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Wells Fargo Upgrades United Therapeutics to Overweight From Equalweight, Raises Price Target to $738 From $575

United Therapeutics (UTHR) has an average rating of buy and mean price target of $670.67, 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)

$UTHR

Research2d ago

Cantor Fitzgerald Downgrades Vertical Aerospace to Neutral From Overweight, Price Target is $8

Vertical Aerospace (EVTL) has an average rating of overweight and mean price target of $12.11, 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)

$EVTL

Research2d ago

Research Alert: CFRA Maintains Hold Recommendation On Shares Of Arm Holdings Plc

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our target to $250 from $180, on a higher revised P/E of about 90x our CY 27 EPS estimate of $2.79, above peers given growth prospects. After posting largely in-line Mar-Q results and Jun-Q guidance, we maintain our FY 27 (Mar.) EPS estimate at $2.18 and start FY 28 at $3.06. We believe that ARM's strategic expansion from a pure-play IP company into a silicon provider with the launch of the Arm AGI CPU in late March has the potential to significantly increase its market opportunity. This new product, aimed at the Agentic AI market, has seen explosive initial interest, with customer demand doubling to over $2 billion for fiscal years 2027 and 2028 since its announcement just weeks prior. Supply constraints could limit the trajectory of Arm AGI sales early on, but we think this initiative offers explosive growth potential in our out year estimates (CY 28 through CY 30). Despite $25B revenue and $9 EPS target by decade end, we think valuation (28x on a 2030 basis) already discounts much of this growth.

$ARM

Research2d ago

Research Alert: Becton Dickinson Tops Q1 Estimates, Bumps Forward Guidance

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:BDX delivered solid Q2 FY 26 (Sep.) results with revenue growth of 5.2% to $4.714B and adjusted EPS of $2.90 (+3.9%) beating the consensus by $0.10. The quarter featured BDX's major "Excellence Unleashed" restructuring initiative with $487M in charges including $450M of non-cash asset impairments as the company simplifies operations. This strategic repositioning positions BDX for improved operational efficiency and margin expansion, in our view. The company raised full-year adjusted EPS guidance to $12.52-$12.72 from the prior $12.35-$12.65 range while reaffirming low single-digit revenue growth expectations. Segment performance showed balanced growth with Interventional leading at +7.3% to $1.357B and Connected Care delivering +4.9% to $1.120B. We believe balanced capital allocation, including $2.0B accelerated share repurchases and $2.1B debt retirement, demonstrates management's commitment to shareholder returns while investing in operational improvements.

$BDX

Research2d ago

Cantor Fitzgerald Downgrades Ouster to Neutral From Overweight, Price Target is $33

Ouster (OUST) has an average rating of buy and mean price target of $40, 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)

$OUST

Research2d ago

Guggenheim Downgrades Portillo's to Neutral From Buy, Price Target is $17

Portillo's (PTLO) has an average rating of overweight and mean price target of $6.25, 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)

$PTLO

Research2d ago

Canadian Tire Price Target Raised $9 at RBC

RBC Capital Markets raised its price target on retailer Canadian Tire Corp. (CTC-A.TO) to $220 from $211.Analyst Irene Nattel maintained an Outperform rating on shares of the Canadian retailer ahead of its quarterly results on May 14."Fine-tuning underlying assumptions, notably for Q1 to reflect resilient consumer demand through the end 2025, seasonal winter weather, and for SportChek, tailwind from the Olympic Winter Games and in Q2, the World Cup and Hockey Playoffs," Nattel said in a note to clients."Nonetheless, while we reiterate our view that CTC valuation understates CTR's strong positioning and solid profitability, we are adopting a more conservative stance for the rest of 2026, which we reflect in our Retail segment target multiple from 6.5x to 6.0x EBITDA," the analyst said.(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)

$CTC-A.TO

Research2d ago

Research Alert: Trex Q1 2026: Strategic Pivot And Strong Capital Returns Amid Market Headwinds

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Trex delivered resilient Q1 2026 results with net sales up 1% to $343M and gross margin holding at 40.5% despite $4M in additional depreciation from the new Little Rock facility. Net income rose to $61M ($0.58/share) while adjusted EBITDA improved 2% to $103M, demonstrating strong cash generation amid residential market headwinds. New CEO Adam Zambanini launched five strategic priorities focused on end-user relationships and innovation, while the company expanded its PVC decking rollout and executed aggressive capital returns with $150M in share repurchases. Management reaffirmed 2026 guidance of $1.185-1.23B revenue and $315-340M adjusted EBITDA despite down-to-flat R&R markets. We believe the company is well-positioned for significant free cash flow expansion as capex returns to maintenance levels of 5-6% of revenue in 2027, while strategic initiatives and a strong balance sheet support long-term growth despite near-term market challenges.

$TREX

Research2d ago

DNB Carnegie Starts Kongsberg Maritime Coverage with Hold Rating

DNB Carnegie on Thursday initiated coverage of maritime technology services company Kongsberg Maritime (KMAR.OL) with a hold rating and a price target of 70.00 Norwegian kroner.(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)

$KMAR.OL

Research2d ago

BofA Securities Upgrades Scorpio Tankers to Buy

Scorpio Tankers (STNG) has an average rating of buy and mean price target of $98.75, 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)

$STNG

Research2d ago

BMO Capital Upgrades Selective Insurance to Outperform From Market Perform, Adjusts Price Target to $97 From $84

Selective Insurance (SIGI) has an average rating of hold and mean price target of $90.14, 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)

$SIGI

Research2d ago

Compass Point Downgrades Chiron Real Estate to Neutral From Buy, Adjusts Price Target to $38 From $50

Chiron Real Estate Inc. (XRN) has an average rating of overweight and mean price target of $41.50, 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)

$XRN

Research2d ago

Arete Upgrades Oracle to Buy From Neutral, Adjusts Price Target to $255 From $255

Oracle (ORCL) has an average rating of overweight and mean price target of $241.31, 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)

$ORCL

Research2d ago

Wells Fargo Upgrades Alcoa to Overweight From Equalweight, Adjusts Price Target to $70 From $67

Alcoa (AA) has an average rating of overweight and mean price target of $77.18, 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)

$AA

Research2d ago

JPMorgan Upgrades BrightView to Neutral From Underweight, Adjusts Price Target to $14 From $13

BrightView (BV) has an average rating of overweight and mean price target of $16.53, 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)

$BV

Research2d ago

Jefferies Upgrades agilon health to Buy From Hold, Adjusts Price Target to $48 From $27.50

agilon health (AGL) has an average rating of hold and mean price target of $27.14, 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)

$AGL

Research2d ago

Hammond Power Solutions Target Raised $100 To C$325, Keeps Outperform at National Bk On Q1 and Outlook As "Momentum Intact; Shares to Re-rate Higher"

$HPS-A.TO

Research2d ago

Deutsche Bank Upgrades Agilon Health to Buy From Hold, Adjusts Price Target to $49 From $33

agilon health inc (AGL) has an average rating of Hold and mean price target of $27.14, 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)

$AGL

Research2d ago

BTIG Upgrades Fortinet to Buy From Neutral, Price Target is $125

Fortinet (FTNT) has an average rating of hold and mean price target of $102.03, 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)

$FTNT

Research2d ago

Research Alert: CFRA Maintains Hold Opinion On Shares Of Shell Plc

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 price for Shell to USD93 (from USD84) due to higher earnings forecast and based on a 2026 P/E of 10.2x, which reflects 0.25 standard deviation below its 10-year average of 11.2x, given Shell's large scale of integrated operation with its downstream division being able to partially cushion the impact of potentially lower crude oil prices in 2027. Shell's Q1 2026 adjusted net profit of USD6.9B (+24% Y/Y) was within market expectations but above ours, coming in at 26% of the consensus' 2026 estimates and 38% of our forecast. Hence, we revise upwards our EPS forecasts to USD9.10 (USD6.11) for 2026 and USD8.19 (USD6.29) for 2027 on higher crude oil and gas price assumptions but maintain production estimates. Our rating is maintained at Hold as we expect continued share price consolidation following the recent crude oil price rebound, which benefited from the stock's fairly strong positive correlation to Brent oil prices.

$SHEL

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