Major Analyst Recommendations for Thursday: Nvidia, Apple, Tesla, Microsoft, Broadcom, Salesforce, Amazon, AMD, and Others
RBC and Bank of America Upgrades: RBC upgraded Leidos to outperform, citing strong management and business execution, while Bank of America reiterated a buy on Salesforce despite concerns over AI pressures, noting a steady backlog growth.
HSBC and Citi Recommendations: HSBC upgraded Copart to buy, believing in its potential for earnings expansion, and Citi maintained a buy on Nvidia, anticipating a brief stock breather before upcoming catalysts.
Barclays and MoffettNathanson Actions: Barclays initiated coverage on Ideaya Biosciences with an overweight rating and upgraded Amazon to overweight, expecting growth in AWS revenue, while MoffettNathanson upgraded Apple to neutral, citing resolved risks.
Mixed Outlooks from Other Firms: Deutsche Bank added a buy on Mobileye, highlighting positive near-term catalysts, while Seaport downgraded AMD to neutral due to slowing progress in its AI business, reflecting a cautious outlook.
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- Market Performance: Equities experienced a decline last week, with all three major indexes falling by at least 1.2%.
- Economic Indicators: This downturn occurred despite a better-than-expected jobs report from the Bureau of Labor Statistics and a relatively stable inflation report.
- Earnings Release Schedule: Copart will release its Q2 fiscal 2026 earnings on February 19, 2026, at 4:00 PM ET, reflecting the company's performance in the global online vehicle auction market.
- Conference Call Timing: A conference call will follow at 5:30 PM ET on the same day to discuss the earnings results, which is expected to attract significant attention from investors and analysts, enhancing the company's transparency.
- Live Webcast Availability: The conference call will be webcast live on Copart's investor relations website, ensuring that global investors can access the latest company updates in real-time, thereby improving investor engagement.
- Company Background Information: Founded in 1982, Copart is a global leader in online vehicle auctions, selling over 4 million units last year, showcasing strong market demand and business growth potential.
- Earnings Release Schedule: Copart will announce its Q2 fiscal 2026 earnings on February 19, 2026, at 4:00 PM ET, followed by a conference call at 5:30 PM ET to discuss financial performance and insights.
- Live Conference Call: The conference call will be webcast live on Copart's investor relations website, allowing investors to participate via the 'Listen Here' link, enhancing transparency and engagement with stakeholders.
- Company Overview: Founded in 1982, Copart is a global leader in online vehicle auctions, connecting approximately 1 million members across 185 countries, showcasing its significant influence in the global market.
- Sales Performance Summary: Over the past year, Copart sold more than 4 million vehicles across 250+ locations in 11 countries, demonstrating its extensive reach and strong demand in the vehicle remarketing services sector.
- New Investment Disclosure: According to an SEC filing dated February 10, 2026, Robertson Opportunity Capital disclosed a new stake in MarketAxess (NASDAQ:MKTX) by purchasing 28,830 shares valued at approximately $5.23 million, indicating confidence in the company.
- Asset Allocation Change: This acquisition represents 1.9% of Robertson's 13F reportable assets, highlighting MarketAxess's significance in the portfolio and potentially influencing future investment decisions.
- Market Performance Analysis: As of February 9, 2026, MarketAxess shares were priced at $171.23, down 13.7% over the past year and underperforming the S&P 500 by 28 percentage points, reflecting market caution regarding its future growth.
- Growth Potential Assessment: Despite total sales only inching up 4% in 2025, MarketAxess saw average daily volumes in block trading, portfolio trading, and dealer-initiated trading increase by 29%, 41%, and 32% respectively, indicating significant growth opportunities in the largely untapped bond trading market.
- Price Target Adjustment: The latest revision of Copart's price target reflects a reassessment of the company's outlook based on current information, prompting investors to reevaluate their investment decisions without relying on assumed trends.
- Market Reaction: This change in target price may provoke differing opinions among investors regarding Copart's stock, especially as the gap between the current share price and the new target may highlight varying expectations on margins, volumes, or capital allocation.
- Analyst Perspectives: Different analysts may apply various methods to assess Copart's fair value, meaning a single target price typically falls within a broader range of fair value views, necessitating investors to revisit their assumptions when targets shift.
- Community Engagement: The Simply Wall St community provides a platform for investors to connect company narratives with expectations for revenue, earnings, and margins, thereby enhancing their understanding of Copart's market performance and fair value.
- Stake Reduction: Quantum Capital Management reduced its stake in Landstar System by 61,397 shares in Q3 2025, resulting in an estimated value decrease of approximately $12.83 million, indicating a cautious outlook on the company's future performance.
- Ownership Proportion Shift: Following this reduction, Landstar now represents only 4% of Quantum's reportable AUM, reflecting a diminished relative importance in the investment portfolio that may affect market focus on the company.
- Market Performance: As of November 12, 2025, Landstar shares were priced at $130.43, down 29.9% year-over-year and underperforming the S&P 500 by 45 percentage points, highlighting significant market pressures faced by the company.
- Shareholder Returns: Despite these challenges, Landstar plans to pay a special dividend of $2 per share on January 21, 2026, demonstrating management's confidence in the company's cash flow and commitment to returning value to shareholders.








