Needham lowered the firm’s price target on TransUnion (TRU) to $95 from $115 and keeps a Buy rating on the shares. The company’s Q4 results beat Street estimates on the top and bottom line, largely due to strength in mortgage and consumer lending, but the FY26 guide was mixed, which is due to a combination of overly optimistic Street estimates on mortgage volumes and a slower economic recovery in India, the analyst tells investors in a research note.
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Read More on TRU:
- TransUnion price target lowered to $88 from $103 at Stifel
- TransUnion: Strong Cash Conversion and Resilient Fundamentals Support Buy Rating Despite Sector Multiple Compression
- TransUnion price target lowered to $80 from $95 at Barclays
- TransUnion price target lowered to $88 from $103 at Clear Street
- TransUnion: Strong Q4 Outperformance and Conservative 2026 Outlook Underscore Compelling Risk/Reward and Support Buy Rating