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Citigroup Downgrades Regeneron Pharmaceuticals to Neutral From Buy, Adjusts PT to $700 From $900

Regeneron Pharmaceuticals (REGN) has an average rating of overweight and mean price target of $852.58, 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)

$REGN

Research43d ago

Morgan Stanley Downgrades Applied Materials to Equalweight From Overweight, Price Target is $502

Applied Materials (AMAT) has an average rating of buy and mean price target of $514.34, 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)

$AMAT

Research43d ago

Morgan Stanley Upgrades Lam Research to Overweight From Equalweight, Adjusts PT to $331 From $293

Lam Research (LRCX) has an average rating of overweight and mean price target of $316.83, 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)

$LRCX

Research43d ago

Wells Fargo Upgrades Automatic Data Processing to Equalweight From Underweight, Price Target is $214

Automatic Data Processing (ADP) has an average rating of hold and mean price target of $245.43, 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)

$ADP

Research43d ago

JPMorgan Upgrades Ball to Overweight From Neutral, Price Target is $60

Ball (BALL) has an average rating of overweight and mean price target of $71.38, 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)

$BALL

Research43d ago

Raymond James Upgrades Invitation Homes to Outperform From Market Perform, Price Target is $32

Invitation Homes (INVH) has an average rating of overweight and mean price target of $31.14, 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)

$INVH

Research43d ago

Evercore ISI Upgrades F5 to Outperform From In Line, Adjusts Price Target to $475 From $320

F5 (FFIV) has an average rating of overweight and mean price target of $351.44, 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)

$FFIV

Research43d ago

Piper Sandler Upgrades Deckers Outdoor to Neutral From Underweight, Adjusts PT to $100 From $95

Deckers Outdoor (DECK) has an average rating of overweight and mean price target of $127, 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)

$DECK

Research43d ago

Nomura Upgrades DLF to Buy from Neutral; Price Target is INR740

BOM:532868NSE:DLF

Research43d ago

Research Alert: CFRA Keeps Sell Opinion On Shares Of Ovintiv Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target of $54, up $8, reflects a 4.6x multiple of enterprise value to projected 2027 EBITDA, above OVV's historical forward average, but merited by an improved balance sheet. We lift our 2026 EPS estimate by $3.38 to $7.90 and our 2027 EPS estimate by $1.47 to $6.98. OVV has consolidated into two core assets: the liquids-focused Permian Basin and the natural gas-focused Montney play in British Columbia. Shares have outperformed the peer average YTD, which we think is attributable to a relatively low use of hedging entering 2026. This has worked well so far, with WTI prices currently sitting at about $105 per barrel. Nonetheless, we think markets are forward-looking, and while we do expect WTI prices to be strong in 2026 (in the $100/b range in 2026), we also anticipate a downturn in 2027 to the low-$60/b range. We remain wary that high crude prices will result in demand destruction, and see low likelihood of a short-term fix for disruption in the Middle East.

$OVV

Research43d ago

Research Alert: CFRA Keeps Hold Opinion On Shares Of Pembina Pipeline Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target price of CAD72 (raised by CAD8) reflects a combination of our relative valuation and DCF model analyses. On a relative basis, we apply an 11.5x multiple of enterprise value to projected 2027 EBITDA, in line with peers, which yields a value of CAD65 per share. Our DCF model, which presumes medium-term free cash flow growth of 4% per year, a 2.0% terminal value, and is discounted at a WACC of 6.2%, yields a value of CAD79 per share. We lift our 2026 EPS estimate by CAD0.42 to CAD3.09, and similarly 2027's by CAD0.10 to CAD3.15. We see PPL has exposure to both LNG Canada and Cedar LNG, and if the recent war in the Middle East throws a wrench into the long-term reliability of Persian Gulf-sourced LNG, we think it could work to the advantage of Canadian LNG players. Shares yield 4.4%, after the company boosted its quarterly dividend by 3.5% to CAD0.735 per share. This is about in line with Canadian midstream peers.

$PPL

Research43d ago

Research Alert: CFRA Maintains Buy Rating On Shares Of Crowdstrike Holdings Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our target to $695 from $487, on a EV/S of 24x our FY 28 sales projection of $7.185B. We raise our FY 27 EPS forecast to $4.87 from $4.86 and our FY 28 EPS view to $6.19 from $6.12. We reiterate our belief that AI will be a tailwind for the cybersecurity industry as AI tools and agents accelerate security problems for organizations. The attention (government briefings, launch of Project Glasswing, etc.) around Anthropic's Mythos, its most powerful model and a significant security risk, underscores the urgency for security capabilities to keep pace with AI technologies. This should benefit leading vendors like CRWD (one of the first security firms asked to participate) that are rapidly expanding their offerings with AI-focused solutions (e.g., Falcon AIDR, Charlotte Agentic SOAR). Additionally, the deployment of AI Agents is likely to continue accelerating demand for CRWD's Endpoint Security solutions, and across the broader platform in categories such as next-gen SIEM and Identity protection.

$CRWD

Research46d ago

Research Alert: CFRA Maintains Sell Opinion On Shares Of Versant Media Group, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We keep our 12-month target price at $35, applying an EV/EBITDA multiple of 3.4x to our 2026 estimate, a slight discount to peers. We lower our 2026 EPS estimate by $0.34 to $5.46 and trim 2027's by $0.34 to $7.67. VSNT experienced ongoing pressure on its Pay TV business, particularly affecting both linear distribution and advertising revenues. This was largely attributed to continued cord-cutting trends, which led to a 7% Y/Y decline in linear distribution revenue and a 5% Y/Y decrease in advertising revenue, although the advertising decline showed improvement compared to the prior year's drop. These trends were described as consistent with the prior trajectory and were partially mitigated by other growth areas but remain a headwind for the company's traditional TV business model.

$VSNT

Research46d ago

Research Alert: CFRA Maintains Hold Opinion On Shares Of Quebecor, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target by CAD10 to CAD70, applying an EV/EBITDA multiple of 8.4x to our 2026 estimate, comparable to its 3-year historical average multiple at 8.1x. We increase our 2026 EPS estimate by CAD0.11 to CAD4.29 and raise 2027's by CAD0.13 to CAD4.67. The media segment continues to face a deep structural crisis, characterized by challenges such as the dominance of large players in the advertising market, declining television subscriptions, reduced support from the Canadian media fund, unfair competition from public broadcasters, and a heavy regulatory burden from the CRTC. These factors undermine private broadcasters and threaten the viability of local content production and distribution. The wireless market experienced an aggressively promotional environment, leading to unsustainable pricing and heightened competition. This environment resulted in lower organic growth and net mobile additions, as the major players primarily competed for each other's customers at reduced prices.

$QBR.B

Research46d ago

Research Alert: CFRA Maintains Hold Rating On Shares Of The Cooper Companies

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target by $21 to $63, 13.6x our FY 26 EPS estimate (up $0.02 to $4.62; FY 27 estimate up $0.01 to $5.02). Our target multiple reflects a discount to COO's one-year historical forward average of 17.2x and well below the company's 24.9x forward average over the past five years amid ongoing restructuring efforts and uncertainty about long-term strategy given the ongoing strategic business review. We also note recent tariff headwinds and market disruption from the ongoing U.S./Iran conflict. Nonetheless, we expect near-term sales and margin improvement, with recent U.S. vision business trends appearing supportive and restructuring efforts likely to improve profitability, in our view. We anticipate near 5.6% sales growth in FY 26, above the 5.1% growth seen in FY 25, while we see adjusted operating margin improvement to near 26.7% in FY 26 from 25.8%.

$COO

Research46d ago

Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Cheniere Energy

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target of $304, cut $1, reflects relative valuation and DCF models. We apply an 11.5x multiple of enterprise value to projected 2027 EBITDA, above Cheniere's historical forward average, which we see as reasonable given the very real concern over interrupted natural gas cargoes out of Qatar, a key competitor of Cheniere's. On this basis, we estimate a value of $280 per share. Meanwhile, our DCF model, using medium-term FCF growth of 6% per year, terminal growth of 2.5%, and discounted at a WACC of 6.8%, yields a value of $334 per share. We raise our 2026 EPS estimate by $4.42 to $18.90 and our 2027 EPS estimate by $1.90 to $16.19. The Strait of Hormuz remains a massive energy bottleneck, and physical damage to Qatar's LNG export capabilities creates a window of opportunity for Cheniere. Cheniere has limited spot exposure in 2026, but this may encourage more long-term deals with Cheniere if it is seen as a more reliable supplier.

$LNG

Research46d ago

Research Alert: CFRA Lowers Rating On Shares Of Boston Scientific Corporation To Hold From Buy

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target to $56 from $100 on 14.4x our 2027 EPS estimate, a discount to BSX's five-year historical forward P/E average. We reduce our 2026 EPS view to $3.32 from $3.40 as we lower our quarterly estimates on margin concerns. We also lower our 2027 EPS forecast to $3.90 from $4.04. While we see healthy growth in procedures and diagnostics in the long run, we are uncertain about the near-term evolution of elective surgeries due to softening demand and weakening consumer sentiment in the U.S., which hit an all-time low in May amid a complex macroeconomic environment. At the same time, we continue to see tariffs as a considerable pressure point on the cost side, as many companies in the industry have global supply chains, while competition is intensifying between BSX, Medtronic, J&J, and Abbott, in our view. Amid these challenges coupled with margin pressures stemming from rising raw material costs and supply chain challenges, we prefer to remain on the sidelines and lower our view to Hold from Buy.

$BSX

Research46d ago

Research Alert: CFRA Downgrades Rating On Shares Of Palo Alto Networks Inc. To Buy From Strong Buy

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We up our target to $280 from $193, on a P/E of 68x our FY 27 EPS estimate. We keep our FY 26 EPS view at $3.70 but lift our FY 27 EPS forecast to $4.12 from $4.01. PANW continues to strengthen its portfolio. We highlight the increased focus on agentic capabilities, such as the acquisition of Koi (completed in April) for its Agentic Endpoint Security tools, and its recent launch of Idira, a next-gen Identity Security platform that enhances Privilege Access Management with agentic functionality. PANW also announced its intent to acquire Portkey to enable users to centrally manage AI Agents. With Agentic adoption scaling rapidly, we believe CISOs have to allocate more budget to agentic security, an area where most are lacking in solutions. Additionally, Idira's launch represents the GTM execution of its CyberArk acquisition, and we expect cross-platform selling to start ramping. That said, shares have rallied substantially the last month (+48%) and we see a less attractive risk-reward at current multiples.

$PANW

Research46d ago

Research Alert: CFRA Maintains Hold Rating On Shares Of Dexcom

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month price target remains $67, 26x our 2026 EPS estimate (raised by $0.09 to $2.58; 2027 estimate raised by $0.06 to $3.05), below DXCM's one-year historical forward average of 33.5x and well below long-term term historical averages to reflect stronger competition within the continuous glucose monitoring space and uncertain insurance coverage and rebate dynamics, in our view. On May 14, DXCM announced a collaboration with activist investment firm Elliott Management, which holds a meaningful equity stake in DCXM (undisclosed amount), based on DXCM's recent press release. Among other potential changes, DXCM is making changes to the composition of its Board of Directors. The company also revealed some details about the upcoming G8 device, which is 50% smaller than the G7 and offers superior performance in terms of speed and real-time sensing capabilities. The G8 is expected to launch toward the end of 2027 or beginning of 2028.

$DXCM

Research46d ago

Research Alert: CFRA Maintains Strong Buy Rating On Shares Of Globant S.a.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our price target by $10 to $82, based on 13x our 2026 EPS view, well below GLOB's three-year average (~23x) given industrywide competitive pressure from agentic AI. We lower our 2026 EPS estimate by $0.06 to $6.26 and increase 2027 by $0.04 to $6.76. GLOB continues to lean into agentic AI orchestration, which should help it shake some of the market's fears of extinction for traditional service delivery models. AI Pods grew ARR by 57% Q/Q to $33M in Q1, with GLOB now deploying this model at 40% of its top 20 customers (up from 30% in 2025) and with a "clear path to coverage" at 70% of its top 20, commentary that we think sets it up nicely to exceed its targeted midpoint of $80M in AI Pods ARR by year-end 2026. Q1 brought continued signs of resilience, with Q/Q and Y/Y growth across its top 10, top 5, and top client (Disney, 8.9% of sales) and with GLOB reiterating its full-year guidance midpoints despite elevated uncertainty, an encouraging result after 2025 brought valuation-damaging guidance cuts.

$GLOB

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