# Northland Securities Type: Company Source: GetYourBrief — https://getyourbrief.com/entity/northland-securities Canonical HTML page: https://getyourbrief.com/entity/northland-securities ## 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. - **2026-08-12**: 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. - **2026-08-10**: Truist raises SM Energy target — Increased price target from $37.00 to $43.00 and maintained a Buy rating. - **2026-08-05**: SM Energy quarterly results — SM Energy reported $2.19 earnings per share for the quarter. - **2026-07-21**: Two updates on SM Energy — Susquehanna lifted its SM target from $31 to $32 (Neutral); Raymond James lowered its target from $55 to $48 (Outperform). - **2026-07-14**: UBS initiates SM Energy — Started coverage with a Buy rating and a $36.00 target price. - **2026-07-08**: Weiss Ratings reaffirms T1 Energy sell — Reaffirmed a Sell (D-) rating on T1 Energy. - **2026-06-16**: Bernstein assumes T1 Energy coverage — Set a Market Perform rating and a $9.00 price objective. - **2026-06-03**: Northland Securities initiates T1 Energy — Started coverage with an Outperform rating and a $16.00 price objective. - **2026-05-20**: Zacks Research upgrades T1 Energy — Moved T1 Energy from Strong Sell to Hold. - **2026-05-14**: Siebert Williams Shank upgrades SM Energy — Raised SM Energy from Hold to Buy and lifted target price from $30.00 to $41.00. ## Recent coverage (9 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 ### Applied Digital Falls 8.6% to $28.51 as Analyst Targets Split 2026-08-19 00:18:04 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2 Applied Digital shares slid 8.6% to $28.51 despite a Moderate Buy consensus and an average target of $68.15. The decline highlights a growing divide between sell-side optimism and trader concerns about negative earnings and elevated leverage. Full story: https://getfinancebrief.com/story/applied-digital-8-6-percent-drop-august-2026 ### Applied Digital Drops 8.6% as AI Datacenter Bets Face $8.3B Test 2026-08-19 00:17:49 · Sector: ai · Sentiment: Neutral · Impact: 5/10 · Sources: 2 Applied Digital's 8.6% drop to $28.51, paired with a 5.1% fall in quantum peer Rigetti, signals cooling sentiment toward AI-adjacent infrastructure stocks after APLD's July earnings miss. High beta and negative EPS are forcing AI investors to reassess execution risk. Full story: https://getaibrief.com/story/apld-8-6-percent-drop-ai-infrastructure-reckoning ### VRRM Gaps Down 12% After Earnings Beat—8 Analysts Say Hold or Sell 2026-08-12 14:47:04 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2 Verra Mobility shares plunged 12% on August 8, 2026, despite beating Q2 earnings estimates. Analyst consensus is 'Reduce' with a $7 target, while Vistance Networks also gapped down amid mixed signals including a $5 dividend and institutional buying. Full story: https://getfinancebrief.com/story/verra-mobility-vrrn-gap-down-august-2026 ### Cloud Infrastructure Bets Heat Up: MXL +7%, CRWV +6.6% on July 20 2026-08-05 08:09:34 · Sector: saas · Sentiment: Neutral · Impact: 5/10 · Sources: 2 MaxLinear and CoreWeave posted strong gains on thin volume, reflecting divergent investor views on cloud and AI infrastructure. While MaxLinear’s data-center connectivity chips benefit from SaaS growth, CoreWeave’s GPU cloud underpins the growing demand for AI-powered SaaS applications. The moves underscore the high-risk, high-reward dynamics shaping the software-as-a-service supply chain. Full story: https://getsaasbrief.com/story/maxlinear-coreweave-surge-7pct-saas-cloud-infrastructure ### AI Hardware & Cloud: MXL Jumps 7%, CRWV Gains 6.6% in Mixed Session 2026-08-05 08:09:24 · Sector: ai · Sentiment: Neutral · Impact: 5/10 · Sources: 2 Two firms critical to the AI ecosystem—MaxLinear and CoreWeave—rallied on July 20, 2026, but volume data hints at fragile confidence. MaxLinear’s semiconductor solutions enable high-speed data transfer for AI clusters, while CoreWeave’s GPU cloud is a direct infrastructure play. The moves highlight investors’ growing selectivity in AI-linked stocks as earnings volatility mounts. Full story: https://getaibrief.com/story/ai-infrastructure-mxl-crwv-surge-7-percent ### Crocs Q3 Guidance Miss: $996.3M Revenue vs. $1B Consensus, Stock Falls 7.4% 2026-07-31 00:49:03 · Sector: retail · Sentiment: Neutral · Impact: 5/10 · Sources: 2 Crocs, Inc. issued Q3 2026 guidance below expectations, with EPS of $3.20-$3.30 and revenue of $996.3 million, missing the consensus of $3.55 and $1.0 billion, respectively. The shortfall triggered a 7.4% stock decline, raising concerns about softening consumer demand for casual footwear heading into the back-to-school season. Full story: https://getretailbrief.com/story/crocs-q3-2026-guidance-miss ### AXT EPS Soars 210% Above Consensus, Crocs Misses 9%; Divergent Q3 Outlooks 2026-07-31 00:48:55 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2 AXT blew past Q3 consensus with EPS guidance of $0.30-$0.32 vs. $0.10 and revenue of $66M vs. $38.7M, while Crocs missed with $3.20-$3.30 EPS vs. $3.55 and $996.3M revenue vs. $1.0B. The split paints a complex picture for investors, highlighting a semiconductor super-cycle amid softening consumer discretionary. Full story: https://getfinancebrief.com/story/axt-crocs-q3-guidance-divergence ### BigBear.ai Shares Slide as Post-Earnings Volatility Tests 2026 Growth Thesis 2026-03-12 22:25:56 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2 BigBear.ai (BBAI) shares extended their March decline with a cumulative 3.7% drop over two sessions, following a disappointing Q4 earnings report that highlighted contracting military program volumes. Despite the sell-off, management's 17% revenue growth target for 2026 remains a focal point for investors assessing the company's defense-centric AI strategy. Full story: https://getfinancebrief.com/story/bigbear-ai-bbai-stock-decline-analysis-march-2026 --- This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. See https://getyourbrief.com/guides/methodology for the full editorial methodology.