AlphaValue/Baader Europe on Monday downgraded Swiss computer peripherals and software company Logitech International (LOGN.SW) to sell from reduce and increased its price target to 80.60 francs from 78.30 francs.
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Goldman Sachs on Monday upgraded British property investment and development company Segro (SGRO.L) to buy from neutral and raised the price target to 9 pounds sterling from 8 pounds.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:SAIC delivered Q1 FY 27 (Jan.) revenue of $1.91B (+2% Y/Y), beating the consensus by $90M, with organic growth of approximately 0.5% marking stabilization after recent revenue contraction trends. Adjusted EBITDA margin expanded significantly to 11.6% (up 320 bps) while adjusted EPS of $3.23 beat expectations by $0.95, due to margin improvement and aggressive share repurchase activity. The quarter demonstrated meaningful progress in operational efficiency and business mix optimization, with operating margin reaching 9.4% (up 300 bps from the prior year). Net bookings of $2.1B yielded a quarterly book-to-bill ratio of 1.1x, including notable multi-year recompete contract wins totaling approximately $970M within the U.S. Space and Intelligence Community. We believe the substantial margin expansion and improved booking momentum signal strengthening fundamentals, though we expect revenue growth to remain modest given the challenging government contracting environment and budget uncertainties.
Desjardins raised its price target on BRP Inc. (DOO.TO) to C$103 from $97 on Monday.Analyst Benoit Poirier maintained a Buy rating on shares of the Canadian recreational vehicle manufacturer."1Q FY27 beat expectations, and we view the updated guidance and mitigation plan positively," Poirier said in a note to clients."Guidance includes a $500-550 Million tariff headwind, partly offset by a $200 Million mitigation plan," the analyst said."2Q FY27 guidance is below expectations, mainly due to timing impacts from weather and mitigation benefits weighted to 2H," Poirier said."We are encouraged by BRP's balance sheet, premium positioning and supportive trends."(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)