Medtronic, FedEx, SoFi, Disney, PayPal Trending with Analysts

Analysts are intrested in these 5 stocks: ( (MDT) ), ( (FDX) ), ( (SOFI) ), ( (DIS) ) and ( (PYPL) ). Here is a breakdown of their recent ratings and the rationale behind them.

Medtronic is back in the market’s spotlight as Citi’s Joanne Wuensch re‑establishes coverage with a Buy/Top Pick rating and a $117 target price, arguing the medical‑device giant has “turned a corner.” The analyst sees Medtronic’s growth engine revving up again, with organic revenue already running around 5.5% and expected to accelerate toward 6% as the company exits FY26. The bullish thesis rests on four new or underpenetrated product areas—pulsed field ablation (PFA) for heart rhythm disorders, renal denervation (RDN) with reimbursement kicking in from October 2025, the Altaviva tibial neurostimulation implant, and the Hugo surgical robot, now FDA‑approved for urologic procedures. Citi’s forecasts call for revenue of about $36 billion in FY26 and $38 billion in FY27, with EPS moving from $5.64 to $6.07, and the firm expects consistent quarterly execution and operating leverage to be key catalysts. With an implied share price upside in the mid‑teens and a valuation of roughly 19–20 times 2026 earnings, Medtronic is being positioned as a high‑quality healthcare name for investors looking for steady, innovation‑driven growth.

FedEx is being framed as a classic cyclical opportunity with more fuel in the tank, as Bernstein’s David Vernon upgrades the stock to Buy (Outperform) and lifts the target price to $427. The analyst argues that FedEx can keep rallying as parcel industry fundamentals improve and the planned spin‑off of its freight business unlocks value that the market has not fully priced in. Post‑spin, the remaining parcel‑focused company is expected to lift operating margins from around 6% to a 7–9% range, helped by capacity reductions at major competitors like UPS and USPS, ongoing cost cuts in Europe, and a friendlier macro backdrop signaled by rising PMIs. Bernstein believes FedEx could ultimately demonstrate $21–27 of earnings power, which at a low‑to‑mid‑teens earnings multiple would justify a share price well north of $400. On top of that, the standalone LTL freight business is projected to command an enterprise value of about $30 billion (roughly $25 billion net of spin‑off debt), equating to around $100 of incremental value per current shareholder. Trading in the mid‑$330s before the call, FedEx is being pitched as a still‑reasonable way to play an upturn in global trade and industrial activity.

SoFi is being recast as one of the standout growth stories in digital banking, with J.P. Morgan’s Reginald Smith upgrading the stock to Buy (Overweight) and reaffirming a $31 price target that implies roughly 40% upside. The call comes after a 10% pullback in the shares following record fourth‑quarter 2025 results and stronger‑than‑expected 2026 EBITDA guidance, creating what the analyst sees as a compelling entry point. J.P. Morgan highlights SoFi’s ability to keep adding members and deposits at a rapid pace while many rival fintechs stagnate, and notes that marketing investments through 2025 and early 2026 are aimed at locking in high‑value, digitally savvy customers for years to come. The firm sees meaningful profit contribution from SoFi’s ~$40 billion loan book and even greater long‑term upside from fee‑driven businesses like its technology platform and new financial services offerings such as SoFi Plus. Management’s outlook calls for about 30% revenue growth and 34% adjusted EBITDA margins in 2026, plus medium‑term targets of more than 30% revenue CAGR and 38–42% EPS CAGR from 2025 to 2028, metrics J.P. Morgan views as strong enough to justify a premium valuation and the possibility that SoFi evolves into the “American Express of fintech.”

Disney, meanwhile, is drawing fresh optimism from Morgan Stanley, where analyst Thomas Yeh initiates coverage with a Buy (Overweight) rating and a $135 price target, suggesting about 30% upside. The thesis centers on Disney’s ability to monetize its world‑famous brands across streaming and its “Experiences” segment—parks, resorts, and cruises—in a way that can drive double‑digit earnings growth over the long term. While fiscal first‑quarter 2026 results were broadly in line with expectations and near‑term operating income guidance for the second quarter came in lighter, the bank sees this as a timing issue tied to sports rights costs and cruise pre‑opening expenses rather than a structural problem. U.S. parks grew revenue at a healthy pace, and streaming (SVOD) revenue rose 12% year on year, with price increases expected to feed further improvement in the coming quarters. Morgan Stanley forecasts about 12% adjusted EPS growth in FY26, supported by rising streaming profitability and the ramp‑up of the cruise business, and expects the stock’s valuation multiple to expand from roughly 15 times forward earnings to about 17 times by the end of 2026. For investors, the message is that despite some noise around changing disclosures and near‑term headwinds, Disney’s core growth engines look intact and are poised for a second‑half acceleration.

PayPal, by contrast, sits at the center of a tense debate, with three major firms converging on a cautious Hold stance—even as one moves up from Sell. Compass Point’s Dominick Gabriele upgrades PayPal from Sell to Neutral (Hold) with a $51 target, arguing that while the business remains challenged, the stock now reflects “peak uncertainty” and offers limited further downside at roughly seven times 2027 adjusted EPS. He notes that branded checkout is barely growing, leadership churn continues, and the company appears years away from reversing share losses, but aggressive buybacks could support earnings per share even if underlying net income stagnates. HSBC’s Saul Martinez likewise downgrades PayPal to Hold and cuts his target to $47 from $72, citing a sharp slowdown in branded checkout volumes, lower confidence in management’s ability to fix the core e‑commerce franchise, and reduced free cash flow expectations; he acknowledges that buybacks at depressed prices cushion EPS, but stresses that cash generation and growth are what ultimately matter. Canaccord Genuity’s Joseph Vafi rounds out the chorus by downgrading from Buy to Hold and slashing his target to $42, arguing that PayPal’s original e‑commerce tailwinds are fading as large platforms increasingly bypass it and competitors like Apple Pay and Google Pay streamline checkout experiences. While Vafi sees potential in areas like buy‑now‑pay‑later, Venmo, and future “agentic commerce” initiatives, he warns these are still too small or too early to offset structural headwinds in the main branded button. Taken together, the three views portray PayPal as a cash‑rich but strategically adrift franchise, where valuation has improved but conviction in a true growth “next chapter” remains low.