Vasta Platform price target lowered to $4 from $4.20 at Morgan Stanley

Morgan Stanley analyst Mauricio Cepeda lowered the firm’s price target on Vasta Platform (VSTA) to $4 from $4.20 and keeps an Underweight rating on the shares as part of a broader research note on Brazil Education Services. The new sector regulation will both reshape industry structure and reset economic equilibrium, the analyst tells investors in a research note. The firm adds however that while it sees strong ACV – Annual Contract Value – growth for Vasta in 2025, the company’s long-term outlook lacks clarity.