Analysts are intrested in these 5 stocks: ( (CE) ), ( (ARAY) ), ( (ADSK) ), ( (UAA) ) and ( (ZBRA) ). Here is a breakdown of their recent ratings and the rationale behind them.
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Celanese is suddenly back on the radar for value-oriented investors. J.P. Morgan’s Jeffrey Zekauskas has upgraded the stock to Buy, calling the recent 14% pullback a solid entry point and setting a $68 price target. The case hinges on a powerful rebound in the Acetyl Chain business in 2026 and 2027, with shortages expected to keep prices for acetic acid and related chemicals elevated.
The analyst sees Celanese generating an 11%–13% free cash flow yield on the current share price, with the stock trading at roughly 7.5x expected 2026–2027 EBITDA and 8x at the target. Earnings per share are projected to jump from $3.98 in 2025 to $6.35 in 2026, even as leverage remains relatively high at about 4.5x by the end of 2026, making this a classic higher-risk, higher-reward cyclical play.
The story at Accuray is far less upbeat, with Jefferies’ Young Li cutting the stock from Buy to Hold and slashing the price target to just $0.35. The downgrade follows a disappointing fiscal third quarter, where revenue fell 7% year over year and EBITDA badly missed expectations, prompting management to withdraw full-year guidance altogether.
Accuray’s key growth regions have become its biggest headache, as geopolitical conflict in the Middle East and North Africa and ongoing tariff and quota uncertainty in China delay installations and cloud near-term visibility. With about a quarter of revenue exposed to these regions and U.S. hospital budgets also under pressure, the analyst now sees the challenges as partly structural rather than just temporary macro noise.
In sharp contrast, Autodesk is being recast as a potential long-term winner in the age of artificial intelligence. Bank of America’s Tomer Zilberman has reinstated coverage with a Buy rating and a bold $300 price objective, arguing that the company’s proprietary 3D design data and long-running AI efforts give it durable advantages that generic models cannot easily match.
Autodesk’s AI tools, such as AutoConstrain, are already seeing strong adoption and could support higher prices through tiered, consumption-based billing for advanced workloads. The analyst bases the target on 21x estimated 2027 EV/FCF, implying meaningful upside from current levels if revenue can grow in the low teens and management executes on an AI-driven upsell strategy.
Under Armour, meanwhile, has lost some of its appeal as a turnaround story. Stifel’s Peter McGoldrick has downgraded the shares from Buy to Hold and set a 12-month target price of $6, reflecting a tougher risk/reward outlook as the company spends more heavily to support a premium brand positioning while still struggling to reignite sales growth.
Higher-than-expected SG&A and rising marketing investment are pressuring margins, with adjusted EBIT in FY27 projected at only about 3%, even after expected tariff relief under IEEPA. The shift from a prospective net cash profile to a more normalized net debt position removes one of the prior valuation supports, leaving investors waiting longer for any convincing profitability inflection.
Zebra Technologies, by contrast, is earning fresh praise after a strong first quarter for 2026. KeyBanc’s Kenneth Newman has upgraded the stock to Buy with a $305 price target, arguing that improving short-cycle industrial demand and disciplined cost execution are not fully reflected in the current valuation, especially after the stock’s recent pullback.
Management reported broad-based demand strength across regions and key end markets, notably manufacturing, semiconductors, and automotive, and raised guidance on the back of an earnings beat. While memory costs and retail IT budgets remain uncertainties, Zebra appears to be managing supply well and expects to fully offset memory headwinds by the second half of 2026, positioning the company for potential upside to consensus expectations.