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Summary: BMO Capital Markets lifted its 12-month price target on ConocoPhillips (COP) to $115 from $105 while retaining an Outperform rating. The move comes even as the firm trimmed earnings estimates after ConocoPhillips reported fourth-quarter 2025 results and provided a 2026 outlook that BMO characterized as broadly in line with expectations. Th…
BMO Capital has increased its price objective for Amazon.com to $310 from $304 and maintained an Outperform rating following the company's fourth-quarter 2025 results. The upgrade reflects notable acceleration at Amazon Web Services (AWS), solid advertising performance, and broad retail strength, even as the company reports a slight EPS miss and la…
BMO Capital Markets increased its price target on Green Plains Renewable Energy to $14 from $12 while retaining a Market Perform rating, citing a better-than-expected fourth-quarter EBITDA driven by ethanol results, hedges and 45Z tax credits. The company reported Q4 2025 EPS that exceeded expectations even as revenue declined year-over-year and be…
Jefferies cut its rating on Kinetik Holdings Inc from Buy to Hold and set a $43.00 price target, citing a stretched valuation after a strong run-up in the stock and continuing operational challenges that could mute near-term upside. The firm projects 2026 adjusted EBITDA below consensus and notes potential insider-sale pressure near current trading…
TD Cowen has opened coverage on Nanobiotix S.A. (NBTX) with a Buy rating, emphasizing the company’s physics-based therapeutic platform and the tumor-sensitizing candidate NBTXR3. The stock trades near $21.03 and has posted a 497% gain over the past year. While clinical readouts and potential royalty streams underpin optimism, the company remains un…
Jefferies reduced its 12-month price target on Genpact Ltd. to $45 from $56 but kept a Buy rating. The move follows a quarter in which revenue met expectations and margins outperformed, and management reiterated a medium-term growth framework of at least 7% year-over-year growth for 2026. The stock, trading near its 52-week low, appears oversold ba…
BMO Capital has raised its price target on Patrick Industries to $155 from $140 and maintained an Outperform rating following the company's stronger-than-expected fourth-quarter 2025 results. The upgrade reflects broad-based earnings strength, favorable product mix in the recreational vehicle segment, and positive early-season channel checks, even …
BMO Capital raised its price target on Bloom Energy Corp. to $149 from $136 following the company’s year-end 2025 earnings call, but retained a Market Perform rating. Bloom’s 2026 revenue guidance, gross margin expansion target and EBITDA outlook topped both BMO’s and consensus forecasts, and the firm pointed to a growing $6 billion product backlog…
Pictureworks International Holdings Limited (PICW) has submitted paperwork for a proposed initial public offering on the Nasdaq. The company provides one-stop digital imaging and information solutions to customers in the leisure, tourism and entertainment sectors across several Asian markets, and has appointed Cathay Securities as the sole underwri…
Mexican state oil company Pemex has granted a mixed contract for the onshore Macavil crude and gas field to a company controlled by billionaire Carlos Slim, three informed sources said. Under the model, Pemex keeps at least a 40% stake. The award adds to Slim's growing portfolio of energy ties with Pemex and follows prior mixed-contract awards last…
Carlyle Group reported a rise in fourth-quarter distributable earnings, supported by realized gains at its private-equity unit and strength across its global credit and secondaries businesses. Distributable earnings rose to $436 million, or $1.01 per share, while net realized performance revenue increased to $123 million. Fee-related earnings edged…
DA Davidson raised its price objective for CyberArk Software to $573 from $518 and maintained a Buy rating after the company's fourth-quarter results. The upgrade sets the highest analyst target on the stock, which is trading at $381.72. CyberArk reported robust subscription and recurring revenue growth, delivered free cash flow above expectations,…
DA Davidson reduced its price objective for Tenable to $24 from $25 while retaining a Neutral rating, citing mixed signals on growth that follow a solid Q4 and modestly above-consensus 2026 guidance. Key concerns include slightly weaker unlevered free cash flow guidance and the company’s decision to stop guiding on cloud computing billings amid sho…
DA Davidson increased its price target on Alphabet (GOOGL) to $310 from $300 following the company’s fourth-quarter 2025 results, attributing the bump to accelerating growth in Google Cloud. The firm preserved a Neutral rating even as Alphabet reported revenue and profit beats and marked robust year-over-year top-line growth. Several other brokerag…
DA Davidson increased its price target for Ametek Inc. to $265 from $240 while keeping a Buy rating, pointing to strong fourth-quarter execution, higher bookings that pushed backlog to record levels, and solid revenue growth. The firm and other analysts flagged strength across medical, aerospace and defense, automation and power end markets, while …
DA Davidson raised its price objective on Orion Marine Group (ORN) to $15.00 from $13.00 and kept a Buy rating after the company announced the acquisition of J.E. McAmis, Inc. and JEM Marine Leasing LLC. The firm highlighted the transaction's attractive financial profile, including EBITDA margins above 20%, and said Orion is transitioning toward a …
Truist Securities has maintained a Buy rating on TAT Technologies (TATT) with a $61 price objective, implying roughly 32% upside from the stock's recent price. The reaffirmation followed the company's investor day and a site visit to Greensboro, while competing analysts have also raised targets or begun coverage amid growing interest in the company…
Shell said it has chosen PricewaterhouseCoopers (PwC) as its new external auditor after a competitive tender, with PwC taking over from Ernst & Young (EY) in 2027. The decision comes amid an investigation by Britain’s Financial Reporting Council into EY’s audit of Shell’s 2024 financial statements and follows Shell disclosures that EY breached part…
Russian Foreign Minister Sergei Lavrov said on Friday that Moscow would prefer to continue dialogue with the United States after the New START nuclear arms control treaty expires, while underlining that Russia is prepared for any scenario. He added that Russia will evaluate whether Washington is willing to engage in discussions on strategic nuclear…
The European Commission has issued preliminary charges against TikTok under the Digital Services Act after a year-long probe, alleging the platform’s design and personalised recommender system promote compulsive use and that the company failed to assess or mitigate harms to users, including children and vulnerable adults. TikTok has rejected the fi…
A sharp AI-fueled correction within large-cap technology, particularly software stocks, has unsettled equity markets and erased the S&P 500's gains for 2026. Investors are watching whether a broader rotation into energy, consumer staples and industrials can offset drag from tech as a packed calendar of labor and inflation reports could reshape expe…
BMO Capital has reaffirmed a Market Perform rating on Novo Nordisk amid management commentary on 2026 guidance, ongoing pricing pressure, and strategic emphasis on oral obesity therapies. The company is prioritizing its Wegovy pill launch and a relaunch of Rybelsus as the "Ozempic pill," while reporting positive Q4 2025 results and advancing severa…
Cantor Fitzgerald reaffirmed an Overweight rating and a $30 12-month price target on Tenable following the cybersecurity company's fourth-quarter 2025 results. Tenable topped consensus on multiple metrics, raised fiscal 2026 guidance above estimates and expanded its share repurchase program, while Truist also reiterated a Buy rating after the quart…
Telehealth firm Hims & Hers Health has expanded its weight-loss lineup to include a compounded oral form of semaglutide branded as Wegovy. The move has prompted questions from analysts about the legal foundations for compounding in the absence of an FDA-declared drug shortage. Market commentary also highlights the ongoing prominence of compounded G…
UBS increased its 12-month price target on e.l.f. Beauty to $102 from $98 and maintained a Neutral rating after the cosmetics company delivered stronger-than-expected third-quarter results and raised fiscal 2026 guidance. The move reflects upside tied to growth from the rhode brand and cost efficiencies, but UBS and investors remain focused on how …
