# BMO Capital Markets

Type: Company

Source: GetYourBrief — https://getyourbrief.com/entity/bmo-capital-markets
Canonical HTML page: https://getyourbrief.com/entity/bmo-capital-markets

## Timeline

- **2026-08-14**: Earnings release — Replimune Group reported ($0.72) EPS, missing the ($0.69) Zacks consensus by $0.03. Stock opened at $14.97, down $0.22.
- **2026-08-10**: Insider sales — CEO Sushil Patel sold 39,341 shares at $12.97 and insider Konstantinos Xynos sold 11,447 shares at $12.97, both to cover tax withholding obligations.
- **2026-08-07**: Wedbush upgrade — Wedbush upgraded Replimune Group from neutral to outperform and set a $12.00 price target.
- **2026-08-04**: Leerink upgrade — Leerink Partners upgraded Replimune Group from market perform to outperform and raised its price target from $11.00 to $17.00.
- **2026-07-10**: GrafTech shares trade 2.6% higher — Shares rose to $5.9110 on below-average volume of 206,136 shares, after a prior close of $5.76.
- **2026-06-30**: BMO upgrade — BMO Capital Markets raised Replimune Group from underperform to outperform with a $16.00 price target.
- **2026-06-29**: Offering Closing — The IPO closes, subject to customary conditions, with net proceeds delivered to the company.
- **2026-06-29**: Weiss Ratings lowers to sell (e+) — Weiss Ratings lowered GrafTech from sell (d-) to sell (e+).
- **2026-06-26**: IPO Pricing and Trading Start — Sinda Ltd. announces pricing of 17.75M shares at $12.00 each and shares begin trading on NYSE under ticker “SIND.”
- **2026-06-22**: Statistics Canada releases May CPI data — Headline inflation confirmed at 3.2%, up from 2.8% in April; highest reading since December 2023
- **2026-06**: Gas prices retreat as peace talks progress — BMO's Doug Porter reports June tracking for ~10% decline in gas prices amid US-Iran peace negotiations, signaling the inflation spike is already receding
- **2026-05-23**: Wall Street Zen upgrade — Wall Street Zen upgraded Replimune Group from strong sell to sell.
- **2026-05-09**: Wall Street Zen upgrades to sell — Wall Street Zen upgraded GrafTech from a strong sell rating to a sell rating.
- **2026-05-05**: RBC reiterates sector perform — Royal Bank of Canada reiterated a sector perform rating and set a $10.00 price objective.
- **2026-05-04**: BMO raises price target to $8.00 — BMO Capital Markets raised its target price from $6.00 to $8.00 and assigned a market perform rating.

## Recent coverage (14 stories, network-wide)

### Replimune Misses EPS by $0.03; CEO Sells $510K Shares
2026-08-16 16:18:25 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Replimune missed consensus EPS by $0.03 but held near its 52-week high at $14.97. Insider sales totaling over $650,000 were tax-related, while analyst targets now range up to $17, creating a gap between the $11.86 average target and the stock price.
Full story: https://getfinancebrief.com/story/replimune-earnings-miss-stock-insiders

### Replimune's $1.26B Market Cap Faces EPS Miss as Analysts Boost Targets
2026-08-16 16:18:14 · Sector: bio · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Replimune reported ($0.72) EPS, missing by $0.03, but for biotech investors the quarter is a side note to pipeline catalysts and analyst upgrades. Insider sales were tax-related, and recent price targets of $16 to $17 suggest confidence in the oncolytic immunotherapy platform.
Full story: https://getbiobrief.com/story/replimune-earnings-miss-biotech-pipeline

### Graphite Electrode Maker EAF Jumps 2.6% to $5.91 Amid Supply Chain Headwinds
2026-08-12 17:11:16 · Sector: supply · Sentiment: Neutral · Impact: 5/10 · Sources: 2

GrafTech's 2.6% daily rise obscures deeper weakness: analyst downgrades, an EPS miss of $0.80, and a market cap of just $154M. For supply chain professionals, the move is a reminder to watch graphite electrode pricing and supplier financial health.
Full story: https://getsupplybrief.com/story/graftech-eaf-supply-chain-2-6-percent-rise-july-2026

### LOPE Stock Slides 5.8% as Q3 EPS Misses Forecast, But Full-Year View Raised
2026-08-11 19:25:04 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Grand Canyon Education shares fell to $150.13 after Q3 EPS guidance of $1.74-$1.78 missed the $1.83 consensus. The company lifted its FY 2026 EPS outlook above expectations, creating a mixed investment signal. Analysts remain moderately bullish with a $171.67 consensus target.
Full story: https://getfinancebrief.com/story/lope-q3-2026-earnings-miss-fy-beat

### Grand Canyon Ed's Q3 EPS Miss at $1.74-$1.78 Signals Online Enrollment Headwinds
2026-08-11 19:24:53 · Sector: edtech · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Grand Canyon Education’s Q3 EPS guided below consensus, pointing to possible softening in online student demand. While full-year EPS was raised, the near-term miss underscores the challenges edtech providers face in a maturing market. The stock dropped 5.8% on the news.
Full story: https://getedtechbrief.com/story/grand-canyon-education-q3-2026-enrollment-headwinds

### ServiceTitan’s $100 Target Signals 50% Upside for PropTech Trades Software
2026-08-01 22:19:19 · Sector: proptech · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Needham & Company’s reasserted Buy rating on ServiceTitan, with a $100 price target, underscores the growing confidence in cloud-based platforms that digitize home and commercial service trades. For PropTech investors, the move highlights how essential service management software is becoming within the real estate ecosystem.
Full story: https://getproptechbrief.com/story/servicetitan-needham-buy-rating-proptech-upside

### Morgan Stanley Cuts BlackRock Target to $1,383, Still Sees 34% Upside
2026-07-15 21:49:56 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Morgan Stanley lowered its BlackRock (BLK) price target to $1,383 while maintaining Overweight, implying a 34% gain. The consensus remains Moderate Buy with an average target of $1,270.72. Diverging analyst revisions signal both caution and opportunity for the asset management giant.
Full story: https://getfinancebrief.com/story/blackrock-price-target-cut-morgan-stanley-1383-upside

### Sinda's $213M IPO at $12/Share: A New Startup Exit Milestone
2026-06-26 04:39:22 · Sector: startups · Sentiment: Positive · Impact: 6/10 · Sources: 3

Sinda Ltd., backed by top-tier underwriters, priced its NYSE IPO at $12.00 per share, raising $213 million. The offering signals a healthy exit environment for venture-backed startups, offering liquidity to early investors and setting a potential benchmark for the 2026 IPO class.
Full story: https://getstartupbrief.com/story/sinda-ipo-startup-exit

### 33.2% gas price spike from Strait of Hormuz exposes fossil fuel dependency risks
2026-06-24 23:32:53 · Sector: climate · Sentiment: Negative · Impact: 6/10 · Sources: 2

The Iran-driven Strait of Hormuz closure sent Canadian gas prices soaring 33.2% in May, exposing once again how geopolitical events in oil-producing regions can destabilize economies reliant on fossil fuels. As inflation hits 3.2% and energy costs ripple through transportation, the episode strengthens the economic case for accelerated energy transition investments. June's price retreat offers only temporary relief — the systemic vulnerability remains.
Full story: https://getclimatebrief.com/story/fossil-fuel-dependency-strait-of-hormuz-inflation-climate-energy-2026

### Strait of Hormuz closure drives 33.2% gas price surge, rippling through supply chains
2026-06-24 23:31:44 · Sector: supply · Sentiment: Negative · Impact: 6/10 · Sources: 2

The Iran conflict's closure of the Strait of Hormuz — a chokepoint handling 20% of global oil — sent Canadian gasoline prices up 33.2% YoY in May. With jet fuel costs also climbing, air freight and logistics operators face rising input costs that will squeeze margins through the summer. Early June data already shows a 10% price retreat as peace talks progress, but the episode exposes the fragility of energy-dependent supply chains.
Full story: https://getsupplybrief.com/story/strait-of-hormuz-oil-supply-disruption-canada-inflation-2026

### MDA Space Debuts on NYSE, Raising $300M to Fuel Global Expansion
2026-03-12 17:36:19 · Sector: startups · Sentiment: Positive · Impact: 6/10 · Sources: 2

Canadian space technology leader MDA Space has officially listed on the New York Stock Exchange, raising $300 million at a price of $30.50 per share. The move provides the robotics and satellite pioneer with deep-market liquidity to scale its commercial infrastructure and deep-space exploration projects.
Full story: https://getstartupbrief.com/story/mda-space-nyse-ipo-analysis

### MDA Space Debuts on NYSE, Securing $300M to Fuel Global Expansion
2026-03-12 17:35:39 · Sector: finance · Sentiment: Positive · Impact: 6/10 · Sources: 2

Canadian aerospace pioneer MDA Space has officially listed on the New York Stock Exchange, raising $300 million at a price of $30.50 per share. The move marks a strategic shift to capture deeper U.S. capital markets as the company scales its satellite and lunar robotics programs.
Full story: https://getfinancebrief.com/story/mda-space-nyse-ipo-analysis

### BMO Capital Markets Trims CrowdStrike Target to $500 Amid Valuation Shift
2026-03-06 01:13:34 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

BMO Capital Markets has adjusted its price target for CrowdStrike from $555 to $500 while maintaining an Outperform rating. The revision reflects a broader trend of valuation normalization within the high-growth cybersecurity sector despite strong platform fundamentals.
Full story: https://getfinancebrief.com/story/bmo-crowdstrike-price-target-cut-analysis

### CrowdStrike Valuation Adjusted as Analysts Recalibrate Post-Q4 Earnings
2026-03-06 01:12:01 · Sector: cyber · Sentiment: Neutral · Impact: 5/10 · Sources: 2

BMO Capital Markets and other major financial institutions have lowered their price targets for CrowdStrike (CRWD) following its Q4 2026 earnings report. Despite the target reduction to $500, analysts maintain an 'Outperform' rating, signaling long-term confidence in the company's platform strategy.
Full story: https://getcyberbrief.com/story/crowdstrike-valuation-adjustment-bmo-target-cut

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