Altria, Prime Medicine, US Steel, DLocal, Prothena: Trending by Analysts

Analysts are intrested in these 5 stocks: ( (MO) ), ( (PRME) ), ( (X) ), ( (DLO) ) and ( (PRTA) ). Here is a breakdown of their recent ratings and the rationale behind them.

Altria Group has been given a Hold rating by analyst Gerald Pascarelli, who appreciates the company’s strong operating margins and cash flow. However, Pascarelli expresses concerns over Altria’s heavy reliance on smokeable products, which may hinder its transition to a smoke-free business. The growth potential of On!, a smaller part of Altria’s business, is seen as positive, but not enough to offset declines in other legacy brands. The stock is considered fully valued, with its current valuation above historical averages.

Prime Medicine, Inc. has been downgraded to Hold by analyst Samantha Semenkow, who cites financing risks as a major concern. Despite the promise of prime editing technology and encouraging initial clinical data, the company’s cash reserves are only expected to last until the first half of 2026. The focus on in vivo liver programs is seen as a positive strategic move, but the lack of non-dilutive business development deals is a concern. The downgrade reflects the uncertainty surrounding the company’s financial future and the need for additional capital.

United States Steel has been downgraded to Hold by analyst Chris Lafemina following news of a potential partnership with Nippon Steel. The market reacted positively to the announcement, with a significant share price rally. However, the details of the deal remain unclear, and the potential for a full takeover is uncertain. The partnership is expected to bring foreign investment and job creation, but the complexity of the deal and its political implications contribute to the downgrade.

DLocal has received a Buy rating from analyst Arnon Shirazi, who highlights the company’s position as a leader in cross-border payments in emerging markets. The company’s focus on expanding total payment volume and its dividend policy are seen as positive factors. DLocal’s scalable technology and asset-light business model are also praised. The stock is considered attractively valued, with potential for future growth driven by new management and emerging market opportunities.

Prothena has been downgraded by multiple analysts following the failure of its Phase III trial for birtamimab in AL amyloidosis. Analysts Michael Yee, Jay Olson, and Tazeen Ahmad have all expressed concerns over the company’s future prospects, with Yee and Olson moving to Hold and Ahmad downgrading to Sell. The failure of the trial has led to a reduction in operating expenses and a focus on other pipeline assets. The company’s cash position is expected to support operations into 2028, but significant challenges remain in demonstrating the efficacy of its Alzheimer’s program and other partnered projects.