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Deutsche Bank Upgrades SiteOne Landscape Supply to Buy From Hold, $160 Price Target

SiteOne Landscape Supply (SITE) has an average rating of overweight and mean price target of $160.73, 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://finwires.com/en/contact)

$SITE

Research103d ago

Research Alert: CFRA Cuts View On Enterprise Products Partners To Hold From Buy

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our downgrade (to Hold from Buy) is on valuation, with shares up 21% YTD and now trading close to our target price. We maintain our 12-month target price at $40, a 10.9x multiple of enterprise value to projected '27 EBITDA, slightly above EPD's historical forward average. The applied multiple is a small premium to EPD's historical forward average, but is merited in our view by rising demand for U.S. midstream assets. Such assets can help bring more crude oil, NGLs, and natural gas to export terminals at a time when Middle East-sourced energy is constrained. We raise our '26 EPS estimate by $0.06 to $2.90, and '27's by $0.03 to $3.23. Capex spend looks relatively high in '26, but should drop off meaningfully in '27. Units yield 5.7%, adding to total return potential. We see EPD with the combination of growth capex and dividends chewing up 89% of operating cash flow in '26, about in line with peers, and implying a modest margin for error.

$EPD

Research103d ago

Research Alert: Tap: Q1 Earnings Well Ahead Of Expectations; 2026 Guidance Unchanged

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Molson Coors (TAP) posted Q1 adjusted EPS of $0.62 vs. $0.50 (+24%), well ahead of the $0.36 consensus. The beat was due to stronger-than-expected sales and margins, as net sales rose 2.0% to $2.35B ($25M above consensus) on a 2.9% drop in financial volume, partially offset by positive impacts from price/sales mix (+3.0%) and currency (+1.9%). Gross margin expanded 130 bps to 38.2% (350 bps ahead of consensus). The decline in financial volume reflected ongoing industry challenges, with U.S. brand volumes falling 3.5% due to lower share performance in core and value segments, while Canada experienced a 4.0% decline led by broader industry weakness. TAP maintained guidance for a full-year underlying EPS decline of 11%-15%, implying EPS of approximately $4.61-$4.82, versus the current consensus of $4.71 and the $5.42 earned in 2025. TAP shares are currently trading 5% higher in pre-market trading following the release. TAP's margin performance was notably strong, with COGS remaining flat despite lower volumes.

$TAP

Research103d ago

Oppenheimer Initiates Palantir Technologies at Outperform With $200 Price Target

Palantir Technologies (PLTR) has an average rating of overweight and mean price target of $190.48, 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://finwires.com/en/contact)

$PLTR

Research103d ago

Research Alert: CFRA Maintains Strong Buy Opinion On Shares Of Microsoft Corporation

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 to $480 from $450, on a P/E of about 23x our CY 27 view of $20.70, well below historical averages to reflect software concerns and elevated spending plans. After a better than expected Mar-Q, we raise our FY 26 (Jun.) EPS estimate to $16.78 from $16.17 and FY 27 to $19.15 from $18.89. We start FY 28 at $22.43. We are encouraged by Azure's 40% growth pace in the Mar-Q, while Microsoft 365 Copilot was a pleasant surprise amid investor concerns, which now has over 20 million paid seats. Despite a massive increase in its capex forecast, planning to invest roughly $190 billion in CY 26, we think investors had already anticipated a sharp increase and think it will support growth. We see a strategic business model evolution towards a "seats plus consumption" model to better align pricing with the value and usage intensity of its AI products. Despite some weakness in the consumer and gaming segments, the outlook for the Jun-Q and our expectations for FY 27 remain solid.

$MSFT

Research103d ago

Morgan Stanley Raises Price Target on General Dynamics to $435 From $410, Keeps Overweight Rating

General Dynamics (GD) has an average rating of overweight and mean price target of $396.55 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://finwires.com/en/contact)

$GD

Research103d ago

Mizuho Initiates Sutro Biopharma at Outperform With $50 Price Target

Sutro Biopharma (STRO) has an average rating of buy and mean price target of $33.90 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://finwires.com/en/contact)

$STRO

Research103d ago

Research Alert: Gpi: Q1 Falls Short, But U.k. Improvement A Silver Lining

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Group 1 Automotive (GPI) posted Q1 adjusted EPS of $8.66 vs. $10.17 (-15%), short of the $8.82 consensus. Revenue declined 1.8% to $5.41B ($10M short of consensus) and gross margin was flat at 16.2% (in line with consensus). The company's new vehicle retail units sold declined by 6.6%, while used vehicle retail units fell 4.4%. The results reflect headwinds facing auto retailers, including elevated interest rates, high vehicle prices, and weakened consumer affordability that have pressured both unit sales and margins. GPI's U.K. operations provided a bright spot with record quarterly gross profits of $230.6M (+6.3% Y/Y). In Q1, GPI repurchased 205K shares at an average price of $353.08/share, representing 1.7% of its outstanding share count at the beginning of 2026. In our view, this was a weak release, as GPI's top and bottom lines fell short of expectations. The quarter marks three straight bottom line misses for a company that had previously held one of the best earnings track records in auto retail.

$GPI

Research103d ago

RHB Research Institute Downgrades Bumitama Agri to Sell from Neutral; Price Target is SG$1.70

SGX:P8Z

Research103d ago

Maybank Research Upgrades Perusahaan Gas Negara to Buy from Hold; Price Target is IDR2,150

IDX:PGAS

Research103d ago

Maybank Research Upgrades IGB Real Estate Investment Trust to Buy from Hold; Price Target is MYR3.37

KLSE:IGBREIT

Research103d ago

RBC Downgrades CGI Inc. to Sector Perform From Outperform, Cuts Price Target to CA$100 From CA$150

CGI Inc.'s (GIB) Canadian stock has an average rating of overweight and mean price target of CA$122.31 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://finwires.com/en/contact)

$GIB

Research103d ago

UOB Kay Hian Downgrades AP Thailand to Hold from Buy; Price Target is THB8.50

BKK:AP

Research103d ago

Maybank Research Upgrades Bumrungrad Hospital to Buy from Hold; Price Target is THB215

BKK:BH

Research103d ago

CGI Downgraded To Sector Perform From Outperform Given Lower Implied Return To Its Target; Price Target Cut To C$100 From $150 at RBC

$GIB-A.TO

Research103d ago

Morgan Stanley Downgrades Appian to Equalweight From Overweight, Cuts Price Target to $25 From $41

Appian (APPN) has an average rating of hold and mean price target of $27.20 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://finwires.com/en/contact)

$APPN

Research103d ago

HSBC Starts Ningbo Deye Technology Group at Buy with 263 Yuan Price Target

SHA:605117

Research103d ago

CICC Starts Ongoal Technology at Outperform with 185 Yuan Price Target

SHE:301662

Research103d ago

Research Alert: CFRA Maintains Buy Opinion On Shares Of Alphabet 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 to $410 from $370 on a P/E of about 29x our 2027 EPS view, above peers/historical to reflect good visibility for AI monetization/cloud growth. After Q1 beat, we lift our 2026 EPS view to $14.25 (benefits from one-time asset gains) from $11.30 and 2027's to $14.09 from $13.20. We see Google Cloud well-positioned, with the near-doubling of backlog (revenue +63% in Q1) providing high revenue visibility and validating its massive infrastructure investments. We also think AI integration across Search is driving an expansionary moment with queries at all-time highs, supporting our view that AI enhances Google's core advertising franchise. The 19% Search revenue growth in Q1, coupled with new monetization opportunities through AI Mode, Direct Offers, and the Universal Commerce Protocol, suggests pricing power and ad upside. We also think GOOGL's full-stack AI strategy offers upside, from proprietary TPUs (getting into the hardware business) to Gemini models to enterprise applications.

$GOOGL

Research103d ago

Research Alert: CFRA Maintains Buy Opinion On Shares Of Alphabet 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 to $410 from $370 on a P/E of about 29x our 2027 EPS view, above peers/historical to reflect good visibility for AI monetization/cloud growth. After Q1 beat, we lift our 2026 EPS view to $14.25 (benefits from one-time asset gains) from $11.30 and 2027's to $14.09 from $13.20. We see Google Cloud well-positioned, with the near-doubling of backlog (revenue +63% in Q1) providing high revenue visibility and validating its massive infrastructure investments. We also think AI integration across Search is driving an expansionary moment with queries at all-time highs, supporting our view that AI enhances Google's core advertising franchise. The 19% Search revenue growth in Q1, coupled with new monetization opportunities through AI Mode, Direct Offers, and the Universal Commerce Protocol, suggests pricing power and ad upside. We also think GOOG's full-stack AI strategy offers upside, from proprietary TPUs (getting into the hardware business) to Gemini models to enterprise applications.

$GOOG

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