Selected Stock Price Target News — July 9, 2026

Levi Strauss ($LEVI) beat earnings Wednesday night. It raised its full year guidance in the same release. The two analysts who spoke up Thursday morning still wouldn’t touch their targets. AeroVironment ($AVAV) held a New York investor day the same morning. Two covering analysts sat tight. Their price targets had already been cut weeks earlier. Salesforce ($CRM) drew the day’s one real rating change. KeyBanc’s Jackson Ader downgraded it to Sector Weight. He pulled his price target too, pointing to thin evidence that the company’s Agentforce AI product is driving growth. All three saw named analysts hold, cut, or drop a number within hours of new information landing.

Levi Strauss Beats and Raises Guidance, But Two Analysts Won’t Move Their Numbers

Levi Strauss makes jeans and other apparel. It sells through its own stores and wholesale partners. It reported fiscal second quarter net revenues of $1.56 billion Wednesday, up 8% from a year earlier. Adjusted earnings came in at $0.28 a share, against a $0.25 estimate. Management raised the full year outlook twice, in the same release. Adjusted EPS guidance moved to $1.46 to $1.52, from $1.42 to $1.48. Full year sales growth guidance moved to 7% to 7.5%, from 5.5% to 6.5%. The board also raised the dividend. The stock goes ex date in 13 days.

Two desks weighed in Thursday morning, and neither moved a number. Tom Nikic at Needham reiterated Buy. He held his target at $28. Robert Drbul at BTIG reiterated Buy too, holding his at $27. That’s notable, because three other firms had already raised their targets days before the print. Dana Telsey at Telsey Advisory Group went to $30 from $27 on July 2. Rick Patel at Raymond James lifted his target to $27 from $25 the same day. Matthew Boss at JPMorgan raised his to $32 from $30, also on July 2. Paul Lejuez at Citigroup is the lone Hold among the group. He nudged his target to $25 from $23 on June 29.

Levi’s Consensus Target And Hit Rates

AnaChart’s 13 analysts covering Levi carry an average target of $27.08. That’s a 9.81% upside from the stock’s current level. On Levi specifically, Nikic has hit 0 of his last 3 price targets. Drbul has hit 7 of 12 (58.33%). Boss has hit 20 of 26 (76.92%). Telsey has hit 19 of 36 (52.78%). Lejuez has hit 17 of 24 (70.83%).

Nikic’s published rationale for the Buy centers on Levi’s ability to beat estimates on both sales and earnings. He points to strong execution. Denim trends held up through the year too. Wednesday’s guidance raise matched that thesis directly. Patel’s Outperform, a recent initiation, argues Levi has a longer growth runway than the market expects. That case points to direct to consumer expansion, international growth and margin improvement. Telsey and Boss both raised ahead of the print. That bet paid off once Wednesday’s numbers beat consensus. None of the five desks covering Thursday’s news cut anything.

All five analysts left Thursday’s session holding the same call they walked in with. That ranged from Lejuez’s lone Hold to Boss’s Overweight at $32, the highest number in the group. None of them moved a target after the beat. None moved one after the stock’s own pullback afterward, either.

AeroVironment’s Investor Day Follows a Round of Price Target Cuts Tied to a Lost Space Force Deal

AeroVironment makes drones, loitering munitions and other autonomous defense systems for the U.S. military. It held its 2026 investor day in New York on July 8. The day covered the integration of BlueHalo and Empirical Systems into its autonomous systems business. That came a little more than a week after fiscal fourth quarter results. That quarter, reported June 30, showed revenue of $641.6 million, a roughly 15% beat to estimates. Adjusted earnings were $1.84 a share, against a $1.47 estimate. Funded backlog grew 65%, to $1.2 billion. The company also holds a $500 million Army contract for Titan counter drone systems. That contract runs through June 2029.

Andre Madrid at BTIG reiterated Buy Thursday and held his target at $205. He cited programmatic growth drivers: the Switchblade loitering munition, the Red Dragon program and Titan. Austin Bohlig at Needham also reiterated Buy, holding his target at $225. Both numbers were already lower than where each analyst had them a month earlier. Madrid cut his target to $205 from $330 on June 23, before the earnings print. That cut came after the Space Force terminated AeroVironment’s Satellite Communications Augmentation Resource contract.

AeroVironment’s Consensus Target And Hit Rates

The Space Force also trimmed new contract awards and flagged lower margins in the company’s Space, Cyber and Directed Energy segment. Bohlig cut to $225 from $400 on June 30, the day of the earnings release itself. AnaChart’s 16 analysts covering AeroVironment carry an average target of $284.67. That’s an 80.42% upside from the stock’s current level. On AeroVironment specifically, Madrid has hit 4 of his last 6 price targets (66.67%). Bohlig has hit 2 of 2 (100%), though on a much shorter track record than most of the desk.

Madrid’s bull case rests on the parts of the business that grew even as the satellite contract fell away. Switchblade, Red Dragon and Titan are the three programs he named. All three, he wrote, drove the reiterated Buy. Bohlig frames AeroVironment as entering what he calls a multi year supercycle. He ties that to the BlueHalo acquisition. It reshapes the company, in his view, into a next generation defense prime. Both analysts cut hard before either one reiterated Thursday. Madrid’s cut ran 38%; Bohlig’s ran 44%. That’s even as the quarter itself beat on revenue, earnings and backlog.

Madrid’s career record spans 127 tracked targets on 11 industrial names. It stands at 81.06%. Bohlig is newer to the sector, with 30 tracked targets on 3 stocks. He carries a 58.73% career figure. Both held their post cut numbers Thursday, a day after the company’s own investor day wrapped.

AI Doubts at KeyBanc Drive a Rare Salesforce Downgrade

Salesforce sells cloud-based software that companies use to manage customer relationships and sales pipelines. Its most recent quarter, fiscal Q1 2027, ended April 30. Revenue was $11.1 billion, up 13% from a year earlier. Diluted earnings per share came in at $2.42. Jackson Ader at KeyBanc downgraded Salesforce to Sector Weight from Overweight Thursday morning. He also pulled his price target entirely. His note pointed to a recent CIO survey and a round of customer conversations. Both turned up limited evidence for one specific claim: that Salesforce’s Agentforce AI product is driving the growth the company has been promising investors. Two complaints came up repeatedly in his checks. Customer data isn’t organized well enough yet for meaningful AI work. Agentforce itself isn’t ready as a product, either. Ader removed the price target rather than resetting it lower, an unusual step compared with a straightforward number cut.

Ader’s downgrade was the day’s only rating change on Salesforce. But it lands next to two very different reads from the past several weeks. John Difucci at Guggenheim has held a Hold rating since December. He raised his target to $228 on July 1, a 37.26% upside per AnaChart’s tracking. Scott Berg at Needham has kept a Buy since 2023. His $400 target, set June 16, is the highest number on the Street, a 152.57% upside from Wednesday’s price. AnaChart’s 34 analysts covering Salesforce carry an average target of $262.97, a 57.86% upside from the stock’s current level. Their targets carry a materialized ratio of 75.32%. Ader carries a 66.21% career hit rate, across 424 price targets on 55 stocks.

Where The Bulls And Ader Disagree

Ader’s case is that Agentforce’s contribution to growth sits further out than expected. That view is based on his own CIO checks, rather than anything the company has guided to publicly. Difucci and Berg have kept their ratings tied to Salesforce’s position as the incumbent platform in enterprise software. There’s still no proof that the AI layer is adding to that base the way the company has promised. Berg’s Buy and $400 target and Difucci’s Hold at $228 sit far apart. Neither analyst has cut a number since Ader’s note came out.

Berg’s record on Salesforce specifically stands at 48%, across 25 tracked targets on the stock. Difucci’s is stronger. His record runs 72.97%, across 37. Ader’s downgrade came the same morning both numbers were still on the board.

Thursday’s moves came from Needham, BTIG, Telsey Advisory Group, Raymond James, JPMorgan, Citigroup, KeyBanc and Guggenheim. That activity sits alongside AnaChart’s full history: 661,383 price targets and 759,654 ratings from 7,191 analysts, 3,754 of them still active. The dataset covers 9,686 tickers, going back to 2008. The full record, including every analyst’s met ratio, sits in AnaChart’s analyst price target dataset.