Cardinal Health, Dollar General, Snowflake, Constellation, and CrowdStrike: Trending by Analysts

Analysts are intrested in these 5 stocks: ( (CAH) ), ( (DG) ), ( (SNOW) ), ( (CEG) ) and ( (CRWD) ). Here is a breakdown of their recent ratings and the rationale behind them.

Cardinal Health has caught the attention of analysts with a recent upgrade from Stephen Baxter at Wells Fargo Securities. The stock, now rated as ‘Overweight,’ has seen its price target increased to $179 from $136. Baxter cites a strong industry backdrop, an improving business mix, and impressive execution as key factors for the upgrade. The analyst also highlights potential upside if Pharma outperformance continues or if tariff pressures ease. With a focus on core EBIT growth and strategic M&A, Cardinal Health appears poised for robust growth in the coming years.

Dollar General is making waves with a double upgrade from Charles Grom at Gordon Haskett Research Advisors, moving from ‘Reduce’ to ‘Accumulate.’ The company delivered a strong earnings beat in Q1, driven by top-line strength and better gross margins. Despite some reservations about pricing and promotional strategies, the analyst sees potential for trade-down share gains and improved business management under CEO Todd Vasos. Rupesh Parikh from Oppenheimer & Co. also upgraded Dollar General to ‘Outperform,’ with a price target of $130, citing a resilient model in recessionary periods and a brighter intermediate-term outlook.

Snowflake is riding high on the back of a multi-year data investment cycle, according to Karl Keirstead from UBS. The stock has been upgraded to ‘Buy’ with a price target of $265, reflecting confidence in Snowflake’s ability to capitalize on AI-driven data layer investments. The analyst notes that competition with Databricks is manageable and that Snowflake’s expanded data management portfolio positions it well for future growth. Despite a 35% year-to-date increase, Keirstead believes it’s not too late for investors to get involved, given the strong spending trends in data software.

Constellation Energy Corporation has been downgraded by Ryan Levine at Citi Research following a stock rally and a landmark deal with Meta. The analyst has moved the rating to ‘Neutral/High Risk,’ with a revised price target of $318. The Meta deal, which involves a virtual power purchase agreement, adds value but also prompts a reassessment of valuation assumptions. Levine highlights the potential for similar deals with other hyperscalers but notes the risks of reduced reliability and increased power prices for the public.

CrowdStrike Holdings has seen a flurry of downgrades from multiple analysts, including Kingsley Crane at Canaccord Genuity, Peter Levine at Evercore ISI, Tal Liani at BofA, and Peter Weed at Bernstein. Despite solid Q1 results and a new share repurchase program, concerns about valuation and growth risks have led to a more cautious outlook. The stock is now rated as ‘Hold’ by these analysts, with price targets ranging from $371 to $475. While CrowdStrike’s fundamentals remain strong, the high valuation and potential deceleration in growth have tempered enthusiasm among analysts.