Evercore ISI analyst Jon Chappell increased the price target for Knight Transportation (NYSE:KNX), an $8.9 billion transportation company, to $62 from $61, while maintaining an In Line rating. The adjustment follows Knight Transportation's fourth-quarter earnings,

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”,

NRG Energy (NYSE:NRG) +6.6% in Tuesday's trading to an all-time high of $111.81 as Evercore ISI upgrades shares to Outperform from In-Line with a $126 price target, hiked from $74, believing the stock remains undervalued compared to peers even after its strong performance in 2024.

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”,

NRG Energy stock (NYSE:NRG) received an upgrade from Evercore ISI, moving from an In Line to an Outperform rating, with a significant increase in the price target to $126.00, up from the previous $74.