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The Earnings360 Team
Today's Bonus News 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 interpret earnings differently. A stock's price action can diverge from changes in analyst price targets after a report — a sign the market may be overreacting and that an opportunity could exist for investors. Below are three stocks that fell sharply after their latest earnings but saw significant analyst price-target increases. Analysts Eye 50% Upside in EV Chip Stock Allegro Microsystems Small Caps Are Moving First as Sectors Shift
Fierce Investor tracks the early tremors inside emerging sectors where momentum often starts. Get alerts built around real-time shifts—not hype cycles. Join Free — Start Tracking New Sector Moves First is mid-cap chip maker Allegro Microsystems (NASDAQ: ALGM). Allegro specializes in magnetic sensing and power chips for electric-vehicle and industrial markets. Because of its technology, ON Semiconductor (NASDAQ: ON), an industry leader, proposed to acquire the company for $35.10 per share. That offer represented a sizeable premium to Allegro's Nov. 7 closing price of about $27. Allegro reported earnings on Oct. 30, beating estimates on both revenue and EPS. Shares sold off anyway, falling 1.5% that day and dropping more than 12% since the report. Analysts, however, raised their price targets. The MarketBeat consensus price target for Allegro is roughly $38, implying about 41% upside. Among analysts who updated targets on Oct. 31, the average target rose 16% and sits just under $40 — implying roughly 47% upside. In short, analysts incorporating the latest data are growing more bullish on the stock. eBay Posts Fastest Growth Since 2021, Price Action and Targets Diverge eBay (NASDAQ: EBAY) also beat expectations when it reported on Oct. 29. Revenues rose more than 9% year over year on a non-currency-adjusted basis in Q3 — the company's fastest quarterly growth since Q3 2021. That's notable because many firms reported outsized growth in 2021 following the COVID-19 sales trough in 2020, which made year-over-year comps easier; eBay's latest growth therefore stands out. Despite the beat, shares plunged on Oct. 30, closing down nearly 16%, and they remain near that level. The MarketBeat consensus price target of about $94.50 implies roughly 13% upside. Still, analysts who updated targets after the report were more optimistic: among those who changed their targets between Oct. 30 and Nov. 3, the average target rose by more than 7%. Across all analysts who updated or set targets in that window, the average target is just over $96, suggesting about 15% upside for eBay shares. Analysts Upgrade Walmart-Linked Chip Stock Impinj Despite 15% Earnings Drop Finally, mid-cap chip stock Impinj (NASDAQ: PI) makes the list. Impinj produces RFID chips and sensors that let companies track inventory more efficiently than by scanning barcodes. 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 RFID solutions. News of that partnership sent Impinj shares up more than 19% on Oct. 23. On Oct. 29, Impinj reported earnings that also beat expectations for revenue and EPS, yet shares fell sharply the next day, closing down nearly 15%. Since the report, Impinj is roughly 32% below its post-earnings level. The MarketBeat consensus price target for Impinj is about $226, implying roughly 38% upside. But among analysts who set or updated targets after the earnings announcement, the average target is just over $239 — about 46% upside. Notably, the three analysts who changed targets immediately after the Oct. 30 results raised their average target by 19%. Allegro and Impinj: Mid-Cap Chip Stocks With Potential Overall, analysts' price-target changes diverged from the market's sell-off for Allegro, eBay and Impinj. Updated targets now imply nearly 50% upside for Allegro and Impinj, which is noteworthy. Investors may want to conduct further research on these names, as the analyst optimism suggests potential for meaningful gains.
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