Bank of America raised its price target on PepsiCo (PEP) to $173 following the snack and beverage giant's solid quarterly results and a strategic move to cut prices on popular snacks ahead of the Super Bowl, while maintaining a Neutral rating.
Investment firm Lake Street Capital Markets has lowered its price target for Aquestive Therapeutics to $6, down from $8, while maintaining a Buy rating. The adjustment follows the company's receipt of a Complete Response Letter from the FDA for its epinephrine film Anaphylm, delaying its potential market launch.
UBS and Wells Fargo have trimmed their price targets for chip designer Arm Holdings, citing near-term revenue adjustments. Despite the revisions, both firms maintain bullish Buy ratings, underscoring confidence in Arm's pivotal role in the expanding artificial intelligence ecosystem.
Bank of America has lowered its price target on Unity Software (NYSE: U) to $18, maintaining an Underperform rating and highlighting a significant valuation premium. The move contrasts with more bullish stances from other analysts who point to the company's AI-driven growth potential.
Insurance brokerage giant Arthur J. Gallagher reported robust fourth-quarter profit growth, driven by resilient demand. However, Truist Securities has lowered its price target on the stock, citing valuation pressures across the property & casualty brokerage sector.
Northland Capital has revised its price target for Bitdeer Technologies (BTDR) downward to $25, citing a more conservative valuation approach following the company's latest operational update. The firm, however, reaffirmed its Outperform rating, signaling continued confidence in the blockchain and high-performance computing firm's long-term strategy.
Wells Fargo raises AGNC Investment Corp.'s price target to $12, citing anticipated Federal Reserve rate cuts as a key driver for the mortgage REIT's net interest income and book value stability in the coming year.
Canaccord Genuity's Joseph Vafi dramatically cuts his MicroStrategy price target from $474 to $185, citing Bitcoin's failure to act as a safe haven and its heightened correlation with risk assets amid the prolonged crypto downturn.
While ChargePoint's core valuation model remains steady, a wave of analyst price target cuts, including a notable $5 target from Goldman Sachs, signals a market reassessing the EV charging network's path to profitability and cash flow management.
Analysts are recalibrating expectations for Treace Medical Concepts, lowering price targets despite a steady fair value estimate. The adjustments reflect concerns over uneven demand patterns, the distorting effect of one-time distributor orders, and questions about the company's operational execution in a challenging market.
PepsiCo reaffirmed its full-year financial guidance after reporting stronger-than-expected fourth-quarter results. The food and beverage giant announced price cuts of up to 15% on key snack brands like Lay's and Doritos in the U.S., citing consumer affordability pressures.
Mizuho Securities lowered its price target for Qualcomm, citing a weaker outlook for global smartphone shipments and increased competition. The firm projects a potential decline in handset production and pressures from rising memory costs.
Following Microsoft's Q2 FY2026 results, Raymond James and Piper Sandler have revised their price targets downward, citing a strategic reallocation of resources toward first-party applications and internal R&D, which is tempering near-term Azure growth expectations.
Wall Street maintains a positive stance on American Tower Corporation (AMT) as it enters 2026, with over 70% of analysts recommending the stock. While several firms have trimmed price targets citing sector headwinds, the long-term outlook for the communications infrastructure giant remains favorable, driven by its data center portfolio and stable tower business.
KeyBanc Capital Markets has reiterated its bullish stance on Amazon.com, Inc., lifting its price target and highlighting underestimated momentum in AWS and the grocery sector, even as the company continues a significant corporate workforce restructuring.
As Qualcomm prepares to report Q1 2026 earnings, a wave of analyst downgrades and lowered price targets reflects growing concerns over smartphone market softness and competitive pressures, overshadowing progress in automotive and robotics.
Goldman Sachs raises Sweetgreen's price target to $5.60, citing policy tailwinds for consumer spending, even as it maintains a Sell rating. The salad chain's expansion and strong revenue growth continue to draw investor attention.
Analyst Piper Sandler has lowered its price target on Black Diamond Therapeutics (BDTX) while maintaining an Overweight rating, following a broad review of its biotech coverage. The adjustment comes even as the company recently reported encouraging Phase 2 data for its lead oncology drug candidate.
Bank of America has modestly lowered its price target on JD.com, following a similar move by DBS, as analysts revise down revenue and profit estimates for the Chinese e-commerce giant, citing weaker consumer electronics demand and scaled-back subsidy programs.
Analysts at Piper Sandler have slightly lowered their price target for Expand Energy (EXE), the natural gas giant formed from a recent mega-merger, reflecting near-term pressures but maintaining a bullish long-term outlook for the sector.
