10 Stocks Powering Into 2026 With Explosive Gains
Ten stocks kicked off the first trading day of the year soaring by double digits, tracking the rally in AI stocks and beneficiary industries, namely energy and high-performance...
Insider Monkey Blog
Cloud Spending and AI Workloads Push Western Digital (WDC) Higher
According to a report by CNBC, Morgan Stanley analyst Erik Woodring sees several near-term catalysts lining up for Western Digital Corporation (NASDAQ:WDC).
Micron’s (MU) 2026 Outlook Strengthens as Memory Pricing Improves
Micron Technology, Inc. (NASDAQ:MU) operates in a corner of the tech market that rarely gets the spotlight.
Raymond James Boosts Newmont (NEM) Target, Keeps Outperform Rating
On December 29, Raymond James raised its price target on Newmont Corporation (NYSE:NEM) to $111 from $99 and kept an Outperform rating.
Electrical and Data Center Demand Power Comfort Systems’ (FIX) Standout Quarter
Comfort Systems USA, Inc. (NYSE:FIX)'s third quarter stood out in a way that is hard to miss. Same-store revenue rose 33%. Margins moved higher.
Tapestry (TPR) Emerges as a Leading Idea in Telsey’s 2026 Outlook
On December 17, Telsey Advisory raised its price target on Tapestry, Inc. (NYSE:TPR) to $150 from $125 and kept an Outperform rating.
Strong AI Tailwinds Lift KLAC Despite Ongoing China Export Risks
KLA Corporation (NASDAQ:KLAC) is up nearly 97% since the start of 2025. Analyst sentiment has followed that move.
Morgan Stanley Keeps Neutral Stance on Corning (GLW) Despite Optical Upside
Marshall said the AI trade broadened beyond semiconductor names in 2025, lifting infrastructure companies, especially those tied to optical technology.
Jefferies Backs Howmet (HWM) Acquisition, Sees EPS Lift into 2026
On December 22, Jefferies analyst Sheila Kahyaoglu said Howmet Aerospace Inc.
Wells Fargo Keeps Neutral Stance on Dollar General (DG) Amid Diverging Retail Trends
On December 19, Wells Fargo raised its price target on Dollar General Corporation (NYSE:DG) to $125 from $115 and kept an Equal Weight rating.
JPMorgan Names CVS a Top Pick as Turnaround Gains Traction
The stock dropped 43% in 2024, then swung the other way with an 80.5% gain this year. Even after that run, Wall Street still sees room to move.
Data Center Growth Lifts NRG’s Texas Outlook and 2026 Profit Targets
NRG Energy, Inc. (NYSE:NRG) is well-positioned to capture rising electricity demand in Texas.
RBC Sees Improving Lithium Fundamentals Lifting Albemarle (ALB) Outlook
On December 18, RBC Capital raised its price target on Albemarle Corporation (NYSE:ALB) to $159 from $120 and kept an Outperform rating.
JPMorgan Backs Citigroup (C) as Russia Sale Lifts Capital Ratio
On December 30, JPMorgan kept an Overweight rating on Citigroup Inc. (NYSE:C) after the bank said it plans to sell its remaining operations in Russia.
BofA Stays Bullish on Jabil (JBL) as FY26 Outlook Exceeds Expectations
On December 18, BofA raised its price target on Jabil Inc. (NYSE:JBL) to $265 from $262 and kept a Buy rating on the stock.
Caterpillar (CAT) Finds a New Growth Engine in Data Center Power Demand
Power-hungry AI projects have turned into a clear tailwind for Caterpillar Inc. (NYSE:CAT).
B. Riley Raises Target on Applied Materials (AMAT) on HBM and DRAM Capex Upside
On December 18, B. Riley raised its price target on Applied Materials, Inc. (NASDAQ:AMAT) to $305 from $270 and kept a Buy rating on the stock.
Mizuho Sees Improving Margins Supporting HCA Healthcare into 2026
Mizuho lifted its price target on HCA Healthcare, Inc.
JPMorgan Sees Clearer Growth Path for RTX Heading into 2026
On December 19, JPMorgan analyst Seth Seifman raised the firm’s price target on RTX Corporation (NYSE:RTX) to $200 from $195 and kept an Overweight rating on the shares as part...
Cardinal Health (CAH) Repositions for Growth with Specialty and Services
Cardinal Health, Inc. (NYSE:CAH)’s market-beating performance reflects a business that has changed direction and executed well.
C.H. Robinson (CHRW) Gets Target Lift as Stifel Backs High-Quality Transport Names
On December 16, Stifel analyst J. Bruce Chan raised the firm’s price target on C.H. Robinson Worldwide, Inc.
Truist Sees Long-Term Upside for Home Depot (HD) Amid Tight Housing Supply
On December 17, Truist raised its price target on The Home Depot, Inc. (NYSE:HD) to $390 from $375 and kept a Buy rating.
Consumption Growth Uncertainty Shapes BofA’s Updated View on P&G
On December 19, BofA lowered its price target on The Procter & Gamble Company (NYSE:PG) to $170 from $175 and kept a Buy rating on the shares.
Barclays Sees Renewed Investor Interest in Honeywell (HON) into Spring 2026
On December 24, Barclays analyst Julian Mitchell lowered the firm’s price target on Honeywell International Inc.
PepsiCo (PEP) Gets Price Target Bump, but BofA Remains Cautious on Staples
On December 19, BofA analyst Peter Galbo raised the firm’s price target on PepsiCo, Inc. (NASDAQ:PEP) to $164 from $155 and kept a Neutral rating on the shares.
Keefe Bruyette Refreshes Fifth Third (FITB) Outlook Following Recent Meetings
On December 17, Keefe Bruyette raised its price target on Fifth Third Bancorp (NASDAQ:FITB) to $53 from $50 and kept a Market Perform rating on the shares.
Piper Sandler Maintains Neutral View on Sysco (SYY) Despite Demand Pressures
On December 12, Piper Sandler lowered its price target on Sysco Corporation (NYSE:SYY) to $80 from $81 and kept a Neutral rating on the shares.
Utilities Enter ‘Execution and Defense’ Phase as Barclays Lowers AWK Target
On December 17, Barclays analyst Nicholas Campanella lowered the firm’s price target on American Water Works Company, Inc.
RBC Sees Durable Growth Profile at Becton Dickinson (BDX), Raises Target
On December 17, RBC Capital raised its price target on Becton, Dickinson and Company (NYSE:BDX) to $210 from $202 and kept a Sector Perform rating on the shares.
Stanley Black & Decker (SWK) Target Lifted as Baird Revises Model Post-Divestiture
On December 23, Baird analyst Timothy Wojs raised the firm’s price target on Stanley Black & Decker, Inc. (NYSE:SWK) to $85 from $75 and kept a Neutral rating on the shares.
Regulatory Delays and Weakening Margins Weigh on Morgan Stanley’s ADM Outlook
On December 16, Morgan Stanley analyst Steven Haynes downgraded Archer-Daniels-Midland Company (NYSE:ADM) to Underweight from Equal Weight and cut the price target to $50 from...
Natural Gas Demand Shift Supports JPMorgan’s Higher Target for National Fuel Gas (NFG)
On December 8, JPMorgan analyst Zach Parham raised the firm’s price target on National Fuel Gas Company (NYSE:NFG) to $96 from $95 and kept a Neutral rating on the shares.
Morgan Stanley Lifts Realty Income (O) Price Target on Revised AFFO Outlook
On December 24, Morgan Stanley raised its price target on Realty Income Corporation (NYSE:O) to $65 from $62 and kept an Equal Weight rating on the shares.
Goldman Sees Growth Catalyst for Altria Group, Inc. (MO) After FDA Approval of on! PLUS
TheFly reported on December 22 that Goldman Sachs analyst Bonnie Herzog highlighted a key positive catalyst for MO following regulatory progress in its modern oral nicotine portfolio...
Kite Realty Group Trust (KRG)’s Board Approves Special Dividend for January 2026
TheFly reported that on December 29, KRG announced that its Board of Trustees declared a special cash dividend of $0.145 per share of common stock.
SLB N.V. (SLB) Wins Landmark Aramco Contract for Saudi Unconventional Gas Development
TheFly reported on December 18 that Piper Sandler analyst Derek Podhaizer maintained an Overweight rating on SLB and raised the price target to $45 from $42.
Cisco Systems, Inc. (CSCO) Draws Mixed Trading Sentiment as Options Activity Remains Balanced
TheFly reported on December 22 that shares of CSCO declined 26 cents to $78.16, reflecting mixed sentiment in the options market.
Reinsurance Group of America, Incorporated (RGA) Sees Upward Target Revisions From Analysts
TheFly reported on December 23 that Piper Sandler analyst John Barnidge maintained an Overweight rating on RGA and raised the price target to $230 from $220.
Assurant, Inc. (AIZ) Shares Get Analyst Boost After Dividend Hike
The price target update follows Assurant, Inc.
Radian Group Inc. (RDN) Shares Get Price Target Lift Following Strategic Expansion Move
TheFly reported on December 18 that Keefe, Bruyette & Woods (KBW) analyst Bose George raised the price target on RDN to $41 from $40 while maintaining a Market Perform rating ...
Analog Devices, Inc. (ADI) Balances Analyst Optimism With Insider Share Sale
TheFly reported on December 19 that Truist Securities analyst William Stein maintained a Hold rating on ADI while raising the price target to $291 from $258.
8 Most Profitable Utility Stocks to Buy Right Now
According to Deloitte's 2026 Power and Utilities Industry Outlook, US electricity demand went up in 2025, mainly due to industrial electrification, AI workloads, and transportation...
TD SYNNEX Corporation (SNX) Earnings in Focus as Analysts Stay Bullish on AI-Driven Demand
TheFly reported on December 17 that Morgan Stanley analyst Erik Woodring maintained an Overweight rating on SNX while lowering the firm’s price target to $177 from $181.
TE Connectivity plc (TEL) Strengthens Long-Term Appeal With AI Expansion and Dividend Boost
TheFly reported on December 19 that Truist Securities analyst William Stein maintained a Hold rating on TEL and raised the price target to $240 from $239.
VinFast Auto Ltd. (VFS) Delivers 23,186 Electric Vehicles in November 2025 In Vietnam
On December 10, 2025, VinFast Auto Ltd. (NASDAQ:VFS) announced that preliminary domestic deliveries of 23,186 electric vehicles were made in Vietnam in November 2025.
Lucid Group, Inc. (LCID)’s SUV Arrives With High Hopes And Significant Risks
CNBC reported on December 20, 2025, that Lucid Group, Inc. (NASDAQ:LCID) is expanding the manufacturing of its Gravity three-row SUV.
BRP Inc. (DOO) Recognizes The ACCC’s Ruling Against Selling Its Telwater Division
On December 18, 2025, theFly reported that BRP Inc.
XPeng Inc. (XPEV) Signs A Distributor For Mauritius And Declares Its Formal Entry In Qatar
According to CnEVPost, on December 26, 2025, Xpeng announced its official debut in Qatar during a brand launch event in Doha, marking a new stage in its Middle East and Africa...
Morgan Stanley Initiates Coverage Of Visteon Corporation (VC)
The Fly reported on December 8, 2025, that Morgan Stanley has taken on coverage of Visteon Corporation (NASDAQ:VC) with a $114 price target and an Equal Weight rating.
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