Analysts are intrested in these 5 stocks: ( (PERI) ), ( (SE) ), ( (KKR) ), ( (CIM) ) and ( (ABBV) ). Here is a breakdown of their recent ratings and the rationale behind them.
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Perion Network has caught the attention of analysts with its recent strategic moves. Jeff Martin from Roth Capital Partners has upgraded PERI to a Buy, raising the price target from $9 to $14. This optimism stems from Perion’s acquisition of Greenbids, which significantly expands its total addressable market (TAM). The acquisition is expected to drive revenue growth and margin expansion, positioning Perion for positive year-over-year comparisons starting in the third quarter of 2025. The company’s accelerated share repurchase program and the anticipated contributions from Greenbids are seen as key factors in this positive outlook.
Sea Limited has seen a mixed reaction from analysts, with Kenneth Tan downgrading the stock to Hold despite a strong start to 2025. The company’s digital entertainment segment made a notable comeback, contributing to a robust first-quarter performance. However, Tan anticipates a slowdown in growth metrics in the coming quarters, leading to a revised target price of $160. While the e-commerce and digital financial services segments continue to show profitability improvements, the potential for intensified competition in the e-commerce space poses a downside risk.
KKR & Co. has been upgraded to Buy by Michael Cyprys from Morgan Stanley, who sees the company as a key beneficiary of a recovering capital markets environment. The recent tariff de-escalation with China is expected to boost market confidence, and KKR’s diversified business mix positions it well to capitalize on private market opportunities. With shares down 15% year-to-date, Cyprys views this as an attractive entry point, raising the price target to $150. The company’s strong growth potential in private credit, infrastructure, and private wealth sectors supports this positive outlook.
Chimera Investment has received an upgrade to Buy from Douglas Harter at UBS, with an increased price target of $15. The company’s improved financing strategies have driven higher earnings and book value performance, leading to expectations of increased dividends. Chimera’s ability to optimize its liabilities and reinvest freed-up capital is seen as a catalyst for future growth. The stock’s current discount to book value presents an attractive opportunity for investors, with a potential total return of 27%.
AbbVie has been downgraded to Hold by Geoff Meacham from Citi Research, who cites concerns over the company’s late-stage pipeline. While AbbVie has consistently exceeded earnings expectations, the focus is shifting to its pipeline, which appears lighter compared to peers. The potential policy risks from PBM reform and MFN discounting add to the uncertainty. Despite strong fundamentals, the perceived lack of significant pipeline opportunities has led to a revised target price of $205, down from $210.