CAGNY 2026 day four: Science, scale, and the art of selective growth
Day four of CAGNY 2026 highlighted how CPG companies approach growth, with presentations from Colgate-Palmolive, L'Oréal, Vita Coco, and Newell Brands. Key themes included the varying maturity of AI adoption, the importance of science-backed differentiation, and the challenge of balancing pricing discipline with volume recovery through innovation. The report emphasizes that CPG partners are diverse, requiring tailored commercial partnerships.
Alliance of companies will help accelerate $50 billion in rural health programs
An alliance of companies including Arcadia, Castlight Health, Covista, Mission Mobile Medical, Telemedicine.com, TruBridge, and Walgreens has formed to help states and local markets spend $50 billion from the federal Rural Health Transformation program. The Alliance for Advancing Rural Healthcare (AARH), formed by Science Applications International Corp. (SAIC), aims to strengthen the rural clinical workforce, modernize health IT systems, and connect patients to care, leveraging AI, data management, and cybersecurity solutions. Each member company brings specialized expertise to address the critical needs of rural communities and support state governments in navigating the complexities of healthcare transformation.
Telix Pharmaceuticals (NASDAQ:TLX) Shares Gap Up - Here's What Happened
Telix Pharmaceuticals (NASDAQ:TLX) experienced a gap-up in its share price before trading on Friday, opening at $7.46 after closing at $6.71, and last trading at $7.8170. The stock has an average "Moderate Buy" rating from analysts with an average target price of $21.00. Institutional investors have also shown increased interest, with several funds either increasing or initiating positions in the company during recent quarters.
SAIC launches alliance to accelerate state-led execution of $50B rural health care transformation program
Science Applications International Corp. (SAIC) has formed the Alliance for Advancing Rural Healthcare (AARH) to help state governments implement the federal Rural Health Transformation Program, a $50 billion initiative. The alliance, which includes Walgreens, Arcadia, and other healthcare organizations, aims to strengthen rural healthcare systems by improving access to care, modernizing infrastructure, and expanding workforce capacity. AARH will work with states to translate strategy into tangible, sustainable improvements for rural communities across the U.S.
Cardio Diagnostics Unveils New AI-driven Platform as Market Anticipates Growth
Cardio Diagnostics Holdings Inc. (CDIO) saw its stock rise by 41.96% following news of advancements in its AI-driven precision cardiovascular testing platforms and an upcoming investor call. Despite promising developments in precision medicine with tests like Epi+Gen CHD and PrecisionCHD, the company faces financial strain with negative free cash flow. The market is keenly watching how these AI innovations will translate into tangible financial growth and improved profitability.
Weight Management Supplements Market Report 2026: A $15+ Billion Market by 2030 Featuring Leading Players - Nestle, Abbott Laboratories, GSK, Glanbia, Herbalife Nutrition, and Amway - Forecast to 2035
The weight management supplements market is experiencing significant growth, projected to reach $15.08 billion by 2030 from $7.88 billion in 2026, driven by factors like increasing obesity rates, consumer focus on wellness, and personalized nutrition demand. Key trends include plant-based and botanical supplements, digital health integration, and online sales. Leading companies such as Nestle, Abbott, and Herbalife Nutrition are innovating with new products and strategic acquisitions to capitalize on market opportunities globally.
Walgreens deal veteran Lanesha Minnix to lead BD legal and public affairs
BD (Becton, Dickinson and Company) has appointed Lanesha Minnix as Executive Vice President and General Counsel, effective March 16, 2026. Minnix, who previously held senior legal roles at Walgreens Boots Alliance where she played a key part in a $24 billion take-private transaction, will lead BD's Law Group and Public Affairs and join the Executive Leadership Team. This appointment comes as BD navigates significant strategic changes, including portfolio adjustments and debt management.
Lanesha Minnix Named General Counsel for BD
BD (Becton, Dickinson and Company) has announced the appointment of Lanesha Minnix as Executive Vice President and General Counsel, effective March 16. Minnix, who previously served as chief legal officer at Walgreens Boots Alliance, will lead BD's Law Group and Public Affairs, reporting to Chairman, CEO, and President Tom Polen. Her appointment is expected to strengthen the company's governance and drive innovation in the healthcare sector.
Lanesha Minnix Named General Counsel for BD
BD (Becton, Dickinson and Company) has appointed Lanesha Minnix as its executive vice president and general counsel, effective March 16, 2026. She will lead the Law Group and Public Affairs, reporting to the chairman, CEO, and president, Tom Polen. Minnix previously served as chief legal officer at Walgreens Boots Alliance and held senior roles at Ecolab and Flowserve, bringing extensive experience in legal, corporate affairs, and governance to BD.
Walgreens, SAIC and partners join $50B bid to fix rural healthcare
SAIC has launched the Alliance for Advancing Rural Healthcare (AARH) with eight other organizations, including Walgreens, to help states implement the $50 billion Centers for Medicare & Medicaid Services (CMS) Rural Health Transformation (RHT) Program. This alliance aims to address challenges in rural healthcare by focusing on workforce expansion, health IT modernization, telehealth, and community-based care solutions. The initiative seeks to transform federal funding into sustainable improvements in rural healthcare access and outcomes.
SAIC Launches Alliance to Accelerate State-Led Execution of $50 Billion Rural Healthcare Transformation Program
SAIC has formed the Alliance for Advancing Rural Healthcare (AARH) with seven other organizations to help state governments implement the $50 billion federal Rural Health Transformation (RHT) Program. This initiative aims to address community healthcare challenges in rural areas by integrating capabilities in IT, data, mobile care, education, and pharmacy services. The alliance seeks to translate financial investments into sustainable improvements in access to care, modernized systems, and expanded healthcare workforce capacity across rural America.
NEOS Investment Management LLC Has $5.63 Million Holdings in Cencora, Inc. $COR
NEOS Investment Management LLC significantly increased its stake in Cencora, Inc. (NYSE:COR) by 97.5% in the third quarter, bringing its total holdings to 18,007 shares valued at approximately $5.63 million. The article highlights Cencora's recent earnings beat, a declared quarterly dividend, and the planned merger of its animal-health unit, which analysts view as a positive move allowing the company to refocus on its core drug distribution business. Despite some analyst downgrades, the consensus rating remains a "Moderate Buy" with an average price target of $399.00.
Aberdeen Group plc Has $15.83 Million Stock Position in Immunovant, Inc. $IMVT
Aberdeen Group plc significantly increased its stake in Immunovant, Inc. (NASDAQ:IMVT) by 16.2% in the third quarter, bringing its total holdings to 981,804 shares valued at approximately $15.83 million. Immunovant shares opened at $26.65, trading within a 52-week range of $12.72–$27.92, and the company has a market cap of $5.42 billion. Analyst sentiment for IMVT is generally favorable, with a "Moderate Buy" consensus and an average price target of $31.11, despite some recent insider selling.
45,205 Shares in Stoke Therapeutics, Inc. $STOK Acquired by Principal Financial Group Inc.
Principal Financial Group Inc. recently acquired a new position of 45,205 shares in Stoke Therapeutics, Inc. (NASDAQ:STOK) during the third quarter, valued at approximately $1,062,000. Other institutional investors have also adjusted their holdings in STOK, with several increasing their stakes. The article also details recent analyst ratings which generally recommend a "Buy" or "Moderate Buy" for the stock, and reports on insider selling activity by a director and general counsel of Stoke Therapeutics.
Glaukos Stock Shoots Up After iDose TR Re-administration Approval
Glaukos Corporation (NYSE: GKOS) stock surged over 13% following FDA approval for the re-administration of its iDose TR glaucoma therapy, indicating enhanced patient safety and effectiveness. This regulatory validation has led to increased investor confidence, with Stifel raising Glaukos's price target to $160, and the company forecasting 2026 revenue to exceed expectations due to strategic market positioning and innovative solutions. Recent Q4 revenues also outperformed analyst predictions, underscoring the success of its eyecare products and promising financial health moving forward.
DZ Bank Downgrades Unilever (NYSE:UL) to Hold
DZ Bank has downgraded Unilever (NYSE:UL) from a "Buy" to a "Hold" rating. This follows Unilever missing its latest quarterly earnings and revenue estimates. The stock is currently trading above its 50-day and 200-day moving averages, but analyst sentiment is mixed with an average "Hold" rating and a consensus target price of $65.55.
Advisors Capital Management LLC Purchases 260,742 Shares of Pfizer Inc. $PFE
Advisors Capital Management LLC increased its stake in Pfizer Inc. by 12.1% during the third quarter, acquiring an additional 260,742 shares, bringing their total holdings to 2,411,463 shares valued at $61.444 million. This move comes as Pfizer reported stronger-than-expected Q4 earnings with $0.66 EPS on $17.56 billion in revenue, surpassing analyst estimates. The company also declared a $0.43 quarterly dividend, equivalent to a 6.3% yield.
The Top 5 Analyst Questions From McDonald's's Q4 Earnings Call
This article summarizes McDonald's's strong Q4 CY2025 earnings, highlighting robust revenue and EPS growth driven by value initiatives and marketing. It then details the top five analyst questions from the earnings call, covering topics such as U.S. sales drivers, margin impact of value items, increased capital spending for new stores, the effect of GLP-1 medications on menu strategy, and the influence of the loyalty program. The article concludes by listing key catalysts for McDonald's in upcoming quarters.
The Top 5 Analyst Questions From CVS Health's Q4 Earnings Call
CVS Health reported strong Q4 2025 results, exceeding analyst expectations in revenue, adjusted EPS, and EBITDA, driven by operational efficiency and successful integration of Rite Aid assets. The article highlights the top five analyst questions from the earnings call, covering topics such as Medicare Advantage rate impacts, FTC legislation, competitive outlook, commercial membership growth, and technology investment timing. These questions and management's responses offer insights into CVS's strategies and challenges moving forward.
JPMorgan Chase & Co. Buys 821,098 Shares of Cencora, Inc. $COR
JPMorgan Chase & Co. significantly increased its stake in Cencora, Inc. (NYSE:COR) by 21.3% in the third quarter, purchasing an additional 821,098 shares, bringing its total to 4,677,797 shares valued at approximately $1.46 billion. Cencora has a "Moderate Buy" consensus rating from analysts with an average target price of $399.00. The company recently reported slightly better-than-expected EPS but missed revenue estimates, announced a quarterly dividend of $0.60, and shows high institutional ownership despite some insider selling.
Viridian Therapeutics, Inc. (NASDAQ:VRDN) Given Average Rating of "Moderate Buy" by Brokerages
Viridian Therapeutics (NASDAQ:VRDN) has received an average "Moderate Buy" rating from fifteen research firms, with an average one-year target price of $42.64. Major institutional investors like Morgan Stanley and Vanguard Group have significantly increased their stakes in the company. Viridian is a clinical-stage biopharmaceutical company focusing on antibody therapeutics, with lead programs targeting thyroid eye disease and complement-mediated pathways for autoimmune and inflammatory diseases.
5 Must-Read Analyst Questions From BD's Q4 Earnings Call
BD (Becton, Dickinson and Company) reported strong Q4 results with revenue and EPS exceeding analyst estimates, driven by growth in biologic drug delivery, advanced tissue regeneration, and pharmacy automation. Despite challenges from China and vaccine-related pressures, the company maintained focus on investments in growth platforms and productivity. Analyst questions highlighted concerns about future guidance, portfolio changes, and the long-term outlook for GLP-1 devices, with management providing clarifying responses.
Herc (HRI) Reports Earnings Tomorrow: What To Expect
Herc Holdings (HRI) is scheduled to report earnings tomorrow, with analysts expecting revenue growth of 32.2% year-on-year to $1.26 billion and adjusted earnings of $1.87 per share. The company beat revenue expectations last quarter but missed full-year guidance and EPS estimates. Investors in the specialty equipment distributors segment, including Herc, have shown positive sentiment, with Herc's shares up 12.3% over the last month.
Is CVS Health Corporation (CVS) Larry Robbins' top pick?
CVS Health Corporation (NYSE: CVS) is highlighted as Larry Robbins' top stock pick, accounting for a significant portion of his portfolio. Despite a decrease in fourth-quarter profit, CVS exceeded Wall Street expectations, showcasing early success in restructuring efforts. The company reaffirmed its revenue guidance for 2026, indicating a focus on execution discipline.
TimesSquare Capital Management LLC Has $25.52 Million Stake in Soleno Therapeutics, Inc. $SLNO
TimesSquare Capital Management LLC significantly increased its stake in Soleno Therapeutics, Inc. (NASDAQ:SLNO) by 52.6% in the third quarter, now owning 377,566 shares valued at $25.52 million. This move, alongside other institutional investors like Goldman Sachs also raising their positions, contributes to a high institutional ownership of 97.42% for the company. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $110.62, indicating positive sentiment despite the stock trading around $37.24.
Jim Cramer Discusses CVS Health (CVS) In Detail
Jim Cramer discussed CVS Health (CVS), highlighting its strong position against competitors like Walgreens and Rite Aid due to its diversified business model, including Aetna. While analysts have slightly trimmed price targets due to Medicare/Medicaid reimbursement concerns, Cramer sees benefits from pharmaceutical retail industry developments. CVS shares are up 19.2% over the past year and Cramer is optimistic, noting its upcoming earnings report.
Edgewise Therapeutics (NASDAQ:EWTX) Upgraded at Wall Street Zen
Wall Street Zen has upgraded Edgewise Therapeutics (NASDAQ:EWTX) from a "sell" to a "hold" rating. Despite this, MarketBeat reports a consensus "Moderate Buy" rating with a target price of $36.67. Insider trading activity shows Director Badreddin Edris sold a significant portion of his holdings, while various institutional investors have adjusted their stakes in the biopharmaceutical company.
Personalis, Inc. (NASDAQ:PSNL) Receives Average Rating of "Moderate Buy" from Brokerages
Personalis, Inc. (NASDAQ:PSNL) has received an average "Moderate Buy" rating from eight brokerages, with an average one-year price target of $10.86. Key analysts like Morgan Stanley, Guggenheim, and BTIG recently raised their price targets for the stock. Despite a recent insider stock sale by CFO Aaron Tachibana, institutional investors hold a significant portion of the company's shares.
Dexcom seeks expanded Medicare coverage of CGMs for Type 2 diabetes
Dexcom is actively pursuing expanded Medicare coverage for its continuous glucose monitors (CGMs) for individuals with Type 2 diabetes who do not use insulin, with CEO Jake Leach anticipating a coverage proposal in the first half of 2026. The company is generating real-world data and has a randomized controlled trial planned to support this expansion, building on recent commercial coverage and updated American Diabetes Association guidelines. Dexcom also recently launched a 15-day G7 sensor, which has contributed to increased demand.
CVS Pharmacy Is Quietly Becoming Your All?in?One Health Hub — Here’s What Shoppers Are Really Sa
CVS Pharmacy is transforming into a comprehensive health hub, offering prescription services, same-day care, and a wide range of health, wellness, and household essentials. This strategy aims to provide a single, convenient location for routine health needs, leveraging its extensive physical footprint and integrated digital tools. Shoppers appreciate the convenience and rewards but note inconsistent service and price perceptions.
Longbow Finance SA Purchases Shares of 33,767 Cencora, Inc. $COR
Longbow Finance SA recently acquired 33,767 shares of Cencora, Inc. (NYSE:COR) valued at approximately $10.55 million. This purchase is part of a trend of increased institutional investment and hedge fund activity in Cencora, with several firms modifying their holdings in the last few quarters. The article also details recent analyst ratings, insider stock sales, and Cencora's financial performance and dividend announcement.
Oppenheimer Asset Management Inc. Trims Stake in Elevance Health, Inc. $ELV
Oppenheimer Asset Management Inc. significantly reduced its stake in Elevance Health, Inc. ($ELV) by 62.2% in the third quarter, selling 10,300 shares and retaining 6,247 shares valued at approximately $2.02 million. This comes as Elevance Health reported strong Q3 earnings, beating EPS expectations and showing 9.6% revenue growth, leading them to raise their quarterly dividend and set FY2026 EPS guidance. Despite mixed analyst ratings, the stock holds a "Moderate Buy" consensus target price of $390.55, with institutional investors owning a substantial 89.24% of the company.
Sallie Mae Names Tech Veteran Steve Turner to Top Role
Sallie Mae (Nasdaq: SLM) has appointed Steve Turner, a technology veteran with 25 years of experience, as its new Chief Technology and Enablement Officer. In this expanded role, Turner will lead technology architecture, data management, and digital innovation to enhance the student loan lender's services. His appointment is expected to strengthen Sallie Mae's technology foundation and drive innovation for improved customer experiences.
TD Cowen Raises Becton, Dickinson and Company (NYSE:BDX) Price Target to $189.00
TD Cowen has increased its price target for Becton, Dickinson and Company (NYSE:BDX) to $189 from $183, while reiterating a "hold" rating. This adjustment follows Becton, Dickinson beating its Q1 earnings and revenue estimates, reporting $2.91 EPS against an expected $2.81, and revenues of $5.25 billion. The company also announced a modest share buyback of $10 million and tender offers to repurchase up to $1.6 billion in debt, reflecting active capital management.
Mouthrinse Market Is Going to Boom | Colgate-Palmolive • Procter & Gamble • Johnson & Johnson • GlaxoSmithKline
Coherent Market Insights has released a comprehensive report on the Mouthrinse Market, detailing industry trends, growth opportunities, market share, and forecasts from 2026-2033. The report analyzes competitive landscapes, geographic distribution, and growth potential, covering industry performance, risk assessment, and economic analysis. Key players include Colgate-Palmolive, Procter & Gamble, and Johnson & Johnson, with segmentation across therapeutic, cosmetic, alcohol-based, and natural mouthrinses.
Solid Biosciences (SLDB) Gets a Buy from Wedbush
Wedbush analyst Laura Chico maintained a Buy rating on Solid Biosciences (SLDB) with a $14.00 price target. This comes after other analysts also issued a Buy rating, despite a recent Hold rating from TipRanks – OpenAI. The company reported a GAAP net loss of $45.78 million for the quarter ending September 30, and corporate insider sentiment is negative due to increased selling activity.
Off-price retailer 'officially cheaper than Dollar General' to open new store - chain confirms February date
Dollar Tree is opening a new store in Easton, Pennsylvania, in a former CVS Pharmacy location. The popular off-price retailer, which recently acquired 170 former 99 Cents Only Stores, is known for its low prices, though it has introduced "Plus" sections with items up to $5. This expansion comes as other pharmacy chains like CVS, Walgreens, and Rite Aid struggle with store closures.
Envoy Medical Announces Pricing of Up to $78.0 Million Upsized Public Offering
Envoy Medical Inc. announced the pricing of an upsized public offering of 75,000,000 shares of its Class A common stock and accompanying warrants, totaling an expected $30.0 million upfront. The offering also includes milestone-linked warrants with potential additional gross proceeds of approximately $48.0 million if fully exercised. The net proceeds are intended for working capital and general corporate purposes, specifically to fund operations during its FDA pivotal clinical study for the Acclaim cochlear implant.
2 Dividend Stocks to Double Up on Right Now
This article recommends two dividend stocks, Realty Income (NYSE: O) and Oneok (NYSE: OKE), for long-term investors seeking to reduce volatility through dividend-paying companies. Realty Income, a REIT, offers a 5.1% dividend yield and has a history of increasing monthly payouts, while midstream energy company Oneok, yielding 5.3%, recently raised its quarterly dividend and benefits from fee-based revenue. Both companies are highlighted for their commitment to and financial capacity for sustaining dividend payments.
Candriam S.C.A. Trims Stock Position in Labcorp Holdings Inc. $LH
Candriam S.C.A. reduced its stake in Labcorp Holdings Inc. by 39.3% in the third quarter, now holding 46,666 shares valued at approximately $13.4 million. Despite this trim, analysts maintain a "Moderate Buy" consensus with an average price target of $300.75, backed by recent increases from JPMorgan and Mizuho. Labcorp also declared a quarterly dividend of $0.72, signaling a 1.0% yield, while the stock trades with a market capitalization of $23.57 billion.
Johnson Investment Counsel Inc. Sells 11,354 Shares of Cencora, Inc. $COR
Johnson Investment Counsel Inc. reduced its stake in Cencora, Inc. by 2.8% in the third quarter, holding 388,269 shares valued at $121.35 million. Insider activity shows significant selling, with CEO Robert P. Mauch selling shares worth $1.81 million and total insider sales reaching $7.15 million over 90 days. Despite this, analysts maintain a "Moderate Buy" rating with an average target price of $394.75, and Cencora recently announced a $0.60 quarterly dividend.
Novo Nordisk Sues Hims & Hers, Seeking Ban on Copycat Drugs and Damages
Novo Nordisk has filed a lawsuit against telehealth provider Hims & Hers, aiming to ban its offering of compounded versions of Wegovy and Ozempic. This legal action follows Novo Nordisk's concerns that its sales are being negatively impacted by these copycat medications. Hims & Hers, however, argues that such a ban could harm patients who rely on compounded drugs.
Alpine Income Property Trust, Inc. (NYSE:PINE) Q4 2025 Earnings Call Transcript
Alpine Income Property Trust, Inc. (PINE) reported strong Q4 and full-year 2025 results, with significant growth in AFFO per common share and a record $277.7 million in investments. The company highlighted strategic acquisitions blending investment-grade tenants with higher-yielding properties, a successful recycling plan, and substantial growth in its commercial loan portfolio. PINE also raised its quarterly common dividend by 5.3% and provided 2026 earnings guidance, anticipating continued investment and disciplined balance sheet management.
Ispire Technology Inc. (NASDAQ:ISPR) Q2 2026 Earnings Call Transcript
Ispire Technology Inc. reported its Q2 2026 earnings, highlighting a strategic shift from lower-value cannabis customers to higher-quality nicotine sector clients, resulting in improved financial stability despite a revenue decline. The company emphasized progress in its age-gating technology (iQTEC) joint venture, particularly its potential impact on the flavored e-cigarette market following FDA guidance, and advancements in its Gmesh technology and Malaysian manufacturing facility. Ispire anticipates top-line growth and continued financial improvements in future quarters, driven by these innovations and stringent cost management.
GoodRx Partners with 60 Degrees Pharmaceuticals to Offer Up to 30% Savings on ARAKODA® for Malaria Prevention
60 Degrees Pharmaceuticals has partnered with GoodRx to provide up to 30% savings on its FDA-approved malaria prevention medication, ARAKODA® (tafenoquine). This collaboration aims to make the medication more affordable and accessible to travelers heading to malaria-endemic regions, with discounts available at over 70,000 pharmacies nationwide starting February 2, 2026. The article also provides detailed information on ARAKODA's use, safety, and insider trading/hedge fund activity related to 60 Degrees Pharmaceuticals (SXTP).
Kroger quietly reduces a vital store service for customers
Kroger is scaling back its in-store medical clinics, The Little Clinic, by closing all 18 locations in Georgia, following a trend seen with other major retailers like Walmart, Walgreens, and CVS. This decision comes despite strong growth in Kroger's pharmacy division, as retailers face challenges with high operating costs, a difficult reimbursement environment, and low margins in primary care services. Industry experts suggest these closures are a result of rapid expansion without fully understanding cost structures and the impact of inflation on medical expenses.
Ispire (ISPR) Q2 2026 Earnings Call Transcript
Ispire Technology (ISPR) reported Q2 2026 earnings, detailing a strategic shift from lower-value cannabis customers to higher-quality nicotine customers, which resulted in expected revenue and gross profit declines. Despite this, the company significantly improved cash collection efficiency, reduced operating expenses and net loss, and made substantial progress in its iQTEC age-gating technology. Management anticipates future top-line growth and profitability as these strategic initiatives mature, highlighting strong interest from major tobacco companies and ongoing expansion of its Malaysian manufacturing facility.
Perrigo Company plc (NYSE:PRGO) Receives Average Rating of "Reduce" from Brokerages
Perrigo Company plc (NYSE:PRGO) has received an average rating of "Reduce" from six brokerage firms, with a consensus 12-month target price of $20.33. This follows mixed financial results, including a slight beat on EPS but a 4.1% decline in revenue year-over-year. Insider activity shows a director purchasing shares, while institutional investors have also adjusted their holdings.
Home Depot issues strict new ‘return’ rule after confirming major cuts
Home Depot has mandated that all corporate employees return to the office five days a week, effectively ending its hybrid work model. This decision comes alongside the announcement that 800 corporate jobs will be cut, including 150 at the Atlanta headquarters and the remainder from remote positions. CEO Ted Decker stated these changes are to accelerate operations and better connect with customers and frontline associates, with affected employees receiving severance and job support.
Estee Lauder Companies' (EL) Outperform Rating Reaffirmed at Royal Bank Of Canada
Royal Bank of Canada has reiterated its "Outperform" rating for Estee Lauder Companies (EL) with a price target of $113.00, suggesting a potential downside of 4.99% from its current price. Despite this, the stock's overall analyst consensus is "Hold" with an average target of $103.00. The article also notes recent insider sales and institutional trading activity for the company.
