Karman Holdings (NYSE: KRMN) is capturing Wall Street's attention as a series of bullish analyst calls, including a significant price target hike from KeyBanc, fuel its ascent. The stock's rally is tied to sustained momentum in the aerospace and defense sector, though some advise caution after its rapid gains.
Jefferies raises price target on CS Disco following strong Q3 results fueled by its Cecilia AI platform, yet maintains a cautious 'Hold' rating as the company balances growth investments against profitability.
British Land Company PLC (LON:BLND) finds itself firmly in the hands of institutional investors, who control 88% of its shares. While this signals strong professional backing, it also raises questions about stock volatility and boardroom influence in the UK's property sector.
Bank of America has raised its price target for clinical-stage biopharma firm Xencor (XNCR), highlighting a cautiously improving landscape for the sector driven by data catalysts, M&A, and capital access.
Truist Securities has increased its price target for Nuvation Bio, highlighting the promising early commercial traction of its oncology drug Ibtrozi, which is outpacing competitors in the ROS1 inhibitor space.
DA Davidson joins Morgan Stanley in lowering price targets for language-learning app Duolingo, citing data suggesting daily active user growth may fall short of expectations despite a strong start to the year.
Keefe Bruyette & Woods raises its price target on Riot Platforms (RIOT) to $23, citing a new long-term agreement with AMD that provides revenue visibility and supports the company's high-performance computing strategy.
Despite a lowered price target following an analyst transition, TD Cowen maintains a bullish stance on Alphatec Holdings, citing undervalued growth drivers including a new regenerative bone graft partnership and a robust long-term revenue outlook.
Clinical-stage biopharma Mineralys Therapeutics has filed its New Drug Application for lorundrostat, a potential treatment for resistant hypertension, following positive results from multiple trials. The move positions the company for a potential 2026 market entry and has drawn upgraded price targets from analysts.
Keefe Bruyette significantly raises its price target for Cipher Mining (CIFR), citing the company's strategic expansion into AI and high-performance computing data centers as a key growth driver.
Bank of America leads a wave of analyst upgrades for DigitalOcean, citing the viral success of its AI agent 'Clawdbot' and the company's strategic positioning in the burgeoning agentic AI market for developers.
NextPower Inc. sees its price target raised by TD Cowen following a robust third-quarter earnings beat and a landmark joint venture in Saudi Arabia, signaling growing confidence in the solar technology firm's trajectory.
Wall Street firms Keefe Bruyette and BTIG have raised price targets on Core Scientific, citing the company's strategic shift from Bitcoin mining to high-performance computing infrastructure for AI as a key driver for future growth.
Barclays raises Astera Labs' price target to $165, naming it a top pick for AI integration plays in its 2026 semiconductor outlook, while contrasting analyst views highlight the evolving debate on AI's infrastructure demands.
A new discounted cash flow analysis indicates Corero Network Security plc (LON:CNS) may be significantly undervalued at current trading levels, presenting a potential opportunity for investors in the cybersecurity sector.
Australia reaffirms its commitment to building resilient critical mineral supply chains and a strategic reserve, undeterred by the U.S. stepping back from plans to guarantee minimum prices for such projects.
The IT infrastructure giant is deepening its SAP partnership with a new Center of Excellence and an AI-powered 'Clean Field' methodology, aiming to automate complex migrations and modernizations for enterprise clients. The strategic push highlights Kyndryl's attempt to pivot from low-margin maintenance work to higher-value AI-enabled transformation services.
Western Digital Corp (WDC) announced a robust 25% year-over-year revenue increase for its fiscal second quarter of 2026, driven by strategic long-term agreements and a favorable product mix. While consumer segment challenges persist, the company is positioning itself to capitalize on the burgeoning data storage demands from artificial intelligence.
Fueled by exceptional demand for its HOKA and UGG brands, Deckers Outdoor Corp. posted a robust third-quarter performance, prompting the company to raise its fiscal 2026 guidance. Executives pointed to strategic product launches, direct-to-consumer strength, and clean marketplace inventories as key drivers.
PennyMac Mortgage Investment Trust (PMT) reported a robust fourth quarter, highlighted by a 13% return on equity and strategic advancements in its securitization business. Executives outlined a confident outlook for 2026, emphasizing disciplined risk management and growth in targeted lending segments.
