五大评级上调个股 五大评级下调个股 五大首次覆盖评级个股 1. 梅利厄斯研究将达登餐饮（DRI）的评级从 "持有" 上调至 "买入"，目标价从 240 美元上调至 265 美元。该机构表示，达登餐饮坚持价值导向的运营策略，正为其带来稳定的客流量与持续的市场 份额增长。瑞穗证券同时将达登餐饮的评级从 "中性" 上调至 "跑赢大盘"，目标价从 195 美元上 调至 235 美元。 2. 摩根大通将宝洁公司（PG）的评级从 "中性" 上调至 "增持"，目标价从 157 美元上调至 165 美 元。该机构在研报中向投资者指出，宝洁有望在中期加速内生性销售增长，并进一步提升利润 率。 3. 加拿大皇家银行资本市场旗下考恩公司将飞塔信息（FTNT）的评级从 "持有" 上调至 "买入"，目 标价维持 100 美元不变。该机构称，对飞塔信息的渠道调研显示，公司在 2026 财年整体运营将保 持稳定。 4. 德意志银行将应用材料公司（AMAT）的评级从 "持有" 上调至 "买入"，目标价从 275 美元大幅上 调至 390 美元。该机构上调了对应用材料的业绩预期，以此反映 2026 至 2027 年晶圆制造设备行 业将迎来 " ...

We recently compiled a list of the 15 High Growth Mid-Cap Stocks to Buy. The fifth stock on our list of high growth stocks is e.l.f Beauty, Inc. TheFly reported on January 14 that UBS lowered its price target on ELF to $98 from $105 and maintained a Neutral rating on the stock. The analyst stated that although the company’s operating environment and market conditions are still difficult, fundamentals may improve in 2026. e.l.f Beauty, Inc. (ELF) Maintains Analyst Attention With 2026 Growth Potential Sim ...

Key Points Wisconsin-based Jacobson & Schmitt Advisors added 48,504 shares of e.l.f. Beauty in the fourth quarter for an estimated $4.77 million trade based on quarterly average prices. Despite the purchase, the quarter-end value of the stake decreased by $4.24 million, reflecting both trading and price movement. The fund now holds 188,924 ELF shares valued at $14.37 million. These 10 stocks could mint the next wave of millionaires › On January 20, Wisconsin-based Jacobson & Schmitt Advisors dis ...

Core Viewpoint - Growth stocks are leading the market and present attractive investment opportunities, with specific recommendations for five stocks to consider for a growth-focused portfolio. Group 1: Nvidia - Nvidia is a major beneficiary of the AI buildout, holding approximately 90% market share in the GPU space, which is crucial for AI workloads [2] - The company’s CUDA software platform and NVLink interconnect system provide a competitive advantage, particularly in large language model training [2] - Current market capitalization is $4.5 trillion, with a gross margin of 70.05% [3][4] Group 2: Alphabet - Alphabet operates its own AI data center and has a complete AI tech stack, including custom AI chips for training its leading LLM, Gemini [5] - The integration of Gemini across its products, including Google Search, has led to increased queries and revenue [6] - Google Cloud's revenue grew by 34% last quarter, indicating strong operating leverage and demand for its Tensor Processing Units (TPUs) [6] Group 3: Pinterest - Pinterest is currently valued at a forward P/E ratio of around 12.5 and has experienced a revenue growth of 17% last quarter [6] - The company is transforming into an AI-powered discovery shopping platform, enhancing its visual search capabilities [6][8] - Its Performance+ suite aids advertisers in creating effective campaigns and improving targeting [8] Group 4: Toast - Toast is a significant player in the SaaS space, providing software solutions for small- and midsized restaurant operators [9] - The company reported a 30% increase in annual recurring revenue (ARR) last quarter, with a 23% rise in new locations using its services [10] - Toast is poised for further growth as it expands into larger chains and international markets [10] Group 5: e.l.f. Beauty - e.l.f. Beauty has gained market share in the mass-market cosmetics sector and continues to expand internationally [11] - The acquisition of the Rhode brand, which achieved over $200 million in sales in under three years, is expected to drive significant growth [13][14] - The brand's recent launch in LVMH's Sephora presents a substantial opportunity for increased distribution and brand awareness [14]

Core Insights - The U.S. retail sales report for November shows a month-over-month increase of 0.6% and a year-over-year increase of 3.1%, indicating strong consumer spending trends [1] Winners - Nonstore retailers, including e-commerce giant Amazon, experienced a sales increase of 7.2% in November, suggesting continued positive momentum for the company [2] - Amazon's growth is further supported by its expanding sponsored ad business, operational efficiencies from robotics and AI, and accelerating growth in its cloud computing unit, AWS [4] - Sporting goods stores saw a notable sales increase of 7.8%, with Nike showing signs of a turnaround, bolstered by significant insider buying from CEO Elliot Hill and Apple CEO Tim Cook [5][7] - Dick's Sporting Goods is also positioned as a potential winner, focusing on experiential retail to attract customers while managing its recent acquisition of Foot Locker [8] - E.l.f. Beauty benefited from a 6.7% year-over-year sales increase in health and personal care stores, supported by its market share growth and the acquisition of Rhode [9][10] - The food services and drinking places category saw a 4.9% sales increase, which is expected to benefit restaurant software provider Toast as it expands its customer base [11] Losers - Furniture stores and building material and garden supply dealers faced negative sales growth, with declines of 1.4% and 2.8%, respectively, impacting companies like RH, which is navigating a challenging market [12] - Home improvement retailers Home Depot and Lowe's have struggled with same-store sales growth, although both have had strong starts in 2026 [14]

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

e.l.f. Beauty Inc. (NYSE:ELF) is one of the most promising mid-cap consumer staples stocks under $100. On December 18, JPMorgan analyst Andrea Faria Teixeira reaffirmed her Overweight rating for e.l.f. Beauty Inc. (NYSE:ELF), as part of the firm’s 2026 outlook. The stock was subject to a downward revision to the target price, as Teixeira lowered the target from $137 to $103. Her estimates now yield over 18% upside potential at the current level. "I am Impressed," Says Jim Cramer About Ralph Lauren (RL) ...

e.l.f. Beauty, Inc. (NYSE:ELF) is among the 7 Best Beauty Stocks to Buy Right Now. Piper Sandler Retains a Neutral rating on e.l.f. Beauty, Inc. (ELF) On December 22, 2025, TheFly reported that Piper Sandler reduced e.l.f. Beauty, Inc. (NYSE:ELF) price objective from $100 to $85 and retained a Neutral rating. According to the firm, the corporation’s market share increased in Q3 2026 after slowing down in Q2 2026. SPINS statistics through November 30 show that competition is intensifying, making innovatio ...

e.l.f. Beauty, Inc. (NYSE:ELF) is one of the stocks Jim Cramer recently looked at. A caller asked if they should hold the stock or take profit, and Cramer remarked: “Okay, the stock’s been troubled, and a lot of that I think is because people are confused about the Chinese, with the manufacturing. Let’s do this. If you get a tariff overturn from the Supreme Court, this stock’s going to go up 25 points. Let’s just hold on to it for now because I think it’s actually reflecting some of the weakness that I do ...