Canada Goose, Planet Fitness, Curis, Goodyear, Sunrun: Trending by Analysts

Analysts are intrested in these 5 stocks: ( (GOOS) ), ( (PLNT) ), ( (CRIS) ), ( (GT) ) and ( (RUN) ). Here is a breakdown of their recent ratings and the rationale behind them.

Canada Goose Holdings has recently faced a downgrade from analyst Sam Poser, who has shifted his recommendation to ‘Sell.’ Despite the company’s strong fourth-quarter results, Poser attributes the success more to favorable weather conditions than to any fundamental improvements in the brand. He points out that Canada Goose, unlike luxury brands, is heavily influenced by weather patterns, which have been unusually cold. The analyst also notes that while the brand is diversifying its product offerings, it still struggles with consumer sentiment in key markets like China and the UK, where warmer weather has negatively impacted sales.

Planet Fitness, on the other hand, has received an upgrade to ‘Buy’ from analyst Chris O’Cull, who sees a bright future for the company. The analyst highlights the stabilization of gross joins and potential catalysts for growth, including improved marketing strategies and the possibility of gym memberships qualifying as Health Savings Account (HSA) expenses. This legislative change could drive significant membership growth. O’Cull is optimistic about the company’s ability to maintain its appeal as an affordable gym option, even in a downturn, and sees potential in the enhancement of the Black Card Spa offering.

Curis has caught the attention of analyst Sara Nik, who has initiated coverage with a ‘Buy’ rating. The biopharmaceutical company is developing emavusertib, a promising IRAK4 inhibitor for cancer treatment. Nik is optimistic about the drug’s potential, especially in treating Non-Hodgkin’s Lymphoma and acute myeloid leukemia. The analyst believes Curis is undervalued and sees significant upside as the company approaches a New Drug Application submission. With a clear regulatory path and a strong clinical profile, Curis is positioned for growth in a competitive market.

GoodYear Tire has been upgraded to ‘Buy’ by analyst Ryan Brinkman, who is impressed by the company’s improving execution and strategic initiatives. The analyst notes that Goodyear’s domestic manufacturing footprint positions it well to benefit from new tariffs that favor U.S. manufacturers. The company’s Goodyear Forward strategy is driving profit improvement and debt deleverage, making the stock attractive. Brinkman is confident in the leadership of CEO Mark Stewart and the company’s ability to enhance its operating margin through aggressive cost savings and market strategies.

Sunrun faces a downgrade to ‘Sell’ from analyst Ameet Thakkar, who is concerned about potential changes to the ‘One Big Beautiful Bill Act.’ The revisions could jeopardize Sunrun’s ability to claim solar investment tax credits on residential leases, a key component of its business model. With over 90% of its customers under third-party ownership structures, the elimination of these credits poses a significant risk. Thakkar has lowered the target price and increased the discount rate on future contract value generation, reflecting the uncertainty surrounding the legislative changes.