Group 1 - Morgan Stanley has lowered the price target on Arrowhead (ARWR) to $78 from $81 while maintaining an Equal Weight rating on the shares [1] - The firm anticipates continued broad pipeline execution with multiple readouts expected later this year, including key Phase 3 SHTG data in Q3 [1] - Early trends in the launch of familial chylomicronemia syndrome are promising, but meaningful sales are not expected until 2026 [1]

Core Viewpoint - Baird has lowered the price target for Paylocity (PCTY) to $220 from $245 while maintaining an Outperform rating on the shares, indicating a positive outlook despite the price adjustment [1] Summary by Category Price Target Adjustment - The price target for Paylocity has been reduced to $220 from $245 [1] Rating - Baird continues to hold an Outperform rating on Paylocity shares, suggesting confidence in the company's performance [1] Financial Performance - The model update by Baird follows results that demonstrated significant improvements in margins and free cash flow for Paylocity [1]

Group 1 - Baird analyst Tristan Gerra has lowered the price target on Qualcomm (QCOM) to $177 from $200 while maintaining an Outperform rating on the shares [1] - The firm's model was updated following results that indicate 2026 will be a transition year for Qualcomm [1]

Core Viewpoint - Truist analyst Terry Tillman has lowered the price target for Intapp (INTA) to $35 from $68 while maintaining a Buy rating after the company's Q2 earnings exceeded expectations but provided a below-consensus outlook [1] Group 1: Earnings Performance - Intapp reported durable fundamentals in Q2, indicating resilience despite market challenges [1] - The company's Q2 earnings beat expectations, showcasing strong performance [1] Group 2: Market Reaction - The analyst noted that the recent 30% drawdown in Intapp's stock price was a "significant overreaction" to the earnings report [1] - The guidance provided by Intapp appears modestly light compared to Street expectations, suggesting potential for recovery [1]

TD Cowen analyst Jeff Osborne raised the firm’s price target on Enphase Energy (ENPH) to $40 from $35 and keeps a Hold rating on the shares. The firm updated its model following Q4 results that showed demand picked up in the U.S. during the quarter but Q1 is expected to be tough. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See Insiders’ Hot Stocks on TipRanks >> Read More on ENPH: Disclaimer & DisclosureReport an Issue ...

Group 1 - RBC Capital analyst Daniel Perlin lowered the price target on Broadridge (BR) to $245 from $265 while maintaining an Outperform rating on the shares [1] - The company reported results that exceeded both the firm's and the Street's expectations [1] - Management maintained its FY26 recurring revenue growth expectations and tightened its FY26 adjusted EPS growth guidance higher [1] Group 2 - The price target cut is attributed to a more conservative overall and fintech market environment [1]

Core Viewpoint - TD Cowen has raised the price target on Enterprise Products (EPD) to $34 from $33 while maintaining a Hold rating on the shares, following an update to its model based on quarterly results [1] Group 1: Price Target and Rating - The price target for Enterprise Products has been increased to $34 from $33 [1] - TD Cowen maintains a Hold rating on the shares of Enterprise Products [1] Group 2: Company Outlook - The company has raised its outlook for 2027, indicating positive future expectations [1] - It remains unclear if the updated guidance incorporates normalized marketing [1]

Core Viewpoint - JPMorgan has raised the price target for Tyson Foods (TSN) to $67 from $63 while maintaining a Neutral rating on the shares following the earnings report [1] Group 1: Company Performance - Tyson Foods continues to face challenges in the beef segment, indicating ongoing difficulties in this area [1] - There are encouraging signs in other segments of the business, suggesting potential for improvement outside of beef [1]

Core Viewpoint - Clear Street has raised the price target for Wave Life Sciences (WVE) to $50 from $47 while maintaining a Buy rating, viewing the return of rights to WVE-006 by GSK as an overall positive development [1] Group 1: Price Target and Rating - Clear Street increased the price target for WVE to $50 from $47 [1] - The firm maintains a Buy rating on WVE shares [1] Group 2: GSK's Decision and Market Reaction - GSK returned the rights to WVE-006 for alpha1-antitrypsin deficiency, which is seen as a positive by Clear Street [1] - The muted stock reaction is attributed to the greater importance of WVE-007 in Wave Life's overall valuation, overshadowing the alpha-1 antitrypsin deficiency program [1] Group 3: Analyst Confidence - Despite GSK's decision, Clear Street continues to believe in the potential of the alpha-1 antitrypsin deficiency program [1]

Core Viewpoint - Barrington raised the price target on Cimpress (CMPR) to $95 from $83 and maintains an Outperform rating following the company's solid Q2 results and increased FY26 guidance [1] Group 1: Financial Performance - Cimpress reported "solid" Q2 results, indicating strong operational performance [1] - The company reiterated its target for adjusted EBITDA of at least $600 million in FY28, showcasing confidence in future profitability [1] Group 2: Analyst Ratings - Barrington's upgrade reflects a positive outlook on Cimpress, as evidenced by the increased price target and maintained Outperform rating [1]