# Stephens Type: Company Source: GetYourBrief — https://getyourbrief.com/entity/stephens Canonical HTML page: https://getyourbrief.com/entity/stephens ## Timeline - **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. - **2026-07-30**: OII insider sale — SVP Christopher J. Dyer sold 1,200 OII shares at an average price of $47.65 for $57,180. - **2026-07-28**: Weiss upgrades OII — Weiss Ratings raised OII from Buy (B-) to Buy (B). - **2026-07-27**: Barclays lifts OII target — Barclays increased its OII price objective from $39.00 to $47.00 with an Equal Weight rating. - **2026-07-22**: Quarterly earnings released — SMBC reports EPS of $1.83 vs. $1.52 estimate, revenue of $51.77M. - **2026-07-15**: Q2 2026 Earnings Release — Home BancShares reports Q2 EPS of $0.64, beating consensus of $0.62; stock rises 1%. - **2026-07-01**: Stephens reiterates Overweight rating — Stephens restated its Overweight rating and $40 price target, implying 8.78% upside. - **2026-06-26**: Piper Sandler adjusts PT — Piper Sandler reiterates Neutral, boosts target from $71 to $79. - **2026-06-18**: Citigroup raises OII target — Citigroup raised its Oceaneering target from $35.00 to $40.00 with a Neutral rating. - **2026-06-06**: Wall Street Zen upgrades to Hold — Wall Street Zen upgraded PZZA from Sell to Hold. - **2026-06-05**: Insider sale by EVP Windes — EVP Richard Windes sells 2,000 shares at average $69.70, totaling $139,400. - **2026-06-04**: Weiss Ratings reiterates Buy — Weiss Ratings issues a 'buy (b)' rating on SMBC. ## Recent coverage (10 stories, network-wide) ### 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 ### PVLA Drops 12.4% on Thin Volume: Biotech Risk or 45% Upside Play? 2026-08-12 12:09:27 · Sector: bio · Sentiment: Neutral · Impact: 5/10 · Sources: 2 Palvella Therapeutics stock sank 12.4% Monday with no news, highlighting biotech liquidity risk. Analyst consensus target of $199.53 implies 45% upside, but earnings miss and two sell ratings complicate the picture for biotech investors. Full story: https://getbiobrief.com/story/pvla-shares-down-12-4-biotech-analysis ### Wabtec FY26 EPS $10.60-$10.90, Moody's $16.50-$17.00: Both Miss Consensus 2026-07-23 02:24:25 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2 Wabtec guided revenue between $12.3-$12.6B and EPS slightly below the Street, while Moody’s EPS range also came in under estimates. Analysts remain constructive with moderate buy ratings and double-digit upside targets for both stocks. Full story: https://getfinancebrief.com/story/wabtec-moodys-fy26-guidance-analysis ### SMBC Beats EPS by $0.31, Stock Down 1.4% Amid Insider Selling 2026-07-23 00:54:41 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2 Southern Missouri Bancorp delivered a strong quarter with earnings of $1.83 per share, beating estimates by $0.31 on revenue of $51.77 million. However, the stock fell 1.4% to $75.41 as analysts remain divided and insider selling raises questions. Full story: https://getfinancebrief.com/story/smbc-earnings-beat-stock-down-insider-sell ### HOMB Q2 EPS Trumps Estimates by $0.02, Stock Yields 2.9% 2026-07-16 00:35:23 · Sector: finance · Sentiment: Positive · Impact: 6/10 · Sources: 2 Home BancShares delivered a $0.64 per share Q2 profit, edging past consensus by $0.02. The bank's 32.48% net margin and conservative balance sheet keep it as a defensive play in a shaky regional banking sector. With a P/E of 12 and a 2.9% dividend yield, HOMB offers income and value in a stock that barely moved on the beat. Full story: https://getfinancebrief.com/story/home-bancshares-q2-2026-earnings-beat ### Papa John's Overweight Call Sees 8.78% Upside—What It Means for QSR Retailers 2026-07-06 01:54:29 · Sector: retail · Sentiment: Neutral · Impact: 5/10 · Sources: 2 Stephens reiterated an Overweight rating on Papa John's with a $40 target, signaling an 8.78% upside. The Hold consensus and mixed analyst views reflect retail headwinds for the pizza chain amid fierce QSR competition and shifting consumer spending. Full story: https://getretailbrief.com/story/papa-johns-overweight-rating-8-78-upside-retail ### Analyst upgrades drive 13% CarMax rebound as Stephens turns bullish with $66 target 2026-06-20 10:22:09 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2 CarMax stock rebounded sharply after analysts issued bullish revisions; Stephens upgraded to buy with a $66 target, Baird raised to $55, and even J.P. Morgan lifted its target slightly. Full story: https://getfinancebrief.com/story/carmax-rebound-analyst-upgrade-finance ### CarMax stock surges 13% as used-car retailer defies tough market with 6% sales growth 2026-06-20 10:21:03 · Sector: retail · Sentiment: Neutral · Impact: 5/10 · Sources: 2 CarMax’s Q1 results beat estimates, but investors sold off initially. Then Stephens upgraded the stock to buy with a $66 target, highlighting its used-car dominance, and shares rebounded sharply. Full story: https://getretailbrief.com/story/carmax-surge-13-percent-retail-analyst-upgrade --- 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.