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Jefferies Cuts Fair Isaac Price Target to $1,800 From $2,200, Maintains Buy Rating

Fair Isaac (FICO) has an average rating of overweight and mean price target of $1,631.45, according to analysts polled by FactSet.Price: $1097.00, Change: $+27.07, Percent Change: +2.53%

$FICO

Rothschild & Co Redburn Adjusts Fair Isaac Price Target to $1,324 From $1,643, Maintains Neutral Rating

Fair Isaac (FICO) has an average rating of overweight and mean price target of $1,631.45, according to analysts polled by FactSet.Price: $1096.06, Change: $+26.13, Percent Change: +2.44%

$FICO

BNP Paribas Adjusts Price Target on Prologis to $150 From $140, Maintains Outperform Rating

Prologis (PLD) has an average rating of overweight and mean price target of $144.63, according to analysts polled by FactSet.Price: $144.70, Change: $+2.53, Percent Change: +1.78%

Woodward Faces Long-Term Earnings Upside From Growing LEAP, GTF Engine Repair Activity, RBC Says

Woodward (WWD) faces long-term earnings upside from growing LEAP and GTF jet engine maintenance, repair overhaul activity, with the engines representing revenues of about $850 million by 2030 and over $3 billion in 2040, RBC Capital Markets said in a research note emailed Friday.RBC said that Woodward is estimated to generate about half of its 2026 earnings before interest and taxes from aftermarket services, and its revenue will include 44% contribution from commercial aerospace, 22% from defense, and 34% from industrial business.Woodward is further slated to see its commercial aftermarket mix grow from about 23% in fiscal 2025 revenue to 27% in fiscal 2028, driving a structurally higher aftermarket mix and margin profile, RBC said.Additionally, RBC said it expects elevated near-term capital expenditure, supporting Woodward's Airbus A350 spoiler actuation contract win and other investments, and continued buybacks from the company.RBC initiated coverage on Woodward's stock with an outperform rating and a $450 price target.Price: $395.91, Change: $+21.00, Percent Change: +5.60%

$WWD

Advanced Drainage Systems Offers 'Solid' Buying Opportunity, Oppenheimer Says

Advanced Drainage Systems' (WMS) recent stock price drop is a "solid" buying opportunity as it continues to maintain key competitive advantages in its sector with the capability to handle inflation and demand challenges, Oppenheimer said, noting shares have fallen about 16% since the onset of the Iran conflict versus a 2% gain for the S&P 500.The company needs to boost prices by mid-single-digits in order to offset higher resin costs, with high-density polyethylene and polypropylene making up 35% to 40% of cost of goods sold and transport adding around 15%, the brokerage said in a Thursday note.The investment firm added that Advanced Drainage Systems' structural advantages and higher prices will drive improving margins over time.Oppenheimer said it expects demand trends to remain choppy into fiscal 2027, with stable non-residential activity and residential construction remaining a key watch point. The recently closed acquisition of National Diversified Sales is set to enhance scale, broaden product offerings and be accretive to earnings in the first year.The company's current stock price and upside to EPS and free cash flow, anticipated to accelerate in fiscal 2027 and 2028, support expectations of the shares outperforming the market moving forward, according to the note.Oppenheimer kept the company's stock rating at outperform and cut its price target to $195 from $200.Price: $153.10, Change: $+8.78, Percent Change: +6.08%

$WMS

Argus Adjusts Price Target on Prologis to $152 From $135, Maintains Buy Rating

Prologis (PLD) has an average rating of overweight and mean price target of $144.63, according to analysts polled by FactSet.Price: $144.62, Change: $+2.45, Percent Change: +1.72%

Evercore ISI Adjusts Price Target on Prologis to $135 From $121, Maintains In Line Rating

Prologis (PLD) has an average rating of overweight and mean price target of $144.63, according to analysts polled by FactSet.Price: $144.62, Change: $+2.45, Percent Change: +1.72%

Keefe Bruyette & Woods Adjusts Marsh & McLennan Price Target to $203 From $200, Maintains Market Perform Rating

Marsh & McLennan (MRSH) has an average rating of Hold and mean price target of $203.67, according to analysts polled by FactSet.Price: $180.12, Change: $-2.45, Percent Change: -1.34%

BTIG Adjusts Price Target on Prologis to $160 From $155, Maintains Buy Rating

Prologis (PLD) has an average rating of overweight and mean price target of $144.63, according to analysts polled by FactSet.Price: $144.70, Change: $+2.53, Percent Change: +1.78%

Stephens Adjusts Price Target on Martin Marietta Materials to $700 From $735, Maintains Overweight Rating

Martin Marietta Materials (MLM) has an average rating of overweight and mean price target of $706.39, according to analysts polled by FactSet.Price: $631.66, Change: $+23.68, Percent Change: +3.89%

$MLM

Stephens Adjusts Price Target on Vulcan Materials to $330 From $340, Maintains Overweight Rating

Vulcan Materials (VMC) has an average rating of overweight and mean price target of $329.29, according to analysts polled by FactSet.Price: $297.04, Change: $+11.26, Percent Change: +3.94%

$VMC

Loop Capital Adjusts Price Target on Masco to $70 From $80, Maintains Hold Rating

Masco (MAS) has an average rating of overweight and mean price target of $77.28, according to analysts polled by FactSet.Price: $67.31, Change: $+3.58, Percent Change: +5.62%

$MAS

Loop Capital Adjusts Price Target on Sherwin-Williams to $385 From $400, Maintains Buy Rating

Sherwin-Williams (SHW) has an average rating of overweight and mean price target of $385, according to analysts polled by FactSet.Price: $348.67, Change: $+15.33, Percent Change: +4.60%

$SHW

BMO Capital Adjusts Marsh & McLennan Price Target to $186 From $208, Maintains Market Perform Rating

Marsh & McLennan (MRSH) has an average rating of Hold and mean price target of $203.67, according to analysts polled by FactSet.Price: $180.12, Change: $-2.45, Percent Change: -1.34%

Wells Fargo Adjusts Marsh & McLennan Price Target to $186 From $178, Maintains Equal Weight Rating

Marsh & McLennan (MRSH) has an average rating of Hold and mean price target of $203.67, according to analysts polled by FactSet.Price: $180.30, Change: $-2.27, Percent Change: -1.24%

Mizuho Securities Lifts Marsh & McLennan Price Target to $194 From $193, Maintains Neutral Rating

Marsh & McLennan (MRSH) has an average rating of Hold and mean price target of $203.67, according to analysts polled by FactSet.Price: $180.29, Change: $-2.28, Percent Change: -1.25%

Sarepta Therapeutics Seen Benefiting From New Elevidys Study, Better US Uptake in Second Half of 2026

Sarepta Therapeutics (SRPT) could benefit from Roche's new late-stage Elevidys study, stronger US demand in the second half of 2026, steady sales and possible regulatory progress for key exon-skipping drugs, Wedbush said in a note Friday.Roche's plan to start a new global phase 3 trial outside the US signals confidence in Elevidys and should not affect the therapy's US commercialization, though Elevidys revenue in the first half of 2026 could stay soft, the investment firm said.Wedbush said feedback from key opinion leaders points to better uptake in the second half of 2026 as doctors remain positive on Elevidys in ambulatory patients.Data due by the end of 2026 from non-ambulatory patients in Cohort 8 of the ENDEAVOR study could improve confidence in the drug's safety if the results are positive, according to the note.Wedbush maintained its outperform rating and $35 price target for Sarepta, adding that phosphorodiamidate morpholino oligomer sales should remain stable in 2026, with an update on filings for Amondys 45 and Vyondys 53 expected by the end of the second quarter.Price: $21.30, Change: $+0.13, Percent Change: +0.59%

$SRPT

Goldman Sachs Adjusts Marsh & McLennan Price Target to $199 From $193, Maintains Neutral Rating

Marsh & McLennan (MRSH) has an average rating of Hold and mean price target of $203.67, according to analysts polled by FactSet.Price: $180.04, Change: $-2.53, Percent Change: -1.39%