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Truist Securities has reaffirmed a Buy rating and a $21.00 price target for Huntington Bancshares (HBAN) after revising its financial model. The firm lowered its EPS estimates for 2026 and 2027 to reflect reduced purchase accounting accretion tied to Huntington’s Cadence acquisition but says the adjustment can signal higher-quality earnings and doe…
Piper Sandler reaffirmed its Overweight rating and $19.00 price target on Newmark Group, Inc. (NASDAQ:NMRK) following a pronounced market selloff that pushed the stock down 13% in a single session. The firm described Newmark as a capital-light vehicle positioned to benefit from broad commercial real estate (CRE) activity, and noted that recent move…
Morgan Stanley has reaffirmed an Overweight rating and a $21.00 price objective on Huntington Bancshares (HBAN), maintaining the stock as its Top Pick even after the bank reduced its 2027 EPS outlook. Huntington lowered its 2027 EPS range to $1.90-$1.93 from $2.00 while lifting revenue targets and signaling reinvestment of some merger synergies. Th…
Piper Sandler increased its price target on McDonald’s (MCD) to $325.00 from $323.00 while retaining a Neutral rating. The new target sits near the stock's current trading level of $323.21, roughly 1% below its 52-week high. The move comes after McDonald’s outperformed consensus on same-store sales in Q4 2025 and reported stronger-than-expected adj…
Piper Sandler reduced its price target on AppLovin Corp to $650 from $800 but left its Overweight rating intact. The firm cited a mix of higher estimates and a lower valuation multiple even as AppLovin reported better-than-expected fourth-quarter results and gave first-quarter revenue guidance of 5-7% quarter-over-quarter growth. Several other brok…
H.C. Wainwright reduced its price target for Neurocrine Biosciences (NASDAQ: NBIX) to $192 from $198 while retaining a Buy rating. The firm said the adjustment follows a strong finish to 2025, with record Ingrezza prescriptions and a successful launch year for Crenessity, but noted that 2026 guidance for Ingrezza of $2.7-2.8 billion - roughly 10% g…
H.C. Wainwright raised its price target on LightPath Technologies to $15 from $10 following a record fiscal second quarter in which revenue beat expectations. The analyst retained a Buy rating amid growing defense and security demand, a sizable backlog and a recent large order for cooled infrared cameras, though profitability and valuation remain o…
H.C. Wainwright increased its price objective for Exelixis to $54 from $52 and maintained a Buy rating after the company reported fourth-quarter 2025 results. The upgrade follows stronger-than-expected diluted net income and largely in-line revenue and expense items, while other firms continue to view the name positively amid clinical optimism for …
Piper Sandler has reaffirmed an Overweight rating and a $72 price objective on Rollins (ROL) after the company reported fourth-quarter results that fell short of expectations. The stock dipped in after-hours trade following the release, but analysts point to late-quarter weather disruption as a likely transitory cause. Rollins continues to show str…
<p>Amazon’s recent upside looks headline-driven and vulnerable to mean reversion, but the company’s vertically integrated model — AWS cloud, logistics, retail and advertising — creates recurring revenue streams and margin optionality. Combine an oversold technical setup with strong fundamentals and you have a high-conviction long trade for patient …
Alphabet's recent pullback creates a tactical entry to own what I believe is a differentiated, emerging 'agentic' infrastructure stack: hyperscale data centers, cost-efficient serving, and Gemini's distribution across Search, YouTube and Cloud. The market has fixated on headline capex increases; I view that spending as the bridge to higher-margin, …
Consolidated Water (CWCO) offers a base of steady, utility-like cash flows from retail and bulk water operations plus episodic upside from services and project execution. The stock is trading near $37.20 with a market cap around $600M, no debt, and roughly $26M in annual free cash flow. For traders willing to own the name through project news and s…
Barclays upgraded Recordati from underweight to equal weight, citing an improved valuation and reduced structural overhang after a year of underperformance and signs that private-equity holder CVC is less likely to place additional shares at current prices. The bank maintained its €48 price target and adjusted forecasts to reflect Isturisa commerci…
WarrenAI's latest screening highlights four companies with exceptionally large EPS growth projections and sizeable analyst upside targets. Each stock pairs projected earnings strength with differing revenue trajectories and risk profiles, creating varied opportunities for investors focused on high-growth outcomes.
BCA Research classifies U.S. President Donald Trump's political capital as "moderate" following a wave of aggressive policy moves during the first year of his second term. While unified government control and a conservative-leaning Supreme Court initially amplified his capacity to act, recent political frictions, a historic government shutdown and …
Evercore ISI reduced its price target on AppLovin Corp to $750 from $835 while maintaining an Outperform rating. The firm cited lower growth-adjusted valuation multiples across comparable sectors even as AppLovin delivered a solid Q4 beat-and-raise, with revenue, EBITDA and margin metrics exceeding Street expectations and the firm raising its FY26 …
Guggenheim increased its 12-month price target for SharkNinja (SN) to $145 from $140 while maintaining a Buy recommendation, pointing to the company's robust operating momentum entering 2026. The upgrade follows a quarter in which SharkNinja exceeded expectations across net sales, margins, adjusted EBITDA and EPS, supported by diversified channels …
KeyBanc Capital Markets retained its Overweight rating and $340 price target on McDonald’s following the company’s fourth-quarter 2025 results. The restaurant operator beat consensus on adjusted EPS and global same-store sales, prompting other firms to raise targets even as KeyBanc trimmed its 2026 EPS forecast due to below-the-line items. Shares m…
KeyBanc Capital Markets trimmed its 12-month price target for Paycom Software to $195 from $250 while retaining an Overweight rating. The firm pointed to a cautious initial revenue-growth outlook for 2026 despite incremental operational improvements reported in Paycom's fourth-quarter 2025 results, leaving analysts divided over the stock's near-ter…
Scotiabank reduced its price target for T‑Mobile US (NASDAQ:TMUS) to $266.00 from $270.50 while retaining a Sector Outperform rating. The bank cited T‑Mobile’s 5G network, customer value proposition and service experience as core strengths supporting above-industry growth, and pointed to sizable shareholder return capacity and growth runway in busi…
KeyBanc Capital Markets trimmed its 12-month price objective for Parsons Corp. to $73 from $80 while keeping an Overweight rating. The revision follows a year of disappointing results and a notable fourth-quarter earnings and revenue miss. KeyBanc described the company’s guidance as prudent and achievable, but said improvement in the Federal Soluti…
Rosenblatt Securities began coverage of USA TODAY Co. (NYSE: TDAY) with a Buy recommendation and a $10.00 price target, identifying AI-related licensing opportunities and platform partnerships as key drivers for valuation upside. The stock is trading near its 52-week peak and has delivered notable six-month gains, while the firm flagged both a digi…
KeyBanc raised its price objective on Tenet Healthcare to $250 from $225 and retained an Overweight rating following the company's fourth-quarter results and optimistic 2026 outlook. The firm highlighted potential efficiency gains and persistent utilization as key catalysts, while Tenet's reported EPS and revenue topped expectations despite a pre-m…
Shares of BioMarin and Ascendis fell about 6% after BridgeBio reported that its oral infigratinib met the primary endpoint in the Phase 3 PROPEL 3 trial, demonstrating superior annualized height velocity and a first statistically significant improvement in body proportionality versus placebo. BridgeBio reported no serious adverse events related to …
Morgan Stanley now projects global PC shipments will fall by more than 5% in 2026 after January notebook builds fell well below expectations. The bank's supply-chain checks showed the Top 5 notebook ODMs missed build targets by 14% in January, with Quanta reporting about a 30% shortfall. Morgan Stanley sees weaker consumer demand tied to higher mem…
