KeyBanc Capital Markets

Seeing Is Believing: 2 Stocks To Watch As Observability Market Hits $29B

Dollar General Posts Convincing Q1 Earning Beat, 'The Year Is Off To A Solid Start,' Could Mitigate Most Potential Tariff Headwinds

Asana Posts First Ever Positive Operating Margin, Signs Largest Deal In History

Dollar General Posts Convincing Q1 Earning Beat, 'The Year Is Off To A Solid Start,' Could Mitigate Most Potential Tariff Headwinds

Asana Posts First Ever Positive Operating Margin, Signs Largest Deal In History

Marvell Analysts Back Steady Outlook, Point To Data Center Strength, AI Momentum

Zscaler Stock Jumps On Q3 Report: 'Another Strong Quarter,' Company Did Not Experience Any 'Noticeable Impact' From Tariffs

Marvell Analysts Back Steady Outlook, Point To Data Center Strength, AI Momentum

Zscaler Stock Jumps On Q3 Report: 'Another Strong Quarter,' Company Did Not Experience Any 'Noticeable Impact' From Tariffs

Workday: Solid Q1 Revenue, Earnings Beat, Stock Gets Punished For Cautious Guidance — These Analysts Revise Price Target

Palo Alto Networks Posts Solid 3Q, Next Gen Security Momentum Strong Despite Macro Uncertainty

KeyBanc Capital Markets Recent News

ATI Downgrade: Analyst Cautious As Near-Term Catalysts 'Have Quickly Played Out'

ATI downgraded to Sector Weight as analyst sees limited near-term upside despite raised estimates and strong aerospace and defense outlook.

On Holding AG Posts Strong Q1 Beat, 'Strong Traction' Among Footwear Brands, Analysts Raise Price Target

On Holding (ONON) stock climbs after strong Q1 results, with analysts raising price targets. DTC and wholesale growth expected to continue.

Federal Signal Gets A Green Light: Analyst Sees Widening Moat Against Competitors And More

KeyBanc analyst expects strong growth, acquisitions and improved margins for FSS to outperform.

Arm Holdings Posts Record Q4 Revenues, Q1 Guidance Lower As 'Indirect Tariff Impacts Loom': Analysts Cut Price Targets

Arm Holdings stock tanks after reporting Q4 results amid exciting earnings season. Analysts cut PTs due to indirect tariff impacts.

Wendy's Mixes Weak Sales With A Side Of Resilience: Fast-Food Restaurant Has 'Solid Marketing,' Menu Innovation Plans, Says Analyst

Wendy's shares rise despite downbeat Q1 sales announcement. Analysts predict softer sales due to weather and consumer sentiment.

Block Shares Crash On Cash App Miss: Analyst Says 'Not An Investable Story'

Block shares are down on Friday after downbeat Q1 results, missed estimates on Cash App's profits and GPV, but expects growth to reaccelerate later this year.

Taco Bell Parent Yum Brands Under Pressure, Expects Chicken Nuggets To Drive Q2 Traffic

Yum! Brands saw pressure after downbeat Q1 sales announcement amid exciting earnings season. Analysts reiterate Neutral/Hold ratings.

UnitedHealth Q1 Disappoints, But These Analysts Remain Bullish On The Stock

Though UnitedHealth reported disappointing first-quarter results last week, two analysts from KeyBanc Capital Markets and Truist Securities remain bullish on the stock.

Lululemon Disappoints In Q4, Analysts Say Brand Is 'Strong But Overstretched'

Lululemon (LULU) beat Q4 expectations but share price dropped due to soft guidance. Analysts have mixed views, with some concerned about brand growth.

Rubrik Posts Strong F4Q Beat: 6 Analysts Raise Forecasts Citing 'Significant Runway For Growth'

Rubrik Inc (NYSE: RBRK) reported upbeat Q4 results, with revenue up 53% YoY and subscription ARR up 39%. Analysts maintain Overweight/Outperform ratings.

Oracle's Q3 Falls Short, But AI Demand Keep Long-Term Outlook Strong Say Analysts

Oracle shares are down after disappointing Q3 results. Analysts maintain ratings, but lower price targets and highlight strong AI growth.

Marvell Technology Quells Fears Of Losing Next-Gen XPU At Amazon, Expects To Surpass AI Revenues In FY26

Despite upbeat Q4 results, shares of Marvell Technology Inc (NASDAQ: MRVL) fell due to concerns over losing next-gen XPU at Amazon. Analysts keep Overweight/Buy ratings with price targets ranging from $100-$135.

CrowdStrike Posts Solid Q4 But Guidance Disappoints, Outage 'Mostly In Rearview Mirror': Analysts

CrowdStrike reported upbeat Q4 results with ARR up 23% and Flex account value up 92%. Analysts maintain positive outlook.

Home Depot Posts Q4 Beat: Disappointing Guidance Reflects No Improvement In Macro, Elevated Interest Rates

Home Depot Inc (HD) stocks up after reporting strong Q4 results but soft 2025 outlook. Analysts optimistic, with $455 PT from Telsey Advisory Group.

Walmart Posts Q4 Beat, Shares Tank On Disappointing Guidance: Analysts Highlight One-Time Items

Walmart reported fiscal fourth-quarter adjusted earnings of 66 cents per share, beating consensus of 65 cents per share.

McDonald's: E. Coli Continues To Infect Results; Analysts Expect Value Offerings, Marketing To Drive Performance

McDonald's continued to edge higher in early trading on Tuesday, despite the company reporting a decline in fourth-quarter revenues.

Walt Disney's DTC Business Outshined, Analysts Expect Momentum To Continue

Disney (DIS) reported upbeat quarterly results. Analysts have a positive outlook on the company's DTC business.

Uber Posts Robust Q4 Bookings: Analysts Weigh In On Autonomous Vehicle Threat

Uber's stock rose despite earnings miss. Analysts are encouraged by strong fundamentals and AV market potential.

NXP Semiconductors Auto Strength Helps Offset Industrial Slowdown As Europe Pressures Outlook

NXP Semiconductors reported upbeat Q4 revenues but shares tanked. Analysts maintain mixed views on the company's prospects.

Zillow's One-Stop Strategy Drives Gains In Rentals, Mortgages, Analysts Say

Analyst Sergio Segura upgraded Zillow Group rating to Overweight, expecting mid-teens growth & margin expansion due to enhanced markets strategy.

Mastercard Q4 Earnings Beat Estimates, Analysts Raise Forecasts On Continued Strength In US Spending Trends

Shares of Mastercard came under pressure in early trading on Friday, despite the company reporting upbeat fourth-quarter results.

ServiceTitan Stock Tanks Despite Strong Q3, Analysts Highlight 'Durable Growth Trajectory'

ServiceTitan reported solid Q3 results and had strong growth potential in a large and underpenetrated market.

Charter Spending Peak Signals Higher Free Cash Flow After 2025, Analyst Says

Charter Communications (CHTR) stock rebounds after 6% drop. KeyBanc analyst upgrades to Overweight with $500 target, citing expected growth in free cash flow.

	
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