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Omega, Alphabet, Honeywell, Freeport, DoorDash: Trending by Analysts

Omega, Alphabet, Honeywell, Freeport, DoorDash: Trending by Analysts

Analysts are intrested in these 5 stocks: ( (OHI) ), ( (GOOGL) ), ( (HON) ), ( (FCX) ) and ( (DASH) ). Here is a breakdown of their recent ratings and the rationale behind them.

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Omega Healthcare Investors (OHI) is gaining attention with a recent ‘Buy’ recommendation from analyst Michael Goldsmith, who set a price target of $50. Goldsmith highlights OHI’s strong management and investment volumes, particularly in skilled nursing facilities and senior housing. The company’s adaptive strategy has led to significant acquisition volumes, and its EBITDAR coverage is healthy, surpassing pre-COVID levels. With a favorable supply-demand backdrop and a strong demographic trend in the 80+ age group, OHI is positioned for growth. The valuation appears favorable, with a price target based on a 15x forward NTM FFO multiple.

Alphabet Inc. (GOOGL) has been upgraded to ‘Buy’ by analyst Rob Sanderson, who raised the price target to $320. The upgrade comes as concerns over AI’s impact on search revenue have diminished, and Google’s AI initiatives, including AI Overviews and AI Mode, are driving growth. The company’s cloud business is also experiencing significant momentum, with large contract activities and partnerships. Google’s Tensor Processing Unit is becoming a key differentiator, enhancing its competitive position. The positive sentiment around Google’s AI capabilities and cloud growth supports the upgrade.

Honeywell International (HON) faces a challenging path ahead, leading analyst Andrew Obin to downgrade the stock to ‘Sell’ with a price target of $205. The company’s upcoming aerospace spin-off and lack of EPS growth in 2026 are key concerns. Despite past successes in margin optimization, Honeywell’s growth is expected to lag behind peers. The company’s strategic shift towards growth over margins is yet to yield the desired results, and the stock trades at a discount to peers. Investors are advised to wait for the anticipated 2H26 breakup for potential value realization.

Freeport-McMoRan (FCX) has been upgraded to ‘Buy’ by analyst Orest Wowkodaw, with a revised price target of $47. The upgrade follows the completion of an investigation into a recent incident at the Grasberg mine, providing improved clarity on the company’s outlook. Despite some negative revisions to production guidance, FCX’s strong balance sheet and attractive valuation make it well-positioned for a re-rating. The stock’s current trading multiples are seen as discounted, offering an opportunity for investors.

DoorDash (DASH) has been upgraded to ‘Buy’ by analyst John Colantuoni, who set a price target of $260. The upgrade is based on DASH’s strong execution and growth potential, particularly in the US restaurant delivery segment. The company’s outlook for incremental investments in 2026 is expected to lead to margin expansion, supported by growth in advertising revenue. Despite recent stock price declines, DASH’s growth algorithm is underappreciated, and the company is poised for peer-leading EBITDA growth. The increased price target reflects the company’s attractive secular growth story.

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