Analysts are intrested in these 5 stocks: ( (LRCX) ), ( (SPG) ), ( (GLW) ), ( (FTNT) ) and ( (TEM) ). Here is a breakdown of their recent ratings and the rationale behind them.
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Lam Research, a key player in the semiconductor capital equipment sector, has recently been downgraded to a ‘Sell’ by analyst Shane Brett from Morgan Stanley. Despite its impressive performance in 2024 and 2025, driven by NAND, China, and TSMC, concerns loom over its growth prospects for 2026. The analyst highlights that while Lam has outperformed the wafer fab equipment market, the growth drivers are expected to slow down, leading to a challenging setup for 2026. The company’s revenue and EPS estimates are above street expectations, but the buyside estimates are believed to be even higher, capping potential upside for the stock.
Simon Property Group, a major player in the mall REIT sector, has been downgraded to ‘Hold’ by analyst Simon Yarmak from Stifel. The shares have performed well, surpassing the target price of $179, leading to the downgrade. Despite the strong recovery and outperformance against its peers, the relative valuation is not attractive on a multiple basis. The implied cap rate has decreased, and while there is potential for further upward movement, the current premium to the average multiple suggests limited upside.
Corning, a leader in the optical fiber industry, has been upgraded to ‘Buy’ by analyst Joshua Spector. The company is expected to benefit from ongoing AI-driven fiber growth, which is anticipated to exceed market expectations. The growth in the optical segment is projected to drive a significant increase in sales, with a sustainable CAGR through 2029. Corning’s innovations in fiber optics and its expansion into other growth opportunities, such as US solar and automotive segments, further bolster its growth prospects. The stock is expected to re-rate higher due to its sustained growth.
Fortinet, a prominent cybersecurity firm, has been downgraded to ‘Sell’ by analyst Meta Marshall from Morgan Stanley. The anticipated firewall refresh is not expected to meet expectations, putting pressure on future growth estimates. Despite the company’s success in expanding its product offerings, the disappointing firewall refresh is likely to create a headwind for the stock. The valuation is expected to be pressured, and the shares are likely to underperform on a relative basis.
Tempus AI, a healthcare technology company, has been initiated with a ‘Buy’ rating by analyst Yi Chen. The company is leveraging artificial intelligence to advance precision medicine, with significant growth expected in its revenue. Strategic acquisitions and collaborations are expected to boost its topline growth, strengthening its market position in AI-enabled healthcare. The company’s impressive track record and strong growth prospects make it an attractive investment opportunity, with a price target of $90.