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Seaport Initiates ACM Research at Buy With $75 Price Target

ACM Research (ACMR) has an average rating of buy and mean price target of $71.14, 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)

$ACMR

Research5d ago

Chardan Initiates Climb Bio at Buy With $22 Price Target

Climb Bio (CLYM) has an average rating of buy and mean price target of $16.69, 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)

$CLYM

Research5d ago

Zephirin Upgrades Pinterest to Buy From Sell, Raises Price Target to $30 From $17, Keeps High Risk

Pinterest (PINS) has an average rating of overweight and mean price target of $26.82, 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)

$PINS

Research5d ago

Piper Sandler Downgrades Tractor Supply to Neutral From Overweight, Adjusts PT to $36 From $51

Tractor Supply Company (TSCO) has an average rating of overweight and mean price target of $47.18, 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)

$TSCO

Research5d ago

Seaport Global Initiates Applied Materials at Buy With $500 Price Target

Applied Materials (AMAT) has an average rating of buy and mean price target of $435.13, 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)

$AMAT

Research5d ago

Seaport Global Initiates Lam Research at Buy With $300 Price Target

Lam Research (LRCX) has an average rating of overweight and mean price target of $314.31, 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)

$LRCX

Research5d ago

Research Alert: CFRA Maintains Buy Opinion On Adss Of Anheuser-busch Inbev

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target price for Anheuser-Busch InBev (ABI) is raised to USD94 (from USD92). This implies a 20.8x 2026 P/E, a premium to the industry forward average of 12.5x and its five-year historical average of 17.6x. Our relative valuation reflects ABI's improved financial position, both in terms of profitability and indebtedness, which should translate into meaningful profit. We like ABI for its industry-leading margins (LTM EBIT margin: 26.4% vs. peers' average: 17.4%), which is expected to gain further on improving volume outlook. We raise our 2026 EPADS estimate to USD4.50 (from USD4.41) and 2027's to USD5.08 (from USD4.95). We think that forex transactional headwinds will continue to be an issue moving forward, but will not deter ABI from sustaining its growth momentum given evidence of strong volume recovery and positive development across its strategic drivers. We remain confident in ABI's growth trajectory given its global portfolio strength and resilient market share across its key markets.

$BUD

Research5d ago

DBS Group Research Upgrades SIA Engineering to Buy from Hold, Adjusts Price Target to SG$3.80 from SG$4

$SGX:S59

Research5d ago

Bob Capital Markets Downgrades ACC to Hold from Buy; Price Target is INR1,595

ACC (NSE:ACC) has an average rating of overweight and mean price target of 1,656.64 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)

$BOM:500410$NSE:ACC

Research5d ago

Research Alert: Fme Q1: Currency Headwinds Drag, U.s. Treatment Growth Remains Challenged

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Q1 2026 revenue fell 5.5% reported to EUR4,612M, in line with consensus, though organic growth remained positive at 3.9% (Q4: +8.2%). Operating margin (excluding special items) improved to 10.1% from 9.4% prior year, supported by FME25+ savings of EUR50M, while reported operating income declined 14% due to EUR181M in transformation costs. Care Delivery posted strongest performance with organic revenue +6.1% and margin up 1.8%-pts to 12.1%, benefiting from TDAPA reimbursement tailwinds, though U.S. same market treatment continued declining (-0.4%). FME reaffirmed its 2026 guidance for broadly flat revenue and operating income at constant currencies, expecting stronger 1H 2026 before TDAPA benefits phase out in 2H. While we are positive on sustained FME25+ cost savings, the timeline for U.S. same market volume recovery remains uncertain, which we see as a key concern. FME expects flat U.S. treatment growth in 2026 but provided no specific recovery timeline, suggesting elevated uncertainty remains, in our view.

$FMS

Research5d ago

Research Alert: Ab Inbev Q1 Tops Estimates; Corona Momentum, Volume Recovery Support Outlook

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:ABI reported Q1 2026 organic revenue growth of 5.8%, beating consensus of 3.0%, supported by revenue per hectoliter growth of 4.5% and a volume increase of 0.8% vs. expected decline of 0.5%. Underlying EPS of USD0.97 surpassed consensus of USD0.89 and the prior year's USD0.81, representing the highest Q1 performance in company history. We believe ABI's megabrands momentum, with combined revenues growing 8.2%, led by Corona's 16% growth outside its home market, demonstrates competitive positioning strength with market share gains in 75% of its markets. Management maintained 2026 EBITDA growth guidance of 4-8%, in line with its medium-term outlook and consensus of 5.1%, with capex expected at USD3.5-4.0B. The Beyond Beer segment accelerated with 37% revenue growth, while gross margin expanded 76 bps to 56.6% despite EBITDA margin contracting 15 bps due to increased marketing investments. We remain confident in ABI's growth trajectory given its global portfolio strength and resilient market positioning.

$BUD

Research5d ago

Research Alert: Hsbc Q1 Profit Misses On Fraud Charge, Wealth Revenue Strong

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:HSBC's Q1 2026 PBT fell 1% Y/Y to USD9.4B, missing the consensus of USD9.6B, while revenue rose 6% to USD18.6B, beating the consensus of USD18.5B on strong Wealth fee income and banking NII growth. The results showed resilience amid geopolitical uncertainty, though profitability was pressured by elevated ECL charges rising 49% to USD1.3B, including a USD0.4B fraud-related provision and USD0.3B in Middle East conflict allowances. We believe strategic execution remains on track despite near-term headwinds, with USD39B in net new money inflows and continued Wealth momentum supporting the investment thesis. Management upgraded banking NII guidance to ~USD46B from at least USD45B while raising ECL guidance to ~45 bps from ~40 bps, reaffirming 17%+ RoTE targets for 2026-2028. The CET1 ratio declined 90 bps Q/Q to 14.0%, primarily from the Hang Seng privatization impact, though capital adequacy remains solid within the 14%-14.5% target range, supporting the USD0.10 interim dividend and medium-term return profile.

$HSBC

Research5d ago

Research Alert: CFRA Maintains Buy Rating On Shares Of Palantir Technologies Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target price to $192 from $203, based on an EV/S of 60x our 2026 sales forecast of $7.665 billion, above its three-year average on sequential growth acceleration. We increase our 2026 EPS estimate to $1.39 from $1.25 and lift our 2027 EPS forecast to $1.97 from $1.61. PLTR reported exceptional first quarter results with revenue surging 85% Y/Y to $1.633B, driven by triple-digit U.S. growth of 104%. U.S. Commercial revenue grew 133% Y/Y (would have been 143% excluding a customer transition to government), while U.S. Government revenue expanded 84% to $687M. The quarter showcased PLTR's strong execution with its AIP platform dominance driving U.S. growth, with management emphasizing AIP's unique position as the "no slop zone" for enterprise AI. The large upward revision in the full year revenue guidance ($466M at the midpoint of the range) supports our view that demand remains durable, and PLTR continues to take share in its space. Profitability metrics demonstrated strong margin expansion.

$PLTR

Research6d ago

Jefferies Upgrades Manappuram Finance to Buy From Hold, Adjusts Price Target to INR360 From INR285

Manappuram Finance (NSE:MANAPPURAM, BOM:531213) has an average rating of overweight and mean price target of 312.73 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)

$BOM:531213$NSE:MANAPPURAM

Research6d ago

Jarden Downgrades PEXA Group to Underweight from Neutral, Adjusts Price Target to AU$11.35 from AU$12.40

PEXA Group (ASX:PXA) has an average rating of overweight and mean price target of AU$16.02, 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)

$ASX:PXA

Research6d ago

Research Alert: Grab Achieves $120m Q1 Profit With 24% Revenue Growth, Reaffirms Guidance

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Grab posted strong Q1 2026 results with revenue of $955M (+24% Y/Y) and net profit of $120M vs. $10M in the prior year, marking the second consecutive quarter of GAAP profitability. Adjusted EBITDA surged 46% Y/Y to $154M, with margin expanding 250 bps to 16.2%, demonstrating operating leverage in all segments including Mobility GMV growth of 23% and Deliveries GMV expansion of 25%. Key strategic milestones include securing Singapore's inaugural cross-border ride-hail license for the Singapore-Johor corridor and announcing its first international expansion through the acquisition of Taiwan's foodpanda. Executing $500M in share repurchases reflects management's confidence. Management maintained full-year 2026 revenue guidance of $4.04B-$4.10B and $700M-$720M in Adjusted EBITDA, which in our view, indicates confidence in sustained momentum. Financial Services revenue grew 43% to $107M with loan portfolio more than doubling to $1.4B, while strong advertising monetization led Deliveries profitability improvements.

$GRAB

Research6d ago

Research Alert: CFRA Maintains Hold Opinion On Shares Of Alliant Energy 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 by $2 to $75, valuing LNT at 21.5x our next-12-month EPS view. We trim our 2026 EPS view by $0.03 to $3.42 and trim 2027 by $0.02 to $3.68. Rate base growth stemmed from investments in generation, energy storage, and transmission assets, along with higher allowance for funds used during construction. LNT signed an additional ~370 MW electric service agreement in Iowa, bringing total contracted data center demand to ~3.4 GW (up from 3 GW previously), with the potential to add another 2-4 GW depending on ongoing negotiations. LNT now has five fully executed data center agreements, with three projects under active construction. In our opinion, the strategic focus on capacity-only electric service agreements, supported by flexible generation (simple cycle natural gas and battery storage), aligns capital deployment with revenue growth while preserving optionality for future energy needs. We think EPS and dividend growth (2025-2028) is attractive at 7.6% and 6.1%, respectively.

$LNT

Research6d ago

Research Alert: CFRA Maintains Hold Opinion On Shares Of Builders Firstsource, 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 price target to $85 from $125, based on a 2027 P/E of 13.1x, a premium to the stock's 10-year average forward P/E of 12.1x, justified by cyclical trough market conditions. We lower our adjusted EPS estimates to $4.10 from $6.69 for 2026 and to $6.50 from $8.01 for 2027. BLDR posted Q1 2026 adjusted EPS of $0.27 vs. $1.51 (-82% Y/Y), well short of the $0.37 consensus. BLDR's Q1 sales fell 11% to $3.29B ($130M ahead of consensus), but gross margin contracted 220 bps to 28.3%. BLDR said it now expects 2026 net sales of $14.6B-$15.6B and adjusted EBITDA of $1.1B-$1.5B, versus prior expectations of $14.8B-$15.8B and $1.3B-$1.7B, respectively. Management said it remains focused on factors within its control, including serving customers, expanding its differentiated portfolio of value-added solutions, and leveraging technology to accelerate growth and drive operational excellence. We think BLDR's Q1 results underscore challenges the company faces from a weaker housing market.

$BLDR

Research6d ago

Research Alert: CFRA Reiterates Strong Buy Opinion On Shares Of Aptargroup, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our 12-month target at $149, 26.8x our 2026 EPS estimate, a premium to its three-year average forward P/E of 26.5x. We trim our 2026 EPS view by $0.12 to $5.56 and decrease our 2027 EPS by $0.15 to $6.40. The injectables division continues to validate our thesis, with 20% Y/Y growth in Q1 as management actively works to increase capacity so the division can expand further. We note that emergency medicine faces a $65M headwind in 1H 2026 as it destocks from prior inventory, which led to flat Q1 core sales and weaker gross margins. Management is confident its pharma growth will expand beyond GLP-1 to both systemic nasal drug delivery and pulmonary biologics. Margin weakness and an unfavorable mix in the Beauty segment are temporary, with normal margins returning in 2H 2026 in our view. We continue to believe ATR is poised to capture significant growth in the biologics markets. ATR could face higher raw material costs as supply chains become stretched due to uncertainty in the Middle East.

$ATR

Research6d ago

Research Alert: CFRA Retains Buy Rating On Shares Of Vertex Pharmaceuticals Incorporated

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:After Q1 results, we lower our target price to $535 from $579, 24.4x our 2027 EPS, a discount to VRTX's 10-year historical forward P/E average. We maintain our 2026 EPS view of $19.40 and our 2027 EPS estimate at $21.92. VRTX's Q1 2026 was marked by robust revenue growth, successful commercial execution of new products, and significant progress in its clinical pipeline, particularly in the renal space. The company's CF franchise remains the primary revenue driver, while new products like Casgevy and Gernavics are beginning to contribute meaningfully to growth, accounting for approximately 25% of the total product revenue growth in Q1. Pipeline advancement remains robust, in our view, with the completion of the rolling BLA submission for povetacicept in IgA nephropathy representing a significant regulatory milestone. Using a Priority Review Voucher, VRTX expects an expedited six-month FDA review timeline, which is encouraging.

$VRTX

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