Last mentioned: Mar 20, 2026
Network 2.0 Milestone
Expected completion of major regional facility consolidations.
Stifel Upgrade
Stifel Nicolaus raises price target to $425.00 following earnings dazzle.
FY26 Guidance Raise
FedEx increases EPS outlook to $19.30-$20.10 citing B2B growth.
Goldman Sachs Follows Suit
Goldman Sachs lowers its price target to $500.00 citing updated post-earnings projections.
Stephens Upward Revision
Stephens raises its target to $490.00, reflecting confidence in platform consolidation trends.
Citi Reiteration
Citi reiterates its Buy rating for CrowdStrike following the Q4 2026 earnings transcript release.
BMO Target Adjustment
BMO Capital Markets cuts CRWD price target to $500.00 but maintains Outperform rating.
Stifel Nicolaus has significantly increased its price target for FedEx to $425.00, reflecting growing confidence in the logistics giant's structural transformation. The upgrade follows a record-breaking peak season and a raised FY 2026 earnings outlook driven by the successful integration of its Express and Ground networks.
Stifel Nicolaus has significantly raised its price target for FedEx to $425.00, signaling strong confidence in the logistics giant's 'One FedEx' consolidation and 'Network 2.0' efficiency gains. The upgrade follows a record-breaking peak season and an upward revision of fiscal 2026 earnings guidance.
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.
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.
Rivian Automotive shares fell over 7% on Tuesday, retreating from a recent post-earnings rally as investors weighed the execution risks of the upcoming R2 SUV launch. Despite several Wall Street firms raising price targets following a fourth-quarter gross profit beat, the market remains cautious about the company's path to sustained profitability in 2026.
Rivian Automotive shares fell over 7% despite several Wall Street firms raising price targets following a strong Q4 performance. Investors are increasingly focused on the critical R2 SUV launch, which remains the primary catalyst for the company's goal of achieving full-year gross profitability by 2026.