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Research40d ago

Maybank Research Upgrades S P Setia to Buy from Hold; Price Target is MYR1.25

KLSE:SPSETIA

Research40d ago

CICC Starts OneRobotics (Shenzhen) at Outperform with HK$140 Price Target

HKG:6600

Research40d ago

Fubon Securities Downgrades United Orthopedic Corporation to Neutral from Buy; Price Target is NT$101

TWO:4129

Research40d ago

Hong Leong Investment Bank Downgrades S P Setia to Hold from Buy; Price Target is MYR1

KLSE:SPSETIA

Research40d ago

MIDF Amanah Downgrades S P Setia to Neutral from Buy; Price Target is MYR0.98

KLSE:SPSETIA

Research40d ago

Macquarie Upgrades Tidlor Holdings to Outperform from Underperform; Price Target is THB19

BKK:TIDLOR

Research40d ago

Tokai Tokyo Downgrades Hirata to Neutral from Outperform; Price Target is 3,120 Yen

TYO:6258

Research40d ago

Research Alert: CFRA Maintains Strong Buy Opinion On Shares Of Nvidia Corporation

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 $270, on a P/E of ~23x our CY 27 EPS view of $11.95, within peers but well below its historical averages. After better-than-expected Apr-Q results and Jul-Q guidance, we lift our FY 27 (Jan.) EPS view to $8.90 from $8.41 and FY 28 to $11.95 from $11.40. We come away positive on NVDA's growth trajectory (e.g., CPUs, content growth), greater cash return to shareholders (at least $100B annually rate on $200B FCF run rate), and valuation (~18x on CY 27 EPS). NVDA's greater traction on the CPU side with Vera opens a brand new $200B TAM, with potentially $20B in standalone CPU revenue in FY 27, a market NVDA has never addressed before. We also see accelerating diversification beyond hyperscalers, as AI Clouds, Industrial, & Enterprises now nearly match the spending of hyperscalers and are growing 31% sequentially vs. Hyperscale's 12% sequential growth. This balanced customer mix validates the broadening AI adoption thesis across enterprises, sovereign nations, and industrial applications.

$NVDA

Research40d ago

JPMorgan Upgrades Ameren to Overweight From Neutral, Adjusts Price Target to $126 From $120

Ameren (AEE) has an average rating of overweight and mean price target of $120.86, 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)

$AEE

Research40d ago

CICC Initiates Quanta Services at Outperform With $872 Price Target

Quanta Services (PWR) has an average rating of overweight and mean price target of $802.91, 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)

$PWR

Research40d ago

UBS Upgrades GE Healthcare Technologies to Neutral From Sell, Adjusts Price Target to $69 From $75

GE Healthcare Technologies (GEHC) has an average rating of overweight and mean price target of $78.59, 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)

$GEHC

Research40d ago

Goldman Sachs Upgrades Occidental Petroleum to Neutral From Sell, Adjusts PT to $64 From $57

Occidental Petroleum (OXY) has an average rating of hold and mean price target of $65.29, 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)

$OXY

Research40d ago

Jefferies Downgrades Afcons Infrastructure to Hold from Buy; Adjusts Price Target to INR305 from INR440

BOM:544280NSE:AFCONS

Research40d ago

Maybank Securities Upgrades Thai Beverage Public Company to Buy from Hold; Adjusts Price Target to SG$0.48 from SG$0.43

SGX:Y92

Research40d ago

Research Alert: CFRA Maintains Sell Rating On Shares Of Bio-rad Laboratories Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raised our 12-month target price by $10 to $245, reflecting a 27x multiple on our 2026 EPS estimate, a discount to BIO's three-year historical forward average of 29.5x. We lowered our 2026 EPS estimate to $9.09 from $9.17 and 2027 to $9.80 from $9.87. Though valuations improved somewhat following recent reports of a meaningful stake by activist investor Elliott Management, we think BIO and life sciences tools and services peers continue to navigate a difficult operating environment with pressures in key end markets such as biotech and government/academia. Following BIO's guidance during the Q1 earnings report, we anticipate flat to negative 0.5% sales growth in 2026, along with adjusted operating margin compression to 10.6% from 12.1%. BIO had total cash of $1.6B as of March 31, 2026, supporting the company's negative net debt position (cash exceeds debt).

$BIO

Research40d ago

Research Alert: CFRA Adds Shares Of Astrazeneca Plc To The Total Return Portfolio

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We add shares of AstraZeneca Plc (AZN) to the Total Return portfolio, replacing Medtronic (MDT). In our view, AZN's pipeline, one of the strongest vs. peers, provides a compelling long-term growth story. Late-stage pipeline execution remains robust, with four positive high-value Phase 3 readouts and 14 regulatory approvals achieved so far in 2026. More than 20 Phase 3 trial readouts are expected in 2026, offering multiple near-term catalysts. We think the near-term patent expirations (Farxiga, April 2026, and Soliris, 2027) are well-managed through a robust pipeline and successful lifecycle management. In our view, the solid oncology segment remains a primary growth contributor. AZN has built a strong oncology portfolio, with key drugs like Enhertu, Tagrisso, and Imfinzi that are protected well into the 2030s. Q1 2026 demonstrated sustained momentum, with the oncology segment leading revenue growth (+16% CER, with Enhertu +34% CER based on continued global demand).

$AZN

Research40d ago

Research Alert: Nordson: Q2 Fy 26 Results Top Expectations, Guidance Lifted

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:NDSN delivered strong Q2 FY 26 (Oct.) results, with sales of $741M (+8% Y/Y) and adjusted EPS of $2.86 (+18% Y/Y), beating consensus of $2.85. Organic sales growth of 7% was broad-based across segments, with favorable foreign exchange rates contributing an additional 3%. Order backlog growth of 18% was encouraging, reflecting demand recovery that we see providing stronger visibility and positioning NDSN well for growth. Management raised full-year guidance for both sales and adjusted EPS as demand conditions brighten. Segment performance was mixed, with Industrial Precision Solutions achieving 10% sales growth but experiencing 100-bps EBITDA margin compression to 35%. Advanced Tech Solutions was the standout performer, posting 8% organic growth while expanding EBITDA margins 200 bps to 27%, driven by strong electronics demand. Free cash flow conversion was robust at 113% of adjusted net income, enabling the strategic CapstanAG acquisition to expand precision agriculture capabilities.

$NDSN

Research40d ago

Research Alert: Urban Outfitters Q1 Beats Estimates On Namesake And Free People Strength

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:URBN delivered record Q1 FY 27 results with net sales of $1.48B (+11.4% Y/Y), $20M above estimates, and EPS of $1.30 (+12.1% Y/Y), $0.16 above consensus. Performance was driven by broad-based strength across segments, with Retail sales advancing +8.0% Y/Y and comparable sales increasing +5.6% Y/Y, led by Free People (+9.8% Y/Y) and Urban Outfitters (+9.3% Y/Y). The Subscription segment surged +34.5% Y/Y to $167.3M, while the company repurchased $300M in shares during the quarter. Management expressed confidence in the company's trajectory, citing engaged customers responding to compelling fashion trends. Gross margin contracted 16 bps to 36.6% due to a prior-year gain, though underlying margin improved 20 bps from better markdown discipline. We believe the impressive growth in the subscription business, which is becoming a larger portion of total revenues, supports the investment thesis as URBN continues to diversify beyond traditional retail.

$URBN

Research40d ago

Research Alert: Nvda: Jul-q Guide Well Above Expectations; Returning More Cash To Shareholders

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:NVDA posted Apr-Q revenue of $81.6B (+85% Y/Y, +20% Q/Q), ahead of our $79B expectation, with Data Center revenue of $75.2B (+92%, +21%) representing over 90% of total revenue and $2B above expectations. Non-GAAP EPS of $1.87 (+140% Y/Y) beat the $1.78 consensus, while gross margins remained stable at 75.0%. We view the new reporting framework splitting Data Center into balanced Hyperscale ($37.9B) and ACIE ($37.4B) segments as demonstrating expansion beyond traditional hyperscalers into sovereign AI and enterprise applications. Jul-Q guidance of $91.0B (+/- 2%) came well ahead of our $87B expectation, indicating continued sequential growth momentum. NVDA announced an additional $80B share repurchase authorization and dividend increase to $0.25 per share, signaling confidence in the business trajectory. We continue to anticipate the company will generate over $400B in FCF over the next eight quarters and think returning more cash to shareholders is warranted as top-line growth decelerates over time.

$NVDA

Research40d ago

Research Alert: Intu: Modest Q3 Beat As Turbotax Growth Decelerates; Outlook Mixed

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:INTU posted modest Q3 beats with non-GAAP EPS of $12.80 (+10% Y/Y), beating consensus by $0.23, while revenue of $8.558B (+10% Y/Y) exceeded Street expectations by $20M. Global Business Solutions maintained solid momentum with 15% growth to $3.3B, driven by QuickBooks Online Accounting (+22% Y/Y) from higher prices and customer growth, though Consumer segment decelerated to 8% growth as TurboTax revenue rose just 7% vs. 11% previously. We view the strong Online Ecosystem performance (+19% Y/Y to $2.5B) as encouraging for the core digital strategy. Management raised FY26 revenue guidance to $21.341-21.374B (13%-14% growth) and non-GAAP EPS to $23.80-23.85 (18% growth), though EPS came in below Street expectations. Operating margins compressed to 54.7% from 56.0% Y/Y, while the company announced a 17% workforce reduction to streamline operations. We expect TurboTax Live to reach $2.8B (+36% Y/Y), representing 53% of total TurboTax revenue, demonstrating continued strength in premium offerings.

$INTU

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