Morgan Stanley analyst Michael Cyprys raised the firm’s price target on Nasdaq (NDAQ) to $116 from $113 and keeps an Overweight rating on the shares. While durable underlying secular tailwinds persist, the firm sees cyclical tailwinds set to accelerate revenue growth across the Solutions business through 2026-27, the analyst tells investors. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See today’s best-performing stocks on TipRanks >> Rea ...

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]

RBC Capital raised the firm’s price target on RTX (RTX) to $230 from $220 and keeps an Outperform rating on the shares after its “strong” Q4 earnings beat. Commercial sales drove the Q4 strength, but the outlook for defense sales will continue to be a focus for investors, the analyst tells investors in a research note. The GTF fleet management plan remains in-line with company expectations, and the firm believes the initial 2026 guidance supports positive sentiment, RBC added. Published first on TheFly – ...

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]

Oppenheimer raised the firm’s price target on Ulta Beauty (ULTA) to $750 from $675 and keeps an Outperform rating on the shares. Based on its work, the firm is lifting its price target primarily reflecting the recent re-rating in discretionary names and its increased confidence in Ulta’s FY26 newness pipeline with the upcoming Rare Beauty launch. In addition to newness, Oppenheimer continues to see a plethora of drivers to sustain top-line momentum from merchandising efforts to digital initiatives. The fir ...

Jefferies analyst Lloyd Byrne raised the firm’s price target on Ovintiv (OVV) to $54 from $52 and keeps a Buy rating on the shares. The firm expects the company to report inline Q4 results. It sees Ovintiv’s “durable” free cash flow and Mid-con asset sale providing catalysts for a share re-rating in 2026. Claim 50% Off TipRanks Premium Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See today’s best-performing stocks on TipRanks >> Read More ...

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].

Core Insights - The article discusses the use of cookies to enhance user experience and analyze website traffic [1] Group 1 - The company utilizes cookies to improve user experience [1] - Data collected may be shared with analytics partners for traffic analysis [1] - Consent is required from users to store cookies on their devices as per the Cookie Policy [1]

Core Insights - An analyst raised the price target for Lucid Group by 30%, leading to a stock gain of over 3% despite a generally negative market day [1][8] - Cantor Fitzgerald's Andres Sheppard increased the fair-value assessment for Lucid from $20 to $26 per share while maintaining a neutral recommendation [2] - The new assessment is based on discussions with Lucid's interim CEO and CFO regarding the company's production and financial outlook [3] Production and Delivery Estimates - Lucid aims to produce between 18,000 to 20,000 vehicles in the current year, which would at least double the 9,029 units produced in 2024 [4] - Sheppard anticipates deliveries to reach approximately 16,650 units, with consensus estimates for full-year 2025 production at 17,800 units and deliveries at 15,669 units [5]