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PayPal, SoundHound, Moderna, Devon, Bristol-Myers: Trending by Analysts

PayPal, SoundHound, Moderna, Devon, Bristol-Myers: Trending by Analysts

Analysts are intrested in these 5 stocks: ( (PYPL) ), ( (SOUN) ), ( (MRNA) ), ( (DVN) ) and ( (BMY) ). Here is a breakdown of their recent ratings and the rationale behind them.

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PayPal Holdings has recently faced a wave of downgrades from analysts, with both Mihir Bhatia and Colin Sebastian shifting their ratings to Neutral. Bhatia cites the slower-than-expected recovery in PayPal’s branded checkout as a key concern, alongside the need for more visibility on the company’s turnaround efforts. Sebastian echoes these sentiments, highlighting uneven transaction volumes and the likelihood of another investment cycle in 2026. Despite these challenges, both analysts acknowledge PayPal’s long-term potential, particularly with Venmo monetization and agentic commerce initiatives.

SoundHound AI, Inc Class A is gaining attention with an upgrade from analyst Thomas Blakey, who has raised the price target to $15. The company is praised for its solid execution in subscription services and its strategic acquisitions, such as Amelia. Blakey sees potential in SoundHound’s voice commerce initiatives and believes the upcoming CES event could serve as a catalyst for further growth. The company’s ability to cross-sell and upsell its AI services is seen as a significant driver of organic growth.

Moderna has received a Hold rating from analyst Linda Tsai, who initiated coverage with a price target of $30. The company’s future hinges on stabilizing Covid sales and progressing its pipeline, which includes a flu and Covid/flu combo. While Covid sales are expected to decline, the potential for new products to add significant revenue by 2030 is noted. Tsai points out that meaningful sales traction from Moderna’s newer products is unlikely until 2027-28, making the company’s longer-term outlook uncertain.

Devon Energy has been upgraded to Buy by analyst Josh Silverstein, who sees a promising financial setup for the company. Key catalysts include a $1 billion debt reduction and improved capital allocation strategies. Silverstein highlights Devon’s potential to increase shareholder returns and reduce capex, with an optimistic outlook for oil prices in 2027. The company’s efforts to optimize its inventory through M&A and divest midstream investments are also noted as positive factors.

Bristol-Myers Squibb has been upgraded to Buy by analyst Seamus Fernandez, who is optimistic about the company’s pipeline catalysts in 2026. With a price target of $62, Fernandez sees a compelling risk/reward scenario for Bristol-Myers, driven by developments in FXIa, LPA1, and Sotatercept. The company’s strategic focus on these pipeline projects is expected to enhance its market position and drive future growth.

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