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Barclays

May 11, 2026

Americas Small Cap Research Summary

Market ReportEquitiesConsumer StaplesHealth Care

Barclays provides a summary of changes in ratings, price targets, and EPS estimates for various Americas small-cap stocks following 1Q26 results.

Key Takeaways

  • 1.Significant updates to ratings and price targets for 16 small-cap companies across various sectors following 1Q26 earnings results.
  • 2.Healthcare stability is improving across managed- and value-based care settings despite broader market volatility.
  • 3.The consumer sector is facing a 'challenging macro', leading some firms to reinvest upsides into growth initiatives rather than increasing profit guidance.

Table of Contents

  • Summary of Changes
  • Publications Summary
  • Consumer
  • Energy
  • Healthcare
  • Industrials
  • Internet & Media
  • Power & Utilities
  • Retail
  • Technology
  • Analyst(s) Certification(s)
  • Important Disclosures

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Authors

Andrew LazarMatt MiksicRoss Sandler

Securities

ADNTASTHSENSTNDM

Themes

1Q26 Earnings RecapsSmall Cap Target Revisions

Regions

North AmericaUnited StatesChina