Telus, BCE, Roku, Synopsys, Visa: Trending by Analysts

Analysts are intrested in these 5 stocks: ( (TU) ), ( (BCE) ), ( (ROKU) ), ( (SNPS) ) and ( (V) ). Here is a breakdown of their recent ratings and the rationale behind them.

Telus, a major player in the telecom industry, has been downgraded by analyst Tim Casey from Outperform to Market Perform. The downgrade comes amid concerns over lower growth prospects, debt, and valuation risks. Despite recent share price declines, Telus trades at a premium compared to its peers. The company faces challenges with its core telecom business, which is growing in line with peers but has seen a contraction in revenue growth rates. Telus Health is expected to grow significantly, but the outlook for Telus Digital remains uncertain due to a challenging macro environment and competition. The company’s elevated debt leverage and high payout ratios are also points of concern.

BCE, on the other hand, has received an upgrade from analyst Tim Casey, moving from Market Perform to Outperform. The upgrade is based on a more attractive risk/reward profile, with stable revenue growth estimates and a derisked dividend. BCE’s wireless and wireline service revenue growth is expected to improve, supported by AI-powered solutions and fiber penetration. The company is working towards achieving leverage targets through cost efficiencies and asset sales. BCE’s valuation is considered undemanding, trading at a discount to its peers, and the company is expected to deliver stable revenue and EBITDA performance.

Roku has been upgraded to Buy by analyst James Heaney, who sees significant upside potential for the company. The analyst highlights Roku’s platform revenue growth, driven by DSP ramps, political tailwinds, and subscription momentum. Roku’s management is focused on cost discipline, and the company is positioned as one of the cleanest revision stories in the internet sector. The potential for revenue and EBITDA growth is strong, and Roku’s valuation is considered attractive. The company is in a monetization phase, with plenty of product levers to pull, making it an appealing investment opportunity.

Synopsys has also been upgraded to Buy by analyst Vivek Arya, with the company positioned as an attractive lower beta AI-levered stock for 2026. The upgrade is based on the derisking of China and Intel sales, along with strong growth at Ansys. Synopsys is expected to provide attractive stock catch-up potential and EPS beats. The company’s valuation is within its historical range, and it offers multiple engines of EPS upside. However, there are risks related to IP recovery and Ansys integration, which could impact visibility and costs.

Visa has been upgraded to Buy by analyst Mihir Bhatia, who sees the company as a great business on sale. Despite recent underperformance, Visa offers attractive return potential, with stablecoins viewed as an opportunity rather than a threat. The company’s fundamentals remain strong, with robust revenue and EPS growth. Visa’s valuation is at a 10-year trough, presenting a compelling opportunity to own a premier business at a reasonable multiple. The company is well-positioned to benefit from stablecoin adoption and continues to deliver strong financial performance.