Analysts are intrested in these 5 stocks: ( (NEO) ), ( (SHW) ), ( (GRAB) ), ( (PCAR) ) and ( (FSLR) ). Here is a breakdown of their recent ratings and the rationale behind them.
NeoGenomics, a leader in oncology diagnostics, has faced a challenging outlook according to analyst Puneet Souda, who downgraded the stock to ‘Hold’. Despite its strong position in the heme testing market, Souda notes several hurdles, including overly optimistic revenue growth projections and increased competition in the NGS solid tumor CGP market. The company’s recent management changes and the dilutive impact of the Pathline acquisition add to the uncertainty, leading to a reduced price target of $9.
Sherwin-Williams Company has been upgraded to ‘Buy’ by analyst Michael Sison, who highlights the company’s strong execution and market share gains despite challenging market conditions. The acquisition of BASF’s Brazil decorative paints business is seen as a strategic move that could bolster earnings. Sison is optimistic about Sherwin-Williams’ ability to capitalize on a housing market recovery, setting a price target of $420 based on its strong pricing strategy and expansion plans.
Grab Holdings has been upgraded to ‘Buy’ by analyst Sachin Mittal, who praises the company’s dominant position in Southeast Asia’s on-demand services market. With a significant increase in EBITDA and a raised guidance for 2025, Grab’s delivery and mobility segments are already profitable. The company’s fintech arm is expected to break even by 2026, offering a promising growth trajectory. Despite some concerns over stock-based compensation, Mittal sees a bullish outlook for Grab.
Paccar has been downgraded to ‘Hold’ by analyst Tami Zakaria, citing concerns over the ongoing downturn in the freight and truck market. With a potential US recession looming and tariff impacts on the horizon, Paccar’s gross margins are under pressure. The company’s lowered sales outlook and uncertainties around NOx emission regulations contribute to a cautious stance, with a price target set at $90.
First Solar has received mixed reviews from analysts, with downgrades from Colin Rusch and Julien Dumoulin Smith due to tariff uncertainties and margin pressures. However, Gordon Johnson has upgraded the stock to ‘Buy’, citing the company’s conservative guidance and potential upside from maintaining production tax credits. The varying perspectives reflect the complex macroeconomic environment First Solar operates in, with a price target ranging from $127 to $172.