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Eurobank Upgrades Coca-Cola HBC to Buy Rating, Boosts PT

Eurobank on Tuesday upgraded consumer packaged goods and bottling company Coca-Cola HBC (CCH.L) to buy from a hold rating and raised its price target to 59.50 euros from 46.00 euros.(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)

$CCH.L

Research55d ago

Roemer Capital Lowers Tawuniya PT, Maintains Buy Rating

Roemer Capital on Wednesday decreased the price target for Saudi insurer The Co. for Cooperative Insurance (SASE:8010), d/b/a Tawuniya, to 154 Saudi riyals from 162 riyals, while keeping its buy rating.(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)

SASE:8010

Research55d ago

AlphaValue/Baader Europe Upgrades Nemetschek to Buy, Trims PT

AlphaValue/Baader Europe on Tuesday upgraded software company Nemetschek (NEM.F) to buy from an add rating and decreased the price target to 85.40 euros from 86 euros.(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)

$NEM.F

Research55d ago

Kepler Cheuvreux Maintains Empower at Buy, Lowers PT

Kepler Cheuvreux on Wednesday reduced the price target for cooling services company Emirates Central Cooling Systems (DFM:EMPOWER), d/b/a Empower, to 2.15 Emirati dirhams from 2.30 dirhams, while confirming its buy rating.(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)

DFM:EMPOWER

Research55d ago

Goldman Sachs Lifts stc PT, Maintains Neutral Rating

Goldman Sachs on Wednesday raised the price target for telecommunications services company Saudi Telecom Co. (SASE:7010), d/b/a stc, to 44.40 Saudi riyals from 43.70 riyals and affirmed its neutral rating.(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)

SASE:7010

Research55d ago

Jefferies Downgrades DHL Group to Hold Rating, Reduces PT

Jefferies on Tuesday downgraded logistics company Deutsche Post (DHL.F), d/b/a DHL Group, to hold from a buy rating and lowered its price target to 52 euros from 60 euros.(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)

$DHL.F

Research55d ago

Research Alert: Oc Q1 Pressured By Broad Weakness; Guides Higher Q2 Margins Post-divestiture

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Owens Corning reported Q1 sales of $2.265B (-10% Y/Y) with adjusted EPS of $1.22 as broad-based weakness hit all segments, with Roofing declining 14% to $960M, Insulation falling 5% to $867M, and Doors dropping 12% to $475M. EBITDA margins compressed by 600 bps across segments, with consolidated margin at 16%, while operating cash flow turned negative at $(154)M and FCF deteriorated to $(387)M. The company completed the strategic sale of its glass reinforcements business for ~$280M in cash, with proceeds funding organic growth and shareholder returns as OC pivots to a focused building products platform. Management guided Q2 revenue of $2.6B-$2.7B with adjusted EBITDA margin of 20%-22% (versus 16% in Q1), expecting $60M in inflationary headwinds from the Iran conflict. Residential construction and discretionary remodeling markets are expected to remain under pressure, with roofing demand slightly down absent major storm activity, though potential $25M tariff refunds provide upside not included in guidance.

$OC

Research55d ago

Research Alert: Qsr: Q1 Beats Estimates; Burger King Us Gains Momentum

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Consolidated system-wide sales grew 6.2% with comparable sales accelerating to 3.2%, while adjusted EPS of $0.86 increased 15% Y/Y, beating consensus of $0.83. Organic adjusted operating income growth of 10.7% positions the company ahead of its 8%+ full-year target. Burger King U.S. turnaround is accelerating with comps of +5.8% above the +3.3% consensus, validating the Reclaim the Flame investment as the key investable takeaway. Management resumed share repurchases with $940M remaining under authorization and a $500M full-year target. We believe sustained Burger King U.S. momentum would be the primary catalyst for multiple expansion, as this represents the clearest evidence the turnaround is working. International remains the growth engine with 11.1% system-wide sales growth and 20 consecutive quarters of positive comps. Popeyes U.S. remains a headwind with comps declining 6.5%, while Tim Hortons' margin compression despite revenue growth suggests reinvestment may be structural, bearing watching.

$QSR

Research55d ago

Research Alert: Marriott International: Q1 Beats Estimates; Revpar And Ebitda Outlook Raised

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Marriott's Q1 results beat expectations with adjusted EPS of $2.72 (+17% Y/Y) vs. the $2.55 consensus, while worldwide RevPAR grew 4.2% Y/Y, exceeding the high end of guidance. Domestic strength across customer segments and chain scales countered investor concerns about softening leisure trends, with U.S. & Canada RevPAR up 4.0% and international RevPAR up 4.6% despite Middle East disruption. The asset-light model demonstrated operating leverage as net fee revenues accelerated to 12% Y/Y growth ($1.40B), owing to franchise fees (+17%) and co-branded credit card fees. Management raised full-year RevPAR guidance to 2.0%-3.0% (from 1.5%-2.5%) and adjusted EBITDA to $5.88B-$5.97B. Development momentum remained strong with a record 618K room pipeline (+5% Y/Y) and 4.5% net rooms growth, supporting the franchise-heavy growth model. However, ongoing U.S. co-branded card renegotiations represent a key swing factor for 2H estimates, given their meaningful contribution from these cards to franchise fee outperformance.

$MAR

Research55d ago

Ballard Power Target Raised To US$4.75 From $3.15, Keeps Sector Perform at National Bank Which Notes "Strong Start to FY26 as Cost Actions Drive Sustainable Margin Gains"

$BLDP.TO

Research55d ago

iA Financial Downgraded to Hold at TD

TD Securities downgraded iA Financial Corp. Inc. (IAG.TO) to Hold from Buy on Wednesday.Analyst Mario Mendonca lowered his price target on shares of the Canadian insurance and wealth management company to $190 from $193 following its Q1 results on Tuesday."Core EPS was lower than expected reflecting experience losses and slightly higher share count," Mendonca said in a note to clients."WM momentum (earnings/flows & RF deal) remains strong, while US results were softer (experience losses were surprisingly high)," the analyst said. "ROE and capital flexibility remain solid.""While this was a good quarter (raised div. by 11%), we expected IAG to easily beat estimates after delivering a very weak Q4/25 result," Mendonca said."We see better upside in large cap insurers at this time."(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)

$IAG.TO

Research55d ago

Research Alert: Disney Delivers Solid Q2 Beat With Streaming Turnaround And Experiences Growth

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:DIS reported Q2 FY 26 (Sep.) adjusted EPS of $1.57 vs. $1.45 prior year (+8%) and beat consensus estimates, with total segment operating income rising to $4.6B from $4.41B (+4%). Entertainment SVOD delivered $582M operating income (+88%) with 10.6% margin, while Experiences achieved record revenue of $9.5B (+7%) and operating income of $2.6B (+5%), though Sports segment faced headwinds with operating income declining 5% due to higher programming costs. A new CEO brings greater focus on technology investments and better integration across business segments, in our opinion. Management provided positive FY 26 guidance targeting 12% adjusted EPS growth, Disney+ operating margin of 10%, and at least $8B in share repurchases. We think the Experiences segment will drive future growth with the $60B 10-year capital investment plan for cruise fleet expansion and theme park attractions, while we expect content investment cycle to create FY 26 margin pressure as Entertainment commits to billion-dollar theatrical releases.

$DIS

Research55d ago

iA Financial Target Eased To C$179 From $181, Keeps Sector Perform at National Bank Which Notes Lower U.S. Profits and Experience Losses Drove Q1 Miss

$IAG.TO

Research55d ago

Research Alert: Cvs Health: Mbr Improvement Supports Q1 Eps Beat, Guidance Boost

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:CVS Health delivered strong Q1 2026 results, with total revenues rising 6.2% to $100.4B and adjusted EPS of $2.57 (vs. $2.25 in the prior year), beating the $2.21 consensus estimate. Health Care Benefits was the standout performer, with adjusted operating income surging 52.6% to $3.04B and its medical benefit ratio improving meaningfully to 84.6% from 87.3%, supported by improved Government business performance. Based on the strong first quarter results, CVS raised full-year adjusted EPS guidance to $7.30-$7.50 from $7.00-$7.20 and its cash flow target to at least $9.5B from $9.0B. Medical membership declined to 26.0M from 27.1M, primarily due to CVS's exit from the individual exchange business, partially offset by Commercial membership growth. Health Services posted mixed results with 11.0% revenue growth but a 7.1% operating income decline. We note the company maintained a cautious outlook on elevated cost trends and potential macroeconomic headwinds despite the strong quarter.

$CVS

Research55d ago

B. Riley Initiates Firefly Aerospace at Buy With $60 Price Target

Firefly Aerospace (FLY) has an average rating of overweight and mean price target of $40.57, 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)

$FLY

Research55d ago

BTIG Downgrades Embecta to Neutral From Buy

Embecta (EMBC) has an average rating of hold and mean price target of $8, 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)

$EMBC

Research55d ago

TMX Group Price Target Raised to $69 at RBC

RBC Capital Markets raised its price target on TMX Group (X.TO) to $69 from $65.Analyst Bart Dziarski maintained an Outperform rating on shares of the Canadian financial services company following its Q1 results on Tuesday."We believe operating results continue to serve as a powerful reminder of TMX's strong business model, with double-digit revenue growth and operating leverage driving margin expansion," Dziarski said in a note to clients."Despite the recent positive re-rating, TMX is trading at 22.6x forward P/E, in-line with global exchange peers, and we believe a premium is warranted given TMX's fundamentally stronger business model," the analyst said.

$X.TO

Research55d ago

NorthCoast Research Downgrades Norwegian Cruise Line to Neutral From Buy

Norwegian Cruise Line Holdings (NCLH) has an average rating of overweight and mean price target of $21.65, 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)

$NCLH

Research55d ago

DA Davidson Downgrades TopBuild to Neutral From Buy, Cuts Price Target to $437 From $465

TopBuild (BLD) has an average rating of overweight and mean price target of $473, 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)

$BLD

Research55d ago

Research Alert: CFRA Upgrades Rating On Shares Of Intact Financial Corporation To Buy From Hold

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We upgrade our opinion on IFC to Buy from Hold, and increase our target price to CAD299 from CAD288. This is derived from our earnings multiple of 14.0x our 2027 adjusted EPS (AEPS) estimate of CAD21.34. We lower our 2026 AEPS estimate to CAD19.90 from CAD20.12. IFC's #1 market positioning in Canada and sustained low-90 combined ratio percentage are increasingly more attractive in a market where both equities and crude oil pricing are stretched. Affordability is a concern amid spiking gas prices; however, the inelasticity of P&C insurance makes it a safe haven to which we believe it is wise to gain exposure. As the laggard in our insurance coverage with -15% one-year share price performance, we consider Q1's NOIPS and BVPS growing 8%-13% and the combined ratio remaining sub-92% constructive.

$IFC

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