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The Earnings360 Team
Monday's Featured Article 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.
While the market and Wall Street analysts often draw similar conclusions from earnings reports, they don't always agree. A stock's price action and changes in analysts' price targets can diverge after earnings. That divergence can signal the market is overreacting, creating a potential opportunity for investors. Below, we highlight three stocks that fell notably after their latest earnings reports but saw significant increases in price targets. Analysts Eye 50% Upside in EV Chip Stock Allegro Microsystems Wall Street's biggest firms guard their options activity closely — and by the time their disclosures reach the public, the best opportunities are usually long gone. But a new tool now makes it possible to see these massive positions in real time.
It's called the GEX Trading Terminal, and it tracks where major players could be forced to buy or sell — then delivers actionable signals straight to everyday traders. A live demo reveals exactly how it works and how you can start using it today. Watch the GEX Trading Terminal demo now First up is mid-cap chip stock Allegro Microsystems (NASDAQ: ALGM). Allegro has strong capabilities in magnetic sensing and power chips for electric-vehicle and industrial markets. Because of the company's technology, ON Semiconductor (NASDAQ: ON), one of the industry's leaders, offered to acquire the firm for $35.10 per share. That was a sizable premium to the 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 fell 1.5% that day and have declined more than 12% since the report. Still, analysts have been raising price targets. The MarketBeat consensus price target for Allegro is about $38, implying roughly 41% upside. Among analysts who updated targets on Oct. 31, the average target rose 16% to just under $40, implying about 47% upside. That suggests analysts incorporating the latest data are growing more bullish on Allegro. eBay Posts Fastest Growth Since 2021, Price Action and Targets Diverge eBay (NASDAQ: EBAY) also posted beats when it reported earnings on Oct. 29. Revenue rose more than 9% year over year in Q3 — its fastest quarterly growth since Q3 2021. That prior spike reflected easy comparisons after 2020 COVID-19 shutdowns depressed sales, so eBay's latest growth is especially notable. Despite the beats, shares plunged on Oct. 30, closing down nearly 16%, and remain near that level. The MarketBeat consensus price target of about $94.50 implies roughly 13% upside. Yet analysts who updated targets between Oct. 30 and Nov. 3 were more optimistic: the average updated target rose over 7%, and the average among all analysts who set or revised targets in that period is just above $96, implying about 15% upside. Analysts Upgrade Walmart-Linked Chip Stock Impinj Despite 15% Earnings Drop Lastly, consider another mid-cap chip maker, Impinj (NASDAQ: PI). Impinj makes radio-frequency identification (RFID) chips and sensors that let companies track inventory more efficiently than barcode scanning. Many expect Impinj to benefit from an RFID partnership between Avery Dennison (NYSE: AVY) and Walmart (NYSE: WMT). Avery Dennison uses Impinj's chips in many RFID solutions, and Impinj shares jumped over 19% on Oct. 23 after the news. On Oct. 29, Impinj reported earnings that also exceeded expectations in sales and EPS. Yet shares fell sharply the next day, closing down nearly 15%, and are roughly 32% below their post-report level. The MarketBeat consensus price target for Impinj is approximately $226, implying about 38% upside. Among analysts who issued or set price targets after the earnings announcement, the average target is just over $239, implying roughly 46% upside. Additionally, the three analysts who changed targets immediately after the Oct. 30 results raised their averages by 19%. Allegro and Impinj: Mid-Cap Chip Stocks With Potential Overall, analysts appear to disagree with the market's negative reactions to the results from Allegro, eBay, and Impinj. Updated targets that imply nearly 50% upside for Allegro and Impinj are especially noteworthy. Investors interested in these names should conduct further research to determine whether the discrepancy between price action and analyst outlooks represents a buying opportunity.
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