Analysts are intrested in these 5 stocks: ( (Z) ), ( (AMZN) ), ( (KHC) ), ( (EBAY) ) and ( (UNH) ). Here is a breakdown of their recent ratings and the rationale behind them.
Zillow Group is maintaining its position as a leading home search portal, with significant visitor traffic advantages. Analyst Stephen Sheldon has initiated coverage with a ‘Hold’ recommendation, highlighting Zillow’s potential benefits from a recovering housing market. However, challenges such as intensifying competition from CoStar’s Homes.com and potential industry changes pose risks. Zillow’s efforts to build a ‘Super App’ could face integration complexities, and its high exposure to buyer-side commissions may impact financials due to industry lawsuits.
Amazon has been downgraded by analyst Josh Beck from ‘Strong Buy’ to ‘Buy’, reflecting concerns over an uneven investment cycle and potential EBIT pressures. While Amazon’s AI prospects and long-term investments remain promising, the company faces challenges from tariffs and supply chain diversification. The downgrade suggests a need for greater investment visibility, with a focus on AI and other bets like Kuiper and Zoox, which could influence future profitability.
Kraft Heinz has been downgraded by analyst Alexia Burland Howard to ‘Hold’, citing ongoing declines in market share for key brands like Lunchables and Kraft Mac and Cheese. Despite the company’s efforts to address supply chain issues and innovate, private label competition and lack of clear catalysts hinder growth prospects. The downgrade reflects concerns over the company’s ability to regain momentum in its core categories, with a lowered price target from $34 to $31.
eBay has been downgraded by analyst Nikhil Devnani to ‘Hold’, as the eCommerce landscape faces challenges from tariffs and changing consumer behavior. Despite eBay’s relative resilience and focus on secondhand goods, concerns over China-sourced inventory and potential recession risks have led to a cautious outlook. The downgrade reflects uncertainty in the near-term operating environment, with a revised price target of $65.
UnitedHealth has been downgraded by analyst Sidharth Sahoo to ‘Hold’, following a significant cut to 2025 EPS guidance due to underestimated cost trends. The company’s MLR curve is expected to be steeper, impacting profitability. While the 2026 MA rate update offers some optimism, the downgrade reflects balanced risk-reward considerations amid inflation and tariff challenges. The price target has been reduced from $600 to $490, highlighting the need for caution in the current market environment.