Truist has lowered its price target for PayPal (PYPL) to $39 from $58, maintaining a Sell rating, citing slower volume growth and take rate compression after the company's Q4 2025 earnings. RBC Capital also reduced its price target to $59 from $91 due to an abrupt CEO change and slow turnaround in Branded Checkout's TPV growth, leading to reduced FY 2026 guidance. Susquehanna lowered its price target to $63 from $90, noting disappointment in branded checkout growth deceleration across various verticals.

Needham has raised its price target for Instacart (NASDAQ: CART) to $55 from $50, maintaining a Buy rating due to strong execution and limited competitive impact. This positive outlook follows Instacart's record 14% GTV growth in Q4 2025 and exceeding EBITDA forecasts. While Cantor Fitzgerald lowered its price target to $47, it maintained an Overweight rating, citing confidence in Instacart's grocery fundamentals and ongoing initiatives.

Sanofi has appointed Belén Garijo as its new CEO, replacing Paul Hudson. Garijo's appointment is expected to shift the company's focus towards R&D productivity, operational efficiency, and corporate governance, which investors will closely monitor for impacts on capital allocation and strategic direction. Currently, Sanofi's stock is assessed by Simply Wall St as significantly undervalued compared to analyst targets and its estimated fair value.

RBC Capital has raised its price target for Concentra Group Holdings Parent, Inc. (CON) to $31 from $30, maintaining an Outperform rating due to the company's stable business model despite macroeconomic volatility and strong Q4 performance. The company, a leading U.S. occupational health services provider, anticipates FY2026 revenue between $2.25 billion and $2.35 billion and is expanding with a new medical center in Georgia. RBC highlighted CON's Q4 pre-announcement as above consensus and its early projection for FY2026.

Garmin Ltd. (NASDAQ: GRMN) is set to release its fourth-quarter earnings, with analysts expecting $2.39 per share, a slight decline from the previous year, and a revenue estimate of $2.01 billion. Several top Wall Street analysts have recently updated their ratings and price targets for Garmin, with some upgrading the stock and increasing price targets, while others maintained more cautious outlooks. These revised expectations come after the company reported strong Q3 revenue growth and ahead of its upcoming earnings report.

Mizuho has lowered its price target for Waystar Holding Corp. (WAY) to $42 from $50, citing competitive risks in the healthcare technology sector, while maintaining an Outperform rating. Conversely, Leerink initiated coverage with an Outperform rating and a $43 price target, highlighting Waystar's market reach, improved end-to-end products, and strengthened AI capabilities through the Iodine acquisition. Additionally, Waystar announced the resignation of its Chief Business Officer, Eric Sinclair III, effective March 2, 2026, and showcased its enhanced AltitudeAI system, which has prevented $15.5 billion in claim denials.

Urban-gro (UGRO) saw its stock price surge by nearly 78% in after-hours trading following the completion of its merger with U.S.-based Flash Sports and Media, Inc. The deal involved UGRO acquiring 100% of Flash's shares, with Flash shareholders receiving unregistered Common Stock and newly created non-voting preferred stock convertible to common stock upon stockholder approval. This merger also helped UGRO comply with Nasdaq's minimum stockholders' equity threshold.

The WisdomTree Cloud Computing Fund (WCLD) experienced a 2% decline in mid-day trading, with shares falling to $27.64 on increased volume. The ETF, which tracks the BVP Nasdaq Emerging Cloud Index, has a market cap of $228.6 million and is trading below its 50-day and 200-day moving averages. Several hedge funds have adjusted their stakes in WCLD, indicating varying institutional interest.

Upstart Holdings has introduced Cash Line, a new revolving credit product, amidst a leadership change with co-founder Paul Gu becoming CEO. This expansion into consumer credit beyond existing loan offerings signifies Upstart's strategic growth using its AI-driven lending platform. The company's stock currently trades significantly below analyst expectations and its estimated fair value, prompting investors to monitor Cash Line's adoption and the impact of the leadership transition on product focus and credit performance.

RBC Bearings Incorporated (NYSE:RBC) has received an average "Buy" recommendation from analysts, with a 12-month target price of $560.50. Several firms, including Morgan Stanley, KeyCorp, and Truist, recently raised their price targets, and Bank of America upgraded its rating to "Buy." The company also beat quarterly earnings estimates with an EPS of $3.04 versus an expected $2.83 and revenue of $461.6 million, showing strong institutional interest with significant stake additions from major investors.