Analysts are intrested in these 5 stocks: ( (CNC) ), ( (ROST) ), ( (KEY) ), ( (AMCR) ) and ( (STLA) ). Here is a breakdown of their recent ratings and the rationale behind them.
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Centene has recently faced a downgrade from analyst A.J. Rice, who shifted the stock’s rating to Hold. The company’s withdrawal of its 2025 guidance has raised concerns, leading to a significant reduction in earnings estimates for the coming years. The unexpected risk adjustments in the Marketplace and ongoing challenges in Medicaid have contributed to this cautious stance. With a revised price target of $45, down from $80, investors are advised to remain cautious as Centene navigates these uncertainties.
Ross Stores has caught the attention of analyst Corey Tarlowe, who upgraded the stock to Buy. The company is well-positioned to outperform its peers, thanks to its wide valuation gap and margin opportunities. With a new CEO at the helm, Ross Stores is expected to see accelerated growth, particularly in the ladies’ apparel segment. The company’s strong merchandising strategy and potential tailwinds from the home cycle are expected to support its growth trajectory, making it an attractive investment option.
KeyCorp has been downgraded to Hold by analyst David George, following a recent rally in regional banks. While the company’s operational performance remains solid, the recent surge in stock price has limited its near-term upside potential. With shares up significantly, the stock is believed to already reflect KeyCorp’s longer-term earnings power. Investors are advised to be cautious, given the potential risks associated with IB revenue and private credit exposure.
Amcor has been initiated with a Buy rating by analyst Philip Ng, who sees an attractive entry point for investors. The company’s strategic M&A activities, particularly the integration of BERY, are expected to drive earnings momentum. Amcor’s focus on divesting non-core assets and optimizing its portfolio is seen as a catalyst for growth. With a strong track record in integrating large deals, Amcor is poised for a positive trajectory, making it a compelling investment opportunity.
Stellantis has been downgraded to Sell by analyst Emmanuel Rosner, who highlights significant risks to the company’s earnings estimates for 2025 and 2026. The stock’s valuation does not fully account for these risks, and the company’s over-capitalization in North America presents challenges. With competitive pressures in emerging markets and a lack of sustainable FCF generation, Stellantis faces a tough road ahead. Investors are advised to be cautious as the company navigates these headwinds.