Financial News · Live Terminal

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target price by $30 to $400, on a P/E of 14.2x our 2027 EPS estimate vs. the peer average of 12.1x. We lower our 2026 EPS estimate by $0.55 to $23.22 and keep 2027's unchanged at $28.20, on respective revenue forecasts of $20.65B (+22%) and $23.50B (+14%). Q1 was characterized by solid execution, delivering $21B in organic net new assets, building its recruiting pipeline to record levels, and demonstrating disciplined expense control. We think LPLA's key initiatives are progressing well, including the Commonwealth integration (on track for Q4 2026) and strategic AI investments to enhance advisor productivity. The company's focus on efficiency is reflected in its updated 2026 outlook, where it lowered the top end of its Core G&A guidance by $20M to $2.19B. While management acknowledged the speculative risk of AI disrupting cash sweep economics, we view the early resumption of its share buyback program as a strong signal of confidence in the outlook and a belief that the stock is undervalued.

$LPLA

Research57d ago

Emkay Global Upgrades Kotak Mahindra Bank to Add from Reduce; Price Target is INR430

BOM:500247NSE:KOTAKBANK

Research57d ago

Kotak Securities Downgrades Atul to Sell from Reduce; Price Target is INR6,180

BOM:500027NSE:ATUL

Research57d ago

Maybank Securities Starts Olam Group at Buy with SG$1.60 Price Target

SGX:VC2

Research57d ago

Centrum Broking Upgrades Jindal Steel & Power to Buy from Neutral; Price Target is INR1,355

BOM:532286NSE:JINDALSTEL

Research57d ago

Bob Capital Markets Downgrades Greenply Industries to Hold from Buy; Price Target is INR290

BOM:526797NSE:GREENPLY

Research57d ago

Bob Capital Markets Downgrades Adani Ports and Special Economic Zone to Hold from Buy; Price Target is INR1,820

BOM:532921NSE:ADANIPORTS

Research57d ago

Asian Markets Downgrades R R Kabel to Accumulate from Buy; Price Target is INR1,810

BOM:543981NSE:RRKABEL

Research57d ago

Asian Markets Downgrades Avenue Supermarts to Hold from Accumulate; Price Target is INR4,500

BOM:540376NSE:DMART

Research57d ago

Deutsche Bank Upgrades Packaging of America to Buy From Hold, Raises Price Target to $256 From $225

Packaging of America (PKG) has an average rating of overweight and mean price target of $241.78, 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)

$PKG

Research57d ago

Aritzia Price Target Raised to $175 at RBC

RBC Capital Markets raised its price target on Aritzia Inc. (ATZ.TO) to $175 from $150.Analyst Irene Nattel maintained an Outperform rating on shares of the Vancouver-based clothing retailer ahead of its fiscal Q4 results on May 7."Channel checks, peer performance, management commentary around holiday performance suggests strong YTD momentum likely carried through FQ4 and beyond," Nattel said in a note to clients."Forecasts reflect growing confidence in growth algo and brand heat, rising penetration/long growth runway in the US, and enhanced digital options with re-launch of international shopping site in August and new mobile app late October," the analyst said.

$ATZ.TO

Research57d ago

Research Alert: CFRA Keeps Sell Opinion On Shares Of Lyondellbasell Industries N.v.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our price target by $23 to $52 using a forward P/E of 10.0x our 2027 EPS view of $5.22 (up by $1.85), a modest discount to LYB's five-year average of 10.8x given a weaker EBIT compared to historical levels. We raise our 2026 EPS to $7.21 from $2.44. We believe LYB's stock presents unfavorable risk-reward after its 69% surge in 2026 year-to-date. The Middle East conflict has created a temporary windfall for LYB by disrupting 20% of global petrochemical capacity, which tightened markets and enabled substantial price increases for polyethylene and polypropylene. LYB has capitalized on this environment through its cost-advantaged U.S. ethane-based assets and increased European production to fill supply gaps. However, we expect these tailwinds to prove unsustainable. Additionally, if the conflict persists beyond the near term, the resulting demand destruction from higher oil prices and broader cost inflation across the value chain will likely overwhelm any benefits from tighter supply-demand dynamics.

$LYB

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