BMO Capital raised the firm’s price target on ManpowerGroup (MAN) to $45 from $44 and keeps an Outperform rating on the shares. The company’s Q4 results slightly beat consensus estimates, aided by the weaker USD, though constant currency growth accelerated modestly, the analyst tells investors in a research note. Enterprise staffing and blue collar assignments are faring well while permanent placement and RPO continue to struggle, the firm added. Published first on TheFly – the ultimate source for real-t ...

Core Viewpoint - Morgan Stanley has raised the price target for Lumentum (LITE) to $350 from $304 while maintaining an Equal Weight rating on the shares [1] Group 1: Financial Performance - The biggest unknowns for fiscal Q2 EPS are primarily related to margins [1] - Demand conditions for Lumentum remain strong [1] - The company is largely capacity constrained [1]

Group 1 - TD Cowen raised the price target on GE Vernova (GEV) to $780 from $680, maintaining a Buy rating on the shares [1] - The firm noted that orders and pricing continue to exceed expectations, contributing to the positive outlook [1] - GE Vernova beat Q4 expectations, indicating strong performance in the market [1]

RBC Capital analyst Matthew Hedberg raised the firm’s price target on F5 (FFIV) to $345 from $325 and keeps an Outperform rating on the shares. The company delivered a strong beat and raise quarter as the October 2025 security incident had minimal impact on results, the analyst tells investors in a research note. F5’s FY26 guidance was raised and now reflects “essentially no conservatism for the incident”, RBC added. Published first on TheFly – the ultimate source for real-time, market-moving breaking fin ...

Core Viewpoint - RBC Capital analyst Kenneth Lee has lowered the price target for Invesco (IVZ) to $33 from $35 while maintaining an Outperform rating after the company's Q4 earnings exceeded expectations [1] Group 1: Earnings and Financial Outlook - Invesco's Q4 earnings beat expectations, which is a positive indicator for the company's performance [1] - The company's expense outlook is a key focus, but the overall impact is considered slight by the analyst [1] Group 2: Growth Potential - RBC Capital sees an improved organic growth outlook for Invesco, suggesting potential for future revenue increases [1] - There is also potential for incremental margin expansion, indicating that the company may improve its profitability [1]

Core Viewpoint - RBC Capital analyst Jon Arfstrom has lowered the price target for Synchrony (SYF) to $85 from $91 while maintaining a Sector Perform rating after reviewing the company's Q4 results [1] Group 1: Q4 Results - The Q4 results were encouraging, showing improvement in year-over-year spending volumes and credit metrics [1] - The outlook for 2026 is seen as mostly consistent with recent commentary and expectations [1]

Group 1 - Wells Fargo raised the price target on Ingevity (NGVT) to $65 from $60 while maintaining an Equal Weight rating on the shares [1] - The adjustment in estimates is due to the sale of the majority of Ingevity's Industrial Specialties business, which was completed on January 5 [1] - Wells Fargo remains cautious and on the sidelines as Ingevity explores alternatives for other businesses, indicating uncertainty in future performance [1]

Core Viewpoint - Commvault Systems, Inc. is experiencing a gradual decline in consensus price targets, indicating a shift in analyst expectations due to market conditions or company performance [1] Group 1: Price Target Changes - The consensus price target for Commvault has decreased from $191.35 last year to $175.29 last month, reflecting analysts' adjustments [1] - Analyst Dan Bergstrom from RBC Capital has set a specific price target of $63 for Commvault, based on factors like institutional ownership, profitability, and valuation [5] Group 2: Earnings Reports - Commvault's upcoming third quarter fiscal year 2026 earnings results, scheduled for January 27, 2026, are expected to significantly influence analysts' views on the company [2] - Strong earnings could lead to upward revisions of price targets, while weaker results might have the opposite effect [2] Group 3: Product Developments - Commvault's focus on data protection and cloud storage solutions means that new product launches or updates could impact its growth potential [3] - Analysts may adjust price targets based on how these developments position Commvault against competitors like Synopsys and Wetouch Technology [3] Group 4: Market Trends - Increased demand for cloud solutions in the data protection industry can affect price targets, making Commvault's adaptability crucial [4] - Strategic partnerships with other tech companies could enhance Commvault's prospects and lead to more favorable analyst recommendations [4]

Core Viewpoint - RBC Capital analyst Keith Mackey raised the price target on SLB to $54 from $51 while maintaining an Outperform rating, indicating confidence in the company's performance and potential for growth [1] Group 1: Financial Performance - SLB delivered Q4 results that were slightly ahead of Street expectations, showcasing its ability to exceed market forecasts [1] - Guidance for 2026 was in-line with consensus but slightly weighted toward the second half, suggesting a cautious but optimistic outlook for future performance [1] Group 2: Market Drivers - The anticipated modest upstream improvement is driven by growth in Latin America and the Middle East/Asia, highlighting key regions for SLB's future revenue generation [1] Group 3: Valuation and Cash Flow - RBC continues to see solid long-term value in SLB, supported by strong free cash flow generation and favorable EV/EBITDA valuation metrics, reinforcing the investment case for the company at current levels [1]

Core Viewpoint - DA Davidson raised the price target on Old Second Bancorp (OSBC) to $23 from $22 while maintaining a Neutral rating after the company's Q4 earnings exceeded expectations [1] Financial Performance - The Q4 results highlighted the impact of the Evergreen acquisition, showcasing a high net interest margin of 5.00% [1] - The company experienced higher than historical net charge-offs during the same period [1] Future Outlook - Growth is expected to increase in 2026, supported by effective cost control measures [1] - The elevated non-performing asset balance compared to peers is a concern that requires monitoring [1]