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Okta Posts Q4 Beat; Analysts Cut Price Targets For Early AI Agent 'Leader'
Thursday, March 5, 2026 - 12:01pm | 470Read More...Okta Inc (NASDAQ:OKTA) reported upbeat fourth-quarter earnings. Here are the key analyst insights: Stephens analyst Todd Weller maintained an Overweight rating, while reducing the price target from $120 to $95. KeyBanc Capital Markets analyst Eric Heath reiterated an Overweight rating, while...
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Asana's Stock Slides As Outlook Disappoints, Analysts Predict AI To Become A Bigger Part Of New Business
Tuesday, March 3, 2026 - 12:27pm | 366Read More...Shares of Asana Inc (NYSE:ASAN) tanked in early trading on Tuesday after the company reported downbeat fourth-quarter earnings on Monday. Here are the key analyst insights: KeyBanc Capital Markets analyst Jackson Ader maintained an Overweight rating, but reduced the price target from $18 to $15....
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This Etsy Analyst Is Skeptical Of Revival In Core GMS Growth After Depop Sale To eBay
Friday, February 20, 2026 - 8:52am | 296Read More...The sale of Depop allows Etsy Inc (NYSE:ETSY) to focus on "driving growth within the core Etsy marketplace," according to KeyBanc Capital Markets’ Ashley Owens. Owens maintains a Sector Weight rating on the stock after Etsy agreed to sell Depop to eBay Inc (NASDAQ:EBAY)for $1.2 billion in...
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Analog Devices Sees Massive Q2 Upside Driven By AI Infrastructure Boom
Thursday, February 19, 2026 - 12:16pm | 394Read More...Analog Devices Inc (NASDAQ:ADI) on Wednesday reported upbeat fiscal first-quarter results. Here are the key analyst insights: JPMorgan analyst Harlan Sur maintained an Overweight rating, while raising the price target from $320 to $400. KeyBanc Capital Markets analyst John Vinh reiterated an...
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Roku Stock Jumps As Platform Revenue Growth Accelerates, Profitability Improves
Friday, February 13, 2026 - 12:04pm | 567Read More...Shares of Roku Inc (NASDAQ:ROKU) rallied in early trading on Friday, after the company reported upbeat fourth-quarter results. Here are the key analyst insights: KeyBanc Capital Markets analyst Justin Patterson maintained an Overweight rating, while raising the price target from $128 to $130....
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Arista Networks Analysts Raise Price Targets On 'Strong Leverage To The AI Investment Cycle'
Friday, February 13, 2026 - 11:47am | 719Read More...Shares of Arista Networks Inc (NYSE:ANET) rallied in early trading on Friday, after the company reported upbeat fourth-quarter results. Here are the key analyst insights: JPMorgan analyst Samik Chatterjee maintained an Overweight rating, while raising the price target from $175 to $190. KeyBanc...
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Monday.com Analysts Slash Price Targets After 2026 Revenue Rest, 2027 Target Discarded
Tuesday, February 10, 2026 - 2:29pm | 403Read More...Shares of Monday.com Ltd (NASDAQ:MNDY) fell despite the company reporting better-than-expected fourth-quarter results. Here are the key analyst insights: BTIG analyst Allan Verkhovski reiterated a Buy rating, while slashing the price target from $210 to $135. KeyBanc Capital Markets analyst...
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Arm Announces Solid Q3 Results: Bright Outlook On Sustained AI, Data Center Momentum, Say Analysts
Thursday, February 5, 2026 - 2:44pm | 704Read More...Arm Holdings PLC (NASDAQ:ARM) shares jumped in early trading on Thursday, after the company reported upbeat quarterly results. • ARM Holdings shares are climbing with conviction. Why is ARM stock surging? Here are the key analyst insights: JPMorgan analyst Harlan Sur reiterated an...
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ServiceNow Guides To Steeper Slowdown Than Investors Expected
Thursday, January 29, 2026 - 12:07pm | 279Read More...ServiceNow Inc's (NYSE:NOW) management was "candid and direct" when addressing investor concerns, according to KeyBanc Capital Markets analyst Jackson Ader. The ServiceNow Analyst: Ader reaffirmed an Underweight rating, while reducing the price target from $155 to $115. The ServiceNow Thesis:...
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Crocs Analyst Turns Bearish, Revises 2026 Estimates Lower
Thursday, January 22, 2026 - 11:58am | 277Read More...Crocs Inc (NASDAQ:CROX) continues to reduce promotions and tighten wholesale receipts in North America, which could weigh on its near-term results, despite the benefit to gross margins, according to KeyBanc Capital Markets. The Crocs Analyst: Analyst Ashley Owens downgraded the rating from...
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CrowdStrike Analyst No Longer Bullish, Citing Lower Security Budgets And Absence Of AI Tailwinds
Monday, January 12, 2026 - 11:34am | 264Read More...CrowdStrike Holdings Inc (NASDAQ:CRWD) may be impacted by lower cybersecurity demand in 2026, according to KeyBanc Capital Markets. The CrowdStrike Holdings Analyst: Analyst Eric Heath downgraded the rating from Overweight to Sector Weight. The CrowdStrike Holdings Thesis: The cybersecurity space...
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Cleveland-Cliffs Downgraded As Upside Looks Fully Valued: Analyst
Wednesday, January 7, 2026 - 11:49am | 318Read More...KeyBanc Capital Markets analyst Philip Gibbs downgraded Cleveland-Cliffs Inc (NYSE:CLF) from Overweight to Sector Weight. The company’s most anticipated catalysts have played out and Cleveland-Cliffs faces modestly higher costs due to a richer product mix, Gibbs says. The Cleveland-Cliffs...
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Why This Enphase Energy Analyst Is No Longer Bearish
Monday, January 5, 2026 - 11:37am | 367Read More...Enphase Energy Inc.'s (NASDAQ:ENPH) stock has significantly underperformed the broader market, and while the company's growth remains uncertain, there are some "potential future upside catalysts," according to KeyBanc Capital Markets. The Enphase Energy Analyst: Analyst Sophie Karp upgraded the...
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Trane Selloff Creates 'Rare Entry Point,' Analyst Says
Monday, December 15, 2025 - 12:31pm | 464Read More...The recent selloff in Trane Technologies PLC's (NYSE:TT) shares offers "a rare entry point into one of the highest quality operators on our list, and best-in-class CHVAC portfolio," according to KeyBanc Capital Markets. The Trane Technologies Rating: Analyst Jeffrey Hammond upgraded the rating from...
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Snowflake Q3 AI Momentum Spikes Bookings 50%; Upside Falls Short Of Q2
Thursday, December 4, 2025 - 3:12pm | 1569Read More...Shares of Snowflake Inc. (NYSE:SNOW) tanked in early trading on Thursday, even after the company reported upbeat third-quarter results on Wednesday. Here are some key analyst takeaways: Cantor Fitzgerald analyst Thomas Blakey reaffirmed an Overweight rating; price target increased from $275 to $...
















