Group 1 - B. Riley analyst Craig Ellis raised the price target on Rogers Corporation (ROG) to $127 from $105 while maintaining a Neutral rating on the shares [1] - Consensus estimates for 4Q25 and 1Q26 may have a fractional upside bias if Auto and Industrial orders begin to increase [1] - Quarterly results are expected to align with consensus estimates as new management implements reacceleration initiatives [1]

Group 1 - BMO Capital analyst Kevin O'Halloran raised the price target on Endeavour Silver (EXK) to C$17 from C$15.50, maintaining an Outperform rating on the shares [1] - The company's 2026 guidance is described as "broadly negative," with production expected to be below forecast and costs anticipated to be above [1] - Despite the negative guidance, Endeavour Silver is noted to have one of the best growth profiles in the silver sector [1]

Group 1 - BMO Capital raised the price target on Headwater Exploration (CDDRF) to C$11 from C$9.50 [1] - The firm maintains an Outperform rating on Headwater Exploration shares [1] - The Clearwater formation is identified as one of the most economic plays in Canada [1] Group 2 - Headwater Exploration is among the few publicly traded companies with exposure to the Clearwater formation [1]

Core Viewpoint - BMO Capital analyst John McNulty raised the price target for Chemours (CC) to $20 from $18, maintaining an Outperform rating after the company sold its Taiwan TiO2 site for $360 million, which is seen as a significant positive development for Chemours [1] Group 1: Financial Impact - The sale of the Taiwan TiO2 site for $360 million is described as a "sizable windfall" for Chemours [1] - Proceeds from the sale are expected to be used for debt reduction, providing a "liquidity cushion" for future PFAS settlements [1] - The firm anticipates that the sale will help investors feel more comfortable about Chemours' cash position to fund future growth opportunities [1]

Core Viewpoint - Jefferies analyst Lloyd Byrne has raised the price target for EQT Corporation (EQT) to $71 from $68 while maintaining a Buy rating on the shares, anticipating strong Q4 performance [1] Group 1: Price Target and Rating - The price target for EQT Corporation has been increased to $71 from $68 [1] - The firm maintains a Buy rating on EQT shares [1] Group 2: Q4 Performance Expectations - Jefferies expects EQT to report Q4 EBITA near the high end of its guidance [1] - The firm's model for EQT has been adjusted to reflect the latest oil prices [1]

Core Viewpoint - Jefferies has raised the price target for Games Workshop (GMWKF) to 21,850 GBp from 21,000 GBp while maintaining a Buy rating on the shares, indicating confidence in the company's future growth potential despite recent sales performance [1] Group 1 - The first half results for Games Workshop were described as "outstanding," showcasing strong performance [1] - December core sales were reported to be "slightly ahead" year-over-year, which may have overshadowed the positive first half results [1] - Analysts express excitement about the growth opportunities that lie ahead for Games Workshop [1]

Group 1 - BofA has lowered the price target on Smith Douglas Homes (SDHC) to $14 from $15, maintaining an Underperform rating on the shares [1] - Homebuilder stocks have rallied sharply year-to-date after underperforming the market in 2025 [1] - The firm anticipates that weaker employment and migration trends, ongoing inflation, and a competitive selling environment will pressure fundamentals through 2026, marking it as a "reset year for homebuilders" [1]

Core Viewpoint - BofA has lowered the price target for Dream Finders Homes (DFH) to $22 from $23 while maintaining a Neutral rating on the shares, indicating a cautious outlook for the company amid challenging market conditions [1] Company Summary - Dream Finders Homes (DFH) is experiencing a price target reduction, reflecting concerns about its performance in the upcoming year [1] - The company has underperformed the market in 2025, but homebuilder stocks have seen a significant rally year-to-date [1] Industry Summary - The homebuilding industry is expected to face pressures from weaker employment and migration trends, ongoing inflation, and a competitive selling environment due to high levels of new and resale inventory [1] - Analysts predict that 2026 will be a "reset year for homebuilders," suggesting a challenging environment ahead for the industry [1]

Group 1 - BofA analyst Rafe Jadrosich raised the price target on KB Home (KBH) to $63 from $58 while maintaining a Neutral rating on the shares [1] - Homebuilder stocks have experienced a significant rally year-to-date after underperforming the market in 2025 [1] - The firm anticipates that weaker employment and migration trends, ongoing inflation, and a competitive selling environment will pressure fundamentals through 2026, marking it as a "reset year for homebuilders" [1]

Core View - Benchmark analyst Mark Zgutowicz has lowered the price target on Spotify (SPOT) to $760 from $860 while maintaining a Buy rating on the shares, indicating confidence in the company's future performance despite the price adjustment [1]. Group 1: Price Target and Rating - The price target for Spotify has been reduced to $760 from $860 [1]. - The firm continues to hold a Buy rating on Spotify shares [1]. Group 2: Market Position and Future Outlook - Spotify shares are currently about 32% below their 52-week high, suggesting potential for recovery [1]. - The firm anticipates multiple upcoming catalysts that could positively impact Spotify's performance [1]. - There is an expectation of better-than-expected incremental margin flow-through, which may lead to a re-rating of the company's valuation multiples [1]. - Spotify is highlighted as a 2026 Best Idea by the analyst, indicating strong long-term potential [1].