Evercore ISI analyst Amit Daryanani lowered the firm’s price target on Sensata (ST) to $40 from $43 and keeps an Outperform rating on the shares. The firm remains constructive on companies tied to broader enterprise IT and AI-related infrastructure spending and thinks the setup for calendar Q4 “remains favorable”,

Fintel reports that on January 17, 2025, Evercore ISI Group downgraded their outlook for Warby Parker (NYSE:WRBY) from Outperform to In-Line. Analyst Price Forecast Suggests 6.11% Downside As of December 23,

Evercore ISI raised the firm’s price target on Arista Networks (ANET) to $130 from $110 and keeps an Outperform rating on the shares. The firm remains constructive on companies tied to broader enterprise IT and AI-related infrastructure spending and thinks the setup for calendar Q4 “remains favorable”,

Although the company’s growth drivers remain intact and an “impressive” management team has delivered a consistent track record of excellence amid a challenging environment, Evercore ISI’s Mark Mahaney sees few catalysts that could drive a significant outperformance in the stock,