Competition & SPRQ-Nx Delay Looming — Barclays Turns Bearish on PacBio
Barclays downgrades PacBio to Underweight from Equal Weight, cuts price target to $1.50 citing competition and H1 2026 consumables slowdown ahead of SPRQ-Nx launch.
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Munitions Super Cycle Ignites: Piper Sandler Boosts Karman to Overweight
Piper Sandler upgrades Karman Holdings to Overweight with a $127 price target (up from $110), citing a major munitions "super cycle" driven by global defense needs and recent conflicts.
Polyethylene Surge Boosts Dow – JPMorgan Upgrades to Overweight
JPMorgan upgrades Dow Inc. to Overweight with a $40 price target, citing sharp polyethylene price gains from energy disruptions due to the Iran conflict and Strait of Hormuz issues.
Gap Shares Drop as Tariffs Hit 2026 Profit Outlook Despite Strong 2025 Results
Gap delivered 8 straight quarters of positive sales growth and launched a $1B buyback, but tariffs and cautious profit forecasts sent shares tumbling nearly 8%.
Samsara Crushes Q4 Earnings with Big Beats on Revenue & EPS, Raises Strong 2027 Outlook
Samsara reported strong Q4 results with EPS and revenue beating Wall Street forecasts. Guidance for Q1 and full-year 2027 also tops expectations.
Marvell Technology Jumps as AI Bookings 'On Fire' Boost Q1 Forecast
Marvell Technology beats Q4 estimates slightly and issues upbeat Q1 outlook of $2.4B revenue, topping expectations. AI demand fuels surge as shares rise up to 10% after hours.