Analysts are intrested in these 5 stocks: ( (CRCL) ), ( (CYBR) ), ( (RUN) ), ( (U) ) and ( (HUM) ). Here is a breakdown of their recent ratings and the rationale behind them.
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Circle Internet Group, Inc. Class A has been recommended as a ‘Buy’ by analyst Andrew Jeffrey, who initiated coverage on the stock. Jeffrey highlights Circle’s role as the issuer of USDC, the second-largest stablecoin, and its potential to revolutionize cross-border B2B finance. The analyst points out that Circle’s infrastructure, including the Circle Payment Network and Arc blockchain, positions it as a high-quality crypto infrastructure play. Despite potential risks such as regulatory clarity and industry fragmentation, Jeffrey sees Circle growing into its valuation as USDC commercialization accelerates.
CyberArk Software has been downgraded to ‘Hold’ by analyst Kingsley Crane following the announcement of its acquisition by Palo Alto Networks. Crane notes the synergistic opportunities this acquisition presents, particularly in enhancing identity security capabilities. The deal, valued at approximately $25 billion, is expected to be accretive to revenue growth and gross margins for Palo Alto Networks. With the FTC granting antitrust clearance, the acquisition is on track to close following a shareholder vote, with no major obstacles anticipated.
Sunrun has been upgraded to ‘Hold’ by analyst Ameet Thakkar, who raises the target price to $19 per share. Thakkar acknowledges the potential for Sunrun to commence share repurchases or offer dividends by the second half of 2026, driven by improved cash generation metrics. Despite previous skepticism regarding Sunrun’s cash generation performance, Thakkar now incorporates this metric into the valuation approach, highlighting the company’s position as the largest U.S. solar installation company.
Unity Software has been initiated with a ‘Hold’ rating by analyst Eric Sheridan, who maintains a price target of $38. Sheridan sees Unity exiting a period of disruption and positioned to reaccelerate growth, driven by its Grow Solutions segment and the launch of the Vector AI platform. The analyst highlights the potential for Unity to achieve long-term revenue growth and margin expansion, although the impact of these factors on current stock pricing remains a topic of debate among investors.
Humana has been initiated with a ‘Sell’ rating by analyst Scott Fidel, who identifies similarities between the current managed care underwriting downturn and past cycles. Fidel’s analysis suggests challenges in the Medicare Advantage, Managed Medicaid, and ACA exchanges sectors, leading to a cautious outlook on Humana’s stock performance. The recommendation reflects broader concerns within the managed care industry, with other companies like UNH, CVS, and CI receiving ‘Buy’ ratings.