Ratings changes for Broadcom, Quantum-Si, Moderna, Amkor Technology, XP, MercadoLibre, Cadence Design Systems and more...

October 27th, 2026

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Today's Top Stories

GXO Logistics Is Turning Warehouse Robots Into a Growth Strategy

GXO Logistics Is Turning Warehouse Robots Into a Growth Strategy

By Jeffrey Neal Johnson

Verizon’s Q3 Results Show Why SpaceX’s Spectrum Grab Isn’t a Major Threat

Verizon’s Q3 Results Show Why SpaceX’s Spectrum Grab Isn’t a Major Threat

By Thomas Hughes

Anthropic's IPO Filing Reveals a Massive Opportunity for AI Infrastructure Giants

Anthropic's IPO Filing Reveals a Massive Opportunity for AI Infrastructure Giants

By Jeffrey Neal Johnson

Everyone asked me for this

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Finally… options made simple

Ian Cooper once believed successful options trading meant endless chart-watching, complex strategies, and big risks. That belief nearly cost him everything. Now he's sharing the simple, repeatable setup that changed how he approaches trades, no complicated indicators or market-timing required. His free report breaks down the #1 mistake rookie options traders make and a straightforward trade blueprint anyone can follow…

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Analysts' Upgrades

All Upgrades
AVGO Broadcom
DA Davidson
Neutral → Buy
PT $350.00 → $400.00
17.3% upside
BMI Badger Meter
Argus
Hold → Buy
PT $170.00
13.7% upside
FERG Ferguson
Citigroup
Neutral → Buy
PT $288.00
26.5% upside
KNF Knife River
Wolfe Research
Peer Perform → Outperform
MELI MercadoLibre
Citigroup
Neutral → Buy
PT $2,050.00
20.1% upside

Management just bought 2.8 million shares

Sponsored · Partner Content

BlackRock, Vanguard... and a 2.8 million-share buyback

Management just backed a $100 million buyback, repurchasing 2.8 million shares at an average price of $35.26 in one quarter. Institutions own about 83% of shares, including BlackRock's 32 million shares worth $716 million and Vanguard's 48 million shares worth nearly $1.1 billion. A new multi-year deal with Palantir adds an AI-driven edge to this energy producer's operations…

Watch the briefing on this buyback and AI opportunity nowtc pixel

Analysts' Downgrades

All Downgrades
ABT Abbott Laboratories
Argus
Buy → Hold
BMI Badger Meter
Northcoast Research
Buy → Neutral
BOH Bank of Hawaii
Keefe, Bruyette & Woods
Outperform → Market Perform
PT $85.00 → $78.00
11.3% upside
MRNA Moderna
William Blair
Outperform → Market Perform
OSPN Onespan
Rosenblatt Securities
Buy → Neutral
PT $18.00
10.3% downside
PAGS PagSeguro Digital
Citigroup
Buy → Neutral
PT $8.00
5.9% downside
UWMC UWM
Compass Point
Buy → Neutral
PT $1.50
6.0% upside
VRNS Varonis Systems
Stephens
Overweight → Equal Weight
XP XP
Citigroup
Buy → Neutral
PT $15.00
7.7% downside

One AI Fund Holding Every Big Name Pays Weekly

Sponsored · Partner Content

Stop picking AI winners. Start collecting every Thursday

One fund holds Nvidia, CrowdStrike, Palantir and other major AI names, and pays a 34% annualized distribution rate. Instead of guessing which AI stock wins, this fund delivers income every single Thursday, up to $1,051 a month. Chief Income Strategist Tim Plaehn breaks down what's inside the fund and how the weekly payouts work.

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Analysts' New Coverage

All Initiations
COP ConocoPhillips
Piper Sandler
Neutral
PT $157.00
4.3% upside
DNTH Dianthus Therapeutics
Roth Capital
Buy
PT $113.00
41.6% upside
DRIO DarioHealth
BTIG Research
Buy
PT $6.00
79.9% upside
DY Dycom Industries
Oppenheimer
Market Perform
EVRG Evergy
Truist Financial
Buy
PT $97.00
14.7% upside
FITB Fifth Third Bancorp
Wolfe Research
Outperform
HBAN Huntington Bancshares
Wolfe Research
Outperform → Peer Perform
INVX Innovex International
JPMorgan Chase & Co.
Neutral
PT $33.00
7.3% upside
LFTO Liftoff Mobile
Wedbush
Outperform
PT $25.00
47.4% upside
MTB M&T Bank
Wolfe Research
Peer Perform → Underperform
PT $198.00
9.7% downside
NWN Northwest Natural Gas
Truist Financial
Hold
PT $54.00
8.6% upside
OXY Occidental Petroleum
Piper Sandler
Neutral
PT $94.00
47.3% upside
PNC The PNC Financial Services Group
Wolfe Research
Peer Perform
PPL PPL
Truist Financial
Buy
PT $41.00
17.5% upside
PYPD PolyPid
Oppenheimer
Outperform
PT $10.00
84.2% upside
TFC Truist Financial
Wolfe Research
Peer Perform
TRNS Transcat
CJS Securities
Outperform
PT $115.00
34.4% upside
USB U.S. Bancorp
Wolfe Research
Peer Perform
WATT Energous
HC Wainwright
Buy
PT $15.00
62.3% upside

INSANE DRONE FOOTAGE

Sponsored · Partner Content

ELON GOES “ALL-IN”

New drone footage shows a mysterious factory rising at one of Elon Musk's most secure facilities, cleared and built in a matter of weeks. James Altucher says the site could go live as soon as January 27 and has put together a free presentation explaining what is happening inside and why the timing matters.

Watch the free presentation before the January 27 deadline.tc pixel
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