In a report released on February 14, Surinder Thind from Jefferies reiterated a Buy rating on TransUnion (TRU – Research Report), with a price target of $115.00.
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Surinder Thind’s rating is based on several key factors, primarily focusing on TransUnion’s ability to perform better than expected despite conservative future guidance. The company posted strong fourth-quarter results, surpassing expectations, even as the 2025 revenue estimate was adjusted downward due to factors like lower mortgage volumes and slower growth in India. Thind believes that the conservative nature of the 2025 guidance, which predicts mid-single-digit revenue growth, provides room for TransUnion to exceed these expectations if economic conditions remain stable.
Additionally, Thind highlights the potential for TransUnion to outperform its guidance in the mortgage sector, where management projects revenue growth amidst modest inquiry declines. Although investments in new products might limit margin expansion, there’s optimism that lending volumes could enhance margins beyond initial projections. Despite the challenges, the company’s consistent international revenue growth and potential benefits from third-party score price increases further support the Buy rating. Thind maintains the price target at $115, reflecting confidence in the company’s strategic position and potential upside.
In another report released on February 14, Stifel Nicolaus also maintained a Buy rating on the stock with a $120.00 price target.
Based on the recent corporate insider activity of 85 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of TRU in relation to earlier this year.