Analysts are intrested in these 5 stocks: ( (GM) ), ( (NVDA) ), ( (VTRS) ), ( (BCE) ) and ( (RKLB) ). Here is a breakdown of their recent ratings and the rationale behind them.
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General Motors has caught the attention of analyst Joseph Spak, who recently upgraded the stock to a ‘Buy’ with a price target of $81. Spak’s analysis, using the UBS HOLT framework, suggests that the market is not fully appreciating GM’s potential for margin recovery. He believes that GM’s North American margins could return to the 8-10% range over the next two years, which is more optimistic than the consensus. The HOLT DCF model points to a warranted price of $83 per share, indicating a significant upside from current levels. This optimistic outlook is supported by GM’s strong valuation score and its ranking among top stocks by market cap in the Global Consumer Discretionary sector.
Nvidia has been upgraded to ‘Buy’ by analyst Frank Lee, with a new price target of $320, up from $200. Lee’s bullish stance is driven by the expanding total addressable market for Nvidia’s AI GPUs, particularly in the datacenter segment. The potential easing of US-China trade tensions could further boost Nvidia’s demand in China. Lee’s revised earnings estimates for Nvidia are significantly above consensus, reflecting the company’s aggressive CoWoS wafer allocation and recent AI deals. The analyst sees Nvidia’s datacenter revenue potentially reaching $390 billion in FY27, with a strong EPS growth forecast.
Viatris has been initiated with a ‘Buy’ rating by analyst Les Sulewski, who set a price target of $15. Despite some legacy concerns, Sulewski believes that Viatris is undergoing a positive transformation under new leadership. The company’s robust pipeline, which includes several Phase 3 assets, offers significant upside potential. Viatris is also making strategic moves to stabilize its business and reduce debt. However, challenges remain, such as the manufacturing issues at its Indore facility, which have impacted sales. Sulewski’s valuation is based on a DCF analysis, highlighting the company’s potential for growth and capital return to shareholders.
BCE has been upgraded to ‘Buy’ by analyst Vince Valentini, who sees a credible growth plan and strong free cash flow potential. Valentini’s report highlights BCE’s strategic initiatives and financial health, which position the company well for future growth. The analyst’s upgrade reflects confidence in BCE’s ability to execute its growth strategy and deliver value to shareholders. The report does not provide specific financial metrics but emphasizes the company’s overall positive outlook.
Rocket Lab USA has been initiated with an ‘Outperform’ rating by analyst Peter Arment, with a price target of $83. Arment views Rocket Lab as a key player in the space launch industry, with its Electron rocket dominating the small-lift market. The upcoming Neutron rocket is expected to compete directly with SpaceX’s Falcon 9 in the medium-lift market. Arment’s analysis suggests significant revenue growth potential for Rocket Lab, driven by increased launch cadence and reusable rocket technology. The company’s clean balance sheet and strategic positioning in the growing space industry support the analyst’s optimistic outlook.