Catching Up on Small-Cap Portfolio Price Targets
The portfolio took a beating along with the broader marketplace.
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Earnings are done for the quarter for the names still in this portfolio. The portfolio had a wild week as did the broader marketplace. Thursday’s beatdown of small- to medium-cap stocks in response to rising interest rates really put a hurting on this portfolio. We had made some real progress earlier in the week. Now we move forward, and I think, are better positioned for the last month-and-a-half of the year than we were.
The responsibility for the poor setup prior to this autumn 2026 market volatility obviously lies with the guy running the book. Today, I’ll hit readers with a plethora of portfolio news going back all week and beyond. Finally, with all of our earnings out of the way, I have time and room available to catch readers up. Most of this news is adjustments made by analysts covering these stocks as they went to the tape with their numbers.
Portfolio News
Aspen Aerogels (ASPN)
Late last week, analyst Chip Moore of Roth MKM reiterated his “buy” rating on ASPN along with his $7.75 target price. Moore is rated at five stars out of five by TipRanks. Over the past two years, he has compiled a success rate of 55% while generating an average return of 43.2%.
Late last week, analyst David Anderson of Barclays reiterated his “sell” rating on ASPN along with his $5 target price. Anderson is rated at four stars out of five by TipRanks. Over the past two years, he has compiled a success rate of 52% while generating an average return of 10.4%.
Evolv Technologies (EVLV)
On Wednesday, analyst Michael Latimore of Northland Securities reiterated his “buy” rating on EVLV while reducing his target price from $10 to $9. Latimore is rated at four stars out of five by TipRanks. Over the past two years, he has compiled a success rate of only 29% but has generated an average return of 4.8%.
On Wednesday, analyst Jeremy Hamblin of Craig-Hallum reiterated his “buy” rating on EVLV while reducing his target price from $11.25 to $10. Latimore is rated at four stars out of five by TipRanks. Over the past two years, he has compiled a success rate of 46% while generating an average return of 10.1%.
Ocular Therapeutix (OCUL)
On Tuesday, analyst Lisa Walter of RBC Capital reiterated her “buy” rating on OCUL along with her $30 target price. Walter is rated at three stars out of five by TipRanks. Over the past two years, she has compiled a success rate of 51% while generating an average return of 3.8%.
On Tuesday, analyst Tazeen Ahmad of Bank of America reiterated her “buy” rating on OCUL along with her $27 target price. Ahmad is rated at four stars out of five by TipRanks. Over the past two years, she has compiled a success rate of 53% while generating an average return of 3.5%.
On Wednesday, analyst Serge Belanger of Needham reiterated his “buy” rating on OCUL along with his $18 target price. Belanger is rated at five stars out of five by TipRanks. Over the past two years, he has compiled a success rate of 48% while generating an average return of 24.8%.
On Wednesday, analyst Yi Chen of HC Wainwright reiterated his “buy” rating on OCUL while increasing his target price from $25 to $28. Chen is rated at two stars out of five by TipRanks. Over the past two years, he has compiled a success rate of 39% while generating an average return of 0.7%.
Ondas Inc (ONDS)
Late last week, analyst Trevor J. Walsh of Citizens JMP initiated a “buy” rating on ONDS along with a $14 target price. Walsh is rated at five stars out of five by TipRanks. Over the past two years, he has compiled a success rate of 65% while generating an average return of 58.9%.
On Thursday, analyst Amit Dayal of HC Wainwright reiterated his “buy” rating on ONDS along with his $25 target price. Dayal is rated at one star out of five by TipRanks. Over the past two years, he has compiled a success rate of 31% while generating an average return of -1.8%.
On Friday morning, analyst Austin Bohlig of Needham reiterated his “buy” rating on ONDS while reducing his target price from $19 to $14. Bohlig is rated at zero stars out of five by TipRanks. Over the past two years, he has compiled a success rate of 7% while generating an average return of -38.3%. In fact, TipRanks ranks this analyst in the bottom 2.2% of all analysts tracked.
Peloton Interactive (PTON)
On Monday, analyst Susan Anderson of Canaccord Genuity initiated a “buy” rating on PTON along with an $8 target price. Anderson is rated at zero stars out of five by TipRanks. Over the past two years, she has compiled a success rate of 38% while generating an average return of -5.6%.
On Tuesday, Peloton Interactive announced the launch of a private offering of $600 million aggregate principal amount of senior secured notes due 2032 and the proposed entry into a $200 million five-year revolving credit facility. Peloton intends to use the net proceeds from the offering, together with cash on hand, to repay all term loans outstanding under its existing $1 billion five-year term loan facility which will be terminated in connection with this repayment, and to pay fees and expenses related thereto. Any remaining net proceeds will be used for general corporate purposes.
Rocket Lab (RKLB)
Since earnings were released on Tuesday, 10 different sell-side analysts have opined on Rocket Lab. Of the 10, eight reiterated “buy” or buy-equivalent rating, while two reiterated a “hold” rating. One of the “holds” did not set a target. Six reduced their target prices while one increased his target.
After all of these adjustments, the average target price of those nine analysts is $97.33 with a high of $132 (Eric Rasmussen of Stifel Nicolaus, five stars) and a low of $58 (Alexander Potter of Piper Sandler, five stars). Tossing those two out as possible outliers, the average target across the other seven analysts barely moves, up to an even $98.
SoFi Technologies (SOFI)
On Monday, analyst Lance Jessurun of Scotiabank reiterated his “buy” rating on SOFI along with his $26 target price. Jessurun is rated at 1.5 stars out of five by TipRanks. Over the past two years, he has compiled a success rate of 59% while generating an average return of just -1.2%.
Thursday’s Intention vs Actual Trade
Intention: Purchase 20 shares of ONDS at or close to the last sale of $5.38
Actual trade: Bought 20 shares of ONDS at $5.37
Friday’s Intentions
No trades intended
Current Positions
Long 80 shares of (ASPN) at $5.0263. Target price: $8. Last sale: $6.05.
Long 80 shares of (EVLV) at $5.0061. Target price: $7.50. Last sale: $4.19.
Long 200 shares of (OCUL) at $7.7263. Target price: $10. Last sale: $6.33.
Long 350 shares of (ONDS) at $7.4161. Target price: $10. Last sale: $5.38.
Long 100 shares of (PTON) at $5.2708. Target price: $9. Last sale: $5.61.
Long 20 shares of (RKLB) at $50.942. Target price $84. Last sale: $64.66.
Long 150 shares of (SOFI) at $15.947. Target price: $24. Last sale: $15.78.
Cash: $224.40.
Portfolio value: $8,413.00, -15.9% from inception on March 24.
At the time of publication, Guilfoyle was long ASPN, EVLV, OCUL, ONDS, PTON, RKLB and SOFI.
