In a report released today, Kyle Peterson from Needham reiterated a Buy rating on TransUnion, with a price target of $95.00.
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Kyle Peterson has given his Buy rating due to a combination of factors, including TransUnion’s first-quarter performance surpassing market expectations on both revenue and earnings, driven in part by solid trends in mortgage and several international regions. He also notes that management only modestly raised guidance for acquired businesses while leaving core growth assumptions unchanged, reflecting caution around macro and geopolitical risks.
Peterson further argues that if economic volatility recedes and VantageScore secures even limited adoption in the mortgage channel, current forecasts could prove conservative. Given that the stock trades at roughly 13x FY27 earnings, below both its own history and comparable companies, he believes the valuation does not fully reflect these potential upsides, supporting his reiterated Buy rating and unchanged $95 price target.
In another report released yesterday, William Blair also reiterated a Buy rating on the stock with a $70.00 price target.