Oppenheimer Adjusts Price Target on Ridgepost Capital to $15 From $16, Keeps Outperform Rating

Oppenheimer Holdings stock rose 2.7% in pre-market trading to $123.25, surpassing its 52-week high, as the company distributed a $0.20 per share dividend. This follows strong Q2 2026 earnings, with revenue up 21.9% YoY to $454.9M and adjusted EPS at $4.27. Client assets under management reached a record $59.4B. The stock's technical breakout and positive fundamentals drove the gain, independent of broader market trends.

Oppenheimer maintained an 'Outperform' rating for Revolution Medicines (RVMD) and raised its price target from $230 to $260. The biotech company has a $46.8B market cap but faces profitability and growth concerns, with a GF Score of 25/100. Insiders have sold $54.5M in shares over the past three months.

Ridgepost Capital (NYSE:RPC) reported Q2 revenues of $81.28M, up 11.5% YoY, exceeding estimates by 3.6%. The stock is down 2.3% since reporting. Hamilton Lane (NASDAQ:HLNE) saw revenues of $275.3M, up 56.5% YoY, beating estimates by 21%, with the stock up 12.4%. StepStone Group (NASDAQ:STEP) reported $300.6M in revenues, up 26.6% YoY, missing estimates by 3.9%, with the stock down 1.1%. SEI Investments (NASDAQ:SEIC) reported $641.6M in revenues, up 14.7% YoY, beating estimates by 0.7%, with the

Oppenheimer upgraded Intuitive Surgical (ISRG) from “Perform” to “Outperform” and set a $500 price target, implying about 24.6% upside, citing robotic surgery growth and AI plans. The article notes Q2 revenue of $2.89B (vs $2.82B expected), EPS $2.80, da Vinci and Ion procedure growth, and ISRG guidance for da Vinci growth of 13.5% to 15.5%.

CoStar Group reported $925M revenue for the quarter ended July 28, up 18.4% YoY but slightly below analysts’ $928.81M estimate. EPS was $0.32 versus $0.29 consensus. Oppenheimer Asset Management added 265,401 shares worth about $7.5M in Q2, per its 13F. CoStar guided Q3 EPS to $0.31-$0.34 and FY EPS to $1.32-$1.39.

Ridgepost Capital (NYSE:RPC) reported Q2 CY2026 revenue of $80.91 million, up 11% year on year, exceeding Wall Street estimates by 3.1%, according to the company. Non-GAAP EPS was $0.24, 5.5% above consensus. The firm reported AUM of $34.3 billion, up 18.8% year on year, and the stock rose 5.3% to $9.52 after results.