JPMorgan Mixed on HP (HPQ) Amid Demand Concerns
On February 25, 2026, JPMorgan cut the target to $19 from $21, while reiterating a ‘Neutral’ rating.
Hedge Fund Investor Letters Q4 2025
We will be sharing Q4 2025 hedge fund investor letters in this article.
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DocuSign (DOCU) Shares Down Amid Weak Momentum in Software Industry
Ahead of fourth-quarter earnings, analysts remain concerned about how software names, such as DocuSign, Inc. (NASDAQ:DOCU), can mitigate AI-related disruptions.
Analysts Mixed on Dell Technologies (DELL) Amid Rising Memory Costs
With significant analyst and hedge fund sentiment, alongside a low forward price-to-earnings (PE) ratio, Dell Technologies Inc.
Analysts at Mizuho Remain Bullish on IQVIA (IQV) Following Q4 Results
With significant analyst and hedge fund sentiment, alongside a low forward price-to-earnings (PE) ratio, IQVIA Holdings Inc.
Wells Fargo Bullish on QUALCOMM (QCOM) Amid $100+ Billion AI Inference Market Opportunity
Analysts at Wells Fargo believe QUALCOMM Incorporated (NASDAQ:QCOM) may lift broader sentiment once more clarity emerges surrounding the company’s AI and data center strategy.
Heightened AI Competition Fuels Analyst Skepticism on Adobe (ADBE)
Investors are currently skeptical of Adobe Inc. (NASDAQ:ADBE) amid heightened competition from AI-powered tools.
BNP Paribas Upgrades NatWest Group plc (NWG) to Neutral From Underperform
NatWest Group plc (NYSE:NWG) is one of the best cheap stocks under $50 to buy right now.
Morgan Stanley Lifts PT on Banco Santander (SAN) to EUR 12.10 From EUR 11.50
Banco Santander, S.A. (NYSE:SAN) is one of the best cheap stocks under $50 to buy right now. Morgan Stanley lifted the price target on Banco Santander, S.A.
Sanofi (SNY) and Regeneron’s Dupixent Recommended for EU Approval
Sanofi (NASDAQ:SNY) is one of the best cheap stocks under $50 to buy right now.
Where is UBS Group AG (UBS) Headed According to the Street?
UBS Group AG (NYSE:UBS) is one of the best cheap stocks under $50 to buy right now.
Is Brookfield Corporation (BN) a Buy Post Earnings?
Brookfield Corporation (NYSE:BN) is one of the best cheap stocks under $50 to buy right now.
Analyst Bullish on Twilio (TWLO) After Q4 Earnings Report
On February 13, Needham reiterated its Buy rating on Twilio Inc. (NYSE:TWLO) with a price target of $145, after the company reported its fourth-quarter 2025 performance.
BTIG Retains Neutral Rating on Affirm Holdings (AFRM) Citing January 2026 Trust Data
On February 26, BTIG reiterated a Neutral rating on Affirm Holdings Inc. (NASDAQ:AFRM) based on the company’s January 2026 trust data.
Blue Owl (OWL) Troubles Worry $2T Private Credit Industry
On February 27, Reuters reported that the difficulties faced by Blue Owl Capital Inc. (NYSE:OWL) have added to the pressure building up on the $2 trillion private credit industry.
Analyst Price Target Change at HubSpot (HUBS) Precedes Q4 Earnings Call
On February 14, HubSpot Inc. (NYSE:HUBS) held its fourth-quarter 2025 earnings call, where it reported a revenue increase of about 18% year over year in constant currency and 20% as reported.
Macquarie Lowers Price Target on Baidu (BIDU) Citing Sluggish Ad Business
On February 26, Macquarie lowered its price target on Baidu Inc.
Stephens Sees Sustainable Growth for Establishment Labs Holdings Inc. (ESTA) Over the Coming Years
TheFly reported on February 25 that Stephens raised the price target for ESTA to $90 from $85 and kept an Overweight rating on the stock. According to the firm, the company's expanding U.S.
Wolfe Research Notes Conviction-Driven Opportunities in ACADIA Pharmaceuticals Inc.'s (ACAD) Therapeutic Domains
TheFly reported on February 23 that Wolfe Research initiated coverage of ACAD with an Outperform rating and a $33 price target.
Deutsche Bank Updates Choice Hotels International, Inc. (CHH) Target Following Q4 Results Review
On February 20, Deutsche Bank increased its price target on CHH to $119 from $109 and maintained a Hold rating on the stock.
RBC Notes CareTrust REIT, Inc. (CTRE) Well-Positioned Amid Increased G&A and Investment Timing
TheFly reported on February 24 that RBC Capital raised its price target on CTRE to $44 from $41 and maintained an Outperform rating following the company’s fourth-quarter results.
Oppenheimer Cites Strong Q4 Earnings and Customer Gains for DigitalOcean Holdings, Inc. (DOCN) Upgrade
TheFly reported on February 25 that Oppenheimer raised its price target on DOCN to $85 from $60 and maintained an Outperform rating on the shares.
iRhythm Holdings, Inc. (IRTC) Reports $5.6M Net Income, 70.9% Gross Margin in Q4 2025
On February 19, iRhythm Holdings, Inc. (NASDAQ:IRTC) published its results for the fourth quarter and the entire year of 2025.
Morgan Stanley Sees Planet Fitness, Inc. (PLNT) Picking Up Steam After Early-Year Setbacks
TheFly reported on February 26 that Morgan Stanley lowered its price target on PLNT to $117 from $128 while maintaining an Overweight rating on the shares.
Citi Highlights Normalized Yield Curve Supporting Old National Bancorp (ONB) Profitability
TheFly reported on February 24 that Citi raised its price target on ONB to $29 from $28 while reiterating a Buy rating on the stock. The firm cited a more normalized yield curve situation as the ...
TD Cowen Updates Elastic N.V. (ESTC) Financial Model on Anticipated Performance
TheFly reported on February 23 that TD Cowen reduced its price target on ESTC to $70 from $85 while reiterating a Hold rating. In anticipation of performance above expectations and increased projections...
Kite Realty Group Trust (KRG) Leases 1.3M Sq. Ft. Across 164 New and Renewal Contracts in Q4
Kite Realty Group Trust (NYSE:KRG) released its fourth-quarter 2025 results on February 17, 2026, with Core FFO of $0.51 per diluted share and NAREIT FFO of $0.52 per share.
HSBC Notes Steady Progress Toward Wide Market Adoption for QuantumScape Corporation (QS)
TheFly reported on February 19 that HSBC raised QS to a Hold rating from Reduce and set a price target of $8.30, down from $10.50.
Price Target Increased on Albemarle Corporation (ALB) Amid Sustained Lithium Market Strength
TheFly reported on February 23 that Berenberg Bank increased its price target for ALB to $153 from $135 and kept a Hold rating.
H.C. Wainwright Sees Opportunity After Fiat Chrysler Ends Offtake Agreement With Westwater Resources, Inc. (WWR)
TheFly reported on February 9 that H.C.
Joint Evaluation Agreement With Samsung SDI and BMW Supports Solid Power, Inc. (SLDP) Battery Validation
TheFly reported on February 24 that SLDP reported its operational and financial results for the full year 2025 and outlined its objectives for 2026.
BofA Notes Operational Risk Eased With Sigma Lithium Corporation (SGML) Mining Restart
On February 3, TheFly reported that BofA Securities upgraded SGML from Underperform to Neutral, keeping the price target at $14.
Canaccord Adjusts Lithium Americas Corp. (LAC) Target Following 2026 CapEx and Project Updates
TheFly reported on February 20 that Canaccord Genuity lowered its price target for LAC to C$7 from C$7.50 while keeping a Hold rating. The change came after the business provided forecasts for 2026...
Cantor Fitzgerald Cites Lower Production and Forecasts for Lucid Group, Inc. (LCID) Target Cut
TheFly reported on February 25 that Cantor Fitzgerald reduced its price target for LCID to $14 from $21 while maintaining a Neutral rating on the stock.
BofA Highlights Positive Outlook for Freeport-McMoRan Inc. (FCX) on 2026 Metal Prices
TheFly reported on February 26 that BofA Securities raised its price target for FCX to $81 from $68 while maintaining a Buy rating on the stock.
Jefferies Cites Strong U.S. Market Conditions Driving Fluence Energy, Inc. (FLNC) Upgrade
TheFly reported earlier on February 9 that Jefferies upgraded FLNC from Hold to Buy, setting a revised price target of $24, down from $25. The firm listed improved U.S.
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