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Research Alert: CFRA Maintains Hold Opinion On Shares Of Ralph Lauren 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 price target by $30 to $380, based on 21.1x our FY 27 (Mar.) EPS estimate and well-above the company's three-year average forward P/E multiple of 17.2x, reflecting our view that the company's fundamentals continue to improve and demand a higher multiple. We raise our FY 27 EPS estimate by $1.50 to $18.00 and initiate our FY 28 EPS estimate at $19.00. Ralph Lauren reports a better-than-expected Q4 FY 26 and initiated its full-year guidance above estimates. The company expects mid-single-digit revenue growth along with continued margin expansion. Asia led growth in Q4 FY 26 with revenues up 31% followed by Europe up 18% and North America up 8%. Although we believe the company is executing exceptionally we believe valuation is full with shares trading at 21x consensus EPS estimates for FY 27, which are not conservative, in our opinion. We raise our 12-month price target but remain neutral on shares after a nearly 20% increase in just a few days following the release.

$RL

Research33d ago

Wells Fargo Upgrades MSCI to Overweight From Equalweight, Adjusts PT to $700 From $650

MSCI (MSCI) has an average rating of overweight and mean price target of $694.06, 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)

$MSCI

Research33d ago

Mizuho Upgrades Phillips 66 to Outperform From Neutral, Adjusts Price Target to $212 From $170

Phillips 66 (PSX) has an average rating of overweight and mean price target of $189.94, 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)

$PSX

Research33d ago

Nomura Upgrades Takasago Thermal Engineering to Buy from Neutral; Price Target is 5,500 Yen

TYO:1969

Research33d ago

JPMorgan Upgrades CDW to Overweight From Neutral, Price Target is $130

CDW (CDW) has an average rating of overweight and mean price target of $147.89, 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)

$CDW

Research33d ago

Evercore ISI Upgrades Hershey to Outperform From In Line, Price Target is $255

Hershey (HSY) has an average rating of hold and mean price target of $216.29, 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

Research33d ago

UBS Upgrades Ecolab to Buy From Neutral, Adjusts Price Target to $325 From $293

Ecolab (ECL) has an average rating of overweight and mean price target of $320.89, 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)

$ECL

Research33d ago

Seaport Global Initiates GE Aerospace at Buy With $375 Price Target

GE Aerospace (GE) has an average rating of overweight and mean price target of $350.50, 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)

$GE

Research33d ago

Barclays Upgrades Sandisk to Overweight From Equalweight, Adjusts PT to $2,300 From $1,200

Sandisk (SNDK) has an average rating of overweight and mean price target of $1,683.78, 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)

$SNDK

Research33d ago

JPMorgan Upgrades FedEx to Overweight From Neutral, Adjusts Price Target to $460 From $432

FedEx (FDX) has an average rating of overweight and mean price target of $416.62, 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)

$FDX

Research33d ago

Jefferies Downgrades Xiaomi to Underperform From Hold, Adjusts Price Target to HK$25.49 From HK$26.98

Xiaomi (HKG:1810) has an average rating of overweight and mean price target of HK$40.35, 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)

HKG:1810

Research33d ago

Research Alert: CFRA Keeps Buy Rating On Shares Of Eli Lilly And Company

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 $1,255 from $1,225, 28.9x our 2027 EPS view, below LLY's five-year historical forward P/E average. We lift our 2026 EPS to $37.03 from $36.97 and raise our 2027 EPS to $43.42 from $42.22. We think LLY's continuous focus on external innovation to diversify its pipeline remains a key differentiator versus peers. LLY announced three vaccine deals today as part of a strategic push into infectious disease prevention. LLY is acquiring Curevo for up to $1.5B, gaining access to amezosvatein, a next-gen shingles vaccine that demonstrated comparable efficacy to the current standard while reducing side effects in Phase 2 trials. LLY is also acquiring LimmaTech Biologics for up to $780M, bringing a bacterial vaccine platform targeting antimicrobial-resistant pathogens. LLY is also acquiring Vaccine Company for up to $1.55B, adding an in vivo nanoparticle tech platform and a Phase 1-ready Epstein-Barr Virus vaccine candidate addressing a pathogen linked to multiple sclerosis and certain cancers.

$LLY

Research33d ago

Research Alert: Zs: Q3 Results Beat On Strong Arr Momentum, Though Guidance Was Mixed

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:ZS delivered strong Q3 FY 26 results, with non-GAAP EPS of $1.08 beating consensus by $0.07, while revenue of $850.5M grew 25% Y/Y, exceeding Street expectations by $14.8M. This marks consistent execution, with revenue growth maintaining the 25% level from Q2, demonstrating sustained business momentum across the platform. ARR growth remained solid at 25% Y/Y to $3.525B, with organic growth of 21% excluding the Red Canary acquisition contribution. The sequential improvement in net new ARR and record operating margin expansion to 23% reflect stronger demand and improved execution, in our view. Management raised full-year revenue guidance to $3.3295B-$3.3325B (24.6%-24.7% growth) and non-GAAP EPS guidance to $4.10-$4.11, both above consensus estimates, and benefiting from a reduced tax rate. However, FCF margin guidance was lowered to 22.8%-23.3% from 26.5%-27.0% due to higher capex investments, though we believe continued platform expansion investments position ZS well for sustained long-term growth.

$ZS

Research33d ago

Research Alert: Smtc: Beat And Raise; Emerging Optical Play

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:SMTC posted better-than-expected Apr-Q results, with revenue of $291.0M vs. $283.5M consensus, up 6% sequentially and 16% Y/Y. Non-GAAP adjusted operating margin expanded to 20.4% from 19.0% prior year, while adjusted diluted EPS surged 34% to $0.51, beating $0.45 consensus. Strong performance was driven by robust demand across the semiconductor portfolio, particularly within the Signal Integrity segment which generated $102.0M (+39% Y/Y) with 62.7% gross margin, benefiting from data center demand for next-generation optical interconnect technologies. Jul-Q guidance exceeded expectations, seeing revenue of $328.0M and adjusted diluted EPS of $0.61, representing approximately 13% sequential revenue growth and continued margin expansion to 21.9% adjusted operating margin, vs. consensus $301M/$0.51. We see upside as FiberEdge and CopperEdge 1.6T revenues will layer onto the existing growth base, with SMTC expecting data center growth to accelerate throughout the year.

$SMTC

Research33d ago

Research Alert: CFRA Maintains Hold Opinion On Shares Of Autozone 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 $3,200 from $3,800, based on a FY 27 (Aug.) P/E of 18.1x, in line with AZO's 10-year average forward P/E multiple. We raise our EPS estimates to $151.00 from $149.40 for FY 26 and to $177.20 from $176.60 for FY 27. Following AZO's earnings release, we raise our estimates but maintain a Hold opinion on the shares. While AZO's bottom-line results were ahead of consensus, shares sold off sharply on concerns related to slowing same-store sales growth and the ongoing negative impact of LIFO charges on margins. In our view, AZO's valuation continues to screen as fair and the stock's risk/reward appears balanced, limiting upside potential over the next 12 months. However, AZO's combination of new store openings (now expected at 355-365 new stores in FY 26, up from 304 in FY 25), share count-reducing buybacks, international/commercial growth potential, and secular tailwinds of the auto aftermarket should continue to drive growth longer term.

$AZO

Research33d ago

Research Alert: CFRA Initiates Coverage On Shares Of Mda Space, Ltd. At Buy

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We have a bullish view on the space economy and MDA's leading position in Canada and the space robotics arena. Our 12-month target price of CAD71 is derived from a 22x EBITDA multiple applied to our FY 27 estimate. With the SpaceX IPO, Artemis missions, and progress in AI compute in space, the space economy is projected to surpass $1T in the next decade and reach $2T by 2040. Currently, MDA's satellite systems generate the lion's share of revenues; however, as space infrastructure matures, we are bullish on its orbital manipulation abilities via Canadarm3, MDA SKYMAKER, and MDA MIDNIGHT. A recent NYSE IPO pushed it into a net cash position, and as a more mature, profitable player in the space sector, it has the potential to expand its valuation multiple, in our view. MDA trades significantly above its three-year forward EBITDA average of 10.1x, but relative to pure-play space names (RKLB, RDW, and SPCX), shares are significantly discounted. Our FY 26 adjusted EPS is CAD1.43 and our FY 27 estimate is CAD1.59.

$MDA

Research33d ago

Research Alert: CFRA Keeps Hold Opinion On Shares Of Bj's Wholesale Club Holdings, Inc.

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 to $92 from $103, based on about 20x our FY 27 (Jan.) EPS estimate of $4.57 (raised from $4.48; FY 28 raised to $4.98 from $4.90). While this multiple remains above the company's long-term average of 19x, it is still well below those of large-format peers. We maintain our Hold rating following a mixed Apr-Q result, as BJ's comparable sales growth continues to lag its largest competitors. We expect limited upside to earnings revisions given ongoing reinvestment in areas such as pricing. We also see incremental near-term headwinds emerging, including higher transportation costs as a result of the recent spike in fuel prices. Longer term, however, we remain more constructive as recently opened clubs continue to mature, with clubs typically reaching maturity within five years of opening (clubs opened within the last five years are growing at over 4x the chain average). BJ's expansion into Texas also appears encouraging, with early indicators for sales and membership trends tracking positively.

$BJ

Research34d ago

Jefferies Upgrades Energy Transfer to Buy From Hold, $23 Price Target

Energy Transfer (ET) has an average rating of buy and mean price target of $23.12, 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)Price: $19.69, Change: $-0.39, Percent Change: -1.92%

$ET

Research34d ago

Research Alert: CFRA Maintains Buy Opinion On Shares Of Urban Outfitters

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 price target of $100, based on 16.7x our FY 27 (Jan.) EPS estimate and above the company's three-year average forward P/E multiple of 11.9x, reflecting our view that the company deserves a peer multiple due to its significant comparable store sale growth and impressive margin expansion in recent quarters. We raise our FY 27 EPS estimate by $0.25 to $6.00 and maintain our FY 28 EPS estimate at $6.25. URBN expects high single-digit revenue growth in FY 27, led by its namesake and Free People brands. The company has been a top performer in apparel over the past 18 months and has seen consistent margin expansion and revenue growth since the pandemic. We believe it is only a matter of time before investors begin to give the company a peer multiple (mid-teens forward P/E). URBN's improving fundamentals and low valuation has led management to begin significant share repurchases ($300M in FQ1), which we see continuing due to the company's strong cash generation and debt-free balance sheet.

$URBN

Research34d ago

BofA Securities Initiates Pershing Square at Neutral With $42 Price Target

Pershing Square (PS) has an average rating of hold 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)Price: $36.50, Change: $+0.83, Percent Change: +2.33%

$PS

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