Baird Raises Analog Devices (ADI) Outlook as Chip Cycle Shows Recovery Momentum
On February 19, Baird raised its price recommendation on Analog Devices (ADI) to $365 from $275. It reiterated an Outperform rating on the shares.
11 High-Growth Industrial Stocks to Buy
Industrial stocks were a bag of mixed fortunes in 2025. While some delivered impressive returns, others were on edge as they capitulated under the weight of US trade war and tariffs.
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BMO Capital Raises CSX Price Target, Sees Continued Freight Recovery
On February 19, BMO Capital raised its price recommendation on CSX Corporation (NASDAQ:CSX) to $41 from $38. The firm reiterated a Market Perform rating on the shares.
Texas Instruments (TXN) Targets Wireless Growth with Silicon Laboratories Acquisition
On February 4, Texas Instruments Incorporated (NASDAQ:TXN) announced that it has agreed to acquire Silicon Laboratories in a $7.5 billion deal.
Citi Sees Continued Uncertainty around Starbucks (SBUX) Recovery, Cuts Target
On February 1, Citi analyst Jon Tower lowered his price recommendation on Starbucks Corporation (NASDAQ:SBUX) to $92 from $94. The analyst reiterated a Neutral rating on the shares.
Barclays Begins Amgen (AMGN) Coverage, Notes Balanced Outlook Despite Trial Debate
On February 20, Barclays initiated coverage of Amgen Inc. (NASDAQ:AMGN) with an Equal Weight rating and a $185 price target.
Barclays Takes Neutral Stance on Gilead Sciences (GILD) Despite Strategic Refocus
On February 20, Barclays began coverage of Gilead Sciences, Inc. (NASDAQ:GILD) with an Equal Weight rating. The firm set a $155 price target on the stock.
Stifel Adjusts Automatic Data Processing (ADP) Price Target, Keeps Neutral Stance
On February 9, Stifel analyst David Grossman lowered his price recommendation on Automatic Data Processing, Inc. (NASDAQ:ADP) to $270 from $280. The analyst maintained a Hold rating on the shares.
TD Cowen Reiterates Buy on American Electric Power (AEP), Cites Improving Execution
On February 20, TD Cowen analyst Shelby Tucker raised the price recommendation on American Electric Power Company, Inc. (NASDAQ:AEP) to $141 from $137.
Barclays Sees Microchip Technology (MCHP) Less Sensitive to Industrial Demand Swings
On February 12, Barclays analyst Tom O’Malley initiated coverage of Microchip Technology Incorporated (NASDAQ:MCHP) with an Equal Weight rating. The analyst set an $80 price target on the stock.
UBS Upgrades Xcel Energy (XEL) on Undervalued Growth and Data Center Demand
On February 13, UBS analyst William Appicelli upgraded Xcel Energy Inc. (NASDAQ:XEL) to Buy from Neutral and raised his price target to $89 from $81.
Baird Boosts Fastenal (FAST) Price Target While Reaffirming Outperform Rating
During Fastenal’s Q4 2025 earnings call, President and Chief Sales Officer Jeffery Watts said the company finished the year on a strong note.
Morgan Stanley Raises PACCAR (PCAR) Price Target Following Machinery Sector Model Updates
On February 3, Morgan Stanley raised its price recommendation on PACCAR Inc (NASDAQ:PCAR) to $109 from $102. It reiterated an Equal Weight rating on the shares.
BofA Reinstates Thomson Reuters (TRI) Coverage as Information Services Sector Outlook Improves
On February 17, BofA analyst Curtis Nagle reinstated coverage of Thomson Reuters Corporation (NASDAQ:TRI) with a Neutral rating. The analyst set a $100 price target on the stock.
Wedbush Maintains Bullish View on Apple (AAPL) despite AI Delay Concerns
On February 17, Wedbush maintained an Outperform rating on Apple Inc. (NASDAQ:AAPL), with a $350 price target.
Evercore ISI Lowers American Express (AXP) Price Target after Q4 Results
On February 10, Evercore ISI analyst John Pancari lowered his price recommendation on American Express Company (NYSE:AXP) to $393 from $400. The analyst maintained an In Line rating on the shares.
Bank of America (BAC) Strengthens Private Credit Platform with $25B Deployment
On February 20, Bloomberg reported that Bank of America Corporation (NYSE:BAC) is committing $25 billion to private-credit deals.
BofA Lifts Coca-Cola (KO) Target as Outlook and Execution Remain Strong
On February 18, BofA analyst Peter Galbo raised his price recommendation on The Coca-Cola Company (NYSE:KO) to $88 from $85. The analyst reiterated a Buy rating on the stock.
Chevron (CVX) Gains Bullish Outlook as Exploration Spending Rises
On February 17, Melius Research said Chevron Corporation (NYSE:CVX) could see upside as exploration activity picks up and the market overlooks its potential in Venezuela.
BMO Capital Cuts Moody’s (MCO) Target as Sector Valuations Compress
On February 9, BMO Capital lowered its price recommendation on Moody’s Corporation (NYSE:MCO) to $480 from $561. It reiterated a Market Perform rating on the stock.
BMO Capital Increases Chubb (CB) Target, Cites Earnings Growth Potential
On February 10, BMO Capital analyst Michael Zaremski raised his price objective on Chubb Limited (NYSE:CB) to $326 from $286. The analyst reiterated a Market Perform rating on the stock.
Kraft Heinz (KHC) Faces Continued Pressure as Morgan Stanley Cuts Price Target
On February 17, Morgan Stanley analyst Megan Alexander Clapp lowered the firm’s price recommendation on The Kraft Heinz Company (NASDAQ:KHC) to $23 from $24.
Kroger (KR) Navigates Thin Margins and Sluggish Industry Growth
A CNBC report published on February 5 noted that The Kroger Co. (NYSE:KR)’s valuation remains relatively low, with the stock trading at 12.7x forward earnings.
Visa Extends Global Partnership with Red Bull Racing in Multi-Year Deal
On February 19, Visa Inc. (NYSE:V) announced a multi-year extension and expansion of its global partnership with Red Bull F1 Team’s Oracle Red Bull Racing and Visa Cash App Racing Bulls.
Mastercard and Ericsson Partner to Expand Global Digital Payment Capabilities
On February 18, Ericsson and Mastercard Incorporated (NYSE:MA) announced a new partnership aimed at improving how money moves around the world.
Analysts Lower Expectations for UnitedHealth (UNH) Following Weak Guidance
UnitedHealth Group Incorporated (NYSE:UNH) is going through a difficult stretch, with the stock dropping nearly 14% since the start of 2026, reflecting growing concern among investors.
BTIG Trims Domino’s (DPZ) Price Target, Cites Same-Store Sales Growth Concerns
On February 19, BTIG lowered its price recommendation on Domino’s Pizza, Inc. (NASDAQ:DPZ) to $500 from $530. It reiterated a Buy rating on the stock.
Nucor (NUE) Extends Dividend Streak with 212th Consecutive Quarterly Payment
On February 20, Nucor Corporation (NYSE:NUE)’s Board of Directors approved its regular quarterly cash dividend of $0.56 per share, which will be paid on May 11, 2026, to shareholders who are on record...
Erste Group Downgrades Cisco Systems, Inc. (CSCO) to Hold on Margin Concerns
TheFly reported on February 18 that Erste Group lowered its rating on CSCO from Buy to Hold and cited concerns over declining gross margins. The firm predicted that revenue would continue to expand ...
Jefferies Calls General Dynamics Corporation's (GD) 2026 Outlook Conservative
TheFly reported on February 1 that Jefferies increased its price target for GD to $385 from $360 and maintained a Hold rating.
BofA Adjusts Motorola Solutions, Inc. (MSI) PT on Backlog Timing Challenges
TheFly reported on February 12 that BofA Securities lowered its price target for MSI to $500 from $520 and gave it a Buy rating. Although the firm still anticipates improving demand patterns throughout...
Samsara Inc. (IOT): A Bull Case Theory
We came across a bullish thesis on Samsara Inc. on T K’s Substack. In this article, we will summarize the bulls’ thesis on IOT. Samsara Inc.'s share was trading at $25.42 as of February 6th.
Roblox Corporation (RBLX): A Bull Case Theory
We came across a bullish thesis on Roblox Corporation on r/Valueinvesting by Ananyxgupta. In this article, we will summarize the bulls’ thesis on RBLX.
Markel Group Inc. (MKL): A Bull Case Theory
We came across a bullish thesis on MKL on Casteleyn Partnership Substack. In this article, we will summarize the bulls’ thesis on MKL. MKL's share was trading at $2,102.15 as of February 6th.
Apollo Global Management, Inc. (APO): A Bull Case Theory
We came across a bullish thesis on Apollo Global Management, Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on APO.
Blackstone Inc. (BX): A Bull Case Theory
We came across a bullish thesis on Blackstone Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on BX.
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