Analysts are intrested in these 5 stocks: ( (NVO) ), ( (GRAB) ), ( (VST) ), ( (EXEL) ) and ( (DBX) ). Here is a breakdown of their recent ratings and the rationale behind them.
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Novo Nordisk is making waves in the obesity market with a recent upgrade to a ‘Buy’ rating by analyst Kerry Holford. The company is no longer seen as the ‘elephant in the room’ and has become a preferred choice over Eli Lilly. With a new price target of DKK 425, Novo Nordisk is expected to offer a 20% upside. The launch of oral Wegovy in early 2026 and the potential of CagriSema to compete with Lilly’s Zepbound are key factors driving this optimism. Additionally, Novo’s pipeline, including trials for cagrilintide and amycretin, is underappreciated and could surprise on the upside.
Grab Holdings has been downgraded to ‘Hold’ by analyst Piyush Choudhary, despite its strong growth drivers. The company’s GMV growth is led by rising users and higher transaction frequency, with EBITDA expected to rise significantly. However, after a 77% stock increase over the past year, the risk-reward appears balanced. The stock is trading at a high EV/GMV multiple, prompting the downgrade. Three scenarios were presented to assess potential risk-reward, with the base case showing a slight downside.
Vistra Energy has received an upgrade to ‘Buy’ from analyst Dennis Ip, with a new target price of USD 250. This upgrade is driven by a record PJM capacity price and the potential for a nuclear PPA at its Comanche Peak plant. Vistra’s share price has lagged behind peers, but the company is expected to benefit from new PPA agreements. The record-high PJM capacity rate and the anticipated Comanche Peak PPA are expected to boost Vistra’s EBITDA significantly in the coming years.
Exelixis has been initiated with a ‘Buy’ rating by analyst Paul Choi, with a focus on the potential of zanzalintinib to offset revenue loss from Cabometyx’s loss of exclusivity. Zanzalintinib is expected to be commercialized in mCRC by FY27, with strong potential in non-clear cell RCC. Despite mature markets for Cabometyx, Exelixis is expected to gain modest share gains and benefit from early uptake in NET. The stock is seen as an attractive entry point following a recent pullback.
Dropbox has been downgraded to ‘Sell’ by analyst Seth Gilbert, citing growth challenges. The company’s new AI product, Dropbox Dash, and its core FSS business are facing negative demand signals. Revenue growth is expected to remain negative, with limited potential for increased spending. The stock is trading at a lower multiple compared to SaaS peers, and the price target has been reduced to USD 27. Despite some improvement in desktop MAU, mobile downloads remain negative, contributing to the downgrade.