# BTIG Research

Type: Company

Source: GetYourBrief — https://getyourbrief.com/entity/btig-research
Canonical HTML page: https://getyourbrief.com/entity/btig-research

## Timeline

- **2026-08-22**: Wall Street Zen issues opposing ratings — Downgraded T1 Energy from Sell to Strong Sell and upgraded SM Energy from Buy to Strong Buy.
- **2026-08-16**: Wall Street Zen upgrades both stocks — Wall Street Zen raised AMPY from strong sell to hold and BRSP from sell to hold.
- **2026-08-14**: Friday trading close — AMPY opened at $4.78 and BRSP opened at $5.00.
- **2026-08-12**: T1 Energy earnings and BTIG target move — T1 Energy reported a -$0.09 EPS loss; BTIG raised its T1 target from $8.00 to $9.00 with a Buy rating.
- **2026-08-11**: Benchmark and Weiss update AMPY — Benchmark cut the AMPY target to $9.00 from $11.00 with a buy rating; Weiss raised AMPY from sell(d) to sell(d+).
- **2026-08-10**: Truist raises SM Energy target — Increased price target from $37.00 to $43.00 and maintained a Buy rating.
- **2026-08-08**: Wall Street Zen downgrades to Hold — Wall Street Zen cut both Klaviyo and Oceaneering International from Buy to Hold in Saturday research notes.
- **2026-08-07**: Citigroup lifts KVYO target — Citigroup raised its Klaviyo price target from $34.00 to $36.00 with a Buy rating.
- **2026-08-06**: KVYO analyst revisions — Stephens, BTIG, Stifel, and Truist adjusted price targets on Klaviyo following earnings.
- **2026-08-05**: Klaviyo Q2 earnings — Klaviyo reported EPS of $0.19, meeting consensus, and revenue of $370.58 million.
- **2026-08-05**: SM Energy quarterly results — SM Energy reported $2.19 earnings per share for the quarter.
- **2026-08-03**: Timothy Moran sells 2,380 shares — Average price of $23.76 for $56,548.80; stake falls 3.46% to 66,345 shares. Sale to cover tax withholding obligations.
- **2026-08-03**: KMTS stock rises — Shares trade up $1.16 to $23.99 with 373,728 shares of volume versus a 404,856 average.
- **2026-07-31**: Alfred Ford Jr. sells 8,681 shares — Average price of $22.61 for $196,277.41; stake falls 6.81% to 118,854 shares. Sale to cover tax withholding obligations.
- **2026-07-30**: OII insider sale — SVP Christopher J. Dyer sold 1,200 OII shares at an average price of $47.65 for $57,180.

## Recent coverage (13 stories, network-wide)

### T1 Energy Cut to Strong Sell at $4.45; SM Energy Upgraded to Strong Buy
2026-08-24 03:19:53 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Wall Street Zen issued divergent ratings on two energy names, cutting T1 Energy to Strong Sell while lifting SM Energy to Strong Buy. T1 trades at $4.45 with negative P/E and 3.5 D/E, while SM offers a 7.35 P/E and 0.85 D/E. The split highlights a rotation from leveraged loss-makers to cash-flow-positive mid-cap energy.
Full story: https://getfinancebrief.com/story/t1-energy-strong-sell-sm-energy-strong-buy-wall-street-zen-2026-08

### AMPY Upgraded to Hold: $4.78 Stock, $9 Target, 10.6 P/E
2026-08-18 04:52:49 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Wall Street Zen lifted Amplify Energy to Hold from Strong Sell on August 16, with shares at $4.78 and a $9 consensus target. Thin coverage and insider buying make the upgrade a key sentiment shift for a $198 million small-cap energy name.
Full story: https://getfinancebrief.com/story/ampy-wall-street-zen-hold-upgrade-finance

### SaaS Valuation Stress: Klaviyo's 896x P/E Draws Wall Street Zen Hold
2026-08-13 01:19:31 · Sector: saas · Sentiment: Neutral · Impact: 5/10 · Sources: 2

SaaS and cloud operators are watching Klaviyo as a high-multiple vertical SaaS proxy. Wall Street Zen's Buy-to-Hold cut, after Q2 revenue of $370.58 million and EPS in line, shows how quickly a premium valuation can compress when growth doesn't exceed expectations.
Full story: https://getsaasbrief.com/story/saas-klaviyo-wall-street-zen-hold-896-pe

### Klaviyo Hit with Hold at $17.91: 896 P/E Meets $370.6M Q2
2026-08-13 01:19:20 · Sector: marketing · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Marketing and AdTech teams relying on Klaviyo face new investor scrutiny after Wall Street Zen cut the stock to Hold despite Q2 revenue of $370.58 million and in-line EPS of $0.19. The downgrade lands as analyst targets diverge while the company trades at a 895.95 P/E, raising questions about martech spending sustainability.
Full story: https://getmarketingbrief.com/story/klaviyo-wall-street-zen-downgrade-896-pe

### Wall Street Zen Cuts OII and KVYO to Hold: $5B Caps, 14.6 vs 896 P/E
2026-08-13 01:19:06 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Wall Street Zen downgraded both Oceaneering International and Klaviyo from Buy to Hold, spotlighting two $5 billion market-cap companies with vastly different P/E ratios—14.59 for OII and 895.95 for KVYO. The ratings actions come as consensus targets diverge from current prices.
Full story: https://getfinancebrief.com/story/finance-wall-street-zen-downgrade-oii-kvyo

### Kestra Insiders Sell 11,061 Shares as $1.41B Medtech Posts -138% Margin
2026-08-12 20:59:49 · Sector: health · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Two Kestra Medical Technologies insiders disclosed routine tax-withholding sales totaling 11,061 shares after a July earnings report that missed consensus. The transactions highlight equity-vesting mechanics, but the company's negative margins and projected losses are a more consequential signal for healthcare partners assessing vendor sustainability.
Full story: https://gethealthbrief.com/story/kestra-medical-insider-sales-health

### Magnite CEO Dumps $2.96M in Stock: AdTech’s $2.61B SSP Signal
2026-08-07 04:23:27 · Sector: marketing · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Magnite CEO Michael Barrett sold $2.96 million worth of shares, reducing his stake by 30.7% even as the company posted strong Q1 earnings and analyst upgrades. For adtech and marketing pros, this insider move raises questions about the open web programmatic outlook.
Full story: https://getmarketingbrief.com/story/magnite-ceo-sells-2-96m-adtech-ssp-signal

### Novavax Cut to Sell by Wall Street Zen as Stock Trades at $7.41
2026-08-04 12:11:39 · Sector: health · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Wall Street Zen downgraded vaccine maker Novavax to sell, raising alarms in the healthcare sector. The stock traded at $7.41, far below its $13 consensus target, with a negative P/E of -12.78.
Full story: https://gethealthbrief.com/story/novavax-sell-downgrade-wall-street-zen-health

### Wall Street Zen Slaps Sell Ratings on CME, Novavax, and SNDL – 3 Stocks to Watch
2026-08-04 12:11:28 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

In a single day, Wall Street Zen downgraded CME Group to strong sell, and Novavax and SNDL to sell, sending bearish signals across exchanges, biotech, and cannabis. Markets digest the calls amid wide analyst disagreement.
Full story: https://getfinancebrief.com/story/wall-street-zen-downgrades-cme-nvax-sndl-finance

### Biotech Sell-Off: Novavax Downgraded to Sell Despite Revenue Beat
2026-08-04 12:11:16 · Sector: bio · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Novavax was slapped with a sell rating by Wall Street Zen, even after beating Q1 revenue estimates by 49%. The downgrade highlights biotech skepticism toward small-cap vaccine players in a shifting market.
Full story: https://getbiobrief.com/story/novavax-sell-downgrade-biotech-pharma

### AVAV FY2027 EPS Guidance of $3.18 Midpoint Misses $3.95 Consensus — 19% Gap
2026-07-01 00:13:19 · Sector: space · Sentiment: Neutral · Impact: 5/10 · Sources: 2

AeroVironment’s lower FY2027 outlook pours cold water on defense drone growth expectations despite a strong quarter. The EPS midpoint of $3.18 vs. $3.95 consensus raises questions about the pace of U.S. and allied UAV procurement and signals a potential reset in the tactical drone market’s investment thesis.
Full story: https://getspacebrief.com/story/aerovironment-fy2027-guidance-miss-space-defense

### BTIG Sees 108% Upside in McGraw Hill Despite EdTech Reset
2026-06-28 07:38:04 · Sector: edtech · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Wall Street analyst BTIG reaffirmed a buy rating and $19 target for McGraw Hill (MH), projecting a 107.63% gain from its depressed $9.15 share price. The call highlights deep value in the educational publisher as the entire edtech sector undergoes a post-pandemic correction. With a consensus 'Moderate Buy' and $18.72 target, the stock's extreme undervaluation could reward contrarian edtech investors.
Full story: https://getedtechbrief.com/story/mcgraw-hill-btig-108-percent-upside-edtech

### Guidewire Software Surges as Q4 Sales Beat Estimates, Defying Sector Headwinds
2026-03-05 23:29:56 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Guidewire Software reported Q4 CY2025 sales that topped analyst estimates, providing a strong rebuttal to recent analyst downgrades and insider selling concerns. The results highlight the accelerating adoption of Guidewire Cloud, bolstered by major international deals like the Sompo Group expansion.
Full story: https://getfinancebrief.com/story/guidewire-software-q4-2025-earnings-analysis

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