Campbell, DoorDash, Oklo, Nucor, Telus Trending With Analysts

Analysts are intrested in these 5 stocks: ( (CPB) ), ( (DASH) ), ( (OKLO) ), ( (NUE) ) and ( (TU) ). Here is a breakdown of their recent ratings and the rationale behind them.

Campbell Soup is losing some of its appeal with analysts as Bernstein’s Alexia Burland Howard waves the white flag on an upgrade thesis that never materialized. She cuts Campbell (CPB) from Outperform to Market-Perform, slashes the price target from $27 to $21, and highlights weak soup trends, pressure in Cape Cod and Kettle chips, and sliding Snyder’s pretzels.

The core problem is that Campbell’s brands are either gaining share in shrinking categories or losing ground where the market is growing. Condensed soup is stabilizing in share but the category is in decline, while broth is growing but Swanson’s outlook is still uncertain after private‑label disruptions, leaving investors questioning how long the turnaround will take.

DoorDash is drawing fresh optimism, with analyst John Blackledge initiating coverage of DASH at Buy and setting a bullish $225 target. He argues that the company’s U.S. leadership, expanding international footprint, and fast‑growing grocery, retail, and advertising businesses can drive strong revenue and profit growth through 2030.

Blackledge sees DoorDash as a global commerce platform, not just a food‑delivery app, forecasting robust gains in monthly active users, order frequency, and spending per order. With the stock still trading well below its 2025 highs, he expects high‑return tech investments, AI‑driven personalization, and rising market share to support both earnings acceleration and multiple expansion.

Oklo Inc. is being positioned as a high‑risk, high‑reward way to invest in the next wave of nuclear power. Ivan Feinseth initiates coverage of OKLO with a Buy rating and a 12‑month price target of $130, framing it as a differentiated play on advanced nuclear and small modular reactors through its Aurora sodium‑cooled fast reactor platform.

Feinseth emphasizes Oklo’s own‑and‑operate, power‑as‑a‑service model and its links to fast‑growing areas like data centers, AI, and medical and space isotopes. Supportive U.S. policy, partnerships with national labs, and an AI‑driven R&D ecosystem all underpin his view that Oklo’s strong balance sheet can fund the build‑out of its nuclear, fuel‑cycle, and isotope businesses.

Steel giant Nucor has been a market winner, but analyst Andrew Jones now sees less upside after a sharp rally. He downgrades NUE from Buy to Neutral, even while lifting the price target to $224, arguing that the shares already reflect elevated steel prices and now trade near decade‑high valuation multiples on forward EBITDA.

Jones acknowledges Nucor’s strong 1Q26 beat, record mill volumes, and solid guidance supported by tariffs and tight imports. However, he warns that domestic prices are likely to gravitate toward lower import parity levels over time and that after a 36% run‑up, the risk‑reward looks more balanced, prompting his move to the sidelines despite improving earnings estimates.

Telus is moving back into favour as analyst Vince Valentini upgrades TU from Hold to Buy, nudging his price target up to C$20 from C$19. He cites recent share price weakness, improving pricing discipline across Canadian telecoms, and potential for lower capital spending as reasons to turn more positive even before the company’s upcoming Q1 results.

Valentini has not raised his earnings forecasts yet but removed a risk discount on his 2027 target as confidence in Telus’s pricing power improves. With the telecom already running the lowest capital intensity in the sector and a new CEO likely to push costs even lower, he sees scope for better cash generation, a still‑meaningful dividend, and a target return of about 28%.