the current price, a clear stop under the recent low, and a …
BMO Capital Markets downgraded Dollar Tree to Underperform from Market Perform and trimmed its price target to $95, saying the stock's valuation and earnings outlook look stretched given gaps in digital strategy and risks to margin expansion. The bank applied a lower multiple to a below-consensus earnings forecast for fiscal 2027 and flagged potent…
Nebius (NBIS) is positioned at the center of the AI compute buildout. A credible jump in annual run-rate to the low billions by year-end and improving GPU-as-a-Service economics create a pathway to $180/share. This trade idea lays out an entry, stop, and targets with a long-term (180 trading days) horizon while calling out execution, margin, and ma…
Remy Cointreau is a high-quality luxury spirits franchise that has struggled with cyclical demand and FX pressure. The underlying brand strength and margin leverage argue for a long position aimed at 2026 realization, but this trade requires patience and a clear stop to manage execution risk.
Tri Pointe Homes agreed to be acquired by Japan’s Sumitomo Forestry in an all-cash transaction valued at about $4.5 billion. The $47.00 per-share offer represents a notable premium to recent trading levels and drove a sharp premarket rally in Tri Pointe shares. The transaction, expected to close in the second quarter of 2026 subject to shareholder …
U.S. consumer prices rose modestly in January, with the Consumer Price Index increasing 0.2% from December and 2.4% from a year earlier, slightly under economists' expectations. The delayed release did not change the view among many market participants that the Federal Reserve remains positioned to lower interest rates later this year, though under…
