Equifax price target raised to $205 from $191 at Clear Street

Clear Street analyst Owen Lau raised the firm’s price target on Equifax (EFX) to $205 from $191 and keeps a Hold rating on the shares. The company reported “strong” Q1 EPS and management raised FY26 revenue and adjusted EPS guidance due to forex, but did not increase the outlook for the core business despite the beat, the analyst tells investors. The firm believes management is likely to raise core business guidance over the next one to two quarters if Middle East tensions ease and interest rates decline, the analyst added.