# ![@matthewmenster Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::291704398.png) @matthewmenster Matt's Trading Tools

Matt's Trading Tools posts on X about target, ai, in the, bullish the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::291704398/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::291704398/c:line/m:interactions.svg)

- [--] Week [-----] -33%
- [--] Month [------] +77%
- [--] Year [------] +16,779%

### Mentions: [--] [#](/creator/twitter::291704398/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::291704398/c:line/m:posts_active.svg)

- [--] Week [--] -9.50%
- [--] Month [---] +450%
- [--] Year [---] +12,450%

### Followers: [---] [#](/creator/twitter::291704398/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::291704398/c:line/m:followers.svg)

- [--] Week [---] +0.19%
- [--] Month [---] +1.30%
- [--] Year [---] +4.50%

### CreatorRank: [---------] [#](/creator/twitter::291704398/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::291704398/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  49.61% [finance](/list/finance)  28.68% [technology brands](/list/technology-brands)  17.83% [cryptocurrencies](/list/cryptocurrencies)  4.65% [gaming](/list/gaming)  1.55% [social networks](/list/social-networks)  1.55% [financial services](/list/financial-services)  0.78% [automotive brands](/list/automotive-brands)  0.78%

**Social topic influence**
[target](/topic/target) 17.05%, [ai](/topic/ai) 12.4%, [in the](/topic/in-the) 6.98%, [bullish](/topic/bullish) 6.2%, [this is](/topic/this-is) 4.65%, [$shop](/topic/$shop) 4.65%, [stocks](/topic/stocks) 3.88%, [gold](/topic/gold) 3.88%, [bearish](/topic/bearish) 3.88%, [oracle](/topic/oracle) 3.1%

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

**Top assets mentioned**
[Shopify Inc (SHOP)](/topic/$shop) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Oracle Corporation (ORCL)](/topic/$orcl) [Cognex, Corp. (CGNX)](/topic/$cgnx) [UnitedHealth Group (UNH)](/topic/$unh) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [BorgWarner Inc. (BWA)](/topic/$bwa) [Cisco Systems Inc (CSCO)](/topic/$csco) [Century Aluminum Co (CENX)](/topic/$cenx) [Falcon Finance (FF)](/topic/$ff) [Arista Networks Inc (ANET)](/topic/$anet) [Align Technology, Inc. (ALGN)](/topic/$algn) [AppLovin Corporation (APP)](/topic/$app) [Erasca, Inc.  (ERAS)](/topic/$eras) [Coherent Inc (COHR)](/topic/$cohr) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Emerson Electric Co. (EMR)](/topic/$emr) [Bloom Energy Corporation (BE)](/topic/$be) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Synaptics Inc (SYNA)](/topic/$syna) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Medtronic PLC (MDT)](/topic/medtronic) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Inhibikase Therapeutics, Inc. (IKT)](/topic/$ikt) [Invivyd, Inc. (IVVD)](/topic/$ivvd) [Spruce Biosciences, Inc. (SPRB)](/topic/$sprb) [Heart Test Laboratories Inc. (HSCS)](/topic/$hscs) [Agnico Eagle Mines Ltd. (AEM)](/topic/agnico-eagle) [BellRing Brands, Inc. (BRBR)](/topic/$brbr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Viasat Inc (VSAT)](/topic/$vsat) [Enphase Energy Inc (ENPH)](/topic/$enph) [Entegris, Inc. (ENTG)](/topic/$entg) [Juniper Networks, Inc. (JNPR)](/topic/$jnpr) [Mirum Pharmaceuticals, Inc. Common Stock (MIRM)](/topic/$mirm) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk)
### Top Social Posts
Top posts by engagements in the last [--] hours

"5 stocks analysts predict to move 100% to 300% higher $SURG $IKT $IVVD $SPRB $HSCS"  
[X Link](https://x.com/matthewmenster/status/2005617815567609955)  2025-12-29T12:32Z [---] followers, [---] engagements


"Timing: Sell into any bounce toward the $350 level as the market digests the new lower valuation floor. **Not financial advice**"  
[X Link](https://x.com/anyuser/status/2021933608412368990)  2026-02-12T13:05Z [---] followers, [--] engagements


"Cisco Systems ($CSCO) Evercore ISI: Upgrade to Outperform This is a "structural change" call. Evercore is signaling that the "digestion period" for networking hardware is over"  
[X Link](https://x.com/matthewmenster/status/2015781425157464191)  2026-01-26T13:38Z [---] followers, [--] engagements


"The "valuation air" is being let out of the balloon as investors demand to see more bottom-line contribution from Copilot relative to the billions spent on chips"  
[X Link](https://x.com/matthewmenster/status/2015781452118454322)  2026-01-26T13:38Z [---] followers, [--] engagements


"BEST Bullish Setup: Cisco Systems (CSCO) Reasoning: The Evercore upgrade to $100 provides a massive "valuation floor" for a stock that has been dead money for years. As a laggard in the AI trade CSCO offers a lower-risk entry into the AI infrastructure theme compared to NVDA or AVGO. https://twitter.com/i/web/status/2015781454735724781 https://twitter.com/i/web/status/2015781454735724781"  
[X Link](https://x.com/matthewmenster/status/2015781454735724781)  2026-01-26T13:38Z [---] followers, [--] engagements


"3 ACTIONABLE ANALYST ACTIONS FOR FEB [--] 2026: $CENX $FF $DQ Century Aluminum $CENX B. Riley Securities: PT Increase to $64 (from $37) This massive 73% price target hike suggests a total re-rating of how the market values domestic primary aluminum production. B"  
[X Link](https://x.com/matthewmenster/status/2018673749571055956)  2026-02-03T13:11Z [---] followers, [---] engagements


"inevitable acquisition target for majors like Barrick $B or Agnico Eagle $AEM who need to replace dwindling reserves. The Strategy: This is a "leverage play." For every 1% move in gold developers like FF typically move 3-5% due to their fixed cost base"  
[X Link](https://x.com/matthewmenster/status/2018673770265739740)  2026-02-03T13:11Z [---] followers, [--] engagements


"aqo New Energy $DQ GLJ Research: Downgrade Buy to Sell (PT $18.13) GLJ Research is known for being contrarian and aggressive and this "double-notch" sentiment shift (Buy to Sell) suggests a fundamental break in the solar polysilicon thesis"  
[X Link](https://x.com/matthewmenster/status/2018673772572574067)  2026-02-03T13:11Z [---] followers, [--] engagements


"The "Why": The analyst is likely aligning the stock more closely with its underlying BTC holdings and core software business stripping away the "proxy" premium that fueled its 2024/2025 run"  
[X Link](https://x.com/matthewmenster/status/2019044881004466496)  2026-02-04T13:46Z [---] followers, [--] engagements


"BellRing Brands (BRBR) Stifel: PT Cut to $34"  
[X Link](https://x.com/matthewmenster/status/2019044883395203394)  2026-02-04T13:46Z [---] followers, [--] engagements


"The "Why": Analysts are seeing Oracles OCI (Oracle Cloud Infrastructure) emerge as the preferred secondary provider for AI startups that are being priced out of Azure or AWS"  
[X Link](https://x.com/matthewmenster/status/2020866243931017217)  2026-02-09T14:23Z [---] followers, [--] engagements


"Sympathy Play: This is a massive tailwind for NVIDIA (NVDA) and Arista Networks (ANET) as it confirms sustained enterprise demand for data center build-outs"  
[X Link](https://x.com/matthewmenster/status/2020866246762176639)  2026-02-09T14:23Z [---] followers, [--] engagements


"Competitive Context: This puts pressure on Unity (U) and Meta (META) as Roblox captures more "time spent" among Gen Z and Alpha"  
[X Link](https://x.com/matthewmenster/status/2020866259122872630)  2026-02-09T14:23Z [---] followers, [--] engagements


"Self-directed traders only need [--] thing to be successful: edge. gives it to them. See today's posts from a couple of our members: $ENPH $VSAT $ALGN http://Tradethegrade.com http://Tradethegrade.com"  
[X Link](https://x.com/matthewmenster/status/2021343655345389657)  2026-02-10T22:00Z [---] followers, [---] engagements


"woah - $CGNX quadruple upgrade (raised four levels)"  
[X Link](https://x.com/matthewmenster/status/2000942309626798362)  2025-12-16T14:53Z [---] followers, [---] engagements


"$ENTG (Entegris) Notable u/g today - watch it on dips"  
[X Link](https://x.com/matthewmenster/status/2011950687983206475)  2026-01-15T23:56Z [---] followers, [--] engagements


"Its a rotation out of expensive semi-caps into "cheaper" infrastructure proxies. Sympathy Play: Watch $ANET and $JNPR; if Cisco is seeing tailwinds the entire networking stack is likely undervalued relative to AI compute"  
[X Link](https://x.com/matthewmenster/status/2015781430182207725)  2026-01-26T13:38Z [---] followers, [--] engagements


"The "Why": The $700 PT suggests Needham believes $APP has built a "moat" in mobile advertising that even Apples privacy changes cant touch. This is a re-rating from a "software tool" to an "AI platform.""  
[X Link](https://x.com/matthewmenster/status/2015781438692466998)  2026-01-26T13:38Z [---] followers, [--] engagements


"$MIRM $ERAS $SRRK $BWAY HC Wainwright: Target Price Hikes This coordinated move by HC Wainwright suggests a bullish outlook on the Biotech M&A cycle. $MIRM (Mirum Pharmaceuticals): The move to $130 suggests high confidence in their expanded rare liver disease portfolio"  
[X Link](https://x.com/matthewmenster/status/2015781444400865308)  2026-01-26T13:38Z [---] followers, [---] engagements


"Keros Therapeutics $KRRO Piper Sandler & HC Wainwright: Double Upgrade The Context: This is a massive "catch-up" move. Piper Sandlers 172% price target increase (from $11 to $30) suggests a fundamental re-rating of their hematology/cardiovascular pipeline. This usually happens following breakthrough Phase II/III data that de-risks the asset for a potential M&A exit. The "Why": Analysts are likely seeing KRRO as a primary beneficiary in the pulmonary arterial hypertension (PAH) space potentially challenging incumbents with a superior safety profile. Sympathy Play: Watch GOSS and MRK (Merck)."  
[X Link](https://x.com/matthewmenster/status/2016866002097541464)  2026-01-29T13:28Z [---] followers, [--] engagements


"5 Stocks Analysts Project To Finish Q1 [----] Strong: [--]. $INOD"  
[X Link](https://x.com/matthewmenster/status/2017967746525327543)  2026-02-01T14:26Z [---] followers, [---] engagements


"The Thesis: As global power grids transition aluminum (an "energy-in-solid-form" commodity) is becoming harder to produce profitably. $CENX as a key U.S. producer is a direct beneficiary of "friend-shoring" and potential new tariffs on subsidized imports"  
[X Link](https://x.com/matthewmenster/status/2018673757640966246)  2026-02-03T13:11Z [---] followers, [--] engagements


"The Catalyst: Expectation of a tightening global supply-demand balance and potential government incentives for low-carbon aluminum production. Sympathy Plays: Keep a close eye on Alcoa $AA and Constellium $CSTM"  
[X Link](https://x.com/matthewmenster/status/2018673759981359460)  2026-02-03T13:11Z [---] followers, [--] engagements


"First Mining Gold $FF HC Wainwright & Co.: PT Increase to $1 (from $0.45) A 122% increase in price target for a developer like First Mining Gold signals that the market is finally moving from "exploration risk" to "asset monetization." Wainwright is responding to the widening"  
[X Link](https://x.com/matthewmenster/status/2018673762435014674)  2026-02-03T13:11Z [---] followers, [--] engagements


"gap between spot gold prices and the enterprise value of ounces still in the ground. The "Why": At current gold levels Tier-1 jurisdiction projects (like Springpole in Ontario) move from "marginal" to "cash cows." This PT hike reflects a belief that the project is now an"  
[X Link](https://x.com/matthewmenster/status/2018673764880277960)  2026-02-03T13:11Z [---] followers, [--] engagements


"Sector Context: This provides a sentiment lift to SolarEdge (SEDG) and First Solar (FSLR) suggesting the worst of the 2024-2025 solar winter is over"  
[X Link](https://x.com/matthewmenster/status/2019044851640058250)  2026-02-04T13:46Z [---] followers, [--] engagements


"ACTIONABLE ANALYST ACTIONS FOR FEB 5TH: $COHR $SIMO $SNAP $FUBO $UNH $EMR $UBER"  
[X Link](https://x.com/matthewmenster/status/2019414916214489298)  2026-02-05T14:16Z [---] followers, [---] engagements


"Snap Inc. (SNAP) B. Riley: Upgrade to Buy The Context: This upgrade is a classic "inflection point" call"  
[X Link](https://x.com/matthewmenster/status/2019414936242274504)  2026-02-05T14:16Z [---] followers, [--] engagements


"UnitedHealth Group (UNH) Mizuho: PT Cut to $350"  
[X Link](https://x.com/matthewmenster/status/2019414975228284979)  2026-02-05T14:17Z [---] followers, [--] engagements


"Emerson Electric (EMR) Deutsche Bank: Downgrade to Hold The Context: A signal that the "Industrial Renaissance" may be pausing. Emerson has been a darling of the automation trade but Deutsche Bank is stepping to the sidelines"  
[X Link](https://x.com/matthewmenster/status/2019414991250592211)  2026-02-05T14:17Z [---] followers, [--] engagements


"Bearish Setup: UnitedHealth Group (UNH) Reasoning: When a heavyweight like Mizuho slashes a price target by nearly 20% it signals a "regime change" for the stock"  
[X Link](https://x.com/matthewmenster/status/2019415004739502201)  2026-02-05T14:17Z [---] followers, [--] engagements


"@DeItaone $COHR nice upgrade today - in that space Walter"  
[X Link](https://x.com/matthewmenster/status/2019419802503414271)  2026-02-05T14:36Z [---] followers, [---] engagements


"Incredibly bullish for Ai power names like $GEV $BE $VST $OKLO BIG TECH TO POUR $650B INTO AI IN [----] $GOOGL $AMZN $META and $MSFT plan to spend about $650 billion next year on data centers chips and infrastructure as the AI race intensifies a level of investment unmatched this century. Spending is up roughly 60% year over year https://t.co/h0DY1zgxU6 BIG TECH TO POUR $650B INTO AI IN [----] $GOOGL $AMZN $META and $MSFT plan to spend about $650 billion next year on data centers chips and infrastructure as the AI race intensifies a level of investment unmatched this century. Spending is up"  
[X Link](https://x.com/matthewmenster/status/2019755978820895060)  2026-02-06T12:52Z [---] followers, [---] engagements


"ACTIONABLE ANALYST ACTIONS FOR FEB [--] 2026: $MTSI $MCHP $SYNA $TEAM $SIRI $CLGN $NBP"  
[X Link](https://x.com/matthewmenster/status/2019773540560441702)  2026-02-06T14:01Z [---] followers, [---] engagements


"Sirius XM Holdings (SIRI) Seaport Global: Downgrade to Neutral The "yield play" narrative for Sirius is breaking down. Seaport is signaling that the competitive threat from integrated car platforms (Apple/Google) is finally eroding the moat"  
[X Link](https://x.com/matthewmenster/status/2019773606255837354)  2026-02-06T14:02Z [---] followers, [--] engagements


"CollPlant Biotechnologies (CLGN) D. Boral Capital: Downgrade to Hold A downgrade in the regenerative medicine space usually points to a funding or partnership gap. The "Why": Boral likely sees a "wait and see" period ahead for their 3D-bioprinted tissues"  
[X Link](https://x.com/matthewmenster/status/2019773611054108676)  2026-02-06T14:02Z [---] followers, [--] engagements


"$RBLX $ORCL $BE $MDT $SHOP $HIMS $ALGN Actionable Analyst Actions Feb 9th"  
[X Link](https://x.com/matthewmenster/status/2020866220233208296)  2026-02-09T14:23Z [---] followers, [---] engagements


"DOMINANT THEMES Todays market activity reveals two core narratives: Enterprise AI Monetization and a MedTech Quality Re-rating"  
[X Link](https://x.com/matthewmenster/status/2020866223362162718)  2026-02-09T14:23Z [---] followers, [--] engagements


"We are seeing a distinct shift away from speculative consumer growth (as evidenced by the Shopify and Hims & Hers caution) toward "infrastructure winners" and healthcare incumbents that have successfully integrated digital efficiencies"  
[X Link](https://x.com/matthewmenster/status/2020866228831621373)  2026-02-09T14:23Z [---] followers, [--] engagements


"The Oracle and Roblox upgrades suggest that the market is finally rewarding platforms that can prove utility and margin expansion rather than just user growth. THE UPGRADES (BULLISH CONTEXT)"  
[X Link](https://x.com/matthewmenster/status/2020866231373283645)  2026-02-09T14:23Z [---] followers, [--] engagements


"Oracle (ORCL) DA Davidson: Upgrade to Buy"  
[X Link](https://x.com/matthewmenster/status/2020866237098594512)  2026-02-09T14:23Z [---] followers, [--] engagements


"DA Davidson is signaling that the "Cloud Infrastructure Lag" is officially over. While the price target remained steady at $180 the upgrade to Buy suggests that Oracles valuation has finally caught up to its fundamental strength in the GPU-as-a-Service (GPUaaS) space"  
[X Link](https://x.com/matthewmenster/status/2020866239480902075)  2026-02-09T14:23Z [---] followers, [--] engagements


"Medtronic (MDT) & Align Technology (ALGN) Needham & HSBC: Upgrades to Buy We are seeing a coordinated "Risk-On" signal in Medical Technology"  
[X Link](https://x.com/matthewmenster/status/2020866262117609753)  2026-02-09T14:23Z [---] followers, [--] engagements


"Medtronic (PT $121) and Align (PT $200) both represent high-quality names that suffered during the high-interest-rate environment but are now benefiting from a recovery in elective procedure volumes"  
[X Link](https://x.com/matthewmenster/status/2020866264646693242)  2026-02-09T14:23Z [---] followers, [--] engagements


"The "Why": For ALGN the 33% PT hike suggests HSBC believes the "consumer wallet" for dental aesthetics is bottoming out. For MDT Needham is likely betting on their Hugo Robotic-Assisted Surgery platform finally gaining market share against Intuitive Surgical"  
[X Link](https://x.com/matthewmenster/status/2020866266982944913)  2026-02-09T14:23Z [---] followers, [--] engagements


"THE DOWNGRADES & CAUTIONARY NOTES"  
[X Link](https://x.com/matthewmenster/status/2020866272007770487)  2026-02-09T14:23Z [---] followers, [--] engagements


"Shopify (SHOP) BMO Capital: Maintains Outperform (PT Cut to $150)"  
[X Link](https://x.com/matthewmenster/status/2020866274494947552)  2026-02-09T14:24Z [---] followers, [--] engagements


"This is a "valuation haircut" despite a positive rating. BMO is acknowledging that while Shopify is the king of e-commerce the multiple compression in the SaaS space is real"  
[X Link](https://x.com/matthewmenster/status/2020866276780884443)  2026-02-09T14:24Z [---] followers, [--] engagements


"The Real Story: Competition from Amazon's "Buy with Prime" and TikTok Shop is forcing Shopify to spend more on customer acquisition threatening the "margin expansion" story that drove the stock in 2025"  
[X Link](https://x.com/matthewmenster/status/2020866279268130903)  2026-02-09T14:24Z [---] followers, [--] engagements


"Hims & Hers Health (HIMS) B of A Securities: Underperform (PT Cut to $21) B of A is sounding the alarm on GLP-1 commoditization"  
[X Link](https://x.com/matthewmenster/status/2020866281650418068)  2026-02-09T14:24Z [---] followers, [--] engagements


"As compounding pharmacies face stricter regulatory scrutiny and Eli Lilly/Novo Nordisk increase supply the "Hims" advantage in the weight-loss space is evaporating. Contagion Risk: This is a warning shot for other "telehealth-plus-pharmacy" models"  
[X Link](https://x.com/matthewmenster/status/2020866283802132670)  2026-02-09T14:24Z [---] followers, [--] engagements


"MOST ACTIONABLE SUMMARY"  
[X Link](https://x.com/matthewmenster/status/2020866297043603904)  2026-02-09T14:24Z [---] followers, [--] engagements


"Bullish Setup: Oracle $ORCL"  
[X Link](https://x.com/matthewmenster/status/2020866300369678767)  2026-02-09T14:24Z [---] followers, [--] engagements


"Reasoning: The DA Davidson upgrade confirms a floor at $180. With the enterprise cloud shift accelerating ORCL offers a "cheaper" entry into the AI infrastructure trade compared to pure-play hardware"  
[X Link](https://x.com/matthewmenster/status/2020866303095919054)  2026-02-09T14:24Z [---] followers, [--] engagements


"Look for a breakout above $185 to signal a new institutional accumulation phase"  
[X Link](https://x.com/matthewmenster/status/2020866305767707106)  2026-02-09T14:24Z [---] followers, [--] engagements


"Bearish Setup: Hims & Hers $HIMS Reasoning: The B of A downgrade highlights a structural threat: the end of the "compounding loophole" for GLP-1s"  
[X Link](https://x.com/matthewmenster/status/2020866308137451786)  2026-02-09T14:24Z [---] followers, [---] engagements


"$PYPL more analysts piling on today it's going lower"  
[X Link](https://x.com/matthewmenster/status/2021605241980932575)  2026-02-11T15:20Z [---] followers, [---] engagements


"$PYPL downgrade context: Downgrade to Hold (PT slashed to $42) A brutal 58% cut to the price target. This reflects a total loss of confidence in PayPals ability to defend its "checkout button" moat. Canaccord is likely seeing Apple Pay and Google Pay continue to erode PayPal's market share while their unbranded processing (Braintree) suffers from razor-thin margins. The Real Story: This is a structural decline story. PayPal is stuck in "No Man's Land"too big to be a nimble fintech disruptor but too disrupted to be a stable value play. https://twitter.com/i/web/status/2021605506574401813"  
[X Link](https://x.com/matthewmenster/status/2021605506574401813)  2026-02-11T15:21Z [---] followers, [---] engagements


"$CGNX upgrade from Dec. 16th foretold a big earnings print tonight"  
[X Link](https://x.com/matthewmenster/status/2021712563373830551)  2026-02-11T22:26Z [---] followers, [--] engagements


"$CGNX big jump on earnings. Join our discord by taking a free [--] day trial - just DM me or retweet this for access"  
[X Link](https://x.com/matthewmenster/status/2021712899605987410)  2026-02-11T22:28Z [---] followers, [--] engagements


"$SHOP overall not much enthusiasm after a good earnings report wonder if this one gets drilled for being in jeopardy of "claude code" like the other software stocks"  
[X Link](https://x.com/matthewmenster/status/2021930795095687612)  2026-02-12T12:54Z [---] followers, [--] engagements


"Feb 12th Analyst Actions DOMINANT THEME: Software valuation reset clashes with industrial recovery $BWA $LUXE $LPTH $HUBS $PANW $APP $HUBS"  
[X Link](https://x.com/matthewmenster/status/2021933527332176025)  2026-02-12T13:04Z [---] followers, [---] engagements


"The Great SaaS Multiple Compression: We are witnessing a massive "valuation reality check" in the high-growth software space"  
[X Link](https://x.com/matthewmenster/status/2021933529446097260)  2026-02-12T13:04Z [---] followers, [--] engagements


"Despite maintaining "Buy" ratings analysts are slashing price targets by 20-50% for leaders like HubSpot and Palo Alto Networks"  
[X Link](https://x.com/matthewmenster/status/2021933532067615160)  2026-02-12T13:04Z [---] followers, [--] engagements


"THE UPGRADES"  
[X Link](https://x.com/matthewmenster/status/2021933544373633278)  2026-02-12T13:04Z [---] followers, [--] engagements


"BorgWarner (BWA) Deutsche Bank: Upgrade to Buy The Context: This is a massive 78% price target hike signaling a fundamental shift in how the Street views the legacy auto parts provider"  
[X Link](https://x.com/matthewmenster/status/2021933546496000491)  2026-02-12T13:04Z [---] followers, [--] engagements


"Deutsche Bank is likely seeing BWAs "e-Mobility" transition reaching a tipping point where EV components are no longer a drag on margins but the primary growth engine"  
[X Link](https://x.com/matthewmenster/status/2021933548953899428)  2026-02-12T13:04Z [---] followers, [--] engagements


"The Context: A 55% PT increase suggests JP Morgan believes the "experience economy" is more resilient than goods-based retail. LUXE likely has strong pricing power and a backlog of high-net-worth bookings that provide visibility through a choppy 2026"  
[X Link](https://x.com/matthewmenster/status/2021933558156173772)  2026-02-12T13:05Z [---] followers, [--] engagements


"The Catalyst: The analyst is betting on a "wealth effect" play where top-tier consumers continue to spend on unique travel and events regardless of interest rate trajectories"  
[X Link](https://x.com/matthewmenster/status/2021933560387572179)  2026-02-12T13:05Z [---] followers, [--] engagements


"The Context: Maintaining a Buy while hiking the target by 50% indicates a major win in their infrared and thermal imaging division. This is likely a defense and autonomous sensing play"  
[X Link](https://x.com/matthewmenster/status/2021933565013811243)  2026-02-12T13:05Z [---] followers, [--] engagements


"THE DOWNGRADES (Valuation Resets)"  
[X Link](https://x.com/matthewmenster/status/2021933570441269607)  2026-02-12T13:05Z [---] followers, [--] engagements


"HubSpot (HUBS) Piper Sandler & Needham: Major PT Slashes The Context: This is a "capitulation" move"  
[X Link](https://x.com/matthewmenster/status/2021933572924334550)  2026-02-12T13:05Z [---] followers, [--] engagements


"Needhams 57% cut to the price target ($700 to $300) is a jarring admission that the previous valuation was disconnected from current cost-of-capital realities"  
[X Link](https://x.com/matthewmenster/status/2021933575319277734)  2026-02-12T13:05Z [---] followers, [--] engagements


"The Real Story: HubSpot is a great company but the SMB (Small-Medium Business) sector is feeling the pinch. Analysts are moving targets to align with a 10-12x EV/Revenue multiple rather than the 20x+ of the past. Its a multiple derating not a fundamental collapse"  
[X Link](https://x.com/matthewmenster/status/2021933577647132938)  2026-02-12T13:05Z [---] followers, [--] engagements


"Contagion Risk: This puts immediate pressure on CRM (Salesforce) and ZEN (Zendesk) to prove they can maintain margins as growth slows"  
[X Link](https://x.com/matthewmenster/status/2021933579891011805)  2026-02-12T13:05Z [---] followers, [--] engagements


"The Context: The cybersecurity "platformization" strategy is taking longer to monetize than bulls expected. While the "Buy" remains the 19% PT cut suggests that the "easy money" in cyber-security has been made"  
[X Link](https://x.com/matthewmenster/status/2021933584970305839)  2026-02-12T13:05Z [---] followers, [--] engagements


"Competitive Threat: Consolidation in the space is leading to aggressive pricing wars. PANW is fighting FTNT (Fortinet) and CRWD (CrowdStrike) for every enterprise dollar leading to longer sales cycles"  
[X Link](https://x.com/matthewmenster/status/2021933587520483504)  2026-02-12T13:05Z [---] followers, [--] engagements


"AppLovin (APP) BTIG: PT Cut to $640"  
[X Link](https://x.com/matthewmenster/status/2021933589802229863)  2026-02-12T13:05Z [---] followers, [--] engagements


"MOST ACTIONABLE SUMMARY"  
[X Link](https://x.com/matthewmenster/status/2021933595242234085)  2026-02-12T13:05Z [---] followers, [--] engagements


"Bullish Setup: BorgWarner (BWA) Reasoning: The 78% PT hike is a "table-pounder" from Deutsche Bank. When an analyst makes a move that large it usually follows a deep-dive into the order book"  
[X Link](https://x.com/matthewmenster/status/2021933597532332323)  2026-02-12T13:05Z [---] followers, [--] engagements


"BWA is transitioning from a "melting ice cube" (gas engines) to a "growth engine" (EV/Electronics). With a low P/E relative to tech this is the classic value-to-growth re-rating. Timing: Look for a breakout above recent resistance as the "old economy" stigma fades"  
[X Link](https://x.com/matthewmenster/status/2021933600183107706)  2026-02-12T13:05Z [---] followers, [--] engagements


"Bearish Setup: HubSpot (HUBS) Reasoning: Despite the "Buy" ratings the massive PT cuts from $700 down to $300 act as a ceiling for the stock"  
[X Link](https://x.com/matthewmenster/status/2021933602439680170)  2026-02-12T13:05Z [---] followers, [--] engagements


"Institutional investors who were "anchored" to the higher targets will likely use any relief rally to exit their positions and rotate into cheaper sectors. The negative momentum from a 50%+ target cut is hard to overcome in the short term"  
[X Link](https://x.com/matthewmenster/status/2021933604834595024)  2026-02-12T13:05Z [---] followers, [--] engagements


"@jimcramer nice Jim check out this big upgrade w/pt increase on $BWA .auto parts maker starting to get traction w/EV parts is my tool to find these each day. http://tradethegrade.com http://tradethegrade.com"  
[X Link](https://x.com/matthewmenster/status/2021934892108390833)  2026-02-12T13:10Z [---] followers, [---] engagements


"$INSP big price target cut - here's context from our Ai Ana:Inspire Medical Systems (INSP) RBC Capital: Downgrade to Sector Perform PT: $90 This is a staggering -48.6% price target cut. RBC is effectively saying the growth story for Inspires neurostimulation therapy for sleep apnea has hit a wall. The "real story" here is likely twofold: GLP-1 impact (weight loss reducing the addressable market for sleep apnea) and reimbursement friction. Contagion Risk: This is a warning shot for ResMed (RMD). If the invasive solution (INSP) is seeing a valuation collapse the non-invasive CPAP market may be"  
[X Link](https://x.com/matthewmenster/status/2016155238449746317)  2026-01-27T14:24Z [---] followers, [---] engagements


"Traders: Looking for GREAT entries w/o chasing You need to see this. Go to to apply for a [--] day trial. http://tradethegrade.com/free-signup http://tradethegrade.com/free-signup"  
[X Link](https://x.com/matthewmenster/status/2023228948499325154)  2026-02-16T02:52Z [---] followers, [--] engagements


"This "context report" was delivered by Ai Ana on the platform. Retweet or DM me for [--] day trial. http://tradethegrade.com http://tradethegrade.com"  
[X Link](https://x.com/matthewmenster/status/2021933613948842197)  2026-02-12T13:05Z [---] followers, [--] engagements


"$BWA Deutsche Bank: Upgrade to Buy The Context: This is a massive 78% price target hike signaling a fundamental shift in how the Street views the legacy auto parts provider. Deutsche Bank is likely seeing BWAs "e-Mobility" transition reaching a tipping point where EV components are no longer a drag on margins but the primary growth engine. The "Why": BWA has successfully pivoted from internal combustion engines to high-voltage power electronics. The analyst likely sees a "valuation catch-up" as BWA begins to trade more like a tech-heavy tier-1 supplier rather than a metal-basher. Sympathy"  
[X Link](https://x.com/anyuser/status/2021934233292271886)  2026-02-12T13:07Z [---] followers, [--] engagements


"if $PINS wasn't already oversold I'd be getting very short this name. will watch for a bounce to short it/buy puts after seeing [--] double downgrades today"  
[X Link](https://x.com/anyuser/status/2022477051173740992)  2026-02-14T01:04Z [---] followers, [---] engagements


"4 Stocks That Moved Notably After Analyst Actions In The 2nd Week of February [----] https://open.substack.com/pub/matthewmenster/p/4-stocks-that-moved-notably-afterr=3vlew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/matthewmenster/p/4-stocks-that-moved-notably-afterr=3vlew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/matthewmenster/status/2023039189542211713)  2026-02-15T14:18Z [---] followers, [--] engagements


"LightPath Technologies (LPTH) HC Wainwright: PT Hike to $15"  
[X Link](https://x.com/anyuser/status/2021933562744688648)  2026-02-12T13:05Z [---] followers, [--] engagements


"Rivian Automotive $RIVN Deutsche Bank: Upgrade to Buy. This is a "survival of the fittest" call. Deutsche Bank is signaling that Rivian has cleared the "valley of death" regarding its production ramp and cash burn. The 43.8% PT hike suggests confidence in the R2 platform's pre-order velocity. The Thesis: While Tesla faces brand fatigue and Lucid struggles with scale Rivian is carving out a niche as the "Patagonia of EVs." Structural Change: This upgrade suggests Rivian is now being viewed as a legitimate long-term survivor rather than a speculative startup."  
[X Link](https://x.com/anyuser/status/2022317053965635897)  2026-02-13T14:28Z [---] followers, [---] engagements


"Do you have a X account that provides value/content for stock and options traders I'd like to buy sponsored posts on your profile AND I have a special twist that I can tell you about that will make it 2X more profitable for you. DM me for details"  
[X Link](https://x.com/matthewmenster/status/2023198159027970149)  2026-02-16T00:50Z [---] followers, [--] engagements


"Other traders are starting to catch on - you get EDGE when you learn how to spot actionable analyst actions. TradeTheGrade does the heavy lifting (sorting) for you"  
[X Link](https://x.com/matthewmenster/status/2023229308261560504)  2026-02-16T02:53Z [---] followers, [--] engagements


"Silicon Motion (SIMO) Needham: Price Target Hike to $155"  
[X Link](https://x.com/matthewmenster/status/2019414965543739610)  2026-02-05T14:17Z [---] followers, [--] engagements


"The Context: This move highlights the recovery in the storage controller market. As AI moves to the "Edge" (phones and PCs) high-performance NAND controllers become essential"  
[X Link](https://x.com/matthewmenster/status/2019414967728922929)  2026-02-05T14:17Z [---] followers, [--] engagements


"THE DOWNGRADES & CAUTIONARY NOTES"  
[X Link](https://x.com/matthewmenster/status/2019414972644602289)  2026-02-05T14:17Z [---] followers, [--] engagements


"The "Why": Rising medical loss ratios (MLR) and regulatory pressure on Medicare Advantage rates are squeezing margins. Mizuho is acknowledging that the "gold standard" of healthcare is facing a multi-year headwind that prevents multiple expansion"  
[X Link](https://x.com/matthewmenster/status/2019414980005646788)  2026-02-05T14:17Z [---] followers, [--] engagements


"Sector Contagion: This puts immediate pressure on Humana (HUM) and CVS Health (CVS). If the leader (UNH) is seeing its valuation ceiling lowered the laggards are in for a rough ride"  
[X Link](https://x.com/matthewmenster/status/2019414982329245945)  2026-02-05T14:17Z [---] followers, [--] engagements


"The Context: Despite maintaining an Outperform rating the 15% price target haircut suggests that the "easy money" in the mobility recovery has been made"  
[X Link](https://x.com/matthewmenster/status/2019414986657763725)  2026-02-05T14:17Z [---] followers, [--] engagements


"The "Why": This is likely a valuation recalibration based on higher-for-longer interest rates affecting long-term DCF models or a realization that growth in delivery (Uber Eats) is hitting a saturation point in core markets"  
[X Link](https://x.com/matthewmenster/status/2019414988931162259)  2026-02-05T14:17Z [---] followers, [--] engagements


"MOST ACTIONABLE SUMMARY"  
[X Link](https://x.com/matthewmenster/status/2019414997189714258)  2026-02-05T14:17Z [---] followers, [--] engagements


"Bullish Setup: Coherent (COHR) Reasoning: The sheer magnitude of the Rosenblatt price target hike ($300 vs current levels) suggests a massive disconnect between market pricing and the incoming order book for AI optical components"  
[X Link](https://x.com/matthewmenster/status/2019414999471411709)  2026-02-05T14:17Z [---] followers, [--] engagements


"This is a "momentum-plus-fundamentals" play. As long as data center CapEx remains high COHR has the clearest runway for a breakout. Timing: Look for entry on any consolidation above previous resistance; the "story" here is structural not just a one-quarter wonder"  
[X Link](https://x.com/matthewmenster/status/2019415001866350784)  2026-02-05T14:17Z [---] followers, [--] engagements


"$GOOGL +20 points from the gap down - go2 to see how to get edge from analyst actions http://tradethegrade.com/free-signup $GOOGL here's a summary of post earnings analyst actions - all target raises https://t.co/bG79M6F0aH http://tradethegrade.com/free-signup $GOOGL here's a summary of post earnings analyst actions - all target raises https://t.co/bG79M6F0aH"  
[X Link](https://x.com/matthewmenster/status/2019424771898061220)  2026-02-05T14:55Z [---] followers, [--] engagements


"Plenty of recent analyst downgrades of SAAS stocks caught this in the early stages.ie $ADBE double downgrade last month that I pointed out. Anthropic's power is so daunting that all they have to do is say they are going into cybersecurity and that's the end of the group. I don't want to be against them but they are not the all powerful firm that they think they are Anthropic's power is so daunting that all they have to do is say they are going into cybersecurity and that's the end of the group. I don't want to be against them but they are not the all powerful firm that they think they are"  
[X Link](https://x.com/matthewmenster/status/2019524921702117427)  2026-02-05T21:33Z [---] followers, [---] engagements


"The Analog/Embedded Bottoming Process: Todays massive price target hikes for MTSI MCHP and SYNA suggest that the long-awaited "inventory clearing" phase in the semiconductor sector is over"  
[X Link](https://x.com/matthewmenster/status/2019773543202857288)  2026-02-06T14:01Z [---] followers, [--] engagements


"Analysts are no longer just looking for stability; they are pricing in a sharp cyclical upswing driven by industrial automation and edge-computing demand. Software Valuation Reset: While hardware is seeing a re-rating higher Atlassian (TEAM) is experiencing a "painful"  
[X Link](https://x.com/matthewmenster/status/2019773545409040855)  2026-02-06T14:01Z [---] followers, [--] engagements


"The 62.5% jump in price target suggests MTSI is moving from a niche component maker to a critical infrastructure play for AI data centers and next-gen defense systems. The "Why": MACOM is likely seeing massive pull-through from the build-out of 1.6T optical networks"  
[X Link](https://x.com/matthewmenster/status/2019773560030388643)  2026-02-06T14:01Z [---] followers, [--] engagements


"As NVIDIA and Broadcom push the limits of speed MACOMs analog power and optoelectronics become the "picks and shovels" of the high-speed data movement. Sympathy Play: Watch Lumentum (LITE) and Coherent (COHR)"  
[X Link](https://x.com/matthewmenster/status/2019773562312081723)  2026-02-06T14:01Z [---] followers, [--] engagements


"If MTSI is seeing this kind of pricing power the entire optical interconnect subsector is likely undervalued"  
[X Link](https://x.com/matthewmenster/status/2019773564807782456)  2026-02-06T14:01Z [---] followers, [--] engagements


"Microchip Technology (MCHP) Rosenblatt: PT Raised to $115 MCHP has been the "whipping boy" of the inventory correction for [--] months"  
[X Link](https://x.com/matthewmenster/status/2019773567718604812)  2026-02-06T14:01Z [---] followers, [--] engagements


"Synaptics presence in the human-interface layer makes them a primary beneficiary as OEMs integrate more sophisticated AI sensors into consumer devices"  
[X Link](https://x.com/matthewmenster/status/2019773582344167526)  2026-02-06T14:02Z [---] followers, [--] engagements


"NovaBridge Biosciences (NBP) HC Wainwright: PT Raised to $9"  
[X Link](https://x.com/matthewmenster/status/2019773586408394958)  2026-02-06T14:02Z [---] followers, [--] engagements


"THE DOWNGRADES (BEARISH CONTEXT)"  
[X Link](https://x.com/matthewmenster/status/2019773593807143001)  2026-02-06T14:02Z [---] followers, [--] engagements


"Atlassian (TEAM) BTIG: PT Slashed to $140"  
[X Link](https://x.com/matthewmenster/status/2019773596181152104)  2026-02-06T14:02Z [---] followers, [--] engagements


"While technically a "Buy" maintain a 36% price target cut is a capitulation move. BTIG is acknowledging that the previous valuation was untethered from the current macro reality. The "Why": Cloud migration friction"  
[X Link](https://x.com/matthewmenster/status/2019773598353813736)  2026-02-06T14:02Z [---] followers, [--] engagements


"Atlassian is struggling to convert its legacy on-premise base to the cloud as fast as anticipated and seat-growth is stalling in a "leaner" tech hiring environment"  
[X Link](https://x.com/matthewmenster/status/2019773601021346152)  2026-02-06T14:02Z [---] followers, [--] engagements


"Sector Contagion: This creates a shadow over other collaboration tools like Asana (ASAN) and (MNDY). If the "gold standard" in Jira/Confluence is seeing PT cuts the entire "Work Management" category is under pressure. http://Monday.com http://Monday.com"  
[X Link](https://x.com/matthewmenster/status/2019773603361800224)  2026-02-06T14:02Z [---] followers, [--] engagements


"The "Why": This is a structural growth concern. With younger demographics favoring personalized streaming over curated satellite radio SIRI is facing a demographic cliff. The lack of a clear "AI pivot" makes it a "value trap" in the current market"  
[X Link](https://x.com/matthewmenster/status/2019773608659152917)  2026-02-06T14:02Z [---] followers, [--] engagements


"Without a major MedTech partner to fund large-scale trials CLGN risks burning through cash in a "high-for-longer" interest rate environment"  
[X Link](https://x.com/matthewmenster/status/2019773613755232593)  2026-02-06T14:02Z [---] followers, [--] engagements


"Bullish Setup: MACOM Technology (MTSI)"  
[X Link](https://x.com/matthewmenster/status/2019773616095699207)  2026-02-06T14:02Z [---] followers, [--] engagements


"Reasoning: The size of the PT hike (62.5%) suggests a fundamental shift in the company's earnings power. MTSI is the bridge between the AI chip (NVIDIA) and the data center network"  
[X Link](https://x.com/matthewmenster/status/2019773618461257982)  2026-02-06T14:02Z [---] followers, [--] engagements


"As 800G and 1.6T upgrades become mandatory for AI clusters MTSI has a virtual monopoly on specific high-performance analog components. Timing: Look for a breakout above recent consolidation; the analyst move acts as a "permission slip" for institutional buyers to chase"  
[X Link](https://x.com/matthewmenster/status/2019773620751331488)  2026-02-06T14:02Z [---] followers, [--] engagements


"Bearish Setup: Atlassian (TEAM) Reasoning: A "Buy" rating with a 36% target cut is often a precursor to a further downgrade to "Neutral." It shows the analyst is still "hopeful" but the numbers don't support the story"  
[X Link](https://x.com/matthewmenster/status/2019773623611887714)  2026-02-06T14:02Z [---] followers, [--] engagements


"$AMZN - thats a doozy of a downgrade"  
[X Link](https://x.com/matthewmenster/status/2019794370321379715)  2026-02-06T15:24Z [---] followers, [--] engagements


"* A Double Move involves **when an analyst issues an action on a stock that moves it up or down [--] levels on the [--] tier rating scale. * It signifies an **amplified signal and increased conviction** within the analyst community"  
[X Link](https://x.com/matthewmenster/status/2015498781106598162)  2026-01-25T18:55Z [---] followers, [---] engagements


"$PLUG double upgrade today this one likes to run sometimes"  
[X Link](https://x.com/anyuser/status/2006461431873765564)  2025-12-31T20:24Z [---] followers, [----] engagements

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