# Compass Point

Type: Company

Source: GetYourBrief — https://getyourbrief.com/entity/compass-point
Canonical HTML page: https://getyourbrief.com/entity/compass-point

## Recent coverage (8 stories, network-wide)

### Morgan Stanley Cuts AMH PT to $38, Sees 11% Upside in SFR
2026-08-16 15:04:23 · Sector: proptech · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Single-family rental REIT American Homes 4 Rent has a modestly reduced $38 price target from Morgan Stanley, still above a $36.78 consensus and leaving 11% upside. The maintained Overweight rating reinforces the resilience of the SFR asset class amid housing supply constraints.
Full story: https://getproptechbrief.com/story/morgan-stanley-amh-38-proptech-sfr

### Morgan Stanley Cuts AMH PT to $38; Consensus $36.78, 11% Upside
2026-08-16 15:04:14 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Morgan Stanley trimmed its American Homes 4 Rent target to $38 from $38.50 while keeping an Overweight rating, against a $36.78 consensus and Moderate Buy average. Equity research actions from Jefferies, UBS, RBC, Mizuho, and Compass Point reveal a broadly constructive but price-sensitive stance on the REIT.
Full story: https://getfinancebrief.com/story/morgan-stanley-amh-price-target-38-finance

### HC Wainwright Cuts Circle (CRCL) to $104, Still Sees 64% Upside
2026-08-07 01:20:20 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

HC Wainwright and Needham lowered price targets on Circle Internet Group but maintained Buy ratings as analysts remain split on the stablecoin issuer. The stock trades at $63.48, far below the consensus target of $100.06, highlighting both opportunity and risk.
Full story: https://getfinancebrief.com/story/circle-crcl-price-target-cut-finance

### USDC Issuer Circle (CRCL) Sees Targets Slashed, Yet 100% Upside Possible
2026-08-07 01:20:09 · Sector: crypto · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Two investment banks cut their price targets on Circle Internet Group, the firm behind the USDC stablecoin, citing near-term headwinds—but both maintained Buy ratings with triple-digit upside potential. The stock’s deep pullback from its $189 high reflects broader crypto market caution.
Full story: https://getcryptobrief.com/story/circle-usdc-price-target-crypto

### Hut 8 Call Options Spike 30% to 25.6K as Bitcoin Miner Stock Hits $100
2026-08-05 08:11:43 · Sector: crypto · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Hut 8, a leading Bitcoin miner, saw call options volume explode 30% above average, even as insiders dumped shares and earnings underscored operational leverage. With analyst consensus remaining a Moderate Buy at $121.26 target, the options surge offers a high-stakes crypto-proxy bet for digital asset investors.
Full story: https://getcryptobrief.com/story/hut-8-options-spike-bitcoin-miner

### Nayax Gaps Up 4.7% as Retail Payment Tech Draws $2.47B Valuation
2026-08-03 06:28:41 · Sector: retail · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Nayax shares jumped 4.7% on Monday after a series of analyst upgrades, despite a Q1 earnings miss. With a market cap of $2.47 billion and a rich P/E of 85, the cashless payment provider for unattended retail faces both secular tailwinds and profitability scrutiny. Consensus price target stands at $78.16, offering 15.9% upside.
Full story: https://getretailbrief.com/story/nayax-gap-up-retail-payments-valuation

### TeraWulf (WULF) Surges 7% as Bitcoin Mining Stock Targets Hit $40
2026-08-03 06:28:30 · Sector: crypto · Sentiment: Neutral · Impact: 5/10 · Sources: 2

TeraWulf Inc. surged 7% on Monday to $19.43 after multiple analyst upgrades, even after a massive Q1 EPS miss. With a $9.45 billion market cap and a sky-high debt-to-equity ratio of 33, the Bitcoin miner’s stock is a pure play on crypto momentum, as consensus targets reach $34.60 and one analyst calls for $40.
Full story: https://getcryptobrief.com/story/terawulf-wulf-surge-crypto-mining-stocks

### Compass Point Shifts Stance on Upstart as 2028 Growth Targets Take Center Stage
2026-02-21 07:58:55 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Compass Point has upgraded Upstart Holdings (UPST) from a bearish rating to Neutral, raising its price target to $30. The shift reflects growing analyst confidence in the company's long-term strategic roadmap through 2028, despite ongoing volatility in the AI-lending sector.
Full story: https://getfinancebrief.com/story/upstart-upgrade-compass-point-2028-outlook

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