UL Solutions price target raised to $77 from $59 at Stifel

Stifel analyst Shlomo Rosenbaum raised the firm’s price target on UL Solutions (ULS) to $77 from $59 and keeps a Buy rating on the shares. The firm adjusted its UL Solutions model following the Q1 report, saying that, at a high level, it is assuming slightly less Consumer segment revenue in Q2 to reflect some potential tariff pull-forward into Q1, consistent with management commentary. Given the company’s growth track record, the efforts on the margin side that are now bearing fruit, and the scarcity value of the asset, Stifel expects the company to continue to garner a high multiple going into 2026, the analyst tells investors in a research note.