# TD Cowen

Type: Company

Source: GetYourBrief — https://getyourbrief.com/entity/td-cowen
Canonical HTML page: https://getyourbrief.com/entity/td-cowen

## 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.
- **2026-07-08**: Wells Fargo Cuts Target to $70 — Wells Fargo & Company lowers Freshpet’s price target from $75.00 to $70.00, keeping an Overweight rating, implying 28.42% upside.
- **2026-07-01**: Bank of America Lowers Target — Bank of America reduces its price target from $75.00 to $70.00 and maintains a Neutral rating.
- **2026-06-22**: TD Cowen Sets Street-High $73 Target — TD Cowen raised target from $63 to $73, the highest among all analysts, maintaining a Buy rating.
- **2026-06-18**: Citigroup raises OII target — Citigroup raised its Oceaneering target from $35.00 to $40.00 with a Neutral rating.
- **2026-06-15**: Piper Sandler Stays Overweight — Piper Sandler reaffirms an Overweight rating on Freshpet shares.
- **2026-06-01**: Weiss Ratings Downgrades — Weiss Ratings cuts Freshpet from 'Hold (c)' to 'Hold (c-)'.
- **2026-05-17**: Morgan Stanley Revises Target to $51 — Morgan Stanley raised target from $38 to $51 but kept Equal Weight rating, signaling a cautious stance.
- **2026-05-15**: Analyst Surge: Four Firms Raise Targets — Oppenheimer, Goldman Sachs, KeyCorp, and Barclays all lifted price targets to the $55–$60 range, reiterating Buy/Outperform ratings.

## Recent coverage (20 stories, network-wide)

### Amylyx Cuts Low Blood Sugar Episodes 55% After Bariatric Surgery
2026-08-18 22:32:01 · Sector: health · Sentiment: Positive · Impact: 6/10 · Sources: 2

A late-stage trial found Amylyx's once-daily injection avexitide reduced hypoglycemic episodes by 55% in people with post-bariatric hypoglycemia, a condition with no approved treatments. The drug was well tolerated, and the company plans a U.S. filing by end of 2026. For health systems and clinicians, the result signals a potential first-ever standard therapy that could change post-bariatric care.
Full story: https://gethealthbrief.com/story/amylyx-avexitide-post-bariatric-hypoglycemia-health

### CORDA Buys $1.4M EPD Stake as Institutional Ownership Hits 26%
2026-08-17 03:02:38 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

CORDA Investment Management initiated a new $1.4 million position in Enterprise Products Partners during Q2 2026, joining other institutional buyers as total institutional ownership reached 26.07%. Mixed ratings from Morgan Stanley, Goldman Sachs, and TD Cowen reflect an unresolved debate over valuation and growth. The accumulation signals cautious but growing institutional appetite for midstream energy income.
Full story: https://getfinancebrief.com/story/corda-investment-epd-stake-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

### SoFi Stock Surges 3.7% to $18.70 Despite 5 Analyst Target Cuts – What’s Next?
2026-08-12 13:34:09 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

SoFi Technologies shares jumped 3.7% on August 4, 2026, even as multiple analysts slashed price targets, creating a tension between market momentum and cautious research. With a PE of 38.96, beta of 2.17, and consensus Hold rating, the fintech’s next move hinges on whether profitability can catch up with valuation.
Full story: https://getfinancebrief.com/story/sofi-stock-surges-3-7-percent-analyst-target-cuts

### Wells Fargo Slashes CHKP Target to $130: 13.01 P/E and Consensus Hold Demand Attention
2026-08-12 13:16:01 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Wells Fargo lowered Check Point's target to $130, highlighting a divided analyst community with an average target of $149.48. The stock's depressed valuation and low beta present a potential value opportunity against high-growth cyber peers.
Full story: https://getfinancebrief.com/story/chkp-price-target-130-finance-analysis

### Benchmark Raises Price Targets: INBK +6% to $35, DXCM +6.5% to $82
2026-08-12 13:01:32 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Benchmark boosted outlooks on two disparate stocks—First Internet Bancorp and DexCom—offering a stark contrast in risk/reward. While INBK promises 21.74% upside based on the new $35 target, DXCM’s $82 target sits slightly below its trading price, highlighting valuation concerns despite a Buy rating.
Full story: https://getfinancebrief.com/story/benchmark-raises-inbk-dxcm-july-2026

### Amazon Stock Up 9.5% as Cramer Cites Hyperscaler Shift, Prime Day Boost
2026-08-10 17:21:27 · Sector: retail · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Jim Cramer attributes Amazon’s recent stock movement to a market rotation into hyperscaler stocks, while Prime Day sell-through data signals accelerating e-commerce demand. With Bank of America and TD Cowen issuing bullish notes, the retail and cloud giant is positioned for a strong Q2, potentially hitting $200B in revenue.
Full story: https://getretailbrief.com/story/amazon-cramer-hyperscaler-prime-day-retail-impact

### ATRO Surges 7.8% Ahead of 6-for-5 Split: What It Means for Aerospace Investors
2026-08-07 03:34:42 · Sector: space · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Astronics Corporation's stock jumped 7.8% amid a series of analyst upgrades and an impending 6-for-5 stock split. As a key supplier to both commercial aerospace and defense programs, the move reflects growing confidence in the space and defense sector. The company's strong liquidity and new product lines position it for further gains in avionics and lighting.
Full story: https://getspacebrief.com/story/astronics-stock-surge-stock-split-space-defense

### ATRO Rallies 7.8% to $88.76: Analyst Divide Over $100 Target and Upcoming Split
2026-08-07 03:34:35 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Astronics Corporation's share price vaulted 7.8% on June 11, 2026, to $88.76, with analysts split between a $100 high target and a sell rating. The company's 6-for-5 stock split, effective June 15, adds to the excitement, but low volume and high P/E warrant caution for value investors.
Full story: https://getfinancebrief.com/story/astronics-stock-spike-stock-split-analyst-ratings

### ServiceTitan’s $100 Target Signals 50% Upside for PropTech Trades Software
2026-08-01 22:19:19 · Sector: proptech · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Needham & Company’s reasserted Buy rating on ServiceTitan, with a $100 price target, underscores the growing confidence in cloud-based platforms that digitize home and commercial service trades. For PropTech investors, the move highlights how essential service management software is becoming within the real estate ecosystem.
Full story: https://getproptechbrief.com/story/servicetitan-needham-buy-rating-proptech-upside

### Morgan Stanley Cuts BlackRock Target to $1,383, Still Sees 34% Upside
2026-07-15 21:49:56 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Morgan Stanley lowered its BlackRock (BLK) price target to $1,383 while maintaining Overweight, implying a 34% gain. The consensus remains Moderate Buy with an average target of $1,270.72. Diverging analyst revisions signal both caution and opportunity for the asset management giant.
Full story: https://getfinancebrief.com/story/blackrock-price-target-cut-morgan-stanley-1383-upside

### Pentair Stock Tumbles as Q2 Guidance of $1.12 EPS Misses Consensus by 24%
2026-07-15 13:18:57 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 3

Pentair’s revised Q2 2026 guidance stunned investors, with EPS of $1.12 against a $1.48 estimate and revenue of $930M, well below the $1.1B consensus. The stock slid to $75.74 on heavy volume, its 200-day MA, and the new full-year EPS range of $4.60-4.80 implies a 10-14% miss, triggering a fresh round of analyst target cuts.
Full story: https://getfinancebrief.com/story/pentair-earnings-guidance-miss-stock-drop

### TL Rates Surge 16% Above Baseline in Q2; Q3 Forecast to Hit 17.7% — Supply Chain Alert
2026-07-15 10:36:18 · Sector: supply · Sentiment: Neutral · Impact: 6/10 · Sources: 2

Truckload rates hit 16% above baseline in Q2 2026, with a forecasted jump to 17.7% in Q3, as driver shortages and fuel costs squeeze capacity. Supply chain managers face crumbling routing guides and accelerating transportation expenses, demanding urgent strategic adjustments.
Full story: https://getsupplybrief.com/story/tl-rates-surge-16-percent-q3-forecast-17-7-percent-supply-chain

### Wells Fargo Cuts Freshpet Target to $70, Still Sees 28% Upside
2026-07-09 13:12:08 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Wells Fargo lowered its price target on Freshpet to $70 from $75 while maintaining an Overweight rating, implying the stock is undervalued by 28%. The market remains skeptical with FRPT trading at $54.51, well below the consensus analyst target of $74.25. Analysts overall rate the pet food company a Moderate Buy, despite a string of recent target cuts.
Full story: https://getfinancebrief.com/story/wells-fargo-cuts-freshpet-target-70-upside

### FPS Gets 10 Buys, $55.36 Target: Analysts Bet on Data Center Boom
2026-07-06 07:04:19 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Forgent Power Solutions draws a 'Moderate Buy' consensus from 13 analysts with an average price target of $55.36, implying 18% upside. Ten firms rate it a Buy or Outperform, driven by surging demand for data center electrical equipment and grid modernization.
Full story: https://getfinancebrief.com/story/fps-analyst-consensus-moderate-buy-55-target

### SpaceX T-Mobile acquisition could create a $200B+ orbital-terrestrial comms giant
2026-06-27 00:22:43 · Sector: space · Sentiment: Positive · Impact: 8/10 · Sources: 3

A TD Cowen analysis suggests SpaceX might purchase T-Mobile to blend Starlink satellite coverage with terrestrial 5G, potentially upending the US wireless market and accelerating space-based connectivity integration.
Full story: https://getspacebrief.com/story/spacex-t-mobile-acquisition-space-2026

### Evolv Tech Sees $1.43M Institutional Bet; 66.65% of Float Now Held by Funds
2026-06-23 00:12:40 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Creek Drive Management Group initiates a $1.4 million position in EVLV, as institutional ownership reaches 66.65%. Large funds like Vanguard and State Street add to positions, and an analyst target of $10 highlights upside potential for the AI security firm.
Full story: https://getfinancebrief.com/story/evlv-institutional-buying-creek-drive-1-43m

### United Airlines CEO Warns of 20% Fare Hikes Amid Sustained Oil Price Surge
2026-03-24 16:20:27 · Sector: finance · Sentiment: Negative · Impact: 6/10 · Sources: 2

United Airlines CEO Scott Kirby has signaled that ticket prices could rise by as much as 20% if jet fuel costs remain at current elevated levels. The warning highlights the growing pressure on airline margins as energy volatility threatens to disrupt travel demand and sector profitability.
Full story: https://getfinancebrief.com/story/united-airlines-fare-hike-oil-surge

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