VARONIS DEADLINE REMINDER: Bragar Eagel & Squire, P.C.
Bragar Eagel & Squire, P.C. announces a class action lawsuit against Varonis Systems, Inc. for allegedly making false and misleading statements to investors between February 4, 2025, and October 28, 2025. Investors who purchased Varonis stock and suffered losses are encouraged to contact the firm before the March 9, 2026, lead plaintiff deadline. The lawsuit claims Varonis concealed issues regarding its ARR growth trajectory and saw a significant stock price drop after reporting disappointing Q3 2025 financial results.
Broadcom stock price: AVGO in focus after VMware partner cuts and new 6G chip launch
Broadcom (AVGO) is under investor scrutiny after announcing cuts to VMware's entry-level reseller tier in EMEA and launching BroadPeak, a new radio chip for 5G Advanced and 6G networks. Despite its new tech, the stock dipped 0.4% on Friday, with investors now focused on how the VMware integration will impact sales and the company's upcoming Q1 2026 earnings report on March 4th. The market is weighing the potential for growth in software and infrastructure against the risks of partner churn and slower adoption of new wireless technology.
Public Storage Moving Headquarters Out of L.A.
Public Storage, the world's largest self-storage company, is relocating its corporate headquarters from Glendale, California, where it has been for over 50 years, to Frisco, Texas. This move follows a trend of several companies, including In-N-Out Burger and SpaceX, shifting operations out of Los Angeles, with Dallas-Fort Worth becoming a rapidly growing headquarters market. The transition coincides with a change in leadership, as current CFO Tom Boyle is set to become CEO upon Joe Russell's retirement.
David Tepper's Appaloosa Drops Nvidia from Top 5 Holdings, Boosts Micron Stake
David Tepper's Appaloosa Management significantly reduced its stake in Nvidia, dropping it from its top five holdings, while tripling its position in Micron Technology. This strategic shift reflects a focus on AI hardware components like memory over chip designers, with Micron now becoming a core bet on AI infrastructure spending. The move also involved boosting stakes in other AI enablers like Meta Platforms and Alphabet, alongside reducing exposure to Alibaba.
SailPoint’s Market Moves: Financial Insights and Analysis
SailPoint Inc. (NASDAQ: SAIL) has seen its stock decline by 9.13% due to waning investor confidence, with significant losses and strained profit margins, including a negative EBIT margin of -29% and a pretax profit margin of -35.9%. The company faces operational challenges despite a strong capital structure with no debt, and analysts note cautious optimism as SailPoint pursues strategic acquisitions and cost-cutting measures to revitalize its market presence and improve ROI. Technical analysis indicates a bearish momentum, and future growth hinges on effective strategic initiatives to boost revenue and margin growth.
WEC Energy Rose 5% in the Last 30 Days. Here’s How Much the Stock Could Rise in 2026
WEC Energy Group stock increased 5% in the past 30 days due to strong earnings, increased data center demand, and expanded capital investment plans. The company reaffirmed its 2026 guidance and raised its five-year capital plan to $37.5 billion, with institutional investors showing strong conviction. A valuation model suggests the stock is currently undervalued, with a target price of $140, implying a 22% total upside and a 7.3% annualized return through 2026.
Kessler Topaz Meltzer & Check, LLP - PayPal Holdings, Inc. (PYPL) Class Action Lawsuit: Investors Face April 20, 2026, Deadline
Kessler Topaz Meltzer & Check, LLP has filed a securities fraud class action lawsuit against PayPal Holdings, Inc. (PYPL) alleging material misstatements about the company's projected revenue outlook and anticipated growth. Investors who purchased PYPL common stock between February 25, 2025, and February 2, 2026, are encouraged to seek lead plaintiff status by April 20, 2026. The lawsuit follows a significant drop in PayPal's stock price after a surprise leadership change and missed earnings estimates in February 2026.
FDA Grants Breakthrough Status To Johnson & Johnson's Cancer Drug For Advanced Head and Neck Cancer
The FDA has granted Breakthrough Therapy Designation to Johnson & Johnson's subcutaneous Rybrevant Faspro for advanced head and neck squamous cell carcinoma. This designation is based on promising clinical activity shown in the Phase 1b/2 OrigAMI-4 study for HPV-unrelated recurrent or metastatic cancer after platinum-based chemotherapy and PD-1/PD-L1 inhibitor treatment. Additionally, the FDA approved a simplified monthly dosing schedule for Rybrevant Faspro in combination with Lazcluze for EGFR-mutated advanced non-small cell lung cancer.
Alphabet GOOG stock jumps 3.7% — what to watch next week for Google shares
Alphabet Inc.'s Class C shares (GOOG) surged 3.7% to $314.90 after the U.S. Supreme Court overturned President Trump's global tariffs, reducing market uncertainty. The company is intensifying its AI chip business efforts, with significant capital spending planned for 2026 to boost its tensor processing units (TPUs) and expand infrastructure. Investors will be monitoring GOOG next week, particularly with Nvidia's earnings due on February 25th, as trade policy and AI spending remain key factors.
Alphabet (GOOG) Jumps 4% as Dividend Looms
Alphabet Inc. (GOOG) saw its shares jump by 4.01% as investors positioned themselves for the company's next quarterly dividend payment of $0.21 per share. This surge follows strong earnings performance for 2025, with net income increasing by 32% to $132 billion and revenues climbing 15% to $402.8 billion. The company's CEO highlighted the success of Gemini 3, YouTube's growth, and Google Cloud's strong performance, driven by AI investments.
Opendoor Technologies (OPEN) Climbs 7.5% on Upbeat Outlook
Opendoor Technologies (OPEN) saw its stock climb 7.5% following an upbeat outlook where the company reaffirmed its goal to return to profitability on an adjusted basis by the end of 2026. Despite widening net losses and declining revenues year-over-year, the company highlighted structural improvements and progress on its four-step transformation plan. CEO Kaz Nejatian noted more accurate pricing, faster inventory turns, and disciplined selection as drivers of this execution.
Cummins Is Up 50% in the Last 6 Months. Here’s What to Expect in 2026
Cummins (CMI) stock has surged 50% in the last six months, driven by strong data center exposure and power generation growth offsetting weakness in North America truck markets. The company reported robust Q4 revenue and full-year record EBITDA, with Power Systems being a key driver, supported by strong data center demand and multi-year order visibility. Analysts project continued revenue and margin expansion in 2026, with the stock appearing undervalued based on a valuation model estimating a 17.5% upside.
Analysts’ Top Consumer Cyclical Picks: Citi Trends (CTRN), Wayfair (W)
This article highlights bullish sentiments from financial analysts on three consumer cyclical companies: Citi Trends (CTRN), Wayfair (W), and Six Flags Entertainment Corporation (FUN). Analysts from Craig-Hallum, Canaccord Genuity, and Stifel Nicolaus maintained Buy ratings for these companies, citing strong performance and potential upside in price targets. The report details the analysts' average returns, success rates, and specific price targets for each stock.
Morgan Stanley Lowers its Price Target on IQVIA Holdings Inc. (IQV) to $240 but Maintains an Overweight Rating
Morgan Stanley has lowered its price target for IQVIA Holdings Inc. (IQV) to $240 from $265 but maintained an Overweight rating following IQVIA's strong fourth-quarter results. The company also announced a new collaboration with Duke Clinical Research Institute to advance clinical research in obesity. IQVIA reported revenues of $4.36 billion, exceeding estimates, and showed strong performance across segments, driven by expanded market efforts, operational discipline, and AI investments.
Baird Lowers its Price Target on Trimble Inc. (TRMB) to $90 but Maintains an Outperform Rating
Baird has lowered its price target on Trimble Inc. (TRMB) to $90 from $95, while maintaining an Outperform rating, following the company's strong Q4 2025 results and positive 2026 guidance. JPMorgan also reduced its price target to $88. Trimble Inc. exceeded revenue expectations in Q4 2025 with $969.8 million and reported record annualized recurring revenue and gross/operating margins, positioning it well for its Connect & Scale strategy.
Boise Cascade, L.L.C. to Issue Quarterly Dividend of $0.22 (NYSE:BCC)
Boise Cascade (NYSE:BCC) has announced a quarterly dividend of $0.22 per share, payable on March 18th to shareholders of record by February 23rd, with an ex-dividend date of February 23rd. This represents an annualized dividend of $0.88 and a yield of approximately 1.1%. The company has consistently raised its dividend for six consecutive years, and with a low payout ratio of 10.9% and analyst projections for future earnings, its dividend coverage appears strong.
Chemed Corporation (NYSE:CHE) Announces Quarterly Dividend of $0.60
Chemed Corporation (NYSE:CHE) announced a quarterly dividend of $0.60 per share, payable on March 13, 2026, to shareholders of record on February 23, 2026. This translates to an annual dividend of $2.40 and a yield of approximately 0.5%. The company has consistently increased its dividend for 16 consecutive years, demonstrating strong financial health with a low payout ratio of 8.7%.
Wynn Resorts, Limited (NASDAQ:WYNN) Declares Quarterly Dividend of $0.25
Wynn Resorts, Limited (NASDAQ:WYNN) has declared a quarterly dividend of $0.25, amounting to an annualized dividend of $1.00 and a yield of 0.9%. The ex-dividend date is February 23rd, with payment on March 4th. The company's dividend is well-covered by earnings, with a payout ratio of 18.1%, and analysts maintain a "Moderate Buy" rating with an average target price of $139.20 despite a recent EPS miss.
W.R. Berkley Corporation Declares Quarterly Dividend of $0.09 (NYSE:WRB)
W.R. Berkley Corporation (NYSE:WRB) has declared a quarterly dividend of $0.09 per share, payable on March 4th to shareholders of record as of February 23rd. This dividend implies an annualized yield of approximately 0.5% and is well-covered by earnings, with the company having raised its dividend for 23 consecutive years. Despite missing Q1 EPS estimates by a narrow margin, analysts project continued strong earnings for the coming year, supporting the sustainability of its dividend.
Jones Lang LaSalle Reports Strong Q4 Earnings
Jones Lang LaSalle (JLL) reported strong fourth-quarter and full-year 2026 earnings, surpassing Wall Street expectations. The Chicago-based real estate services firm posted a Q4 profit of $401.7 million and revenue of $7.61 billion, demonstrating the continued resilience of the commercial real estate market. This performance, driven by growth across its business lines, provides key insights into industry trends.
BofA Lowers its Price Target on KKR & Co. Inc. (KKR) to $160 but Maintained a Buy Rating
BofA recently reduced its price target for KKR & Co. Inc. (KKR) to $160 from $164, while still maintaining a Buy rating after the company's fourth-quarter results. Separately, Morgan Stanley increased its price target for KKR to $177 and kept an Overweight rating, noting an attractive entry point. KKR reported strong fourth-quarter asset management revenues and total revenues, with Co-CEOs highlighting record annual figures across key metrics in 2025 and expressing confidence in the firm's long-term positioning, including a significant acquisition.
RBC Capital Lowers its Price Target on Autodesk, Inc. (ADSK) to $340 and Maintains an Outperform Rating
RBC Capital has lowered its price target for Autodesk, Inc. (ADSK) to $340 from $380, while maintaining an Outperform rating. This adjustment was made ahead of Q4 earnings, citing negative investor sentiment in the software sector and RBC's preference for companies with clear AI monetization pathways. JPMorgan, however, upgraded Autodesk to Overweight earlier, highlighting its leadership in design software and its positioning to benefit from cloud and AI technologies.
Morgan Stanley Lowers its Price Target on IQVIA Holdings Inc. (IQV) to $240 but Maintains an Overweight Rating
Morgan Stanley has lowered its price target for IQVIA Holdings Inc. (IQV) to $240 from $265 but reiterated an Overweight rating following the company's strong fourth-quarter 2025 results. IQVIA also announced a collaboration with Duke Clinical Research Institute to advance clinical research in obesity and cardiometabolic trials, aiming to improve trial efficiency and accelerate therapy delivery to patients. The company reported better-than-expected fourth-quarter revenue and expressed optimism for 2026 driven by expanded market efforts, operational discipline, and AI investments.
BofA Lowers its Price Target on KKR & Co. Inc. (KKR) to $160 but Maintained a Buy Rating
BofA lowered its price target on KKR & Co. Inc. (KKR) to $160 from $164 but maintained a Buy rating, following the company's fourth-quarter results. Morgan Stanley also raised its price target to $177 with an Overweight rating, viewing the stock as an attractive entry point. KKR reported Q4 asset management segment revenue of $1.64 billion and total revenue of $5.74 billion, with co-CEOs highlighting a strong 2025 and announcing the acquisition of Arctos Partners.
GE HealthCare stock closes at $84 after new FDA MRI clearances — what investors watch next week
GE HealthCare (NYSE: GEHC) closed at $84.23, up 1.47%, after receiving FDA 510(k) clearances for two new MRI systems and an AI-powered workflow platform. Investors will be monitoring upcoming management presentations on February 26 and March 10 for insights into orders and margins, especially concerning hospital spending on imaging systems and the integration of the Intelerad acquisition. The company is also seeking CE Mark approval in Europe for these new systems by the end of 2026.
Ovintiv (NYSE:OVV) Receives Outperform Rating from Royal Bank Of Canada
Royal Bank of Canada has reaffirmed an "Outperform" rating for Ovintiv (NYSE:OVV), setting a price target of $55.00, suggesting an 8.82% upside from its previous close. Despite a high P/E ratio of 55.54 and trading near its 52-week high, analysts collectively give the stock a "Moderate Buy" rating with an average target of $51.22. Additionally, significant institutional ownership and increased hedge fund positions were noted, alongside a recent insider sale by the COO.
Occidental Petroleum (NYSE:OXY) Price Target Raised to $45.00 at Roth Mkm
Roth Mkm has increased its price target for Occidental Petroleum (NYSE:OXY) to $45.00 from $39.00, maintaining a "neutral" rating, which suggests a potential 13.24% downside from the current share price. The company recently reported Q4 EPS that beat estimates but missed revenue, and management highlighted significant debt reduction. Despite mixed analyst views, the stock currently holds an average "Hold" rating with a consensus target of $49.05.
Stellantis Stock: EV Reset, Big Buybacks and a Dividend US Investors Can’t Ignore
Stellantis N.V. is presented as a polarizing global auto stock, offering deep value and high cash returns amid slowing EV demand and aggressive cost-cutting. The article explores whether the company is a strong value play for US investors, emphasizing its strong North American performance, generous capital return policy, and disciplined EV strategy. It also addresses the structural headwinds of EV uncertainty, labor costs, and exposure to China and Europe.
SolarEdge Technologies (NASDAQ:SEDG) Given New $33.00 Price Target at Deutsche Bank Aktiengesellschaft
Deutsche Bank Aktiengesellschaft has lowered its price target for SolarEdge Technologies (NASDAQ:SEDG) to $33.00 from $35.00, maintaining a "hold" rating, which suggests a potential downside of 12.93%. Despite SolarEdge beating Q4 earnings and revenue estimates, the company remains unprofitable, though some analysts have raised their price targets, indicating mixed sentiment. The stock traded up to $37.90 on Friday, with institutional investors owning a significant portion of its shares.
Medtronic: The Investment Appeal of a Medical Device Giant
Medtronic, a leading medical device company, demonstrates strong investment appeal through its diversified business, innovation-driven growth, and stable dividend record. Despite the upcoming diabetes business spinoff, Medtronic projects 5.5% revenue growth for fiscal 2026, driven by new product launches and technological advancements like the Hugo surgical robot. Analysts have mixed views, with some upgrading to Outperform and others maintaining Neutral ratings, but the company's strong financial outlook and institutional investment suggest continued market confidence.
EQT (NYSE:EQT) Stock Price Expected to Rise, Wells Fargo & Company Analyst Says
Wells Fargo & Company has raised its price target for EQT (NYSE:EQT) to $70 from $66, maintaining an "overweight" rating, indicating a potential upside of 15.7%. This comes after EQT exceeded Q4 EPS estimates, reported strong free cash flow, and increased its 2026 production guidance, along with boosting its stake in the Mountain Valley Pipeline. Other analysts have also issued positive ratings, contributing to a "Moderate Buy" consensus and a price target of $65.27 for the oil and gas producer.
The Chefs’ Warehouse, Inc. (CHEF) Reports Q4 revenue of $1.14B Versus Consensus of $1.1B
The Chefs’ Warehouse, Inc. (CHEF) reported Q4 revenue of $1.14 billion, exceeding the consensus of $1.1 billion. Chairman and CEO Christopher Pappas highlighted strong business activity, market share growth, and positive performance across domestic and international markets. The company projects FY26 revenue of $4.35B to $4.45B, aligning with analyst consensus, and Benchmark recently raised its price target to $84 due to strong underlying momentum.
Citi Trims Mid-America Apartment Communities (MAA) Target Amid Multifamily Sector Uncertainty
Citi has cut its price target for Mid-America Apartment Communities (MAA) to $148 from $155, maintaining a Neutral rating, citing concerns about the multifamily sector. Despite this, MAA's CEO Brad Hill noted early signs of improvement in Q4 2025, with increased occupancy and improved lease performance, and projected stronger revenue trends for 2026. The company is also investing in technology, property enhancements, and expanding its development pipeline in Arizona and Virginia.
Sprott (NYSE:SII) Issues Earnings Results, Beats Estimates By $0.58 EPS
Sprott (NYSE:SII) reported Q4 EPS of $1.11, significantly beating consensus estimates of $0.53 by $0.58. The company also saw its Assets Under Management (AUM) surge to $70.1 billion by February 2026, driven by strong inflows into precious metal trusts and ETFs. Despite missing revenue expectations, the stock price jumped approximately 10% following the earnings release.
Meet the Most Profitable Company in America (It’s Not Apple or Microsoft)
Alphabet has emerged as the most profitable company in America, surpassing Apple and Microsoft, largely due to the rapid growth of Google Cloud, fueled by AI demand. The company's investments in emerging technologies like the Gemini App and Waymo, alongside strong financial performance (including a 48% year-over-year revenue increase in Google Cloud for Q4), position it for continued margin expansion and make it a top-performing Magnificent Seven stock.
McCormick & Company, Incorporated (NYSE:MKC) Price Target Raised to $78.00
JPMorgan Chase & Co. has increased its price target for McCormick & Company, Incorporated (NYSE:MKC) to $78.00, maintaining an "overweight" rating and suggesting a potential upside of 13.88%. While some analysts like Jefferies also raised their targets, others like HSBC, Barclays, and UBS have lowered theirs, leading to a mixed analyst picture and a consensus "Hold" rating with an average target of $73.90. The company recently reported Q1 EPS of $0.86, missing estimates slightly, and notable insider selling activity has been observed.
Cummins Stock Just Popped Off: Is This Old-School Engine Giant Your Next Power Play?
Cummins Inc. (NYSE: CMI) is experiencing renewed interest due to its involvement in three major US trends: AI data centers, clean trucks, and infrastructure spending. The company is actively transitioning from diesel engines to a broader portfolio of natural gas, hydrogen, batteries, and fuel cells, making it a "picks and shovels" play for the energy and AI revolution. Despite being an industrial stock, its strong US footprint, resilient earnings, and dividend payouts are attracting both traditional and younger investors.
Marsh & McLennan Stock: Why Wall Street Just Flipped the Script
Marsh & McLennan (MMC) is gaining significant attention from Wall Street analysts, positioning itself as a "boring" but strong long-term investment, especially in US risk, cyber, climate, and insurance pricing. The company, a professional services powerhouse, monetizes global chaos related to natural disasters, cyberattacks, and healthcare costs through its insurance broking, reinsurance, HR, and consulting segments. Despite not being a "get rich overnight" stock, MMC is seen as a defensive, high-quality name providing stable earnings and growing fees, often appearing on lists of "quality compounders" for long-term investors.
Jefferies Raises its Price Target on The Williams Companies, Inc. (WMB) to $81 and Maintains a Buy Rating
Jefferies raised its price target on The Williams Companies, Inc. (WMB) to $81 and maintained a Buy rating, citing a "strong" analyst day update and expecting a 12-13% EBITDA CAGR through FY30. UBS also increased its price target to $89, highlighting Williams' significant power generation backlog and its strong position to benefit from rising natural gas demand from power generation and data centers. The company reported Q4 adjusted EPS of 55c and record Adjusted EBITDA of $7.75 billion in 2025, with 2026 Adjusted EBITDA guided at $8.2 billion at the midpoint.
Synopsys downgraded to Hold at HSBC on lack of full-year 2026 catalysts
HSBC Global Investment Research has downgraded Synopsys Inc. (NASDAQ: SNPS) to "Hold" from "Buy," citing limited near-term catalysts and mounting headwinds for 2026. The bank lowered its price target and expects 2026 to be a transition period, with growth primarily driven by the Ansys acquisition while core businesses face challenges like geopolitical uncertainty and resource reallocation towards AI. Synopsys's Design IP segment is expected to remain muted, and visibility beyond next year is limited.
RBC Raises Prologis (PLD) Target as Industrial Real Estate Outlook Improves
RBC Capital analyst Michael Carroll raised his price target for Prologis (PLD) to $135 from $132, reiterating a "Sector Perform" rating after the company's strong fourth-quarter FFO beat and an encouraging outlook from management. Prologis is actively exploring a new co-investment fund for data centers, a significant shift as data centers are projected to constitute 40% of its new development projects in 2026, up from 10% in 2025. This move into data centers reflects growing confidence in market conditions and aims to further expand its private capital business.
Philip Morris Reaffirms 2026 Earnings Outlook
Philip Morris International has reaffirmed its full-year 2026 earnings per share guidance, projecting a range of $7.87 to $8.02, and adjusted earnings per share between $8.38 and $8.53. This reaffirmation provides investors with confidence in the company's financial performance despite potential currency fluctuations, highlighting its position as a resilient global consumer goods leader. The company expects adjusted earnings growth of 7.5% to 9.5% excluding currency impacts and will provide more details at the CAGNY conference.
LCI Industries Reports Strong Q4 Growth and Margins
LCI Industries (LCII) announced strong Q4 2025 results, with a 15% year-over-year revenue increase and doubled operating margins, driven by strong OEM and aftermarket performance. Acquisitions and new product introductions contributed significantly to this growth. TipRanks' AI Analyst, Spark, rates LCII as "Neutral," citing improving financials but also noting mixed near-term technical momentum and a valuation that isn't particularly cheap for a cyclical business.
Oppenheimer Raises its Price Target on SharkNinja, Inc. (SN) to $145 from $140 and Maintains an Outperform Rating
Oppenheimer has increased its price target for SharkNinja, Inc. (SN) to $145 from $140, maintaining an Outperform rating due to positive outlooks on the company's near- and long-term prospects. This follows SharkNinja's strong Q4 earnings, which showed significant net sales growth and improved adjusted gross margin, particularly in Beauty and Home Environment Appliances. Other analysts like Morgan Stanley and Guggenheim also raised their price targets on SN.
Towle & Co. Acquires 179,163 Shares of Zumiez Inc. $ZUMZ
Towle & Co. significantly increased its stake in Zumiez Inc. (NASDAQ:ZUMZ) by 76.8%, acquiring an additional 179,163 shares, bringing its total to 412,501 shares. This makes Zumiez the 26th largest position in Towle & Co.'s portfolio, representing approximately 2.0% of its investments. The acquisition follows Zumiez's strong Q3 earnings, which surpassed analyst expectations, and positive Q4 guidance.
Stevens Capital Management LP Has $1.10 Million Stock Position in Wells Fargo & Company $WFC
Stevens Capital Management LP significantly reduced its stake in Wells Fargo & Company by 79.1% in the third quarter, now holding 13,079 shares valued at $1.10 million. This comes as Wells Fargo EVP Kleber Santos also sold a substantial portion of his shares, reducing his position by nearly 24%. Despite the insider selling, Wells Fargo reported strong Q4 EPS of $1.76, beating estimates, and declared a quarterly dividend of $0.45.
Smead Capital Management Inc. Has $115.62 Million Holdings in Western Alliance Bancorporation $WAL
Smead Capital Management Inc. has reduced its stake in Western Alliance Bancorporation (NYSE:WAL) by 7.1% in the third quarter, now owning 1,333,236 shares valued at $115.62 million. Western Alliance Bancorporation reported strong Q3 earnings, surpassing analyst estimates with $2.59 EPS and $980.9 million in revenue, and announced a quarterly dividend of $0.42 per share. The company currently holds a "Moderate Buy" consensus rating from analysts with an average price target of $103.73.
TD Cowen raises Digital Realty Trust (DLR) target on strong Q4 performance
TD Cowen has increased its price target for Digital Realty Trust (DLR) following a strong performance in the fourth quarter. The data center REIT demonstrated solid operational results, leading the analyst firm to adjust its outlook positively. This revision reflects confidence in DLR's financial health and future growth prospects.
Towle & Co. Purchases New Position in United Natural Foods, Inc. $UNFI
Towle & Co. has acquired a new position in United Natural Foods, Inc. (NYSE:UNFI), purchasing 364,818 shares valued at approximately $13.72 million, making it their fourth-largest holding. The company's stock currently has a "Hold" consensus rating with a target price of $38.78 from Wall Street analysts, despite beating EPS estimates but slightly missing revenue in its latest quarter. Insider selling has recently occurred, while institutional ownership stands at about 87.6%.
RBC Raises Prologis (PLD) Target as Industrial Real Estate Outlook Improves
RBC Capital analyst Michael Carroll raised his price target for Prologis (PLD) to $135 from $132, reiterating a "Sector Perform" rating after the company's Q4 FFO beat expectations. The upgrade reflects an improved outlook for industrial real estate and Prologis's growing confidence in expanding its private capital business, notably with potential new co-investment funds for data centers. Prologis plans significant development in 2026, with data centers comprising 40% of new projects, a substantial increase from previous years.
