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 stronger‑than‑expected fourth‑quarter performance, driven by resilience in mortgage and consumer lending, and broadly solid growth across most operating segments. While management’s fiscal 2026 outlook appears mixed, he attributes this largely to prior Street expectations that were too aggressive on mortgage volumes and to a slower macro recovery in India rather than to structural issues at the company.
He also highlights that TransUnion is on track to convert over 90% of adjusted net income into cash flow by fiscal 2026, which supports both valuation and financial flexibility. Although he trims his price target to $95 to align with lower sector‑wide valuation multiples in information services, he still expects the company’s execution and underlying fundamentals to drive share outperformance over the next year, justifying a continued Buy recommendation.
Peterson covers the Financial sector, focusing on stocks such as Axos Financial, SoFi, and TransUnion. According to TipRanks, Peterson has an average return of -0.5% and a 39.30% success rate on recommended stocks.
In another report released today, Clear Street also maintained a Buy rating on the stock with a $88.00 price target.