Analysts are intrested in these 5 stocks: ( (WM) ), ( (QRVO) ), ( (CYBR) ), ( (KMB) ) and ( (ADM) ). Here is a breakdown of their recent ratings and the rationale behind them.
Meet Your ETF AI Analyst
- Discover how TipRanks' ETF AI Analyst can help you make smarter investment decisions
- Explore ETFs TipRanks' users love and see what insights the ETF AI Analyst reveals about the ones you follow.
Waste Management is catching the attention of analysts with a recent upgrade by David Manthey from Baird Equity Research. The stock has been upgraded to ‘Buy’ with a new price target of $242. Manthey highlights the company’s strong position in the U.S. municipal solid waste industry and believes that the shares have been underperforming, presenting a compelling risk/reward scenario. Despite some headwinds, such as low recycled commodity prices, the outlook for 2026 remains positive, with expected growth in free cash flow and EBITDA. The integration of Healthcare Solutions into WM’s operating model is anticipated to improve performance, making WM a solid investment opportunity.
Qorvo has been upgraded to ‘Hold’ by analyst Peter Peng, with a price target of $105. The company’s recent results were in line with expectations, driven by strong performance in its iPhone and aerospace and defense businesses. However, Qorvo is facing challenges with its low-tier Android business, which is expected to decline significantly in the coming years. Despite these challenges, the company is seeing growth in its High Performance Analog segment and is undergoing restructuring initiatives to focus on higher-margin areas. The recent acquisition by SWKS has also influenced the stock’s rating, reflecting limited upside at the current price.
CyberArk Software has been downgraded to ‘Hold’ by analyst Fatima Boolani, with a new price target of $524. The downgrade comes amid CyberArk’s pending acquisition by PANW, which is expected to proceed under current terms. While the acquisition is seen as beneficial for both companies, with CyberArk’s products complementing PANW’s platform, the execution of this large acquisition remains a concern. The stock’s valuation reflects the acquisition terms, and the expected share price return is minimal, leading to a neutral stance on the stock.
Kimberly Clark has been downgraded to ‘Hold’ by analyst Javier Escalante, with a price target of $120. The downgrade is due to strategic changes in the company, including a complex divestiture and restructuring efforts. While these changes could potentially enhance Kimberly’s scale and competitiveness, they also introduce significant risks and uncertainties. The potential liability from Tylenol and the challenges of integrating new businesses add to the concerns. Despite these issues, the company’s decentralization efforts could mitigate some execution risks, making it a stock to watch for long-term investors.
Archer Daniels Midland has been downgraded to ‘Sell’ by analyst Thomas Palmer, with a price target of $59. The downgrade follows a guidance cut and ongoing profit headwinds, particularly in the Carbohydrate Solutions segment. While there is potential for margin improvement from favorable U.S. biofuels policies and improved trade relations with China, the company faces challenges from a lower commodity price environment and increased competition. The stock’s valuation reflects these challenges, and the expected recovery in profits is not anticipated to reach previous highs, leading to a cautious outlook on ADM shares.