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The Markets
by Proactive
Proactive UK has moved.
Coverage of London’s small caps continues on proactiveinvestors.com
Go to Proactive UK
The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK
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The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK

Archive

Analyst calls of the week: Rivian, ExxonMobil, Canadian Solar, Netflix and more

Analysts at Wedbush believe Rivian Automotive Inc (NASDAQ:RIVN)’s story is finally turning around, maintaining their ‘Outperform’ rating and raising their price target on the stock from US$25 to US$30.

And it appears investors are also sold on the American electric vehicle (EV) manufacturer’s potential with shares of Rivian up 15.3% at US$24.93 on Friday afternoon.

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Osisko Gold Royalties Ltd (TSX:OR) CEO Sandeep Singh’s “unexpected departure” will likely weigh negatively on its stock as the company searches for direction amid this shake up of the executive team, Stifel Nicolaus Canada analysts wrote in a note to clients.

Nonetheless, they maintained their ‘Buy’ rating on Osisko Gold Royalties (TSX:OR) shares with a target price of C$27, implying more than 40% upside from current levels.

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Destiny Pharma PLC (AIM:DEST, OTC:DTTYF)'s key product, XF-73, aimed at preventing post-surgical infections caused by Staphylococcus aureus (S. aureus), continues to progress as expected, according to a note from Shore Capital.

A recent meeting of the company's scientific advisory board (SAB) assured experts in the anti-infectives field and surgeons regarding the development of XF-73.

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Exxon Mobil Corp’s (XOM) release of its second quarter 2023 Earnings Considerations update implies lower-than-expected 2Q earnings per share (EPS) of $1.95, UBS analysts wrote in a note to clients.

They stated that the biggest negative impacts relative to the first quarter of 2023 are Upstream natural gas prices and Energy Products industry margins, each down $2 billion sequentially and both of which are the biggest negative surprises relative to their estimates.

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Analysts at UBS have upgraded their rating on Teva Pharmaceuticals, a manufacturer of generic pharmaceuticals, to ‘Neutral’ from ‘Sell’ citing a now balanced risk/reward profile.

They also raised their price target from US$7 to US$8. Teva shares traded at US$7.53 on Thursday afternoon.

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Analysts at UBS have upgraded their rating on Canadian Solar from ‘Neutral’ to ‘Buy’ on their belief that its stake in its majority-owned subsidiary CSI Solar A-Shares is unappreciated by the market.

“With the stock currently pricing in just 17% of the value of the A-Shares, we see upside potential driven by a narrowing of the valuation gap,” the analysts wrote in a note to clients.

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SPX Technologies Inc (SPXC) shares have outperformed its industrial peers and the broader market by about 25 points since reporting 1Q results in early May and “are now priced for perfection, in our view,” UBS analysts wrote in a note to clients.

As a result, they downgraded the stock to ‘Neutral’ from ‘Buy’, believing investor sentiment is likely peaking, yet raised their 12-month target price on SPX shares to $90 from $80 previously.

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Netflix got a boost on Wednesday morning after Goldman Sachs (NYSE:GS) upped its price target on the stock to Neutral from Sell.

Alongside the rating upgrade, analysts at the investment bank raised the price target by $170 to $400 per share, citing the positive operating performance and continued momentum heading into the second half of the year.

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Molina Healthcare, Inc. (NYSE:MOH)’s acquisition of Bright Health assets is a positive for the company according to analysts at UBS, who said the deal could bring Molina closer to its long-term premium target.

The multi-state health insurance provider is acquiring Bright Health’s California Medicare Advantage (MA) Business, Brand New Day, and Central Health Plan.

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Failure of an unlisted water company could be good for listed rivals Pennon Group PLC (LSE:PNN, OTC:PEGRY), Severn Trent PLC (LSE:SVT) and United Utilities Group PLC (LSE:UU.), according to Citigroup.

Noting the recent news coverage of potential default and nationalisation of privately owned Thames Water have "shaken investor confidence" in the FTSE 100-listed trio, the US investment bank also said nationalisations "of financially healthy water utilities under a Labour Government remain a low probability", ahead of the expected general election next year.

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Companies could be unknowingly wasting their time advertising online due to planned promotions ending up on low-quality websites, according to research from Peel Hunt Ltd (AIM:PEEL).

As the use of AI widens, more “made for advertising” websites are being found displaying ads from blue-chip brands.

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Analysts at corporate broker Liberum have reiterated Atlantic Lithium Limited (AIM:ALL, OTCQX:ALLIF, ASX:A11)’s buy rating despite a downgraded share price target of 35p.

The price downgrade was due to delays in product commencement and lower production guidance for 2025 and 2026, though the price target still represents 42% upside against the publication price of 25p.

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The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK