 | AI spending is accelerating — but leadership is changing (ad)The AI story is changing. After a year dominated by headlines and valuation expansion, investors are now focused on who is actually monetizing AI at scale. Recent earnings and enterprise spending trends show AI budgets moving from experimentation to deployment. Companies are prioritizing infrastructure, data, and real use cases. The market is rewarding revenue traction, not promises. A new report identifies nine AI companies aligned with this next phase, businesses benefiting from sustained infrastructure spending, enterprise adoption, and recurring AI-driven revenue.
Review the full report on where AI dollars are actually flowing now. |
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Today's Top Stories | | By Ryan Hasson | February 26, 2026 06:05 AM |
| | | By Thomas Hughes | February 25, 2026 05:23 PM |
| | By Jeffrey Neal Johnson | February 25, 2026 04:26 PM |
| | | By Jeffrey Neal Johnson | February 25, 2026 08:21 AM |
| | By Chris Markoch | February 24, 2026 09:37 AM |
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Your Watchlist | - EVP Kevin Mcdearis sold 15,462 shares of the firm's stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $46.43, for a total value of $717,900.66. Following the completion of the transaction, the executive vice president owned 91,756 shares of the company's stock, valued at approximately $4,260,231.08. This trade represents a 14.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink.
- EVP David J. Benjamin sold 14,349 shares of the firm's stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $47.47, for a total value of $681,147.03. Following the completion of the transaction, the executive vice president owned 73,124 shares in the company, valued at $3,471,196.28. This trade represents a 16.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website.
- Blackbaud (NASDAQ:BLKB) EVP Sells $681,147.03 in Stock 2/25 - marketbeat
- Blackbaud (NASDAQ:BLKB) EVP Kevin Mcdearis Sells 15,462 Shares 2/25 - marketbeat
| | | | - No Headlines, Ratings, Earnings Results, Dividends, Insider Trades, Options Activity, Company Press Releases or Headlines Today.
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Analysts' Upgrades | | Federal Signal (NYSE:FSS) was upgraded by CJS Securities from "market perform" to "market outperform". They now have a $140.00 price target on the stock. This represents a 15.2% upside from the current price of $121.50. | | Nasdaq (NASDAQ:NDAQ) was upgraded by TD Cowen from "hold" to "buy". They now have a $106.00 price target on the stock. This represents a 22.5% upside from the current price of $86.53. | | Spotify Technology (NYSE:SPOT) was upgraded by Arete Research from "neutral" to "buy". They now have a $586.00 price target on the stock. This represents a 26.1% upside from the current price of $464.86. | | U.S. Bancorp (NYSE:USB) was upgraded by Truist Financial Corporation from "hold" to "buy". They now have a $66.00 price target on the stock, up from $61.00. This represents a 14.2% upside from the current price of $57.78. |
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Analysts' Downgrades | | C3.ai (NYSE:AI) was downgraded by Citizens Jmp from "mkt outperform" to "market perform".The current price is $8.27. | | Ategrity Specialty (NYSE:ASIC) was downgraded by Citigroup Inc. from "buy" to "neutral". They now have a $27.00 price target on the stock. This represents a 15.4% upside from the current price of $23.40. | | Grupo Cibest (NYSE:CIB) was downgraded by Itau BBA Securities from "market perform" to "underperform". They now have a $68.00 price target on the stock. This represents a 6.5% downside from the current price of $72.70. | | eHealth (NASDAQ:EHTH) was downgraded by Craig Hallum from "buy" to "hold". They now have a $2.00 price target on the stock. This represents a 31.7% upside from the current price of $1.52. | | Merit Medical Systems (NASDAQ:MMSI) was downgraded by Wells Fargo & Company from "overweight" to "equal weight". They now have a $78.00 price target on the stock. This represents a 1.5% downside from the current price of $79.22. | | Mosaic (NYSE:MOS) was downgraded by JPMorgan Chase & Co. from "neutral" to "underweight". They now have a $24.00 price target on the stock. This represents a 12.5% downside from the current price of $27.43. | | ODDITY Tech (NASDAQ:ODD) was downgraded by Bank of America Corporation from "buy" to "underperform". They now have a $10.00 price target on the stock. This represents a 26.6% downside from the current price of $13.63. | | ODDITY Tech (NASDAQ:ODD) was downgraded by Barclays PLC from "equal weight" to "underweight". They now have a $13.00 price target on the stock. This represents a 4.6% downside from the current price of $13.63. | | ODDITY Tech (NASDAQ:ODD) was downgraded by JPMorgan Chase & Co. from "overweight" to "neutral". They now have a $16.00 price target on the stock. This represents a 17.4% upside from the current price of $13.63. | | ODDITY Tech (NASDAQ:ODD) was downgraded by Evercore Inc from "outperform" to "in-line". They now have a $23.00 price target on the stock. This represents a 68.7% upside from the current price of $13.63. | | PROCEPT BioRobotics (NASDAQ:PRCT) was downgraded by Oppenheimer Holdings, Inc. from "outperform" to "market perform".The current price is $21.14. | | PROCEPT BioRobotics (NASDAQ:PRCT) was downgraded by Bank of America Corporation from "neutral" to "underperform". They now have a $20.00 price target on the stock, down from $38.00. This represents a 5.4% downside from the current price of $21.14. | | RenaissanceRe (NYSE:RNR) was downgraded by Morgan Stanley from "overweight" to "equal weight". They now have a $310.00 price target on the stock. This represents a 3.6% upside from the current price of $299.29. | | Southern Copper (NYSE:SCCO) was downgraded by Bank of America Corporation from "neutral" to "underperform". They now have a $175.00 price target on the stock, up from $162.00. This represents a 17.1% downside from the current price of $211.14. | | Tanger (NYSE:SKT) was downgraded by Compass Point from "buy" to "neutral". They now have a $38.00 price target on the stock. This represents a 0.4% upside from the current price of $37.84. | | Spok (NASDAQ:SPOK) was downgraded by B. Riley Financial, Inc. from "buy" to "neutral". They now have a $14.00 price target on the stock, down from $21.00. This represents a 13.3% upside from the current price of $12.36. | | Trade Desk (NASDAQ:TTD) was downgraded by New Street Research from "neutral" to "sell". They now have a $17.00 price target on the stock. This represents a 22.3% downside from the current price of $21.87. | | Trade Desk (NASDAQ:TTD) was downgraded by Loop Capital from "buy" to "hold". They now have a $25.00 price target on the stock, down from $75.00. This represents a 14.3% upside from the current price of $21.87. | | Vale (NYSE:VALE) was downgraded by Bank of America Corporation from "buy" to "neutral". They now have a $18.00 price target on the stock, up from $17.00. This represents a 5.9% upside from the current price of $17.00. |
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Analysts' New Coverage | | Armanino Foods of Distinction (OTCMKTS:AMNF) is now covered by Lake Street Capital. They set a "buy" rating and a $15.00 price target on the stock. This represents a 31.8% upside from the current price of $11.38. | | Builders FirstSource (NYSE:BLDR) is now covered by William Blair. They set an "outperform" rating on the stock.The current price is $104.23. | | EIKN (NASDAQ:EIKN) is now covered by Wedbush. They set an "underperform" rating and a $7.00 price target on the stock. This represents a 53.7% downside from the current price of $15.11. | | Athira Pharma (NASDAQ:LONA) is now covered by Cantor Fitzgerald. They set an "overweight" rating on the stock.The current price is $5.57. |
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Blackbaud, Inc. (BLKB)
CCC Intelligent Solutions Holdings Inc. (CCCS)
JPMorgan Chase & Co. (JPM)
Lumen Technologies, Inc. (LUMN)
Transcontinental Realty Investors, Inc. (TCI)
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