Jefferies raises Verisk to Buy with a $235 target, citing improving organic growth and Q2 acceleration.
Jefferies upgraded Verisk Analytics (VRSK) to Buy from Hold, lifting its price target to $235 from $192. The firm expects Verisk’s Q1 results to mark a trough, with organic growth improving to 5% year-over-year in Q2 and accelerating further in the second half of 2026.
Morgan Stanley upgraded PayPay (PAYP) to Overweight, though it lowered its price target to $23 from $24, citing limited near-term catalysts but favorable risk-reward. Wolfe Research upgraded AT&T (T) to Outperform with a $29 target after Q2 showed stable and better-than-expected unit economics.
KeyBanc upgraded Ameren (AEE) and Duke Energy (DUK) to Overweight, setting price targets at $122 and $139, respectively. Ameren’s potential earnings growth revision and Duke’s defensive appeal drove the upgrades. Truist downgraded Norwegian Cruise Line (NCLH), citing sector challenges.