Core Viewpoint - Donaldson Company, Inc. (NYSE: DCI) is a significant player in the filtration industry, providing technology-driven filtration products and solutions across various sectors, which helps maintain a strong competitive position [1] Price Target Trends - The consensus price target for DCI has been increasing, with the average target rising to $109.67 last month from $105.86 last quarter and $95.58 last year, indicating growing analyst optimism about the company's stock performance [2][5] - Analyst Nathan Jones from Stifel Nicolaus has set a contrasting price target of $51 for Donaldson's stock, highlighting the variability in analyst opinions [4] Financial Performance - Donaldson reported GAAP net earnings of $92.5 million for Q2 of fiscal year 2026, a decline from $95.9 million in the same quarter the previous year, with earnings per share (EPS) decreasing slightly to $0.78 from $0.79 [3] - The financial results included $6.7 million of pre-tax, non-recurring charges, which may have impacted the earnings figures [3][5] Market Position - Despite the slight decline in earnings, Donaldson maintains a strong industry position due to its diverse market presence across sectors such as construction, mining, agriculture, and aerospace [1][5]

Perrigo (PRGO) closed the last trading session at $14.55, gaining 1% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $18.67 indicates a 28.3% upside potential.The average comprises three short-term price targets ranging from a low of $18.00 to a high of $20.00, with a standard deviation of $1.15. While the lowest estimate indicates an increase of 23.7% from the current price level, ...

Shares of Remitly Global, Inc. (RELY) have gained 13.3% over the past four weeks to close the last trading session at $16.3, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $21.67 indicates a potential upside of 32.9%.The mean estimate comprises nine short-term price targets with a standard deviation of $2.78. While the lowest estimate of $18.00 indicates a 10.4% increase from t ...

Ameriprise Financial, Inc. (AMP) is a Minnesota-based diversified financial services company providing wealth management, asset management, insurance, and retirement planning solutions to individual and institutional clients. Founded in 1894 and valued at a market cap of $43.8 billion, Ameriprise operates through a nationwide network of financial advisors supported by integrated brokerage, banking, and advisory platforms. The asset management giant has substantially underperformed the broader market over ...

With a market cap of $11.4 billion, Revvity, Inc. (RVTY) is a global health sciences company that provides advanced instruments, reagents, software, and services supporting diagnostics, genomics, drug discovery, and life sciences research. Shares of the Waltham, Massachusetts-based company have underperformed the broader market over the past 52 weeks. RVTY stock has declined 12.5% over this time frame, while the broader S&P 500 Index ($SPX) has gained nearly 13%. However, shares of the company have risen ...

Core Viewpoint - Occidental Petroleum Corporation is a diversified player in the oil and gas industry, operating across various regions and segments, which aids in risk management and opportunity capitalization [1] Group 1: Analyst Sentiment and Price Targets - The average price target for OXY has increased to $51, reflecting a positive outlook from analysts despite anticipated declines in profit and revenue for the fourth quarter [2] - Three months ago, the average price target was $47.83, indicating a positive shift in analyst sentiment, potentially due to improved financial performance or strategic initiatives [3] - A year ago, the average price target was $49.86, showing relatively stable expectations, with a slight upward trend in recent months suggesting growing confidence in the company's market navigation abilities [4] Group 2: Company Focus and Strategic Initiatives - The company is concentrating on reducing debt and maintaining solid production levels, as emphasized by Scotiabank analyst Paul Cheng [2] - Cheng has set a price target of $57, indicating confidence in the company's long-term prospects despite facing short-term challenges [3] - Investors are evaluating whether to buy, hold, or sell OXY shares, particularly with an upcoming earnings report that may impact analyst sentiment and stock price targets [4]

Company Overview - Veralto Corporation (VLTO) has a market cap of approximately $23 billion and operates in water analytics, water treatment, and product quality solutions through its Water Quality and Product Quality & Innovation segments [1] - The company serves various industries, including municipal utilities, food and beverage, pharmaceuticals, and industrials, under well-known brands such as Hach, Trojan Technologies, Videojet, Esko, X-Rite, and Pantone [1] Stock Performance - Over the past 52 weeks, VLTO shares have decreased by 3.6%, while the S&P 500 Index has returned 11.5% [2] - Year-to-date, VLTO shares are down 5.3%, contrasting with a marginal decline in the S&P 500 [2] - VLTO has also underperformed the State Street Industrial Select Sector SPDR ETF, which has returned 26.9% over the same period [3] Financial Performance - In Q4 2025, Veralto reported an adjusted EPS of $1.04, which was better than expected; however, shares fell by 6.2% the following day due to disappointing 2026 guidance [6] - The Q1 adjusted EPS guidance is projected between $0.97 and $1.01, with a full-year EPS forecast of $4.10 to $4.20, indicating slower sequential growth [6] - Analysts expect a 6.9% year-over-year growth in adjusted EPS for the fiscal year ending December 2026, reaching $4.18 [7] Analyst Ratings and Price Targets - Among 18 analysts covering VLTO, the consensus rating is a "Moderate Buy," consisting of nine "Strong Buy" ratings and nine "Holds" [7] - Stifel analyst Nathan Jones has lowered the price target for Veralto to $118 while maintaining a "Buy" rating [8] - The mean price target of $109.19 suggests a 16.4% premium to current levels, while the highest price target of $120 indicates a potential upside of 27.9% [8]

Core Viewpoint - Toll Brothers, Inc. is experiencing a positive sentiment from analysts, reflected in the increase of average price targets despite challenges in the housing market [2][3][6] Price Target Trends - The average price target for Toll Brothers' stock increased from $158 three months ago to $177 last month, indicating improved analyst sentiment [2][3] - A year ago, the average price target was $157.91, showing a steady upward trend in analyst expectations over the year [4] Market Challenges - The construction sector, particularly the housing market, is facing challenges due to high mortgage rates and affordability issues, impacting home order activity and volumes [2][3] - Despite these challenges, there is robust demand in infrastructure and public works, supported by strong public funding and energy transition opportunities, which may buffer Toll Brothers [3] Financial Performance - In the previous quarter, Toll Brothers' adjusted earnings fell short of the Zacks Consensus Estimate by 5.9% and experienced a year-over-year decline of 1.1% [4] - Upcoming earnings reports and strategic announcements are crucial for further insights into the company's performance and potential adjustments in price targets [5][6]

Core Viewpoint - Expeditors International of Washington, Inc. (EXPD) is a leading global logistics provider with a market cap of $19.6 billion, offering a range of services including airfreight, ocean freight, customs brokerage, and supply chain solutions across various regions and industries [1]. Group 1: Company Performance - Over the past 52 weeks, EXPD shares have increased nearly 30%, outperforming the S&P 500 Index, which has risen 11.8% [2]. - Despite the strong performance over the past year, EXPD shares are down 1.7% year-to-date, lagging behind the S&P 500's marginal gain [2]. - On November 4, EXPD shares jumped 10.8% after reporting Q3 2025 EPS of $1.64 and revenue of $2.89 billion, exceeding Wall Street expectations [6]. Group 2: Financial Outlook - For the fiscal year ending December 2025, analysts project EXPD's EPS to rise 3.5% year-over-year to $5.92, with a history of surpassing consensus estimates in the last four quarters [7]. - The consensus rating among 15 analysts covering the stock is a "Hold," with two "Strong Buys," seven "Hold" ratings, one "Moderate Sell," and five "Strong Sells" [7]. Group 3: Market Position and Analyst Ratings - Truist raised its price target on EXPD to $160 while maintaining a "Hold" rating, with the stock currently trading above the mean price target of $139.38 [8]. - The highest price target on the Street is $179, indicating a potential upside of 22.2% from current price levels [8].

Company Overview - Masco Corporation (MAS) is a Michigan-based global manufacturer and distributor of branded home improvement and building products, valued at $15.9 billion by market cap [1] - The company serves residential repair/remodel and new construction markets with a portfolio of industry-leading brands across plumbing fixtures, paints/coatings, and decorative architectural hardware [1] Stock Performance - Over the past year, MAS shares have underperformed the broader market, increasing by 1.1% compared to the S&P 500 Index's 12.9% rise [2] - In 2026, MAS stock has increased by 22.2%, while the S&P 500 has seen a marginal decline year-to-date [2] Earnings Report - On February 10, Masco released its fiscal 2025 Q4 earnings, reporting net sales of $1.79 billion, a 2% decrease year-over-year, and adjusted EPS of $0.82, down 8% from the previous year [4] - Adjusted operating profit fell to $259 million, with an adjusted operating margin of 14.4% [4] - The company anticipates adjusted EPS to be in the range of $4.10 to $4.30 for the upcoming fiscal year [4] Analyst Expectations - For the current fiscal year ending in December, analysts project MAS' EPS to rise by 6.1% to $4.20 on a diluted basis [5] - The earnings surprise history is mixed, with the company beating consensus estimates in two of the last four quarters [5] - Among 22 analysts covering MAS stock, the consensus rating is a "Moderate Buy," consisting of six "Strong Buy" ratings, 15 "Holds," and one "Moderate Sell" [5] Analyst Ratings and Price Targets - Citigroup analyst Anthony Pettinari maintained a "Neutral" rating on Masco but raised the price target to $84 from $71, indicating a more positive outlook on the stock's valuation and earnings trajectory [7] - Masco currently trades above its mean price target of $74.78, with a Street-high price target of $85 suggesting an upside potential of 9.6% [7]