Stifel lowered the firm’s price target on Equifax (EFX) to $235 from $253 and keeps a Buy rating on the shares. Noting that management asserted that roughly 90% of Equifax revenue is considered proprietary, the firm said it views the company as one of the least likely Info Services businesses to be disrupted by AI given the propriety nature of the majority of its data and high regulatory barriers.
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Read More on EFX:
- Equifax price target lowered to $195 from $234 at BMO Capital
- Equifax price target lowered to $230 from $270 at UBS
- Equifax price target lowered to $250 from $289 at Baird
- Equifax: Resilient Data Moat and FICO-Driven Upside Undervalued, Supporting Buy Rating
- Equifax: Strong Operating Momentum and Capital Returns Underscore Attractive Buy-Rated Valuation Despite Regulatory Uncertainty
