Lincoln National (LNC) has an average rating of hold and mean price target of $42.83, according to analysts polled by FactSet.
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Price: $34.52, Change: $+0.46, Percent Change: +1.34%
RLI (RLI) raised its quarterly cash dividend by $0.02 to $0.18 a share, declared a $2 special dividend and authorized a new stock buyback program of up to $250 million.Both dividends are payable June 12 to holders of record May 29, the company said Thursday in a statement.RLI shares rose 4.2% in midday trading.Price: $49.78, Change: $+2.01, Percent Change: +4.21%
Dynatrace (DT) has multiple drivers on its path to fiscal 2027 acceleration, RBC Capital Markets said in a Wednesday note.The company had a "good, but not great" fiscal Q4, as annual recurring revenue grew 16% in constant currency for the fourth quarter in a row, RBC analysts said.Dynatrace provided bullish guidance around net new annual recurring revenue for fiscal 2027, but investors are trying to reconcile this with the fact that growth was actually slower in H2 of fiscal 2026, ending at 9% growth, according to the note. To achieve this target, the company would need to hit 23% growth, nearly double the 12% growth seen in fiscal 2026, the analysts said.The keys to growth for net new annual recurring revenue will be mainly Dynatrace Platform Subscription renewals, higher sales productivity, the Logs product, and new customers, the analysts said.RBC maintained the company's stock rating at outperform and reduced the price target to $45 from $50.Price: $36.59, Change: $+1.86, Percent Change: +5.36%
Solv Energy (MWH) is expected to grow revenue at a mid-teens CAGR through 2030, outpacing a largely flat US utility-scale solar market, supported by rising battery storage demand, backlog growth and expansion in operations and maintenance services, UBS Securities said in a note Thursday.The analyst said the company's growth outlook is supported by a highly contracted backlog of about $8.2 billion, providing strong earnings visibility and near-term execution confidence, with its exposure to both solar and storage offering structural advantages versus broader industry trends.UBS said SOLV Energy's outperformance is largely reflected in expectations after recent gains, noting that while it is still expected to outpace the broader solar market, the growth gap versus the industry is likely to narrow over time.According to the note, the firm said that already well-recognized guidance strength and elevated valuation levels limit further upside, resulting in a more balanced risk-reward profile despite ongoing structural growth advantages.UBS downgraded the rating on the stock to neutral from buy, while raising its price target to $50 from $42.Shares of SOLV Energy were down more than 4% in Thursday trading.Price: $44.70, Change: $-2.08, Percent Change: -4.44%