Analysts are intrested in these 5 stocks: ( (LULU) ), ( (WIX) ), ( (TXN) ), ( (U) ) and ( (CELH) ). Here is a breakdown of their recent ratings and the rationale behind them.
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Lululemon Athletica has recently faced a downgrade from analyst Matthew Boss, who shifted his recommendation to ‘Hold’ with a price target of $224. The downgrade stems from challenges in product assortment and a softening macroeconomic environment in the US, which have led to a more cautious consumer base. Despite innovative new products like Align No Line leggings, the company struggles with conversion rate headwinds and a decrease in store traffic. The management’s efforts to accelerate new product introductions are noted, but the overall growth outlook remains moderate, leading to a neutral rating.
Wix has been given a ‘Buy’ rating by analyst Ygal Arounian, who sees a positive outlook for the company driven by AI advancements, strong cohort trends, and a stabilized macro environment. Despite a cautious investor sentiment due to decelerated growth in Q1, the analyst believes in the potential for 2H acceleration and views the current valuation as attractive. The integration of GenAI and the momentum of Wix Studio are expected to be key growth drivers, with the company’s Partners business remaining healthy.
Texas Instruments has been upgraded to ‘Buy’ by analyst Joshua Buchalter, who believes the company will outperform its peers despite recent challenges. The upgrade is based on improving fundamentals, stable demand, and a strong free cash flow growth story. Although the company’s recent results did not meet high expectations, the analyst maintains confidence in Texas Instruments’ long-term potential, particularly in the industrial segment. The company is expected to navigate tariff concerns and continue its gradual recovery.
Unity Software has been downgraded to ‘Sell’ by analyst Clark Lampen, who argues that the recent share price increase overstates the benefits of an ad model upgrade. While there are positive signs in Unity’s gaming UA market and Create business, the analyst believes the current valuation already reflects these improvements. The company faces challenges in maintaining its market position and achieving significant growth, leading to a cautious outlook and a price target of $25.
Celsius Holdings has received a ‘Buy’ rating from analyst Filippo Falorni, who highlights the company’s strong near-term sales growth and long-term expansion opportunities. The energy drink category’s re-acceleration and the acquisition of Alani Nu are expected to drive significant growth. Despite a high valuation, the analyst believes Celsius’s growth potential justifies the price, with international expansion and innovation as key factors. The company is poised for substantial topline and EPS growth, supported by favorable consumer trends.