# ![@1rabbitresearch Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::424512929.png) @1rabbitresearch Rabbit Research

Rabbit Research posts on X about target, strong, growth, company the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::424512929/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::424512929/c:line/m:interactions.svg)

- [--] Week [-----] +106%
- [--] Month [------] +203%
- [--] Months [------] +74%
- [--] Year [-------] +5.60%

### Mentions: [--] [#](/creator/twitter::424512929/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::424512929/c:line/m:posts_active.svg)

- [--] Months [---] +17%
- [--] Year [---] -45%

### Followers: [---] [#](/creator/twitter::424512929/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::424512929/c:line/m:followers.svg)

- [--] Week [---] +0.19%
- [--] Month [---] +0.95%
- [--] Months [---] +19%
- [--] Year [---] +75%

### CreatorRank: [---------] [#](/creator/twitter::424512929/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::424512929/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  82% [finance](/list/finance)  42% [technology brands](/list/technology-brands)  31% [cryptocurrencies](/list/cryptocurrencies)  8% [social networks](/list/social-networks)  5% [currencies](/list/currencies)  5% [countries](/list/countries)  5% [financial services](/list/financial-services)  3% [products](/list/products)  2%

**Social topic influence**
[target](/topic/target) #2339, [strong](/topic/strong) 26%, [growth](/topic/growth) 12%, [company](/topic/company) 10%, [ai](/topic/ai) 10%, [in the](/topic/in-the) 9%, [business](/topic/business) 8%, [meta platforms](/topic/meta-platforms) 8%, [meta](/topic/meta) 8%, [$meta](/topic/$meta) 8%

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined)

**Top assets mentioned**
[Meta Platforms, Inc. (META)](/topic/meta-platforms) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [AAR Corp. (AIR)](/topic/aar-corp) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Royal Caribbean Cruises Ltd (RCL)](/topic/royal-caribbean) [MDxHealth SA (MDXH)](/topic/$mdxh) [Microsoft Corp. (MSFT)](/topic/microsoft) [Morgan Stanley (MS)](/topic/morgan-stanley) [Brookdale Senior Living, Inc. (BKD)](/topic/$bkd) [Similarweb Ltd. (SMWB)](/topic/$smwb) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Vital Farms, Inc. (VITL)](/topic/$vitl) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Goldman Sachs (GS)](/topic/goldman-sachs) [BellRing Brands, Inc. (BRBR)](/topic/$brbr) [Bank of America (BAC)](/topic/bank-of-america) [Sandisk Corporation (SNDK)](/topic/$sndk) [InterContinental Hotels Group Plc (IHG)](/topic/$ihg) [Honeywell International Inc (HON)](/topic/honeywell) [Coldstack (CLS)](/topic/$cls) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Micron Technology, Inc. (MU)](/topic/$mu) [Apple, Inc. (AAPL)](/topic/$aapl) [Laird Superfood, Inc.  (LSF)](/topic/$lsf) [ELYSIA (EL)](/topic/$el) [Uber Technologies, Inc. (UBER)](/topic/$uber) [The Official [--] Coin (89) (89)](/topic/$89)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Jefferies upgraded the rating on Siemens Energy $SMNEY to a Buy with a price target of [---]. The companys diverse portfolio addresses key challenges in the industry such as the need for grid infrastructure investments and the potential revival of nuclear energy which are expected to drive sustained demand for its solutions. Furthermore Siemens Energys margin potential appears underestimated with significant pricing power stemming from increased grid and generation investments. The company is projected to achieve a robust EBITDA growth rate making it one of the fastest-growing entities in the"  
[X Link](https://x.com/1rabbitresearch/status/1989700580974235983)  2025-11-15T14:22Z [---] followers, [---] engagements


"Lake Street assumed coverage of TAT Technologies $TATT with a Buy rating and a price target of $53 up from $40. Given its expansive customer base strategic agreements with leading auxiliary power unit player Honeywell and a robust backlog the firm views TAT as well-positioned for sustained growth. https://twitter.com/i/web/status/2006025348757217333 https://twitter.com/i/web/status/2006025348757217333"  
[X Link](https://x.com/1rabbitresearch/status/2006025348757217333)  2025-12-30T15:31Z [---] followers, [---] engagements


"BofA double upgraded Brookdale Senior Living $BKD to Buy from Underperform with a price target of $13 up from $6.75 citing a belief that the company's improved portfolio and positive free cash flow position it better to benefit from favorable industry dynamics. The analyst also views Brookdale as a pure play on aging demographics with limited exposure to government payors. https://twitter.com/i/web/status/2008505504872415737 https://twitter.com/i/web/status/2008505504872415737"  
[X Link](https://x.com/1rabbitresearch/status/2008505504872415737)  2026-01-06T11:46Z [---] followers, [--] engagements


"BofA raised the price target on Brookdale Senior Living $BKD to $15.50 from $13 and keeps a Buy rating after the company preannounced Q4 and gave [----] guide ahead of its investor day on January [--]. The firm sees the company growing core adjusted EBITDA 15% per year over the next several years as it continues to improve low-occupancy units and benefits from the operating leverage on the high-occupancy units. https://twitter.com/i/web/status/2016876378109714776 https://twitter.com/i/web/status/2016876378109714776"  
[X Link](https://x.com/1rabbitresearch/status/2016876378109714776)  2026-01-29T14:09Z [---] followers, [---] engagements


"BMO Capital maintained a Buy rating on Celestica $CLS with a price target of $370. The analyst highlights that the company delivered meaningful upside versus consensus on revenue earnings and free cash flow underpinned by particularly strong growth in communications and switching products and improving margins. He also emphasizes that managements significantly higher capital expenditure plans while initially viewed negatively by the market actually reflect strong long-duration demand visibility through [----] especially from large cloud and AI customers. In his view this growth profile combined"  
[X Link](https://x.com/1rabbitresearch/status/2017783632375779599)  2026-02-01T02:14Z [---] followers, [---] engagements


"BofA raised the price target on Brookdale Senior Living $BKD to $18 from $15.50 and keeps a Buy rating. The tone of Brookdale's investor day was bullish as the company expects to grow EBITDA mid-teens with upside from additional occupancy growth and pricing outpacing cost growth. The firm believes a multiple above the historical average is justified given the potential upside to its estimate and what it identifies as a much higher real estate ownership. https://twitter.com/i/web/status/2018301988459741309 https://twitter.com/i/web/status/2018301988459741309"  
[X Link](https://x.com/1rabbitresearch/status/2018301988459741309)  2026-02-02T12:34Z [---] followers, [---] engagements


"Barclays raised the price target on Brookdale Senior Living $BKD to $18 from $15 and keeps an Overweight rating following the investor day. The company's mid-teens EBITDA growth outlook is supported by continued occupancy gains and disciplined pricing"  
[X Link](https://x.com/1rabbitresearch/status/2018634012890423763)  2026-02-03T10:33Z [---] followers, [--] engagements


"Lake Street raised the price target on TAT Technologies $TATT to $59 from $53 and keeps a Buy rating after having attended a presentation by the management team and toured its facility in North Carolina. The analyst believes the stock can continue to grind higher from these levels as investors better appreciate the durability of growth. https://twitter.com/i/web/status/2019051761009557541 https://twitter.com/i/web/status/2019051761009557541"  
[X Link](https://x.com/1rabbitresearch/status/2019051761009557541)  2026-02-04T14:13Z [---] followers, [--] engagements


"Cantor Fitzgerald reiterates an Overweight rating and $370 price target on Alphabet $GOOGL as well as its Top Pick designation following the Q4 results that featured revenues and EBIT above Street estimates. Search revenue growth accelerated to 15% ex-FX driven by higher usage from AI-powered experiences while Cloud revenue surged 48% year over year on strong enterprise AI adoption. Despite FY26 CapEx guidance of $175B-185B coming in far above expectations the results reinforce confidence in Alphabet's AI-driven competitive position and support the view that incremental investment can"  
[X Link](https://x.com/1rabbitresearch/status/2019369060820279321)  2026-02-05T11:14Z [---] followers, [--] engagements


"KeyBanc raised the price target on Alphabet $GOOGL to $370 from $360 to reflect faster Cloud growth in sum-of-the-parts framework while keeping an Overweight rating. The firm says Alphabet is meaningfully stepping up capex investment to support Google Services and Google Cloud growth. Concerns on the scale of investment will likely persist but it is hard to argue with the results KeyBanc argues adding that Search accelerated throughout [----] Cloud backlog grew about 55% quarter-over-quarter in Q4 and Gemini now has greater than750M monthly average users."  
[X Link](https://x.com/1rabbitresearch/status/2019376063433023909)  2026-02-05T11:42Z [---] followers, [---] engagements


"Piper Sandler lowered the price target on Atlassian $TEAM to $200 from $280 and keeps an Overweight rating. The analyst notes the company delivered solid Q2 results showing no negative impact from AI adoption. A slightly lighter cloud beat vs. Q1 will drive debate coming out of the quarter but Piper was encouraged by the organic annual cloud guide seeing a raise in excess of quarterly upside albeit modest. With shares at [--] times its [----] free cash flow estimate the analyst thinks the market is pricing in a very pessimistic long-term growth scenario one it disagrees with. Atlassian is a top"  
[X Link](https://x.com/1rabbitresearch/status/2019741231211855890)  2026-02-06T11:53Z [---] followers, [---] engagements


"Evercore ISI lowered the price target on Amazon $AMZN to $285 from $335 and keeps an Outperform rating following what the firm calls a "Beat & Mixed" quarter. Q4 results were "golden" with AWS delivering material revenue growth acceleration Cloud market share gains very strong backlog and consistently high profitability while the Retail and Ad segments' revenue growth was very consistent. While the analyst still believes the Amazon long thesis is intact and that AWS results are proving out return on AI it views the stock as likely range-bound until [----] revenue acceleration becomes more"  
[X Link](https://x.com/1rabbitresearch/status/2019742640678310195)  2026-02-06T11:59Z [---] followers, [---] engagements


"Citi upgraded Estee Lauder $EL to Buy from Neutral with an unchanged price target of $120. The analyst views the 19% post-earnings selloff as a buying opportunity. Estee's Beauty Reimagined strategy under CEO Stephane de La Faverie has improved the company's fundamentals"  
[X Link](https://x.com/1rabbitresearch/status/2019744474184741174)  2026-02-06T12:06Z [---] followers, [--] engagements


"BMO Capital raised the price target on Amazon $AMZN to $310 from $304 and keeps an Outperform rating. The company reported solid Q4 results headlined by a 400bps sequential acceleration in AWS growth to 24% the fastest growth since Q3 of [----]. The Retail business was also strong with online Stores growth up 8%. https://twitter.com/i/web/status/2019759385245827245 https://twitter.com/i/web/status/2019759385245827245"  
[X Link](https://x.com/1rabbitresearch/status/2019759385245827245)  2026-02-06T13:05Z [---] followers, [---] engagements


"Guggenheim raised the price target on Reddit $RDDT to $255 from $245 and keeps a Buy rating following yet another quarter of revenue and profit growth ahead of guidance. The analyst continues to see significant runway to increase users engagement and advertising revenue with strong momentum into [----]. https://twitter.com/i/web/status/2019763569382801468 https://twitter.com/i/web/status/2019763569382801468"  
[X Link](https://x.com/1rabbitresearch/status/2019763569382801468)  2026-02-06T13:22Z [---] followers, [---] engagements


"B. Riley raised the price target on Reddit $RDDT to $250 from $245 and keeps a Buy rating. The analyst stays bullish on Reddit following the company's strong Q4 beat and better than expected Q1 outlook. The company's ad revenue growth showed no slowdown sequentially while its EBITDA margin expanded to a record high. https://twitter.com/i/web/status/2019777612227268684 https://twitter.com/i/web/status/2019777612227268684"  
[X Link](https://x.com/1rabbitresearch/status/2019777612227268684)  2026-02-06T14:18Z [---] followers, [---] engagements


"Truist raised the price target on Reddit $RDDT to $275 from $270 and keeps a Buy rating. The analyst remains constructive following a strong Q4 beat and a Q1 guide that comfortably exceeded consensus estimates. Despite the rise of Gen-AI Reddt remains the platform for authentic human conversations with several initiatives sustaining its superior growth and share gains including Search & Answers Shopping Ads and Automation. https://twitter.com/i/web/status/2019788268498272297 https://twitter.com/i/web/status/2019788268498272297"  
[X Link](https://x.com/1rabbitresearch/status/2019788268498272297)  2026-02-06T15:00Z [---] followers, [----] engagements


"Tigress Financial raised the price target on Royal Caribbean $rcl to $425 from $415 and keeps a Buy rating. Royal Caribbean's [----] results underscore a multi-year growth story driven by record revenue earnings and cash flow with margin expansion supported by destination-led assets and AI-driven pricing and efficiency. Entering [----] with strong advance bookings new high-return ships and destinations expanding river cruise exposure and growing high-margin onboard revenue the company appears well-positioned for continued earnings growth and shareholder returns."  
[X Link](https://x.com/1rabbitresearch/status/2019952713459761322)  2026-02-07T01:53Z [---] followers, [--] engagements


"Wolfe Research upgraded Robinhood $HOOD to Outperform from Peer Perform with a $125 price target. Shares are down 27% year-to-date notes the analyst who sees the risk/reward as more attractive following the pullback. The firm believes most sources of EPS improvement are durable as higher prediction markets volumes should offset pressure in other areas like crypto. https://twitter.com/i/web/status/2020835930588971491 https://twitter.com/i/web/status/2020835930588971491"  
[X Link](https://x.com/1rabbitresearch/status/2020835930588971491)  2026-02-09T12:23Z [---] followers, [---] engagements


"TD Cowen sees upside for Micron $MU toward $60 in earnings per share in [----] above the firm's prior bull case of $50. This opens the door for a $600 stock price over time. Micron closed Friday up $11.80 to $394.69. The tightness in the DRAM market will last for multiple years. The firm expects a gradual re-rating path toward 12-times earnings on a normalized $50 per share earnings power. https://twitter.com/i/web/status/2020851814405685294 https://twitter.com/i/web/status/2020851814405685294"  
[X Link](https://x.com/1rabbitresearch/status/2020851814405685294)  2026-02-09T13:26Z [---] followers, [---] engagements


"Lake Street raised the price target on Vishay Precision $VPG to $54 from $44 and keeps a Buy rating. The analyst believes Q4 revenue outperformance in line Q1 guidance and a strong full-year outlook illustrate new business development momentum"  
[X Link](https://x.com/1rabbitresearch/status/2021957927737917767)  2026-02-12T14:41Z [---] followers, [---] engagements


"William Blair reiterated bullish stance on MDxHealth $MDXH with a Buy rating. The analyst highlights that Q4 revenue modestly exceeded expectations and test volumes grew solidly underpinned by strong adoption of liquid-based tests following the Exosome Dx acquisition and successful migration from Select MDx to ExoDx. He notes that these operational improvements together with a 23% year-over-year revenue increase and a $29 million year-end cash position indicate that the business is building momentum and is better positioned to move toward profitability and cash generation. The analyst also"  
[X Link](https://x.com/1rabbitresearch/status/2012366379740287025)  2026-01-17T03:28Z [---] followers, [---] engagements


"William Blair maintains a Buy rating on Vital Frams $VITL. The analyst views the company as well positioned within the premium purpose-driven food category supported by strong brand recognition and consumer loyalty in its core pasture-raised egg offering. Managements commentary at the ICR Conference reinforced confidence in the companys ability to sustain above-category growth through continued distribution gains increasing household penetration and disciplined innovation. These drivers combined with prudent cost management support healthy margin performance and earnings growth over time. The"  
[X Link](https://x.com/1rabbitresearch/status/2012405339539595398)  2026-01-17T06:03Z [---] followers, [---] engagements


"Evercore ISI raised the price target on Vertiv $VRT to $280 from $210 and keeps an Outperform rating following what the firm says was an impressive print. The analyst views Vertiv as structurally positioned for sustained growth as one of the few providers capable of delivering end-to-end prefabricated data center solutions at scale. https://twitter.com/i/web/status/2021751823171039580 https://twitter.com/i/web/status/2021751823171039580"  
[X Link](https://x.com/1rabbitresearch/status/2021751823171039580)  2026-02-12T01:02Z [---] followers, [---] engagements


"Roth Capital raised the price target on Vertiv $VRT to $275 from $200 and keeps a Buy rating. The company delivered a Q4 beat and introduced [----] guidance well ahead of expectations underpinned by exceptionally strong organic order growth of about 252% y/y that drove backlog to $15B up 109% y/y. https://twitter.com/i/web/status/2021957660464046433 https://twitter.com/i/web/status/2021957660464046433"  
[X Link](https://x.com/1rabbitresearch/status/2021957660464046433)  2026-02-12T14:40Z [---] followers, [--] engagements


"Deutsche Bank raised the price target on Micron $MU to $500 from $300 and keeps a Buy rating. The analyst says spikes in memory pricing and DRAM supply constraints are impacting sectors globally. Deutsche's forecasts indicate shortages should sustain through [----] into [----]. It cites a more structurally profitable environment for the Micron target boost. https://twitter.com/i/web/status/2021233125226053964 https://twitter.com/i/web/status/2021233125226053964"  
[X Link](https://x.com/1rabbitresearch/status/2021233125226053964)  2026-02-10T14:41Z [---] followers, [---] engagements


"RBC Capital raised the price target on Vertiv $VRT to $266 from $200 and keeps an Outperform rating. The company reported exceptional 252% Q4 orders growth 109% backlog growth [---] bps margin improvement strong free cash flow and upside [----] guidance all keeping the bull case on this datacenter equipment story on track. https://twitter.com/i/web/status/2021958957934452865 https://twitter.com/i/web/status/2021958957934452865"  
[X Link](https://x.com/1rabbitresearch/status/2021958957934452865)  2026-02-12T14:45Z [---] followers, [--] engagements


"Goldman Sachs keeps a Buy rating and $600 price target on Microsoft $MSFT. The analyst believes that the company's prioritizing compute capex for first party applications - Copilot - and internal R&D - or Microsoft AI - over short-term Azure revenue will ultimately drive more strategic AI positioning across multiple layers of the technology stack and better returns over the medium term. https://twitter.com/i/web/status/2022114972948373770 https://twitter.com/i/web/status/2022114972948373770"  
[X Link](https://x.com/1rabbitresearch/status/2022114972948373770)  2026-02-13T01:05Z [---] followers, [--] engagements


"TD Cowen maintained a Buy rating on SentinelOne $S with a price target of $22. The analyst expects the company to capture additional market share through [----] supported by growing traction of its Singularity platform with both new and existing customers including high-end enterprise and government accounts. The current deal pipeline which features several large multi-million-dollar opportunities and the Flex program that eases procurement reinforces his view that SentinelOne is evolving beyond an SMB-focused perception. In his view this demand backdrop combined with a stable competitive"  
[X Link](https://x.com/1rabbitresearch/status/2012397145266233709)  2026-01-17T05:30Z [---] followers, [---] engagements


"Needham maintained a Buy rating on Oncology Institute $TOI with a price target of $5. TOI reaffirmed its fiscal [----] outlook and introduced an initial [----] forecast that exceeds market expectations on both revenue and EBITDA margins signaling solid operational momentum. Despite this constructive guidance the stock declined following the announcement which he interprets as a short-term sell the news reaction rather than a reflection of fundamentals. At the current share price TOI trades at a significant discount to its [----] sales even though its projected growth and profitability metrics align"  
[X Link](https://x.com/1rabbitresearch/status/2012403560282206412)  2026-01-17T05:56Z [---] followers, [---] engagements


"TD Cowen reiterated a Buy rating on Microsoft $MSFT with a $625 price target. The analyst expects Azure to deliver slightly better growth than current estimates supported by robust demand for both GPU- and CPU-based computing workloads even though overall growth is temporarily capped by capacity limitations. His survey work shows Microsoft as the top intended destination for new AI budgets and total cloud spending signaling durable share gains versus major rivals. In addition third-party data and datacenter leasing activity point to sustained healthy momentum in Azure demand with potential"  
[X Link](https://x.com/1rabbitresearch/status/2015436274648440977)  2026-01-25T14:47Z [---] followers, [--] engagements


"Goldman Sachs raised the price target on Royal Caribbean $RCL to $310 from $275 and keeps a Buy rating. Cruise sentiment has been mixed with December strength giving way to renewed competitive concerns from Wave Season promotions shifting focus to the pace and drivers of net yield acceleration from Q2 into the second half. For Royal Caribbean initial [----] guidance is expected to call for 1.5%-3.5% net yield growth and EPS of at least $17.50 with attention centered on a second half ramp driven by new ships private destinations and easier comps alongside potential upside from strong cost"  
[X Link](https://x.com/1rabbitresearch/status/2015438552050618403)  2026-01-25T14:56Z [---] followers, [--] engagements


"Oppenheimer expects Atlassian $TEAM to report solid Q2 results slightly ahead of consensus with in-line Q3 guidance. The analyst has an Outperform rating on the shares with a price target of $275. However the analyst believes FY27 data center revenue growth expectations are overstated and dont account for faster data center-to-Cloud migration a lower data center user base and upfront revenue recognition at data center renewals. Oppenheimer models FY27 DC revenue growth at down 0.7% vs. consensus up 7.9%. Although theres migration uncertainty the firms checks suggest a stable demand and"  
[X Link](https://x.com/1rabbitresearch/status/2015439892877320545)  2026-01-25T15:01Z [---] followers, [---] engagements


"TD Cowen maintained a Buy rating on $UBER with a $114 price target. The analyst expects solid fourth-quarter results with double-digit year-over-year growth in gross bookings and revenue underpinned by strong performance in both Mobility and Delivery. On the Mobility side he highlights healthy ride demand supported by lower rider prices in certain markets from reduced insurance costs geographic expansion and the rollout of new services such as Uber for Business Reserve and Shuttle. In Delivery he points to robust order growth driven by expanding into grocery and retail categories strengthened"  
[X Link](https://x.com/1rabbitresearch/status/2015441138384249207)  2026-01-25T15:06Z [---] followers, [---] engagements


"Cantor Fitzgerald assumed coverage of Robinhood $HOOD with an Overweight rating and $130 price target. The company's growth runway keeps getting longer as it capitalizes on secular trends for digital financial services with rapid product innovation and consistent execution. Robinhood's younger customer demographic vs. peers also positions the company to capture incremental wallet share as customers' financial needs expand and the firm views the company's current valuation and price levels as attractive. https://twitter.com/i/web/status/2015952349509165136"  
[X Link](https://x.com/1rabbitresearch/status/2015952349509165136)  2026-01-27T00:57Z [---] followers, [---] engagements


"Stephens raised the price target on BellRing Brands $BRBR to $75 from $61 and keeps an Equal Weight rating stating that the company capped off what was an exceptionally strong fiscal [----] with yet another beat. Consumers turning away from brands that have traditionally been associated with diets/dieting along with an advantaged capacity position should support continued market share gains but the firm believes BellRing's current premium valuation already accounts for its favorable position. https://twitter.com/i/web/status/1861011747261260240"  
[X Link](https://x.com/1rabbitresearch/status/1861011747261260240)  2024-11-25T11:39Z [---] followers, [--] engagements


"Deutsche Bank raised the price target on BellRing Brands $BRBR to $89 from $77 and keeps a Buy rating. Looking to [----] the firm sees continued challenges ahead for most consumer packaged goods companies. The analyst maintains a net-constructive view on household personal care and cosmetics is becoming more positive on bon-alcoholic beverage names and taking a more cautious position on food. https://twitter.com/i/web/status/1867172685962436882 https://twitter.com/i/web/status/1867172685962436882"  
[X Link](https://x.com/1rabbitresearch/status/1867172685962436882)  2024-12-12T11:40Z [---] followers, [---] engagements


"TD Cowen raised the price target on BellRing Brands $BRBR to $86 from $83 and keeps a Buy rating. The firm believes [----] is shaping up to be a tough year for the food and beverage industry as the probability of a material change in the regulatory environment is low GLP-1 usage grows slowly and with a high rate of dropouts and value-seeking shopping usually normalizes as consumers acclimate to higher prices and benefit from wage inflation. Cowen believes many food and beverage brands need to reset their prices and margin structures lower to improve their value perception with consumers."  
[X Link](https://x.com/1rabbitresearch/status/1876966043807076820)  2025-01-08T12:15Z [---] followers, [--] engagements


"Truist raised the price target on TAT Technologies $TATT to $56 from $35 and keeps a Buy rating as part of a broader research note previewing Q3 results in Aerospace and Defense. Sentiment surrounding aircraft OEM production is increasing and the analyst is favoring MAX-exposed suppliers. The analyst also notes that aftermarket demand trends continues to be buoyed by passenger travel strength engine shop visits and new aircraft supply chain challenges though it sees Defense as a bit more nuanced as the government shutdown looms over Q4 and FY26 outlooks."  
[X Link](https://x.com/1rabbitresearch/status/1978758630645407769)  2025-10-16T09:43Z [---] followers, [---] engagements


"Bank of America Securities maintained a Buy rating on Keurig Dr Pepper $KDP with a price target of $33. The companys third-quarter results showed impressive organic sales growth of 6.2% surpassing both analysts and the markets expectations. This growth was driven by positive volume and pricing dynamics across all segments particularly in the US Refreshment Beverages sector. Additionally the company's strategic investments including a significant $7 billion investment to acquire JDE Peets are expected to enhance the companys financial leverage and contribute to a 10% increase in earnings per"  
[X Link](https://x.com/1rabbitresearch/status/1987002748303442257)  2025-11-08T03:42Z [---] followers, [---] engagements


"Stifel raised the price target on TAT Technologies $TATT to $47 from $44 and keeps a Buy rating. Another clean operating quarter extends the company's streak of sequentially increasing revenues and margins. The analyst calls TAT an inexpensive aerospace stock that it thinks is worthwhile to get to know. https://twitter.com/i/web/status/1989316964137967831 https://twitter.com/i/web/status/1989316964137967831"  
[X Link](https://x.com/1rabbitresearch/status/1989316964137967831)  2025-11-14T12:58Z [---] followers, [---] engagements


"Benchmark initiated coverage of TAT Technologies $TATT with a Buy rating and $53 price target. TAT's extraordinary success in recent years has legs supported by a growing backlog and deep pipeline of emerging opportunities throughout the aftermarket category for the hybrid aerospace OEM and aftermarket service provider. A critical relationship with original equipment maker Honeywell remains in the early stages of ramping and provides a vast addressable market to take share from. https://twitter.com/i/web/status/1990422407849369696 https://twitter.com/i/web/status/1990422407849369696"  
[X Link](https://x.com/1rabbitresearch/status/1990422407849369696)  2025-11-17T14:10Z [---] followers, [---] engagements


"Benchmark Co. maintained a Buy rating on Lindblad Expeditions $LIND with a price target of $18. The analyst sees Lindblad benefiting from a significantly broadened and better diversified demand pipeline driven by the long-term extension and global branding rights of its National Geographic partnership as well as new international growth initiatives in markets like the UK and Australia. He also highlights the strategic access to Disneys large and underpenetrated customer base including Disney Vacation Club members and guests on Disney cruises which effectively opens an additional largely new"  
[X Link](https://x.com/1rabbitresearch/status/2012363954140704931)  2026-01-17T03:18Z [---] followers, [--] engagements


"Evercore ISI initiated a Buy rating on Reddit Inc $RDDT with a price target of $320. The analyst believes the current valuation while elevated on traditional metrics is justified by Reddits exceptional projected revenue and EBITDA growth over the next several years which he sees outpacing most peers in the digital advertising and social media space. His forecasts are above consensus and he argues there is still meaningful room to increase revenue per user based on comparable platforms recent product initiatives like R-Max and positive feedback from advertising industry checks. In his view"  
[X Link](https://x.com/1rabbitresearch/status/2012400138069893126)  2026-01-17T05:42Z [---] followers, [---] engagements


"Mizuho raised the price target on SanDisk $SNDK to $600 from $410 and keeps an Outperform rating. The analyst believes pricing tailwinds in the legacy DRAM and NAND markets will drive better sales and margins in [----] for the memory group. Mizuho expects no new NAND wafer capacity in [----] and [----] as NAND demand expands over 20% in [----]. Annualized NAND pricing is estimated to be up 330% year-over-year in [----] and 50% in [----] with tight supply as AI server demand accelerates. https://twitter.com/i/web/status/2016118837692043534 https://twitter.com/i/web/status/2016118837692043534"  
[X Link](https://x.com/1rabbitresearch/status/2016118837692043534)  2026-01-27T11:59Z [---] followers, [---] engagements


"Roth Capital raised the price target on Alphabet $GOOGL to $365 from $310 and keeps a Buy rating ahead of the Q4 earnings report on February [--]. The company's catalysts in the first half of [----] include tensor processing unit chip partnerships Waymo city launches Gemini App user milestones and likely Gemini [---] news. Roth also sees tentpole industry events like FIFA World Cup the Winter Olympics and the U.S. midterm elections offsetting tougher compares in the second half of [----]. It expects the company to modestly beat consensus estimates in Q4."  
[X Link](https://x.com/1rabbitresearch/status/2016133095385141299)  2026-01-27T12:56Z [---] followers, [---] engagements


"BofA has a Buy rating on Amazon $AMZN with a price target of $286. The analyst notes that Amazon outlined the next stage of its grocery strategy which includes expanding perishable delivery & Whole Foods. He notes the Street has long questioned if Amazon would enter a major investment cycle to support its grocery ambitions but he believes today's announcement suggests Amazon is making a simpler - and less costly - shift in strategy. While Amazon will continue to test new store formats BofA believes today's announcement signals growing confidence in Amazon's current strategy and opportunity"  
[X Link](https://x.com/1rabbitresearch/status/2016319533729120609)  2026-01-28T01:16Z [---] followers, [--] engagements


"BofA initiated coverage of Celestica $CLS with a Buy rating and $400 price target. As a leading provider of white-box switches Celestica will be a beneficiary of an AI-driven upgrade boom for high-speed data center switches as well as strong growth in custom ASIC accelerated servers the analyst tells investors. FY27 should be a strong year with many new programs ramping says the analyst who expects continued market share gains. https://twitter.com/i/web/status/2016480828201574804 https://twitter.com/i/web/status/2016480828201574804"  
[X Link](https://x.com/1rabbitresearch/status/2016480828201574804)  2026-01-28T11:57Z [---] followers, [---] engagements


"Oppenheimer raised the price target on Amazon $AMZN to $315 from $305 and keeps an Outperform rating. The analyst cites higher AWS estimates after analyzing Anthropic impact and view as top mega-cap. Oppenheimer is now assuming FY26 AWS revenue growth of 24% vs. Street's 21%. Separately e-commerce margins are beginning to benefit from automation investments and Oppenheimer sees $7B of cost savings by FY27 or 5% uplift to consolidated EBIT. https://twitter.com/i/web/status/2016511262189052254 https://twitter.com/i/web/status/2016511262189052254"  
[X Link](https://x.com/1rabbitresearch/status/2016511262189052254)  2026-01-28T13:58Z [---] followers, [--] engagements


"UBS raised the price target on Meta Platforms $META to $872 from $830 and keeps a Buy rating. EPS revisions for 2026-2027 are likely to skew upward as Meta begins to realize tangible revenue and product benefits from its AI pillars particularly ad monetization engagement gains and business AI with upcoming model releases bringing these closer to reality. https://twitter.com/i/web/status/2016825769352450383 https://twitter.com/i/web/status/2016825769352450383"  
[X Link](https://x.com/1rabbitresearch/status/2016825769352450383)  2026-01-29T10:48Z [---] followers, [---] engagements


"JPMorgan raised the price target on Meta Platforms $META to $825 from $800 and keeps an Overweight rating following the Q4 report. The company showed a path to [----] revenue growth well into the 20% range and emphasized financial guardrails around operating income and earnings growth. JPMorgan believes Meta's Q4 report could put the company back on track toward earning the right to invest. https://twitter.com/i/web/status/2016830428964171889 https://twitter.com/i/web/status/2016830428964171889"  
[X Link](https://x.com/1rabbitresearch/status/2016830428964171889)  2026-01-29T11:06Z [---] followers, [--] engagements


"Roth Capital raised the price target on Meta Platforms $META to $850 from $800 and keeps a Buy rating. The company reported a clean beat in Q4 and raised its Q1 revenue outlook to imply advertising sales growth over 30% year-over-year the fastest since mid-2021. Roth adds that Meta's Reality Labs losses will not grow in [----] versus [----] which is a significant positive inflection. The analyst recommends buying on the shares on the company's AI catalysts in the first half of [----]. https://twitter.com/i/web/status/2016830736691827110 https://twitter.com/i/web/status/2016830736691827110"  
[X Link](https://x.com/1rabbitresearch/status/2016830736691827110)  2026-01-29T11:08Z [---] followers, [---] engagements


"Goldman Sachs lowered the price target on Microsoft $MSFT to $600 from $655 and keeps a Buy rating. Microsoft beat revenue and EPS expectations and guided Azure growth modestly above consensus but the stock reaction reflected another quarter of higher-than-expected capex without a step-up in Azure growth rates. Increased investment in compute for first-party AI applications and internal R&D is positioning Microsoft for stronger strategic and financial returns over the medium-term despite near-term concerns. https://twitter.com/i/web/status/2016831181669782007"  
[X Link](https://x.com/1rabbitresearch/status/2016831181669782007)  2026-01-29T11:09Z [---] followers, [---] engagements


"Barclays raised the price target on Meta Platforms $META to $800 from $770 and keeps an Overweight rating. The analyst says the company back to business in Q4. More impressive than Meta's massive spending growth is its advertising revenue trajectory eclipsing 30% in Q1 which is papering over many investor concerns. Barclays believes Meta continues to set the pace for the digital ad industry with AI "option value still ahead." https://twitter.com/i/web/status/2016832007184273667 https://twitter.com/i/web/status/2016832007184273667"  
[X Link](https://x.com/1rabbitresearch/status/2016832007184273667)  2026-01-29T11:13Z [---] followers, [---] engagements


"Morgan Stanley has been somewhat surprised at Nvidia's $NVDA underperformance year-to-date after a weak close to [----] telling investors that the firm's checks remain very strong and getting stronger. The number of AI beneficiaries are broadening out and there is also concern over potential share which is overblown to begin with says the analyst who thinks a strong Vera Rubin ramp will mitigate any share concerns. Morgan Stanley sees the stock outperforming from here as the company address these concerns in what continues to be a very robust AI environment has an Overweight rating and $250"  
[X Link](https://x.com/1rabbitresearch/status/2016862481541697689)  2026-01-29T13:14Z [---] followers, [---] engagements


"Stifel raised the price target on Microsoft $MSFT to $540 from $520 and keeps a Buy rating. Capacity constraints limited Azure upside and it does not appear investors should expect a meaningful Azure acceleration the next few quarters given management's commentary around the need to balance datacenter supply among their own apps R&D efforts and customer demand. The analyst continues to believe the company must get to a point where Azure growth meaningfully outpaces capex growth rates for the stock to effectively re-rate in coming quarters. https://twitter.com/i/web/status/2016876921997709481"  
[X Link](https://x.com/1rabbitresearch/status/2016876921997709481)  2026-01-29T14:11Z [---] followers, [---] engagements


"Cantor Fitzgerald raised the price target on Meta Platforms $META to $860 from $750 and keeps an Overweight rating. Meta delivered a strong Q4 beat on revenue and EPS and guided to a sharp acceleration in Q1 and FY26 revenue growth driven by AI benefits across its core platforms and a robust [----] product roadmap. While elevated FY26 opex and capex will pressure near-term margins and free cash flow operating income is still expected to grow with AI-driven monetization positioning the company for attractive returns in 2026-2027. https://twitter.com/i/web/status/2016877882606571659"  
[X Link](https://x.com/1rabbitresearch/status/2016877882606571659)  2026-01-29T14:15Z [---] followers, [---] engagements


"Todays $MSFT drawdown is the worst since 2013s 11% drop which was driven by a Surface write-down and soft PC demand. That sentiment faded quickly as Cloud momentum already started to built. But today AI doubts could weigh on the stock longer. Worst selloffs in Microsoft history: - Crash of [--] - Tech crash - GFC - Covid - Azure misses buyside bogey https://t.co/5PxMVrdxq9 Worst selloffs in Microsoft history: - Crash of [--] - Tech crash - GFC - Covid - Azure misses buyside bogey https://t.co/5PxMVrdxq9"  
[X Link](https://x.com/1rabbitresearch/status/2016897519402569902)  2026-01-29T15:33Z [---] followers, [---] engagements


"Morgan Stanley raised the price target on SanDisk $SNDK to $690 from $483 and keeps an Overweight rating. Sandisk results should clear what was a very high bar coming in says the analyst who raised the firm's calendar [----] EPS estimate by greater than 100% with earnings power again resetting higher. Run rate EPS should clear greater than $80 in the second half of [----]. https://twitter.com/i/web/status/2017199494430114091 https://twitter.com/i/web/status/2017199494430114091"  
[X Link](https://x.com/1rabbitresearch/status/2017199494430114091)  2026-01-30T11:33Z [---] followers, [---] engagements


"Barclays raised the price target on Apple $AAPL to $239 from $230 and keeps an Underweight rating. The company's fiscal Q1 results showed strong iPhone demand with Greater China strength a standout. The analyst says Apple guided Q2 up for revenues and gross margin although supply constraints are limiting iPhone upside. Barclays sees increasing risk from memory market dynamics China corrections as well as regulatory and competitive pressures. https://twitter.com/i/web/status/2017200446549717351 https://twitter.com/i/web/status/2017200446549717351"  
[X Link](https://x.com/1rabbitresearch/status/2017200446549717351)  2026-01-30T11:37Z [---] followers, [--] engagements


"Raymond James upgraded SanDisk $SNDK to Outperform from Market Perform with a $725 price target. The analyst sees opportunities for further share upside driven by the demand and pricing implications of an unprecedented datacenter and artificial intelligence cycle. SanDisk's demand is exceptionally strong and likely only growing while supply is tightening to the point of potentially being sold out for the year. Raymond James sees limited new supply coming online in the near term supporting continued strong pricing going forward. It views SanDisk as a key beneficiary of a mix-shift toward"  
[X Link](https://x.com/1rabbitresearch/status/2017201224769294401)  2026-01-30T11:40Z [---] followers, [---] engagements


"Roth Capital raised the price target on Reddit $RDDT to $215 from $210 and keeps a Neutral rating ahead of its Q4 results. Roth expects a beat and raise earnings result adding that it would be a tactical buyer given the stock's recent weakness"  
[X Link](https://x.com/1rabbitresearch/status/2017217926252892305)  2026-01-30T12:46Z [---] followers, [---] engagements


"Bernstein raised the price target on Royal Caribbean $RCL to $380 from $360 and keeps an Outperform rating. Cruise ships "sail on stranger tides" and such is the structural demand opportunity that Royal Caribbean was able to absorb the supply shock and deliver a strong beat and raise quarter the analyst says. https://twitter.com/i/web/status/2017219097596203041 https://twitter.com/i/web/status/2017219097596203041"  
[X Link](https://x.com/1rabbitresearch/status/2017219097596203041)  2026-01-30T12:51Z [---] followers, [--] engagements


"Morgan Stanley maintained a Buy rating on Apple $AAPL with price target of $315. The analyst sees the current iPhone cycle particularly the high-end iPhone [--] lineup as exceptionally strong and driving double-digit revenue growth with demand still outstripping supply. This favorable product mix is helping to counteract rising memory costs as evidenced by Apples surprisingly high gross margin outlook of 4849% for the March quarter well above market expectations. He also notes that Services are performing better than feared which helps ease worries around the App Store and adds a more resilient"  
[X Link](https://x.com/1rabbitresearch/status/2017614554788950043)  2026-01-31T15:02Z [---] followers, [--] engagements


"Roth MKM raised the price target on Laird Superfood $LSF to $6 from $4.50 and keeps a Buy rating. The company's Q2 report exceeded estimates and the management again raised FY24 guidance as Laird's key channels continue to perform well with potential for revenue growth to remain elevated. https://twitter.com/i/web/status/1821559545413415099 https://twitter.com/i/web/status/1821559545413415099"  
[X Link](https://x.com/1rabbitresearch/status/1821559545413415099)  2024-08-08T14:50Z [---] followers, [---] engagements


"Compass Point lowered the price target on Blackstone Secured Lending Fund $BXSL to $32.25 and keeps a Buy rating on the shares. The firm which notes it has characterized Blackstone Secured Lending as the Costco of the BDC space still thinks it has the best combination of characteristics for investing in a BDC in the current economic climate. However it is reducing its target multiple given the headwind from declining base rates. https://twitter.com/i/web/status/1857426205039079526 https://twitter.com/i/web/status/1857426205039079526"  
[X Link](https://x.com/1rabbitresearch/status/1857426205039079526)  2024-11-15T14:11Z [---] followers, [---] engagements


"Barclays raised the price target on Similarweb $SMWB to $12 from $10 and keeps an Overweight rating after the company reported Q2 results The analyst sees reflecting benefits from its new sales reps expansion of its larger customer base and a growing opportunity to be a key data provider for customer's looking to improve their Gen AI applications. The analyst's higher target reflects increased confidence in medium-term growth opportunities and improving profitability. https://twitter.com/i/web/status/1955929237153833326 https://twitter.com/i/web/status/1955929237153833326"  
[X Link](https://x.com/1rabbitresearch/status/1955929237153833326)  2025-08-14T09:47Z [---] followers, [---] engagements


"BMO Capital raised the price target on Vital Farms $VITL to $60 from $50 and keeps an Outperform rating after meeting with its management team to discuss the company's asset light business model runway for growth capacity expansion projects and exogenous forces. The analyst has come away with greater confidence in its rating reflecting the long runway for growth in pasture raised eggs strong visibility on Vital's farmer pipeline and capacity expansion projects and Vital's ability to manage exogenous factors. https://twitter.com/i/web/status/1962855990476362078"  
[X Link](https://x.com/1rabbitresearch/status/1962855990476362078)  2025-09-02T12:31Z [---] followers, [---] engagements


"Stifel initiated coverage of TAT Technologies $TATT with a Buy rating and $44 price target. The analyst believes the company is positioned for continued double-digit organic revenue growth margin expansion and to further leverage the attractive aerospace aftermarket industry via accretive acquisitions. TAT has successfully refocused its business on the attractive growth area of aviation maintenance repair and overhaul services. https://twitter.com/i/web/status/1967780699664261404 https://twitter.com/i/web/status/1967780699664261404"  
[X Link](https://x.com/1rabbitresearch/status/1967780699664261404)  2025-09-16T02:40Z [---] followers, [---] engagements


"Piper Sandler raised the price target on Heritage Insurance $HRTG to $34 from $28 and keeps an Overweight rating following quarterly results. The analyst says that while the unexpectedly high level of attritional loss is something to watch the overall bottom line was an exceptional 49% ROE. https://twitter.com/i/web/status/1986779026770325811 https://twitter.com/i/web/status/1986779026770325811"  
[X Link](https://x.com/1rabbitresearch/status/1986779026770325811)  2025-11-07T12:53Z [---] followers, [---] engagements


"Benchmark initiated coverage of Vital Farms $VITL with a Buy rating and $60 price target. The firm views the company as a tentpole investment for growth-oriented investors. Vital's exceptional Q3 report enhances confidence in its Q4 and [----] outlooks which can support a premium multiple relative to the current depressed valuation. Benchmark believes believe Vital has a sustainable runway of double-digit growth that is overlooked at the current valuation. https://twitter.com/i/web/status/1988913162507190754 https://twitter.com/i/web/status/1988913162507190754"  
[X Link](https://x.com/1rabbitresearch/status/1988913162507190754)  2025-11-13T10:13Z [---] followers, [---] engagements


"TD Cowen raised the price target on MDxHealth $MDXH to $7 from $5 and keeps a Buy rating. The analyst said 3Q sales were just shy of consensus with margins/EBITDA better. [----] should see accelerating sales growth as ExoDx integration takes full effect which combined with OpEx control will enable expanding positive EBITDA supporting a favorable view on the shares. https://twitter.com/i/web/status/1988971407297184152 https://twitter.com/i/web/status/1988971407297184152"  
[X Link](https://x.com/1rabbitresearch/status/1988971407297184152)  2025-11-13T14:05Z [---] followers, [---] engagements


"BTIG raised the price target on MDxHealth $MDXH to $7 from $6 and keeps a Buy rating. The company drove a big uplift in its liquid-based test volumes in Q3 in part due to strength from its Resolve test and new contribution from its recently acquired ExoDx test which the company recently acquired from Bio-Techne. MDxHealth's reported Q3 was also highlighted by robust volume growth. https://twitter.com/i/web/status/1988972705140597230 https://twitter.com/i/web/status/1988972705140597230"  
[X Link](https://x.com/1rabbitresearch/status/1988972705140597230)  2025-11-13T14:10Z [---] followers, [---] engagements


"TD Cowen maintained a Buy rating on MDxHealth $MDXH with a price target of $7. Despite a slight miss in third-quarter sales the company showed strong margins and EBITDA performance largely attributed to strategic changes following the acquisition of ExoDx. This acquisition is expected to drive significant sales growth by [----] as the integration of ExoDx takes full effect alongside operational expense control which will enhance EBITDA and support a favorable view on the stock. Furthermore MDxHealths decision to focus on high-return products like ExoDx GPS Confirm and Resolve is anticipated to"  
[X Link](https://x.com/1rabbitresearch/status/1989944371609755950)  2025-11-16T06:31Z [---] followers, [---] engagements


"William Blair reiterated a bullish stance on $MDXH stock with a Buy rating. Despite a slight miss in third-quarter revenue expectations the company maintained profitability and reduced cash usage significantly. The managements decision to delay the launch of germline testing and focus on the integration of ExoDx is seen as a strategic move that supports long-term growth prospects. The companys revenue guidance remains strong and the integration of ExoDx is expected to contribute positively offsetting any short-term challenges. The stock is currently trading at a valuation that appears to"  
[X Link](https://x.com/1rabbitresearch/status/1989947979340423206)  2025-11-16T06:45Z [---] followers, [---] engagements


"Needham maintained a Buy rating on Amazon $AMZN with PT of $265. Amazons focus on ROIC and FCF has historically guided its capital allocation decisions ensuring that increased capital expenditures are directly tied to revenue growth and customer demand. This disciplined approach is a hallmark of Amazons corporate culture benefiting shareholders through the successful development of large-scale businesses. Additionally Amazons logistical capabilities have been crucial to its success allowing it to expand energy availability and develop custom silicon chips which have helped it avoid the demand"  
[X Link](https://x.com/1rabbitresearch/status/1992562133880525308)  2025-11-23T11:53Z [---] followers, [---] engagements


"Bank of America maintained a Buy rating on InterContinental Hotels Group $IHG. The companys business model shows significant room for monetization particularly in non-Revenue per Available Room (RevPAR) fees. IHGs current earnings from credit card licensing fees are substantially lower than its peers suggesting potential for growth especially with further brand development in the US upscale market. Additionally the company anticipates substantial growth in branded residence fees especially with the expansion in the Luxury & Lifestyle segment. Furthermore IHGs investments in technology and"  
[X Link](https://x.com/1rabbitresearch/status/1992565575357206719)  2025-11-23T12:07Z [---] followers, [---] engagements


"Jefferies upgraded InterContinental $IHG to Buy from Hold with a [-----] GBp price target. When growth is limited across the consumer industry Hotels is an attractive place offering a positive short- and medium-term set-up and with RevPAR not the primary driver anymore. The post-pandemic travel boom is not a flash in the pan as structural drivers are powering the sector forward while consumers are shifting spend from goods to experiences governments are investing and the global middle class is expanding. https://twitter.com/i/web/status/1999283199730753671"  
[X Link](https://x.com/1rabbitresearch/status/1999283199730753671)  2025-12-12T01:00Z [---] followers, [--] engagements


"TD Cowen initiated coverage of Constellation Energy $CEG with a Buy rating and $440 price target. The analyst cautions that regulatory risk remains elevated but believes the Calpine integration provides a compelling opportunity for contracting and deals will continue to be signed through [----] above forward curve prices. Gas PPA deals offer intriguing upside potential on top of Constellation's existing nuclear fleet. https://twitter.com/i/web/status/2009589971813085604 https://twitter.com/i/web/status/2009589971813085604"  
[X Link](https://x.com/1rabbitresearch/status/2009589971813085604)  2026-01-09T11:36Z [---] followers, [---] engagements


"Jefferies maintained a Buy rating on InterContinental Hotels $IHG with a price target of $160. The analyst anticipates a robust FY25 outcome underpinned by strengthening RevPAR stable net unit growth and a recovery in ancillary fee income all of which are expected to push adjusted EPS growth above the companys medium-term target range. This outlook suggests that InterContinental Hotels is executing well operationally and is positioned to deliver another year of superior earnings expansion relative to peers. https://twitter.com/i/web/status/2012353252390760704"  
[X Link](https://x.com/1rabbitresearch/status/2012353252390760704)  2026-01-17T02:36Z [---] followers, [---] engagements


"Bernstein maintained a Buy rating on Royal Caribbean $RCL with a price target of $360. Royal Caribbeans latest quarter showed solid constant-currency net yield expansion and an EBITDA outcome ahead of expectations but the more important driver is managements outlook. Full-year [----] yield guidance while modest appears sufficient to ease worries about Caribbean pricing pressure especially when combined with an upgrade to earnings per share that sits above consensus even before considering the benefit of share repurchases. The softer yield outlook for the first quarter is largely framed as a"  
[X Link](https://x.com/1rabbitresearch/status/2017778955953311884)  2026-02-01T01:56Z [---] followers, [---] engagements


"Wolfe Research reiterated a Buy rating on Meta Platforms $META with a price target of $850. The analyst highlights that revenue momentum is accelerating more sharply than previously expected with managements guidance implying robust top-line growth supported by better ad relevance higher engagement and new product monetization. He also notes that Metas shares still trade at a noticeable earnings multiple discount versus key peers such as Alphabet leaving room for the valuation gap to narrow as execution remains strong and the growth profile improves. The analyst further emphasizes that the"  
[X Link](https://x.com/1rabbitresearch/status/2017842914504958231)  2026-02-01T06:10Z [---] followers, [---] engagements


"Bank of America Securities reiterated a Buy rating on Meta Platforms $META today with a price target of $885. Metas latest quarter delivered revenue and earnings that clearly surpassed market forecasts with advertising growth materially outpacing the broader sector and operating income benefitting from lower costs. Management also issued first-quarter guidance that implies a meaningful acceleration in growth underpinned by multiple AI models that are boosting engagement and advertising effectiveness. Despite outlining a sizeable step-up in future spending and capital investments the company"  
[X Link](https://x.com/1rabbitresearch/status/2017843474108977303)  2026-02-01T06:12Z [---] followers, [--] engagements


"J.P. Morgan maintained a Buy rating on Meta Platforms $META with a price target of $825. The analyst sees Meta entering a period of accelerated top-line growth with near-term revenue expansion approaching the 30% range and supporting a path to sustaining growth well into the 20% range in [----] even against elevated expense and capex plans. He also highlights managements commitment to financial discipline: they have outlined guardrails around operating income growth signaled that Reality Labs losses should peak around [----] and still leave room for positive free cash flow albeit modest as the"  
[X Link](https://x.com/1rabbitresearch/status/2017845122533364021)  2026-02-01T06:19Z [---] followers, [---] engagements


"Morgan Stanley resumed coverage of Disney $DIS with an Overweight rating and $135 price target. The analyst sees a compelling risk/reward at current levels given its expectations that Disney will post double-digit adjusted earnings growth in fiscal [----] and beyond. The company's core streaming and parks trends are healthy and positioned for a growth acceleration in the second half of the year. https://twitter.com/i/web/status/2018654339431121275 https://twitter.com/i/web/status/2018654339431121275"  
[X Link](https://x.com/1rabbitresearch/status/2018654339431121275)  2026-02-03T11:54Z [---] followers, [--] engagements


"BMO Capital keeps an Outperform rating and $304 price target on Amazon $AMZN. The analyst says the firm's channel checks continue to support AWS's growth acceleration though competition and capacity constraints still keep a lid on upside potential. Retail sales remain healthy but consumer confidence keeps moving in the opposite direction indicating an unsustainable macro. BMO adds however that the ongoing roll-out of Same-Day buildings with lower CapEx than fulfillment centers while improving the customer experience will unlock Retail free cash flow this year and beyond."  
[X Link](https://x.com/1rabbitresearch/status/2018668122979352747)  2026-02-03T12:49Z [---] followers, [---] engagements


"Morgan Stanley raised the price target on Royal Caribbean $RCL to $330 from $290 and keeps an Equal Weight rating. The analyst which thinks Royal remains the most impressive of the large ocean cruise lines sees its superior sea and land product strong cost control and heavy capex driving EPS to nearly double FY25-30 to greater than $30. However near-term yield momentum is slowing and the firm's wave channel checks are mixed adds the analyst who argues that last week's 19% stock price jump looks overdone. https://twitter.com/i/web/status/2018679442986402216"  
[X Link](https://x.com/1rabbitresearch/status/2018679442986402216)  2026-02-03T13:34Z [---] followers, [--] engagements


"BofA raised the price target on Capital One $COF to $233 from $223 and keeps a Buy rating following the completion of the acquisition of Discover Financial on Monday. The strategic optionality around the closed loop Discover network could materially enhance Capital One's offering in the deposit bank and card franchises. The firm also thinks credit metrics are trending in the right direction and expense synergies should be readily achievable. https://twitter.com/i/web/status/1925187141564502332 https://twitter.com/i/web/status/1925187141564502332"  
[X Link](https://x.com/1rabbitresearch/status/1925187141564502332)  2025-05-21T13:49Z [---] followers, [---] engagements


"Truist raised the price target on AAR Corp $AIR to $90 from $81 and keeps a Buy rating after its Q1 earnings beat. The company's parts distribution business continues to pace the top line strength benefiting from both government and commercial demand while margins - though down sequentially on seasonality - increased from last year. Commercial aftermarket demand for AAR also remains healthy. https://twitter.com/i/web/status/1970861033884713000 https://twitter.com/i/web/status/1970861033884713000"  
[X Link](https://x.com/1rabbitresearch/status/1970861033884713000)  2025-09-24T14:41Z [---] followers, [---] engagements


"KeyBanc raised the price target on AAR Corp $AIR to [--] from $86 and keeps an Overweight rating. Post the firm's proprietary Q3 Plane Chain survey of aerospace suppliers KeyBanc sees a meaningful step-up in A&D OEM order activity post a period of destocking and subdued OEM build rates. The firm remains confident on enduring tightness within the A&D aftermarket and strength within Space & Defense. https://twitter.com/i/web/status/1972609316118003771 https://twitter.com/i/web/status/1972609316118003771"  
[X Link](https://x.com/1rabbitresearch/status/1972609316118003771)  2025-09-29T10:28Z [---] followers, [---] engagements


"Needham maintained a Buy rating on Similarweb $SMWB with a price target of $14. While the company reported revenue and cRPO growth that were slightly below expectations it demonstrated improved profitability and strong customer metrics particularly with the addition of [--] new customers with annual recurring revenue exceeding $100k. Furthermore Similarwebs strategic focus on the upmarket segment and recent adjustments in sales capacity have contributed to meaningful margin improvements. These factors if maintained could help the company achieve double-digit operating margins by the end of"  
[X Link](https://x.com/1rabbitresearch/status/1990246658978841059)  2025-11-17T02:32Z [---] followers, [---] engagements


"William Blair maintained a bullish stance on Similarweb $SMWB with a Buy rating. The company reported revenue growth in line with expectations despite challenges from previous periods. Notably Similarwebs profitability exceeded guidance showcasing effective cost management and sales execution. The companys focus on AI-driven solutions and a strong sales pipeline further supports its growth potential. Additionally Similarwebs strategic hiring and optimization of sales resources are expected to enhance productivity and meet increasing demand. The companys decision to maintain its full-year"  
[X Link](https://x.com/1rabbitresearch/status/1990250650215567570)  2025-11-17T02:48Z [---] followers, [---] engagements


"Needham reiterated a Buy rating on Similarweb $SMWB with a price target of $14. The company is poised to capitalize on its LLM data opportunity which management believes could evolve into a significant revenue stream potentially reaching $1 billion. This optimism is supported by the current engagement with three major tech companies although the revenue may initially be uneven as it undergoes validation. Additionally the analyst notes improvements in Similarwebs GTM strategies which are expected to enhance new sales in the fourth quarter and continue into fiscal year [----]. The company is also"  
[X Link](https://x.com/1rabbitresearch/status/1992585620246475060)  2025-11-23T13:26Z [---] followers, [---] engagements


"RBC Capital raised the price target on AAR Corp. $AIR to $90 from $85 and keeps an Outperform rating. The analyst is updating AAR Corp estimates to include the company's two recent acquisitions - ADI and HAECO - and its follow-on equity raise. Although initially dilutive the long-term opportunity to expand company margins remains intact as AAR delivers on adding scale and limiting its USM exposure. https://twitter.com/i/web/status/1993674125655912485 https://twitter.com/i/web/status/1993674125655912485"  
[X Link](https://x.com/1rabbitresearch/status/1993674125655912485)  2025-11-26T13:32Z [---] followers, [---] engagements


"JPMorgan upgraded Siemens Energy $SMNEY to Overweight from Neutral with a price target of EUR [---] up from EUR [---]. The firm also added the shares to its Analyst Focus List. It says Siemens Energy is a powerful free cash flow machine into the 2040s"  
[X Link](https://x.com/1rabbitresearch/status/1996546955300962768)  2025-12-04T11:47Z [---] followers, [---] engagements


"H.C. Wainwright raised the price target on Intellicheck $IDN to $8.50 from $6 and keeps a Buy rating. The company is frowning traction in new verticals and the analyst upped estimates and assigns the shares a higher multiple"  
[X Link](https://x.com/1rabbitresearch/status/2000923254832423002)  2025-12-16T13:37Z [---] followers, [---] engagements


"Jefferies initiated coverage of AAR Corp. $AIR with a Buy rating and $100 price target. Since [----] AAR's five deals have transformed it into having a full-service aviation aftermarket portfolio enabled by an intellectual property stack and recurring software solutions. The diversification into predictable higher-margin channels gives credibility to the firm's estimate 11% growth compound annual growth rate to [----]. https://twitter.com/i/web/status/2001270482205589909 https://twitter.com/i/web/status/2001270482205589909"  
[X Link](https://x.com/1rabbitresearch/status/2001270482205589909)  2025-12-17T12:37Z [---] followers, [---] engagements


"Truist raised the price target on AAR Corp. $AIR to $99 from $90 and keeps a Buy rating. Results exceeded expectations on organic growth and recent acquisitions though free cash flow fell short and management raised FY26 organic revenue growth to 11% from 10%. While the Q3 revenue outlook is above Street adjusted operating margins are expected to remain somewhat depressed near-term due to HAECO acquisition dilution with margin improvement hinging on synergies and cost reductions and strong part sales supporting top-line momentum. https://twitter.com/i/web/status/2008877958698520790"  
[X Link](https://x.com/1rabbitresearch/status/2008877958698520790)  2026-01-07T12:26Z [---] followers, [---] engagements


"KeyBanc raised the price target on AAR Corp. $AIR to $109 from $93 and keeps an Overweight rating. The analyst cites higher estimates and multiple expansion. Post its proprietary Q4 [----] Plane Chain survey of aerospace suppliers KeyBanc sees a meaningful step-up in A&D OEM order activity post a period of destocking and subdued OEM build rates. The firm's [----] and beyond aircraft and jet engine builds expectations are intact while sector inventories appear more normalized. KeyBanc remains confident on enduring tightness within the A&D aftermarket and strength within Space & Defense."  
[X Link](https://x.com/1rabbitresearch/status/2011442937058726272)  2026-01-14T14:19Z [---] followers, [--] engagements


"Craig-Hallum raised the price target on Laird Superfood $LSF to $12 from $7 and keeps a Buy rating. The firm cites better-than-expected sales and gross margin for the year and its belief that there could be further upward revisions to its estimates if the company continues to execute well. https://twitter.com/i/web/status/1854537394776596632 https://twitter.com/i/web/status/1854537394776596632"  
[X Link](https://x.com/1rabbitresearch/status/1854537394776596632)  2024-11-07T14:52Z [---] followers, [---] engagements

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