Yum! Brands (YUM) has an average rating of overweight and mean price target of $174.84, according to analysts polled by FactSet.
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CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our Buy rating and raise our 12-month target price to USD22 (from USD16). Our target price is based on a 2027 P/Sales multiple of 4.65x, representing 0.5 standard deviation above the five-year average of listed Optical Network peers (including Ciena, Coherent, and Lumentum) of 3.25x. The premium reflects Nokia's growing exposure to Optical Networks, which we believe should benefit from rising AI-driven data center interconnect and cloud networking demand. We maintain our revenue forecasts of EUR21.5B (+8% Y/Y) in 2026 and EUR23.3B (+8% Y/Y) in 2027, reflecting continued growth in AI-related networking demand, expanding cloud and data center investments, and a gradual recovery in telecom spending. We keep our EPADS estimates at EUR0.32 (+10% Y/Y) in 2026 and EUR0.39 (+22% Y/Y) in 2027, supported by a richer business mix, increasing contribution from higher-margin infrastructure businesses, operating leverage from revenue growth, and continued cost discipline.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We keep our target price at USD20, implying a 2026 P/S of 1.3x, below its three-year average of 1.6x. The discount in valuation is justified by potential margin pressure from AI investments in 2026, and a second-tier market position, with limited upside until the company demonstrates sustained quarterly profitability and concrete AI monetization. We project revenue growth moderating to 24%/17% for 2026/2027, largely due to increased vehicle deliveries and new model launches, but declining ASPs from intensifying competition (BYD, Geely), product mix dilution, and lower subsidies will lead to slower growth. Elevated R&D spending on next-generation autonomous driving an d robotics platforms, upfront costs for global sales and infrastructure expansion, and persistent input cost inflation will likely further dampen margins through 2026 despite improved scale efficiency. We trim our estimate to a loss per ADS (LPADS) of CNY3.02 (from EPADS of CNY0.66) for 2026 and 2027's EPADS to CNY0.48 (from CNY2.00).
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our target to $259 from $211 on 35x our 2027 EPS estimate, reflecting TWLO's transformation into an AI communications infrastructure provider with rapidly improving growth and profitability metrics. We increase our 2026 and 2027 EPS views to $5.99 and $7.39, up from $5.92 and $7.02, respectively. This is driven by accelerating AI demand and ongoing margin expansion. We believe the premium valuation is warranted given the company's positioning as essential communications plumbing for AI agents and inflecting business momentum. Recent results reinforce this trajectory, with Voice revenue growth accelerating to 20% in Q1 (the highest in years), organic revenue growth reaching 16%, and DBNER expanding to 114%, trends we believe are sustainable through 2027 as AI-native companies scale operations and industrywide agentic AI adoption continues. The company's profitability inflection is equally compelling, with non-GAAP operating margins expanding to 19.8% in Q1, pushing toward the 21%-22% target by 2027.