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Yes Research Downgrades Ceat to Neutral from Buy; Price Target is INR3,929

Ceat (BOM:500878, NSE:CEATLTD) as an average rating of hold and mean price target of 3,834.47 Indian rupees, 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)

BOM:500878NSE:CEATLTD

Research59d ago

Choice Equity Broking Downgrades Granules India to Add from Buy; Price Target is INR835

BOM:532482NSE:GRANULES

Research59d ago

Morgan Stanley Upgrades Paramount Skydance to Overweight From Underweight, Lifts Price Target to $14 From $11

Paramount Skydance (PSKY) has an average rating of hold and mean price target of $12.38 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)

$PSKY

Research59d ago

Morgan Stanley Upgrades TKO Group Holdings to Overweight From Equalweight, Lifts Price Target to $225 From $215

TKO Group Holdings (TKO) has an average rating of overweight and mean price target of $236.67 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)

$TKO

Research59d ago

Morgan Stanley Downgrades e.l.f. Beauty to Equalweight From Overweight, Cuts Price Target to $67 From $80

e.l.f. Beauty (ELF) has an average rating of overweight and mean price target of $92.47 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)

$ELF

Research59d ago

Baird Downgrades Truist Financial to Neutral From Outperform, Price Target is $55

Truist Financial (TFC) has an average rating of overweight and mean price target of $55.37, 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)

$TFC

Research59d ago

BMO Upgrades Willis Towers Watson to Outperform From Market Perform, Adjusts PT to $300 From $347

Willis Towers Watson (WTW) has an average rating of overweight and mean price target of $346.85, 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)

$WTW

Research59d ago

Rothschild & Co Redburn Initiates Coherent at Buy With $455 Price Target

Coherent (COHR) has an average rating of overweight and mean price target of $320.02, 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)

$COHR

Research59d ago

Rothschild & Co Redburn Initiates Ciena at Buy With $1,270 Price Target

Lumentum Holdings (LITE) has an average rating of overweight and mean price target of $861.19, 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)

$LITE

Research59d ago

Rothschild & Co Redburn Initiates Ciena at Neutral With $416 Price Target

Ciena (CIEN) has an average rating of overweight and mean price target of $409.76, 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)

$CIEN

Research59d ago

TD Cowen Upgrades Hershey Company to Buy From Hold, Price Target is $210

Hershey Company (HSY) has an average rating of hold and mean price target of $219.62, 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)

$HSY

Research59d ago

TD Cowen Upgrades Textron to Buy From Hold, Adjusts Price Target to $115 From $110

Textron (TXT) has an average rating of overweight and mean price target of $100.36, 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)

$TXT

Research59d ago

BMO Capital Upgrades Air Products and Chemicals to Outperform From Market Perform, Adjusts PT to $360 From $325

Air Products and Chemicals (APD) has an average rating of overweight and mean price target of $332.84, 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)

$APD

Research59d ago

Morgan Stanley Upgrades Caterpillar to Equalweight From Underweight, Adjusts PT to $915 From $430

Caterpillar (CAT) has an average rating of overweight and mean price target of $841.70, 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)

$CAT

Research59d ago

Research Alert: Natwest Q1 2026 Beat; Top-end Guidance Achievable Despite Credit Uptick

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:NatWest delivered robust Q1 2026 results with attributable profit of GBP1,432M (+14.4% Y/Y), beating consensus expectations of GBP1,337M, while maintaining RoTE at 18.2%. Total income of GBP4,358M grew 9.5% Y/Y despite declining 0.8% Q/Q due to seasonal factors, with NIM expanding 20 bps to 2.47% supported by deposit repricing dynamics. The bank demonstrated disciplined cost management with cost-to-income ratio improving 210 bps Y/Y to 46.5%, leveraging operational efficiency and AI deployment. Management upgraded 2026 income guidance to the top end of the GBP17.2-17.6B range, though this requires sustained momentum through year-end. Credit quality remained controlled with impairment losses of GBP283M (26-bp loan impairment rate) reflecting economic uncertainty, while CET1 ratio strengthened 30 bps to 14.3% from robust capital generation. We view the upgraded guidance as achievable but not locked in given macro uncertainty, supported by continued structural hedge income growth and strong lending momentum.

$NWG

Research59d ago

Research Alert: CFRA Maintains Buy Opinion On Shares Of Brookfield Infrastructure Partners

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our target price of CAD60, implying an 11x FFO multiple applied to our 2027 estimate. BIP's Q1 2026 showed strong FFO growth of 10% supported by the data segment (46% growth). Midstream also contributed 12% FFO growth Y/Y although mark-to-market hedges saw losses due to elevated commodity pricing. As hedges settle, the higher pricing benefits are expected to be seen in earnings. Through the market volatility, the partnership secured approximately USD400M of new investment opportunities during the quarter, including the launch of an equipment leasing platform with an OEM and an additional project under the Bloom Energy partnership. Capital recycling activity resulted in USD1B of proceeds year-to-date through transactions including data center partnerships, the sale of Brazilian transmission assets, and a secondary offering in gas storage operations. We raise our FFO per share estimates by USD0.07 to USD3.67 for 2026 and by USD0.10 to USD4.03 for 2027.

$BIP.UN

Research60d ago

Research Alert: CFRA Keeps Buy Opinion On Shares Of Ventas, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target price by $6 to $100, a forward P/FFO of 25.1x our 2026 FFO estimate, a premium to VTR's historical forward one-year average (20.8x) due to continued Senior Housing Operating (SHO) operational execution and current acquisition pipeline. We increase our 2026 FFO estimate by $0.13 to $3.99 and increase 2027 by $0.17 to $4.47. Management continues to be aggressive on the acquisition front closing on $1.7B in senior housing investments YTD and increasing FY 26 acquisition guidance by $500M to $3B while highlighting that 90% of these deals were relationship driven with 60% sourced off-market. We continue to see increasing deal activity in the senior housing space with management noting competition for deals has negatively impacted cap rates. We still believe 6%-6.5% yields are achievable, but could see rate compression later this year. Slowing new construction has hit the point that makes new developments more viable with 20%-40% increase in renewals possible.

$VTR

Research60d ago

Research Alert: CFRA Maintains Hold Opinion On Shares Of Asbury Automotive Group Inc.

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 target by $30 to $220, based on a 2027 P/E of 7.5x, a justified discount to ABG's 10-year average forward P/E of 8.6x. We lower our adjusted EPS estimates to $26.15 from $28.50 for 2026 and to $29.50 from $31.30 for 2027. ABG's same-store sales remains concerning, with revenue declining 9% Y/Y in Q1, as it continues to feel pressure from broader industry headwinds and consumer spending constraints, and is particularly notable given ABG's favorable geographic footprint concentrated in faster-growing southeastern U.S. markets. While we liked ABG's mid-2025 Herb Chambers acquisition (a top 20 private U.S. auto dealership in terms of annual revenue), the acquired assets weren't enough to offset disappointing same-store sales, driving a $260M top-line shortfall relative to consensus. We remain at Hold, seeing more compelling opportunities across the space.

$ABG

Research60d ago

Research Alert: Pbr Q1 Production: Fpso Ramp-ups Push Petrobras Production Up 16% Y/y

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Total production reached 3.23 MMboed in 1Q26, up 16.1% Y/Y, driven by FPSO ramp-ups in Buzios, Mero, Marlim and Voador fields. Pre-salt oil production increased 17.8% to 2,189 Mbpd, representing 85% of total oil output, while refining utilization reached 95%, up 6pp Q/Q with March hitting 97.4% (highest in over a decade). The strong operational performance reflects successful execution of the company's pre-salt development strategy and refining optimization initiatives. Oil products production rose 6.7% Q/Q to 1,816 Mbpd, with diesel up 7.4% and net exports increasing 1.3% to 852 Mbpd as imports declined 32.2%. We believe the company's strategic positioning benefits from geopolitical dynamics, with China comprising 62% of oil exports (up from 33% Y/Y), highlighting Brazil's role as a key supplier amid Middle East tensions. The 10 wells connected during the quarter and rapid P-78 gas injection timeline demonstrate operational efficiency in our view.

$PBR

Research60d ago

Research Alert: Ffh Q1: Improved Combined Ratio And Aggressive Buybacks Make For Flat Bvps

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:FFH reported net earnings of $695.7M ($31.11/share), down from $945.7M ($42.70/share) in the prior period, driven by net investment losses of $385.9M versus gains of $1,056.1M due to mark-to-market bond losses from rising rates. P&C operations significantly outperformed with adjusted operating income rising to $1,213.4M from $685.5M and combined ratio improving to 94.1% from 98.5%, benefiting from much lower catastrophe losses of $119.3M versus $781.3M. The company expects to close two major transactions in Q2: the sale of 23.1% of Poseidon for approximately $1.9B and Eurolife operations for $935M. FFH repurchased 374,883 shares for $631M while book value per share remained essentially flat after adjusting for the $15 dividend. We view the quarter as uninspiring given flat BVPS despite aggressive buybacks, however the significantly improved combined ratio and mark-to-market noise make for a more attractive underlying story.

$FFH

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