Cautious Guidance Offsets Solid Q4 for CeriBell, Inc. (CBLL), Says Canaccord
TheFly reported on February 25 that Canaccord reduced its price target for CBLL from $30 to $28 and maintained a Buy rating on the stock.
10 Beaten-Down Technology Stocks That Could Bounce Back in 2026
On January 22, Andrew Slimmon, Head of Applied Equity Advisors Team at Morgan Stanley Investment Management, shared his 2026 stock market outlook.
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Canaccord Notes HealthStream, Inc. (HSTM) Well-Positioned Amid Rising AI Pressures on Software Firms
TheFly reported on February 25 that Canaccord reduced its price target for HSTM from $25 to $21 and maintained a Hold rating.
Ziff Davis, Inc. (ZD) Q4 Revenue Slips to $406.7M as Net Income Declines
On February 23, Ziff Davis, Inc. (NASDAQ:ZD) released its financial results for the fourth quarter and the full year 2025.
Goldman Questions MoonLake Immunotherapeutics' (MLTX) Sonelokimab Approval Odds Despite Pipeline Update
TheFly reported on February 26 that Goldman Sachs increased its price target on MLTX to $11 from $10 and maintained a Sell rating.
Wells Fargo Sees Amphastar Pharmaceuticals, Inc.'s (AMPH) AMP-007 as Key to Mid- to High-Single-Digit Growth
TheFly reported on February 27 that Wells Fargo reduced its price target on AMPH to $30 from $34 and kept an Overweight rating on the shares.
Marqeta, Inc. (MQ) Labeled 'Show-Me' Story After Q4 Report, Says Morgan Stanley
TheFly reported on February 25 that Morgan Stanley reduced its price target for MQ to $5 from $6 while keeping an Equal Weight rating on the shares.
Willdan Group, Inc. (WLDN) Selected for $49M Energy Services Project at Mt. San Antonio College
TheFly reported on February 27 that WLDN announced it was chosen by Mt. San Antonio College in California to carry out a $49 million energy services project.
The Marcus Corporation (MCS) Reports Improved Profitability for Fiscal 2025
TheFly reported on Feb 26 that MCS reported its fourth-quarter and full-year fiscal 2025 results.
Forward Air Corporation (FWRD) Seen as Attractive Value at 8.5x 2026 EBITDA, Says Susquehanna
TheFly reported on February 24 that Susquehanna lowered FWRD price target to $42 from $45 and maintained a Positive rating on the shares.
Fortrea Holdings Inc. (FTRE) 2026 Guidance Assumes Stable FX Rates from End-2025
In its financial projection for 2026, which was released on February 26, Fortrea Holdings Inc. (NASDAQ:FTRE) predicted total revenues of $2,550 million to $2,650 million.
H.C. Wainwright Reaffirms Buy on Armata Pharmaceuticals, Inc. (ARMP) After FDA Nod
On February 23, 2026, H.C. Wainwright increased the price target for ARMP from $9.00 to $15.00 and kept a Buy rating on the shares.
Orthofix Medical Inc. (OFIX) Target Reduced at Canaccord Following Q4 Results and 2026 Outlook Update
TheFly reported on February 26 that Canaccord reduced its price target for OFIX from $24 to $20 and gave it a Buy rating.
SouthernSun Exited Timken Company (TKR) Despite Its Strong and Durable Brands
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
SouthernSun Small Cap Strategy’s Q4 2025 Investor Letter
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” fourth-quarter 2025 investor letter.
SCCM Enhanced Equity Portfolio Exited Norfolk Southern (NSC) Following Acquisition Announcement
Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Enhanced Equity Income Fund” fourth-quarter investor letter. A copy...
SCCM Enhanced Equity Portfolio JPMorgan Chase (JPM) Despite Being the Highest-Quality Money Center Bank
Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Enhanced Equity Income Fund” fourth-quarter investor letter. A copy...
Here’s Why SCCM Enhanced Equity Portfolio Exited Its Position in Kenvue (KVUE)
Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Enhanced Equity Income Fund” fourth-quarter investor letter. A copy...
B. Riley Reduces Target Price on Shift4 Payments (FOUR) to $120, Post Q4 Earnings
B. Riley analyst Hal Goetsch, on February 27, reduced his target price on Shift4 Payments by 8.4% to $120 (from $131), but retained the firm’s Buy recommendation on the stock.
B. Riley Cuts Target Price on Go Daddy (GDDY) to $215
B. Riley, on February 25, cut its target price on GoDaddy by 11.6% to $215 but retained the firm’s Buy recommendation on the stock.
Mizuho Reduces Target Price on SM Energy (SM) to $31, Following Q4 Earnings Release
Mizuho, on February 26, reduced its target price on SM Energy by 8.8% to $31 (from $34). Despite the price target cut, the firm retained its Outperform call on the stock.
Benchmark Raises Target Price on Super Group (SGHC) to $18, Post Q4 Results
Benchmark, on February 24, increased its target price on Super Group by 5.9% to $18 (from $17) and reiterated the firm’s Buy recommendation on the stock.
Barclays Cuts Target Price on United Wholesale Morgtage (UWMC) to $6
On February 26, Barclays analyst Terry Ma reduced his target price on UWM Holdings by 14.3% to $6 (from $7) but retained the firm’s Overweight call on the stock.
RBC Capital Initiates Coverage on KKR & Co. Inc. (KKR) with an Outperform Call
RBC Capital initiated coverage of KKR on February 24, assigning the company an Outperform rating and a target price of $137.
Truist Reduces Target Price on Salesforce (CRM) to $280, Citing Sector-Wide Valuation Compression
Truist, on February 27, reduced its target price on Salesforce by 26.3% to $280 (from $380), while retaining the firm’s Buy recommendation on the stock.
RBC Capital Reduces Target Price on Fidelity National Information Services (FIS) to $69 on Slight Q4 Earnings Miss
RBC Capital, on February 25, reduced its target price on Fidelity National Information Services by 19.8% to $69 (from $86) but retained the firm’s Outperform call on the stock.
Wells Fargo Trims Equitable Holdings (EQH) to $57
Wells Fargo, on February 25, trimmed its target price on Equitable Holdings by 5.0% to $57 (from $60) but retained its Overweight call on the stock.
Stifel Trims Target Price on DNOW In (DNOW) to $16, Due to ERP Risk
Sitel, on February 23, trimmed its target price on DNOW by 11.1% to $16 (from $18), while retaining its Buy recommendation on the stock.
KBR Inc (KBR) Relased Q4 2025 Earnings
Margin expansion, especially from the mission tech segment, was the key driver for this beat.
Crescent Energy (CRGY) Released Q4 2025 Earnings
Crescent Energy, on February 25, released its Q4 2025 earnings.
Wells Fargo Upgrades Lincoln National (LNC) to Overweight
Wells Fargo upgraded its call on Lincoln National to Overweight (from Equal Weight) on February 25.
Stephens Neutral on Sonic Automotive (SAH)
Stephens, on February 19, trimmed its target price on Sonic Automotive by 1.5% and retained its Equal Weight call on the stock.
Union Pacific Corporation (UNP) Positioned for Growth Amid Merger Talks with Norfolk Southern
Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Enhanced Equity Income Fund” fourth-quarter investor letter. A copy...
Do You Believe in the Growth Potential of UnitedHealth Group (UNH)?
Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Enhanced Equity Income Fund” fourth-quarter investor letter. A copy...
Is Qualcomm (QCOM) Trading at an Attractive Valuation?
Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Enhanced Equity Income Fund” fourth-quarter investor letter. A copy...
How Tighter Regulation in High-ARPU Verticals Is Changing the Economics of Lead Generation
Regulation is changing how lead generation works in industries where each customer can be worth a lot. Investors often call these high ARPU verticals, where ARPU means average revenue per user.
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