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BofA Securities lowered its 12-month price target on Brown & Brown (NYSE: BRO) to $90 from $94 while keeping a Neutral rating, citing the insurance broker's mixed fourth-quarter results. The company posted adjusted EPS of $0.93, ahead of the $0.91 consensus, but total revenue of $1.6 billion missed the $1.65 billion estimate and organic revenue dec…
Jefferies reiterated a Buy rating and a $750.00 price target on Spotify (SPOT) ahead of the company’s upcoming earnings release, pointing to potentially conservative fourth-quarter gross margin estimates and managed Q1 margin expectations. The firm foresees revenue acceleration in coming quarters driven by U.S. subscription price increases, while n…
BofA Securities has reaffirmed a Buy rating and a $1,672 price target on ASML, keeping the company as a Top Pick and valuing it at 31.0x CY27E EV/EBITDA. The broker's reassessment, informed in part by a discussion with Erik Hosler of xLight Inc., downplays near-term competitive threats from China’s domestic EUV efforts. Other analysts, including Be…
BofA Securities has lowered its price target on Trip.com Group Limited (TCOM) to $78 from $85 while retaining a Buy rating. The reduction follows a 10-12% cut to non-GAAP net profit forecasts for 2026-2027 and lower applied valuation multiples, even as the firm continues to cite solid growth drivers and recent quarterly outperformance. Regulators' …
Jefferies increased its 12-month price objective for COPT Defense Properties (CDP) to $34 from $33 while retaining a Buy recommendation. The firm trimmed fiscal 2026 FFO per share by $0.01 to $2.74 to reflect a later capital commitment schedule for an Iowa data center project. The stock trades near its 52-week high and pays a multi-decade dividend,…
BofA Securities reduced its price target on W.R. Berkley to $66.00 from $69.00 while maintaining a Neutral rating. The firm attributed a slight earnings shortfall to weaker alternative investment returns and unfavorable reserve development, partly offset by stronger traditional investment income and outsized share repurchases. The insurer reported …
Jefferies reduced its price objective on W.R. Berkley to $70 from $75 and maintained a Hold rating following the insurer's fourth-quarter 2025 results. The firm cut its EPS forecasts by 2% and projects deterioration in underlying loss ratios over the next two years, even as the company reported an EPS beat and a sizable revenue surprise. BofA Secur…
Jefferies reduced its 12-month price target on NRG Energy to $181 from $198 but retained a Buy recommendation, pointing to softer assumptions for Texas power prices and PJM capacity. The bank nonetheless emphasized NRG's robust free cash flow yield of roughly 14% and its positioning to add scale through an LS Power purchase that has secured final U…
Kepler Cheuvreux downgraded TotalEnergies to Reduce and removed it from its Sector Most Preferred list, citing heightened exposure to a potential extended LNG oversupply. Analyst Bertrand Hodée projects TotalEnergies' net long LNG position expanding from about 14 mtpa in 2026 to roughly 23 mtpa by 2030, leaving it vulnerable if spot prices fall. Ke…
Alphabet has climbed back near its highs with a ~$4.02T market cap and a ~$335 share price, but the valuation is getting harder to justify if free cash flow doesn’t re-accelerate. At ~32x earnings and a rich ~55x free cash flow multiple, the market is paying up for an AI-driven upside scenario at the same time momentum is rolling over (bearish MACD…
BMO Capital has increased its 12-month price objective for Hecla Mining Co. (HL) to $28.00 from $16.00 while retaining a Market Perform rating. The stock is trading above that target at $29.97 and carries a P/E of 98.32. The company reported quarterly production that was modestly shy of the analyst's forecast but delivered at the top end of its 202…
BMO Capital Markets has increased its 12-month price objective on Baker Hughes from $55 to $65 while keeping an Outperform rating. The forecast change follows stronger-than-expected fourth-quarter 2025 results from the Industrial & Energy Technology (IET) segment and upgraded guidance for 2026, prompting BMO to raise near- and full-year earnings an…
Indian equity benchmarks ended the trading session higher on Tuesday, supported by gains in the Metals, Public Sector Undertakings and Banking sectors. The Nifty 50 rose 0.51% and the BSE Sensex 30 climbed 0.39% as select large-cap stocks outperformed, even as a larger number of issues fell on both major exchanges.
Kepler Cheuvreux downgraded Alstom to "reduce" from "hold" and lowered its 12-month target price to €25 from €27.50, pointing to ongoing execution risks and weak profit-to-cash conversion. The broker also cut adjusted EBIT and EPS forecasts by 11%-18%, prompting a share drop of over 3% on Tuesday and leaving the stock trading below the revised targ…
Goldman Sachs has reiterated a Buy rating on Roblox Corp. (NYSE:RBLX) and set a $180 price target, highlighting the company’s exposure to artificial intelligence initiatives and an expanding creator economy. The firm projects material bookings and margin expansion over the medium term, while other brokers present a range of views amid recent declin…
RBC Capital has lifted its 12-month price target on Bausch & Lomb Corp. (NYSE: BLCO) to $21.00 from $19.00 while retaining an Outperform rating. The firm projects slightly above-consensus Q4/25 revenue and EBITDA, flags a roughly $28 million foreign-exchange revenue tailwind, and points to an increased probability of corporate separation as drivers…
Goldman Sachs has reaffirmed a Neutral rating on Yeti Holdings with an unchanged $45 price target, citing improving revenue momentum into the first half of 2026 driven by drinkware stabilization, new product innovation and expanding bags sales. Despite a more constructive outlook for 2026 revenue and EPS, Goldman says much of that improvement appea…
BofA Securities raised its target for BHP Group to AUD57.00 from AUD56.00 while retaining a Buy rating, citing higher coal price forecasts driven by supply concerns and supportive demand-side factors. The bank's commodity team increased 2026 Newcastle and Australian hard coking coal price assumptions, a change that feeds through to BHP's valuation.…
Jefferies maintained its Buy rating on Roku Inc. and set a $135 price target, implying roughly 26% upside from the current $107 share price. The firm flagged potential upside to fourth-quarter and first-quarter platform revenue relative to consensus ahead of Roku's February 12 earnings report, and outlined a series of 2026 catalysts that could driv…
RBC Capital reaffirmed an Underperform rating and a $50.00 price target on Palantir Technologies Inc. (PLTR) ahead of the company's February 2 earnings release. The target implies a substantial decline from the current share price of $167.47 despite the stock’s 122% gain over the past year. RBC points to three central themes shaping its view: a slo…
Prediction markets have rapidly elevated BlackRock's Rick Rieder to frontrunner status to replace Federal Reserve Chair Jerome Powell, but analysts at Wolfe Research say they remain unconvinced that markets have the full picture. While Rieder's views on lower rates and a softer balance-sheet stance align with President Trump's preferences, Wolfe hi…
Evercore ISI lowered its price objective on Capital One Financial to $265 from $290 while keeping an Outperform rating after the bank reported fourth-quarter results and announced the acquisition of Brex. The firm trimmed 2026 and 2027 EPS estimates, factored in modest tangible book and core EPS dilution related to the planned Brex transaction, and…
Shares of ABB Ltd rose after Kepler Cheuvreux upgraded the Swiss engineering group to Buy from Hold and increased its price target to 70 Swiss francs from 56. The broker argued ABB's recent restructuring and alignment with electrification and automation markets have improved revenue and earnings visibility, prompting higher medium-term forecasts an…
Hamas is pushing to integrate its roughly 10,000-strong police force and more than 40,000 civil and security employees into a U.S.-backed transitional administration for Gaza, even as international plans link further Israeli withdrawals to the militant group's disarmament. The proposal highlights deep divisions between Hamas and Israel over governa…
Barclays raised its rating on Burberry to "overweight" from "equal weight" in a note dated Tuesday, and increased its price target to £11 from £8. The broker said the company has progressed from diagnosing its issues to implementing a reset across product, pricing and distribution, with early signs of stabilisation in a tough luxury trading environ…
