Exact Sciences, Regeneron, Marvell, JFrog, Jazz: Trending by Analysts

Analysts are intrested in these 5 stocks: ( (EXAS) ), ( (REGN) ), ( (MRVL) ), ( (FROG) ) and ( (JAZZ) ). Here is a breakdown of their recent ratings and the rationale behind them.

Exact Sciences has been a hot topic among analysts following the announcement of its acquisition by Abbott Laboratories. Analyst Andrew Brackmann has downgraded the stock to Hold, citing the acquisition as a strategic move for Abbott to enter the cancer screening market. He believes the deal, valued at $23 billion, is likely to close without regulatory hurdles and sees no other bidders stepping in. Similarly, Daniel Brennan and Kyle Mikson have also downgraded Exact Sciences to Hold, aligning their price targets with Abbott’s offer of $105 per share. Both analysts see the acquisition as a significant moment for the diagnostics industry, with Brennan highlighting Exact’s strong growth and Mikson noting the potential for increased M&A activity in the sector.

Regeneron has caught the attention of analyst Yifeng Liu, who has initiated coverage with a Buy rating and a target price of $890. Liu is optimistic about Regeneron’s growth potential, particularly with the adoption of EYLEA HD and advancements in its oncology pipeline. He believes that the company’s ability to exceed market expectations for growth, coupled with regulatory advancements, could drive medium-term growth and support a re-rating of the stock. Liu also highlights the potential of Regeneron’s R&D platform to discover multi-billion-dollar blockbusters, offering meaningful growth opportunities beyond its current pipeline.

Marvell Technology has been rated Hold by analyst Frank Lee, who sees the company’s ASIC performance as lagging behind its peers. Despite this, Lee acknowledges Marvell’s emerging role in the AI optical market, which he believes limits earnings downside risk. He notes that while Marvell is bullish about its ASIC strategy, he expects its rival Broadcom to benefit more due to greater visibility in its ASIC roadmap. Lee’s target price for Marvell is $85, and he believes the company’s lagging ASIC performance can be offset by gains in the AI optical segment.

JFrog has been downgraded to Hold by analyst Radi Sultan, who sees the company’s strong fundamentals as mostly priced into the stock. Sultan notes that JFrog is well-positioned to benefit from AI tailwinds, particularly in AI code generation tools and enterprise AI governance. However, he believes the bigger revenue lift from these factors is still 12-18 months away. Sultan’s price target for JFrog is $65, based on a balanced risk/reward outlook and the company’s current valuation.

Jazz Pharmaceuticals has also been downgraded to Hold by analyst Ashwani Verma, despite a positive update from its Phase 3 Gastroesophageal Adenocarcinoma study. Verma has increased his price target to $188, reflecting the uplift in Jazz’s financial profile from the study’s success. However, he sees the stock as fairly valued at its current price, with limited upside due to a lack of significant upcoming catalysts. Verma notes that while Jazz’s oncology segment has received a boost, its sleep franchise faces increased competition, and its neuroscience portfolio is gradually declining.