Wedbush lowered the firm’s price target on Apellis (APLS) to $18 from $20 and keeps a Neutral rating on the shares. Overall, the Q4 report from Apellis was largely as anticipated with the company preannouncing key results in January, the firm notes. Management anticipates flat Syfovre pricing into FY26 and more limited growth. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See the top stocks recommended by analysts >> Read More on APLS: Dis ...

Company Overview - Quanta Services, Inc. is a leading provider of specialized contracting services in the electric power and oil and gas industries, offering infrastructure solutions including design, installation, and maintenance services [1] - The company competes with major players in the construction and engineering sector such as Fluor Corporation and Jacobs Engineering Group [1] Market Performance - As of February 23, 2026, Stifel Nicolaus set a new price target for PWR at $647, indicating a potential increase of 17.57% from its trading price of $550.29 [2] - Currently, PWR is trading at $549.78, reflecting a slight decrease of 0.52% or $2.88, with a trading range today between $546.30 and $562.10 [2] - PWR's market capitalization is approximately $81.98 billion, with a 52-week high of $565.93 and a low of $227.08, showcasing its volatility [4][6] - Today's trading volume on the NYSE is 428,041 shares, indicating active investor interest [4] Institutional Investor Activity - Institutional investors are showing increased interest in Quanta Services, with Lansforsakringar Fondforvaltning AB increasing its stake by 5.4% in Q3, now owning 46,609 shares valued at $19.3 million [3] - Darwin Wealth Management LLC acquired a new stake valued at $26,000, while Activest Wealth Management increased its position by 94.1%, holding 66 shares worth $27,000 [3] - The adjustments by institutional investors and the new price target by Stifel Nicolaus highlight the market's confidence in Quanta Services' growth potential [5][6]

Cogent Communications Holdings, Inc. (NASDAQ:CCOI) reported mixed results for the fourth quarter on Friday.Cogent Communications reported quarterly losses of 64 cents per share which beat the analyst consensus estimate of losses of 95 cents per share. The company reported quarterly sales of $240.518 million which missed the analyst consensus estimate of $247.465 million.Cogent Communications shares fell 8.1% to trade at $17.08 on Monday.These analysts made changes to their price targets on Cogent Communicat ...

Financial Performance - YETI Holdings reported quarterly earnings of 92 cents per share, exceeding the analyst consensus estimate of 88 cents per share [1] - The company achieved quarterly sales of $583.708 million, surpassing the analyst consensus estimate of $582.455 million [1] - For FY2026, YETI expects adjusted EPS in the range of $2.77-$2.83, compared to market estimates of $2.83 [1] - YETI anticipates sales between $1.980 billion and $2.017 billion, against estimates of $1.975 billion [1] Management Commentary - Matt Reintjes, President and CEO, stated that Q4 was the strongest quarter of the year, highlighting solid demand and effective execution by the teams [2] - The company’s strategy developed over the past few years is reflected in the positive numbers and outlook [2] Stock Performance and Analyst Ratings - Following the earnings announcement, YETI shares rose 0.1% to trade at $47.10 [2] - B. Riley Securities analyst upgraded YETI Holdings from Neutral to Buy, raising the price target from $35 to $54 [3] - Baird analyst maintained an Outperform rating on the stock and increased the price target from $52 to $54 [3]

Core Insights - Royal Caribbean Cruises Ltd. (NYSE:RCL) is a significant entity in the global cruise industry, competing with Carnival Corporation and Norwegian Cruise Line Holdings [1] - Morgan Stanley has updated its assessment of RCL, maintaining a "Mixed" rating and recommending a hold on the stock, with a current price of $334.05 [1][6] - The stock price has increased by 2.90% or $9.40, with fluctuations between $324.58 and $340.675 during the trading day [2] Investment Activity - Mediolanum International Funds Ltd increased its investment in RCL by 164.2% in Q3, now holding 25,988 shares valued at approximately $8.5 million [3] - Other institutional investors, such as 1 North Wealth Services LLC and Evolution Wealth Management Inc., have also acquired new stakes in RCL, each worth around $31,000 [4] Market Position - RCL has a market capitalization of approximately $91.1 billion, indicating its strong presence in the cruise industry [5][6] - The stock has shown significant volatility over the past year, reaching a high of $366.50 and a low of $164.01, reflecting its growth potential [5]

Group 1 - Truist raised the price target on Kforce (KFRC) to $38 from $35 while maintaining a Hold rating on the shares [1] - Firms are indicating improving business conditions with expectations of 4%-6% year-over-year revenue growth in 2026 [1] - Private companies reported improved business conditions throughout the fourth quarter, with January 2026 starting off solidly [1] Group 2 - Kforce initiated a stock repurchase plan in December 2025 [2]

Core Insights - The Trade Desk's shares have experienced significant declines, dropping 4.7% on Tuesday and approximately 12% week-to-date [1] - The decline was triggered by the firing of CFO Alex Kayyal, who had only been in the role for five months, and subsequent downgrades from three analysts [2][3] Company Developments - CFO Alex Kayyal was terminated, effective January 24, and will remain on the Board until the 2026 annual meeting [4] - The abrupt leadership change has raised concerns among shareholders, especially as the stock has fallen 76% from its all-time highs due to slowing revenue growth [5] Analyst Reactions - Following the CFO's termination, analysts from Citigroup, Truist Financial, and Rosenblatt Securities lowered their price targets significantly: Citi from $50 to $38, Truist from $85 to $60, and Rosenblatt from $64 to $53 [6] - Despite the stock appearing cheap, there are lingering questions regarding the company's leadership stability and competitive pressures [8] Financial Outlook - The Trade Desk has reiterated its fourth-quarter guidance, indicating that the CFO's firing is not related to recent financial performance [4] - After the recent decline, shares are trading at approximately 16 times the adjusted (non-GAAP) earnings per share estimates for 2026 [9]

Core Viewpoint - Apple stock is experiencing an upward trend as analysts anticipate positive earnings results for the fiscal first quarter [1] Analyst Ratings - J.P. Morgan analyst Samik Chatterjee has increased the price target for Apple stock from $305 to $315 while maintaining an Overweight rating [1]

Core Viewpoint - First Citizens BancShares Inc reported strong fourth-quarter earnings, exceeding analyst expectations in both earnings per share and sales figures [1][2]. Financial Performance - The company posted quarterly earnings of $51.27 per share, surpassing the analyst consensus estimate of $43.91 per share [1]. - Quarterly sales reached $2.435 billion, exceeding the analyst consensus estimate of $2.289 billion [1]. Management Commentary - Chairman and CEO Frank B. Holding, Jr. highlighted solid return metrics, stable credit quality, and strong loan growth, particularly in Global Fund Banking [2]. - The company returned an additional $900 million to stockholders through share repurchases and prepaid $2.5 billion of the Purchase Money Note [2]. - The management expressed optimism about prospects for 2026 [2]. Stock Performance - Following the earnings announcement, First Citizens BancShares shares rose 0.1% to trade at $2,017.12 [2]. Analyst Ratings and Price Targets - Barclays analyst Jason Goldberg maintained an Equal-Weight rating and lowered the price target from $2,456 to $2,346 [4]. - Citigroup analyst Benjamin Gerlinger maintained a Neutral rating and cut the price target from $2,250 to $2,100 [4]. - TD Cowen analyst Steven Alexopoulos maintained a Buy rating and reduced the price target from $2,600 to $2,500 [4].

Core Viewpoint - Netflix has experienced a series of price target cuts from major Wall Street analysts following its latest earnings report, primarily due to concerns over rising content costs, weak forward guidance, and uncertainty regarding a potential Warner Bros transaction [1][3][12]. Price Target Adjustments - Goldman Sachs reduced its price target from $112 to $100 while maintaining a 'Neutral' rating, citing strong momentum in Netflix's advertising-supported tier and robust free cash flow generation, but emphasized the need for clarity on any Warner deals [3][4]. - Morgan Stanley lowered its target from $120 to $110, reiterating an 'Overweight' rating, suggesting that much of the Warner-related risk is already reflected in the stock price [4]. - UBS made a more significant cut from $150 to $130 but kept a 'Buy' rating, noting Netflix's acceleration in investment for long-term growth [4]. - BMO Capital Markets reduced its forecast from $143 to $135 while maintaining an 'Outperform' rating, primarily due to disappointing 2026 guidance [5]. - Guggenheim lowered its expected figure from $145 to $130 with a 'Buy' rating, indicating that strong Q4 results were offset by softer engagement trends and a weaker profit outlook [6]. - Canaccord Genuity cut its target from $152 to $125 but maintained a 'Buy' rating, citing increased content investment as a limiting factor for margin expansion [7]. - TD Cowen made a modest cut from $115 to $112, still calling the stock a 'Buy' and describing Q4 results as a modest beat [8]. - Piper Sandler made the most drastic cut from $140 to $103, highlighting strong execution in Q4 but concerns over content reinvestment and deal-related issues [9]. - Wolfe Research reduced its target from $121 to $95 while keeping an 'Outperform' rating, warning that revenue growth comes with higher costs [9]. - Rosenblatt cut its price target to $94 from $105, reiterating a Neutral rating due to a subscriber outlook slightly below expectations [10]. - KeyBanc Capital Markets slightly nudged its target down from $110 to $108, maintaining an 'Overweight' rating but warning of near-term challenges [11]. Market Sentiment - Despite the price target cuts, the average price target for Netflix over the next 12 months is $117.06, indicating a nearly 39% upside potential according to 39 analyses on the market analysis platform TipRanks [12]. - This suggests that the overall market sentiment remains positive towards Netflix, viewing the cited concerns as short-term rather than long-term challenges [13].