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KeyBanc Capital Markets trimmed its price target for Klaviyo Inc to $40 from $45 while retaining an Overweight rating, citing compressed market multiples despite the companys solid operational performance through 2025. Other brokers have also cut targets amid valuation resets even as Klaviyo posted fourth-quarter beats on both revenue and earnings…
Scotiabank lowered its price target for Rapid7 (RPD) to $9.00 from $18.00 while keeping a Sector Perform rating, citing a weaker-than-expected 2026 outlook despite acceptable fourth-quarter metrics and current profitability. The bank described 2026 as a transition year with projected declines in revenue and operating income, a stance echoed by seve…
KeyBanc upgraded its price objective on Lattice Semiconductor to $125 from $95 and kept an Overweight rating after Q4 2025 results and Q1 2026 guidance that the firm called slightly better than expected. Strength in the Communications and Computing segment, driven by server revenue and rising FPGA content, underpins the forecast; other brokerages a…
KeyBanc reduced its price target on Mid-America Apartment Communities (MAA) to $155 from $170 but maintained an Overweight rating, citing uncertainty about demand and the durability of a Sunbelt fundamentals recovery. The firm noted MAA projects the largest acceleration in blended lease-rate growth among apartment REITs providing initial guidance f…
KeyBanc Capital Markets raised its price target on Entegris Inc to $156 from $111 and retained an Overweight rating, interpreting the company’s fourth-quarter update as evidence that a material recovery in semiconductor materials demand is approaching. While first-half guidance implies only modest topline expansion, the firm expects acceleration to…
KeyBanc Capital Markets held its Sector Weight rating on Axalta Coating Systems, citing persistent weakness in the refinish segment and broader automotive caution. The firm noted Axalta's recent fourth-quarter shortfalls tied to refinish destocking and softer industrial coatings, even as the company trades below InvestingPro's fair value estimate. …
KeyBanc raised its price target on DuPont to $57 from $51 while retaining an Overweight rating, citing confidence in the company’s growth trajectory after portfolio reshaping. The firm pointed to consistent execution, initial 2026 guidance, early order growth, and an attractive valuation at 13.1 times estimated 2026 EBITDA as reasons for the change…
KeyBanc has maintained an Overweight rating and a $210.00 price objective on Welltower Inc. (WELL), citing guidance that modestly outpaced consensus and structural portfolio changes expected to drive same-store NOI. The healthcare REIT’s updated 2026 normalized FFO guidance sits slightly above street estimates at the midpoint, while recent quarterl…
KeyBanc Capital Markets has left its Sector Weight rating on Lyft following the company’s fourth-quarter report. The firm highlighted robust bookings and EBITDA performance but flagged investor concerns that rides growth is trailing bookings growth, with implications for Lyft’s market position and longer-term targets.
T-Mobile said it has begun offering a real-time AI translation service integrated directly into its wireless network that translates phone calls across more than 50 languages. The capability, activated when at least one participant is on T-Mobile’s network and described as instantaneous once turned on, coincided with a 5.5% premarket decline in Duo…
Tower Semiconductor reported fourth-quarter adjusted earnings that exceeded Wall Street expectations, driven by demand for silicon photonics chips used for high-speed data transmission in AI infrastructure. The company announced an additional $270 million equipment investment in silicon photonics, bringing total spending on the technology to $920 m…
Keefe, Bruyette & Woods reduced its price target for Zillow Group to $60 from $65 while retaining a Market Perform rating. The change follows Zillow's 2026 guidance and reflects modest downward AEBITDA revisions driven by higher expenses, partially offset by stronger revenue projections. KBW raised its adjusted EPS and GAAP EPS forecasts due to a l…
Needham Capital has increased its price target for Lattice Semiconductor to $110 from $90 and kept a Buy rating after the company reported stronger-than-expected fourth-quarter 2025 results and gave higher guidance for early 2026. The research house raised its 2026 revenue growth projection to 32% year-over-year and pointed to durable demand in ser…
Oppenheimer lowered its price target for Freshworks Inc. (FRSH) from $18.00 to $15.00 while retaining an Outperform rating. The adjustment follows a quarter the firm called "good," with record gross margins and revenue and earnings beats, but it reflects a reassessment tied to lower peer group multiples and guidance that signals near-term margin pr…
Scotiabank reduced its price target on Datadog to $160 from $180 while keeping a Sector Outperform rating. The bank pointed to Datadog’s 2026 revenue guidance, a notable "8-figure deal" tied to Anthropic, and a fourth-quarter reacceleration among core customers as support for the company’s outlook, even as the stock has fallen about 32% over the pa…
TD Cowen lowered its price target on Klaviyo Inc. (KVYO) to $35 from $40 while keeping a Buy rating following the company’s fourth-quarter results and fiscal 2026 guidance. The quarter delivered 30% revenue growth and a one-point improvement in net revenue retention to 110%. Klaviyo also posted stronger-than-expected EPS and revenue versus consensu…
BMO Capital has reduced its 12-month price objective for S&P Global to $482 from $601 but left its rating at Outperform after the company reported fourth-quarter 2025 results. The bank cited a below-Street 2026 guidance driven by softer projections for Market Intelligence and Ratings revenue and slightly weaker margins. Investors also focused on ma…
Needham raised its price target for Advanced Energy Industries to $330 from $290 and kept a Buy rating following a robust fourth quarter that beat guidance and consensus on both revenue and earnings. The company reported revenue of $489 million and EPS of $1.94 for Q4, outpacing forecasts, and provided guidance that points to continued strength in …
WEC Energy Group President and CEO Scott J. Lauber sold 8,089 shares on February 9, 2026, for roughly $895,462 while simultaneously exercising options to acquire the same number of shares at $58.305 each. The utility reported a Q4 2025 EPS shortfall versus expectations but posted revenue above forecasts. Analysts have kept Outperform ratings and ra…
Charles Schwab's CEO expressed surprise and disappointment after the firm's stock dropped following investor concerns about AI disruption. In a Bloomberg Television interview, Rick Wurster said Schwab is leveraging AI tools like Wealth.com, and that the technology has reduced the company's cost to serve accounts by 21%.
H.C. Wainwright has reiterated a Buy rating and maintained a $12.00 price objective on Rezolve AI Ltd. (NASDAQ: RZLV) after the company's $230 million acquisition of Reward Loyalty UK Limited. The deal, funded from Rezolve’s cash on hand, adds about $90 million in annual revenue and supports the firm’s aggressive 2026 revenue goal of $350 million. …
Canaccord Genuity reduced its price target for Zillow Group (ZG) to $72 from $84 and kept a Hold rating after the real estate marketplace reported mixed quarterly results. Revenue topped expectations but profitability fell short, with higher-than-anticipated legal expenses projected to shave about 200 basis points off adjusted EBITDA margin in the …
Guggenheim reduced its price target on Spotify to $720 from $750 while retaining a Buy rating, attributing the change to a higher current cost of capital. The firm pointed to a solid fourth-quarter performance with outsized monthly active user growth and guidance that met or exceeded expectations. Multiple analysts adjusted targets after the quarte…
Guggenheim lowered its price target on Lyft to $22 from $26 but kept a Buy rating, citing a meaningful slowdown in ride growth that contrasted with accelerating gross bookings in the fourth quarter. Management highlighted strategic tradeoffs and expects pricing benefits from a shift toward luxury offerings and regulatory-driven volume gains later i…
Canaccord Genuity lowered its price objective for Datadog (DDOG) to $185 from $210 while retaining a Buy rating, citing a prudent growth outlook even as the company continues to accelerate revenue and expand AI-related customer wins. Datadog reported robust quarterly and annual growth, strong gross margins, and multiple product lines that exceed $1…
