Good day,
Thank you for subscribing to the Earnings360 newsletter, your daily source for quarterly earnings news and updates.
Each morning edition contains a wrap-up of today's pre-market earnings announcements and yesterday's earnings announcements after the closing bell.
Before we send you your first edition, please take a moment to confirm your subscription below. We will not be able to send your newsletter until you confirm your subscription.
Confirm Your Subscription Here
The Earnings360 Team
Featured Story from MarketBeat Media Shares Down, Price Targets Up: 3 Stocks Upgraded After +10% DropsWritten by Leo Miller. Published 11/10/2025. 
Key Points - After reporting earnings, three stocks saw their shares move down steeply.
- But, counterintuitively, Wall Street analysts raised their price targets on these names.
- This indicates that a window of opportunity may now exist for investors.
The market and Wall Street analysts often agree on the implications of earnings reports, but not always. A stock's price action can diverge from changes in Wall Street price targets after these events. Such divergences can signal that the market overreacted to a company's results, creating potential opportunities for investors. Below, we detail three stocks that fell considerably after their latest earnings yet saw significant increases in price targets. Analysts Eye 50% Upside in EV Chip Stock Allegro Microsystems Every few years, the market resets. Old leaders fade, new trends rise, and people who adapt early position themselves for the next phase.
That shift is happening again right now.
AI, energy, and infrastructure are being revalued as 2025 ends — and the next group of small-cap innovators is just starting to surface.
Our team at Krypton Street tracks the metrics that reveal which names are quietly building strength before they break out. Access the Report + Alerts Free Today First up is mid-cap chip stock Allegro Microsystems (NASDAQ: ALGM). Allegro has strong capabilities in magnetic sensing and power chips that serve electric vehicle and industrial markets. Because of the company's technology, ON Semiconductor (NASDAQ: ON), one of the industry's leaders, attempted to acquire the firm at $35.10 a share. That offer represented a meaningful premium to the stock's Nov. 7 closing price of roughly $27. The company reported earnings on Oct. 30, beating estimates on both revenue and earnings per share (EPS). Shares sold off anyway, falling about 1.5% that day, and are down more than 12% since the report. Despite the selloff, analysts raised their price targets. The MarketBeat consensus price target for Allegro is roughly $38, implying about 41% upside. Among analysts who issued updates on Oct. 31, the average price target increased by 16% to just under $40, implying roughly 47% upside. In other words, analysts incorporating the latest data appear more bullish on the stock. eBay Posts Fastest Growth Since 2021, Price Action and Targets Diverge eBay (NASDAQ: EBAY) also reported beats when it released Q3 results on Oct. 29. Revenues rose more than 9% on a non-currency-adjusted basis — the fastest quarterly growth since Q3 2021. That period included COVID-19 distortions that created easy comparisons, which makes eBay's latest growth more notable. Despite the strong results, shares plunged on Oct. 30, closing nearly 16% lower, and remain near that level. The MarketBeat consensus price target of about $94.50 implies roughly 13% upside. However, analysts who updated targets between Oct. 30 and Nov. 3 raised their average target by more than 7%. Across all analysts who updated or set targets in that span, the average target is just over $96, suggesting about 15% upside. Analysts Upgrade Walmart-Linked Chip Stock Impinj Despite 15% Earnings Drop Lastly, consider another mid-cap chip stock, Impinj (NASDAQ: PI). Impinj makes radio-frequency identification (RFID) chips and sensors that let companies track inventory more efficiently than barcode scans. The company stands to benefit from an RFID collaboration between Avery Dennison (NYSE: AVY) and Walmart (NYSE: WMT); Avery Dennison uses Impinj's chips in many of its packaged RFID offerings. Shares jumped more than 19% on Oct. 23 on that news. On Oct. 29, Impinj reported earnings that beat expectations for sales and EPS. Still, shares fell sharply the next day, closing down nearly 15%. Since the report, Impinj is roughly 32% lower. The MarketBeat consensus price target for Impinj is about $226, implying roughly 38% upside. Among analysts who set or updated targets after the earnings release, the average target is just over $239, implying about 46% upside — notably higher than the consensus. Of the three analysts who changed targets immediately after the Oct. 30 results, the average target rose about 19%. Allegro and Impinj: Mid-Cap Chip Stocks With Potential Overall, analysts appear to disagree with the market's selloff in Allegro, eBay and Impinj. Updated price targets that imply nearly 50% upside for Allegro and Impinj are particularly noteworthy. Investors should conduct their own research and consider risks before acting on these potential opportunities.
| 
