Recent analyst actions on Seeking Alpha feature a mix of cautious optimism and growing concern across several major sectors.
Generac Holdings (GNRC) and Meta Platforms (META) have earned upgrades as analysts see improved risk/reward following recent pullbacks, while To ensure this doesnât happen in the future, please enable Javascript and cookies in your browser
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. Entering text into the input field will update the search result below Quick Insights The analyst says growth has decelerated each quarter, Q3 growth slowed 160 basis points versus Q2, and waning pricing power makes a fundamental recovery difficult.
The analyst cites decelerating growth and higher discount rates, and considers the stock near fair value at $340 despite TurboTax Live’s 37% revenue growth. The analyst sees longer-term growth support from firm AI data center deals, but notes uncertainty after mixed Q3 results and suggests a cautious Buy at a $160 entry point