Analysts are intrested in these 5 stocks: ( (BIIB) ), ( (ZS) ), ( (CSX) ), ( (OKLO) ) and ( (SMR) ). Here is a breakdown of their recent ratings and the rationale behind them.
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Forget margin or options. Here's how the pros trade SMRBiogen is back in the spotlight as UBS analyst Michael Yee upgrades BIIB to Buy, lifting his price target from $185 to $225. He argues the stock is underowned, trading at just 11x 2027 earnings versus large-cap peers at 15x, while a busy 12–15 month pipeline could deliver 25–50% upside against roughly 20% downside.
Yee highlights upcoming data on Alzheimer’s-related candidate BIIB080 and sees only modest downside even if results are not statistically significant. The bigger swing factor is Phase III lupus drug litifilimab, plus follow‑on opportunities in cutaneous lupus and kidney transplant rejection, along with the APLS deal that could add over $1bn in revenue and diversify Biogen’s legacy business.
Zscaler is losing some of its shine as Morgan Stanley’s Meta Marshall cuts ZS from Overweight to Equal Weight, setting a $155 target. Her original bullish thesis that Zscaler would become a broad security platform has stalled, with core products ZIA and ZPA still doing most of the heavy lifting and newer tools not scaling fast enough.
Marshall notes that while Zscaler remains a leader in Zero Trust and Secure Service Edge, competition in SASE is intensifying and growth in its main products is mid‑teens, making 20% plus growth harder to sustain. With the stock already down more than 35% year‑to‑date and sentiment weak, she sees no clear catalyst to flip the narrative in the near term.
CSX, long viewed as a beneficiary of a rail recovery, is now on Morgan Stanley’s sell list as Ravi Shanker downgrades the stock to Underweight with a $30 price target. He believes the turnaround story is fully reflected in a valuation above 20x earnings, leaving more downside than upside from current levels.
Shanker credits management for productivity gains, improved operations, and a strong project pipeline, but argues the numbers and share price already discount these improvements. With truck competition intensifying as the cycle matures and better risk‑reward at other rails, he sees CSX as vulnerable if expectations slip.
Oklo bursts onto the market with a Buy rating from HSBC’s Samantha Hoh, who initiates coverage with a $96 target price. She sees Oklo’s owner‑operator model for next‑generation small modular reactors as a powerful way to tap soaring U.S. data center power demand, backed by strong federal support and a 15 GW project pipeline.
Hoh points to four Department of Energy pilot selections that should speed licensing for Oklo’s 75 MW Aurora powerhouses and fuel facilities, with key projects aiming for criticality by July 2026. With $2.5bn in cash, no debt, and first revenues expected this year, she sees attractive risk‑reward as Oklo scales reactors and vertically integrated fuel and isotope businesses into the next decade.
NuScale Power also draws fresh attention as Hoh begins coverage with a Hold rating and a $13 target, positioning SMR as both an early winner and a cautious bet in the nuclear revival. The company holds rare dual U.S. NRC approvals for its 50 MW and 77 MW modules, giving it a regulatory edge as AI data centers and utilities search for reliable low‑carbon power.
However, NuScale’s asset‑light, license‑driven model leaves it dependent on customers’ pace, and its first‑of‑a‑kind projects in Romania and with ENTRA1 and TVA carry sizable execution and funding risks. Hoh’s scenario analysis shows a wide bull‑bear range, and with her estimates and target below the Street, she views the stock as a balanced but volatile way to play the small modular reactor theme.