Goldman Sachs analyst Daniela Costa upgraded CNH Industrial (CNH) to Buy from Neutral with a price target of $13, up from $10.50, implying 27% upside. The shares have underperformed due to by low commodity prices and tariff pressures, the analyst tells investors in a research note. However, the firm signs the company’s end markets and earnings are troughing. Goldman sees upside to CNH’s estimates in 2026 and 2027, and finds the stock’s valuation “compelling” at current levels.
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