NextDecade (NEXT) has an average rating of overweight and mean price target of $9.33, according to analysts polled by FactSet.
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Dow (DOW) has an average rating of overweight and mean price target of $43.12, according to analysts polled by FactSet.(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:BABA reported mixed Mar-Q results with revenue up 3% to CNY243.4B, below the CNY247.1B consensus, though up 11% on a like-for-like basis excluding disposed businesses. BABA posted its first operating loss since 2021 at -CNY0.8B, with adj-EBITA margins compressing to 2% vs. 14% in the prior year, mainly due to strategic investments in e-commerce (e.g., quick commerce) and AI initiatives. Cloud Intelligence Group revenue accelerated to 38% growth (+40% from external customers) vs. 36% growth in the Dec-Q, with AI products now representing 30% of external cloud revenue after 11 quarters of triple-digit growth. Management expressed confidence despite near-term margin pressure, emphasizing strategic investments position the company for competitive advantages. Quick commerce revenue surged 57% to CNY20.0B, though unit economics remain under development. We expect more significant improvement in quick commerce unit economics in FY 27 as strategic investments in AI and cloud infrastructure scale toward profitability.
Analysts lowered their price targets on Pet Valu Holdings (PET.TO) after the Canadian pet food and pet supply retailer reported Q1 results on Tuesday.The stock declined $2.76, or 14%, to $17 on the Toronto Stock Exchange.Analyst Cheryl Zhang reduced TD Securities' price target on PET to $22 from $34, and maintained a Buy rating."Shares fell 14% yesterday on reduced earnings outlook driven by elevated value-seeking behaviour and fuel costs," Zhang said in a note to clients."We maintain Buy as the attractive long-term growth outlook is unchanged and valuation at 10.4x NTM EPS is compelling," the analyst said. "However, investor sentiment may take time to recover as earnings return to growth in H2/26."RBC Capital Markets analyst Irene Nattel lowered her target to $26 from $27, and maintained an Outperform rating."...Investors are clearly disappointed with downward revision to 2026 guidance, including management commentary around heightened level of consumer value-seeking behaviour," Nattel said in a note to clients."Having said that, in our view, pressure on shares/ valuation already reflects current state of consumer demand/SSS, and understates PET's solid fundamental positioning, capital-light model and high ROIC/FCF," the analyst said.Desjardins analyst Chris Li lowered his price target to $26 from $32, and maintained a Buy rating."...At a forward P/E of only ~10.5x, we believe PET's valuation already reflects the near-term challenges, with potential for improvement in 2H as promo intensity eases and PET laps year-ago pricing investments," Li said in a note to clients.