Selected Stock Price Target News — July 29, 2026
By Mathew Auto
Three companies drew a wave of analyst reaction today, each for a different reason. CoStar Group ($CSGP) beat on earnings but guided next quarter below Wall Street’s targets. Four analysts responded within hours, two of them cutting their ratings outright. The Cheesecake Factory ($CAKE) logged its first ever billion-dollar quarter. That split three analysts between a downgrade, an upgrade, and a target hike. Bloom Energy ($BE) more than doubled its revenue and raised its full-year guidance. That drew a fresh upgrade alongside two more constructive notes.
CoStar’s Weak Guidance Triggers A Wave Of Downgrades Despite A Q2 Beat
CoStar Group runs online marketplaces for commercial and residential real estate, including CoStar, LoopNet, Homes.com, and Apartments.com. Its customers span property brokers, landlords, and everyday home shoppers looking for an apartment or a house. Second quarter revenue reached $925 million, up 18 percent from a year earlier. Adjusted earnings per share came in at $0.32, beating a $0.29 estimate. Adjusted EBITDA more than doubled to $184 million.
Guidance did the damage, not the quarter itself. CoStar guided third quarter revenue to $935 million to $945 million, short of a $965.6 million estimate. Full-year revenue guidance was cut too, down to roughly $3.74 billion from $3.8 billion. Investors read that as a sign that demand is cooling even as current results look strong. Shares fell about 12 percent on the news. Four analysts weighed in today. Stephen Sheldon of William Blair downgraded CoStar from Outperform to Market Perform. Ryan Tomasello of Keefe, Bruyette & Woods made the same call. He downgraded to Market Perform from Outperform and cut his price target from $41 to $29. Jake Fuller of BTIG held his Buy rating but lowered his target from $55 to $42. Mayank Tandon of Needham kept Buy as well, trimming his target from $50 to $40.
CoStar’s Stock Price Target News This Week
Jeffrey Meuler of Baird carries a Buy on CoStar at $34. He’s held that call since June 2020. His targets have hit 5 of 15 times, 33.33 percent. George Tong of Goldman Sachs also holds Buy, at $46, since November 2017. His targets have hit 7 of 17 times, 41.18 percent. Jason Haas of Wells Fargo carries the lone Sell among the three, at $26. His track record is the best of the group, 9 of 10, 90 percent. Tomasello’s new $29 target lands just above Haas’s $26 Sell. Fuller’s $42 and Tandon’s $40 both sit between Tong’s $46 and Meuler’s $34.
Cheesecake Factory Splits Analysts After Its First $1 Billion Quarter
The Cheesecake Factory operates 375 restaurants across the United States and Canada. Its brands include the namesake chain, North Italia, Flower Child, and the Fox Restaurant Concepts portfolio. It also licenses another 36 locations internationally. Second quarter revenue reached $1.03 billion, up 8 percent from a year earlier. It was the company’s first quarter ever above $1 billion. Adjusted earnings per share hit $1.44, up 24 percent from a year ago. That figure beat Street estimates by more than 25 percent.
Comparable sales at the flagship Cheesecake Factory brand grew 5.8 percent. That was split between 2.7 percent traffic growth and 3.0 percent pricing. Management guided full-year revenue to roughly $4 billion. Today, three analysts moved. Andy Barish of Jefferies downgraded Cheesecake Factory from Buy to Hold. He raised his price target anyway, from $75 to $88. Brian Harbour of Morgan Stanley moved the other direction. He upgraded from Underweight to Equalweight and lifted his target from $50 to $80. Jim Salera of Stephens & Co. held his Equal-Weight rating but boosted his target from $80 to $93, the new Street-high.
Cheesecake Factory’s Stock Price Target News This Week
Jon Tower of Citi has been the prior Street-high, at $90, a Buy he’s held since October 2024. His targets have hit 30 of 31 times, 96.77 percent. Dennis Geiger of UBS carries a Sell at $60. He’s held it since November 2023, hitting 7 of 12, 58.33 percent. John Ivankoe of JPMorgan also holds Sell, at $68. His record is perfect, 14 of 14, 100 percent. Salera’s new $93 target now tops Tower’s $90. Harbour’s $80 and Barish’s $88 both sit above Ivankoe’s $68 and Geiger’s $60.
Bloom Energy Draws An Upgrade After Revenue More Than Doubles
Bloom Energy makes solid oxide fuel cells and sells them as on-site power systems to data center operators, manufacturers, and utilities. Data centers that can’t wait years for a new grid connection have driven much of that demand over the past year. Second quarter revenue reached $1.065 billion, up 165.5 percent from a year earlier. Product revenue alone climbed 215.4 percent. Net income came in at $196.3 million, versus an operating loss in the same quarter last year.
Bloom Energy raised its full-year guidance to $3.9 billion to $4.2 billion in revenue. Adjusted earnings per share is now guided to $2.55 to $2.85 for the year. Today, three analysts responded. Tom Hayes of Clear Street upgraded Bloom Energy from Hold to Buy. He set a new $290 price target. Gregory Lewis of BTIG reiterated his Buy rating, holding his target at $295. Sunaina Ocalan of Bernstein kept her Market Perform rating but raised her target from $276 to $282.
Bloom Energy’s Stock Price Target News This Week
Mark Strouse of JPMorgan carries the Street-high on Bloom Energy at $346. It’s a Buy he’s held since October 2025, and his targets have hit 20 of 23 times, 86.96 percent. Jeffrey Osborne of TD Cowen holds Hold at $235. His track record is the best of the group, hitting 9 of 10, 90 percent. Biju Perincheril of Susquehanna holds Buy at $298, hitting 15 of 16, 93.75 percent. Hayes’s new $290 target lands between Osborne’s $235 Hold and Perincheril’s $298 Buy. It’s still well below Strouse’s $346 Street-high, the most bullish call on the board.
That closes out today’s stock price target news across three of the Street’s most active names. Track records for every analyst above are on anachart.com. Deeper analysis, including retired analysts going back to 2004 and on demand research, is at anachart.store.