# Zacks Research

Type: Company

Source: GetYourBrief — https://getyourbrief.com/entity/zacks-research
Canonical HTML page: https://getyourbrief.com/entity/zacks-research

## 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**: AECOM Reports Q2 Loss and Issues FY2026 Guidance — AECOM posted a Q2 loss of $0.50 per share on $3.59B revenue and guided FY2026 EPS to $3.95-$4.15, far below consensus.
- **2026-08-10**: Amentum Updates FY2026 Guidance — Amentum guided FY2026 EPS to $2.40-$2.50 and revenue to $13.8B-$14.0B, missing revenue consensus.
- **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**: Zacks Upgrades Amentum — Zacks Research upgraded Amentum from 'hold' to 'strong-buy'.
- **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).
- **2026-07-20**: Bank of America Cuts Amentum Target — Bank of America lowered its price target on Amentum to $30 from $35, keeping a neutral rating.
- **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.
- **2026-07-01**: AECOM Ex-Dividend Date — AECOM's $0.31 quarterly dividend went ex-dividend on July 1, paid on July 17.
- **2026-06-24**: Stock surges 8.6% — Price hit $14.43 during session, closing at $14.38 on very light volume.
- **2026-06-23**: Weiss Downgrades Amentum — Weiss Ratings lowered Amentum from 'hold (c)' to 'hold (c-)'.
- **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.

## Recent coverage (20 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

### Safe Pro Group Misses EPS by $0.01, Yet Jumps 37.7% to $6.17
2026-08-15 00:36:38 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Safe Pro Group reported a quarterly EPS of -$0.15, one cent below consensus, but shares soared 37.7% on 21x average volume. The move pushed market cap to $128.89M even as negative net margin widened to 800.91%.
Full story: https://getfinancebrief.com/story/safe-pro-group-earnings-miss-eps-stock-surge

### 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

### AECOM Guides FY2026 EPS 32% Below Consensus, Amentum Revenue Misses
2026-08-12 09:22:34 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Engineering services giants AECOM and Amentum both released disappointing FY2026 outlooks on August 10, 2026. AECOM's EPS guidance of $3.95–$4.15 was far below the $5.97 consensus, while Amentum's revenue guidance missed estimates by up to $400 million. The news sent both stocks lower, deepening recent slumps.
Full story: https://getfinancebrief.com/story/aecom-amentum-fy2026-guidance-disappoints-investors

### USANA Guides FY2026 EPS at $0.76, a 64% Miss That Reshapes the Risk Profile
2026-08-12 08:08:26 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

USANA Health Sciences stunned the Street with fiscal 2026 earnings guidance of just $0.76 per share, 64% below consensus, and revenue of $910 million—following a quarterly loss of $0.07. With analyst consensus dropping to Reduce and the stock trading near its 52-week low, investors are reassessing valuation and downside risk.
Full story: https://getfinancebrief.com/story/usana-fy2026-guidance-cut-eps-064-percent-miss

### ROAD Q3 Earnings Beat by $0.07, Revenue Jumps 28.2% to $999M
2026-08-12 03:18:25 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Construction Partners (ROAD) posted a $0.07 EPS surprise and 28.2% revenue growth, yet analyst downgrades and price target cuts cloud the outlook. The stock's low PEG ratio of 0.85 contrasts with a high debt load and thin margins, creating a complex picture for value and growth investors.
Full story: https://getfinancebrief.com/story/road-q3-2026-earnings-beat-revenue-surge-analyst-downgrades

### ARE Revenue Hits $662.78M But Lab Real Estate Faces Tech Adoption Pressure
2026-08-12 00:15:00 · Sector: proptech · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Alexandria Real Estate Equities reported Q2 revenue of $662.78M, beating estimates, but a sharp EPS miss and cautious analyst outlook raise questions about how PropTech investments in smart labs and energy management will weather a softening biotech leasing market. The REIT’s guidance of $6.35-$6.45 EPS anchors expectations for rent growth and operational efficiency gains.
Full story: https://getproptechbrief.com/story/are-lab-real-estate-proptech-q2-2026

### ARE Stock Rises 3.2% Despite $0.52 EPS Miss: FY26 Guidance Saves the Quarter
2026-08-12 00:14:53 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Alexandria Real Estate Equities shares climbed 3.2% to $53.08 after Q2 revenue of $662.78M beat estimates, even as EPS missed by $0.52. The FY 2026 EPS guidance of $6.35-$6.45 provides a stalwart midpoint against a choppy analyst landscape, while a 5.4% dividend yield offers a cushion for income investors.
Full story: https://getfinancebrief.com/story/are-q2-2026-earnings-stock-rise-guidance

### ARE Q2 Revenue $662.78M: What Biotech Tenants Should Expect from FY’26 Guidance
2026-08-12 00:14:45 · Sector: bio · Sentiment: Neutral · Impact: 5/10 · Sources: 2

As the dominant landlord to pharma and startup labs, Alexandria’s FY 2026 EPS guidance of $6.35-$6.45—and its Q2 revenue beat of $662.78M—carry major implications for R&D real estate costs. While lease rates keep rising, a -36% net margin hints at stress in the sector that could eventually impact tenant concessions and space availability.
Full story: https://getbiobrief.com/story/alexandria-biotech-tenant-implications-fy26

### TLPH Upgraded: Can $3 Target Close the 113% Gap for Talphera?
2026-08-11 12:30:02 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Wall Street Zen’s hold upgrade caps a series of mixed analyst actions on Talphera, whose stock trades at $1.41 despite a $3.00 average target. Institutional positioning and a technical breakout suggest the market may be repricing a depressed small-cap. For investors, the gap represents both a unique opportunity and a cautionary tale of biotech volatility.
Full story: https://getfinancebrief.com/story/tlph-upgraded-113-percent-gap-finance

### TLPH Upgrade: 113% Upside to $3 Target Sparks Biotech Interest
2026-08-11 12:29:49 · Sector: bio · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Analyst action pushes Talphera into the spotlight as a deeply undervalued biotech, with a $3.00 average target offering over 100% upside. Recent earnings beat and institutional buying add to the narrative. Two buy initiations from specialized firms highlight confidence in the pain management pipeline.
Full story: https://getbiobrief.com/story/talphera-upgrade-biotech-113-upside-target

### SGP Hits $17.56 Low: 156% Upside to $45 Analyst Target
2026-08-10 05:23:16 · Sector: bio · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Spyglass Pharma's stock plunges to a new 52-week low of $17.56 despite a consensus 'Moderate Buy' rating and an average analyst target of $45. For biotech investors, the 156% upside potential must be weighed against a recent earnings miss and a downgrade to sell, raising questions about near-term pipeline catalysts.
Full story: https://getbiobrief.com/story/spyglass-pharma-52-week-low-156-percent-upside-bio

### Collegium Pharma EPS Beats by $0.20; Revenue Grows 6.3% to $199.88M
2026-08-09 18:29:04 · Sector: health · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Collegium Pharmaceutical's Q2 2026 earnings beat signals sustained demand for its abuse-deterrent pain medications. Revenue grew 6.3% to $199.88M, and EPS of $1.92 surpassed forecasts by $0.20, indicating commercial strength despite regulatory pressures.
Full story: https://gethealthbrief.com/story/collegium-pharma-q2-2026-earnings-health

### COLL Beats Q2 EPS by $0.20, Stock Gains 1.24% to $29.47
2026-08-09 18:28:55 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Collegium Pharmaceutical delivered an 11.6% EPS beat and modest revenue beat, lifting shares to $29.47. High ROE and institutional accumulation offset by high leverage and mixed analyst ratings create a nuanced investment case.
Full story: https://getfinancebrief.com/story/collegium-pharma-q2-2026-earnings-finance

### COLL Q2 EPS Beats by $0.20; Revenue Up 6.3% to $199.88M
2026-08-09 18:28:47 · Sector: bio · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Collegium Pharmaceutical's earnings beat of $0.20 per share, reaching $1.92 on $199.88M revenue, highlights its commercial success in the abuse-deterrent opioid space, a key sector for the biopharma industry.
Full story: https://getbiobrief.com/story/collegium-pharma-q2-2026-earnings-bio

### EFC Beat by $0.14, G & BCE Also Top: Dividend Yields Up to 11.5%
2026-08-09 00:19:08 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 4

Ellington Financial, Genpact, and BCE all reported better-than-expected earnings this week. Reactions diverged: EFC rallied, while Genpact and BCE slipped. Income investors are drawn to yields as high as 11.5%, but analyst downgrades and cautious guidance warrant scrutiny.
Full story: https://getfinancebrief.com/story/earnings-beats-efc-g-bce-dividend-yields-2026

### Agenus Upgraded to Buy After 189% Surge Off 12M Low: Analysts Eye $30 Target
2026-08-08 12:53:05 · Sector: bio · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Wall Street Zen upgraded biotech Agenus to buy despite a massive Q1 earnings miss, as the stock surged 189% from its 52-week low. Mixed analyst views and a $30 HC Wainwright target highlight the speculative upside in immuno-oncology.
Full story: https://getbiobrief.com/story/agenus-upgraded-buy-189-percent-surge

### 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

### Smith Douglas Homes Leaps 8.6%: PropTech Industry Implications
2026-08-04 20:29:39 · Sector: proptech · Sentiment: Neutral · Impact: 5/10 · Sources: 2

The 8.6% jump in Smith Douglas Homes stock to $14.38, despite analyst caution and low volume, may signal shifting sentiment in the homebuilding sector that directly impacts PropTech adoption and innovation. For real estate technology stakeholders, the move underscores the interconnectedness of traditional construction and emerging digital solutions.
Full story: https://getproptechbrief.com/story/smith-douglas-homes-8-6-surge-proptech

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