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UBS has downgraded Sunny Optical Technology Group from Buy to Sell, lowering its price target to HK$67.00, citing high valuation and concerns over demand sustainability amid macroeconomic risks. Despite strong fundamentals and a positive profit alert, analysts believe the stock's current price reflects already priced-in developments and aggressive earnings growth forecasts may be unrealistic. Other firms have varied outlooks, with BofA Securities and Citi maintaining Buy ratings but adjusting price targets, while Jefferies has adopted a Hold rating due to weak smartphone demand.
Goldman Sachs and BofA Securities have revised their bearish forecasts for the yuan amid renewed tariff threats from President Trump. The yuan has shown resilience against depreciation bets, supported by the People's Bank of China's daily reference rate and a tech-driven rally in Chinese stocks.
Barclays has lowered its price target for First Solar to $236 from $273 while maintaining an Overweight rating. The company anticipates 2025 revenue of $5.3 to $5.8 billion, driven by full production in India, despite underperformance in Malaysia and Vietnam. Analysts express cautious optimism about First Solar's growth, supported by strong U.S. operations and competitive advantages.
Barclays has downgraded Sempra Energy from Overweight to Equal Weight, slashing the price target from $95 to $72 following disappointing fourth-quarter earnings. The company's stock has seen a nearly 17% year-to-date decline, attributed to increased costs and a significant reset in financial expectations, leading to an 11% reduction in EPS estimates through 2029. Despite these challenges, Sempra maintains a strong dividend history and has announced a $56 billion capital plan for growth in Texas and California.
UBS has lowered its price target for First Solar from $360 to $285 while maintaining a buy recommendation, despite the stock's 32.7% decline over the past six months. The company forecasts revenues of $5.55 billion for 2025, slightly above expectations, and has shown strong sales growth of 21.8% with a healthy gross margin of 46.5%. Analysts from various firms have adjusted their price targets, reflecting diverse perspectives on First Solar's future prospects.
UBS has initiated coverage of Smithfield Foods (SFD) with a Buy rating and a $26 target, citing the company's integrated business model and productivity initiatives. Currently trading at $21.10, analysts believe the stock is undervalued, with potential for dividend growth and a strong financial position. Other firms, including Goldman Sachs and Morgan Stanley, have also issued positive ratings, highlighting Smithfield's dominance in the packaged meats sector and strategic improvements in hog production.
UBS has initiated coverage of Smithfield Foods with a Buy recommendation and a $26 price target, highlighting the company's integrated business model and productivity initiatives. With a current stock price of $21.10, analysts see it as undervalued, supported by a strong financial position and growth potential in the packaged meats segment. Other major financial institutions have also issued positive ratings, reflecting a consensus on Smithfield's strategic advantages and market opportunities.
UBS has raised its price target for Crocs to $132 while maintaining a Neutral rating, following the company's Q4 2024 results that exceeded expectations. Despite a strong performance, including an EPS of $2.52 and revenue of $990 million, analysts remain cautious due to low growth potential, forecasting a modest 1% CAGR in earnings per share over five years. Meanwhile, BofA Securities has increased its price target to $153, citing a positive earnings report and strong fundamentals, although challenges persist for the HeyDude brand.
UBS analyst Chris Kuntarich has raised AppLovin Corp's price target to $630 from $440, maintaining a Buy rating, following strong gaming sector performance and impressive e-commerce growth. The company reported a 43.44% revenue increase and $2.32 billion EBITDA over the last year, with a projected fiscal year 2026 EBITDA of $5.75 billion. Other analysts have also increased their price targets, reflecting confidence in AppLovin's robust advertising revenue and strategic moves, including the sale of its apps business.
UBS has raised its price target for Axsome Therapeutics to $133 from $105, maintaining a Buy rating, driven by strong revenue growth and positive prospects for its Alzheimer's Disease Agitation treatment. The company, valued at $6.42 billion, is navigating a promising regulatory pathway, with several analysts adjusting their targets following a patent settlement with Teva Pharmaceuticals regarding AUVELITY. This settlement enhances Axsome's commercial outlook, with targets from other firms ranging from $167 to $195.
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ubs downgrades sunny optical stock rating and lowers price target
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Bofa Securities Inc.
Sunny Optical Technology (Group) Co Ltd
Citizens, Inc.
HKG
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07:38 26.03.2025
Goldman and BofA Adjust Yuan Forecasts Amid Tariff Threats and Market Support
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barclays lowers first solar price target while maintaining overweight rating
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barclays downgrades sempra energy stock rating and cuts price target significantly
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Guggenheim Securities LLC
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10:13 27.02.2025
ubs lowers first solar price target but maintains buy recommendation
00:14 27.02.2025
ubs initiates buy rating for smithfield foods with 26 dollar target
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Smithfield Foods Inc.
Bofa Securities Inc.
The Goldman Sachs Group, Inc.
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Goldman Sachs
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12:25 24.02.2025
ubs initiates buy rating for smithfield foods with strong growth potential
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Smithfield Foods Inc.
Bofa Securities Inc.
The Goldman Sachs Group, Inc.
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Goldman Sachs
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11:59 24.02.2025
ubs raises crocs price target to 132 while maintaining neutral rating
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ubs raises appLovin price target to 630 amid strong growth prospects
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Piper Sandler Cos
Bofa Securities Inc.
Nasdaq 100 Mar 25
The Goldman Sachs Group, Inc.
USA
Omar Dessouky
Eric Sheridan
Clark Lampen
James Callahan
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17:55 13.02.2025
ubs raises axsome therapeutics price target amid positive outlook for ada treatment
Axsome Therapeutics, Inc.
Bofa Securities Inc.
Deutsche Bank RV Global PP
Mizuho Medy Co.,Ltd.
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17:25 11.02.2025
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