Analysts are intrested in these 5 stocks: ( (CCL) ), ( (OKTA) ), ( (BABA) ), ( (SEDG) ) and ( (ACN) ). Here is a breakdown of their recent ratings and the rationale behind them.
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Carnival Corp. is back in the spotlight as Morgan Stanley’s Jamie Rollo upgrades CCL to Buy, even while cutting earnings forecasts and trimming the price target to $31. The call hinges on history: after past geopolitical shocks, the cruise operator’s shares have often rebounded sharply, and today’s selloff looks overdone versus both its own past and other travel names.
Rollo sees softer European demand and higher oil prices squeezing FY26–27 EPS, but points out Carnival’s limited exposure to the Middle East and relatively resilient local European customer base. With the stock down roughly 28% from its year‑to‑date peak and trading below 10x FY27 earnings, the analyst argues that strong free cash flow, industry capacity discipline, and the pattern of post‑shock recoveries justify taking the plunge.
Okta is drawing fresh interest as Macquarie’s Steven Koenig initiates coverage with a Buy rating and a $100 target price, betting that growth can reaccelerate after a slowdown. The thesis centers on new go‑to‑market moves, longer‑term contracts, tighter channel partnerships, and rising sales via AWS Marketplace, all aimed at reigniting demand for Okta’s identity platform.
Koenig highlights Okta’s role in securing “non‑human identities” as agentic AI spreads, seeing this as a major driver for future revenue and multiple expansion. The stock trades at a discount to cybersecurity peers after growth decelerated in 2022, and while competition from Microsoft, CrowdStrike, and Palo Alto is intense, the analyst expects Okta to evolve into a broader security fabric player integrated deeply across tools and signals.
Alibaba gets a renewed vote of confidence as US Tiger’s Bo Pei upgrades BABA to Buy with a reduced $175 target, arguing that AI and cloud momentum now outweigh near‑term earnings pressure. Recent quarterly results missed expectations on consumption, but the standout was cloud, where external revenue reaccelerated and AI‑related sales have posted ten straight quarters of triple‑digit growth.
Management now targets more than $100bn in AI plus cloud external revenue within five years, implying around 40% compound growth and a shift toward a token‑based consumption model. While e‑commerce profits are being pressured by heavy investment in AI, quick commerce, and user experience, the analyst notes early signs of consumer stabilization and improving unit economics, viewing the recent share price pullback as an attractive entry point.
SolarEdge Technologies is being reassessed as Jefferies’ Julien Dumoulin‑Smith upgrades SEDG to Hold with a $49 target, seeing a tactical boost from renewed energy security fears in Europe. The Middle East conflict has driven a sharp jump in TTF gas prices, and while power prices remain relatively stable, the analyst expects this volatility to revive solar demand as households and businesses seek greater energy independence.
Jefferies lifts 2027–28 revenue estimates by high‑teens percentages, reflecting stronger prospects in European commercial and industrial markets after inventory corrections and market‑share gains. Still, with the stock already up about 60% year‑to‑date and trading near 18x 2027 EV/EBITDA, management believes the likely demand surge is largely priced in, leaving a more balanced risk‑reward that does not yet justify a Buy.
Accenture rounds out the list with an upgrade to Hold from Reduce by HSBC’s Phani Kanumuri, who sets a $220 target after a steep share price de‑rating. The consulting giant delivered another solid quarter, modestly raising its FY26 revenue and EPS guidance, yet its current valuation trades at a discount to its long‑term average as investors wrestle with the impact of AI on future growth.
HSBC expects Accenture’s revenue to stay positive but below its historical pace in FY27–28, while earnings per share should still grow at around a 7% annual rate. The firm’s pivot toward M&A in high‑growth, high‑margin areas and non‑headcount‑based models is seen as the right response to AI disruption, but the new multiple and Hold rating reflect a view that current discounted valuations fairly capture both the upside potential and the risks from AI‑driven pricing and client insourcing.