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Progressive upgraded to Equal Weight from Underweight at Morgan Stanley

Morgan Stanley upgraded Progressive to Equal Weight from Underweight with a price target of $160, up from $135. The company is positioned for profitable growth going into 2024 given its “quick turnaround” on reserving, management’s commitment to underwriting profit, and dissipating inflationary pressures, the analyst tells investors in a research note. The firm sees upside risk to consensus estimates, especially 2025 earnings. It cites a stronger setup into 2024 for the upgrade.

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