Oppenheimer analyst Edward Yang raised the firm’s price target on Ichor Holdings (ICHR) to $36 from $32 and keeps an Outperform rating on the shares. The firm notes Ichor had a solid Q4 and continued to rebuild credibility under new CEO Phil Barros, projecting that “every quarter in 2026 will be a growth quarter,” implicitly targeting 15%-20% 2026 revenue growth, and two times gross profit leverage as volumes recover. Published first on TheFly – the ultimate source for real-time, market-moving breaking f ...

Core Viewpoint - BofA analyst Allen Lutz has raised the price target for Envista (NVST) to $32 from $28 while maintaining a Buy rating on the shares, indicating a positive outlook for the company following its earnings report [1]. Revenue and EBITDA Estimates - The firm is increasing FY26 revenue and EBITDA estimates due to modestly better organic growth and a favorable foreign exchange tailwind, suggesting improved financial performance for Envista [1].

RBC Capital raised the firm’s price target on Eaton (ETN) to $407 from $399 and keeps an Outperform rating on the shares. There was much to like about Eaton’s Q4 beat, despite the management’ conservative 2026 guidance, the analyst tells investors in a research note. The underlying orders/backlog momentum suggests Eaton’s 2026 guide has ample “beat-and-raise” potential, RBC adds. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See today’s bes ...

Core Viewpoint - Morgan Stanley analyst Michael Cyprys has raised the price target on Nasdaq (NDAQ) to $116 from $113 while maintaining an Overweight rating on the shares, indicating a positive outlook for the company [1]. Group 1: Revenue Growth - The firm anticipates that cyclical tailwinds will accelerate revenue growth across the Solutions business through 2026-27, suggesting a robust growth trajectory for Nasdaq [1]. - Durable underlying secular tailwinds are also expected to persist, further supporting the company's revenue potential [1].

Core Viewpoint - RBC Capital analyst Deane Dray raised the price target on Graco (GGG) to $100 from $97 while maintaining an Outperform rating on the shares, indicating positive sentiment towards the company's performance and future prospects [1] Company Performance - Graco reported in-line Q4 results and provided an as-expected low-single-digit organic revenue guidance for 2026, suggesting stability in revenue expectations [1] - The underlying earnings quality and free cash flow of Graco were described as solid, reflecting the company's financial health [1] Industry Insights - Broader short-cycle industrial demand remains choppy, indicating variability in market conditions [1] - Positive inflection was noted in the home center/Contractor segment after 1.5 years of declines, suggesting a potential recovery in this area [1]

Core Viewpoint - RBC Capital raised the price target on RTX to $230 from $220, maintaining an Outperform rating following strong Q4 earnings performance [1] Group 1: Earnings Performance - Q4 earnings were driven by strong commercial sales, indicating robust demand in that segment [1] - The outlook for defense sales remains a critical focus for investors, suggesting potential volatility or opportunity in that area [1] Group 2: Future Guidance - The GTF fleet management plan aligns with company expectations, indicating operational stability [1] - Initial guidance for 2026 is viewed positively, supporting investor sentiment towards the company [1]

Core Viewpoint - RBC Capital has raised the price target for Northrop Grumman (NOC) to $750 from $715 while maintaining an Outperform rating on the shares, indicating a positive outlook for the company [1] Financial Performance - Northrop Grumman reported strong Q4 results, achieving a 4% earnings per share (EPS) beat, reflecting robust financial performance [1] Future Outlook - The company's 2026 top-line guidance has potential for several sources of upside, including B-21 acceleration and F/A-XX programs, which are not currently factored into the existing guidance, suggesting a favorable setup for 2026 [1]

Core Viewpoint - Oppenheimer has raised the price target for Ulta Beauty (ULTA) to $750 from $675, maintaining an Outperform rating on the shares, reflecting increased confidence in the company's future growth prospects [1] Group 1: Price Target Adjustment - The price target increase is primarily due to a recent re-rating in discretionary names and confidence in Ulta's FY26 newness pipeline, particularly with the upcoming Rare Beauty launch [1] Group 2: Growth Drivers - Oppenheimer identifies multiple drivers to sustain top-line momentum, including merchandising efforts and digital initiatives [1] Group 3: Leadership Confidence - The firm expresses strong confidence in CEO Kecia Steelman's leadership, believing that the efforts of her team will continue to yield positive results [1] Group 4: Investment Recommendation - Ulta remains a top pick for Oppenheimer, indicating a strong belief in the company's future performance [1]

Core Viewpoint - Jefferies analyst Lloyd Byrne has raised the price target for Ovintiv (OVV) to $54 from $52 while maintaining a Buy rating on the shares, anticipating inline Q4 results and potential catalysts for share re-rating in 2026 due to durable free cash flow and Mid-con asset sale [1] Group 1 - Jefferies has increased the price target for Ovintiv to $54 from $52 [1] - The firm maintains a Buy rating on Ovintiv shares [1] - Expected inline Q4 results for Ovintiv [1] Group 2 - Ovintiv's durable free cash flow is seen as a positive factor [1] - The Mid-con asset sale is identified as a catalyst for share re-rating in 2026 [1]

Core Viewpoint - Piper Sandler analyst John Barnidge has raised the price target for Reinsurance Group (RGA) to $230 from $220 while maintaining an Overweight rating on the shares, indicating a positive outlook for the company [1]. Group 1: Price Target and Rating - The price target for RGA has been increased to $230 from $220 [1]. - Piper Sandler maintains an Overweight rating on RGA shares, suggesting confidence in the company's performance [1]. Group 2: Market Conditions - The decline in rates has been more gradual than expected, which has positively impacted broader capital markets activity [1]. - This gradual decline is likely to provide a tailwind to fee and spread earnings within RGA's coverage [1].