JPMorgan Maintains a Neutral Rating on MercadoLibre, Inc. (MELI)
TheFly reported on February 4, 2026, that JPMorgan has a positive stance on MercadoLibre, Inc. (NASDAQ:MELI) after Shopee signaled a slowdown in competition.
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Klarna Group plc (KLAR) Launches Rapid Peer-to-Peer Payments in Thirteen European Countries
TheFly announced on January 14, 2026, that Klarna Group plc (NYSE:KLAR) has enabled instant peer-to-peer payments in 13 European nations.
Capital One Financial Corporation (COF) Secures $5.15 Billion Brex Agreement
Capital One Financial Corporation (NYSE:COF) announced on January 22, 2026, that it will buy fintech company Brex for $5.15 billion in cash and stock.
Mastercard Incorporated (MA) Revenue Beats Forecasts as Customers Continue to Spend
As customers continued to use Mastercard Incorporated (NYSE:MA) cards for payments, the company announced fourth-quarter profitability that surpassed analyst projections, based...
Visa Inc. (V) Earnings Outperformed Forecasts, Supported by Higher Spending
According to a January 29, 2026, Bloomberg report, Visa Inc. (NYSE:V) reported fiscal first-quarter earnings that surpassed analyst forecasts.
Carillon Eagle Growth & Income Fund’s Q4 2025 Investor Letter
Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter, “Carillon Eagle Growth & Income Fund”.
Canaccord Cites Leadership in Quantum Annealing Supporting D-Wave Quantum Inc. (QBTS) Upside
TheFly reported on January 29 that Canaccord raised its price target on QBTS to $43 from $41 and maintained a Buy rating.
Analysts Highlight Amdocs Limited (DOX) Resilient Results Amid Macro Pressures
TheFly reported on February 5 that Barclays lowered its price target on DOX to $92 from $111 while maintaining an Overweight rating.
Piper Sandler Focus on Hyperscaler and Vertical Strength for SAP SE (SAP)
TheFly reported on February 2 that Piper Sandler maintained an Overweight rating on SAP with a €220 price target following a transfer of coverage.
Executive Departure Prompts Near-Term Caution on NIQ Global Intelligence plc (NIQ)
The Fly reported on February 3 that Baird analyst Jeffrey Meuler lowered the price target on NIQ to $20 from $24 while maintaining an Outperform rating.
Silicon Motion Technology Corporation (SIMO) Stock in Focus Amid Strong Start to 2026
We recently compiled a list of the 15 Best Strong Buy Tech Stocks to Invest In.
DA Davidson Forecast 15%-20% ARR Growth For Varonis Systems, Inc. (VRNS) with Margin Rebound by 2027
TheFly reported on February 5 that DA Davidson analyst Rudy Kessinger upgraded VRNS from Neutral to Buy and raised the price target to $30 from $25.
Cantor Notes Strengthening Security Sales Post-M&A Activity For Dynatrace, Inc. (DT)
TheFly reported on February 6 that Cantor Fitzgerald lowered its price target on DT to $37 from $51 and maintained a Neutral rating.
Signia Capital Management Picked Green Dot (GDOT), Backed by Various Growth Signals
Signia Capital Management, a boutique money management firm, focuses on Small-Micro-Cap and Small Cap Value investing, released its fourth-quarter 2025 investor letter.
What Makes Atlas Energy Solutions (AESI) an Investment Bet?
Signia Capital Management, a boutique money management firm, focuses on Small-Micro-Cap and Small Cap Value investing, released its fourth-quarter 2025 investor letter.
Stifel Expects TTM Technologies, Inc. (TTMI)’s Profitability to Improve Into FY27
TheFly reported on February 5 that Stifel analyst Ruben Roy raised the price target on TTMI to $108 from $72 and gave it a Buy rating.
H.C. Wainwright Highlights Steady Bitcoin-Per-Share Growth Driving Strategy Inc (MSTR)
TheFly reported on February 6 that H.C. Wainwright raised its price target on MSTR to $540 from $500 and maintained a Buy rating.
MSCI (MSCI) Held Steady Amid Challenges
Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here.
Needham Noted Value-Accretive Acquisition Activity for SS&C Technologies Holdings, Inc. (SSNC)
TheFly reported on February 6 that Needham lowered its price target on SSNC to $95 from $105 and maintained a Buy rating.
Baird Cited Solid Margins and Free Cash Flow for Paylocity Holding Corporation (PCTY)
We recently compiled a list of the 15 Best Strong Buy Tech Stocks to Invest In.
Canaccord Resets 2026 Growth Expectations For Monday.com Ltd. (MNDY) Ahead of Earnings
TheFly reported on February 5 that Canaccord lowered its price target on MNDY to $190 from $230 and maintained a Buy rating.
Baron Durable Advantage Fund Bets on Danaher Corporation (DHR) During Cyclical Challenges
Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here.
Keefe, Bruyette & Woods Highlight Attractive Setup For Core Scientific, Inc. (CORZ) Ahead of Pipeline Updates and New Deals
TheFly reported on January 26 that Keefe, Bruyette & Woods raised its price target on CORZ to $25 from $19 while maintaining an Outperform rating.
Oppenheimer Cites Compressed Software Multiples, Mixed Margin Trajectory For Wix.com Ltd. (WIX)
TheFly reported on February 2 that Oppenheimer analyst Ken Wong lowered the price target for WIX to $130 from $160 on compressed software multiples while maintaining an Outperform...
Analysts Cite Secular Trends For Lam Research Corporation (LRCX)’s Development
TheFly reported on February 3 that Argus Research raised the price target for LRCX to $280 from $175 and maintained a Buy rating.
What Makes Quanta Services (PWR) a Lucrative Investment?
Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here.
Fastly, Inc. (NASDAQ:FSLY) Q4 2025 Earnings Call Transcript
Operator: Good afternoon. My name is Tiffany, and I will be your conference operator today.
Martin Marietta Materials, Inc. (NYSE:MLM) Q4 2025 Earnings Call Transcript
Martin Marietta Materials, Inc. (NYSE:MLM) Q4 2025 Earnings Call Transcript February 11, 2026Martin Marietta Materials, Inc. misses on earnings expectations.
Vertex, Inc. (NASDAQ:VERX) Q4 2025 Earnings Call Transcript
Operator: Good day, and welcome to the Vertex Fourth Quarter 2025 Earnings Conference Call. All participants are in listen-only mode.
Paycom Software, Inc. (NYSE:PAYC) Q4 2025 Earnings Call Transcript
Paycom Software, Inc. (NYSE:PAYC) Q4 2025 Earnings Call Transcript February 11, 2026Paycom Software, Inc. misses on earnings expectations.
Dassault Systèmes SE (OTC:DASTY) Q4 2025 Earnings Call Transcript
Dassault Systèmes SE (OTC:DASTY) Q4 2025 Earnings Call Transcript February 11, 2026Dassault Systèmes SE beats earnings expectations.
GLOBALFOUNDRIES Inc. (NASDAQ:GFS) Q4 2025 Earnings Call Transcript
GLOBALFOUNDRIES Inc. (NASDAQ:GFS) Q4 2025 Earnings Call Transcript February 11, 2026GLOBALFOUNDRIES Inc. beats earnings expectations.
Redwood Trust, Inc. (NYSE:RWT) Q4 2025 Earnings Call Transcript
Redwood Trust, Inc. (NYSE:RWT) Q4 2025 Earnings Call Transcript February 11, 2026Redwood Trust, Inc. misses on earnings expectations.
América Móvil, S.A.B. de C.V. (NYSE:AMX) Q4 2025 Earnings Call Transcript
América Móvil, S.A.B. de C.V. (NYSE:AMX) Q4 2025 Earnings Call Transcript February 11, 2026América Móvil, S.A.B. de C.V. misses on earnings expectations.
Solstice Advanced Materials Inc. (NASDAQ:SOLS) Q4 2025 Earnings Call Transcript
Solstice Advanced Materials Inc. (NASDAQ:SOLS) Q4 2025 Earnings Call Transcript February 11, 2026Solstice Advanced Materials Inc. misses on earnings expectations.
Here’s What to Expect from Utz Brands (UTZ)’s Q4 2025 Earnings
Utz Brands, Inc. (NYSE:UTZ) is one of the Overlooked Small Cap Stocks to Buy Now. Utz Brands, Inc.
GCI Liberty, Inc. (NASDAQ:GLIBK) Q4 2025 Earnings Call Transcript
Operator: This will be recorded February 11, I would now like to turn the call over to Hooper Stevens, Senior Vice President of Investor Relations. Please go ahead.
Standard Motor Products (SMP)’s Board of Directors Approves Quarterly Dividend Increase
Standard Motor Products, Inc. (NYSE:SMP) is one of the Overlooked Small Cap Stocks to Buy Now. On February 2, Standard Motor Products, Inc.
Here’s What to Expect from Getty Realty Corp’s (GTY) Q4 2025 Earnings
Getty Realty Corp. (NYSE:GTY) is one of the Overlooked Small Cap Stocks to Buy Now. Getty Realty Corp.
Criteo S.A. (NASDAQ:CRTO) Q4 2025 Earnings Call Transcript
Operator: Morning, and welcome to Criteo S.A.'s Fourth Quarter and Fiscal Year 2025 Earnings Call. All participants will be in listen-only mode.
DA Davidson Maintains a Buy on Orion Group (ORN)
Orion Group Holdings, Inc. (NYSE:ORN) is one of the Overlooked Small Cap Stocks to Buy Now.
Here’s What the Street Thinks About Addus HomeCare (ADUS)
Addus HomeCare Corporation (NASDAQ:ADUS) is one of the Overlooked Small Cap Stocks to Buy Now.
T-Mobile US, Inc. (NASDAQ:TMUS) Q4 2025 Earnings Call Transcript
T-Mobile US, Inc. (NASDAQ:TMUS) Q4 2025 Earnings Call Transcript February 11, 2026T-Mobile US, Inc. misses on earnings expectations.
Wall Street Has a Positive Opinion on PROCEPT BioRobotics (PRCT), Here’s Why
PROCEPT BioRobotics Corporation (NASDAQ:PRCT) is one of the Overlooked Small Cap Stocks to Buy Now.
Porch Group, Inc. (NASDAQ:PRCH) Q4 2025 Earnings Call Transcript
Porch Group, Inc. (NASDAQ:PRCH) Q4 2025 Earnings Call Transcript February 11, 2026Porch Group, Inc. beats earnings expectations.
Wall Street Bullish on American Superconductor Corporation (AMSC) Since FQ3 2026 Results
American Superconductor Corporation (NASDAQ:AMSC) is one of the Overlooked Small Cap Stocks to Buy Now.
EverQuote, Inc. (EVER) Set to Release Q4 2025 Results, Here’s What You Need to Know
EverQuote, Inc. (NASDAQ:EVER) is one of the Overlooked Small Cap Stocks to Buy Now. EverQuote, Inc.
Citizens JMP Maintains Genius Sports (GENI) With a Buy
Genius Sports Limited (NYSE:GENI) is one of the Overlooked Small Cap Stocks to Buy Now.
Pyxus International, Inc. (OTC:PYYX) Q3 2026 Earnings Call Transcript
Operator: Hello, and welcome to our third quarter fiscal 2026 earnings conference call.
UBS Reiterates a Buy on Wolverine World Wide (WWW)
Wolverine World Wide, Inc. (NYSE:WWW) is one of the Overlooked Small Cap Stocks to Buy Now.
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