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Update: Bernstein Adjusts Price Target on Devon Energy to $59 From $42, Maintains Outperform Rating

(The price target change is from March 20).Devon Energy (DVN) has an average rating of overweight and mean price target of $58.31, 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)Price: $47.74, Change: $-0.05, Percent Change: -0.10%

$DVN

Australia26d ago

Update: Bernstein Adjusts Price Target on APA to $37 From $25, Maintains Market Perform Rating

(The price target change is from March 20).APA (APA) has an average rating of hold and mean price target of $39.90, 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://www..com/contact-us)Price: $39.42, Change: $+0.79, Percent Change: +2.05%

$APA

Australia26d ago

Update: Bernstein Adjusts Price Target on Diamondback Energy to $237 From $190, Maintains Outperform Rating

(The price target change is from March 20).Diamondback Energy (FANG) has an average rating of overweight and mean price target of $217.03, 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)Price: $189.53, Change: $+1.32, Percent Change: +0.70%

$FANG

Australia26d ago

Update: Bernstein Adjusts PT on EOG Resources to $167 From $126, Maintains Market Perform Rating

(The price target change is from March 20).EOG Resources (EOG) has an average rating of overweight and mean price target of $153.97, 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: $136.90, Change: $+0.71, Percent Change: +0.52%

$EOG

Australia26d ago

Update: Bernstein Adjusts Price Target on ConocoPhillips to $121 From $98, Maintains Outperform Rating

(The price target change is from March 20).ConocoPhillips (COP) has an average rating of overweight and mean price target of $138.07, 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: $124.09, Change: $+1.54, Percent Change: +1.25%

$COP

Australia26d ago

Semiconductor Demand in Data Centers, AI Offset by Automotive, Consumer Sectors, BofA Says

The demand environment for semiconductor stocks is mixed, with relative strength in data centers and artificial intelligence, offset by sluggishness in traditional automotive and consumer sectors, BofA Securities analysts said in a Monday note.Analysts said they prefer companies with strong free cash flow generation. Their top pick amongst large-cap companies in the sector is Analog Devices (ADI), while the top pick in small-to-medium caps is MACOM Technology Solutions (MTSI).BofA upgraded its ON Semiconductor rating to buy from neutral and increased its price target to $85 from $70. Analysts highlighted the stock's pipeline, "solid" free cash flow, buyback commitment, model leverage, and low balance sheet leverage.On NXP Semiconductors (NXPI), analysts downgraded the rating to neutral from buy and lowered its price target to $230 from $245, noting that the stock is "less compelling" compared to its peers in a tougher environment for analog.BofA retained its buy rating on Analog Devices and raised its price target to $425 from $400 to account for growth in core secular growth areas, such as artificial intelligence.Analysts also retained a buy rating on MACOM Technology Solutions and raised its price target to $305 from $260 due to its ongoing momentum in the optics industry.Price: $70.19, Change: $+1.54, Percent Change: +2.24%

$ADI$MTSI$NXPI$ON

Australia26d ago

UBS Adjusts Norwegian Cruise Line PT to $22 From $27, Maintains Neutral Rating

Norwegian Cruise Line Holdings (NCLH) has an average rating of overweight and mean price target of $24.50, 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)Price: $19.54, Change: $-0.42, Percent Change: -2.10%

$NCLH

Australia26d ago

UBS Adjusts Paychex Price Target to $94 From $98, Maintains Neutral Rating

Paychex (PAYX) has an average rating of Hold and mean price target of $101.36, 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)Price: $87.12, Change: $+1.55, Percent Change: +1.81%

$PAYX

Australia26d ago

UBS Adjusts Price Target on TransUnion to $69 From $72, Maintains Neutral Rating

TransUnion (TRU) has an average rating of buy and mean price target of $92.19, 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)Price: $68.77, Change: $+0.90, Percent Change: +1.33%

$TRU

Australia26d ago

UBS Adjusts Price Target on Smurfit Westrock to $56 From $60, Maintains Buy Rating

Smurfit Westrock (SW) has an average rating of buy and mean price target of $55.91, 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: $41.17, Change: $-0.89, Percent Change: -2.12%

$SW

Australia26d ago

UBS Adjusts Expand Energy Price Target to $133 From $139, Maintains Buy Rating

Expand Energy (EXE) has an average rating of Buy and mean price target of $135.39, 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: $98.53, Change: $-0.46, Percent Change: -0.46%

$EXE

Australia26d ago

Spotify Technology Seen Driving Growth Through Scale and Engagement Gains, Morgan Stanley Says

Spotify Technology (SPOT) is expected to surpass 300 million paying subscribers in 2026 as the company continues to add interactive ways for users to engage with the platform, Morgan Stanley said in a Monday note.Gross margins are expected to rise into the mid-30% range in 2027, the firm said.Morgan Stanley said recent examples of product innovation include more video content, algorithm controls, mixing tools and stronger lead generation for concert ticket sales.Analysts also noted the company's first investor day in four years is expected to give investors "tangible examples" of product improvements in an increasingly AI world.The firm noted recent US price increases at Spotify and higher prices from YouTube Premium and YouTube Music are constructive for overall industry pricing.Morgan Stanley reiterated its overweight rating on Spotify Technology and lowered its price target to $630 from $650.Spotify Technology shares were 3.9% higher in Monday trading.Price: $494.73, Change: $+18.74, Percent Change: +3.94%

$SPOT

Australia26d ago

UBS Adjusts Price Target on Royal Caribbean to $350 From $371, Maintains Buy Rating

Royal Caribbean Group (RCL) has an average rating of overweight and mean price target of $358, 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: $275.22, Change: $-1.73, Percent Change: -0.62%

$RCL

Australia26d ago

UBS Adjusts Equifax Price Target to $220 From $230, Maintains Buy Rating

Equifax (EFX) has an average rating of overweight and mean price target of $231.29, 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)Price: $180.12, Change: $+2.15, Percent Change: +1.21%

$EFX

Australia26d ago

UBS Raises Price Target on Pfizer to $27 From $25, Maintains Neutral Rating

Pfizer (PFE) has an average rating of hold and mean price target of $28.77, 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: $26.90, Change: $-0.02, Percent Change: -0.07%

$PFE

Australia26d ago

UBS Adjusts Cognizant Technology Price Target to $64 From $67, Maintains Neutral Rating

Cognizant Technology (CTSH) has an average rating of overweight and mean price target of $84.96, 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: $59.09, Change: $+1.17, Percent Change: +2.02%

$CTSH

Australia26d ago

UBS Adjusts Price Target on MasTec to $420 From $354, Maintains Buy Rating

MasTec (MTZ) has an average rating of buy and mean price target of $355.37, 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)Price: $364.34, Change: $+3.12, Percent Change: +0.86%

$MTZ

Australia26d ago

UBS Adjusts Carnival Price Target to $35 From $38, Maintains Buy Rating

Price: $27.02, Change: $-0.97, Percent Change: -3.45%

$CCL

Australia26d ago

UBS Adjusts Price Target on California Resources Corp to $82 From $81, Maintains Buy Rating

California Resources Corp (CRC) has an average rating of overweight and mean price target of $79.14, 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)Price: $66.45, Change: $-0.10, Percent Change: -0.15%

$CRC

Australia26d ago

Equinix Seen Benefiting From Rising AI Inference Demand, Morgan Stanley Says

Equinix (EQIX) is likely to benefit from sustained demand for colocation data center capacity, driven by an inflection in enterprise compute workloads toward AI inference, Morgan Stanley said in a Monday research report.Morgan Stanley said its capex yield framework indicates potential revenue growth for data center real estate investment trusts as capacity expands.The brokerage raised its 2026 and 2027 revenue growth estimates for Equinix by about 50 basis points and 130 basis points, respectively.The company's stabilized yield is likely to improve as more capacity becomes available for leasing at attractive rates, while demand for AI inference could receive further support from the emergence of new use cases, according to the note.Morgan Stanley said factors such as data generation from digitization at scale, the transition to hybrid IT architectures, cloud adoption, and cybersecurity are driving growth for data center REITs.The brokerage reiterated its overweight rating on Equinix and raised its price target to $1,250 per share from $1,075.Price: $1044.78, Change: $+14.54, Percent Change: +1.41%

$EQIX

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