Centrus, BWX, Ultragenyx, Macy’s, TripAdvisor: Trending by Analysts

Analysts are intrested in these 5 stocks: ( (LEU) ), ( (BWXT) ), ( (RARE) ), ( (M) ) and ( (TRIP) ). Here is a breakdown of their recent ratings and the rationale behind them.

Centrus Energy is catching the eyes of investors as it transitions from a broker of foreign nuclear fuel to a producer and supplier. Analyst Jed Dorsheimer has initiated coverage with a Buy recommendation, highlighting Centrus as the only U.S.-owned uranium enricher. The company is poised to capture significant market share by supplying the U.S. commercial nuclear fleet with low-enriched uranium (LEU) and high-assay low-enriched uranium (HALEU). With the Trump administration’s focus on nuclear energy, Centrus is expected to play a critical role in domestic supply, potentially leading to a substantial increase in U.S. SWU production. The analyst’s valuation suggests a fair value of $185 per share, indicating a promising upside.

BWX Technologies is another stock to watch, with analyst Jed Dorsheimer initiating coverage at an Outperform rating. Known for its role as the U.S. Navy’s nuclear reactor supplier, BWXT is expanding its commercial nuclear power business, particularly in Canada’s CANDU reactor fleet. The company stands to benefit from a $5 billion opportunity in supplying new reactor components and a recurring revenue stream from fueling and maintenance services. Additionally, BWXT’s involvement in small modular reactors (SMRs) positions it well for future growth. The Trump administration’s nuclear initiatives further bolster BWXT’s prospects, with a fair value estimate of $173 per share.

Ultragenyx Pharmaceutical is being hailed as a ‘rare gem’ by analyst Sami Corwin, who has initiated coverage with an Outperform rating and a $65 fair-value estimate. Specializing in therapies for rare genetic diseases, Ultragenyx has seen impressive revenue growth from its legacy products. The company is at a valuation inflection point, with the potential for six new therapeutic approvals by 2028, including three in the next 18 months. These developments could significantly boost Ultragenyx’s revenue and lead to GAAP profitability by 2027. Investors should keep an eye on upcoming regulatory decisions and clinical data as potential catalysts for the stock.

Macy’s has caught the attention of analyst Fawne Jiang, who has initiated coverage with a Buy recommendation. While the report provides a broad overview of various sectors, Macy’s stands out in the retail space. The analyst’s focus on price target changes and market cap highlights Macy’s potential for growth in the current market environment. Although specific details about Macy’s were limited, the Buy rating suggests confidence in the company’s ability to navigate the challenges of the retail sector and capitalize on opportunities for expansion.

TripAdvisor has been rated Neutral by analyst Ronald Josey, who sees a balanced risk/reward scenario for the stock. Despite encouraging growth at Viator and improved revenue declines at Brand Tripadvisor, macroeconomic uncertainties pose challenges. The analyst highlights seven key areas of focus for TripAdvisor, including consumer confidence and the potential for growth in booked experiences. While the company’s streamlined ownership structure and favorable pricing at Hotel Meta are positives, the limited near-term visibility keeps the rating at Neutral, with a target price of $16.